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 4 季 13F 持有人
UnitedHealth Group Inc 在 2024/12/31 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
- 3,684
- 較 2024 年第 3 季 +274 家
- 持有股數
- 8.10 億
- 較 2024 年第 3 季 −241.0 萬 (−0.3%)
- 總市值
- $4,095 億
- 較 2024 年第 3 季 −$623.2 億 (−13.2%)
- 新進機構
- 465
- 另有 1,386 家加碼
- 清倉機構
- 191
- 另有 1,493 家減碼
另有 66 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NavPoint Financial, Inc. | 1,215 | $61.5 萬 | 0.49% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 1,215 | $61.5 萬 | 0.33% | +361+42.3% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,220 | $61.7 萬 | 0.16% | −40−3.2% | 減碼 |
| Canvas Wealth Advisors, LLC | 1,221 | $61.8 萬 | 0.16% | +3+0.2% | 加碼 |
| Aspen Grove Capital, LLC | 1,222 | $61.8 萬 | 0.13% | −107−8.1% | 減碼 |
| Midwest Financial Group LLC | 1,223 | $61.9 萬 | 0.36% | −28−2.2% | 減碼 |
| Waters Parkerson & Co., LLC | 1,226 | $62.0 萬 | 0.03% | +126+11.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 1,209 | $62.0 萬 | 0.25% | −256−17.5% | 減碼 |
| Auxano Advisors, LLC | 1,228 | $62.1 萬 | 0.16% | +39+3.3% | 加碼 |
| Quadrant Private Wealth Management, LLC | 1,232 | $62.3 萬 | 0.15% | −26−2.1% | 減碼 |
| Monterey Private Wealth, Inc. | 1,233 | $62.4 萬 | 0.21% | +182+17.3% | 加碼 |
| Whipplewood Advisors, LLC | 1,236 | $62.5 萬 | 0.36% | +1,236 | 新進 |
| TFB Advisors LLC | 1,239 | $62.7 萬 | 0.18% | +18+1.5% | 加碼 |
| First Heartland Consultants, Inc. | 1,240 | $62.7 萬 | 0.06% | +74+6.3% | 加碼 |
| Consolidated Portfolio Review Corp | 1,245 | $63.0 萬 | 0.10% | −167−11.8% | 減碼 |
| Bolthouse Investments, LLC | 1,247 | $63.1 萬 | 0.58% | +1,247 | 新進 |
| Avory & Company, LLC | 1,249 | $63.2 萬 | 0.35% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 1,250 | $63.2 萬 | 0.06% | +309+32.8% | 加碼 |
| Atlas Brown,Inc. | 1,251 | $63.3 萬 | 0.22% | +4+0.3% | 加碼 |
| Crescent Grove Advisors, LLC | 1,251 | $63.3 萬 | 0.06% | +65+5.5% | 加碼 |
| Arcataur Capital Management LLC | 1,252 | $63.3 萬 | 0.21% | +155+14.1% | 加碼 |
| 49 Wealth Management, LLC | 1,253 | $63.4 萬 | 0.09% | +94+8.1% | 加碼 |
| Code Waechter LLC | 1,253 | $63.4 萬 | 0.55% | −26−2.0% | 減碼 |
| NFP Retirement, Inc. | 1,254 | $63.4 萬 | 0.05% | −63−4.8% | 減碼 |
| Veracity Capital LLC | 1,258 | $63.6 萬 | 0.23% | +88+7.5% | 加碼 |
| Washington Trust Co | 1,263 | $63.9 萬 | 0.02% | −131−9.4% | 減碼 |
| HF Advisory Group, LLC | 1,263 | $63.9 萬 | 0.29% | +64+5.3% | 加碼 |
| Lakeshore Capital Group, Inc. | 1,265 | $64.0 萬 | 0.97% | +1,265 | 新進 |
| Prairiewood Capital, LLC | 1,266 | $64.0 萬 | 0.27% | 00.0% | 不變 |
| DDFG, Inc | 1,268 | $64.1 萬 | 0.19% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,269 | $64.2 萬 | 0.12% | −6−0.5% | 減碼 |
| Penobscot Wealth Management | 1,269 | $64.2 萬 | 0.30% | +35+2.8% | 加碼 |
| Black Diamond Financial, LLC | 1,272 | $64.3 萬 | 0.10% | +51+4.2% | 加碼 |
| PKS Advisory Services, LLC | 1,274 | $64.5 萬 | 0.18% | +1,274 | 新進 |
| Carroll Investors, Inc | 1,273 | $64.6 萬 | 0.36% | +809+174.4% | 加碼 |
| BCK Partners, Inc. | 1,285 | $65.0 萬 | 0.40% | −11−0.8% | 減碼 |
| Wealth Group, Ltd. | 1,286 | $65.1 萬 | 0.42% | +17+1.3% | 加碼 |
| Altiora Financial Group, LLC | 1,288 | $65.2 萬 | 0.14% | 00.0% | 不變 |
| VeraBank, N.A. | 1,291 | $65.3 萬 | 0.18% | −8−0.6% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 1,292 | $65.4 萬 | 0.07% | −8−0.6% | 減碼 |
| Twin City Private Wealth, LLC | 1,293 | $65.4 萬 | 0.58% | +25+2.0% | 加碼 |
| One + One Wealth Management, LLC | 1,295 | $65.5 萬 | 0.38% | 00.0% | 不變 |
| InTrack Investment Management Inc | 1,205 | $65.5 萬 | 0.46% | −1,118−48.1% | 減碼 |
| Wellspring Financial Advisors, LLC | 1,295 | $65.5 萬 | 0.07% | −124−8.7% | 減碼 |
| Leo Wealth, LLC | 1,296 | $65.5 萬 | 0.06% | −371−22.3% | 減碼 |
| Core Wealth Partners LLC | 1,296 | $65.6 萬 | 0.38% | −349−21.2% | 減碼 |
| Onyx Bridge Wealth Group LLC | 1,298 | $65.7 萬 | 0.09% | −188−12.7% | 減碼 |
| First Western Trust Bank | 1,300 | $65.8 萬 | 0.03% | +18+1.4% | 加碼 |
| Novak & Powell Financial Services, Inc. | 1,301 | $65.8 萬 | 0.39% | +5+0.4% | 加碼 |
| Winthrop Advisory Group LLC | 1,301 | $65.8 萬 | 0.08% | +31+2.4% | 加碼 |
| Blueprint Investment Partners LLC | 1,302 | $65.9 萬 | 0.10% | −1,756−57.4% | 減碼 |
| Resurgent Financial Advisors LLC | 1,304 | $66.0 萬 | 0.39% | −67−4.9% | 減碼 |
| 44 Wealth Management LLC | 1,309 | $66.2 萬 | 0.25% | +21+1.6% | 加碼 |
| Y.D. More Investments Ltd | 1,312 | $66.3 萬 | 0.06% | −1,796−57.8% | 減碼 |
| Aspetuck Financial Management LLC | 1,314 | $66.5 萬 | 0.52% | +1,314 | 新進 |
| Lewis Asset Management, LLC | 1,318 | $66.6 萬 | 0.51% | +142+12.1% | 加碼 |
| Rosenberg Matthew Hamilton | 1,320 | $66.8 萬 | 0.17% | +442+50.3% | 加碼 |
| Aviso Wealth Management | 1,328 | $67.2 萬 | 0.34% | +494+59.2% | 加碼 |
| Thomasville National Bank | 1,330 | $67.3 萬 | 0.05% | −2−0.2% | 減碼 |
| Grant Private Wealth Management Inc | 1,331 | $67.3 萬 | 0.73% | +1,331 | 新進 |
| Aprio Wealth Management, LLC | 1,337 | $67.6 萬 | 0.10% | +183+15.9% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 1,339 | $67.8 萬 | 0.22% | +198+17.4% | 加碼 |
| Bouchey Financial Group Ltd | 1,342 | $67.9 萬 | 0.06% | −132−9.0% | 減碼 |
| Kraft, Davis & Associates, LLC | 1,277 | $67.9 萬 | 0.19% | +9+0.7% | 加碼 |
| Arcus Capital Partners, LLC | 1,373 | $67.9 萬 | 0.21% | −165−10.7% | 減碼 |
| Copley Financial Group, Inc. | 1,349 | $68.2 萬 | 0.52% | +4+0.3% | 加碼 |
| Birinyi Associates Inc | 1,350 | $68.3 萬 | 0.19% | 00.0% | 不變 |
| Disciplined Investors, L.L.C. | 1,263 | $68.4 萬 | 0.66% | +1,263 | 新進 |
| Brown, Lisle/Cummings, Inc. | 1,352 | $68.4 萬 | 0.20% | +17+1.3% | 加碼 |
| Panoramic Capital Partners, LLC | 1,353 | $68.4 萬 | 0.60% | +1,353 | 新進 |
| New Century Financial Group, LLC | 1,335 | $68.5 萬 | 0.29% | −522−28.1% | 減碼 |
| Washington Capital Management Inc | 1,355 | $68.5 萬 | 0.54% | −15−1.1% | 減碼 |
| Townsend Asset Management Corp | 1,358 | $68.7 萬 | 0.25% | −15−1.1% | 減碼 |
| Renaissance Group LLC | 1,360 | $68.8 萬 | 0.03% | 00.0% | 不變 |
| Fermata Advisors, LLC | 1,360 | $68.8 萬 | 0.13% | +755+124.8% | 加碼 |
| Ignite Planners, LLC | 1,343 | $68.9 萬 | 0.15% | −10−0.7% | 減碼 |
| Cahaba Wealth Management, Inc. | 1,364 | $69.0 萬 | 0.06% | +6+0.4% | 加碼 |
| Kavar Capital Partners Group, LLC | 1,364 | $69.0 萬 | 0.12% | 00.0% | 不變 |
| Summit Financial Strategies, Inc. | 1,365 | $69.0 萬 | 0.08% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,365 | $69.1 萬 | 0.12% | +86+6.7% | 加碼 |
| PrairieView Partners, LLC | 1,367 | $69.1 萬 | 0.07% | −38−2.7% | 減碼 |
| Sanders Morris Harris LLC | 1,367 | $69.2 萬 | 0.10% | +4+0.3% | 加碼 |
| Jamison Private Wealth Management, Inc. | 1,371 | $69.3 萬 | 0.10% | +146+11.9% | 加碼 |
| Whalen Wealth Management Inc. | 1,372 | $69.4 萬 | 0.48% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 1,375 | $69.5 萬 | 0.12% | −219−13.7% | 減碼 |
| Redwood Investment Management, LLC | 1,376 | $69.6 萬 | 0.07% | +581+73.1% | 加碼 |
| Versant Capital Management, Inc | 1,376 | $69.6 萬 | 0.15% | +365+36.1% | 加碼 |
| Talon Private Wealth, LLC | 1,377 | $69.7 萬 | 0.15% | +1,210+724.6% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 1,380 | $69.8 萬 | 1.59% | −882−39.0% | 減碼 |
| Howard Bailey Securities, LLC | 1,381 | $69.9 萬 | 0.26% | −31−2.2% | 減碼 |
| American State Bank (Iowa) | 1,381 | $69.9 萬 | 0.42% | +16+1.2% | 加碼 |
| Strait & Sound Wealth Management LLC | 1,381 | $69.9 萬 | 0.32% | +65+4.9% | 加碼 |
| First Bank & Trust | 1,383 | $70.0 萬 | 0.13% | +120+9.5% | 加碼 |
| Impax Asset Management Group plc | 1,383 | $70.0 萬 | 0.00% | +1,383 | 新進 |
| Centerpoint Advisors, LLC | 1,388 | $70.2 萬 | 0.25% | −295−17.5% | 減碼 |
| Invst, LLC | 1,389 | $70.3 萬 | 0.09% | −96−6.5% | 減碼 |
| Maridea Wealth Management LLC | 1,392 | $70.4 萬 | 0.23% | +1,392 | 新進 |
| Coign Capital Advisors LLC | 1,393 | $70.5 萬 | 0.65% | +1,393 | 新進 |
| Wealth Management Associates, Inc. | 1,395 | $70.5 萬 | 0.30% | +139+11.1% | 加碼 |
| Kanawha Capital Management LLC | 1,401 | $70.9 萬 | 0.06% | −69−4.7% | 減碼 |