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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 18,118 | $1,059 萬 | 1.26% | +179+1.0% | 加碼 |
| Evergreen Capital Management LLC | 18,070 | $1,057 萬 | 0.35% | +426+2.4% | 加碼 |
| Biondo Investment Advisors, LLC | 18,023 | $1,054 萬 | 1.44% | +367+2.1% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,002 | $1,053 萬 | 2.58% | +76+0.4% | 加碼 |
| Venture Visionary Partners LLC | 17,906 | $1,047 萬 | 0.46% | −789−4.2% | 減碼 |
| Evexia Wealth LLC | 17,929 | $1,046 萬 | 3.71% | −565−3.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 17,879 | $1,045 萬 | 2.88% | −3,810−17.6% | 減碼 |
| Great Waters Wealth Management | 17,873 | $1,045 萬 | 1.41% | −127−0.7% | 減碼 |
| Davis-Rea Ltd. | 17,863 | $1,044 萬 | 4.54% | +21+0.1% | 加碼 |
| AlTi Global, Inc. | 17,813 | $1,041 萬 | 0.25% | +69+0.4% | 加碼 |
| Citizens National Bank Trust Department | 17,789 | $1,040 萬 | 2.19% | −40−0.2% | 減碼 |
| AMG National Trust Bank | 17,673 | $1,033 萬 | 0.28% | +778+4.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,599 | $1,029 萬 | 0.33% | −2,533−12.6% | 減碼 |
| Morse Asset Management, Inc | 17,593 | $1,029 萬 | 2.22% | −38−0.2% | 減碼 |
| Atlantic Union Bankshares Corp | 17,566 | $1,027 萬 | 0.60% | −325−1.8% | 減碼 |
| Chronos Wealth Management, LLC | 17,509 | $1,024 萬 | 5.34% | +46+0.3% | 加碼 |
| Estabrook Capital Management | 17,431 | $1,019 萬 | 1.52% | −275−1.6% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 17,396 | $1,017 萬 | 3.06% | −1,879−9.7% | 減碼 |
| Security National Bank | 17,379 | $1,016 萬 | 1.38% | −48−0.3% | 減碼 |
| Twin Capital Management Inc | 17,343 | $1,014 萬 | 1.14% | −4,070−19.0% | 減碼 |
| Exchange Traded Concepts, LLC | 17,332 | $1,013 萬 | 0.24% | −1,474−7.8% | 減碼 |
| Ballentine Partners, LLC | 17,331 | $1,013 萬 | 0.17% | +809+4.9% | 加碼 |
| St Germain D J Co Inc | 17,256 | $1,009 萬 | 0.46% | −3,311−16.1% | 減碼 |
| Elk River Wealth Management, LLC | 17,237 | $1,008 萬 | 1.83% | −44−0.3% | 減碼 |
| Cullinan Associates Inc | 17,548 | $1,003 萬 | 0.57% | −3,404−16.2% | 減碼 |
| Advanced Asset Management Advisors Inc | 19,700 | $1,003 萬 | 2.68% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 17,046 | $996.6 萬 | 0.46% | +114+0.7% | 加碼 |
| Stonegate Investment Group, LLC | 16,992 | $993.5 萬 | 0.26% | −251−1.5% | 減碼 |
| Verdence Capital Advisors LLC | 16,957 | $991.5 萬 | 0.79% | +239+1.4% | 加碼 |
| Soros Capital Management LLC | 16,900 | $988.1 萬 | 2.38% | +16,900 | 新進 |
| Unison Asset Management LLC | 16,886 | $987.3 萬 | 4.69% | −25−0.1% | 減碼 |
| Strategic Wealth Designers | 16,915 | $986.6 萬 | 1.06% | +4,533+36.6% | 加碼 |
| Fundamentun, LLC | 16,849 | $985.2 萬 | 0.69% | −816−4.6% | 減碼 |
| Red Door Wealth Management, LLC | 16,823 | $983.6 萬 | 1.64% | +680+4.2% | 加碼 |
| Pitcairn Co | 16,767 | $980.3 萬 | 0.58% | −2,093−11.1% | 減碼 |
| Gotham Asset Management, LLC | 16,761 | $980.0 萬 | 0.10% | +4,146+32.9% | 加碼 |
| Ledyard National Bank | 16,667 | $974.5 萬 | 0.89% | −164−1.0% | 減碼 |
| Blue Edge Capital, LLC | 16,642 | $973.0 萬 | 1.52% | +80.0% | 加碼 |
| Puzo Michael J | 16,637 | $972.7 萬 | 2.54% | +123+0.7% | 加碼 |
| Avitas Wealth Management LLC | 16,536 | $966.8 萬 | 1.36% | −270−1.6% | 減碼 |
| Montag & Caldwell, LLC | 16,508 | $965.2 萬 | 1.96% | −709−4.1% | 減碼 |
| Winmill & Co. Inc | 16,475 | $963.3 萬 | 3.24% | 00.0% | 不變 |
| Central Bank & Trust Co | 16,445 | $961.5 萬 | 1.33% | −1,475−8.2% | 減碼 |
| Meeder Advisory Services, Inc. | 16,424 | $960.3 萬 | 0.62% | +1,420+9.5% | 加碼 |
| Marietta Wealth Management, LLC | 16,423 | $960.2 萬 | 1.40% | +486+3.0% | 加碼 |
| Tradition Wealth Management, LLC | 16,396 | $958.7 萬 | 0.85% | −384−2.3% | 減碼 |
| Blue Fin Capital, Inc. | 16,392 | $958.5 萬 | 1.82% | +199+1.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,370 | $957.1 萬 | 0.94% | +236+1.5% | 加碼 |
| Leuthold Group, LLC | 16,363 | $956.7 萬 | 1.06% | −1,184−6.7% | 減碼 |
| Busey Wealth Management | 16,314 | $953.8 萬 | 0.31% | +328+2.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 16,293 | $952.6 萬 | 2.28% | +62+0.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 16,281 | $951.9 萬 | 0.61% | −760−4.5% | 減碼 |
| Stolper Co | 16,275 | $951.6 萬 | 3.11% | −288−1.7% | 減碼 |
| Ocean Capital Management, LLC | 16,243 | $949.7 萬 | 2.22% | +2,017+14.2% | 加碼 |
| Colonial Trust Co | 16,226 | $948.7 萬 | 1.46% | +834+5.4% | 加碼 |
| Thompson Investment Management, Inc. | 16,218 | $948.2 萬 | 1.35% | +1,439+9.7% | 加碼 |
| Burt Wealth Advisors | 16,116 | $942.3 萬 | 2.32% | −252−1.5% | 減碼 |
| Rothschild Capital Partners, LLC | 16,106 | $941.7 萬 | 2.63% | +624+4.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,104 | $941.6 萬 | 0.67% | +1,355+9.2% | 加碼 |
| Vestor Capital, LLC | 16,062 | $939.1 萬 | 0.74% | −29,300−64.6% | 減碼 |
| Alapocas Investment Partners, Inc. | 16,037 | $937.7 萬 | 5.51% | +57+0.4% | 加碼 |
| Fragasso Group Inc. | 16,037 | $937.6 萬 | 0.72% | −384−2.3% | 減碼 |
| Griffin Asset Management, Inc. | 16,025 | $936.9 萬 | 1.05% | +50+0.3% | 加碼 |
| Brighton Jones LLC | 16,018 | $936.5 萬 | 0.35% | −10,284−39.1% | 減碼 |
| Hilton Capital Management, LLC | 16,005 | $935.8 萬 | 0.73% | +414+2.7% | 加碼 |
| First National Bank of Omaha | 15,875 | $928.2 萬 | 0.59% | −3,834−19.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 15,853 | $926.9 萬 | 0.81% | −1,045−6.2% | 減碼 |
| IFP Advisors, Inc | 15,814 | $924.9 萬 | 0.33% | +2,536+19.1% | 加碼 |
| NorthRock Partners, LLC | 15,756 | $921.1 萬 | 0.30% | +1,046+7.1% | 加碼 |
| Spirepoint Private Client, LLC | 15,733 | $919.9 萬 | 1.22% | +630+4.2% | 加碼 |
| Hansen & Associates Financial Group, Inc. | 16,022 | $913.0 萬 | 4.82% | +16,022 | 新進 |
| Zions Bancorporation, N.A. | 15,590 | $911.5 萬 | 0.66% | +443+2.9% | 加碼 |
| BTC Capital Management, Inc. | 15,564 | $910.0 萬 | 0.81% | −224−1.4% | 減碼 |
| RNC Capital Management LLC | 17,828 | $907.9 萬 | 0.50% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 15,429 | $902.1 萬 | 0.00% | −3,414−18.1% | 減碼 |
| Alley Investment Management Company, LLC | 15,420 | $901.6 萬 | 1.14% | −22−0.1% | 減碼 |
| SOL Capital Management CO | 15,338 | $896.8 萬 | 1.00% | +20+0.1% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,338 | $896.8 萬 | 0.94% | +8,899+138.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 15,305 | $894.8 萬 | 2.49% | +106+0.7% | 加碼 |
| Davy Global Fund Management Ltd | 15,300 | $894.6 萬 | 0.93% | −44−0.3% | 減碼 |
| J. Safra Sarasin Holding AG | 15,243 | $891.2 萬 | 0.15% | −9,733−39.0% | 減碼 |
| Schechter Investment Advisors, LLC | 15,154 | $886.0 萬 | 0.65% | −6,154−28.9% | 減碼 |
| Sigma Planning Corp | 15,072 | $881.2 萬 | 0.27% | +144+1.0% | 加碼 |
| Sigma Investment Counselors Inc | 15,025 | $878.5 萬 | 0.52% | −115−0.8% | 減碼 |
| Moore Capital Management, LP | 15,000 | $877.0 萬 | 0.25% | −35,000−70.0% | 減碼 |
| Goelzer Investment Management, Inc. | 14,997 | $876.8 萬 | 0.48% | −1,174−7.3% | 減碼 |
| Asio Capital, LLC | 14,921 | $872.4 萬 | 1.66% | −41−0.3% | 減碼 |
| Valeo Financial Advisors, LLC | 14,894 | $870.8 萬 | 0.25% | −170−1.1% | 減碼 |
| Kidder Stephen W | 14,726 | $861.0 萬 | 2.54% | +33+0.2% | 加碼 |
| Ballast, Inc. | 14,655 | $856.8 萬 | 2.43% | −113−0.8% | 減碼 |
| Tritonpoint Wealth, LLC | 14,694 | $855.0 萬 | 0.78% | +1,102+8.1% | 加碼 |
| Bellecapital International Ltd. | 14,597 | $853.5 萬 | 1.69% | −294−2.0% | 減碼 |
| Burns J W & Co Inc | 14,589 | $853.0 萬 | 1.11% | −126−0.9% | 減碼 |
| Brown Shipley& Co Ltd | 14,555 | $851.0 萬 | 4.19% | −393−2.6% | 減碼 |
| Empire Life Investments Inc. | 14,525 | $849.2 萬 | 0.52% | −253−1.7% | 減碼 |
| Buckhead Capital Management LLC | 14,428 | $843.6 萬 | 2.67% | −58−0.4% | 減碼 |
| Ostrum Asset Management | 14,401 | $842.0 萬 | 0.70% | −2,782−16.2% | 減碼 |
| GAMMA Investing LLC | 14,393 | $841.5 萬 | 0.83% | +4,187+41.0% | 加碼 |
| Telos Capital Management, Inc. | 14,207 | $830.7 萬 | 0.87% | −73−0.5% | 減碼 |
| Capital Investment Counsel, LLC | 14,151 | $827.4 萬 | 1.43% | +973+7.4% | 加碼 |