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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 11,666 | $682.1 萬 | 0.32% | −49−0.4% | 減碼 |
| NBC Securities, Inc. | 11,606 | $678.5 萬 | 0.57% | +9+0.1% | 加碼 |
| IHT Wealth Management, LLC | 11,569 | $676.4 萬 | 0.19% | +2,756+31.3% | 加碼 |
| Capstone Investment Advisors, LLC | 11,552 | $675.4 萬 | 0.13% | −11,329−49.5% | 減碼 |
| PFG Investments, LLC | 11,528 | $674.0 萬 | 0.44% | −24−0.2% | 減碼 |
| Souders Financial Advisors | 11,521 | $673.6 萬 | 0.94% | +60+0.5% | 加碼 |
| Csenge Advisory Group | 11,254 | $673.1 萬 | 0.35% | +353+3.2% | 加碼 |
| Transform Wealth, LLC | 11,508 | $672.9 萬 | 0.45% | −13,779−54.5% | 減碼 |
| Barbara Oil Co. | 11,500 | $672.4 萬 | 2.75% | 00.0% | 不變 |
| River Wealth Advisors LLC | 11,473 | $670.8 萬 | 0.89% | +428+3.9% | 加碼 |
| Quadrant Capital Group LLC | 11,472 | $670.7 萬 | 0.47% | −37−0.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,450 | $669.4 萬 | 0.28% | +2,557+28.8% | 加碼 |
| Lountzis Asset Management, LLC | 11,445 | $669.2 萬 | 2.78% | +50.0% | 加碼 |
| First Hawaiian Bank | 11,438 | $668.8 萬 | 0.21% | −2,722−19.2% | 減碼 |
| Nikulski Financial, Inc. | 11,424 | $668.0 萬 | 2.00% | +29+0.3% | 加碼 |
| Carderock Capital Management Inc | 11,414 | $667.4 萬 | 1.58% | +964+9.2% | 加碼 |
| Lynch Asset Management, Inc. | 11,400 | $666.5 萬 | 2.80% | 00.0% | 不變 |
| Montag A & Associates Inc | 11,399 | $666.5 萬 | 0.31% | +267+2.4% | 加碼 |
| Rench Wealth Management, Inc. | 11,395 | $666.2 萬 | 2.29% | +645+6.0% | 加碼 |
| JCIC Asset Management Inc. | 11,391 | $666.0 萬 | 2.73% | +145+1.3% | 加碼 |
| Keeler Thomas Management LLC | 11,329 | $662.4 萬 | 2.09% | −161−1.4% | 減碼 |
| Arkadios Wealth Advisors | 11,320 | $661.8 萬 | 0.38% | +2,143+23.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,290 | $660.1 萬 | 0.26% | +161+1.4% | 加碼 |
| Northern Oak Wealth Management Inc | 11,256 | $658.1 萬 | 0.77% | −1,861−14.2% | 減碼 |
| DLK Investment Management, LLC | 11,242 | $657.3 萬 | 2.52% | −32−0.3% | 減碼 |
| Meritage Portfolio Management | 11,232 | $656.7 萬 | 0.40% | −3,527−23.9% | 減碼 |
| D L Carlson Investment Group Inc | 11,216 | $655.8 萬 | 1.19% | −154−1.4% | 減碼 |
| Qtron Investments LLC | 11,216 | $655.8 萬 | 0.90% | +975+9.5% | 加碼 |
| Chatham Capital Group, Inc. | 11,202 | $655.0 萬 | 1.07% | +89+0.8% | 加碼 |
| Acropolis Investment Management, LLC | 11,127 | $650.5 萬 | 0.39% | −74−0.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 11,116 | $649.8 萬 | 0.30% | +1,156+11.6% | 加碼 |
| Plancorp, LLC | 11,094 | $648.6 萬 | 0.26% | −377−3.3% | 減碼 |
| Mirador Capital Partners LP | 11,062 | $646.8 萬 | 1.16% | −113−1.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 11,060 | $646.7 萬 | 0.87% | −8−0.1% | 減碼 |
| Atlantic Trust, LLC | 11,058 | $646.5 萬 | 1.55% | −466−4.0% | 減碼 |
| Gs Investments, Inc. | 11,044 | $645.7 萬 | 2.87% | −20−0.2% | 減碼 |
| Sowell Financial Services LLC | 11,028 | $644.8 萬 | 0.30% | −407−3.6% | 減碼 |
| Sandhill Capital Partners LLC | 11,023 | $644.5 萬 | 0.46% | +124+1.1% | 加碼 |
| West Branch Capital LLC | 11,008 | $643.6 萬 | 2.23% | +38+0.3% | 加碼 |
| Connecticut Wealth Management, LLC | 10,999 | $643.1 萬 | 0.31% | −630−5.4% | 減碼 |
| Ayrshire Capital Management LLC | 10,988 | $642.4 萬 | 3.06% | +76+0.7% | 加碼 |
| Capital Analysts, LLC | 10,935 | $639.3 萬 | 0.26% | −307−2.7% | 減碼 |
| Equitable Trust Co | 10,891 | $636.8 萬 | 0.41% | +706+6.9% | 加碼 |
| MainStreet Investment Advisors LLC | 10,862 | $635.1 萬 | 0.84% | −3,820−26.0% | 減碼 |
| Dynasty Wealth Management, LLC | 10,856 | $634.7 萬 | 0.19% | −789−6.8% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 10,797 | $631.3 萬 | 1.96% | +235+2.2% | 加碼 |
| CX Institutional | 10,750 | $628.5 萬 | 0.28% | −10,691−49.9% | 減碼 |
| Bristlecone Advisors, LLC | 10,748 | $628.4 萬 | 0.50% | −376−3.4% | 減碼 |
| J. W. Coons Advisors, LLC | 10,745 | $628.2 萬 | 1.57% | −65−0.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,738 | $627.8 萬 | 3.80% | −233−2.1% | 減碼 |
| Simmons Bank | 10,721 | $626.8 萬 | 0.45% | −212−1.9% | 減碼 |
| Round Rock Advisors, LLC | 10,657 | $623.1 萬 | 1.46% | 00.0% | 不變 |
| Independence Bank of Kentucky | 10,594 | $619.4 萬 | 1.33% | +2,701+34.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 10,569 | $617.9 萬 | 0.66% | 00.0% | 不變 |
| Trust Asset Management LLC | 10,545 | $616.5 萬 | 0.49% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 10,510 | $614.5 萬 | 0.27% | −27−0.3% | 減碼 |
| Cypress Asset Management Inc | 10,501 | $614.0 萬 | 1.53% | +189+1.8% | 加碼 |
| SlateStone Wealth, LLC | 10,497 | $613.7 萬 | 0.55% | −2,537−19.5% | 減碼 |
| Kingsview Wealth Management, LLC | 10,461 | $611.6 萬 | 0.13% | +416+4.1% | 加碼 |
| Lakeview Capital Partners, LLC | 10,447 | $610.8 萬 | 0.97% | +1,081+11.5% | 加碼 |
| Trinity Legacy Partners, LLC | 10,042 | $608.0 萬 | 1.56% | −231−2.2% | 減碼 |
| Bank of New Hampshire | 10,390 | $607.5 萬 | 1.52% | +30.0% | 加碼 |
| Horizon Investments, LLC | 10,350 | $605.1 萬 | 0.16% | +102+1.0% | 加碼 |
| Allen Capital Group, LLC | 10,337 | $604.4 萬 | 0.77% | +291+2.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 10,307 | $602.6 萬 | 0.66% | +2,879+38.8% | 加碼 |
| Commonwealth Retirement Investments LLC | 10,295 | $601.9 萬 | 2.52% | +195+1.9% | 加碼 |
| Peloton Wealth Strategists | 10,288 | $601.5 萬 | 2.39% | +50.0% | 加碼 |
| CWA Asset Management Group, LLC | 10,275 | $600.7 萬 | 0.32% | +10,275 | 新進 |
| William B. Walkup & Associates, Inc. | 10,250 | $599.3 萬 | 3.71% | −6−0.1% | 減碼 |
| HGK Asset Management Inc | 10,180 | $595.2 萬 | 1.10% | −2,222−17.9% | 減碼 |
| FreeGulliver LLC | 10,177 | $595.0 萬 | 3.53% | +163+1.6% | 加碼 |
| Fulton Bank, N.A. | 10,172 | $594.7 萬 | 0.23% | −3,511−25.7% | 減碼 |
| Diversify Wealth Management, LLC | 10,488 | $592.2 萬 | 0.57% | −2,900−21.7% | 減碼 |
| Highland Capital Management, LLC | 10,075 | $589.1 萬 | 0.34% | −4,546−31.1% | 減碼 |
| Zega Financial, LLC | 10,052 | $587.7 萬 | 1.93% | +2,184+27.8% | 加碼 |
| Trifecta Capital Advisors, LLC | 10,052 | $587.7 萬 | 1.23% | +40.0% | 加碼 |
| Cordatus Wealth Management LLC | 10,031 | $586.5 萬 | 2.11% | +46+0.5% | 加碼 |
| Fairhaven Wealth Management, LLC | 10,025 | $586.2 萬 | 1.80% | +26+0.3% | 加碼 |
| Plimoth Trust Co LLC | 10,008 | $585.1 萬 | 1.47% | +65+0.7% | 加碼 |
| Viking Fund Management LLC | 10,000 | $584.7 萬 | 0.95% | 00.0% | 不變 |
| First Trust Investment Solutions L.P. | 9,982 | $583.6 萬 | 0.66% | −371−3.6% | 減碼 |
| Cypress Capital Group | 9,981 | $583.6 萬 | 0.66% | −296−2.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,959 | $582.3 萬 | 1.02% | +807+8.8% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 9,958 | $582.2 萬 | 1.17% | −9−0.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 9,947 | $581.6 萬 | 0.21% | +1,398+16.4% | 加碼 |
| Connable Office Inc | 9,935 | $580.9 萬 | 0.58% | −75−0.7% | 減碼 |
| PFG Advisors | 9,915 | $579.7 萬 | 0.37% | −534−5.1% | 減碼 |
| Monetary Management Group Inc | 9,913 | $579.6 萬 | 1.49% | −1,970−16.6% | 減碼 |
| Strategic Planning Group, LLC | 9,911 | $579.5 萬 | 1.14% | +316+3.3% | 加碼 |
| Legacy Private Trust Co. | 9,902 | $579.0 萬 | 0.39% | −169−1.7% | 減碼 |
| Ameritas Advisory Services, LLC | 9,881 | $577.7 萬 | 0.25% | +83+0.8% | 加碼 |
| Weik Capital Management | 9,881 | $577.7 萬 | 2.33% | −17−0.2% | 減碼 |
| Bretton Capital Management, LLC | 9,800 | $573.0 萬 | 5.47% | +9,800 | 新進 |
| Insigneo Advisory Services, LLC | 9,777 | $571.7 萬 | 0.58% | −1,113−10.2% | 減碼 |
| S.E.E.D. Planning Group LLC | 9,767 | $571.1 萬 | 1.89% | +359+3.8% | 加碼 |
| Picton Mahoney Asset Management | 9,760 | $570.6 萬 | 0.22% | −6,015−38.1% | 減碼 |
| Strategy Asset Managers LLC | 9,755 | $570.3 萬 | 1.09% | +7,113+269.2% | 加碼 |
| Holderness Investments Co | 9,746 | $569.8 萬 | 1.24% | +71+0.7% | 加碼 |
| PKO Investment Management Joint-Stock Co | 9,689 | $566.5 萬 | 0.70% | −1,300−11.8% | 減碼 |
| LexAurum Advisors, LLC | 9,686 | $566.3 萬 | 1.24% | +32+0.3% | 加碼 |