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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 5,441 | $318.1 萬 | 0.47% | −294−5.1% | 減碼 |
| Umpqua Bank | 5,441 | $318.1 萬 | 1.16% | +29+0.5% | 加碼 |
| Wealth Alliance | 5,426 | $317.2 萬 | 0.38% | −122−2.2% | 減碼 |
| Sheets Smith Wealth Management | 5,394 | $315.4 萬 | 0.39% | +452+9.1% | 加碼 |
| Centaurus Financial, Inc. | 5,391 | $315.2 萬 | 0.20% | −952−15.0% | 減碼 |
| Counterweight Ventures, LLC | 5,386 | $314.9 萬 | 2.23% | +578+12.0% | 加碼 |
| RB Capital Management, LLC | 5,381 | $314.6 萬 | 0.74% | +22+0.4% | 加碼 |
| Berry Wealth Group, LP | 5,365 | $313.7 萬 | 2.25% | +4,071+314.6% | 加碼 |
| Affinity Investment Advisors, LLC | 5,364 | $313.6 萬 | 2.15% | +236+4.6% | 加碼 |
| Manchester Capital Management LLC | 5,361 | $313.5 萬 | 0.37% | +116+2.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,356 | $313.2 萬 | 0.09% | −491−8.4% | 減碼 |
| Hartford Funds Management Co LLC | 5,350 | $312.8 萬 | 0.29% | −114−2.1% | 減碼 |
| V-Square Quantitative Management LLC | 5,346 | $312.6 萬 | 0.46% | +1,264+31.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 5,326 | $311.4 萬 | 0.72% | −105−1.9% | 減碼 |
| Formidable Asset Management, LLC | 5,317 | $310.9 萬 | 0.50% | −101−1.9% | 減碼 |
| Country Club Bank | 5,305 | $308.7 萬 | 0.21% | +258+5.1% | 加碼 |
| ROI Financial Advisors, LLC | 5,247 | $306.8 萬 | 2.12% | +65+1.3% | 加碼 |
| Gladius Capital Management LP | 5,234 | $306.0 萬 | 1.84% | −350−6.3% | 減碼 |
| KKM Financial LLC | 5,233 | $306.0 萬 | 1.51% | +259+5.2% | 加碼 |
| Journey Strategic Wealth LLC | 5,228 | $305.7 萬 | 0.11% | +1,142+27.9% | 加碼 |
| Richwood Investment Advisors, LLC | 5,227 | $305.6 萬 | 2.53% | −17−0.3% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,224 | $305.4 萬 | 0.05% | −9−0.2% | 減碼 |
| Sage Mountain Advisors LLC | 5,223 | $305.4 萬 | 0.26% | +503+10.7% | 加碼 |
| Harmony Asset Management LLC | 5,206 | $304.4 萬 | 1.12% | −972−15.7% | 減碼 |
| Red Cedar Investment Management, LLC | 5,195 | $303.7 萬 | 0.39% | 00.0% | 不變 |
| Boston Family Office LLC | 5,191 | $303.5 萬 | 0.21% | +178+3.6% | 加碼 |
| Waypoint Capital Advisors, LLC | 5,181 | $302.9 萬 | 0.65% | +78+1.5% | 加碼 |
| Chemung Canal Trust Co | 5,180 | $302.9 萬 | 0.61% | +21+0.4% | 加碼 |
| Summit Global Investments | 5,175 | $302.6 萬 | 0.19% | −11,945−69.8% | 減碼 |
| Proquility Private Wealth Partners, LLC | 5,173 | $302.5 萬 | 0.97% | −2,054−28.4% | 減碼 |
| Sentry Investment Management LLC | 5,167 | $302.1 萬 | 1.27% | +453+9.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,138 | $300.4 萬 | 0.46% | −295−5.4% | 減碼 |
| Simon Quick Advisors, LLC | 5,134 | $300.2 萬 | 0.19% | +1,415+38.0% | 加碼 |
| Marion Wealth Management | 5,132 | $300.1 萬 | 0.80% | +163+3.3% | 加碼 |
| Mather Group, LLC. | 5,121 | $299.4 萬 | 0.04% | −282−5.2% | 減碼 |
| Blue Square Asset Management, LLC | 5,118 | $299.2 萬 | 1.61% | +203+4.1% | 加碼 |
| Circle Wealth Management, LLC | 5,105 | $298.5 萬 | 0.07% | −145−2.8% | 減碼 |
| Conscious Wealth Investments, LLC | 5,275 | $297.8 萬 | 2.05% | +14+0.3% | 加碼 |
| Wrapmanager Inc | 5,065 | $296.1 萬 | 0.77% | −499−9.0% | 減碼 |
| Ami Investment Management Inc | 5,061 | $295.9 萬 | 1.00% | +99+2.0% | 加碼 |
| Harfst & Associates, Inc. | 5,044 | $294.9 萬 | 0.66% | −78−1.5% | 減碼 |
| Welch & Forbes LLC | 5,038 | $294.6 萬 | 0.04% | +218+4.5% | 加碼 |
| Second Line Capital, LLC | 5,037 | $294.5 萬 | 0.80% | +239+5.0% | 加碼 |
| L.M. Kohn & Company | 5,037 | $294.5 萬 | 0.75% | +81+1.6% | 加碼 |
| Central Pacific Bank - Trust Division | 5,024 | $293.7 萬 | 0.37% | −2,170−30.2% | 減碼 |
| Apexium Financial, LP | 5,021 | $293.5 萬 | 0.19% | −13−0.3% | 減碼 |
| Magnus Financial Group LLC | 5,013 | $293.1 萬 | 0.30% | +180+3.7% | 加碼 |
| Arete Wealth Advisors, LLC | 5,001 | $292.5 萬 | 0.25% | +79+1.6% | 加碼 |
| Cottage Street Advisors LLC | 4,986 | $291.5 萬 | 1.59% | −31−0.6% | 減碼 |
| RBA Wealth Management, LLC | 4,984 | $291.4 萬 | 1.12% | −6,957−58.3% | 減碼 |
| Tealwood Asset Management Inc | 4,968 | $290.5 萬 | 1.27% | +4,968 | 新進 |
| Moser Wealth Advisors, LLC | 4,940 | $288.8 萬 | 1.50% | −120−2.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 4,932 | $288.4 萬 | 0.21% | +650+15.2% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,919 | $287.6 萬 | 1.20% | +27+0.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 4,913 | $287.3 萬 | 1.60% | +497+11.3% | 加碼 |
| Eads & Heald Wealth Management | 4,902 | $286.6 萬 | 1.36% | −321−6.1% | 減碼 |
| Schear Investment Advisers, LLC | 4,896 | $286.3 萬 | 1.77% | +544+12.5% | 加碼 |
| Palumbo Wealth Management LLC | 4,877 | $285.1 萬 | 1.11% | +107+2.2% | 加碼 |
| North Star Investment Management Corp. | 4,853 | $283.7 萬 | 0.20% | −36−0.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 4,848 | $283.5 萬 | 1.26% | −120−2.4% | 減碼 |
| Osprey Private Wealth LLC | 4,840 | $283.0 萬 | 1.98% | +4,840 | 新進 |
| Cidel Asset Management Inc | 4,804 | $280.9 萬 | 0.20% | +64+1.4% | 加碼 |
| Parsons Capital Management Inc | 4,801 | $280.7 萬 | 0.18% | +81+1.7% | 加碼 |
| Great Diamond Partners, LLC | 4,798 | $280.5 萬 | 0.71% | −951−16.5% | 減碼 |
| TrinityPoint Wealth, LLC | 4,775 | $279.2 萬 | 0.40% | −70−1.4% | 減碼 |
| Manhattan West Asset Management, LLC | 4,761 | $278.4 萬 | 0.72% | +95+2.0% | 加碼 |
| Dohj, LLC | 4,692 | $277.9 萬 | 0.65% | −2,128−31.2% | 減碼 |
| Hilltop National Bank | 4,745 | $277.4 萬 | 0.84% | −9−0.2% | 減碼 |
| Brown Financial Advisors | 4,742 | $277.3 萬 | 1.14% | −949−16.7% | 減碼 |
| Sargent Investment Group, LLC | 4,735 | $276.8 萬 | 0.50% | +867+22.4% | 加碼 |
| My Legacy Advisors, LLC | 4,734 | $276.8 萬 | 1.09% | −676−12.5% | 減碼 |
| Personal Cfo Solutions, LLC | 4,733 | $276.7 萬 | 0.39% | +22+0.5% | 加碼 |
| Interchange Capital Partners, LLC | 4,723 | $276.4 萬 | 0.98% | −45−0.9% | 減碼 |
| Aigen Investment Management, LP | 4,725 | $276.3 萬 | 0.54% | +4,725 | 新進 |
| Bay Rivers Group | 4,723 | $276.2 萬 | 1.37% | −1,780−27.4% | 減碼 |
| Orrstown Financial Services Inc | 4,721 | $276.0 萬 | 0.82% | +1,767+59.8% | 加碼 |
| BigSur Wealth Management LLC | 4,718 | $275.9 萬 | 0.76% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 4,700 | $274.8 萬 | 0.58% | +128+2.8% | 加碼 |
| CNB Bank | 4,697 | $274.6 萬 | 1.27% | −501−9.6% | 減碼 |
| One Capital Management, LLC | 4,697 | $274.6 萬 | 0.09% | +86+1.9% | 加碼 |
| Court Place Advisors, LLC | 4,689 | $274.2 萬 | 0.80% | −70−1.5% | 減碼 |
| JNBA Financial Advisors | 4,686 | $274.0 萬 | 0.28% | +20+0.4% | 加碼 |
| Cahill Financial Advisors Inc | 4,676 | $273.4 萬 | 0.37% | +270+6.1% | 加碼 |
| Sierra Capital LLC | 4,663 | $272.6 萬 | 0.33% | +616+15.2% | 加碼 |
| Chesapeake Wealth Management | 4,653 | $272.1 萬 | 0.93% | −138−2.9% | 減碼 |
| Harvey Investment Co LLC | 4,651 | $271.9 萬 | 0.31% | 00.0% | 不變 |
| WP Advisors, LLC | 4,628 | $270.6 萬 | 0.99% | −255−5.2% | 減碼 |
| Everhart Financial Group, Inc. | 4,628 | $270.6 萬 | 0.60% | +754+19.5% | 加碼 |
| Marcum Wealth, LLC | 4,625 | $270.4 萬 | 0.25% | −259−5.3% | 減碼 |
| Fielder Capital Group LLC | 4,615 | $269.8 萬 | 0.89% | +18+0.4% | 加碼 |
| Paralel Advisors LLC | 4,615 | $269.8 萬 | 0.12% | 00.0% | 不變 |
| Alaethes Wealth LLC | 4,614 | $269.8 萬 | 1.00% | −163−3.4% | 減碼 |
| Means Investment Co., Inc. | 4,600 | $268.9 萬 | 0.30% | −29−0.6% | 減碼 |
| Quadcap Wealth Management, LLC | 4,589 | $268.3 萬 | 0.42% | −776−14.5% | 減碼 |
| Gsa Capital Partners LLP | 4,582 | $267.9 萬 | 0.20% | −1,836−28.6% | 減碼 |
| Payden & Rygel | 4,580 | $267.8 萬 | 0.21% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,575 | $267.5 萬 | 0.88% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,574 | $267.4 萬 | 0.40% | +195+4.5% | 加碼 |
| Boomfish Wealth Group, LLC | 4,567 | $267.0 萬 | 1.64% | −217−4.5% | 減碼 |
| Capital Management Associates, Inc | 4,552 | $266.1 萬 | 1.09% | +452+11.0% | 加碼 |