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 | 3,054 | $2,024 億 |
| 2025 年第 4 季 | 3,311 | $2,482 億 |
| 2025 年第 3 季 | 3,168 | $2,535 億 |
| 2025 年第 2 季 | 3,185 | $2,411 億 |
| 2025 年第 1 季 | 3,613 | $4,243 億 |
| 2024 年第 4 季 | 3,684 | $4,095 億 |
| 2024 年第 3 季 | 3,476 | $4,746 億 |
| 2024 年第 2 季 | 3,406 | $4,119 億 |
| 2024 年第 1 季 | 3,384 | $3,989 億 |
| 2023 年第 4 季 | 3,421 | $4,280 億 |
| 2023 年第 3 季 | 3,144 | $4,075 億 |
| 2023 年第 2 季 | 3,136 | $3,884 億 |
| 2023 年第 1 季 | 3,114 | $3,836 億 |
| 2022 年第 4 季 | 3,159 | $4,342 億 |
| 2022 年第 3 季 | 2,998 | $4,135 億 |
| 2022 年第 2 季 | 2,964 | $4,220 億 |
| 2022 年第 1 季 | 2,965 | $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 |
|---|---|---|---|---|---|
| Apeiron RIA LLC | 2,975 | $173.9 萬 | 0.50% | +198+7.1% | 加碼 |
| Altfest L J & Co Inc | 2,980 | $174.2 萬 | 0.23% | −1,282−30.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,984 | $174.5 萬 | 0.29% | −337−10.1% | 減碼 |
| SGL Investment Advisors, Inc. | 2,945 | $174.7 萬 | 0.90% | +2,945 | 新進 |
| Tolleson Wealth Management, Inc. | 2,989 | $174.8 萬 | 0.33% | −25−0.8% | 減碼 |
| Nebula Research & Development LLC | 2,993 | $175.0 萬 | 0.21% | −1,150−27.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $175.4 萬 | 0.52% | 00.0% | 不變 |
| Beacon Financial Group | 3,014 | $176.2 萬 | 0.19% | +81+2.8% | 加碼 |
| Independent Investors Inc | 3,015 | $176.3 萬 | 0.36% | −200−6.2% | 減碼 |
| Algert Global LLC | 3,015 | $176.3 萬 | 0.05% | +3,015 | 新進 |
| Invera Wealth Advisors, LLC | 2,914 | $176.4 萬 | 1.75% | −281−8.8% | 減碼 |
| Bank Hapoalim BM | 3,018 | $176.5 萬 | 0.27% | −800−21.0% | 減碼 |
| Childress Capital Advisors, LLC | 3,019 | $176.6 萬 | 0.48% | +597+24.6% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,020 | $176.6 萬 | 0.17% | −5,618−65.0% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,025 | $176.9 萬 | 0.44% | +919+43.6% | 加碼 |
| Institute for Wealth Management, LLC. | 3,041 | $177.8 萬 | 0.22% | −244−7.4% | 減碼 |
| Montecito Bank & Trust | 3,041 | $177.8 萬 | 0.30% | +716+30.8% | 加碼 |
| Yarbrough Capital, LLC | 3,043 | $177.9 萬 | 0.07% | 00.0% | 不變 |
| Altman Advisors, Inc. | 3,056 | $178.7 萬 | 0.80% | +3,056 | 新進 |
| Gen-Wealth Partners Inc | 3,175 | $178.7 萬 | 0.78% | +407+14.7% | 加碼 |
| Blueprint Investment Partners LLC | 3,058 | $178.8 萬 | 0.32% | +2,417+377.1% | 加碼 |
| Summit X, LLC | 3,516 | $179.0 萬 | 0.44% | −46−1.3% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,064 | $179.1 萬 | 0.26% | +28+0.9% | 加碼 |
| Westhampton Capital, LLC | 3,069 | $179.4 萬 | 0.91% | +10+0.3% | 加碼 |
| Mainstream Capital Management LLC | 3,070 | $179.5 萬 | 1.53% | +3,070 | 新進 |
| Hilltop Partners LLC | 3,071 | $179.6 萬 | 0.60% | −17−0.6% | 減碼 |
| Mendel Money Management | 3,080 | $180.1 萬 | 0.78% | −113−3.5% | 減碼 |
| Bowman & Co S.C. | 3,075 | $180.2 萬 | 0.95% | +1,430+86.9% | 加碼 |
| Doliver Advisors, LP | 3,088 | $180.5 萬 | 0.50% | −313−9.2% | 減碼 |
| Ar Asset Management Inc | 3,090 | $180.7 萬 | 0.40% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 3,100 | $181.2 萬 | 0.65% | +79+2.6% | 加碼 |
| CRA Financial Services, LLC | 3,107 | $181.7 萬 | 0.33% | −19−0.6% | 減碼 |
| Y.D. More Investments Ltd | 3,108 | $181.7 萬 | 0.19% | +1,620+108.9% | 加碼 |
| Samalin Investment Counsel, LLC | 3,112 | $181.9 萬 | 0.79% | −56−1.8% | 減碼 |
| Maia Wealth LLC | 3,248 | $182.2 萬 | 0.45% | +350+12.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,120 | $182.4 萬 | 0.64% | −6−0.2% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 3,120 | $182.4 萬 | 0.07% | +1,058+51.3% | 加碼 |
| Mechanics Financial Corp | 3,121 | $182.5 萬 | 0.80% | −57−1.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 3,122 | $182.6 萬 | 0.08% | −74−2.3% | 減碼 |
| Strategic Investment Advisors | 3,140 | $183.6 萬 | 0.20% | −349−10.0% | 減碼 |
| Ellis Investment Partners, LLC | 3,141 | $183.6 萬 | 0.36% | +26+0.8% | 加碼 |
| Missouri Trust & Investment Co | 3,141 | $183.6 萬 | 0.64% | −35−1.1% | 減碼 |
| Enclave Advisors LLC | 3,148 | $184.1 萬 | 0.31% | +3,148 | 新進 |
| SeaCrest Wealth Management, LLC | 3,152 | $184.3 萬 | 0.20% | −17−0.5% | 減碼 |
| Lee Financial Co | 3,164 | $185.0 萬 | 0.26% | +426+15.6% | 加碼 |
| Pictet Bank & Trust Ltd | 3,170 | $185.3 萬 | 1.88% | −130−3.9% | 減碼 |
| MRP Capital Investments, LLC | 3,173 | $185.5 萬 | 1.77% | −132−4.0% | 減碼 |
| Ethos Financial Group, LLC | 3,186 | $186.3 萬 | 0.31% | +700+28.2% | 加碼 |
| KLCM Advisors, Inc. | 3,193 | $186.7 萬 | 0.22% | −292−8.4% | 減碼 |
| Aviance Capital Partners, LLC | 3,200 | $187.4 萬 | 0.25% | −49−1.5% | 減碼 |
| Cornerstone Advisory, LLC | 3,207 | $187.5 萬 | 0.25% | −206−6.0% | 減碼 |
| Correct Capital Wealth Management | 3,219 | $188.2 萬 | 0.42% | +1,133+54.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 3,219 | $188.2 萬 | 0.02% | −230−6.7% | 減碼 |
| Laraway Financial Inc | 3,223 | $188.5 萬 | 1.50% | +10.0% | 加碼 |
| OneAscent Financial Services LLC | 3,228 | $188.7 萬 | 1.36% | +10+0.3% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,228 | $188.7 萬 | 0.69% | −169−5.0% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,236 | $189.2 萬 | 0.04% | −532−14.1% | 減碼 |
| BKD Wealth Advisors, LLC | 3,245 | $189.7 萬 | 0.04% | +168+5.5% | 加碼 |
| GoalVest Advisory LLC | 3,248 | $189.9 萬 | 0.55% | +124+4.0% | 加碼 |
| Ambassador Advisors, LLC | 3,256 | $190.4 萬 | 0.33% | −146−4.3% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,264 | $190.8 萬 | 0.53% | +199+6.5% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,272 | $191.3 萬 | 0.73% | −15−0.5% | 減碼 |
| Buckley Wealth Management, LLC | 3,276 | $191.5 萬 | 0.59% | +63+2.0% | 加碼 |
| Northern Financial Advisors Inc | 3,285 | $192.1 萬 | 1.46% | +115+3.6% | 加碼 |
| Alera Investment Advisors, LLC | 3,287 | $192.2 萬 | 0.23% | +338+11.5% | 加碼 |
| Groesbeck Investment Management Corp | 3,296 | $192.7 萬 | 2.83% | −700−17.5% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,297 | $192.8 萬 | 1.06% | −131−3.8% | 減碼 |
| Alpha DNA Investment Management LLC | 3,300 | $192.9 萬 | 1.06% | +1,144+53.1% | 加碼 |
| Two Sigma Investments, LP | 3,300 | $192.9 萬 | 0.00% | −3,054−48.1% | 減碼 |
| CSU Producer Resources, Inc. | 3,300 | $192.9 萬 | 6.14% | 00.0% | 不變 |
| Trust Investment Advisors | 3,311 | $193.6 萬 | 1.23% | −19−0.6% | 減碼 |
| Savvy Advisors, Inc. | 3,312 | $193.7 萬 | 0.39% | +1,724+108.6% | 加碼 |
| Alta Wealth Advisors LLC | 3,331 | $194.8 萬 | 0.89% | −26−0.8% | 減碼 |
| Defined Wealth Management, LLC | 3,331 | $194.8 萬 | 1.26% | −10.0% | 減碼 |
| Benchmark Investment Advisors LLC | 3,346 | $195.6 萬 | 1.39% | +67+2.0% | 加碼 |
| Diversified, LLC | 3,352 | $196.0 萬 | 0.22% | −32−0.9% | 減碼 |
| Diversified Enterprises, LLC | 3,352 | $196.0 萬 | 0.22% | +3,352 | 新進 |
| Hunter Associates Investment Management LLC | 3,372 | $197.0 萬 | 0.31% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 3,373 | $197.2 萬 | 0.15% | −1,846−35.4% | 減碼 |
| Investment Advisory Services Inc | 3,378 | $197.5 萬 | 0.70% | +207+6.5% | 加碼 |
| Commons Capital, LLC | 3,383 | $197.8 萬 | 2.18% | −387−10.3% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 3,383 | $197.8 萬 | 0.79% | +1,175+53.2% | 加碼 |
| RMR Wealth Builders | 3,387 | $198.0 萬 | 0.21% | −144−4.1% | 減碼 |
| Zullo Investment Group, Inc. | 3,388 | $198.1 萬 | 0.82% | +37+1.1% | 加碼 |
| Cullen Investment Group, Ltd. | 3,391 | $198.2 萬 | 0.30% | +60+1.8% | 加碼 |
| Callan Family Office, LLC | 3,398 | $198.7 萬 | 0.33% | +963+39.5% | 加碼 |
| Northeast Financial Group, Inc. | 3,403 | $199.0 萬 | 0.77% | −1,043−23.5% | 減碼 |
| Matrix Trust Co | 3,409 | $199.3 萬 | 0.37% | +57+1.7% | 加碼 |
| Ninety One North America, Inc. | 3,415 | $199.7 萬 | 0.14% | +3,415 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 3,416 | $199.7 萬 | 0.27% | −81−2.3% | 減碼 |
| Transatlantique Private Wealth LLC | 3,417 | $199.8 萬 | 0.77% | +823+31.7% | 加碼 |
| Oxford Wealth Group, LLC | 3,419 | $199.9 萬 | 1.63% | −1,837−35.0% | 減碼 |
| Unique Wealth, LLC | 3,427 | $200.3 萬 | 0.46% | +194+6.0% | 加碼 |
| Golden State Equity Partners | 3,427 | $200.4 萬 | 0.31% | +355+11.6% | 加碼 |
| KC Investment Advisors, LLC | 3,428 | $200.4 萬 | 0.84% | +120+3.6% | 加碼 |
| Evernest Financial Advisors, LLC | 3,431 | $200.6 萬 | 0.54% | −84−2.4% | 減碼 |
| SeaBridge Investment Advisors LLC | 3,435 | $200.8 萬 | 0.49% | +3,435 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,583 | $200.9 萬 | 0.02% | +36+1.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,450 | $201.8 萬 | 0.09% | −36−1.0% | 減碼 |
| Teza Capital Management LLC | 3,474 | $203.1 萬 | 0.22% | +2,519+263.8% | 加碼 |