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 |
|---|---|---|---|---|---|
| Wellington Wealth Strategies, LLC. | 4,019 | $226.9 萬 | 1.72% | +4,019 | 新進 |
| Crestwood Advisors Group LLC | 3,878 | $226.7 萬 | 0.04% | +831+27.3% | 加碼 |
| Geller Advisors LLC | 3,869 | $226.2 萬 | 0.16% | −1,061−21.5% | 減碼 |
| Morris Retirement Advisors, LLC | 3,858 | $225.5 萬 | 1.23% | −403−9.5% | 減碼 |
| Brophy Wealth Management, LLC | 3,855 | $225.4 萬 | 0.81% | +3,855 | 新進 |
| Menard Financial Group LLC | 3,852 | $225.2 萬 | 1.48% | +9+0.2% | 加碼 |
| Trustmark National Bank Trust Department | 3,844 | $224.8 萬 | 0.17% | +1,816+89.5% | 加碼 |
| Concentric Capital Strategies, LP | 3,843 | $224.7 萬 | 0.14% | +1,101+40.2% | 加碼 |
| Strategic Blueprint, LLC | 3,842 | $224.6 萬 | 0.14% | −158−4.0% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 3,811 | $222.8 萬 | 1.44% | +5+0.1% | 加碼 |
| Ahl Investment Management, Inc. | 3,809 | $222.7 萬 | 1.54% | −175−4.4% | 減碼 |
| Key Financial Inc | 3,808 | $222.6 萬 | 0.49% | +11+0.3% | 加碼 |
| Quotient Wealth Partners, LLC | 3,808 | $222.6 萬 | 0.07% | +274+7.8% | 加碼 |
| Fiduciary Family Office, LLC | 3,806 | $222.5 萬 | 0.73% | +792+26.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,793 | $221.8 萬 | 0.21% | +53+1.4% | 加碼 |
| Delta Financial Advisors LLC | 3,783 | $221.2 萬 | 0.80% | +157+4.3% | 加碼 |
| Sierra Summit Advisors LLC | 3,783 | $221.2 萬 | 0.51% | +469+14.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,779 | $221.0 萬 | 0.30% | +514+15.7% | 加碼 |
| US Asset Management LLC | 3,643 | $220.7 萬 | 1.95% | −28−0.8% | 減碼 |
| Stokes Family Office, LLC | 3,771 | $220.5 萬 | 0.24% | −65−1.7% | 減碼 |
| Certified Advisory Corp | 3,756 | $219.6 萬 | 0.24% | −133−3.4% | 減碼 |
| Maxwell Wealth Strategies Inc. | 3,872 | $219.6 萬 | 0.93% | +804+26.2% | 加碼 |
| FSM Wealth Advisors, LLC | 3,754 | $219.5 萬 | 0.58% | +326+9.5% | 加碼 |
| Jacobi Capital Management LLC | 3,747 | $219.1 萬 | 0.17% | +187+5.3% | 加碼 |
| Money Concepts Capital Corp | 3,746 | $219.0 萬 | 0.17% | +235+6.7% | 加碼 |
| Goepper Burkhardt LLC | 3,742 | $218.8 萬 | 0.90% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 3,739 | $218.6 萬 | 1.01% | −3,340−47.2% | 減碼 |
| IAM Advisory, LLC | 3,731 | $218.1 萬 | 0.55% | +44+1.2% | 加碼 |
| MWA Asset Management | 3,716 | $217.3 萬 | 1.44% | +69+1.9% | 加碼 |
| BCGM Wealth Management, LLC | 3,715 | $217.2 萬 | 0.70% | +100+2.8% | 加碼 |
| Willner & Heller, LLC | 3,710 | $216.9 萬 | 1.93% | +13+0.4% | 加碼 |
| Sterling Investment Counsel, LLC | 3,708 | $216.8 萬 | 0.77% | +255+7.4% | 加碼 |
| Fiduciary Group LLC | 3,701 | $216.4 萬 | 0.22% | +6+0.2% | 加碼 |
| ZWJ Investment Counsel Inc | 3,700 | $216.3 萬 | 0.09% | +10.0% | 加碼 |
| HMS Capital Management, LLC | 3,691 | $215.8 萬 | 1.06% | +224+6.5% | 加碼 |
| Avantax Planning Partners, Inc. | 3,685 | $215.5 萬 | 0.08% | −2,089−36.2% | 減碼 |
| Emprise Bank | 3,680 | $215.2 萬 | 1.24% | −151−3.9% | 減碼 |
| Hartline Investment Corp | 3,680 | $215.2 萬 | 0.27% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,676 | $214.9 萬 | 0.30% | −92−2.4% | 減碼 |
| Southern Capital Advisors, LLC | 3,672 | $214.7 萬 | 1.21% | +3,250+770.1% | 加碼 |
| Continuum Advisory, LLC | 3,618 | $214.6 萬 | 0.27% | +208+6.1% | 加碼 |
| Peterson Wealth Services | 3,670 | $214.6 萬 | 0.69% | +2,773+309.1% | 加碼 |
| Net Worth Advisory Group | 3,663 | $214.1 萬 | 0.64% | +3,663 | 新進 |
| Leonteq Securities AG | 3,654 | $213.6 萬 | 0.25% | −41−1.1% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 3,650 | $213.4 萬 | 1.48% | +194+5.6% | 加碼 |
| Smith, Salley & Associates | 3,643 | $213.0 萬 | 0.14% | +892+32.4% | 加碼 |
| Signature Wealth Management Group | 3,627 | $212.1 萬 | 0.85% | +142+4.1% | 加碼 |
| IMS Capital Management | 3,626 | $212.0 萬 | 0.95% | +25+0.7% | 加碼 |
| Townsend & Associates, Inc | 3,752 | $211.8 萬 | 0.22% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,623 | $211.8 萬 | 0.21% | −4,524−55.5% | 減碼 |
| Rede Wealth, LLC | 3,619 | $211.6 萬 | 0.81% | −115−3.1% | 減碼 |
| Accurate Wealth Management, LLC | 3,776 | $211.1 萬 | 0.42% | −3,312−46.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,608 | $211.0 萬 | 0.02% | −6,860−65.5% | 減碼 |
| Ellevest, Inc. | 3,603 | $210.7 萬 | 0.12% | +529+17.2% | 加碼 |
| Prairie Wealth Advisors, Inc. | 3,595 | $210.2 萬 | 1.04% | +146+4.2% | 加碼 |
| Pettee Investors, Inc. | 3,587 | $209.7 萬 | 1.02% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,572 | $208.8 萬 | 0.05% | −897−20.1% | 減碼 |
| One Wealth Advisors, LLC | 3,568 | $208.6 萬 | 0.32% | −19−0.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 3,567 | $208.6 萬 | 0.63% | −100−2.7% | 減碼 |
| Shum Financial Group, Inc. | 3,675 | $208.4 萬 | 1.74% | +3,675 | 新進 |
| Ramirez Asset Management, Inc. | 3,559 | $208.1 萬 | 0.40% | 00.0% | 不變 |
| JSF Financial, LLC | 3,558 | $208.0 萬 | 0.61% | +1,356+61.6% | 加碼 |
| Paulson Wealth Management Inc. | 3,551 | $207.6 萬 | 0.56% | −50−1.4% | 減碼 |
| Dorchester Wealth Management Co | 3,534 | $206.6 萬 | 0.38% | −2,127−37.6% | 減碼 |
| Advisor OS, LLC | 3,524 | $206.1 萬 | 0.21% | +278+8.6% | 加碼 |
| Hudson Canyon Capital Management | 3,518 | $205.7 萬 | 1.33% | 00.0% | 不變 |
| Central Valley Advisors, LLC | 3,514 | $205.4 萬 | 1.16% | +47+1.4% | 加碼 |
| Prossimo Advisors, LLC | 3,503 | $204.8 萬 | 1.50% | +66+1.9% | 加碼 |
| KPP Advisory Services LLC | 3,502 | $204.8 萬 | 0.49% | +42+1.2% | 加碼 |
| Harbert Fund Advisors, Inc. | 3,500 | $204.6 萬 | 1.65% | +2,000+133.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,422 | $204.6 萬 | 0.70% | +71+2.1% | 加碼 |
| JFS Wealth Advisors, LLC | 3,499 | $204.6 萬 | 0.14% | +2,832+424.6% | 加碼 |
| LSV Asset Management | 3,500 | $204.6 萬 | 0.00% | −29,500−89.4% | 減碼 |
| James J. Burns & Company, LLC | 3,495 | $204.3 萬 | 0.37% | +13+0.4% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 3,482 | $203.6 萬 | 1.03% | +37+1.1% | 加碼 |
| Cobblestone Capital Advisors LLC | 3,476 | $203.2 萬 | 0.11% | +33+1.0% | 加碼 |
| Teza Capital Management LLC | 3,474 | $203.1 萬 | 0.22% | +2,519+263.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,450 | $201.8 萬 | 0.09% | −36−1.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,583 | $200.9 萬 | 0.02% | +36+1.0% | 加碼 |
| SeaBridge Investment Advisors LLC | 3,435 | $200.8 萬 | 0.49% | +3,435 | 新進 |
| Evernest Financial Advisors, LLC | 3,431 | $200.6 萬 | 0.54% | −84−2.4% | 減碼 |
| KC Investment Advisors, LLC | 3,428 | $200.4 萬 | 0.84% | +120+3.6% | 加碼 |
| Golden State Equity Partners | 3,427 | $200.4 萬 | 0.31% | +355+11.6% | 加碼 |
| Unique Wealth, LLC | 3,427 | $200.3 萬 | 0.46% | +194+6.0% | 加碼 |
| Oxford Wealth Group, LLC | 3,419 | $199.9 萬 | 1.63% | −1,837−35.0% | 減碼 |
| Transatlantique Private Wealth LLC | 3,417 | $199.8 萬 | 0.77% | +823+31.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,416 | $199.7 萬 | 0.27% | −81−2.3% | 減碼 |
| Ninety One North America, Inc. | 3,415 | $199.7 萬 | 0.14% | +3,415 | 新進 |
| Matrix Trust Co | 3,409 | $199.3 萬 | 0.37% | +57+1.7% | 加碼 |
| Northeast Financial Group, Inc. | 3,403 | $199.0 萬 | 0.77% | −1,043−23.5% | 減碼 |
| Callan Family Office, LLC | 3,398 | $198.7 萬 | 0.33% | +963+39.5% | 加碼 |
| Cullen Investment Group, Ltd. | 3,391 | $198.2 萬 | 0.30% | +60+1.8% | 加碼 |
| Zullo Investment Group, Inc. | 3,388 | $198.1 萬 | 0.82% | +37+1.1% | 加碼 |
| RMR Wealth Builders | 3,387 | $198.0 萬 | 0.21% | −144−4.1% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 3,383 | $197.8 萬 | 0.79% | +1,175+53.2% | 加碼 |
| Commons Capital, LLC | 3,383 | $197.8 萬 | 2.18% | −387−10.3% | 減碼 |
| Investment Advisory Services Inc | 3,378 | $197.5 萬 | 0.70% | +207+6.5% | 加碼 |
| Prelude Capital Management, LLC | 3,373 | $197.2 萬 | 0.15% | −1,846−35.4% | 減碼 |
| Hunter Associates Investment Management LLC | 3,372 | $197.0 萬 | 0.31% | 00.0% | 不變 |
| Diversified, LLC | 3,352 | $196.0 萬 | 0.22% | −32−0.9% | 減碼 |