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 |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 23,777 | $1,390 萬 | 1.59% | −1,674−6.6% | 減碼 |
| Principal Securities, Inc. | 23,726 | $1,387 萬 | 0.34% | +1,933+8.9% | 加碼 |
| Abner Herrman & Brock LLC | 23,675 | $1,384 萬 | 1.67% | −101−0.4% | 減碼 |
| Summit Financial, LLC | 23,528 | $1,376 萬 | 0.54% | −1,016−4.1% | 減碼 |
| North Star Asset Management Inc | 23,424 | $1,370 萬 | 0.61% | +671+2.9% | 加碼 |
| Anchor Investment Management, LLC | 23,310 | $1,363 萬 | 1.29% | +1,128+5.1% | 加碼 |
| Plato Investment Management Ltd | 23,266 | $1,359 萬 | 1.10% | +1,070+4.8% | 加碼 |
| Miramar Capital, LLC | 23,227 | $1,358 萬 | 3.17% | −98−0.4% | 減碼 |
| Logan Capital Management Inc | 23,220 | $1,358 萬 | 0.56% | −978−4.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 23,189 | $1,356 萬 | 0.20% | −1,054−4.3% | 減碼 |
| High Note Wealth, LLC | 23,173 | $1,355 萬 | 3.87% | +89+0.4% | 加碼 |
| Princeton Global Asset Management LLC | 23,168 | $1,355 萬 | 2.63% | +708+3.2% | 加碼 |
| Sonora Investment Management Group, LLC | 23,113 | $1,351 萬 | 1.00% | +736+3.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 22,998 | $1,345 萬 | 0.86% | −3,512−13.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 22,998 | $1,345 萬 | 0.24% | −1,132−4.7% | 減碼 |
| Greenleaf Trust | 22,981 | $1,344 萬 | 0.12% | +539+2.4% | 加碼 |
| Robeco Schweiz AG | 22,971 | $1,343 萬 | 0.25% | 00.0% | 不變 |
| L1 Capital International Pty Ltd | 22,824 | $1,331 萬 | 4.26% | −8,778−27.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 22,760 | $1,331 萬 | 1.14% | +279+1.2% | 加碼 |
| Capital Investment Advisors, LLC | 22,714 | $1,328 萬 | 0.27% | +1,759+8.4% | 加碼 |
| Haverford Financial Services, Inc. | 22,707 | $1,328 萬 | 3.80% | −2,827−11.1% | 減碼 |
| Cozad Asset Management Inc | 22,628 | $1,323 萬 | 1.26% | +907+4.2% | 加碼 |
| Grimes & Company, Inc. | 22,589 | $1,321 萬 | 0.36% | −4,658−17.1% | 減碼 |
| Churchill Management Corp | 22,543 | $1,318 萬 | 0.15% | −343−1.5% | 減碼 |
| Advisory Research Inc | 22,534 | $1,318 萬 | 2.34% | −651−2.8% | 減碼 |
| Smithbridge Asset Management Inc | 22,429 | $1,311 萬 | 2.26% | +880+4.1% | 加碼 |
| WoodTrust Financial Corp | 22,411 | $1,310 萬 | 1.86% | +735+3.4% | 加碼 |
| Iyo Bank, Ltd. | 22,410 | $1,310 萬 | 4.65% | +1,020+4.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 22,339 | $1,306 萬 | 0.39% | −3,231−12.6% | 減碼 |
| CAPROCK Group, Inc. | 22,294 | $1,304 萬 | 0.47% | +1,288+6.1% | 加碼 |
| Quadrature Capital Ltd | 22,210 | $1,299 萬 | 0.29% | −39,241−63.9% | 減碼 |
| Leavell Investment Management, Inc. | 22,206 | $1,298 萬 | 0.65% | −811−3.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 21,999 | $1,286 萬 | 0.38% | +920+4.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 21,897 | $1,280 萬 | 0.93% | −4,119−15.8% | 減碼 |
| Dividend Assets Capital, LLC | 21,783 | $1,274 萬 | 2.44% | +122+0.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,754 | $1,272 萬 | 0.53% | −264−1.2% | 減碼 |
| Ascent Group, LLC | 21,746 | $1,271 萬 | 0.96% | −250−1.1% | 減碼 |
| Signaturefd, LLC | 21,696 | $1,269 萬 | 0.24% | +1,293+6.3% | 加碼 |
| Atom Investors LP | 21,676 | $1,267 萬 | 1.33% | +21,259+5,098.1% | 加碼 |
| GDS Wealth Management | 21,539 | $1,259 萬 | 1.23% | +1,761+8.9% | 加碼 |
| Broderick Brian C | 21,497 | $1,257 萬 | 2.46% | +100+0.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,469 | $1,255 萬 | 2.14% | −620−2.8% | 減碼 |
| Scholtz & Company, LLC | 21,381 | $1,250 萬 | 5.90% | −7,276−25.4% | 減碼 |
| Mission Wealth Management, LP | 21,148 | $1,237 萬 | 0.31% | −745−3.4% | 減碼 |
| Hilltop Holdings Inc. | 21,069 | $1,232 萬 | 0.80% | +14,163+205.1% | 加碼 |
| Richard Bernstein Advisors LLC | 21,062 | $1,231 萬 | 0.26% | −1,432−6.4% | 減碼 |
| Savant Capital, LLC | 20,956 | $1,225 萬 | 0.10% | +4,904+30.6% | 加碼 |
| Running Oak Capital LLC | 20,926 | $1,224 萬 | 1.66% | −972−4.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 20,921 | $1,223 萬 | 0.84% | −1,369−6.1% | 減碼 |
| Woodmont Investment Counsel LLC | 20,892 | $1,222 萬 | 0.92% | −922−4.2% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 20,550 | $1,202 萬 | 0.84% | +20,086+4,328.9% | 加碼 |
| Owl Creek Asset Management, L.P. | 20,484 | $1,198 萬 | 1.75% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 20,480 | $1,197 萬 | 0.41% | +758+3.8% | 加碼 |
| Americana Partners, LLC | 20,377 | $1,191 萬 | 0.81% | +1,984+10.8% | 加碼 |
| Veriti Management LLC | 20,374 | $1,191 萬 | 0.64% | +3,196+18.6% | 加碼 |
| Simplify Asset Management Inc. | 20,372 | $1,191 萬 | 0.82% | +6,772+49.8% | 加碼 |
| NBT Bank N A | 20,362 | $1,191 萬 | 0.80% | −667−3.2% | 減碼 |
| TCTC Holdings, LLC | 20,320 | $1,188 萬 | 0.40% | +18+0.1% | 加碼 |
| Evoke Wealth, LLC | 20,244 | $1,184 萬 | 0.32% | +20,244 | 新進 |
| Earnest Partners LLC | 20,221 | $1,182 萬 | 0.05% | −80.0% | 減碼 |
| Greenwich Wealth Management LLC | 20,197 | $1,181 萬 | 0.80% | −88−0.4% | 減碼 |
| Eldred Rock Partners, LLC | 20,149 | $1,178 萬 | 3.94% | +843+4.4% | 加碼 |
| Toth Financial Advisory Corp | 20,001 | $1,169 萬 | 1.38% | −90.0% | 減碼 |
| Mutual Advisors, LLC | 20,835 | $1,168 萬 | 0.34% | +1,346+6.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,891 | $1,163 萬 | 0.17% | +80.0% | 加碼 |
| AIA Group Ltd | 19,877 | $1,162 萬 | 0.30% | +3,476+21.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 19,872 | $1,162 萬 | 0.83% | +4,770+31.6% | 加碼 |
| Wedbush Securities Inc | 19,747 | $1,155 萬 | 0.43% | −5,032−20.3% | 減碼 |
| Bourgeon Capital Management LLC | 19,711 | $1,152 萬 | 2.22% | +14,316+265.4% | 加碼 |
| Stokes Capital Advisors, LLC | 19,490 | $1,140 萬 | 2.92% | −226−1.1% | 減碼 |
| Johnson Financial Group, Inc. | 19,461 | $1,138 萬 | 0.52% | −735−3.6% | 減碼 |
| Pictet North America Advisors SA | 19,385 | $1,133 萬 | 1.12% | −971−4.8% | 減碼 |
| Fulcrum Capital LLC | 19,359 | $1,132 萬 | 2.47% | +63+0.3% | 加碼 |
| TD Private Client Wealth LLC | 19,344 | $1,131 萬 | 0.33% | −883−4.4% | 減碼 |
| Ascent Wealth Partners, LLC | 19,343 | $1,131 萬 | 1.58% | −117−0.6% | 減碼 |
| Pallas Capital Advisors LLC | 20,154 | $1,130 萬 | 0.48% | −596−2.9% | 減碼 |
| Tran Capital Management, L.P. | 19,300 | $1,128 萬 | 1.22% | −169−0.9% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 19,286 | $1,128 萬 | 0.68% | +490+2.6% | 加碼 |
| Mirabaud & Cie SA | 19,207 | $1,123 萬 | 3.26% | +9,191+91.8% | 加碼 |
| Global Retirement Partners, LLC | 19,050 | $1,114 萬 | 0.34% | +234+1.2% | 加碼 |
| James Investment Research Inc | 18,967 | $1,109 萬 | 1.28% | −374−1.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 18,963 | $1,109 萬 | 0.76% | +930+5.2% | 加碼 |
| Guardian Capital Advisors LP | 19,008 | $1,109 萬 | 1.09% | +766+4.2% | 加碼 |
| Profund Advisors LLC | 18,946 | $1,108 萬 | 0.42% | +492+2.7% | 加碼 |
| Mattern Capital Management, LLC | 18,942 | $1,108 萬 | 1.39% | −65−0.3% | 減碼 |
| Prospera Financial Services Inc | 18,926 | $1,107 萬 | 0.28% | +399+2.2% | 加碼 |
| EFG Asset Management (Americas) Corp. | 18,785 | $1,098 萬 | 2.15% | −392−2.0% | 減碼 |
| Caldwell Trust Co | 18,772 | $1,098 萬 | 1.15% | −622−3.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 18,769 | $1,097 萬 | 2.15% | −2,710−12.6% | 減碼 |
| LGT Group Foundation | 18,462 | $1,094 萬 | 0.18% | −567−3.0% | 減碼 |
| Motco | 18,677 | $1,092 萬 | 1.09% | −989−5.0% | 減碼 |
| Bank of Nova Scotia Trust Co | 18,676 | $1,092 萬 | 1.11% | +968+5.5% | 加碼 |
| Strong Tower Advisory Services | 18,580 | $1,086 萬 | 3.03% | −2,393−11.4% | 減碼 |
| Wedge Capital Management L L P | 18,558 | $1,085 萬 | 0.19% | −2,590−12.2% | 減碼 |
| Forbes J M & Co LLP | 18,551 | $1,085 萬 | 1.06% | −359−1.9% | 減碼 |
| Jupiter Asset Management Ltd | 18,543 | $1,084 萬 | 0.10% | −295−1.6% | 減碼 |
| Ritholtz Wealth Management | 18,391 | $1,075 萬 | 0.32% | +5,339+40.9% | 加碼 |
| Icon Wealth Advisors, LLC | 18,333 | $1,072 萬 | 0.89% | −213−1.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 18,333 | $1,072 萬 | 0.32% | +595+3.4% | 加碼 |
| Soltis Investment Advisors LLC | 18,296 | $1,070 萬 | 1.05% | −624−3.3% | 減碼 |