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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 6,669 | $389.9 萬 | 0.54% | −702−9.5% | 減碼 |
| StoneX Group Inc. | 6,664 | $389.6 萬 | 0.28% | −111−1.6% | 減碼 |
| TrueMark Investments, LLC | 6,658 | $389.3 萬 | 1.25% | +612+10.1% | 加碼 |
| Vise Technologies, Inc. | 6,648 | $388.7 萬 | 0.49% | +2,372+55.5% | 加碼 |
| Martin Capital Partners, LLC | 6,639 | $388.2 萬 | 1.92% | −2,294−25.7% | 減碼 |
| Penserra Capital Management LLC | 6,629 | $387.4 萬 | 0.08% | −352,371−98.2% | 減碼 |
| Glen Eagle Advisors, LLC | 6,623 | $387.2 萬 | 0.65% | −805−10.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,640 | $387.0 萬 | 0.64% | +740+12.5% | 加碼 |
| Brady Family Wealth, LLC | 6,616 | $386.8 萬 | 1.16% | +220+3.4% | 加碼 |
| Harbour Investments, Inc. | 6,599 | $385.8 萬 | 0.12% | +263+4.2% | 加碼 |
| Clarius Group, LLC | 6,612 | $385.0 萬 | 0.27% | −138−2.0% | 減碼 |
| Dover Advisors, LLC | 6,578 | $384.6 萬 | 2.18% | −122−1.8% | 減碼 |
| Capital Asset Advisory Services LLC | 6,583 | $382.9 萬 | 0.19% | −76−1.1% | 減碼 |
| Smithfield Trust Co | 6,500 | $380.5 萬 | 0.19% | +110+1.7% | 加碼 |
| KP Management LLC | 6,500 | $380.0 萬 | 1.34% | 00.0% | 不變 |
| David Loasby | 6,405 | $379.6 萬 | 0.36% | +790+14.1% | 加碼 |
| Signet Investment Advisory Group, Inc. | 6,487 | $379.3 萬 | 1.90% | +145+2.3% | 加碼 |
| PACK Private Wealth, LLC | 6,482 | $379.0 萬 | 2.15% | −1,000−13.4% | 減碼 |
| Royal Capital Wealth Management, LLC | 6,476 | $378.7 萬 | 2.68% | −155−2.3% | 減碼 |
| First Horizon Advisors, Inc. | 6,458 | $377.7 萬 | 0.10% | +319+5.2% | 加碼 |
| Westover Capital Advisors, LLC | 6,454 | $377.4 萬 | 0.73% | −151−2.3% | 減碼 |
| Modern Wealth Management, LLC | 6,451 | $377.2 萬 | 0.23% | +382+6.3% | 加碼 |
| B&L Asset Management LLC | 6,436 | $376.3 萬 | 2.38% | +6,436 | 新進 |
| L & S Advisors Inc | 6,425 | $375.7 萬 | 0.39% | +333+5.5% | 加碼 |
| Wexford Capital LP | 6,413 | $375.0 萬 | 0.90% | −2,259−26.0% | 減碼 |
| Simplicity Wealth,LLC | 6,413 | $374.9 萬 | 0.35% | −37,306−85.3% | 減碼 |
| Joseph Group Capital Management | 6,410 | $374.8 萬 | 1.43% | −81−1.2% | 減碼 |
| Insight Wealth Strategies, LLC | 6,392 | $373.7 萬 | 0.49% | +50+0.8% | 加碼 |
| DF Dent & Co Inc | 6,372 | $372.6 萬 | 0.05% | 00.0% | 不變 |
| M&R Capital Management Inc | 6,364 | $372.1 萬 | 0.82% | −4−0.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 6,342 | $370.8 萬 | 0.36% | −349−5.2% | 減碼 |
| Guardian Wealth Advisors, LLC | 6,337 | $370.5 萬 | 0.40% | +102+1.6% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,324 | $369.8 萬 | 1.57% | +108+1.7% | 加碼 |
| Pensionfund Sabic | 6,300 | $368.3 萬 | 1.15% | −1,500−19.2% | 減碼 |
| Financial Advisory Partners, LLC | 6,273 | $366.8 萬 | 1.22% | −142−2.2% | 減碼 |
| Somerset Trust Co | 6,263 | $366.2 萬 | 1.37% | −36−0.6% | 減碼 |
| Rothschild Investment LLC | 6,253 | $365.6 萬 | 0.24% | +309+5.2% | 加碼 |
| Stevens Capital Management LP | 6,226 | $364.0 萬 | 0.52% | +6,226 | 新進 |
| Skopos Labs, Inc. | 6,212 | $363.2 萬 | 1.19% | +691+12.5% | 加碼 |
| Cinctive Capital Management LP | 6,189 | $361.9 萬 | 0.21% | +6,189 | 新進 |
| Rice Partnership, LLC | 6,185 | $361.6 萬 | 0.73% | +799+14.8% | 加碼 |
| Barings LLC | 6,160 | $360.2 萬 | 0.08% | +154+2.6% | 加碼 |
| Brown Miller Wealth Management, LLC | 6,136 | $358.8 萬 | 1.39% | +64+1.1% | 加碼 |
| PGGM Investments | 6,126 | $358.2 萬 | 0.05% | +6,126 | 新進 |
| Foster & Motley Inc | 6,089 | $356.0 萬 | 0.23% | −288−4.5% | 減碼 |
| LMR Partners LLP | 6,087 | $355.9 萬 | 0.08% | +6,087 | 新進 |
| Strategic Advisors LLC | 6,079 | $355.4 萬 | 0.66% | −162−2.6% | 減碼 |
| Confluence Wealth Services, Inc. | 6,079 | $355.4 萬 | 0.26% | +1,128+22.8% | 加碼 |
| Sepio Capital, LP | 6,068 | $354.8 萬 | 0.28% | +246+4.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,067 | $354.7 萬 | 0.48% | −5−0.1% | 減碼 |
| Brasada Capital Management, LP | 5,970 | $353.6 萬 | 0.62% | +290+5.1% | 加碼 |
| Smartleaf Asset Management LLC | 6,068 | $353.1 萬 | 0.43% | +2,204+57.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 6,027 | $352.4 萬 | 0.10% | −67−1.1% | 減碼 |
| Fagan Associates, Inc. | 5,992 | $350.3 萬 | 0.59% | +20+0.3% | 加碼 |
| Fortis Group Advisors, LLC | 5,985 | $349.9 萬 | 0.65% | −88−1.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,980 | $349.6 萬 | 0.92% | +89+1.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,969 | $349.0 萬 | 0.21% | −14,944−71.5% | 減碼 |
| Affiance Financial, LLC | 5,962 | $348.6 萬 | 0.85% | −6−0.1% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 5,952 | $348.0 萬 | 1.47% | +4,795+414.4% | 加碼 |
| Gryphon Financial Partners LLC | 5,948 | $347.8 萬 | 0.47% | +93+1.6% | 加碼 |
| Greenfield Savings Bank | 5,947 | $347.7 萬 | 1.65% | −231−3.7% | 減碼 |
| Gifford Fong Associates | 5,918 | $346.0 萬 | 0.87% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 5,876 | $343.5 萬 | 0.41% | +99+1.7% | 加碼 |
| Renasant Bank | 5,875 | $343.5 萬 | 2.26% | −214−3.5% | 減碼 |
| Parkside Financial Bank & Trust | 5,864 | $342.8 萬 | 0.48% | +321+5.8% | 加碼 |
| Northside Capital Management, LLC | 5,863 | $342.8 萬 | 0.54% | 00.0% | 不變 |
| Rossmore Private Capital | 5,860 | $342.6 萬 | 0.42% | −20−0.3% | 減碼 |
| Regent Peak Wealth Advisors LLC | 5,852 | $342.1 萬 | 0.79% | −598−9.3% | 減碼 |
| Anderson Hoagland & Co | 5,777 | $341.5 萬 | 0.35% | −151−2.5% | 減碼 |
| CBOE Vest Financial, LLC | 5,839 | $341.4 萬 | 0.07% | +3,667+168.8% | 加碼 |
| Joel Isaacson & Co., LLC | 5,806 | $339.5 萬 | 0.16% | −163−2.7% | 減碼 |
| Globeflex Capital L P | 5,795 | $338.8 萬 | 0.32% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 5,780 | $337.9 萬 | 1.79% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 5,754 | $336.4 萬 | 0.95% | +362+6.7% | 加碼 |
| Perbak Capital Partners LLP | 5,748 | $336.1 萬 | 2.36% | +1,178+25.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,723 | $334.6 萬 | 1.38% | −85−1.5% | 減碼 |
| Wealth Architects, LLC | 5,694 | $332.9 萬 | 0.38% | +6+0.1% | 加碼 |
| Sentinel Trust Co Lba | 5,690 | $332.7 萬 | 0.38% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 5,679 | $332.0 萬 | 0.52% | +322+6.0% | 加碼 |
| Patten Group, Inc. | 5,679 | $332.0 萬 | 0.74% | +139+2.5% | 加碼 |
| Keel Point, LLC | 5,667 | $331.4 萬 | 0.28% | +1,161+25.8% | 加碼 |
| Cetera Trust Company, N.A | 5,665 | $331.2 萬 | 2.03% | −170−2.9% | 減碼 |
| Trust Co of Toledo NA | 5,654 | $330.6 萬 | 0.45% | −21−0.4% | 減碼 |
| Snider Financial Group | 5,642 | $329.9 萬 | 1.21% | +11+0.2% | 加碼 |
| AIMZ Investment Advisors, LLC | 5,631 | $329.2 萬 | 1.12% | −14−0.2% | 減碼 |
| Rehmann Capital Advisory Group | 5,619 | $328.6 萬 | 0.21% | −102−1.8% | 減碼 |
| Davidson Capital Management Inc. | 5,587 | $326.7 萬 | 0.94% | −652−10.5% | 減碼 |
| Axecap Investments, LLC | 5,554 | $324.7 萬 | 2.46% | +5,554 | 新進 |
| GTS Securities LLC | 5,551 | $324.6 萬 | 0.07% | −20,896−79.0% | 減碼 |
| Strategic Financial Services, Inc, | 5,533 | $323.5 萬 | 0.19% | −76−1.4% | 減碼 |
| Green Harvest Asset Management LLC | 5,531 | $323.4 萬 | 0.07% | +55+1.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 5,520 | $322.7 萬 | 0.12% | +654+13.4% | 加碼 |
| Van Cleef Asset Management,Inc | 5,508 | $322.0 萬 | 0.36% | +590+12.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,499 | $321.5 萬 | 0.54% | +193+3.6% | 加碼 |
| Kathmere Capital Management, LLC | 5,494 | $321.2 萬 | 0.30% | +726+15.2% | 加碼 |
| Platte River Wealth Advisors, LLC | 5,476 | $320.2 萬 | 0.86% | 00.0% | 不變 |
| BKM Wealth Management, LLC | 5,473 | $320.0 萬 | 1.30% | +512+10.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,472 | $319.9 萬 | 0.48% | +243+4.6% | 加碼 |
| Stablepoint Partners, LLC | 5,455 | $318.9 萬 | 0.58% | +54+1.0% | 加碼 |
| Stonebrook Private Inc. | 5,453 | $318.8 萬 | 0.84% | +2,879+111.8% | 加碼 |