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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 9,632 | $563.2 萬 | 0.73% | −308−3.1% | 減碼 |
| Portside Wealth Group, LLC | 9,630 | $563.0 萬 | 0.96% | +285+3.0% | 加碼 |
| Nelson Capital Management, LLC | 9,596 | $561.1 萬 | 0.95% | −253−2.6% | 減碼 |
| Pinnacle Holdings, LLC | 9,524 | $556.8 萬 | 2.17% | −82−0.9% | 減碼 |
| Van Den Berg Management I, Inc | 9,502 | $555.6 萬 | 1.61% | −657−6.5% | 減碼 |
| Kestra Investment Management, LLC | 9,500 | $555.4 萬 | 0.24% | +9,500 | 新進 |
| Cigna Investments Inc | 9,496 | $555.2 萬 | 0.99% | −104−1.1% | 減碼 |
| Eclectic Associates Inc | 9,478 | $554.2 萬 | 2.19% | −312−3.2% | 減碼 |
| Union Heritage Capital, LLC | 9,478 | $554.2 萬 | 2.04% | 00.0% | 不變 |
| Investment House LLC | 9,475 | $554.0 萬 | 0.30% | 00.0% | 不變 |
| Hancock Whitney Corp | 9,473 | $553.9 萬 | 0.18% | +1,400+17.3% | 加碼 |
| Moody National Bank Trust Division | 9,467 | $553.5 萬 | 0.59% | +193+2.1% | 加碼 |
| Delaney Dennis R | 9,466 | $553.5 萬 | 2.86% | +370+4.1% | 加碼 |
| Hohimer Wealth Management, LLC | 9,429 | $551.3 萬 | 1.19% | +1,808+23.7% | 加碼 |
| Bray Capital Advisors | 9,427 | $551.2 萬 | 1.35% | −215−2.2% | 減碼 |
| Intrust Bank NA | 9,397 | $549.4 萬 | 0.55% | +168+1.8% | 加碼 |
| Arjuna Capital | 9,374 | $548.1 萬 | 1.42% | −182−1.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 9,374 | $548.1 萬 | 0.23% | +1,021+12.2% | 加碼 |
| Trium Capital LLP | 9,354 | $546.9 萬 | 2.51% | −2,177−18.9% | 減碼 |
| Compton Wealth Advisory Group, LLC | 9,309 | $544.3 萬 | 1.37% | −95−1.0% | 減碼 |
| Tranquility Partners, LLC | 9,275 | $542.3 萬 | 1.97% | −41−0.4% | 減碼 |
| SageView Advisory Group, LLC | 9,244 | $540.5 萬 | 0.27% | −858−8.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,240 | $540.2 萬 | 1.09% | +25+0.3% | 加碼 |
| Keebeck Wealth Management, LLC | 9,221 | $539.2 萬 | 0.78% | −175−1.9% | 減碼 |
| Archford Capital Strategies, LLC | 8,853 | $536.0 萬 | 0.81% | +127+1.5% | 加碼 |
| Inspire Trust Co, N.A. | 9,102 | $532.2 萬 | 1.47% | +251+2.8% | 加碼 |
| Ronald Blue Trust, Inc. | 10,429 | $531.1 萬 | 0.07% | +3,429+49.0% | 加碼 |
| GM Advisory Group, Inc. | 9,069 | $530.3 萬 | 0.32% | −293−3.1% | 減碼 |
| MMBG Investment Advisors Co. | 9,061 | $529.8 萬 | 0.55% | −162−1.8% | 減碼 |
| DeDora Capital, Inc. | 9,020 | $527.4 萬 | 1.47% | +412+4.8% | 加碼 |
| Graypoint LLC | 8,998 | $526.1 萬 | 0.34% | +749+9.1% | 加碼 |
| Secured Retirement Advisors, LLC | 8,997 | $526.0 萬 | 3.79% | +111+1.2% | 加碼 |
| HBW Advisory Services LLC | 8,945 | $523.0 萬 | 0.76% | −486−5.2% | 減碼 |
| Shorepoint Capital Partners LLC | 8,945 | $523.0 萬 | 1.19% | +160+1.8% | 加碼 |
| Thematics Asset Management | 8,940 | $522.7 萬 | 0.21% | +409+4.8% | 加碼 |
| Fortis Capital Management LLC | 8,920 | $521.6 萬 | 1.05% | +357+4.2% | 加碼 |
| Lindenwold Advisors | 8,907 | $520.8 萬 | 2.62% | +37+0.4% | 加碼 |
| Mechanics Bank Trust Department | 8,904 | $520.6 萬 | 0.69% | −235−2.6% | 減碼 |
| Bond & Devick Financial Network, Inc. | 8,890 | $519.8 萬 | 2.22% | −204−2.2% | 減碼 |
| Koshinski Asset Management, Inc. | 8,873 | $518.8 萬 | 0.45% | −227−2.5% | 減碼 |
| NBW Capital LLC | 8,871 | $518.7 萬 | 0.98% | +39+0.4% | 加碼 |
| Norden Group LLC | 8,850 | $517.5 萬 | 0.61% | +2,770+45.6% | 加碼 |
| South State Corp. | 8,805 | $514.8 萬 | 0.35% | +252+2.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 8,787 | $513.8 萬 | 2.39% | +564+6.9% | 加碼 |
| Capital Insight Partners, LLC | 8,767 | $512.6 萬 | 0.90% | +231+2.7% | 加碼 |
| Belpointe Asset Management LLC | 8,761 | $512.3 萬 | 0.31% | −140−1.6% | 減碼 |
| Alcosta Capital Management, Inc. | 8,671 | $507.0 萬 | 3.03% | +64+0.7% | 加碼 |
| Constitution Capital LLC | 8,662 | $506.4 萬 | 2.70% | −902−9.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,653 | $505.9 萬 | 1.06% | +23+0.3% | 加碼 |
| Berkshire Asset Management LLC | 9,913 | $504.8 萬 | 0.26% | 00.0% | 不變 |
| RDA Financial Network | 8,622 | $504.1 萬 | 1.56% | −244−2.8% | 減碼 |
| Kinneret Advisory, LLC | 8,607 | $503.2 萬 | 0.46% | −113−1.3% | 減碼 |
| Merit Financial Group, LLC | 8,587 | $502.1 萬 | 0.11% | −3,825−30.8% | 減碼 |
| Lincluden Management Ltd | 8,580 | $501.7 萬 | 0.55% | +106+1.3% | 加碼 |
| Cox Capital Mgt LLC | 8,581 | $501.7 萬 | 3.00% | +1,313+18.1% | 加碼 |
| De Burlo Group Inc | 8,535 | $499.0 萬 | 0.61% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 8,527 | $498.6 萬 | 0.20% | +667+8.5% | 加碼 |
| Transcend Wealth Collective, LLC | 8,514 | $497.8 萬 | 0.33% | −1,698−16.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 8,508 | $497.4 萬 | 0.41% | +30.0% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 8,507 | $497.4 萬 | 1.13% | −679−7.4% | 減碼 |
| Legacy Wealth Management, LLC | 8,491 | $496.5 萬 | 1.82% | −175−2.0% | 減碼 |
| Stamos Capital Partners, L.P. | 8,490 | $496.4 萬 | 1.17% | −3,610−29.8% | 減碼 |
| Nomura Holdings Inc | 8,481 | $495.9 萬 | 0.04% | −12,863−60.3% | 減碼 |
| Pegasus Partners Ltd. | 8,442 | $493.6 萬 | 0.46% | −695−7.6% | 減碼 |
| Miracle Mile Advisors, LLC | 8,439 | $493.4 萬 | 0.11% | −15,000−64.0% | 減碼 |
| Mattson Financial Services, LLC | 9,688 | $493.4 萬 | 1.77% | −70−0.7% | 減碼 |
| Wambolt & Associates, LLC | 8,457 | $493.3 萬 | 1.35% | +531+6.7% | 加碼 |
| Citizens Business Bank | 8,408 | $491.6 萬 | 0.99% | −171−2.0% | 減碼 |
| Enterprise Bank & Trust Co | 8,383 | $490.1 萬 | 1.58% | −399−4.5% | 減碼 |
| MONECO Advisors, LLC | 8,376 | $489.7 萬 | 0.61% | +40+0.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,376 | $489.7 萬 | 1.02% | −144−1.7% | 減碼 |
| Moody Lynn & Lieberson, LLC | 8,351 | $488.3 萬 | 0.30% | +358+4.5% | 加碼 |
| Nicollet Investment Management, Inc. | 8,340 | $487.6 萬 | 1.69% | +40+0.5% | 加碼 |
| Boston Financial Mangement LLC | 8,336 | $487.4 萬 | 0.15% | +87+1.1% | 加碼 |
| New Hampshire Trust | 8,327 | $486.9 萬 | 1.04% | −21−0.3% | 減碼 |
| Scott & Selber, Inc. | 8,290 | $484.7 萬 | 1.50% | −39−0.5% | 減碼 |
| Lyell Wealth Management, LP | 8,281 | $484.2 萬 | 0.44% | −275−3.2% | 減碼 |
| Financial Advisory Service, Inc. | 8,259 | $482.9 萬 | 0.38% | −1,046−11.2% | 減碼 |
| Cascades Capital Asset Management, LLC | 8,203 | $479.6 萬 | 2.64% | +8,203 | 新進 |
| Diversify Advisory Services, LLC | 8,415 | $479.5 萬 | 0.26% | −2,375−22.0% | 減碼 |
| Fosun International Ltd | 8,201 | $479.5 萬 | 1.58% | −217−2.6% | 減碼 |
| Studio Investment Management LLC | 8,151 | $476.6 萬 | 1.00% | +106+1.3% | 加碼 |
| Icon Advisers Inc | 8,119 | $474.7 萬 | 0.99% | −1,200−12.9% | 減碼 |
| Optimum Investment Advisors | 8,109 | $474.1 萬 | 2.05% | −335−4.0% | 減碼 |
| Advocate Group LLC | 8,094 | $473.2 萬 | 0.86% | +194+2.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 8,091 | $473.1 萬 | 0.12% | −1,254−13.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,071 | $471.9 萬 | 0.45% | +204+2.6% | 加碼 |
| Fidelis Capital Partners, LLC | 8,356 | $471.8 萬 | 0.56% | +201+2.5% | 加碼 |
| Signal Advisors Wealth, LLC | 8,064 | $471.5 萬 | 0.68% | +8,064 | 新進 |
| Notis-McConarty Edward | 8,062 | $471.4 萬 | 2.13% | −674−7.7% | 減碼 |
| Glassy Mountain Advisors, Inc. | 8,034 | $469.7 萬 | 1.65% | +8,034 | 新進 |
| Morton Community Bank | 8,029 | $469.4 萬 | 1.23% | −153−1.9% | 減碼 |
| Centric Wealth Management | 7,859 | $469.0 萬 | 1.26% | +11+0.1% | 加碼 |
| Becker Capital Management Inc | 8,016 | $468.7 萬 | 0.15% | +6+0.1% | 加碼 |
| Financial Partners Group, LLC | 8,013 | $468.5 萬 | 1.76% | +25+0.3% | 加碼 |
| Covenant Asset Management, LLC | 8,009 | $468.3 萬 | 1.04% | −103−1.3% | 減碼 |
| Alberta Investment Management Corp | 8,000 | $467.7 萬 | 0.04% | +3,291+69.9% | 加碼 |
| TFG Advisers LLC | 7,991 | $467.2 萬 | 1.68% | −61−0.8% | 減碼 |
| Shayne & Co., LLC | 7,984 | $466.8 萬 | 1.17% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 9,134 | $465.2 萬 | 0.56% | 00.0% | 不變 |