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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 4,396 | $222.4 萬 | 0.79% | −30−0.7% | 減碼 |
| Trueblood Wealth Management, LLC | 4,397 | $222.4 萬 | 1.10% | −58−1.3% | 減碼 |
| Finivi Inc. | 4,404 | $222.8 萬 | 1.78% | −122−2.7% | 減碼 |
| Voya Financial Advisors, Inc. | 4,393 | $223.1 萬 | 0.24% | −6−0.1% | 減碼 |
| Park Place Capital Corp | 4,413 | $223.2 萬 | 0.62% | −15−0.3% | 減碼 |
| Cottage Street Advisors LLC | 4,414 | $223.3 萬 | 1.16% | −572−11.5% | 減碼 |
| Oak Asset Management, LLC | 4,414 | $223.3 萬 | 0.83% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 4,426 | $223.9 萬 | 1.87% | −938−17.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 3,673 | $224.1 萬 | 0.29% | +609+19.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,433 | $224.2 萬 | 0.34% | +161+3.8% | 加碼 |
| First Business Financial Services, Inc. | 4,437 | $224.5 萬 | 0.22% | +67+1.5% | 加碼 |
| Okabena Investment Services Inc | 4,440 | $224.6 萬 | 0.62% | 00.0% | 不變 |
| First National Advisers, LLC | 4,443 | $224.8 萬 | 0.36% | +66+1.5% | 加碼 |
| MONECO Advisors, LLC | 4,455 | $225.3 萬 | 0.24% | −3,921−46.8% | 減碼 |
| L.M. Kohn & Company | 4,455 | $225.4 萬 | 0.58% | −582−11.6% | 減碼 |
| Hartford Financial Management Inc. | 4,456 | $225.4 萬 | 0.46% | −81−1.8% | 減碼 |
| Financial Perspectives, Inc | 4,459 | $225.6 萬 | 0.76% | +300+7.2% | 加碼 |
| Generali Investments, Management Co LLC | 4,464 | $225.8 萬 | 0.58% | +4,464 | 新進 |
| Magnolia Capital Advisors LLC | 4,465 | $225.9 萬 | 0.58% | +2,654+146.5% | 加碼 |
| Aaron Wealth Advisors | 4,468 | $226.0 萬 | 0.26% | +318+7.7% | 加碼 |
| Quadcap Wealth Management, LLC | 4,478 | $226.5 萬 | 0.33% | −111−2.4% | 減碼 |
| Catalyst Financial Partners LLC | 4,479 | $226.6 萬 | 0.43% | +15+0.3% | 加碼 |
| Anb Bank | 4,485 | $226.9 萬 | 1.00% | +4,485 | 新進 |
| Interchange Capital Partners, LLC | 4,493 | $227.1 萬 | 0.82% | −230−4.9% | 減碼 |
| Applied Capital LLC | 4,493 | $227.3 萬 | 1.79% | −21−0.5% | 減碼 |
| Flavin Financial Services, Inc. | 4,496 | $227.4 萬 | 2.16% | +4,496 | 新進 |
| Aspiriant, LLC | 4,498 | $227.5 萬 | 0.08% | +16+0.4% | 加碼 |
| SilverOak Wealth Management LLC | 4,504 | $227.8 萬 | 0.49% | −9−0.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 4,555 | $230.4 萬 | 0.24% | −6,014−56.9% | 減碼 |
| Marcum Wealth, LLC | 4,559 | $230.6 萬 | 0.20% | −66−1.4% | 減碼 |
| GTS Securities LLC | 4,560 | $230.7 萬 | 0.11% | −991−17.9% | 減碼 |
| Eisler Capital Management Ltd. | 4,576 | $230.8 萬 | 0.08% | +4,576 | 新進 |
| MOKAN Wealth Management Inc. | 4,571 | $231.4 萬 | 1.47% | +4,571 | 新進 |
| Aft, Forsyth & Sober, LLC | 4,575 | $231.4 萬 | 0.75% | 00.0% | 不變 |
| Sierra Capital LLC | 4,576 | $231.5 萬 | 0.27% | −87−1.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 4,592 | $232.3 萬 | 0.31% | −546−10.6% | 減碼 |
| Forefront Wealth Management Inc. | 4,595 | $232.4 萬 | 2.14% | +4,595 | 新進 |
| Chesapeake Wealth Management | 4,596 | $232.5 萬 | 0.80% | −57−1.2% | 減碼 |
| Fielder Capital Group LLC | 4,613 | $233.4 萬 | 0.73% | −20.0% | 減碼 |
| Cahill Financial Advisors Inc | 4,615 | $233.5 萬 | 0.32% | −61−1.3% | 減碼 |
| Byrne Financial Freedom, LLC | 4,622 | $233.8 萬 | 1.04% | +4,622 | 新進 |
| JNBA Financial Advisors | 4,632 | $234.3 萬 | 0.24% | −54−1.2% | 減碼 |
| RFG Advisory, LLC | 4,635 | $234.4 萬 | 0.07% | +150+3.3% | 加碼 |
| Cypress Advisory Group LLC | 4,636 | $234.5 萬 | 2.16% | +4,636 | 新進 |
| Alaethes Wealth LLC | 4,647 | $235.1 萬 | 0.84% | +33+0.7% | 加碼 |
| Hall Capital Management Co Inc | 4,648 | $235.1 萬 | 1.10% | +4,648 | 新進 |
| Papamarkou Wellner Asset Management inc. | 4,655 | $235.5 萬 | 1.63% | +4,655 | 新進 |
| WP Advisors, LLC | 4,657 | $235.6 萬 | 0.78% | +29+0.6% | 加碼 |
| Secure Asset Management, LLC | 4,659 | $235.7 萬 | 0.36% | +462+11.0% | 加碼 |
| Court Place Advisors, LLC | 4,659 | $235.7 萬 | 0.76% | −30−0.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 4,661 | $235.8 萬 | 0.50% | −39−0.8% | 減碼 |
| CFM Wealth Partners LLC | 4,666 | $236.0 萬 | 0.40% | +270+6.1% | 加碼 |
| TigerOak Management, L.L.C. | 4,667 | $236.1 萬 | 0.86% | +4,667 | 新進 |
| Tyche Wealth Partners LLC | 4,683 | $236.9 萬 | 0.50% | +318+7.3% | 加碼 |
| Brown Financial Advisors | 4,688 | $237.1 萬 | 0.95% | −54−1.1% | 減碼 |
| Hilltop National Bank | 4,716 | $238.6 萬 | 0.72% | −29−0.6% | 減碼 |
| BigSur Wealth Management LLC | 4,718 | $238.7 萬 | 0.68% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 4,719 | $238.7 萬 | 0.64% | −20.0% | 減碼 |
| Evelyn Partners Asset Management Ltd | 4,722 | $238.9 萬 | 0.64% | +4,722 | 新進 |
| Boomfish Wealth Group, LLC | 4,726 | $239.1 萬 | 1.45% | +159+3.5% | 加碼 |
| TrinityPoint Wealth, LLC | 4,733 | $239.4 萬 | 0.34% | −42−0.9% | 減碼 |
| Oarsman Capital, Inc. | 4,743 | $240.0 萬 | 0.42% | +649+15.9% | 加碼 |
| Sig Brokerage, LP | 4,756 | $240.6 萬 | 1.13% | +4,756 | 新進 |
| Dohj, LLC | 4,789 | $242.3 萬 | 0.56% | +97+2.1% | 加碼 |
| Great Diamond Partners, LLC | 4,797 | $242.7 萬 | 0.63% | −10.0% | 減碼 |
| OneAscent Financial Services LLC | 4,800 | $242.8 萬 | 0.21% | +1,572+48.7% | 加碼 |
| Ninety One SA (PTY) Ltd | 4,822 | $243.9 萬 | 0.54% | −3,042−38.7% | 減碼 |
| Oakworth Capital, Inc. | 4,835 | $244.6 萬 | 0.17% | +377+8.5% | 加碼 |
| Elwood Capital Partners LP | 4,837 | $244.7 萬 | 3.46% | +4,837 | 新進 |
| Harvey Investment Co LLC | 4,841 | $244.9 萬 | 0.28% | +190+4.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,684 | $245.2 萬 | 0.39% | −1,956−29.5% | 減碼 |
| Eads & Heald Wealth Management | 4,857 | $245.7 萬 | 1.21% | −45−0.9% | 減碼 |
| Means Investment Co., Inc. | 4,862 | $245.9 萬 | 0.26% | +262+5.7% | 加碼 |
| Criterion Capital Advisors, LLC | 4,833 | $246.1 萬 | 1.55% | 00.0% | 不變 |
| Fosun International Ltd | 4,868 | $246.3 萬 | 0.77% | −3,333−40.6% | 減碼 |
| CNB Bank | 4,870 | $246.4 萬 | 1.14% | +173+3.7% | 加碼 |
| Wrapmanager Inc | 4,872 | $246.5 萬 | 0.63% | −193−3.8% | 減碼 |
| Triangle Securities Wealth Management | 4,887 | $247.2 萬 | 0.63% | +767+18.6% | 加碼 |
| Apexium Financial, LP | 4,894 | $247.6 萬 | 0.15% | −127−2.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,895 | $247.6 萬 | 1.18% | +469+10.6% | 加碼 |
| Greater Midwest Financial Group, LLC | 4,897 | $247.7 萬 | 1.57% | +351+7.7% | 加碼 |
| Moser Wealth Advisors, LLC | 4,900 | $247.9 萬 | 1.29% | −40−0.8% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,919 | $248.8 萬 | 0.93% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 4,936 | $249.7 萬 | 0.30% | −458−8.5% | 減碼 |
| LM Advisors LLC | 4,953 | $250.6 萬 | 0.45% | +465+10.4% | 加碼 |
| Magnus Financial Group LLC | 4,973 | $251.6 萬 | 0.24% | −40−0.8% | 減碼 |
| Manhattan West Asset Management, LLC | 4,985 | $252.2 萬 | 0.68% | +224+4.7% | 加碼 |
| KP Management LLC | 5,000 | $252.9 萬 | 0.89% | −1,500−23.1% | 減碼 |
| Schear Investment Advisers, LLC | 5,013 | $253.6 萬 | 1.35% | +117+2.4% | 加碼 |
| Cidel Asset Management Inc | 5,013 | $253.6 萬 | 0.17% | +209+4.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,013 | $253.6 萬 | 0.20% | −2,285−31.3% | 減碼 |
| ROI Financial Advisors, LLC | 5,031 | $254.5 萬 | 1.73% | −216−4.1% | 減碼 |
| Tealwood Asset Management Inc | 5,069 | $256.4 萬 | 1.06% | +101+2.0% | 加碼 |
| Paralel Advisors LLC | 5,079 | $256.9 萬 | 0.11% | +464+10.1% | 加碼 |
| Fairbanks Capital Management, Inc. | 5,081 | $257.0 萬 | 1.60% | −2,395−32.0% | 減碼 |
| Harmony Asset Management LLC | 5,096 | $257.8 萬 | 1.02% | −110−2.1% | 減碼 |
| Simon Quick Advisors, LLC | 5,101 | $258.1 萬 | 0.15% | −33−0.6% | 減碼 |
| Circle Wealth Management, LLC | 5,118 | $258.9 萬 | 0.06% | +13+0.3% | 加碼 |
| Formidable Asset Management, LLC | 5,129 | $259.5 萬 | 0.43% | −188−3.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,133 | $259.7 萬 | 0.07% | −223−4.2% | 減碼 |