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 |
|---|---|---|---|---|---|
| Napa Wealth Management | 4,092 | $239.3 萬 | 1.13% | +4,092 | 新進 |
| Oarsman Capital, Inc. | 4,094 | $239.4 萬 | 0.44% | +173+4.4% | 加碼 |
| Prestige Wealth Management Group LLC | 4,094 | $239.4 萬 | 0.50% | −12−0.3% | 減碼 |
| Frisch Financial Group, Inc. | 4,097 | $239.6 萬 | 0.72% | −112−2.7% | 減碼 |
| Quent Capital, LLC | 4,110 | $240.1 萬 | 0.24% | +102+2.5% | 加碼 |
| 9258 Wealth Management, LLC | 4,120 | $240.9 萬 | 0.36% | −68−1.6% | 減碼 |
| Triangle Securities Wealth Management | 4,120 | $240.9 萬 | 0.62% | −51−1.2% | 減碼 |
| West Family Investments, Inc. | 4,139 | $242.0 萬 | 0.82% | −8,595−67.5% | 減碼 |
| Aaron Wealth Advisors | 4,150 | $242.6 萬 | 0.29% | +661+18.9% | 加碼 |
| Freedom Day Solutions, LLC | 4,158 | $243.1 萬 | 0.76% | −33−0.8% | 減碼 |
| Financial Perspectives, Inc | 4,159 | $243.2 萬 | 0.84% | −140−3.3% | 減碼 |
| Courier Capital LLC | 4,161 | $243.3 萬 | 0.17% | +2,912+233.1% | 加碼 |
| Oak Associates, Ltd | 4,169 | $243.8 萬 | 0.16% | 00.0% | 不變 |
| IFG Advisory, LLC | 4,192 | $245.1 萬 | 0.16% | −80−1.9% | 減碼 |
| Revolve Wealth Partners, LLC | 4,195 | $245.3 萬 | 0.37% | +242+6.1% | 加碼 |
| Secure Asset Management, LLC | 4,197 | $245.4 萬 | 0.41% | +124+3.0% | 加碼 |
| Nwam LLC | 4,198 | $245.5 萬 | 0.15% | +1,336+46.7% | 加碼 |
| Weaver Capital Management LLC | 4,201 | $245.6 萬 | 0.74% | −242−5.4% | 減碼 |
| Boothbay Fund Management, LLC | 4,204 | $245.8 萬 | 0.08% | −14,535−77.6% | 減碼 |
| Criterion Capital Advisors, LLC | 4,833 | $246.1 萬 | 1.55% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 4,210 | $246.2 萬 | 1.05% | −26−0.6% | 減碼 |
| Empire Financial Management Company, LLC | 4,216 | $246.5 萬 | 0.76% | +37+0.9% | 加碼 |
| Left Brain Wealth Management, LLC | 4,219 | $246.7 萬 | 1.15% | +42+1.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,226 | $247.1 萬 | 0.19% | −143−3.3% | 減碼 |
| Palouse Capital Management, Inc. | 4,227 | $247.1 萬 | 1.56% | −525−11.0% | 減碼 |
| Hardy Reed LLC | 4,233 | $247.5 萬 | 0.22% | +9+0.2% | 加碼 |
| Romano Brothers and Company | 4,236 | $247.6 萬 | 0.31% | +58+1.4% | 加碼 |
| Fairfield Financial Advisors, LTD | 4,251 | $248.6 萬 | 0.85% | −58−1.3% | 減碼 |
| Financial Advocates Investment Management | 4,253 | $248.6 萬 | 0.14% | −128−2.9% | 減碼 |
| Bank of Hawaii | 4,263 | $249.2 萬 | 0.10% | +2,213+108.0% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,272 | $249.8 萬 | 0.38% | +64+1.5% | 加碼 |
| Cooper Financial Group | 4,272 | $249.8 萬 | 0.32% | +1,541+56.4% | 加碼 |
| CIC Wealth, LLC | 4,274 | $249.9 萬 | 0.65% | −133−3.0% | 減碼 |
| Ted Buchan & Co | 4,278 | $250.1 萬 | 1.19% | +845+24.6% | 加碼 |
| Advisory Alpha, LLC | 4,280 | $250.3 萬 | 0.09% | −135−3.1% | 減碼 |
| Phoenix Wealth Advisors | 4,282 | $250.4 萬 | 1.16% | +3,794+777.5% | 加碼 |
| Legato Capital Management LLC | 4,293 | $251.0 萬 | 0.31% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 4,307 | $251.8 萬 | 1.05% | −202−4.5% | 減碼 |
| Northcape Wealth Management, LLC | 4,308 | $251.9 萬 | 0.82% | +31+0.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,320 | $252.6 萬 | 0.28% | +394+10.0% | 加碼 |
| LaFleur & Godfrey LLC | 4,357 | $254.7 萬 | 0.35% | −57−1.3% | 減碼 |
| Tyche Wealth Partners LLC | 4,365 | $255.2 萬 | 0.58% | +90+2.1% | 加碼 |
| First Business Financial Services, Inc. | 4,370 | $255.5 萬 | 0.26% | +127+3.0% | 加碼 |
| First National Advisers, LLC | 4,377 | $255.9 萬 | 0.41% | −323−6.9% | 減碼 |
| Voya Financial Advisors, Inc. | 4,399 | $255.9 萬 | 0.28% | −272−5.8% | 減碼 |
| Sterling Investment Management, Inc. | 4,381 | $256.1 萬 | 1.94% | −275−5.9% | 減碼 |
| Monte Financial Group, LLC | 4,387 | $256.5 萬 | 1.06% | −483−9.9% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,395 | $257.0 萬 | 0.83% | −16−0.4% | 減碼 |
| Cape Ann Savings Bank | 4,395 | $257.0 萬 | 1.49% | −125−2.8% | 減碼 |
| CFM Wealth Partners LLC | 4,396 | $257.0 萬 | 0.45% | +997+29.3% | 加碼 |
| Aries Wealth Management | 4,401 | $257.3 萬 | 0.71% | +451+11.4% | 加碼 |
| Prosperitas Financial LLC | 4,403 | $257.4 萬 | 1.39% | +341+8.4% | 加碼 |
| Trust Point Inc. | 4,409 | $257.8 萬 | 0.19% | +194+4.6% | 加碼 |
| Oak Asset Management, LLC | 4,414 | $258.1 萬 | 0.91% | −200−4.3% | 減碼 |
| Eqis Capital Management, Inc. | 4,416 | $258.2 萬 | 0.21% | −691−13.5% | 減碼 |
| Wealth Effects LLC | 4,426 | $258.8 萬 | 0.91% | −10.0% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,426 | $258.8 萬 | 1.41% | +464+11.7% | 加碼 |
| Park Place Capital Corp | 4,428 | $258.9 萬 | 0.74% | +177+4.2% | 加碼 |
| PDS Planning, Inc | 4,435 | $259.3 萬 | 0.23% | −388−8.0% | 減碼 |
| Okabena Investment Services Inc | 4,440 | $259.6 萬 | 0.73% | −1,281−22.4% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,440 | $259.6 萬 | 2.34% | −467−9.5% | 減碼 |
| Canopy Partners, LLC | 4,450 | $260.2 萬 | 1.12% | +81+1.9% | 加碼 |
| Trueblood Wealth Management, LLC | 4,455 | $260.5 萬 | 1.31% | −39−0.9% | 減碼 |
| Oakworth Capital, Inc. | 4,458 | $260.7 萬 | 0.18% | +472+11.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 4,459 | $260.7 萬 | 0.25% | −197−4.2% | 減碼 |
| Catalyst Financial Partners LLC | 4,464 | $261.0 萬 | 0.51% | +139+3.2% | 加碼 |
| Next Century Growth Investors LLC | 4,479 | $261.9 萬 | 0.21% | −354−7.3% | 減碼 |
| Aspiriant, LLC | 4,482 | $262.1 萬 | 0.10% | +174+4.0% | 加碼 |
| RFG Advisory, LLC | 4,485 | $262.2 萬 | 0.08% | −403−8.2% | 減碼 |
| LM Advisors LLC | 4,488 | $262.4 萬 | 0.53% | −415−8.5% | 減碼 |
| SilverOak Wealth Management LLC | 4,513 | $263.8 萬 | 0.59% | −13−0.3% | 減碼 |
| Applied Capital LLC | 4,514 | $263.9 萬 | 2.06% | −101−2.2% | 減碼 |
| Finivi Inc. | 4,526 | $264.6 萬 | 2.14% | −341−7.0% | 減碼 |
| Opal Wealth Advisors, LLC | 4,535 | $265.2 萬 | 0.83% | +710+18.6% | 加碼 |
| Hartford Financial Management Inc. | 4,537 | $265.3 萬 | 0.54% | −645−12.4% | 減碼 |
| Greater Midwest Financial Group, LLC | 4,546 | $265.8 萬 | 1.56% | +36+0.8% | 加碼 |
| Capital Management Associates, Inc | 4,552 | $266.1 萬 | 1.09% | +452+11.0% | 加碼 |
| Boomfish Wealth Group, LLC | 4,567 | $267.0 萬 | 1.64% | −217−4.5% | 減碼 |
| Radnor Capital Management, LLC | 4,574 | $267.4 萬 | 0.40% | +195+4.5% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $267.5 萬 | 0.88% | 00.0% | 不變 |
| Payden & Rygel | 4,580 | $267.8 萬 | 0.21% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 4,582 | $267.9 萬 | 0.20% | −1,836−28.6% | 減碼 |
| Quadcap Wealth Management, LLC | 4,589 | $268.3 萬 | 0.42% | −776−14.5% | 減碼 |
| Means Investment Co., Inc. | 4,600 | $268.9 萬 | 0.30% | −29−0.6% | 減碼 |
| Alaethes Wealth LLC | 4,614 | $269.8 萬 | 1.00% | −163−3.4% | 減碼 |
| Paralel Advisors LLC | 4,615 | $269.8 萬 | 0.12% | 00.0% | 不變 |
| Fielder Capital Group LLC | 4,615 | $269.8 萬 | 0.89% | +18+0.4% | 加碼 |
| Marcum Wealth, LLC | 4,625 | $270.4 萬 | 0.25% | −259−5.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,628 | $270.6 萬 | 0.60% | +754+19.5% | 加碼 |
| WP Advisors, LLC | 4,628 | $270.6 萬 | 0.99% | −255−5.2% | 減碼 |
| Harvey Investment Co LLC | 4,651 | $271.9 萬 | 0.31% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,653 | $272.1 萬 | 0.93% | −138−2.9% | 減碼 |
| Sierra Capital LLC | 4,663 | $272.6 萬 | 0.33% | +616+15.2% | 加碼 |
| Cahill Financial Advisors Inc | 4,676 | $273.4 萬 | 0.37% | +270+6.1% | 加碼 |
| JNBA Financial Advisors | 4,686 | $274.0 萬 | 0.28% | +20+0.4% | 加碼 |
| Court Place Advisors, LLC | 4,689 | $274.2 萬 | 0.80% | −70−1.5% | 減碼 |
| One Capital Management, LLC | 4,697 | $274.6 萬 | 0.09% | +86+1.9% | 加碼 |
| CNB Bank | 4,697 | $274.6 萬 | 1.27% | −501−9.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,700 | $274.8 萬 | 0.58% | +128+2.8% | 加碼 |
| BigSur Wealth Management LLC | 4,718 | $275.9 萬 | 0.76% | 00.0% | 不變 |