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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 1,401 | $70.9 萬 | 0.07% | +6+0.4% | 加碼 |
| Grange Capital, LLC | 1,404 | $71.0 萬 | 0.74% | +1,404 | 新進 |
| Virtue Capital Management, LLC | 1,405 | $71.0 萬 | 0.14% | −232−14.2% | 減碼 |
| Murphy & Mullick Capital Management Corp | 1,406 | $71.1 萬 | 0.66% | +1,406 | 新進 |
| Argus Investors' Counsel, Inc. | 1,408 | $71.2 萬 | 0.48% | −56−3.8% | 減碼 |
| Hoxton Planning & Management, LLC | 1,408 | $71.2 萬 | 0.27% | −104−6.9% | 減碼 |
| Laidlaw Wealth Management LLC | 1,409 | $71.3 萬 | 0.31% | +24+1.7% | 加碼 |
| Ullmann Financial Group, Inc. | 1,415 | $71.6 萬 | 0.09% | +91+6.9% | 加碼 |
| Lake Street Financial LLC | 1,421 | $71.9 萬 | 0.11% | −190−11.8% | 減碼 |
| BridgePort Financial Solutions, LLC | 1,536 | $72.0 萬 | 0.33% | +1,536 | 新進 |
| HTLF Bank | 1,423 | $72.0 萬 | 0.08% | −830−36.8% | 減碼 |
| Northwest Bank & Trust Co | 1,180 | $72.0 萬 | 0.53% | 00.0% | 不變 |
| Sather Financial Group Inc | 1,426 | $72.1 萬 | 0.05% | −149−9.5% | 減碼 |
| TCM Advisors, LLC | – | $72.5 萬 | 0.64% | – | – |
| Permanent Capital Management, LP | 1,442 | $72.9 萬 | 0.23% | +1,442 | 新進 |
| General Partner, Inc. | 1,446 | $73.1 萬 | 0.44% | 00.0% | 不變 |
| Hudson Value Partners, LLC | 1,446 | $73.2 萬 | 0.27% | +377+35.3% | 加碼 |
| Summa Corp. | 1,450 | $73.3 萬 | 0.36% | −47−3.1% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,450 | $73.4 萬 | 0.28% | −58−3.8% | 減碼 |
| FFT Wealth Management LLC | 1,456 | $73.6 萬 | 0.06% | +168+13.0% | 加碼 |
| LaFleur & Godfrey LLC | 1,456 | $73.7 萬 | 0.10% | −2,901−66.6% | 減碼 |
| Stephenson National Bank & Trust | 1,459 | $73.8 萬 | 0.25% | −37−2.5% | 減碼 |
| GKV Capital Management Co., Inc. | 1,460 | $73.9 萬 | 0.30% | +1,460 | 新進 |
| Gerber, LLC | 1,463 | $74.0 萬 | 0.54% | 00.0% | 不變 |
| ODonnell Financial Services, LLC | 1,316 | $74.3 萬 | 0.31% | −120−8.4% | 減碼 |
| Buska Wealth Management, LLC | 1,471 | $74.4 萬 | 0.24% | +156+11.9% | 加碼 |
| Parkside Investments, LLC | 1,477 | $74.7 萬 | 0.11% | +78+5.6% | 加碼 |
| KRS Capital Management, LLC | 1,479 | $74.8 萬 | 0.53% | −109−6.9% | 減碼 |
| Clifford Group, LLC | 1,479 | $74.8 萬 | 0.57% | +10+0.7% | 加碼 |
| Ssi Investment Management LLC | 1,480 | $74.9 萬 | 0.06% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 1,480 | $74.9 萬 | 0.02% | −179−10.8% | 減碼 |
| Permanens Capital L.P. | 1,484 | $75.1 萬 | 0.14% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 1,485 | $75.1 萬 | 0.14% | +39+2.7% | 加碼 |
| CLG LLC | 1,485 | $75.1 萬 | 0.27% | +1,485 | 新進 |
| Marotta Asset Management | 1,492 | $75.3 萬 | 0.16% | 00.0% | 不變 |
| Five Oceans Advisors | 1,489 | $75.3 萬 | 0.35% | −276−15.6% | 減碼 |
| Mosley Wealth Management | 1,400 | $75.3 萬 | 0.47% | +121+9.5% | 加碼 |
| Antonelli Financial Advisors, LLC | 1,491 | $75.4 萬 | 0.64% | +1,491 | 新進 |
| Arvest Bank Trust Division | 1,493 | $75.5 萬 | 0.05% | −480−24.3% | 減碼 |
| Sonata Capital Group Inc | 1,497 | $75.7 萬 | 0.31% | 00.0% | 不變 |
| Shay Capital LLC | 1,500 | $75.9 萬 | 0.19% | +1,500 | 新進 |
| Board of the Pension Protection Fund | 1,500 | $75.9 萬 | 0.88% | +1,500 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $75.9 萬 | 0.34% | −1,000−40.0% | 減碼 |
| Farmers Trust Co | 1,504 | $76.1 萬 | 0.14% | −48−3.1% | 減碼 |
| Fortitude Advisory Group L.L.C. | 1,514 | $76.6 萬 | 0.46% | −97−6.0% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,515 | $76.6 萬 | 0.12% | +146+10.7% | 加碼 |
| Cyr Financial Inc. | 1,515 | $76.6 萬 | 0.70% | +151+11.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,517 | $76.7 萬 | 0.06% | −225−12.9% | 減碼 |
| AllSquare Wealth Management LLC | 1,517 | $76.7 萬 | 0.44% | +15+1.0% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,522 | $77.0 萬 | 0.03% | +1+0.1% | 加碼 |
| Quantum Financial Advisors, LLC | 1,522 | $77.0 萬 | 0.12% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 1,525 | $77.1 萬 | 0.15% | +80+5.5% | 加碼 |
| Jeppson Wealth Management, LLC | 1,525 | $77.2 萬 | 0.28% | −20−1.3% | 減碼 |
| Mindset Wealth Management, LLC | 1,527 | $77.2 萬 | 0.28% | −176−10.3% | 減碼 |
| Clarity Financial LLC | 1,530 | $77.4 萬 | 0.09% | −433−22.1% | 減碼 |
| Latitude Advisors, LLC | 1,536 | $77.7 萬 | 0.44% | −142−8.5% | 減碼 |
| Jacobsen Capital Management | 1,537 | $77.8 萬 | 0.33% | +30+2.0% | 加碼 |
| Reuter James Wealth Management, LLC | 1,546 | $78.2 萬 | 0.14% | −244−13.6% | 減碼 |
| RFP Financial Group LLC | 1,547 | $78.3 萬 | 0.30% | −25−1.6% | 減碼 |
| Womack Financial LLC | 1,549 | $78.4 萬 | 0.70% | +1,549 | 新進 |
| West Coast Financial LLC | 1,560 | $78.9 萬 | 0.09% | −1,021−39.6% | 減碼 |
| West Paces Advisors Inc. | 1,564 | $79.1 萬 | 0.19% | −81−4.9% | 減碼 |
| Gilbert & Cook, Inc. | 1,564 | $79.1 萬 | 0.11% | +9+0.6% | 加碼 |
| Mitchell Sinkler & Starr | 1,567 | $79.3 萬 | 0.21% | +30+2.0% | 加碼 |
| City State Bank | 1,569 | $79.4 萬 | 0.28% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,569 | $79.4 萬 | 0.07% | −2,349−60.0% | 減碼 |
| Verum Partners LLC | 1,570 | $79.4 萬 | 0.23% | −5−0.3% | 減碼 |
| Pointe Capital Management LLC | 1,573 | $79.6 萬 | 0.46% | +11+0.7% | 加碼 |
| Operose Advisors LLC | 1,573 | $79.6 萬 | 0.27% | +447+39.7% | 加碼 |
| Gardner Lewis Asset Management L P | 1,575 | $79.7 萬 | 0.20% | +1,575 | 新進 |
| Claris Advisors, LLC | 1,582 | $80.0 萬 | 0.30% | +128+8.8% | 加碼 |
| Seven Mile Advisory | 1,583 | $80.1 萬 | 0.51% | −294−15.7% | 減碼 |
| Clear Creek Financial Management, LLC | 1,584 | $80.2 萬 | 0.09% | +40+2.6% | 加碼 |
| Fortress Wealth Group, LLC | 1,465 | $80.3 萬 | 0.39% | +18+1.2% | 加碼 |
| Navellier & Associates Inc | 1,588 | $80.3 萬 | 0.10% | +5+0.3% | 加碼 |
| BG Investment Services, Inc. | 1,588 | $80.4 萬 | 0.81% | +1,588 | 新進 |
| Jain Global LLC | 1,594 | $80.6 萬 | 0.02% | +1,594 | 新進 |
| RiverGlades Family Offices LLC | 1,600 | $80.9 萬 | 0.58% | 00.0% | 不變 |
| EHP Funds Inc. | 1,600 | $80.9 萬 | 0.84% | +700+77.8% | 加碼 |
| First Affirmative Financial Network | 1,603 | $81.1 萬 | 0.47% | −38−2.3% | 減碼 |
| Corundum Trust Company, INC | 1,604 | $81.1 萬 | 2.44% | −18−1.1% | 減碼 |
| Integrated Investment Consultants, LLC | 1,605 | $81.2 萬 | 0.17% | +8+0.5% | 加碼 |
| Axis Wealth Partners, LLC | 1,608 | $81.4 萬 | 0.69% | +1,608 | 新進 |
| Medallion Wealth Advisors, LLC | 1,590 | $81.4 萬 | 0.40% | +1,590 | 新進 |
| Private Wealth Partners, LLC | 1,610 | $81.4 萬 | 0.06% | −837−34.2% | 減碼 |
| Blalock Williams, LLC | 1,611 | $81.5 萬 | 0.95% | +1,611 | 新進 |
| Facet Wealth, Inc. | 1,547 | $81.5 萬 | 0.02% | +507+48.8% | 加碼 |
| Full Sail Capital, LLC | 1,612 | $81.5 萬 | 0.05% | +33+2.1% | 加碼 |
| Lavaca Capital LLC | 1,620 | $81.9 萬 | 0.36% | +61+3.9% | 加碼 |
| Principal Street Partners, LLC | 1,624 | $82.2 萬 | 0.16% | −1,293−44.3% | 減碼 |
| First National Bank Sioux Falls | 1,625 | $82.2 萬 | 0.35% | 00.0% | 不變 |
| Intellus Advisors LLC | 1,628 | $82.4 萬 | 0.14% | +1,628 | 新進 |
| Agate Pass Investment Management, LLC | 1,629 | $82.4 萬 | 0.37% | +125+8.3% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 1,632 | $82.6 萬 | 0.70% | +1,632 | 新進 |
| Cape Investment Advisory, Inc. | 1,633 | $82.6 萬 | 0.32% | −30−1.8% | 減碼 |
| IVC Wealth Advisors LLC | 1,635 | $82.7 萬 | 0.46% | −252−13.4% | 減碼 |
| Proffitt & Goodson Inc | 1,635 | $82.7 萬 | 0.14% | +11+0.7% | 加碼 |
| Summit Wealth Group, LLC | 1,639 | $82.9 萬 | 0.24% | −111−6.3% | 減碼 |
| Root Financial Partners, LLC | 1,640 | $82.9 萬 | 0.10% | +122+8.0% | 加碼 |
| Delta Financial Group, Inc. | 1,640 | $83.0 萬 | 0.19% | −10−0.6% | 減碼 |