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
- 3,477
- 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 1,421 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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 31,482 | $1,841 萬 | 1.07% | −175−0.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 31,265 | $1,828 萬 | 1.49% | −365−1.2% | 減碼 |
| Meridian Wealth Management, LLC | 31,162 | $1,822 萬 | 0.90% | +3,603+13.1% | 加碼 |
| First Foundation Advisors | 30,962 | $1,810 萬 | 0.68% | −4,231−12.0% | 減碼 |
| Axxcess Wealth Management, LLC | 30,955 | $1,810 萬 | 0.46% | +138+0.4% | 加碼 |
| YHB Investment Advisors, Inc. | 30,824 | $1,802 萬 | 1.49% | +203+0.7% | 加碼 |
| Park Avenue Securities LLC | 30,622 | $1,790 萬 | 0.20% | −2,981−8.9% | 減碼 |
| Investment Management Corp of Ontario | 30,521 | $1,785 萬 | 0.40% | +9,900+48.0% | 加碼 |
| Marks Group Wealth Management, Inc | 30,506 | $1,784 萬 | 1.70% | −108−0.4% | 減碼 |
| Equitable Holdings, Inc. | 30,443 | $1,780 萬 | 0.17% | +4,763+18.5% | 加碼 |
| Howe & Rusling Inc | 30,401 | $1,777 萬 | 1.53% | −31−0.1% | 減碼 |
| Edgar Lomax Co | 30,345 | $1,774 萬 | 1.08% | −500−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 30,233 | $1,768 萬 | 0.20% | −3,995−11.7% | 減碼 |
| DuPont Capital Management Corp | 30,213 | $1,766 萬 | 1.47% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 30,199 | $1,766 萬 | 1.21% | +39+0.1% | 加碼 |
| Capital International Sarl | 30,169 | $1,764 萬 | 0.45% | +5,875+24.2% | 加碼 |
| CCM Investment Advisers LLC | 30,058 | $1,757 萬 | 1.96% | −191−0.6% | 減碼 |
| Shelton Capital Management | 30,018 | $1,755 萬 | 0.45% | −4,959−14.2% | 減碼 |
| Bright Rock Capital Management, LLC | 30,000 | $1,754 萬 | 3.53% | 00.0% | 不變 |
| Meritage Group LP | 30,000 | $1,754 萬 | 0.41% | +30,000 | 新進 |
| Apollon Wealth Management, LLC | 29,710 | $1,737 萬 | 0.49% | −2,330−7.3% | 減碼 |
| Governors Lane LP | 29,300 | $1,713 萬 | 2.68% | +4,300+17.2% | 加碼 |
| King Wealth | 29,282 | $1,712 萬 | 2.67% | +54+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,267 | $1,711 萬 | 0.40% | −23−0.1% | 減碼 |
| Siemens Fonds Invest GmbH | 30,726 | $1,707 萬 | 1.36% | −83−0.3% | 減碼 |
| Alaska Permanent Fund Corp | 29,174 | $1,706 萬 | 0.25% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 29,097 | $1,701 萬 | 0.31% | −1,345−4.4% | 減碼 |
| Columbus Hill Capital Management, L.P. | 29,041 | $1,698 萬 | 3.47% | 00.0% | 不變 |
| Tower Bridge Advisors | 29,023 | $1,697 萬 | 1.76% | −170−0.6% | 減碼 |
| Venturi Wealth Management, LLC | 28,983 | $1,695 萬 | 0.89% | +2,138+8.0% | 加碼 |
| Bryn Mawr Trust Co | 28,886 | $1,689 萬 | 0.30% | +19,566+209.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 28,842 | $1,686 萬 | 1.18% | +2,957+11.4% | 加碼 |
| Overbrook Management Corp | 28,832 | $1,686 萬 | 3.87% | −951−3.2% | 減碼 |
| Coronation Fund Managers Ltd. | 28,768 | $1,682 萬 | 0.93% | −17,468−37.8% | 減碼 |
| Moran Wealth Management, LLC | 28,717 | $1,679 萬 | 0.52% | −454−1.6% | 減碼 |
| Middleton & Co Inc | 28,617 | $1,673 萬 | 1.85% | −89−0.3% | 減碼 |
| Dakota Wealth Management | 28,347 | $1,657 萬 | 0.37% | +833+3.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 28,260 | $1,652 萬 | 1.48% | +280+1.0% | 加碼 |
| S&CO Inc | 28,037 | $1,639 萬 | 1.07% | −1,195−4.1% | 減碼 |
| Carlson Capital Management | 27,939 | $1,634 萬 | 0.69% | −378−1.3% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 27,918 | $1,632 萬 | 8.68% | −665−2.3% | 減碼 |
| Employees Retirement System of Texas | 27,726 | $1,621 萬 | 0.14% | −170,944−86.0% | 減碼 |
| Cohen Klingenstein LLC | 27,700 | $1,620 萬 | 0.56% | 00.0% | 不變 |
| McRae Capital Management Inc | 27,677 | $1,618 萬 | 3.16% | −450−1.6% | 減碼 |
| Bell Asset Management Ltd | 27,574 | $1,612 萬 | 2.95% | −27,408−49.8% | 減碼 |
| RiverFront Investment Group, LLC | 27,503 | $1,608 萬 | 0.38% | +2,455+9.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 27,481 | $1,607 萬 | 1.97% | +515+1.9% | 加碼 |
| Neville Rodie & Shaw Inc | 27,453 | $1,605 萬 | 1.18% | −258−0.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 27,340 | $1,599 萬 | 1.11% | −2,346−7.9% | 減碼 |
| Torray LLC | 27,325 | $1,598 萬 | 2.24% | +433+1.6% | 加碼 |
| Alps Advisors Inc | 27,157 | $1,588 萬 | 0.11% | −11,649−30.0% | 減碼 |
| Waycross Partners, LLC | 27,136 | $1,587 萬 | 2.19% | +3,449+14.6% | 加碼 |
| Pioneer Trust Bank N A | 27,094 | $1,584 萬 | 4.05% | −635−2.3% | 減碼 |
| Advisory Services Network, LLC | 31,002 | $1,579 萬 | 0.33% | 00.0% | 不變 |
| Argent Financial Group, Inc. | 26,915 | $1,574 萬 | 1.87% | +26,915 | 新進 |
| 8 Knots Management, LLC | 26,876 | $1,571 萬 | 1.86% | +26,876 | 新進 |
| Sienna Gestion | 26,936 | $1,571 萬 | 1.05% | +5,862+27.8% | 加碼 |
| Caden Capital Partners, LP | 26,810 | $1,568 萬 | 5.28% | −20,641−43.5% | 減碼 |
| Coldstream Capital Management Inc | 26,722 | $1,565 萬 | 0.34% | +1,627+6.5% | 加碼 |
| American National Bank | 26,686 | $1,560 萬 | 1.84% | −285−1.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 26,556 | $1,553 萬 | 0.46% | +707+2.7% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 26,419 | $1,545 萬 | 0.83% | −571−2.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 26,246 | $1,535 萬 | 0.10% | +814+3.2% | 加碼 |
| Litman Gregory Asset Management LLC | 26,091 | $1,525 萬 | 1.28% | −389−1.5% | 減碼 |
| Janney Capital Management LLC | 25,987 | $1,519 萬 | 1.03% | +214+0.8% | 加碼 |
| APG Asset Management US Inc. | 25,909 | $1,511 萬 | 0.10% | −326,074−92.6% | 減碼 |
| Carnegie Lake Advisors LLC | 25,846 | $1,511 萬 | 5.98% | +25,846 | 新進 |
| Cary Street Partner Investment Advisory LLC | 25,723 | $1,504 萬 | 0.55% | +738+3.0% | 加碼 |
| BlackBarn Capital Partners LP | 25,700 | $1,503 萬 | 6.53% | −6,300−19.7% | 減碼 |
| Bleakley Financial Group, LLC | 25,670 | $1,501 萬 | 0.46% | −12,586−32.9% | 減碼 |
| Covington Investment Advisors Inc. | 25,638 | $1,499 萬 | 2.25% | +50+0.2% | 加碼 |
| Hyperion Capital Advisors LP | 25,627 | $1,498 萬 | 7.04% | −781−3.0% | 減碼 |
| North Point Portfolio Managers Corp | 25,596 | $1,497 萬 | 2.40% | −245−0.9% | 減碼 |
| Addenda Capital Inc. | 25,587 | $1,496 萬 | 0.53% | −120.0% | 減碼 |
| Schmidt P J Investment Management Inc | 25,536 | $1,493 萬 | 2.58% | −609−2.3% | 減碼 |
| Walleye Capital LLC | 25,333 | $1,481 萬 | 0.16% | +381+1.5% | 加碼 |
| Somerville Kurt F | 25,250 | $1,476 萬 | 2.38% | +102+0.4% | 加碼 |
| Sumitomo Life Insurance Co | 25,220 | $1,475 萬 | 0.29% | +4,157+19.7% | 加碼 |
| Muhlenkamp & Co Inc | 25,209 | $1,474 萬 | 4.52% | −70.0% | 減碼 |
| BNP Paribas | 25,147 | $1,470 萬 | 0.61% | −635−2.5% | 減碼 |
| LTS One Management LP | 25,070 | $1,466 萬 | 4.24% | +25,070 | 新進 |
| 11 Capital Partners LP | 25,050 | $1,465 萬 | 6.11% | −11,250−31.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 24,976 | $1,460 萬 | 0.16% | +3,006+13.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 24,853 | $1,453 萬 | 0.07% | −51,673−67.5% | 減碼 |
| Altrafin AG | 24,835 | $1,452 萬 | 5.23% | +22,965+1,228.1% | 加碼 |
| Live Oak Private Wealth LLC | 24,830 | $1,452 萬 | 2.36% | −274−1.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,791 | $1,449 萬 | 1.43% | +287+1.2% | 加碼 |
| Amica Mutual Insurance Co | 24,776 | $1,449 萬 | 1.40% | −1,633−6.2% | 減碼 |
| Roundview Capital LLC | 24,679 | $1,443 萬 | 1.05% | −106−0.4% | 減碼 |
| Berger Financial Group, Inc | 24,605 | $1,439 萬 | 1.04% | +3,052+14.2% | 加碼 |
| Matrix Asset Advisors Inc | 24,523 | $1,434 萬 | 1.59% | −363−1.5% | 減碼 |
| Brookstone Capital Management | 24,289 | $1,420 萬 | 0.21% | +1,529+6.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 24,146 | $1,412 萬 | 1.56% | +4,926+25.6% | 加碼 |
| Wetherby Asset Management Inc | 24,108 | $1,410 萬 | 0.64% | +60.0% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 24,064 | $1,407 萬 | 0.13% | +3,250+15.6% | 加碼 |
| Core Alternative Capital | 23,965 | $1,401 萬 | 2.71% | +6,489+37.1% | 加碼 |
| Longbow Finance SA | 23,959 | $1,401 萬 | 1.49% | −1,475−5.8% | 減碼 |
| Tocqueville Asset Management L.P. | 23,895 | $1,397 萬 | 0.22% | −778−3.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 23,883 | $1,396 萬 | 1.17% | +2,365+11.0% | 加碼 |
| Integrated Wealth Concepts LLC | 23,828 | $1,393 萬 | 0.17% | +207+0.9% | 加碼 |