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 |
|---|---|---|---|---|---|
| Droms Strauss Advisors Inc | 1,645 | $83.2 萬 | 0.27% | −82−4.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 1,647 | $83.3 萬 | 0.13% | +51+3.2% | 加碼 |
| Main Street Financial Solutions, LLC | 1,648 | $83.4 萬 | 0.08% | −507−23.5% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 1,650 | $83.5 萬 | 0.57% | −400−19.5% | 減碼 |
| Foundation Wealth Management, LLC | 1,651 | $83.5 萬 | 0.40% | +1,651 | 新進 |
| Phoenix Wealth Advisors | 1,652 | $83.6 萬 | 0.36% | −2,630−61.4% | 減碼 |
| Baldwin Brothers Inc | 1,654 | $83.7 萬 | 0.06% | −288−14.8% | 減碼 |
| Twelve Points Wealth Management LLC | 1,655 | $83.7 萬 | 0.24% | +407+32.6% | 加碼 |
| DB Fitzpatrick & Co, Inc | 1,658 | $83.9 萬 | 0.77% | +1,658 | 新進 |
| Heron Bay Capital Management | 1,659 | $83.9 萬 | 0.18% | −35−2.1% | 減碼 |
| Proathlete Wealth Management LLC | 1,662 | $84.1 萬 | 0.32% | +4+0.2% | 加碼 |
| Cypress Capital, LLC | 1,662 | $84.1 萬 | 0.24% | −86−4.9% | 減碼 |
| Texas Capital Bancshares Inc | 1,664 | $84.2 萬 | 0.34% | +4+0.2% | 加碼 |
| Northwest Bancshares, Inc. | 1,669 | $84.4 萬 | 0.16% | −50−2.9% | 減碼 |
| Inspire Advisors, LLC | 1,671 | $84.5 萬 | 0.10% | −8−0.5% | 減碼 |
| Eagle Wealth Strategies LLC | 1,671 | $84.5 萬 | 0.61% | −1−0.1% | 減碼 |
| MV Capital Management, Inc. | 1,672 | $84.6 萬 | 0.09% | −57−3.3% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $84.6 萬 | 0.11% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 1,674 | $84.7 萬 | 0.32% | +57+3.5% | 加碼 |
| LS Investment Advisors, LLC | 1,675 | $84.7 萬 | 0.12% | +15+0.9% | 加碼 |
| Peoples Bank | 1,677 | $84.8 萬 | 0.59% | −5−0.3% | 減碼 |
| Atlas Private Wealth Advisors | 1,680 | $84.9 萬 | 0.12% | −45−2.6% | 減碼 |
| Summit Wealth Partners, LLC | 1,684 | $85.2 萬 | 0.17% | +209+14.2% | 加碼 |
| Novem Group | 1,689 | $85.4 萬 | 0.13% | +1,689 | 新進 |
| 1st Source Bank | 1,691 | $85.5 萬 | 0.05% | +4+0.2% | 加碼 |
| Gould Asset Management LLC | 1,693 | $85.6 萬 | 0.18% | +45+2.7% | 加碼 |
| Aire Advisors, LLC | 1,694 | $85.7 萬 | 0.18% | +5+0.3% | 加碼 |
| Fjell Capital, LLC | 1,694 | $85.7 萬 | 0.89% | +1,694 | 新進 |
| Buttonwood Financial Advisors Inc. | 1,695 | $85.8 萬 | 0.38% | −71−4.0% | 減碼 |
| Floyd Financial Group LLC | 1,650 | $85.9 萬 | 0.71% | +1,650 | 新進 |
| Detalus Advisors, LLC | 1,702 | $86.1 萬 | 0.28% | +29+1.7% | 加碼 |
| Paladin Advisory Group, LLC | 1,710 | $86.5 萬 | 0.66% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 1,710 | $86.5 萬 | 0.37% | −1,402−45.1% | 減碼 |
| Aveo Capital Partners, LLC | 1,712 | $86.6 萬 | 0.09% | −356−17.2% | 減碼 |
| Davies Financial Advisors, Inc. | 1,714 | $86.7 萬 | 0.74% | −198−10.4% | 減碼 |
| Golden State Wealth Management, LLC | 1,714 | $86.7 萬 | 0.13% | +1,714 | 新進 |
| Valtinson Bruner Financial Planning LLC | 1,727 | $87.4 萬 | 0.31% | −107−5.8% | 減碼 |
| Sunflower Bank, N.A. | 1,743 | $88.2 萬 | 0.25% | +156+9.8% | 加碼 |
| Bank Hapoalim BM | 1,743 | $88.2 萬 | 0.14% | −1,275−42.2% | 減碼 |
| Rational Advisors LLC | 1,744 | $88.2 萬 | 0.09% | +1,744 | 新進 |
| Challenger Wealth Management | 1,746 | $88.3 萬 | 0.76% | +1,746 | 新進 |
| Hamilton Point Investment Advisors, LLC | 1,747 | $88.4 萬 | 0.16% | +1,335+324.0% | 加碼 |
| Chiron Investment Management, LLC | 1,749 | $88.5 萬 | 0.29% | +1,749 | 新進 |
| Doliver Advisors, LP | 1,751 | $88.6 萬 | 0.25% | −1,337−43.3% | 減碼 |
| Broadwater Capital Management LLC | 1,754 | $88.7 萬 | 0.68% | 00.0% | 不變 |
| Sterling Investment Counsel, LLC | 1,755 | $88.8 萬 | 0.59% | −1,953−52.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 1,756 | $88.8 萬 | 0.08% | +134+8.3% | 加碼 |
| Invenio Wealth Partners LLC | 1,757 | $88.9 萬 | 0.37% | +129+7.9% | 加碼 |
| True North Advisors, LLC | 1,760 | $89.0 萬 | 0.21% | +622+54.7% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 1,760 | $89.0 萬 | 0.38% | +1,157+191.9% | 加碼 |
| Presidio Capital Management, LLC | 1,763 | $89.2 萬 | 0.48% | +3+0.2% | 加碼 |
| Heritage Wealth Partners, LLC | 1,766 | $89.3 萬 | 1.12% | −7−0.4% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,772 | $89.4 萬 | 0.54% | +77+4.5% | 加碼 |
| Asset Management Group, Inc. | 1,767 | $89.4 萬 | 0.16% | +5+0.3% | 加碼 |
| Resolute Wealth Strategies, LLC | 1,769 | $89.5 萬 | 0.46% | −44−2.4% | 減碼 |
| Fort Point Capital Partners LLC | 1,770 | $89.5 萬 | 0.10% | −13−0.7% | 減碼 |
| Callan Capital, LLC | 1,770 | $89.5 萬 | 0.07% | −542−23.4% | 減碼 |
| Synergy Investment Management, LLC | 1,771 | $89.6 萬 | 0.39% | +1,771 | 新進 |
| Aspen Wealth Strategies, LLC | 1,775 | $89.8 萬 | 0.57% | +25+1.4% | 加碼 |
| Saturna Capital CORP | 1,776 | $89.8 萬 | 0.01% | +170+10.6% | 加碼 |
| Wealth Group Ltd | 1,777 | $89.9 萬 | 0.26% | 00.0% | 不變 |
| Tudor Financial Inc. | 1,777 | $89.9 萬 | 0.53% | +237+15.4% | 加碼 |
| Bingham Private Wealth, LLC | 1,779 | $90.0 萬 | 0.96% | +1,779 | 新進 |
| Decker Retirement Planning Inc. | 1,784 | $90.2 萬 | 0.52% | +1,784 | 新進 |
| Greenwood Gearhart Inc | 1,787 | $90.4 萬 | 0.06% | +846+89.9% | 加碼 |
| FRG Family Wealth Advisors LLC | 1,787 | $90.4 萬 | 0.16% | 00.0% | 不變 |
| Monument Capital Management | 1,788 | $90.4 萬 | 0.25% | −513−22.3% | 減碼 |
| Pines Wealth Management, LLC | 1,739 | $90.6 萬 | 0.39% | +1,739 | 新進 |
| Gries Financial LLC | 1,791 | $90.6 萬 | 0.16% | +172+10.6% | 加碼 |
| Severin Investments, LLC | 1,794 | $90.8 萬 | 0.90% | +1,794 | 新進 |
| EdgeRock Capital LLC | 1,795 | $90.8 萬 | 0.60% | −41−2.2% | 減碼 |
| Thrive Wealth Management, LLC | 1,798 | $91.0 萬 | 0.16% | −126−6.5% | 減碼 |
| Precedent Wealth Partners, LLC | 1,798 | $91.0 萬 | 0.30% | +7+0.4% | 加碼 |
| Second Half Financial Partners, LLC | 1,800 | $91.1 萬 | 0.44% | −5,770−76.2% | 減碼 |
| Buffington Mohr McNeal | 1,804 | $91.3 萬 | 0.15% | +23+1.3% | 加碼 |
| GW Henssler & Associates Ltd | 1,566 | $91.6 萬 | 0.05% | 00.0% | 不變 |
| Campion Asset Management LLC | 1,817 | $91.9 萬 | 0.69% | −13−0.7% | 減碼 |
| Diamant Asset Management, Inc. | 1,820 | $92.1 萬 | 0.59% | −30−1.6% | 減碼 |
| Alpha Family Trust | 1,820 | $92.1 萬 | 0.52% | 00.0% | 不變 |
| My Personal CFO, LLC | 1,822 | $92.2 萬 | 0.47% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,822 | $92.2 萬 | 0.12% | −17−0.9% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,829 | $92.5 萬 | 0.37% | +50+2.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $92.5 萬 | 0.00% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 1,834 | $92.8 萬 | 0.06% | −130−6.6% | 減碼 |
| Clean Yield Group | 1,834 | $92.8 萬 | 0.30% | −268−12.7% | 減碼 |
| Founders Capital Management, LLC | 1,835 | $92.8 萬 | 0.16% | −104−5.4% | 減碼 |
| Virginia Wealth Management Group, Inc. | 1,839 | $93.1 萬 | 0.58% | +1+0.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 1,840 | $93.1 萬 | 0.13% | −54−2.9% | 減碼 |
| SGL Investment Advisors, Inc. | 1,767 | $93.2 萬 | 0.47% | −1,178−40.0% | 減碼 |
| North Star Investment Management Corp. | 1,845 | $93.3 萬 | 0.06% | −3,008−62.0% | 減碼 |
| Baron Wealth Management LLC | 1,845 | $93.3 萬 | 0.44% | −78−4.1% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,848 | $93.5 萬 | 0.26% | −10,373−84.9% | 減碼 |
| Lederer & Associates Investment Counsel | 1,849 | $93.5 萬 | 0.65% | −316−14.6% | 減碼 |
| Seeds Investor LLC | 1,849 | $93.5 萬 | 0.27% | −279−13.1% | 減碼 |
| K.J. Harrison & Partners Inc | 1,855 | $93.6 萬 | 0.15% | +25+1.4% | 加碼 |
| Kerrisdale Advisers, LLC | 1,852 | $93.7 萬 | 0.32% | −265−12.5% | 減碼 |
| Smart Portfolios, LLC | 1,857 | $93.9 萬 | 0.98% | −20−1.1% | 減碼 |
| HMV Wealth Advisors, LLC | 1,857 | $93.9 萬 | 0.94% | +1,857 | 新進 |
| Cassia Capital Partners, LLC | 1,857 | $94.0 萬 | 0.60% | +537+40.7% | 加碼 |
| Kingdom Financial Group LLC. | 1,862 | $94.2 萬 | 0.64% | +8+0.4% | 加碼 |