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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 2,483 | $125.6 萬 | 1.08% | −61−2.4% | 減碼 |
| ICONIQ Capital, LLC | 2,483 | $125.6 萬 | 0.02% | +795+47.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,485 | $125.7 萬 | 0.06% | −965−28.0% | 減碼 |
| BSW Wealth Partners | 2,486 | $125.8 萬 | 0.18% | +29+1.2% | 加碼 |
| California First Leasing Corp | 2,489 | $125.9 萬 | 0.52% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 2,493 | $126.1 萬 | 0.35% | +7+0.3% | 加碼 |
| Paladin Wealth, LLC | 2,497 | $126.3 萬 | 1.09% | +136+5.8% | 加碼 |
| Banque Transatlantique SA | 2,491 | $126.4 萬 | 0.03% | +2,491 | 新進 |
| Sivia Capital Partners, LLC | 2,505 | $126.7 萬 | 0.63% | −200−7.4% | 減碼 |
| AXS Investments LLC | 2,509 | $126.9 萬 | 0.35% | −266−9.6% | 減碼 |
| Nicolet Bankshares Inc | 2,513 | $127.1 萬 | 0.30% | +23+0.9% | 加碼 |
| Midland Wealth Advisors LLC | 2,515 | $127.2 萬 | 0.08% | −210−7.7% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,518 | $127.4 萬 | 0.22% | −112−4.3% | 減碼 |
| Prentice Wealth Management LLC | 2,527 | $127.8 萬 | 0.37% | +21+0.8% | 加碼 |
| CFO4Life Group, LLC | 2,528 | $127.9 萬 | 0.22% | −43−1.7% | 減碼 |
| Humankind Investments LLC | 2,529 | $127.9 萬 | 0.32% | +47+1.9% | 加碼 |
| Riverwater Partners LLC | 2,531 | $128.0 萬 | 0.62% | +151+6.3% | 加碼 |
| Moseley Investment Management Inc | 2,532 | $128.1 萬 | 0.50% | −49−1.9% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,541 | $128.5 萬 | 0.60% | −105−4.0% | 減碼 |
| Ashton Thomas Securities, LLC | 2,536 | $128.7 萬 | 0.35% | +12+0.5% | 加碼 |
| Capital & Planning, LLC | 2,549 | $129.0 萬 | 0.94% | +2,549 | 新進 |
| Adirondack Trust Co | 2,557 | $129.3 萬 | 0.49% | 00.0% | 不變 |
| Essex Savings Bank | 2,562 | $129.6 萬 | 0.32% | −16−0.6% | 減碼 |
| Enterprise Financial Services Corp | 2,563 | $129.7 萬 | 0.72% | −13−0.5% | 減碼 |
| Florida Financial Advisors, LLC | 2,572 | $130.1 萬 | 0.58% | −420−14.0% | 減碼 |
| Intrua Financial, LLC | 2,576 | $130.3 萬 | 0.21% | −129−4.8% | 減碼 |
| MCF Advisors LLC | 2,578 | $130.4 萬 | 0.09% | +20+0.8% | 加碼 |
| Gitterman Wealth Management, LLC | 2,580 | $130.5 萬 | 0.55% | +3+0.1% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 2,583 | $130.7 萬 | 0.73% | +2,583 | 新進 |
| Clarendon Private LLC | 2,584 | $130.7 萬 | 1.37% | +2,584 | 新進 |
| Evergreen Wealth Management, LLC | 2,594 | $131.2 萬 | 0.78% | −15−0.6% | 減碼 |
| Strategic Investment Advisors | 2,595 | $131.3 萬 | 0.14% | −545−17.4% | 減碼 |
| Texas Bank & Trust Co | 2,602 | $131.6 萬 | 0.54% | +2,602 | 新進 |
| BancorpSouth Bank | 2,604 | $131.7 萬 | 0.09% | −190−6.8% | 減碼 |
| Atlas Capital Advisors LLC | 2,608 | $131.9 萬 | 0.17% | 00.0% | 不變 |
| Jump Financial, LLC | 2,611 | $132.1 萬 | 0.03% | +2,611 | 新進 |
| Rockingstone Advisors LLC | 2,616 | $132.3 萬 | 0.58% | +2,119+426.4% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,622 | $132.6 萬 | 0.32% | +2,622 | 新進 |
| Resonant Capital Advisors, LLC | 2,630 | $133.0 萬 | 0.10% | +43+1.7% | 加碼 |
| Dorchester Wealth Management Co | 2,631 | $133.1 萬 | 0.27% | −903−25.6% | 減碼 |
| Provenance Wealth Advisors, LLC | 2,631 | $133.1 萬 | 0.17% | +2,080+377.5% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 2,635 | $133.3 萬 | 1.28% | +2,635 | 新進 |
| Garrison Point Advisors, LLC | 2,636 | $133.3 萬 | 0.63% | −5−0.2% | 減碼 |
| Arbor Capital Management Inc | 2,484 | $133.5 萬 | 1.31% | +91+3.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,644 | $133.8 萬 | 0.05% | +183+7.4% | 加碼 |
| Angeles Wealth Management, LLC | 2,647 | $133.9 萬 | 0.11% | −64−2.4% | 減碼 |
| Trustmark National Bank Trust Department | 2,648 | $134.0 萬 | 0.10% | −1,196−31.1% | 減碼 |
| Allred Capital Management, LLC | 2,648 | $134.0 萬 | 0.52% | +40+1.5% | 加碼 |
| Financial Network Wealth Management LLC | 2,649 | $134.0 萬 | 0.48% | −451−14.5% | 減碼 |
| LeClair Wealth Partners LLC | 2,650 | $134.1 萬 | 0.89% | +2,650 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,651 | $134.1 萬 | 0.88% | −23,072−89.7% | 減碼 |
| Amica Retiree Medical Trust | 2,655 | $134.3 萬 | 1.27% | −230−8.0% | 減碼 |
| Keystone Financial Group | 2,644 | $134.3 萬 | 0.13% | +382+16.9% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 2,301 | $134.5 萬 | 0.45% | −5−0.2% | 減碼 |
| Kensington Investment Counsel, LLC | 2,661 | $134.6 萬 | 0.56% | −94−3.4% | 減碼 |
| Everett Harris & Co | 2,661 | $134.6 萬 | 0.02% | −11−0.4% | 減碼 |
| Transatlantique Private Wealth LLC | 2,663 | $134.7 萬 | 0.51% | −754−22.1% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 2,461 | $134.9 萬 | 0.26% | −53−2.1% | 減碼 |
| Vivaldi Capital Management, LLC | 2,483 | $135.0 萬 | 0.21% | +45+1.8% | 加碼 |
| Cim Investment Mangement Inc | 2,669 | $135.0 萬 | 0.40% | −34−1.3% | 減碼 |
| Bradyco, Inc. | 2,673 | $135.2 萬 | 0.84% | +2,673 | 新進 |
| Wilson & Boucher Capital Management, LLC | 2,679 | $135.5 萬 | 0.96% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 2,680 | $135.6 萬 | 0.24% | −50−1.8% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,683 | $135.7 萬 | 0.50% | −342−11.3% | 減碼 |
| Prudent Man Advisors, LLC | 2,684 | $135.8 萬 | 0.49% | −279−9.4% | 減碼 |
| Wolf Group Capital Advisors | 2,834 | $136.2 萬 | 0.67% | 00.0% | 不變 |
| Investment Partners, Ltd. | 2,695 | $136.3 萬 | 0.56% | −33−1.2% | 減碼 |
| Caldwell Investment Management Ltd. | 2,690 | $136.4 萬 | 0.92% | 00.0% | 不變 |
| Edge Capital Group, LLC | 2,700 | $136.6 萬 | 0.06% | +185+7.4% | 加碼 |
| Baldwin Investment Management, LLC | 2,706 | $136.9 萬 | 0.18% | −94−3.4% | 減碼 |
| TLWM | 2,708 | $137.0 萬 | 0.27% | +105+4.0% | 加碼 |
| Bank of Jackson Hole Trust | 2,711 | $137.1 萬 | 0.91% | +2,711 | 新進 |
| Sand Hill Global Advisors, LLC | 2,717 | $137.5 萬 | 0.06% | −2−0.1% | 減碼 |
| Sovran Advisors, LLC | 2,529 | $137.5 萬 | 0.20% | +2,529 | 新進 |
| Duncan Williams Asset Management, LLC | 2,721 | $137.7 萬 | 0.54% | +147+5.7% | 加碼 |
| Nicholson Wealth Management Group, LLC | 2,726 | $137.9 萬 | 0.92% | +1,067+64.3% | 加碼 |
| Perennial Investment Advisors, LLC | 2,729 | $138.1 萬 | 0.16% | −63−2.3% | 減碼 |
| Bank of Stockton | 2,730 | $138.1 萬 | 0.42% | +16+0.6% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,733 | $138.3 萬 | 0.16% | −60−2.1% | 減碼 |
| Nabity-Jensen Investment Management Inc | 2,736 | $138.4 萬 | 1.05% | +50+1.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,745 | $138.9 萬 | 0.22% | +2,745 | 新進 |
| Avalon Trust Co | 2,755 | $139.4 萬 | 0.10% | +152+5.8% | 加碼 |
| Keudell/Morrison Wealth Management | 2,757 | $139.5 萬 | 0.36% | −66−2.3% | 減碼 |
| Colonial River Wealth Management, LLC | 2,758 | $139.5 萬 | 0.68% | +81+3.0% | 加碼 |
| LVM Capital Management Ltd | 2,758 | $139.5 萬 | 0.15% | +59+2.2% | 加碼 |
| Scientech Research LLC | 2,760 | $139.6 萬 | 0.40% | +1,736+169.5% | 加碼 |
| Cromwell Holdings LLC | 2,765 | $139.9 萬 | 0.81% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 2,766 | $139.9 萬 | 1.01% | +52+1.9% | 加碼 |
| Alta Wealth Advisors LLC | 2,771 | $140.2 萬 | 0.61% | −560−16.8% | 減碼 |
| Childress Capital Advisors, LLC | 2,774 | $140.3 萬 | 0.39% | −245−8.1% | 減碼 |
| Archer Investment Corp | 2,777 | $140.5 萬 | 0.37% | +259+10.3% | 加碼 |
| Wealth Management Partners, LLC | 2,778 | $140.5 萬 | 0.61% | −121−4.2% | 減碼 |
| Riverpark Capital Management LLC | 2,787 | $141.0 萬 | 2.46% | +71+2.6% | 加碼 |
| Heritage Family Offices, LLP | 2,797 | $141.5 萬 | 0.71% | +147+5.5% | 加碼 |
| MGB Wealth Management, LLC | 2,793 | $141.8 萬 | 0.44% | −1,157−29.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 2,805 | $141.9 萬 | 0.14% | −215−7.1% | 減碼 |
| Austin Private Wealth, LLC | 2,811 | $142.2 萬 | 0.13% | +396+16.4% | 加碼 |
| Integrity Alliance, LLC. | 2,812 | $142.2 萬 | 0.15% | +2,812 | 新進 |
| ERn Financial, LLC | 2,813 | $142.3 萬 | 0.21% | +113+4.2% | 加碼 |
| Zuckerman Investment Group, LLC | 2,601 | $142.6 萬 | 0.14% | +485+22.9% | 加碼 |