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 |
|---|---|---|---|---|---|
| Wellington Wealth Strategies, LLC. | 3,643 | $193.5 萬 | 1.77% | −376−9.4% | 減碼 |
| Financial Engines Advisors L.L.C. | 3,835 | $194.0 萬 | 0.00% | +1,428+59.3% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 3,848 | $194.7 萬 | 1.20% | +37+1.0% | 加碼 |
| JSF Financial, LLC | 3,848 | $194.7 萬 | 0.52% | +290+8.2% | 加碼 |
| Strategic Blueprint, LLC | 3,850 | $194.7 萬 | 0.12% | +8+0.2% | 加碼 |
| Menard Financial Group LLC | 3,856 | $195.1 萬 | 1.17% | +4+0.1% | 加碼 |
| BCGM Wealth Management, LLC | 3,858 | $195.2 萬 | 0.62% | +143+3.8% | 加碼 |
| Townsend & Associates, Inc | 3,720 | $195.3 萬 | 0.20% | −32−0.9% | 減碼 |
| Missouri Trust & Investment Co | 3,864 | $195.5 萬 | 0.69% | +723+23.0% | 加碼 |
| SWS Partners | 3,866 | $195.6 萬 | 0.59% | −33−0.8% | 減碼 |
| Fairfield Financial Advisors, LTD | 3,877 | $196.1 萬 | 0.69% | −374−8.8% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,611 | $196.3 萬 | 0.70% | +189+5.5% | 加碼 |
| Hilltop Partners LLC | 3,891 | $196.8 萬 | 0.67% | +820+26.7% | 加碼 |
| Key Financial Inc | 3,892 | $196.9 萬 | 0.45% | +84+2.2% | 加碼 |
| Polar Asset Management Partners Inc. | 3,900 | $197.3 萬 | 0.03% | +3,900 | 新進 |
| Financial Advocates Investment Management | 3,903 | $197.4 萬 | 0.11% | −350−8.2% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $197.5 萬 | 1.33% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 3,918 | $198.2 萬 | 0.85% | −92−2.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,920 | $198.3 萬 | 0.51% | −2,060−34.4% | 減碼 |
| Vista Finance, LLC | 3,927 | $198.6 萬 | 2.04% | −92−2.3% | 減碼 |
| Proquility Private Wealth Partners, LLC | 3,929 | $198.8 萬 | 0.64% | −1,244−24.0% | 減碼 |
| Avantax Planning Partners, Inc. | 3,935 | $199.1 萬 | 0.07% | +250+6.8% | 加碼 |
| IMA Wealth, Inc. | 3,946 | $199.6 萬 | 0.24% | −58−1.4% | 減碼 |
| Correct Capital Wealth Management | 3,948 | $199.7 萬 | 0.40% | +729+22.6% | 加碼 |
| Bowman & Co S.C. | 3,936 | $199.7 萬 | 1.03% | +861+28.0% | 加碼 |
| Maxwell Wealth Strategies Inc. | 3,957 | $200.2 萬 | 0.82% | +85+2.2% | 加碼 |
| First Nebraska Trust Co | 3,962 | $200.4 萬 | 0.19% | 00.0% | 不變 |
| Summit Global Investments | 3,968 | $200.7 萬 | 0.13% | −1,207−23.3% | 減碼 |
| Clayton Financial Group LLC | 3,970 | $200.9 萬 | 0.72% | +1,765+80.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,969 | $200.9 萬 | 0.16% | +1,602+67.7% | 加碼 |
| Platform Technology Partners | 3,975 | $201.1 萬 | 0.61% | −112−2.7% | 減碼 |
| Littlejohn Financial Services, Inc. | 3,978 | $201.2 萬 | 1.80% | +3,978 | 新進 |
| Viking Fund Management LLC | 4,000 | $202.3 萬 | 0.32% | −6,000−60.0% | 減碼 |
| Revolve Wealth Partners, LLC | 4,019 | $203.3 萬 | 0.30% | −176−4.2% | 減碼 |
| Cape Ann Savings Bank | 4,032 | $204.0 萬 | 1.20% | −363−8.3% | 減碼 |
| RMR Wealth Builders | 4,034 | $204.0 萬 | 0.21% | +647+19.1% | 加碼 |
| Catalina Capital Group, LLC | 4,034 | $204.1 萬 | 0.67% | +60+1.5% | 加碼 |
| Ellenbecker Investment Group | 4,047 | $204.7 萬 | 0.37% | −6−0.1% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 4,054 | $205.1 萬 | 0.74% | +671+19.8% | 加碼 |
| Lawson Kroeker Investment Management Inc | 4,081 | $206.4 萬 | 0.39% | 00.0% | 不變 |
| Left Brain Wealth Management, LLC | 4,083 | $206.5 萬 | 0.78% | −136−3.2% | 減碼 |
| U S Wealth Group, LLC. | 4,094 | $207.1 萬 | 1.57% | +4,094 | 新進 |
| Cornerstone Planning, LLC | 4,094 | $207.1 萬 | 0.79% | +4,094 | 新進 |
| Retirement Guys Formula LLC | 4,096 | $207.2 萬 | 1.04% | +41+1.0% | 加碼 |
| Mason & Associates Inc | 4,101 | $207.4 萬 | 0.49% | +17+0.4% | 加碼 |
| NVWM, LLC | 4,101 | $207.5 萬 | 0.52% | +36+0.9% | 加碼 |
| Frisch Financial Group, Inc. | 4,110 | $207.9 萬 | 0.63% | +13+0.3% | 加碼 |
| DRW Securities, LLC | 4,111 | $208.0 萬 | 0.14% | +3,080+298.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,118 | $208.3 萬 | 0.42% | +854+26.2% | 加碼 |
| ABLE Financial Group, LLC | 4,121 | $208.4 萬 | 0.62% | +2,259+121.3% | 加碼 |
| Opal Wealth Advisors, LLC | 4,122 | $208.5 萬 | 0.63% | −413−9.1% | 減碼 |
| Moss Adams Wealth Advisors LLC | 4,122 | $208.5 萬 | 0.22% | −198−4.6% | 減碼 |
| SRS Capital Advisors, Inc. | 4,123 | $208.6 萬 | 0.13% | +1,949+89.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,126 | $208.7 萬 | 0.16% | −100−2.4% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,133 | $209.1 萬 | 0.76% | +193+4.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,135 | $209.1 萬 | 0.31% | −1,932−31.8% | 減碼 |
| Freedom Day Solutions, LLC | 4,145 | $209.6 萬 | 0.63% | −13−0.3% | 減碼 |
| Crestwood Advisors Group LLC | 4,147 | $209.8 萬 | 0.04% | +269+6.9% | 加碼 |
| Empire Financial Management Company, LLC | 4,152 | $210.0 萬 | 0.66% | −64−1.5% | 減碼 |
| Personal Cfo Solutions, LLC | 4,159 | $210.4 萬 | 0.41% | −574−12.1% | 減碼 |
| Oak Associates, Ltd | 4,169 | $210.9 萬 | 0.15% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 3,869 | $211.0 萬 | 1.28% | +3,869 | 新進 |
| Romano Brothers and Company | 4,181 | $211.5 萬 | 0.27% | −55−1.3% | 減碼 |
| Courier Capital LLC | 4,193 | $212.1 萬 | 0.15% | +32+0.8% | 加碼 |
| Vista Investment Management | 4,199 | $212.4 萬 | 0.81% | +129+3.2% | 加碼 |
| RBA Wealth Management, LLC | 4,208 | $212.9 萬 | 0.81% | −776−15.6% | 減碼 |
| FWL Investment Management, LLC | 4,211 | $213.0 萬 | 0.78% | +153+3.8% | 加碼 |
| IFG Advisory, LLC | 4,223 | $213.6 萬 | 0.12% | +31+0.7% | 加碼 |
| Cooper Financial Group | 4,243 | $214.6 萬 | 0.26% | −29−0.7% | 減碼 |
| Eqis Capital Management, Inc. | 4,243 | $214.7 萬 | 0.18% | −173−3.9% | 減碼 |
| Hardy Reed LLC | 4,248 | $214.9 萬 | 0.19% | +15+0.4% | 加碼 |
| Quent Capital, LLC | 4,250 | $215.0 萬 | 0.22% | +140+3.4% | 加碼 |
| Stillwater Wealth Management Group | 4,252 | $215.1 萬 | 1.93% | +4,252 | 新進 |
| Stableford Capital II LLC | 4,260 | $215.5 萬 | 0.85% | +426+11.1% | 加碼 |
| Advisory Alpha, LLC | 4,262 | $215.6 萬 | 0.08% | −18−0.4% | 減碼 |
| Inkwell Capital LLC | 4,266 | $215.8 萬 | 2.31% | +4,266 | 新進 |
| Bigelow Investment Advisors, LLC | 4,269 | $216.0 萬 | 1.01% | −579−11.9% | 減碼 |
| PDS Planning, Inc | 4,274 | $216.2 萬 | 0.19% | −161−3.6% | 減碼 |
| Weaver Capital Management LLC | 4,285 | $216.8 萬 | 0.61% | +84+2.0% | 加碼 |
| Chancellor Financial Group WB LP | 4,289 | $216.9 萬 | 1.75% | +4,289 | 新進 |
| Accretive Wealth Partners, LLC | 4,292 | $217.1 萬 | 0.92% | −15−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,292 | $217.1 萬 | 0.45% | −336−7.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,297 | $217.4 萬 | 0.28% | +518+13.7% | 加碼 |
| Gladius Capital Management LP | 4,302 | $217.6 萬 | 1.25% | −932−17.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 4,315 | $218.3 萬 | 0.16% | −617−12.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 4,319 | $218.5 萬 | 0.74% | −76−1.7% | 減碼 |
| Capital Management Associates, Inc | 4,322 | $218.6 萬 | 0.82% | −230−5.1% | 減碼 |
| Sterling Investment Management, Inc. | 4,327 | $218.9 萬 | 1.72% | −54−1.2% | 減碼 |
| Value Partners Investments Inc. | 4,332 | $219.0 萬 | 1.24% | −7,434−63.2% | 減碼 |
| Aries Wealth Management | 4,341 | $219.6 萬 | 0.60% | −60−1.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,343 | $219.7 萬 | 0.21% | +550+14.5% | 加碼 |
| Radnor Capital Management, LLC | 4,344 | $219.7 萬 | 0.37% | −230−5.0% | 減碼 |
| Northcape Wealth Management, LLC | 4,345 | $219.8 萬 | 0.71% | +37+0.9% | 加碼 |
| MeadowBrook Investment Advisors LLC | 4,351 | $220.1 萬 | 1.95% | −89−2.0% | 減碼 |
| Savvy Advisors, Inc. | 4,352 | $220.2 萬 | 0.26% | +1,040+31.4% | 加碼 |
| Parsons Capital Management Inc | 4,352 | $220.2 萬 | 0.12% | −449−9.4% | 減碼 |
| Stablepoint Partners, LLC | 4,356 | $220.4 萬 | 0.40% | −1,099−20.1% | 減碼 |
| Monte Financial Group, LLC | 4,370 | $221.1 萬 | 0.95% | −17−0.4% | 減碼 |
| Centric Wealth Management | 4,380 | $221.6 萬 | 0.60% | −3,479−44.3% | 減碼 |
| Nwam LLC | 4,386 | $221.9 萬 | 0.14% | +188+4.5% | 加碼 |