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 |
|---|---|---|---|---|---|
| Opinicus Capital, Inc. | 2,119 | $107.2 萬 | 0.90% | −37−1.7% | 減碼 |
| Beck Mack & Oliver LLC | 2,121 | $107.3 萬 | 0.02% | +116+5.8% | 加碼 |
| Franklin Street Advisors Inc | 2,122 | $107.3 萬 | 0.07% | +257+13.8% | 加碼 |
| Cambridge Advisors Inc. | 2,122 | $107.3 萬 | 0.24% | −685−24.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,130 | $107.7 萬 | 0.09% | −249−10.5% | 減碼 |
| Copperwynd Financial, LLC | 2,131 | $107.8 萬 | 0.30% | +111+5.5% | 加碼 |
| Berkeley Capital Partners, LLC | 2,133 | $107.9 萬 | 0.30% | −56−2.6% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,135 | $108.0 萬 | 0.66% | +21+1.0% | 加碼 |
| Pennsylvania Capital Management Inc | 2,139 | $108.2 萬 | 0.37% | −16−0.7% | 減碼 |
| Texas Yale Capital Corp. | 2,140 | $108.3 萬 | 0.04% | −50−2.3% | 減碼 |
| McLean Asset Management Corp | 2,142 | $108.3 萬 | 0.33% | +65+3.1% | 加碼 |
| Leeward Financial Partners, LLC | 2,144 | $108.5 萬 | 0.39% | −342−13.8% | 減碼 |
| ORG Partners LLC | 2,139 | $108.6 萬 | 0.15% | +273+14.6% | 加碼 |
| Convergence Investment Partners, LLC | 2,151 | $108.8 萬 | 0.24% | −11−0.5% | 減碼 |
| Atlas Legacy Advisors, LLC | 2,154 | $109.0 萬 | 0.26% | +2,154 | 新進 |
| FLC Capital Advisors | 2,155 | $109.0 萬 | 0.25% | +439+25.6% | 加碼 |
| Smith, Moore & Co. | 2,161 | $109.3 萬 | 0.10% | +60+2.9% | 加碼 |
| YANKCOM Partnership | 2,165 | $109.5 萬 | 0.59% | +2,165 | 新進 |
| Ames National Corp | 2,174 | $110.0 萬 | 0.74% | +2,174 | 新進 |
| AGH Wealth Advisors, LLC | 2,176 | $110.1 萬 | 1.02% | +2,176 | 新進 |
| Unique Wealth Strategies, LLC | 2,176 | $110.1 萬 | 0.48% | −28−1.3% | 減碼 |
| Covenant Partners, LLC | 2,178 | $110.2 萬 | 0.34% | −27−1.2% | 減碼 |
| Bremer Bank National Association | 2,180 | $110.3 萬 | 0.22% | −76−3.4% | 減碼 |
| Taylor Hoffman Capital Management LLC | 2,184 | $110.5 萬 | 0.40% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,186 | $110.6 萬 | 0.14% | −79−3.5% | 減碼 |
| Waterfront Wealth Inc. | 2,192 | $110.9 萬 | 0.27% | +73+3.4% | 加碼 |
| CSS LLC | 2,200 | $111.3 萬 | 0.07% | +2,200 | 新進 |
| Iams Wealth Management, LLC | 2,201 | $111.3 萬 | 0.51% | +54+2.5% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 2,204 | $111.5 萬 | 1.11% | −202−8.4% | 減碼 |
| Financial Management Professionals, Inc. | 2,207 | $111.6 萬 | 0.14% | +91+4.3% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 2,209 | $111.7 萬 | 0.35% | +548+33.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,218 | $112.2 萬 | 0.41% | +18+0.8% | 加碼 |
| Weinberger Asset Management, Inc | 2,220 | $112.3 萬 | 0.47% | −16−0.7% | 減碼 |
| Rogco, LP | 2,225 | $112.6 萬 | 0.46% | −2−0.1% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 2,226 | $112.6 萬 | 0.04% | −894−28.7% | 減碼 |
| Cito Capital Group, LLC | 2,226 | $112.6 萬 | 0.41% | +300+15.6% | 加碼 |
| DGS Capital Management, LLC | 2,226 | $112.6 萬 | 0.28% | −94−4.1% | 減碼 |
| Mattern Wealth Management LLC | 2,235 | $113.0 萬 | 0.25% | −429−16.1% | 減碼 |
| Argent Advisors, Inc. | 2,238 | $113.2 萬 | 0.42% | +88+4.1% | 加碼 |
| State of Wyoming | 2,241 | $113.4 萬 | 0.14% | +1,312+141.2% | 加碼 |
| Simplicity Wealth,LLC | 2,243 | $113.4 萬 | 0.24% | −4,170−65.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,248 | $113.7 萬 | 0.37% | +51+2.3% | 加碼 |
| WS Portfolio Advisory, LLC | 2,262 | $114.4 萬 | 4.66% | +2,262 | 新進 |
| Regal Investment Advisors LLC | 2,263 | $114.5 萬 | 0.09% | −180−7.4% | 減碼 |
| Sunbelt Securities, Inc. | 2,255 | $114.5 萬 | 0.10% | −535−19.2% | 減碼 |
| Intellectus Partners, LLC | 2,265 | $114.6 萬 | 0.25% | +704+45.1% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,268 | $114.7 萬 | 0.26% | −3,584−61.2% | 減碼 |
| Ethos Financial Group, LLC | 2,274 | $115.0 萬 | 0.15% | −912−28.6% | 減碼 |
| Camden National Bank | 2,275 | $115.1 萬 | 0.17% | −93−3.9% | 減碼 |
| MBL Wealth, LLC | 2,275 | $115.1 萬 | 0.12% | −92−3.9% | 減碼 |
| SC&H Financial Advisors, Inc. | 2,275 | $115.1 萬 | 0.24% | −118−4.9% | 減碼 |
| Stevens Capital Management LP | 2,277 | $115.2 萬 | 0.46% | −3,949−63.4% | 減碼 |
| ASB Consultores, LLC | 2,278 | $115.2 萬 | 0.48% | +515+29.2% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 2,279 | $115.3 萬 | 0.63% | +2,279 | 新進 |
| Three Seasons Wealth, LLC | 2,293 | $116.0 萬 | 0.57% | −395−14.7% | 減碼 |
| CoreFirst Bank & Trust | 2,293 | $116.0 萬 | 0.69% | 00.0% | 不變 |
| Teza Capital Management LLC | 2,296 | $116.1 萬 | 0.18% | −1,178−33.9% | 減碼 |
| Tang Capital Management LLC | 2,308 | $116.8 萬 | 0.08% | +886+62.3% | 加碼 |
| Cardiff Park Advisors, LLC | 2,309 | $116.8 萬 | 0.11% | +4+0.2% | 加碼 |
| Uncommon Cents Investing LLC | 2,310 | $116.9 萬 | 0.35% | 00.0% | 不變 |
| Lokken Investment Group LLC | 2,311 | $116.9 萬 | 0.50% | −36−1.5% | 減碼 |
| WR Wealth Planners, LLC | 2,315 | $117.1 萬 | 0.38% | −317−12.0% | 減碼 |
| Catalyst Capital Advisors LLC | 2,316 | $117.2 萬 | 0.02% | −77−3.2% | 減碼 |
| Financial Security Advisor, Inc. | 2,320 | $117.3 萬 | 0.30% | −3−0.1% | 減碼 |
| Arlington Trust Co LLC | 2,323 | $117.5 萬 | 0.25% | +502+27.6% | 加碼 |
| MJP Associates Inc | 2,324 | $117.6 萬 | 0.21% | −179−7.2% | 減碼 |
| Legacy Capital Wealth Management, LLC | 2,333 | $118.0 萬 | 1.17% | +2,333 | 新進 |
| Tobam | 2,337 | $118.2 萬 | 0.36% | +17+0.7% | 加碼 |
| Gratus Wealth Advisors, LLC | 2,352 | $119.0 萬 | 0.19% | −87−3.6% | 減碼 |
| 1776 Wealth LLC | 2,353 | $119.0 萬 | 0.55% | +550+30.5% | 加碼 |
| Heritage Wealth Management, Inc. | 2,358 | $119.3 萬 | 0.40% | −30−1.3% | 減碼 |
| Crews Bank & Trust | 2,358 | $119.3 萬 | 0.20% | +2,358 | 新進 |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $119.4 萬 | 0.33% | −58−2.4% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 2,364 | $119.6 萬 | 0.04% | +2,364 | 新進 |
| Members Wealth LLC | 2,271 | $119.8 萬 | 0.89% | +2,271 | 新進 |
| Triad Wealth Partners, LLC | 2,368 | $119.8 萬 | 0.43% | +2,368 | 新進 |
| Riverbend Wealth Management, LLC | 2,349 | $119.8 萬 | 1.07% | +2,349 | 新進 |
| GenTrust, LLC | 2,375 | $120.1 萬 | 0.05% | +57+2.5% | 加碼 |
| Cookson Peirce & Co Inc | 2,375 | $120.1 萬 | 0.05% | +100+4.4% | 加碼 |
| Trust Co of the South | 2,382 | $120.5 萬 | 0.25% | −204−7.9% | 減碼 |
| Evermay Wealth Management LLC | 2,384 | $120.6 萬 | 0.18% | −128−5.1% | 減碼 |
| First Financial Bank - Trust Division | 2,385 | $120.6 萬 | 0.11% | −170−6.7% | 減碼 |
| First County Bank | 2,405 | $121.7 萬 | 0.68% | −255−9.6% | 減碼 |
| American Money Management, LLC | 2,408 | $121.8 萬 | 0.24% | +326+15.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,410 | $121.9 萬 | 0.05% | −712−22.8% | 減碼 |
| JT Stratford LLC | 2,410 | $121.9 萬 | 0.20% | +67+2.9% | 加碼 |
| Bluesphere Advisors, LLC | 2,410 | $121.9 萬 | 0.60% | +114+5.0% | 加碼 |
| Richardson Financial Services Inc. | 2,404 | $122.1 萬 | 0.86% | +18+0.8% | 加碼 |
| Natural Investments, LLC | 2,419 | $122.3 萬 | 0.34% | +2,419 | 新進 |
| CVA Family Office, LLC | 2,422 | $122.5 萬 | 0.19% | +100+4.3% | 加碼 |
| Semus Wealth Partners LLC | 2,423 | $122.6 萬 | 0.81% | +121+5.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 2,424 | $122.6 萬 | 0.02% | +981+68.0% | 加碼 |
| Kennebec Savings Bank | 2,266 | $122.6 萬 | 1.23% | +80+3.7% | 加碼 |
| Globeflex Capital L P | 2,447 | $123.8 萬 | 0.10% | −3,348−57.8% | 減碼 |
| Abacus Planning Group, Inc. | 2,449 | $123.9 萬 | 0.22% | −86−3.4% | 減碼 |
| Breakwater Capital Group | 2,450 | $123.9 萬 | 0.25% | −6−0.2% | 減碼 |
| Semanteon Capital Management, LP | 2,452 | $124.0 萬 | 0.67% | +1,980+419.5% | 加碼 |
| Ifrah Financial Services, Inc. | 2,464 | $124.6 萬 | 0.34% | −121−4.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,480 | $125.5 萬 | 0.21% | +150+6.4% | 加碼 |
| Onefund, LLC | 2,482 | $125.6 萬 | 1.20% | +57+2.4% | 加碼 |