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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,863 | $94.2 萬 | 0.10% | 00.0% | 不變 |
| BIT Capital GmbH | 1,864 | $94.3 萬 | 0.08% | +1,864 | 新進 |
| Kelman-Lazarov, Inc. | 1,865 | $94.3 萬 | 0.17% | +1,223+190.5% | 加碼 |
| Coppell Advisory Solutions LLC | 1,852 | $94.4 萬 | 0.13% | −33,275−94.7% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,867 | $94.4 萬 | 0.31% | 00.0% | 不變 |
| Chapin Davis, Inc. | 1,616 | $94.5 萬 | 0.31% | 00.0% | 不變 |
| Aigen Investment Management, LP | 1,870 | $94.6 萬 | 0.17% | −2,855−60.4% | 減碼 |
| SFMG, LLC | 1,871 | $94.6 萬 | 0.07% | +334+21.7% | 加碼 |
| AA Financial Advisors, LLC | 1,873 | $94.7 萬 | 0.25% | +147+8.5% | 加碼 |
| PBMares Wealth Management LLC | 1,875 | $94.9 萬 | 0.19% | −5−0.3% | 減碼 |
| Gouws Capital LLC | 1,876 | $94.9 萬 | 0.65% | 00.0% | 不變 |
| Klingman & Associates, LLC | 1,880 | $95.1 萬 | 0.06% | −421−18.3% | 減碼 |
| Capital Market Strategies LLC | 1,885 | $95.4 萬 | 0.55% | −102−5.1% | 減碼 |
| CWC Advisors, LLC. | 1,885 | $95.4 萬 | 0.95% | +42+2.3% | 加碼 |
| Dark Forest Capital Management LP | 1,895 | $95.9 萬 | 0.14% | −373−16.4% | 減碼 |
| J.Safra Asset Management Corp | 1,889 | $95.9 萬 | 0.08% | +541+40.1% | 加碼 |
| Exchange Traded Concepts, LLC | 1,897 | $96.0 萬 | 0.02% | −15,435−89.1% | 減碼 |
| First American Trust, FSB | 1,900 | $96.1 萬 | 0.10% | −505−21.0% | 減碼 |
| SMART Wealth LLC | 1,900 | $96.1 萬 | 0.34% | −181−8.7% | 減碼 |
| New Republic Capital, LLC | 1,900 | $96.1 萬 | 0.63% | +131+7.4% | 加碼 |
| Maxele Advisors, LLC | 1,904 | $96.3 萬 | 0.92% | +1,904 | 新進 |
| Prosperity Financial Group, Inc. | 1,908 | $96.5 萬 | 0.48% | +175+10.1% | 加碼 |
| Raleigh Capital Management Inc. | 1,912 | $96.7 萬 | 0.37% | −28−1.4% | 減碼 |
| Soundwatch Capital LLC | 1,922 | $97.2 萬 | 0.10% | +104+5.7% | 加碼 |
| Legacy Edge Advisors, LLC | 1,915 | $97.2 萬 | 0.15% | +25+1.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,927 | $97.5 萬 | 0.13% | −146−7.0% | 減碼 |
| 626 Financial, LLC | 1,933 | $97.8 萬 | 0.53% | +1+0.1% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 1,799 | $97.8 萬 | 0.24% | +1,799 | 新進 |
| Brandywine Oak Private Wealth LLC | 1,938 | $98.0 萬 | 0.10% | −389−16.7% | 減碼 |
| Wealthstream Advisors, Inc. | 1,939 | $98.1 萬 | 0.18% | +129+7.1% | 加碼 |
| Aspire Private Capital, LLC | 1,942 | $98.2 萬 | 0.24% | +61+3.2% | 加碼 |
| Crux Wealth Advisors | 1,943 | $98.3 萬 | 0.55% | +1,943 | 新進 |
| Chickasaw Capital Management LLC | 1,943 | $98.3 萬 | 0.04% | −5−0.3% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 1,945 | $98.4 萬 | 0.51% | +1,945 | 新進 |
| Spirit of America Management Corp | 1,950 | $98.6 萬 | 0.20% | −400−17.0% | 減碼 |
| Napa Wealth Management | 1,951 | $98.7 萬 | 0.43% | −2,141−52.3% | 減碼 |
| GEN Financial Management, INC. | 1,951 | $98.7 萬 | 0.64% | +1,951 | 新進 |
| WealthTrust Axiom LLC | 1,959 | $99.1 萬 | 0.30% | 00.0% | 不變 |
| Consolidated Planning Corp | 1,959 | $99.1 萬 | 0.13% | −29−1.5% | 減碼 |
| Cardinal Capital Management, Inc. | 1,960 | $99.1 萬 | 0.03% | +10+0.5% | 加碼 |
| WealthBridge Capital Management, LLC | 1,965 | $99.4 萬 | 0.28% | +23+1.2% | 加碼 |
| Advyzon Investment Management, LLC | 1,965 | $99.4 萬 | 0.38% | +1,965 | 新進 |
| LRI Investments, LLC | 18,643 | $99.5 萬 | 0.10% | +85+0.5% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,969 | $99.6 萬 | 0.38% | +468+31.2% | 加碼 |
| Profit Investment Management, LLC | 1,974 | $99.9 萬 | 0.80% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,982 | $100.3 萬 | 0.54% | +1+0.1% | 加碼 |
| Webster Bank, N. A. | 1,982 | $100.3 萬 | 0.11% | +71+3.7% | 加碼 |
| Park National Corp | 1,988 | $100.6 萬 | 0.04% | −279−12.3% | 減碼 |
| Modus Advisors, LLC | 1,990 | $100.7 萬 | 0.32% | −16−0.8% | 減碼 |
| North Ridge Wealth Advisors, Inc. | 1,994 | $100.9 萬 | 0.70% | −50−2.4% | 減碼 |
| Invesco, LLC | 1,997 | $101.0 萬 | 0.40% | +136+7.3% | 加碼 |
| Lumbard & Kellner, LLC | 2,000 | $101.2 萬 | 0.43% | 00.0% | 不變 |
| Epiq Partners, LLC | 2,000 | $101.2 萬 | 0.55% | 00.0% | 不變 |
| Enhancing Capital LLC | 2,000 | $101.2 萬 | 0.81% | +2,000 | 新進 |
| First Financial Corp | 2,001 | $101.2 萬 | 0.47% | +68+3.5% | 加碼 |
| Bard Financial Services, Inc. | 2,010 | $101.7 萬 | 0.12% | 00.0% | 不變 |
| Winton Group Ltd | 2,012 | $101.8 萬 | 0.07% | +2,012 | 新進 |
| First Pacific Financial | 2,018 | $102.1 萬 | 0.24% | −24−1.2% | 減碼 |
| Legato Capital Management LLC | 2,021 | $102.2 萬 | 0.13% | −2,272−52.9% | 減碼 |
| Sunburst Financial Group, LLC | 2,022 | $102.3 萬 | 0.25% | +39+2.0% | 加碼 |
| Huntleigh Advisors, Inc. | 2,032 | $102.8 萬 | 0.22% | +2,032 | 新進 |
| KFG Wealth Management, LLC | 2,036 | $103.0 萬 | 0.19% | +162+8.6% | 加碼 |
| Kozak & Associates, Inc. | 2,008 | $103.0 萬 | 0.24% | −71−3.4% | 減碼 |
| Peak Asset Management, LLC | 2,037 | $103.0 萬 | 0.19% | 00.0% | 不變 |
| Postrock Partners LLC | 2,044 | $103.4 萬 | 0.50% | +2,044 | 新進 |
| Independent Solutions Wealth Management, LLC | 2,049 | $103.7 萬 | 0.23% | −18−0.9% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,050 | $103.7 萬 | 0.34% | −144−6.6% | 減碼 |
| Verity & Verity, LLC | 2,052 | $103.8 萬 | 0.09% | +553+36.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,053 | $103.9 萬 | 0.30% | +184+9.8% | 加碼 |
| Yoffe Investment Management, LLC | 2,056 | $104.0 萬 | 1.54% | +2,056 | 新進 |
| Private Portfolio Partners LLC | 2,057 | $104.1 萬 | 0.19% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 2,058 | $104.1 萬 | 0.25% | +66+3.3% | 加碼 |
| LVW Advisors, LLC | 2,059 | $104.1 萬 | 0.13% | −901−30.4% | 減碼 |
| Armstrong Advisory Group, Inc | 2,060 | $104.2 萬 | 0.08% | +47+2.3% | 加碼 |
| Forte Capital LLC | 2,060 | $104.2 萬 | 0.12% | −40−1.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,060 | $104.2 萬 | 0.06% | +60+3.0% | 加碼 |
| KG&L Capital Management,LLC | 2,061 | $104.3 萬 | 0.34% | +310+17.7% | 加碼 |
| Clarus Group, Inc. | 2,062 | $104.3 萬 | 0.37% | −303−12.8% | 減碼 |
| World Equity Group, Inc. | 2,070 | $104.7 萬 | 0.22% | +1,077+108.5% | 加碼 |
| Sound Income Strategies, LLC | 2,069 | $104.7 萬 | 0.06% | +129+6.6% | 加碼 |
| United Community Bank | 2,075 | $105.0 萬 | 0.41% | −335−13.9% | 減碼 |
| Titleist Asset Management, LLC | 2,076 | $105.0 萬 | 0.12% | +616+42.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,076 | $105.0 萬 | 0.21% | −68−3.2% | 減碼 |
| Sovereign Financial Group, Inc. | 2,083 | $105.4 萬 | 0.24% | −54−2.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 2,084 | $105.4 萬 | 0.24% | −45−2.1% | 減碼 |
| Peachtree Investment Partners, LLC | 2,088 | $105.6 萬 | 0.40% | −106−4.8% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 2,090 | $105.7 萬 | 0.68% | −20−0.9% | 減碼 |
| Asset Planning,Inc | 2,091 | $105.8 萬 | 0.81% | +2,091 | 新進 |
| Castle Wealth Management LLC | 2,091 | $105.8 萬 | 0.42% | −13−0.6% | 減碼 |
| Crawford Investment Counsel Inc | 2,091 | $105.8 萬 | 0.02% | −226−9.8% | 減碼 |
| Tompkins Financial Corp | 2,094 | $105.9 萬 | 0.10% | +367+21.3% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 2,100 | $106.2 萬 | 0.80% | +13+0.6% | 加碼 |
| Gibbs Wealth Management | 2,101 | $106.3 萬 | 0.29% | −533−20.2% | 減碼 |
| Cladis Investment Advisory, LLC | 2,101 | $106.3 萬 | 0.75% | −100−4.5% | 減碼 |
| United Advisor Group, LLC | 2,106 | $106.5 萬 | 0.21% | +140+7.1% | 加碼 |
| Abundance Wealth Counselors | 2,110 | $106.7 萬 | 0.23% | +100+5.0% | 加碼 |
| Cable Hill Partners, LLC | 2,111 | $106.8 萬 | 0.11% | −576−21.4% | 減碼 |
| Landing Point Financial Group, LLC | 2,026 | $106.9 萬 | 0.82% | +2,026 | 新進 |
| Copperleaf Capital, LLC | 2,114 | $106.9 萬 | 0.68% | +652+44.6% | 加碼 |
| Wallace Capital Management Inc. | 2,119 | $107.2 萬 | 0.15% | 00.0% | 不變 |