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 |
|---|---|---|---|---|---|
| Absolute Capital Management, LLC | 2,871 | $167.9 萬 | 1.00% | +10+0.3% | 加碼 |
| Fullcircle Wealth LLC | 2,969 | $167.8 萬 | 0.75% | −120−3.9% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 2,939 | $165.9 萬 | 0.79% | −69−2.3% | 減碼 |
| OV Management LLC | 2,837 | $165.9 萬 | 1.10% | −7−0.2% | 減碼 |
| Live Oak Investment Partners | – | $165.5 萬 | 1.29% | – | – |
| Keudell/Morrison Wealth Management | 2,823 | $165.1 萬 | 0.45% | −33−1.2% | 減碼 |
| Global Assets Advisory, LLC | 2,829 | $165.0 萬 | 0.90% | +2,829 | 新進 |
| MBM Wealth Consultants, LLC | 2,812 | $164.4 萬 | 0.52% | +126+4.7% | 加碼 |
| Cambridge Advisors Inc. | 2,807 | $164.1 萬 | 0.36% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 2,800 | $163.7 萬 | 0.21% | +74+2.7% | 加碼 |
| Perennial Investment Advisors, LLC | 2,792 | $163.4 萬 | 0.21% | +45+1.6% | 加碼 |
| BancorpSouth Bank | 2,794 | $163.4 萬 | 0.11% | +46+1.7% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,793 | $163.3 萬 | 0.19% | +45+1.6% | 加碼 |
| Sunbelt Securities, Inc. | 2,790 | $163.1 萬 | 0.16% | +24+0.9% | 加碼 |
| AXS Investments LLC | 2,775 | $162.2 萬 | 0.43% | +46+1.7% | 加碼 |
| Cromwell Holdings LLC | 2,765 | $161.7 萬 | 1.04% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 2,759 | $161.3 萬 | 0.34% | −8−0.3% | 減碼 |
| Kensington Investment Counsel, LLC | 2,755 | $161.1 萬 | 0.67% | 00.0% | 不變 |
| Sunpointe, LLC | 2,751 | $160.8 萬 | 1.32% | −10−0.4% | 減碼 |
| Fiduciary Alliance LLC | 2,743 | $160.4 萬 | 0.21% | +1,312+91.7% | 加碼 |
| Ibex Wealth Advisors | 21,923 | $160.0 萬 | 0.51% | +21,513+5,247.1% | 加碼 |
| Wolverine Trading, LLC | 2,745 | $159.7 萬 | 0.04% | −5,436−66.4% | 減碼 |
| Islay Capital Management, LLC | 2,728 | $159.5 萬 | 1.07% | 00.0% | 不變 |
| Investment Partners, Ltd. | 2,728 | $159.5 萬 | 0.66% | +5+0.2% | 加碼 |
| Midland Wealth Advisors LLC | 2,725 | $159.3 萬 | 0.09% | −62−2.2% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 2,730 | $159.2 萬 | 0.29% | +120+4.6% | 加碼 |
| Sand Hill Global Advisors, LLC | 2,719 | $159.0 萬 | 0.07% | +309+12.8% | 加碼 |
| McDonald Partners LLC | 2,717 | $158.9 萬 | 0.40% | −2,053−43.0% | 減碼 |
| Riverpark Capital Management LLC | 2,716 | $158.8 萬 | 2.89% | −237−8.0% | 減碼 |
| Bank of Stockton | 2,714 | $158.7 萬 | 0.48% | −78−2.8% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,714 | $158.7 萬 | 1.26% | +359+15.2% | 加碼 |
| Angeles Wealth Management, LLC | 2,711 | $158.5 萬 | 0.14% | +105+4.0% | 加碼 |
| Sivia Capital Partners, LLC | 2,705 | $158.2 萬 | 0.93% | +143+5.6% | 加碼 |
| Intrua Financial, LLC | 2,705 | $158.1 萬 | 0.26% | −716−20.9% | 減碼 |
| Cim Investment Mangement Inc | 2,703 | $158.0 萬 | 0.47% | −103−3.7% | 減碼 |
| Codex Capital Asset Management L.L.C. | 2,700 | $157.9 萬 | 0.70% | 00.0% | 不變 |
| ERn Financial, LLC | 2,700 | $157.9 萬 | 0.24% | −62−2.2% | 減碼 |
| Sendero Wealth Management, LLC | 2,692 | $157.4 萬 | 0.25% | +37+1.4% | 加碼 |
| Three Seasons Wealth, LLC | 2,688 | $157.2 萬 | 0.83% | +43+1.6% | 加碼 |
| Cable Hill Partners, LLC | 2,687 | $157.1 萬 | 0.15% | +488+22.2% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,686 | $157.0 萬 | 1.20% | +123+4.8% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 2,679 | $156.7 萬 | 1.08% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 2,677 | $156.5 萬 | 0.78% | +458+20.6% | 加碼 |
| Caldwell Investment Management Ltd. | 2,690 | $156.4 萬 | 1.10% | 00.0% | 不變 |
| Everett Harris & Co | 2,672 | $156.2 萬 | 0.02% | −33−1.2% | 減碼 |
| Heartland Bank & Trust Co | 2,670 | $156.1 萬 | 0.84% | +103+4.0% | 加碼 |
| Mattern Wealth Management LLC | 2,664 | $155.8 萬 | 0.34% | −4,179−61.1% | 減碼 |
| First County Bank | 2,660 | $155.5 萬 | 0.77% | +213+8.7% | 加碼 |
| Calton & Associates, Inc. | 2,652 | $155.1 萬 | 0.59% | +2,652 | 新進 |
| Heritage Family Offices, LLP | 2,650 | $155.0 萬 | 0.80% | −42−1.6% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,646 | $154.7 萬 | 0.73% | −413−13.5% | 減碼 |
| Garrison Point Advisors, LLC | 2,641 | $154.4 萬 | 0.96% | −5−0.2% | 減碼 |
| Florida Financial Advisors, LLC | 2,992 | $154.1 萬 | 0.79% | −776−20.6% | 減碼 |
| Gibbs Wealth Management | 2,634 | $154.0 萬 | 0.50% | +432+19.6% | 加碼 |
| WR Wealth Planners, LLC | 2,632 | $153.9 萬 | 0.43% | +37+1.4% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,630 | $153.8 萬 | 0.28% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 2,623 | $153.4 萬 | 0.07% | −3,356−56.1% | 減碼 |
| Evergreen Wealth Management, LLC | 2,609 | $152.5 萬 | 0.92% | +577+28.4% | 加碼 |
| Atlas Capital Advisors LLC | 2,608 | $152.5 萬 | 0.23% | 00.0% | 不變 |
| Allred Capital Management, LLC | 2,608 | $152.5 萬 | 0.60% | +101+4.0% | 加碼 |
| Avalon Trust Co | 2,603 | $152.2 萬 | 0.11% | −561−17.7% | 減碼 |
| TLWM | 2,603 | $152.2 萬 | 0.31% | −86−3.2% | 減碼 |
| Alta Advisers Ltd | 2,600 | $152.0 萬 | 0.69% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 2,574 | $151.7 萬 | 0.36% | −358−12.2% | 減碼 |
| Phillips Wealth Planners LLC | 2,650 | $151.4 萬 | 1.45% | +120+4.7% | 加碼 |
| Resonant Capital Advisors, LLC | 2,587 | $151.3 萬 | 0.11% | +361+16.2% | 加碼 |
| Trust Co of the South | 2,586 | $151.2 萬 | 0.32% | +478+22.7% | 加碼 |
| Ifrah Financial Services, Inc. | 2,585 | $151.1 萬 | 0.41% | −70−2.6% | 減碼 |
| West Coast Financial LLC | 2,581 | $150.9 萬 | 0.17% | −20,234−88.7% | 減碼 |
| Moseley Investment Management Inc | 2,581 | $150.9 萬 | 0.60% | +136+5.6% | 加碼 |
| Essex Savings Bank | 2,578 | $150.7 萬 | 0.38% | −8−0.3% | 減碼 |
| Gitterman Wealth Management, LLC | 2,577 | $150.7 萬 | 0.63% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,576 | $150.6 萬 | 0.88% | −82−3.1% | 減碼 |
| Duncan Williams Asset Management, LLC | 2,574 | $150.5 萬 | 0.83% | +528+25.8% | 加碼 |
| CFO4Life Group, LLC | 2,571 | $150.3 萬 | 0.27% | +80+3.2% | 加碼 |
| Bowen Hanes & Co Inc | 2,561 | $149.7 萬 | 0.04% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,917 | $149.6 萬 | 0.24% | +1,382+90.0% | 加碼 |
| MCF Advisors LLC | 2,558 | $149.6 萬 | 0.10% | −23−0.9% | 減碼 |
| Adirondack Trust Co | 2,557 | $149.5 萬 | 0.58% | −17−0.7% | 減碼 |
| First Financial Bank - Trust Division | 2,555 | $149.4 萬 | 0.14% | +16+0.6% | 加碼 |
| Fairscale Capital, LLC | 2,544 | $148.7 萬 | 1.30% | −60−2.3% | 減碼 |
| Abacus Planning Group, Inc. | 2,535 | $148.2 萬 | 0.26% | +497+24.4% | 加碼 |
| Ashton Thomas Securities, LLC | 2,524 | $147.6 萬 | 0.29% | +1,419+128.4% | 加碼 |
| Archer Investment Corp | 2,518 | $147.2 萬 | 0.39% | −3−0.1% | 減碼 |
| CFS Investment Advisory Services, LLC | 2,517 | $147.2 萬 | 0.12% | +272+12.1% | 加碼 |
| Edge Capital Group, LLC | 2,515 | $147.1 萬 | 0.07% | −559−18.2% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,514 | $147.0 萬 | 0.28% | +3+0.1% | 加碼 |
| Evermay Wealth Management LLC | 2,512 | $146.9 萬 | 0.24% | −36−1.4% | 減碼 |
| Prentice Wealth Management LLC | 2,506 | $146.5 萬 | 0.44% | +41+1.7% | 加碼 |
| Delta Investment Management, LLC | 2,505 | $146.5 萬 | 0.30% | −1,293−34.0% | 減碼 |
| MJP Associates Inc | 2,503 | $146.4 萬 | 0.28% | −81−3.1% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $146.2 萬 | 0.75% | −100−3.8% | 減碼 |
| Nicolet Bankshares Inc | 2,490 | $145.6 萬 | 0.35% | −98−3.8% | 減碼 |
| California First Leasing Corp | 2,489 | $145.5 萬 | 0.63% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 2,486 | $145.4 萬 | 0.41% | −263−9.6% | 減碼 |
| Leeward Financial Partners, LLC | 2,486 | $145.4 萬 | 0.55% | +59+2.4% | 加碼 |
| Humankind Investments LLC | 2,482 | $145.1 萬 | 0.52% | −116−4.5% | 減碼 |
| RKL Wealth Management LLC | 2,466 | $144.2 萬 | 0.13% | +116+4.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,461 | $143.9 萬 | 0.06% | +14+0.6% | 加碼 |
| BSW Wealth Partners | 2,457 | $143.6 萬 | 0.22% | +418+20.5% | 加碼 |