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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 3,301 | $167.0 萬 | 0.07% | +3,301 | 新進 |
| Cornerstone Advisory, LLC | 3,198 | $167.4 萬 | 0.19% | −9−0.3% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,312 | $167.5 萬 | 1.07% | +15+0.5% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,315 | $167.7 萬 | 0.63% | +43+1.3% | 加碼 |
| Lakeview Capital Partners, LLC | 3,317 | $167.8 萬 | 0.37% | −7,130−68.2% | 減碼 |
| Defined Wealth Management, LLC | 3,319 | $167.9 萬 | 1.11% | −12−0.4% | 減碼 |
| Sierra Summit Advisors LLC | 3,322 | $168.0 萬 | 0.34% | −461−12.2% | 減碼 |
| Buckley Wealth Management, LLC | 3,334 | $168.7 萬 | 0.52% | +58+1.8% | 加碼 |
| Herold Advisors, Inc. | 3,335 | $168.7 萬 | 0.37% | −718−17.7% | 減碼 |
| Corundum Group, Inc. | 3,339 | $168.9 萬 | 0.63% | +1,133+51.4% | 加碼 |
| Zullo Investment Group, Inc. | 3,349 | $169.5 萬 | 0.68% | −39−1.2% | 減碼 |
| Tolleson Wealth Management, Inc. | 3,354 | $169.7 萬 | 0.35% | +365+12.2% | 加碼 |
| Golden State Equity Partners | 3,359 | $169.9 萬 | 0.32% | −68−2.0% | 減碼 |
| KC Investment Advisors, LLC | 3,364 | $170.2 萬 | 0.68% | −64−1.9% | 減碼 |
| Rede Wealth, LLC | 3,366 | $170.3 萬 | 0.65% | −253−7.0% | 減碼 |
| Lyell Wealth Management, LP | 3,377 | $170.8 萬 | 0.15% | −4,904−59.2% | 減碼 |
| Investment Advisory Services Inc | 3,386 | $171.3 萬 | 0.60% | +8+0.2% | 加碼 |
| One Capital Management, LLC | 3,401 | $172.0 萬 | 0.06% | −1,296−27.6% | 減碼 |
| Stiles Financial Services Inc | 3,406 | $172.3 萬 | 0.62% | −8,329−71.0% | 減碼 |
| James J. Burns & Company, LLC | 3,409 | $172.4 萬 | 0.30% | −86−2.5% | 減碼 |
| Alpha DNA Investment Management LLC | 3,411 | $172.5 萬 | 0.94% | +111+3.4% | 加碼 |
| Executive Wealth Management, LLC | 3,416 | $172.8 萬 | 0.14% | +2,328+214.0% | 加碼 |
| LRT Capital Management, LLC | 3,427 | $173.4 萬 | 1.36% | +1,564+84.0% | 加碼 |
| Hunter Associates Investment Management LLC | 3,432 | $173.7 萬 | 0.26% | +60+1.8% | 加碼 |
| Saxon Interests, Inc. | 3,437 | $173.8 萬 | 0.77% | +1,136+49.4% | 加碼 |
| SkyView Investment Advisors, LLC | 3,440 | $174.0 萬 | 0.28% | +3,440 | 新進 |
| Evelyn Partners Investment Management (Europe) Ltd | 3,444 | $174.2 萬 | 0.63% | +3,444 | 新進 |
| PGGM Investments | 3,450 | $174.5 萬 | 0.02% | −2,676−43.7% | 減碼 |
| Ellevest, Inc. | 3,450 | $174.5 萬 | 0.10% | −153−4.2% | 減碼 |
| Financial Advisors Network, Inc. | 3,451 | $174.5 萬 | 0.29% | +3,451 | 新進 |
| Commons Capital, LLC | 3,451 | $174.6 萬 | 1.58% | +68+2.0% | 加碼 |
| Capital Management Associates | 3,455 | $174.8 萬 | 2.06% | +2,251+187.0% | 加碼 |
| Morris Retirement Advisors, LLC | 3,458 | $174.9 萬 | 0.93% | −400−10.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 3,459 | $175.0 萬 | 0.10% | −17−0.5% | 減碼 |
| ZWJ Investment Counsel Inc | 3,467 | $175.4 萬 | 0.07% | −233−6.3% | 減碼 |
| KPP Advisory Services LLC | 3,470 | $175.5 萬 | 0.41% | −32−0.9% | 減碼 |
| Farringdon Capital, Ltd. | 3,475 | $175.8 萬 | 0.73% | +3,475 | 新進 |
| ORBA Wealth Advisors, L.L.C. | 3,482 | $176.1 萬 | 0.92% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 3,364 | $176.4 萬 | 0.06% | +292+9.5% | 加碼 |
| Prossimo Advisors, LLC | 3,514 | $177.8 萬 | 1.29% | +11+0.3% | 加碼 |
| LSV Asset Management | 3,514 | $177.8 萬 | 0.00% | +14+0.4% | 加碼 |
| Gen-Wealth Partners Inc | 3,516 | $177.9 萬 | 0.76% | +341+10.7% | 加碼 |
| Hudson Canyon Capital Management | 3,518 | $178.0 萬 | 1.16% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 3,518 | $178.0 萬 | 0.24% | +102+3.0% | 加碼 |
| RKL Wealth Management LLC | 3,526 | $178.4 萬 | 0.16% | +1,060+43.0% | 加碼 |
| US Asset Management LLC | 3,541 | $179.1 萬 | 1.61% | −102−2.8% | 減碼 |
| Emprise Bank | 3,542 | $179.2 萬 | 1.01% | −138−3.8% | 減碼 |
| Pettee Investors, Inc. | 3,547 | $179.4 萬 | 0.91% | −40−1.1% | 減碼 |
| CoreCap Advisors, LLC | 3,553 | $179.7 萬 | 0.08% | +1,991+127.5% | 加碼 |
| Evernest Financial Advisors, LLC | 3,559 | $180.0 萬 | 0.47% | +128+3.7% | 加碼 |
| Ramirez Asset Management, Inc. | 3,559 | $180.0 萬 | 0.36% | 00.0% | 不變 |
| BlueStem Wealth Partners, LLC | 3,563 | $180.2 萬 | 0.24% | +3,563 | 新進 |
| Quotient Wealth Partners, LLC | 3,574 | $180.8 萬 | 0.06% | −234−6.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 3,576 | $180.9 萬 | 0.55% | +9+0.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,588 | $181.5 萬 | 0.25% | −88−2.4% | 減碼 |
| Highview Capital Management LLC | 3,591 | $181.7 萬 | 0.70% | −464−11.4% | 減碼 |
| FSM Wealth Advisors, LLC | 3,561 | $181.8 萬 | 0.45% | −193−5.1% | 減碼 |
| Continuum Advisory, LLC | 3,595 | $181.9 萬 | 0.23% | −23−0.6% | 減碼 |
| Smith, Salley & Associates | 3,603 | $182.3 萬 | 0.12% | −40−1.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,606 | $182.4 萬 | 0.10% | +719+24.9% | 加碼 |
| Northeast Financial Group, Inc. | 3,607 | $182.5 萬 | 0.70% | +204+6.0% | 加碼 |
| West Family Investments, Inc. | 3,613 | $182.8 萬 | 0.64% | −526−12.7% | 減碼 |
| Oxford Wealth Group, LLC | 3,614 | $182.8 萬 | 1.18% | +195+5.7% | 加碼 |
| IMS Capital Management | 3,617 | $183.0 萬 | 0.85% | −9−0.2% | 減碼 |
| Net Worth Advisory Group | 3,621 | $183.2 萬 | 0.56% | −42−1.1% | 減碼 |
| HMS Capital Management, LLC | 3,629 | $183.6 萬 | 0.89% | −62−1.7% | 減碼 |
| Matrix Trust Co | 3,634 | $183.8 萬 | 0.32% | +225+6.6% | 加碼 |
| Fiduciary Group LLC | 3,637 | $184.0 萬 | 0.18% | −64−1.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,394 | $184.5 萬 | 0.02% | −189−5.3% | 減碼 |
| Prestige Wealth Management Group LLC | 3,648 | $184.6 萬 | 0.38% | −446−10.9% | 減碼 |
| Central Pacific Bank - Trust Division | 3,665 | $185.4 萬 | 0.24% | −1,359−27.1% | 減碼 |
| Certified Advisory Corp | 3,673 | $185.8 萬 | 0.20% | −83−2.2% | 減碼 |
| Pure Financial Advisors, Inc. | 3,674 | $185.8 萬 | 0.04% | +102+2.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 3,682 | $186.3 萬 | 0.18% | −777−17.4% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,686 | $186.4 萬 | 0.05% | +450+13.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,701 | $187.2 萬 | 0.46% | −3,721−50.1% | 減碼 |
| Delta Financial Advisors LLC | 3,704 | $187.4 萬 | 0.70% | −79−2.1% | 減碼 |
| One Wealth Advisors, LLC | 3,706 | $187.5 萬 | 0.28% | +138+3.9% | 加碼 |
| Goepper Burkhardt LLC | 3,717 | $188.0 萬 | 0.76% | −25−0.7% | 減碼 |
| Willner & Heller, LLC | 3,720 | $188.2 萬 | 1.65% | +10+0.3% | 加碼 |
| Signature Wealth Management Group | 3,724 | $188.4 萬 | 0.76% | +97+2.7% | 加碼 |
| Geller Advisors LLC | 3,728 | $188.6 萬 | 0.12% | −141−3.6% | 減碼 |
| Argentarii, LLC | 3,730 | $188.7 萬 | 0.95% | +3,730 | 新進 |
| Stokes Family Office, LLC | 3,732 | $188.8 萬 | 0.20% | −39−1.0% | 減碼 |
| Peterson Wealth Services | 3,733 | $188.8 萬 | 0.57% | +63+1.7% | 加碼 |
| Proficio Capital Partners LLC | 3,734 | $188.9 萬 | 0.15% | +1,279+52.1% | 加碼 |
| Central Valley Advisors, LLC | 3,736 | $188.9 萬 | 0.86% | +222+6.3% | 加碼 |
| IAM Advisory, LLC | 3,748 | $189.6 萬 | 0.48% | +17+0.5% | 加碼 |
| Shum Financial Group, Inc. | 3,761 | $190.3 萬 | 1.64% | +86+2.3% | 加碼 |
| Jacobi Capital Management LLC | 3,769 | $190.7 萬 | 0.14% | +22+0.6% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 3,786 | $191.5 萬 | 1.31% | +136+3.7% | 加碼 |
| Green Harvest Asset Management LLC | 3,788 | $191.6 萬 | 0.04% | −1,743−31.5% | 減碼 |
| Ahl Investment Management, Inc. | 3,792 | $191.8 萬 | 1.34% | −17−0.4% | 減碼 |
| Diversified Enterprises, LLC | 3,793 | $191.9 萬 | 0.18% | +441+13.2% | 加碼 |
| Accurate Wealth Management, LLC | 3,686 | $192.0 萬 | 0.37% | −90−2.4% | 減碼 |
| Horizon Investment Services, LLC | 3,800 | $192.2 萬 | 0.82% | −410−9.7% | 減碼 |
| Money Concepts Capital Corp | 3,800 | $192.2 萬 | 0.14% | +54+1.4% | 加碼 |
| MWA Asset Management | 3,809 | $192.7 萬 | 1.28% | +93+2.5% | 加碼 |
| Maia Wealth LLC | 3,548 | $192.8 萬 | 0.42% | +300+9.2% | 加碼 |
| Optas, LLC | 3,824 | $193.4 萬 | 0.42% | −207−5.1% | 減碼 |