UnitedHealth Group Inc
UNH- 交易所
- NYSE
- 產業
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
近 90 天，UnitedHealth Group Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,395 家機構在 13F 申報持有，市值合計 $3,251 億；H&H 國際投資、老虎環球等 3 位大師持有。
2024 年第 3 季 13F 持有人
UnitedHealth Group Inc 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,477
- 較 2024 年第 2 季 +111 家
- 持有股數
- 8.17 億
- 較 2024 年第 2 季 +8,117 萬 (+11.0%)
- 總市值
- $4,746 億
- 較 2024 年第 2 季 +$1,003 億 (+26.8%)
- 新進機構
- 241
- 另有 1,421 家加碼
- 清倉機構
- 130
- 另有 1,427 家減碼
另有 41 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UNH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,395 | $3,251 億 |
| 2026 年第 1 季 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $4,183 億 |
| 2021 年第 4 季 | 2,909 | $4,139 億 |
| 2021 年第 3 季 | 2,573 | $3,217 億 |
| 2021 年第 2 季 | 2,592 | $3,301 億 |
| 2021 年第 1 季 | 2,516 | $3,073 億 |
2024 年第 3 季持有機構
每家機構持有 UnitedHealth Group Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 1,149 | $67.2 萬 | 0.41% | +33+3.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,150 | $67.3 萬 | 0.03% | −103−8.2% | 減碼 |
| Aprio Wealth Management, LLC | 1,154 | $67.5 萬 | 0.11% | +179+18.4% | 加碼 |
| Angeles Investment Advisors, LLC | 1,154 | $67.5 萬 | 0.03% | +37+3.3% | 加碼 |
| Heritage Financial Services, LLC | 1,155 | $67.5 萬 | 0.09% | −83−6.7% | 減碼 |
| Cedrus LLC | 1,158 | $67.7 萬 | 0.25% | +10+0.9% | 加碼 |
| Tectonic Advisors LLC | 1,159 | $67.8 萬 | 0.04% | +4+0.3% | 加碼 |
| 49 Wealth Management, LLC | 1,159 | $67.8 萬 | 0.11% | +584+101.6% | 加碼 |
| Parcion Private Wealth LLC | 1,162 | $67.9 萬 | 0.06% | −338−22.5% | 減碼 |
| Curbstone Financial Management Corp | 1,164 | $68.1 萬 | 0.15% | −42−3.5% | 減碼 |
| Castleview Partners, LLC | 1,165 | $68.1 萬 | 0.39% | −3−0.3% | 減碼 |
| First Heartland Consultants, Inc. | 1,166 | $68.2 萬 | 0.07% | +42+3.7% | 加碼 |
| Veracity Capital LLC | 1,170 | $68.4 萬 | 0.26% | +63+5.7% | 加碼 |
| Baker Boyer National Bank | 1,173 | $68.6 萬 | 0.23% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 1,179 | $68.6 萬 | 0.66% | +158+15.5% | 加碼 |
| Visionary Wealth Advisors | 1,174 | $68.6 萬 | 0.04% | +53+4.7% | 加碼 |
| Lewis Asset Management, LLC | 1,176 | $68.7 萬 | 0.50% | +64+5.8% | 加碼 |
| Marquette Asset Management, LLC | 1,176 | $68.8 萬 | 0.11% | −102−8.0% | 減碼 |
| Boston Mountain Money Management Inc | 1,178 | $68.9 萬 | 0.40% | −53−4.3% | 減碼 |
| Armbruster Capital Management, Inc. | 1,178 | $68.9 萬 | 0.14% | +3+0.3% | 加碼 |
| Northwest Bank & Trust Co | 1,180 | $69.0 萬 | 0.52% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,180 | $69.0 萬 | 0.19% | +213+22.0% | 加碼 |
| Crescent Grove Advisors, LLC | 1,186 | $69.4 萬 | 0.07% | −116−8.9% | 減碼 |
| Auxano Advisors, LLC | 1,189 | $69.5 萬 | 0.18% | +96+8.8% | 加碼 |
| Intrepid Financial Planning Group LLC | 1,193 | $69.8 萬 | 0.30% | 00.0% | 不變 |
| Windward Capital Management Co | 1,195 | $69.9 萬 | 0.05% | +771+181.8% | 加碼 |
| Susquehanna International Group Ltd. | 1,196 | $69.9 萬 | 0.15% | +1,196 | 新進 |
| HF Advisory Group, LLC | 1,199 | $70.1 萬 | 0.33% | −59−4.7% | 減碼 |
| nVerses Capital, LLC | 1,200 | $70.2 萬 | 0.32% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 1,202 | $70.3 萬 | 0.04% | −29,676−96.1% | 減碼 |
| May Barnhard Investments LLC | 1,202 | $70.3 萬 | 0.34% | +3+0.3% | 加碼 |
| Apella Capital, LLC | 1,187 | $70.3 萬 | 0.03% | +67+6.0% | 加碼 |
| Capital Management Associates | 1,204 | $70.4 萬 | 0.78% | −19−1.6% | 減碼 |
| Dillon & Associates Inc | 1,205 | $70.5 萬 | 0.10% | +8+0.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 1,206 | $70.5 萬 | 0.05% | +78+6.9% | 加碼 |
| LifePro Asset Management | 1,207 | $70.6 萬 | 0.43% | +276+29.6% | 加碼 |
| Autumn Glory Partners, LLC | 1,207 | $70.7 萬 | 0.27% | +662+121.5% | 加碼 |
| Salomon & Ludwin, LLC | 1,211 | $70.8 萬 | 0.07% | +43+3.7% | 加碼 |
| NavPoint Financial, Inc. | 1,215 | $71.0 萬 | 0.57% | +5+0.4% | 加碼 |
| Smith Anglin Financial, LLC | 1,218 | $71.2 萬 | 0.07% | +22+1.8% | 加碼 |
| Canvas Wealth Advisors, LLC | 1,218 | $71.2 萬 | 0.20% | +284+30.4% | 加碼 |
| Black Diamond Financial, LLC | 1,221 | $71.4 萬 | 0.12% | −19−1.5% | 減碼 |
| TFB Advisors LLC | 1,221 | $71.4 萬 | 0.21% | +99+8.8% | 加碼 |
| Jamison Private Wealth Management, Inc. | 1,225 | $71.6 萬 | 0.11% | +171+16.2% | 加碼 |
| MEMBERS Trust Co | 1,226 | $71.7 萬 | 0.02% | +6+0.5% | 加碼 |
| Vista Wealth Management Group, LLC | 1,229 | $71.9 萬 | 0.05% | +35+2.9% | 加碼 |
| Kraft, Davis & Associates, LLC | 1,268 | $71.9 萬 | 0.21% | 00.0% | 不變 |
| Insight Advisors, LLC | 1,233 | $72.0 萬 | 0.13% | −2−0.2% | 減碼 |
| Penobscot Wealth Management | 1,234 | $72.2 萬 | 0.39% | +11+0.9% | 加碼 |
| W.H. Cornerstone Investments Inc. | 1,237 | $72.3 萬 | 0.49% | −85−6.4% | 減碼 |
| 44 Wealth Management LLC | 1,288 | $72.7 萬 | 0.26% | +1,288 | 新進 |
| Hengehold Capital Management LLC | 1,247 | $72.9 萬 | 0.07% | +253+25.5% | 加碼 |
| Atlas Brown,Inc. | 1,247 | $72.9 萬 | 0.25% | +16+1.3% | 加碼 |
| Twelve Points Wealth Management LLC | 1,248 | $73.0 萬 | 0.23% | +156+14.3% | 加碼 |
| High Net Worth Advisory Group LLC | 1,248 | $73.0 萬 | 0.20% | 00.0% | 不變 |
| Avory & Company, LLC | 1,249 | $73.0 萬 | 0.44% | 00.0% | 不變 |
| Bullock Wealth Management Group | 1,252 | $73.0 萬 | 0.44% | +42+3.5% | 加碼 |
| Mosley Wealth Management | 1,279 | $73.1 萬 | 0.50% | +118+10.2% | 加碼 |
| Midwest Financial Group LLC | 1,251 | $73.1 萬 | 0.43% | +4+0.3% | 加碼 |
| Swisher Financial Concepts, Inc. | 1,343 | $73.1 萬 | 0.46% | +682+103.2% | 加碼 |
| Ballast Advisors LLC | 1,251 | $73.1 萬 | 0.23% | −37−2.9% | 減碼 |
| Wealth Management Associates, Inc. | 1,256 | $73.4 萬 | 0.32% | +199+18.8% | 加碼 |
| Quadrant Private Wealth Management, LLC | 1,258 | $73.6 萬 | 0.18% | +123+10.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,260 | $73.6 萬 | 0.26% | +385+44.0% | 加碼 |
| First Bank & Trust | 1,263 | $73.8 萬 | 0.14% | +106+9.2% | 加碼 |
| Oxford Financial Group Ltd | 1,264 | $73.9 萬 | 0.05% | −153−10.8% | 減碼 |
| Prairiewood Capital, LLC | 1,266 | $74.0 萬 | 0.31% | 00.0% | 不變 |
| Wealth Forward, LLC | 1,267 | $74.1 萬 | 0.52% | 00.0% | 不變 |
| DDFG, Inc | 1,268 | $74.1 萬 | 0.21% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 1,268 | $74.1 萬 | 0.64% | +34+2.8% | 加碼 |
| Wealth Group, Ltd. | 1,269 | $74.2 萬 | 0.50% | +21+1.7% | 加碼 |
| Winthrop Advisory Group LLC | 1,270 | $74.2 萬 | 0.09% | −54−4.1% | 減碼 |
| Winslow Capital Management, LLC | 1,272 | $74.4 萬 | 0.00% | −503,959−99.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,275 | $74.6 萬 | 0.14% | +46+3.7% | 加碼 |
| Tyler-Stone Wealth Management | 1,279 | $74.8 萬 | 0.14% | +776+154.3% | 加碼 |
| Code Waechter LLC | 1,279 | $74.8 萬 | 0.71% | +1,279 | 新進 |
| First Western Trust Bank | 1,282 | $75.0 萬 | 0.03% | −47−3.5% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 1,284 | $75.1 萬 | 0.36% | −2−0.2% | 減碼 |
| FFT Wealth Management LLC | 1,288 | $75.3 萬 | 0.06% | +136+11.8% | 加碼 |
| Altiora Financial Group, LLC | 1,288 | $75.3 萬 | 0.17% | −7−0.5% | 減碼 |
| One + One Wealth Management, LLC | 1,295 | $75.7 萬 | 0.45% | +35+2.8% | 加碼 |
| BCK Partners, Inc. | 1,296 | $75.8 萬 | 0.36% | +16+1.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,296 | $75.8 萬 | 0.44% | +3+0.2% | 加碼 |
| VeraBank, N.A. | 1,299 | $76.0 萬 | 0.22% | −13−1.0% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 1,300 | $76.0 萬 | 0.08% | −42−3.1% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,307 | $76.4 萬 | 0.69% | −11−0.8% | 減碼 |
| TBH Global Asset Management, LLC | 1,307 | $76.4 萬 | 0.17% | −15−1.1% | 減碼 |
| Geneva Partners, LLC | 1,311 | $76.7 萬 | 0.33% | +1,311 | 新進 |
| KilterHowling LLC | 1,315 | $76.9 萬 | 0.48% | +47+3.7% | 加碼 |
| Buska Wealth Management, LLC | 1,315 | $76.9 萬 | 0.27% | +69+5.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 1,316 | $76.9 萬 | 0.37% | +213+19.3% | 加碼 |
| Everpar Advisors LLC | 1,317 | $77.0 萬 | 0.40% | −121−8.4% | 減碼 |
| NFP Retirement, Inc. | 1,317 | $77.0 萬 | 0.06% | +3+0.2% | 加碼 |
| Cassia Capital Partners, LLC | 1,320 | $77.2 萬 | 0.51% | −96−6.8% | 減碼 |
| Ullmann Financial Group, Inc. | 1,324 | $77.4 萬 | 0.10% | +117+9.7% | 加碼 |
| Aspen Grove Capital, LLC | 1,329 | $77.7 萬 | 0.17% | +37+2.9% | 加碼 |
| Thomasville National Bank | 1,332 | $77.9 萬 | 0.06% | +14+1.1% | 加碼 |
| TCM Advisors, LLC | – | $77.9 萬 | 0.64% | – | – |
| Brown, Lisle/Cummings, Inc. | 1,335 | $78.1 萬 | 0.24% | −25−1.8% | 減碼 |
| J.Safra Asset Management Corp | 1,348 | $78.4 萬 | 0.07% | +178+15.2% | 加碼 |