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
- 3,476
- 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 1,420 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 |
|---|---|---|---|---|---|
| Copley Financial Group, Inc. | 1,345 | $78.6 萬 | 0.71% | +1,345 | 新進 |
| Vigilare Wealth Management | 1,345 | $78.7 萬 | 0.32% | −7−0.5% | 減碼 |
| Birinyi Associates Inc | 1,350 | $78.9 萬 | 0.23% | 00.0% | 不變 |
| Peoples Bank | 1,350 | $78.9 萬 | 0.40% | −5−0.4% | 減碼 |
| Goldstein Advisors, LLC | 1,353 | $79.1 萬 | 0.12% | +60+4.6% | 加碼 |
| Ignite Planners, LLC | 1,353 | $79.1 萬 | 0.18% | +136+11.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 1,358 | $79.4 萬 | 0.07% | −1,526−52.9% | 減碼 |
| Renaissance Group LLC | 1,360 | $79.5 萬 | 0.03% | −569−29.5% | 減碼 |
| Sanders Morris Harris LLC | 1,363 | $79.7 萬 | 0.13% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 1,364 | $79.8 萬 | 0.13% | 00.0% | 不變 |
| Cyr Financial Inc. | 1,364 | $79.8 萬 | 0.74% | +22+1.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,364 | $79.8 萬 | 0.35% | −697−33.8% | 減碼 |
| Summit Financial Strategies, Inc. | 1,365 | $79.8 萬 | 0.09% | −38−2.7% | 減碼 |
| American State Bank (Iowa) | 1,365 | $79.8 萬 | 0.48% | −10−0.7% | 減碼 |
| Ellsworth Advisors, LLC | 1,367 | $79.9 萬 | 0.21% | +139+11.3% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,369 | $80.0 萬 | 0.12% | +4+0.3% | 加碼 |
| Washington Capital Management Inc | 1,370 | $80.1 萬 | 0.62% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 1,371 | $80.2 萬 | 0.47% | −33−2.4% | 減碼 |
| Whalen Wealth Management Inc. | 1,372 | $80.2 萬 | 0.57% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 1,373 | $80.3 萬 | 0.28% | +607+79.2% | 加碼 |
| Townsend Asset Management Corp | 1,373 | $80.3 萬 | 0.30% | +3+0.2% | 加碼 |
| Woodward Diversified Capital, LLC | 1,382 | $80.8 萬 | 0.51% | +769+125.4% | 加碼 |
| Laidlaw Wealth Management LLC | 1,385 | $81.0 萬 | 0.40% | −89−6.0% | 減碼 |
| Washington Trust Co | 1,394 | $81.5 萬 | 0.03% | −27−1.9% | 減碼 |
| Charter Oak Capital Management, LLC | 1,395 | $81.5 萬 | 0.08% | +308+28.3% | 加碼 |
| Fortress Wealth Group, LLC | 1,447 | $81.8 萬 | 0.41% | −38−2.6% | 減碼 |
| Parkside Investments, LLC | 1,399 | $81.8 萬 | 0.12% | −2,000−58.8% | 減碼 |
| PrairieView Partners, LLC | 1,405 | $82.1 萬 | 0.09% | −184−11.6% | 減碼 |
| Watershed Private Wealth LLC | 1,406 | $82.2 萬 | 0.33% | +259+22.6% | 加碼 |
| Worth Asset Management, LLC | 1,408 | $82.3 萬 | 0.45% | +757+116.3% | 加碼 |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,408 | $82.3 萬 | 0.49% | +953+209.5% | 加碼 |
| Consolidated Portfolio Review Corp | 1,412 | $82.6 萬 | 0.18% | +66+4.9% | 加碼 |
| Howard Bailey Securities, LLC | 1,412 | $82.6 萬 | 0.31% | +1,412 | 新進 |
| Wellspring Financial Advisors, LLC | 1,419 | $83.0 萬 | 0.10% | +224+18.7% | 加碼 |
| Tang Capital Management LLC | 1,422 | $83.1 萬 | 0.06% | +1,422 | 新進 |
| ODonnell Financial Services, LLC | 1,436 | $84.0 萬 | 0.34% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 1,443 | $84.4 萬 | 0.01% | +107+8.0% | 加碼 |
| Cypress Wealth Services, LLC | 1,445 | $84.5 萬 | 0.17% | +79+5.8% | 加碼 |
| General Partner, Inc. | 1,446 | $84.5 萬 | 0.53% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 1,446 | $84.5 萬 | 0.17% | +255+21.4% | 加碼 |
| Claris Advisors, LLC | 1,454 | $85.0 萬 | 0.37% | 00.0% | 不變 |
| Crestline Management, LP | 1,458 | $85.2 萬 | 0.05% | +1,458 | 新進 |
| Columbus Macro, LLC | 1,448 | $85.3 萬 | 0.31% | −13−0.9% | 減碼 |
| Titleist Asset Management, LLC | 1,460 | $85.4 萬 | 0.12% | +285+24.3% | 加碼 |
| Copperleaf Capital, LLC | 1,462 | $85.5 萬 | 0.65% | −13−0.9% | 減碼 |
| Gerber, LLC | 1,463 | $85.5 萬 | 0.63% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 1,464 | $85.6 萬 | 0.56% | −88−5.7% | 減碼 |
| Clifford Group, LLC | 1,469 | $85.9 萬 | 0.67% | −12−0.8% | 減碼 |
| Kanawha Capital Management LLC | 1,470 | $85.9 萬 | 0.06% | +2+0.1% | 加碼 |
| Bouchey Financial Group Ltd | 1,474 | $86.2 萬 | 0.08% | +38+2.6% | 加碼 |
| Summit Wealth Partners, LLC | 1,475 | $86.2 萬 | 0.17% | 00.0% | 不變 |
| STAR Financial Bank | 1,477 | $86.4 萬 | 0.58% | −423−22.3% | 減碼 |
| Ssi Investment Management LLC | 1,480 | $86.5 萬 | 0.06% | −1−0.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,481 | $86.6 萬 | 0.05% | −1,334−47.4% | 減碼 |
| Permanens Capital L.P. | 1,484 | $86.8 萬 | 0.18% | +1,484 | 新進 |
| Invst, LLC | 1,485 | $86.8 萬 | 0.11% | −25−1.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 1,486 | $86.9 萬 | 0.13% | −25−1.7% | 減碼 |
| Kowal Investment Group, LLC | 1,488 | $87.0 萬 | 0.16% | +319+27.3% | 加碼 |
| Marotta Asset Management | 1,492 | $87.2 萬 | 0.17% | −7−0.5% | 減碼 |
| Foster Group, Inc. | 1,495 | $87.4 萬 | 0.03% | −2,036−57.7% | 減碼 |
| Paradigm Asset Management Co LLC | 1,495 | $87.4 萬 | 0.23% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 1,496 | $87.5 萬 | 0.28% | +24+1.6% | 加碼 |
| Sonata Capital Group Inc | 1,497 | $87.5 萬 | 0.37% | 00.0% | 不變 |
| Summa Corp. | 1,497 | $87.5 萬 | 0.42% | +247+19.8% | 加碼 |
| SPC Financial, Inc. | 1,498 | $87.6 萬 | 0.08% | +1,049+233.6% | 加碼 |
| Verity & Verity, LLC | 1,499 | $87.6 萬 | 0.09% | +154+11.4% | 加碼 |
| Intact Investment Management Inc. | 1,500 | $87.7 萬 | 0.03% | −1,980−56.9% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,501 | $87.8 萬 | 0.34% | +913+155.3% | 加碼 |
| AllSquare Wealth Management LLC | 1,502 | $87.8 萬 | 0.50% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 1,504 | $87.9 萬 | 0.44% | +58+4.0% | 加碼 |
| Jacobsen Capital Management | 1,507 | $88.1 萬 | 0.37% | −54−3.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,508 | $88.2 萬 | 0.33% | +3+0.2% | 加碼 |
| Hoxton Planning & Management, LLC | 1,512 | $88.4 萬 | 0.34% | +356+30.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 1,465 | $88.7 萬 | 0.41% | −3,992−73.2% | 減碼 |
| Root Financial Partners, LLC | 1,518 | $88.8 萬 | 0.14% | +266+21.2% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,521 | $88.9 萬 | 0.03% | +21+1.4% | 加碼 |
| Quantum Financial Advisors, LLC | 1,522 | $89.0 萬 | 0.14% | 00.0% | 不變 |
| Oxinas Partners Wealth Management LLC | 1,531 | $89.5 萬 | 0.55% | +1+0.1% | 加碼 |
| Paloma Partners Management Co | 1,536 | $89.8 萬 | 0.05% | +1,235+410.3% | 加碼 |
| SFMG, LLC | 1,537 | $89.8 萬 | 0.07% | +56+3.8% | 加碼 |
| Mitchell Sinkler & Starr | 1,537 | $89.9 萬 | 0.23% | +148+10.7% | 加碼 |
| Arcus Capital Partners, LLC | 1,538 | $89.9 萬 | 0.33% | −123−7.4% | 減碼 |
| Tudor Financial Inc. | 1,540 | $90.0 萬 | 0.55% | +1,540 | 新進 |
| Clear Creek Financial Management, LLC | 1,544 | $90.3 萬 | 0.10% | +114+8.0% | 加碼 |
| Good Life Advisors, LLC | 1,545 | $90.3 萬 | 0.06% | +519+50.6% | 加碼 |
| Jeppson Wealth Management, LLC | 1,545 | $90.3 萬 | 0.32% | −43−2.7% | 減碼 |
| Sonoma Private Wealth LLC | 1,552 | $90.7 萬 | 1.41% | −45−2.8% | 減碼 |
| Farmers Trust Co | 1,552 | $90.7 萬 | 0.17% | −26−1.6% | 減碼 |
| Gilbert & Cook, Inc. | 1,555 | $90.9 萬 | 0.13% | +1,095+238.0% | 加碼 |
| Lavaca Capital LLC | 1,559 | $91.2 萬 | 0.44% | −698−30.9% | 減碼 |
| Fiduciary Financial Group, LLC | 1,569 | $91.2 萬 | 0.21% | +22+1.4% | 加碼 |
| Intellectus Partners, LLC | 1,561 | $91.3 萬 | 0.23% | −1,952−55.6% | 減碼 |
| Pointe Capital Management LLC | 1,562 | $91.3 萬 | 0.53% | +89+6.0% | 加碼 |
| CoreCap Advisors, LLC | 1,562 | $91.3 萬 | 0.04% | −4,077−72.3% | 減碼 |
| GW Henssler & Associates Ltd | 1,566 | $91.6 萬 | 0.05% | +1+0.1% | 加碼 |
| City State Bank | 1,569 | $91.7 萬 | 0.33% | −36−2.2% | 減碼 |
| RFP Financial Group LLC | 1,572 | $91.9 萬 | 0.30% | +6+0.4% | 加碼 |
| Sather Financial Group Inc | 1,575 | $92.1 萬 | 0.06% | +12+0.8% | 加碼 |
| Verum Partners LLC | 1,575 | $92.1 萬 | 0.27% | +44+2.9% | 加碼 |
| Full Sail Capital, LLC | 1,579 | $92.3 萬 | 0.06% | +8+0.5% | 加碼 |