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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 7,955 | $465.1 萬 | 0.50% | +810+11.3% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,923 | $463.2 萬 | 1.17% | −65−0.8% | 減碼 |
| Quest Investment Management LLC | 7,918 | $462.9 萬 | 0.54% | −24,960−75.9% | 減碼 |
| Belmont Capital, LLC | 7,916 | $462.8 萬 | 0.77% | −881−10.0% | 減碼 |
| CenterBook Partners LP | 7,899 | $461.8 萬 | 0.28% | −12,204−60.7% | 減碼 |
| Solidarilty Wealth, LLC | 7,899 | $461.8 萬 | 1.25% | −1,868−19.1% | 減碼 |
| Ninety One SA (PTY) Ltd | 7,864 | $459.9 萬 | 1.00% | −13,062−62.4% | 減碼 |
| Howard Capital Management Inc. | 7,860 | $459.6 萬 | 0.08% | +7,860 | 新進 |
| Family Legacy, Inc. | 7,825 | $457.5 萬 | 1.52% | +75+1.0% | 加碼 |
| Brevan Howard Capital Management LP | 7,822 | $457.3 萬 | 0.22% | −37,817−82.9% | 減碼 |
| Accredited Investors Inc. | 7,819 | $457.2 萬 | 0.26% | −589−7.0% | 減碼 |
| Synergy Financial Management, LLC | 7,770 | $454.3 萬 | 0.69% | −16,550−68.1% | 減碼 |
| Community Bank, N.A. | 7,768 | $454.2 萬 | 0.57% | −659−7.8% | 減碼 |
| Private Trust Co NA | 7,739 | $452.5 萬 | 0.46% | −16−0.2% | 減碼 |
| Vanderbilt University | 7,736 | $452.3 萬 | 0.84% | −1,239−13.8% | 減碼 |
| Edgestream Partners, L.P. | 7,734 | $452.2 萬 | 0.20% | +7,734 | 新進 |
| Te Ahumairangi Investment Management Ltd | 7,776 | $452.1 萬 | 0.80% | −3,870−33.2% | 減碼 |
| Spears Abacus Advisors LLC | 7,730 | $452.0 萬 | 0.09% | −50−0.6% | 減碼 |
| Whitford Management LLC | 7,725 | $451.7 萬 | 2.57% | −2,135−21.7% | 減碼 |
| Capital City Trust Co | 7,712 | $450.9 萬 | 1.12% | +534+7.4% | 加碼 |
| Liberty One Investment Management, LLC | 7,697 | $450.0 萬 | 0.46% | +327+4.4% | 加碼 |
| S&T Bank | 7,686 | $449.3 萬 | 1.18% | −2,355−23.5% | 減碼 |
| WealthShield Partners, LLC | 7,659 | $447.8 萬 | 0.61% | +287+3.9% | 加碼 |
| SevenBridge Financial Group, LLC | 7,130 | $445.8 萬 | 0.86% | +211+3.0% | 加碼 |
| Dempze Nancy E | 7,622 | $445.6 萬 | 2.49% | +202+2.7% | 加碼 |
| Harbour Investment Management LLC | 7,616 | $445.3 萬 | 1.97% | −25−0.3% | 減碼 |
| Moors & Cabot, Inc. | 7,604 | $444.6 萬 | 0.22% | −198−2.5% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 7,591 | $444.5 萬 | 0.85% | +287+3.9% | 加碼 |
| Arrow Financial Corp | 7,595 | $444.1 萬 | 0.41% | −142−1.8% | 減碼 |
| AdvisorNet Financial, Inc | 7,592 | $443.9 萬 | 0.33% | +977+14.8% | 加碼 |
| Waterloo Capital, L.P. | 7,581 | $443.2 萬 | 0.48% | −338−4.3% | 減碼 |
| Second Half Financial Partners, LLC | 7,570 | $442.6 萬 | 2.35% | −4,260−36.0% | 減碼 |
| Principle Wealth Partners LLC | 7,562 | $442.1 萬 | 0.31% | −38−0.5% | 減碼 |
| Chemistry Wealth Management LLC | 7,548 | $441.3 萬 | 1.06% | +248+3.4% | 加碼 |
| Sweet Financial Partners, LLC | 7,487 | $437.7 萬 | 0.95% | −216−2.8% | 減碼 |
| Fairbanks Capital Management, Inc. | 7,476 | $437.1 萬 | 2.75% | +415+5.9% | 加碼 |
| Roanoke Asset Management Corp | 7,462 | $436.3 萬 | 1.37% | +357+5.0% | 加碼 |
| We Are One Seven, LLC | 7,445 | $435.3 萬 | 0.19% | −2,261−23.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 7,422 | $434.0 萬 | 0.87% | +3,475+88.0% | 加碼 |
| Symmetry Investments LP | 7,408 | $433.1 萬 | 0.92% | −4,100−35.6% | 減碼 |
| Viawealth, LLC | 7,378 | $431.4 萬 | 2.51% | −646−8.1% | 減碼 |
| Portfolio Design Labs, LLC | 7,372 | $431.0 萬 | 1.20% | −1,554−17.4% | 減碼 |
| BFSG, LLC | 7,316 | $427.8 萬 | 0.50% | −192−2.6% | 減碼 |
| BDF-Gestion | 28,048 | $427.4 萬 | 0.70% | 00.0% | 不變 |
| Orleans Capital Management Corp | 7,309 | $427.3 萬 | 2.43% | −90−1.2% | 減碼 |
| Concord Asset Management, LLC | 7,302 | $426.9 萬 | 0.96% | +748+11.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 7,298 | $426.7 萬 | 0.35% | +977+15.5% | 加碼 |
| Channel Wealth LLC | 7,286 | $426.0 萬 | 1.40% | −1,339−15.5% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,280 | $425.6 萬 | 1.64% | −95−1.3% | 減碼 |
| Wellington Shields Capital Management, LLC | 7,238 | $423.2 萬 | 0.74% | +6+0.1% | 加碼 |
| MPS Loria Financial Planners, LLC | 7,194 | $420.6 萬 | 1.25% | +30+0.4% | 加碼 |
| Delta Capital Management LLC | 7,190 | $420.4 萬 | 2.42% | 00.0% | 不變 |
| Bell Bank | 7,182 | $419.9 萬 | 0.50% | −17−0.2% | 減碼 |
| Valley Brook Capital Group | 7,149 | $418.0 萬 | 3.00% | −135−1.9% | 減碼 |
| Group One Trading, L.P. | 7,146 | $417.8 萬 | 0.17% | −163,447−95.8% | 減碼 |
| JB Capital LLC | 7,143 | $417.6 萬 | 0.24% | +178+2.6% | 加碼 |
| Pinnacle West Asset Management, Inc. | 7,130 | $416.9 萬 | 2.99% | +55+0.8% | 加碼 |
| Grove Bank & Trust | 7,129 | $416.8 萬 | 0.62% | +195+2.8% | 加碼 |
| Condor Capital Management | 7,121 | $416.4 萬 | 0.37% | +50+0.7% | 加碼 |
| Bensler, LLC | 7,078 | $413.9 萬 | 0.52% | −67−0.9% | 減碼 |
| Bey-Douglas LLC | 7,070 | $413.4 萬 | 3.63% | −39−0.5% | 減碼 |
| Concord Wealth Partners | 7,060 | $412.8 萬 | 0.69% | +476+7.2% | 加碼 |
| Birch Capital Management, LLC | 7,057 | $412.6 萬 | 2.02% | −9−0.1% | 減碼 |
| WMS Partners, LLC | 7,038 | $411.5 萬 | 0.23% | +5,341+314.7% | 加碼 |
| Piscataqua Savings Bank | 7,030 | $411.0 萬 | 3.49% | −105−1.5% | 減碼 |
| Elgethun Capital Management | 7,020 | $410.4 萬 | 0.96% | −236−3.3% | 減碼 |
| Alerus Financial NA | 7,011 | $409.9 萬 | 0.30% | −246−3.4% | 減碼 |
| Occidental Asset Management, LLC | 6,997 | $409.1 萬 | 0.66% | +328+4.9% | 加碼 |
| San Luis Wealth Advisors LLC | 6,991 | $408.7 萬 | 0.84% | −834−10.7% | 減碼 |
| Gunn & Co Investment Management, Inc. | 6,981 | $408.1 萬 | 2.81% | −93,367−93.0% | 減碼 |
| Accent Capital Management, LLC | 6,966 | $407.3 萬 | 2.35% | −478−6.4% | 減碼 |
| Clough Capital Partners L P | 6,965 | $407.2 萬 | 0.42% | −19,785−74.0% | 減碼 |
| Founders Financial Securities LLC | 6,959 | $406.9 萬 | 0.38% | −349−4.8% | 減碼 |
| Valmark Advisers, Inc. | 6,939 | $405.7 萬 | 0.06% | −31−0.4% | 減碼 |
| Banco de Sabadell, S.A | 6,914 | $404.8 萬 | 3.03% | −229−3.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 6,899 | $403.4 萬 | 0.29% | −366−5.0% | 減碼 |
| Buckingham Strategic Partners | 6,894 | $403.1 萬 | 0.08% | +420+6.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,872 | $401.8 萬 | 0.22% | +39+0.6% | 加碼 |
| RiverPark Advisors, LLC | 6,871 | $401.7 萬 | 3.28% | +198+3.0% | 加碼 |
| Daymark Wealth Partners, LLC | 116,667 | $400.8 萬 | 0.17% | −360.0% | 減碼 |
| Shufro Rose & Co LLC | 7,855 | $400.0 萬 | 0.33% | 00.0% | 不變 |
| Seven Eight Capital, LP | 6,829 | $399.3 萬 | 0.36% | +3,342+95.8% | 加碼 |
| Bollard Group LLC | 6,828 | $399.2 萬 | 0.11% | +12+0.2% | 加碼 |
| Atomi Financial Group, Inc. | 6,815 | $398.5 萬 | 0.25% | −231−3.3% | 減碼 |
| Templeton & Phillips Capital Management, LLC | 6,807 | $398.0 萬 | 3.09% | −24−0.4% | 減碼 |
| E Fund Management Co., Ltd. | 6,791 | $397.1 萬 | 0.20% | +410+6.4% | 加碼 |
| Avestar Capital, LLC | 6,786 | $396.8 萬 | 0.43% | −132−1.9% | 減碼 |
| Parisi Gray Wealth Management | 6,785 | $396.7 萬 | 1.31% | +59+0.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,783 | $396.6 萬 | 0.11% | +1,190+21.3% | 加碼 |
| Forum Financial Management, LP | 6,771 | $395.9 萬 | 0.07% | −17−0.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 6,764 | $395.5 萬 | 0.75% | +90+1.3% | 加碼 |
| Nilsine Partners, LLC | 6,762 | $395.4 萬 | 0.51% | +5+0.1% | 加碼 |
| ClariVest Asset Management LLC | 7,755 | $394.9 萬 | 0.40% | 00.0% | 不變 |
| Paragon Advisors, LLC | 6,728 | $393.4 萬 | 1.28% | −77−1.1% | 減碼 |
| Berkshire Bank | 6,726 | $393.3 萬 | 0.92% | +400+6.3% | 加碼 |
| Harrell Investment Partners, LLC | 6,706 | $392.1 萬 | 1.11% | −232−3.3% | 減碼 |
| Kovack Advisors, Inc. | 6,695 | $391.4 萬 | 0.41% | −77−1.1% | 減碼 |
| Greenline Partners, LLC | 6,687 | $391.0 萬 | 0.56% | −806−10.8% | 減碼 |
| Costello Asset Management, INC | 6,685 | $390.9 萬 | 2.61% | +37+0.6% | 加碼 |
| Pathway Financial Advisers, LLC | 6,675 | $390.3 萬 | 1.77% | −43−0.6% | 減碼 |