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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 14,146 | $827.1 萬 | 0.51% | −518−3.5% | 減碼 |
| American Trust | 14,097 | $824.2 萬 | 0.68% | −2,633−15.7% | 減碼 |
| Schnieders Capital Management LLC | 14,078 | $823.1 萬 | 1.57% | −840−5.6% | 減碼 |
| Cape Cod Five Cents Savings Bank | 14,057 | $821.9 萬 | 0.75% | +37+0.3% | 加碼 |
| Naples Global Advisors, LLC | 14,040 | $820.9 萬 | 0.76% | −44−0.3% | 減碼 |
| Harbour Trust & Investment Management Co | 14,038 | $820.8 萬 | 0.94% | +229+1.7% | 加碼 |
| Pacific Capital Partners Ltd | 14,035 | $820.6 萬 | 4.81% | +10,955+355.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 14,023 | $819.9 萬 | 1.85% | +213+1.5% | 加碼 |
| Liberty Capital Management, Inc. | 14,005 | $818.8 萬 | 1.81% | +60.0% | 加碼 |
| Tradewinds, LLC. | 13,980 | $817.4 萬 | 2.52% | +60.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 13,979 | $817.3 萬 | 0.26% | +4,007+40.2% | 加碼 |
| KMG Fiduciary Partners, LLC | 13,952 | $815.8 萬 | 0.70% | +75+0.5% | 加碼 |
| Paradigm Financial Partners, LLC | 13,428 | $813.5 萬 | 1.13% | −598−4.3% | 減碼 |
| Syon Capital LLC | 13,885 | $811.8 萬 | 0.72% | +79+0.6% | 加碼 |
| Asset Dedication, LLC | 13,753 | $804.1 萬 | 0.54% | −1,491−9.8% | 減碼 |
| Canal Capital Management, LLC | 13,749 | $803.9 萬 | 1.28% | +698+5.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,688 | $800.3 萬 | 0.39% | −820−5.7% | 減碼 |
| Resources Management Corp | 13,660 | $798.7 萬 | 1.08% | −179−1.3% | 減碼 |
| Perigon Wealth Management, LLC | 13,645 | $797.8 萬 | 0.21% | +88+0.6% | 加碼 |
| Eagle Capital Management, LLC | 13,644 | $797.7 萬 | 3.32% | +40+0.3% | 加碼 |
| Summit Trail Advisors, LLC | 13,631 | $797.0 萬 | 0.20% | +1,623+13.5% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 13,487 | $788.6 萬 | 4.59% | −751−5.3% | 減碼 |
| Eagle Rock Investment Company, LLC | 13,430 | $785.2 萬 | 1.32% | +2,635+24.4% | 加碼 |
| Little House Capital LLC | 13,379 | $782.3 萬 | 2.24% | +1,002+8.1% | 加碼 |
| CMH Wealth Management LLC | 13,374 | $782.0 萬 | 1.84% | −305−2.2% | 減碼 |
| Wealthspire Advisors, LLC | 13,363 | $781.3 萬 | 0.08% | +1,664+14.2% | 加碼 |
| Sandy Spring Bank | 13,238 | $774.0 萬 | 0.32% | −14−0.1% | 減碼 |
| Granite Investment Partners, LLC | 13,213 | $772.5 萬 | 0.33% | −353−2.6% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 13,200 | $771.8 萬 | 0.45% | −56−0.4% | 減碼 |
| Duncker Streett & Co Inc | 13,198 | $771.7 萬 | 1.41% | −670−4.8% | 減碼 |
| Checchi Capital Advisers, LLC | 13,149 | $768.8 萬 | 0.57% | −1,345−9.3% | 減碼 |
| Mirabaud Asset Management Ltd | 13,201 | $768.1 萬 | 3.17% | +13,201 | 新進 |
| Consolidated Investment Group LLC | 13,135 | $768.0 萬 | 1.14% | −2,000−13.2% | 減碼 |
| Sectoral Asset Management Inc | 13,125 | $767.4 萬 | 4.53% | −13,550−50.8% | 減碼 |
| Lindbrook Capital, LLC | 13,113 | $766.7 萬 | 0.68% | +690+5.6% | 加碼 |
| Great Lakes Retirement, Inc. | 13,090 | $765.3 萬 | 0.98% | +503+4.0% | 加碼 |
| Meridian Wealth Advisors, LLC | 13,078 | $764.6 萬 | 1.28% | +8+0.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 13,032 | $762.0 萬 | 2.53% | +34+0.3% | 加碼 |
| Whalerock Point Partners, LLC | 13,014 | $760.9 萬 | 1.81% | +572+4.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $760.1 萬 | 1.64% | 00.0% | 不變 |
| Sky Investment Group LLC | 12,959 | $757.7 萬 | 1.36% | −275−2.1% | 減碼 |
| GLOBALT Investments LLC | 12,903 | $754.4 萬 | 0.28% | +6,819+112.1% | 加碼 |
| Essex Financial Services, Inc. | 13,219 | $753.3 萬 | 0.54% | −585−4.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,784 | $747.4 萬 | 0.72% | −7,521−37.0% | 減碼 |
| HRT Financial LP | 12,763 | $746.2 萬 | 0.04% | −216,622−94.4% | 減碼 |
| Capital Planning Advisors, LLC | 12,736 | $744.6 萬 | 1.12% | +87+0.7% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,695 | $742.3 萬 | 1.85% | −280−2.2% | 減碼 |
| Larson Financial Group LLC | 12,686 | $741.7 萬 | 0.42% | +3,833+43.3% | 加碼 |
| Lee Danner & Bass Inc | 12,641 | $739.1 萬 | 0.52% | −140−1.1% | 減碼 |
| HBK Sorce Advisory LLC | 12,638 | $738.9 萬 | 0.23% | −390−3.0% | 減碼 |
| Charter Trust Co | 12,545 | $733.5 萬 | 0.47% | −248−1.9% | 減碼 |
| Farther Finance Advisors, LLC | 12,531 | $732.7 萬 | 0.27% | +332+2.7% | 加碼 |
| Vident Advisory, LLC | 12,496 | $730.7 萬 | 0.18% | −22,994−64.8% | 減碼 |
| Prosperity Consulting Group, LLC | 12,489 | $730.2 萬 | 0.57% | +8,541+216.3% | 加碼 |
| Chicago Trust Co NA | 12,477 | $729.5 萬 | 1.26% | +554+4.6% | 加碼 |
| Legacy Advisors, LLC | 12,465 | $728.8 萬 | 0.79% | +909+7.9% | 加碼 |
| Asset Planning Services Inc | 12,465 | $728.8 萬 | 3.60% | +150+1.2% | 加碼 |
| Lincoln Capital Corp | 12,463 | $728.7 萬 | 2.98% | +103+0.8% | 加碼 |
| Silicon Valley Capital Partners | 12,462 | $728.6 萬 | 0.95% | −3,941−24.0% | 減碼 |
| Nations Financial Group Inc, | 12,441 | $727.5 萬 | 0.53% | +1,051+9.2% | 加碼 |
| Lake Street Advisors Group, LLC | 12,397 | $724.8 萬 | 0.33% | +225+1.8% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,375 | $723.5 萬 | 0.21% | 00.0% | 不變 |
| GeoWealth Management, LLC | 12,352 | $722.2 萬 | 0.25% | +1,204+10.8% | 加碼 |
| Ulland Investment Advisors, LLC | 12,332 | $721.0 萬 | 5.28% | −483−3.8% | 減碼 |
| First Interstate Bank | 12,304 | $719.4 萬 | 0.44% | −340−2.7% | 減碼 |
| Community Financial Services Group, LLC | 12,303 | $719.3 萬 | 1.47% | +436+3.7% | 加碼 |
| Wedmont Private Capital | 12,280 | $716.6 萬 | 0.41% | +1,339+12.2% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 12,221 | $714.7 萬 | 1.44% | +1,597+15.0% | 加碼 |
| GYL Financial Synergies, LLC | 12,183 | $712.3 萬 | 0.54% | −1,251−9.3% | 減碼 |
| Buck Wealth Strategies, LLC | 12,176 | $712.0 萬 | 2.24% | −1,789−12.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 12,175 | $711.8 萬 | 0.25% | −2,134−14.9% | 減碼 |
| Independent Financial Group, LLC | 12,146 | $710.2 萬 | 0.26% | −598−4.7% | 減碼 |
| Field & Main Bank | 12,123 | $708.8 萬 | 2.53% | −252−2.0% | 減碼 |
| Culbertson A N & Co Inc | 12,116 | $708.4 萬 | 1.14% | 00.0% | 不變 |
| Rockline Wealth Management, LLC | 12,113 | $708.2 萬 | 2.00% | +430+3.7% | 加碼 |
| Wright Investors Service Inc | 12,113 | $708.2 萬 | 1.85% | −2,986−19.8% | 減碼 |
| Warren Averett Asset Management, LLC | 12,089 | $706.8 萬 | 0.13% | −464−3.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 12,069 | $705.7 萬 | 0.54% | +491+4.2% | 加碼 |
| Nemes Rush Group LLC | 14,256 | $705.3 萬 | 1.02% | −514−3.5% | 減碼 |
| Cornerstone Wealth Group, LLC | 12,040 | $704.0 萬 | 0.58% | +209+1.8% | 加碼 |
| Timber Creek Capital Management LLC | 12,035 | $703.7 萬 | 1.97% | −2,857−19.2% | 減碼 |
| Tenere Capital LLC | 12,023 | $703.0 萬 | 1.87% | +12,023 | 新進 |
| Fifth Third Wealth Advisors LLC | 12,018 | $702.7 萬 | 0.43% | +1,594+15.3% | 加碼 |
| Harbour Capital Advisors, LLC | 11,867 | $701.6 萬 | 1.62% | −1,802−13.2% | 減碼 |
| Olstein Capital Management, L.P. | 12,000 | $701.6 萬 | 1.19% | −4,500−27.3% | 減碼 |
| Weatherly Asset Management L. P. | 11,997 | $701.5 萬 | 0.61% | −530−4.2% | 減碼 |
| Perkins Coie Trust Co | 11,989 | $701.0 萬 | 1.55% | −93−0.8% | 減碼 |
| Marshall & Sullivan Inc | 11,982 | $700.6 萬 | 3.36% | −218−1.8% | 減碼 |
| GPM Growth Investors, Inc. | 11,951 | $698.8 萬 | 2.91% | −606−4.8% | 減碼 |
| Change Path, LLC | 11,903 | $695.9 萬 | 0.24% | +1,512+14.6% | 加碼 |
| Jessup Wealth Management, Inc | 11,891 | $695.2 萬 | 3.19% | +5,307+80.6% | 加碼 |
| Waldron Private Wealth LLC | 11,885 | $694.9 萬 | 0.29% | +269+2.3% | 加碼 |
| Integrated Advisors Network LLC | 11,867 | $693.8 萬 | 0.33% | +336+2.9% | 加碼 |
| Proequities, Inc. | 11,818 | $691.0 萬 | 0.41% | −296−2.4% | 減碼 |
| Value Partners Investments Inc. | 11,766 | $688.7 萬 | 0.56% | +169+1.5% | 加碼 |
| Western Wealth Management, LLC | 11,760 | $687.6 萬 | 0.39% | +3,295+38.9% | 加碼 |
| Stiles Financial Services Inc | 11,735 | $686.5 萬 | 2.42% | −240−2.0% | 減碼 |
| Coastline Trust Co | 11,731 | $685.9 萬 | 0.81% | −2,796−19.2% | 減碼 |
| City Holding Co | 11,700 | $684.0 萬 | 0.95% | −41−0.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,667 | $682.1 萬 | 0.69% | +204+1.8% | 加碼 |