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 |
|---|---|---|---|---|---|
| Country Club Bank | 5,129 | $260.5 萬 | 0.17% | −176−3.3% | 減碼 |
| Aventura Private Wealth, LLC | 5,154 | $260.7 萬 | 1.40% | +5,154 | 新進 |
| Boston Family Office LLC | 5,158 | $260.9 萬 | 0.18% | −33−0.6% | 減碼 |
| Wealth Alliance | 5,158 | $260.9 萬 | 0.31% | −268−4.9% | 減碼 |
| Journey Strategic Wealth LLC | 5,159 | $261.0 萬 | 0.10% | −69−1.3% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,162 | $261.1 萬 | 1.49% | +249+5.1% | 加碼 |
| My Legacy Advisors, LLC | 4,812 | $261.5 萬 | 1.01% | +78+1.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,192 | $262.6 萬 | 0.39% | −280−5.1% | 減碼 |
| Red Cedar Investment Management, LLC | 5,195 | $262.8 萬 | 0.33% | 00.0% | 不變 |
| Trust Point Inc. | 5,205 | $263.3 萬 | 0.18% | +796+18.1% | 加碼 |
| Hartford Funds Management Co LLC | 5,217 | $263.9 萬 | 0.24% | −133−2.5% | 減碼 |
| Canopy Partners, LLC | 5,244 | $265.3 萬 | 1.01% | +794+17.8% | 加碼 |
| Blue Square Asset Management, LLC | 5,245 | $265.3 萬 | 1.32% | +127+2.5% | 加碼 |
| Richwood Investment Advisors, LLC | 5,247 | $265.4 萬 | 2.21% | +20+0.4% | 加碼 |
| Kathmere Capital Management, LLC | 5,258 | $266.0 萬 | 0.24% | −236−4.3% | 減碼 |
| Marion Wealth Management | 5,261 | $266.1 萬 | 0.71% | +129+2.5% | 加碼 |
| B&L Asset Management LLC | 5,279 | $267.0 萬 | 1.69% | −1,157−18.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 35,652 | $268.5 萬 | 0.47% | +8,312+30.4% | 加碼 |
| Victrix Investment Advisors | 5,316 | $268.9 萬 | 1.94% | +5,316 | 新進 |
| Mather Group, LLC. | 5,319 | $269.1 萬 | 0.03% | +198+3.9% | 加碼 |
| Manchester Capital Management LLC | 5,321 | $269.2 萬 | 0.31% | −40−0.7% | 減碼 |
| Welch & Forbes LLC | 5,322 | $269.2 萬 | 0.03% | +284+5.6% | 加碼 |
| Harbour Investment Management LLC | 5,381 | $272.2 萬 | 1.19% | −2,235−29.3% | 減碼 |
| Smithfield Trust Co | 5,382 | $273.7 萬 | 0.14% | −1,118−17.2% | 減碼 |
| Cetera Trust Company, N.A | 5,415 | $273.9 萬 | 1.78% | −250−4.4% | 減碼 |
| RB Capital Management, LLC | 5,415 | $273.9 萬 | 0.64% | +34+0.6% | 加碼 |
| TFR Capital, LLC. | 5,436 | $275.0 萬 | 1.37% | +5,436 | 新進 |
| KKM Financial LLC | 5,439 | $275.1 萬 | 1.15% | +206+3.9% | 加碼 |
| Elefante Mark B | 5,452 | $275.8 萬 | 2.52% | +5,452 | 新進 |
| Counterweight Ventures, LLC | 5,475 | $277.0 萬 | 1.96% | +89+1.7% | 加碼 |
| Van Cleef Asset Management,Inc | 5,503 | $278.4 萬 | 0.31% | −5−0.1% | 減碼 |
| Palumbo Wealth Management LLC | 5,505 | $278.5 萬 | 1.04% | +628+12.9% | 加碼 |
| Strategic Financial Services, Inc, | 5,519 | $279.2 萬 | 0.17% | −14−0.3% | 減碼 |
| AIMZ Investment Advisors, LLC | 5,531 | $279.8 萬 | 0.97% | −100−1.8% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,545 | $280.5 萬 | 0.43% | −134−2.4% | 減碼 |
| Renasant Bank | 5,549 | $280.7 萬 | 1.82% | −326−5.5% | 減碼 |
| Conscious Wealth Investments, LLC | 5,507 | $280.7 萬 | 1.90% | +232+4.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,597 | $283.1 萬 | 0.47% | +98+1.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 5,603 | $283.4 萬 | 1.14% | −120−2.1% | 減碼 |
| Wealth Architects, LLC | 5,609 | $283.7 萬 | 0.32% | −85−1.5% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 5,610 | $284.6 萬 | 0.53% | −1,981−26.1% | 減碼 |
| Shorepoint Capital Partners LLC | 5,633 | $285.0 萬 | 0.65% | −3,312−37.0% | 減碼 |
| Lecap Asset Management Ltd | 5,633 | $285.0 萬 | 0.77% | +4,622+457.2% | 加碼 |
| Glen Eagle Advisors, LLC | 5,643 | $285.5 萬 | 0.47% | −980−14.8% | 減碼 |
| Ted Buchan & Co | 5,671 | $286.9 萬 | 1.35% | +1,393+32.6% | 加碼 |
| Osprey Private Wealth LLC | 5,675 | $287.1 萬 | 2.00% | +835+17.3% | 加碼 |
| Berry Wealth Group, LP | 5,702 | $288.4 萬 | 2.08% | +337+6.3% | 加碼 |
| Bayesian Capital Management, LP | 5,707 | $288.7 萬 | 0.35% | +5,707 | 新進 |
| Rehmann Capital Advisory Group | 5,756 | $291.2 萬 | 0.18% | +137+2.4% | 加碼 |
| V-Square Quantitative Management LLC | 5,762 | $291.5 萬 | 0.41% | +416+7.8% | 加碼 |
| Anderson Hoagland & Co | 5,723 | $291.7 萬 | 0.30% | −54−0.9% | 減碼 |
| Shepherd Financial Partners LLC | 5,776 | $292.2 萬 | 0.35% | −100−1.7% | 減碼 |
| Cunning Capital Partners, LP | 5,780 | $292.4 萬 | 1.80% | 00.0% | 不變 |
| Cherokee Insurance Co | 5,800 | $293.4 萬 | 1.33% | +5,800 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,812 | $294.0 萬 | 0.97% | +2,584+80.0% | 加碼 |
| Paragon Advisors, LLC | 5,818 | $294.3 萬 | 1.01% | −910−13.5% | 減碼 |
| Ami Investment Management Inc | 5,819 | $294.4 萬 | 0.96% | +758+15.0% | 加碼 |
| Trust Co of Toledo NA | 5,824 | $294.6 萬 | 0.39% | +170+3.0% | 加碼 |
| Accent Capital Management, LLC | 5,843 | $295.6 萬 | 1.69% | −1,123−16.1% | 減碼 |
| Second Line Capital, LLC | 5,849 | $295.9 萬 | 0.80% | +812+16.1% | 加碼 |
| Fagan Associates, Inc. | 5,852 | $296.0 萬 | 0.47% | −140−2.3% | 減碼 |
| Transcend Wealth Collective, LLC | 5,856 | $296.2 萬 | 0.21% | −2,658−31.2% | 減碼 |
| Rossmore Private Capital | 5,860 | $296.4 萬 | 0.37% | 00.0% | 不變 |
| Northside Capital Management, LLC | 5,863 | $296.6 萬 | 0.79% | 00.0% | 不變 |
| Skopos Labs, Inc. | 5,870 | $296.9 萬 | 0.88% | −342−5.5% | 減碼 |
| Sepio Capital, LP | 5,871 | $297.0 萬 | 0.24% | −197−3.2% | 減碼 |
| Davidson Capital Management Inc. | 5,876 | $297.2 萬 | 0.78% | +289+5.2% | 加碼 |
| Whitener Capital Management, Inc. | 5,884 | $297.6 萬 | 0.83% | +130+2.3% | 加碼 |
| Greenfield Savings Bank | 5,887 | $297.8 萬 | 1.43% | −60−1.0% | 減碼 |
| Gryphon Financial Partners LLC | 5,891 | $298.0 萬 | 0.43% | −57−1.0% | 減碼 |
| Cullen Investment Group, Ltd. | 5,906 | $298.7 萬 | 0.44% | +2,515+74.2% | 加碼 |
| Gifford Fong Associates | 5,918 | $299.4 萬 | 0.73% | 00.0% | 不變 |
| BKM Wealth Management, LLC | 5,927 | $299.8 萬 | 1.23% | +454+8.3% | 加碼 |
| Sentinel Trust Co Lba | 5,951 | $301.0 萬 | 0.35% | +261+4.6% | 加碼 |
| Patten Group, Inc. | 5,961 | $301.5 萬 | 0.67% | +282+5.0% | 加碼 |
| Parkside Financial Bank & Trust | 5,971 | $302.0 萬 | 0.40% | +107+1.8% | 加碼 |
| Affiance Financial, LLC | 5,978 | $302.4 萬 | 0.72% | +16+0.3% | 加碼 |
| Foster & Motley Inc | 5,982 | $302.6 萬 | 0.20% | −107−1.8% | 減碼 |
| Dover Advisors, LLC | 5,995 | $303.3 萬 | 1.74% | −583−8.9% | 減碼 |
| Fortis Group Advisors, LLC | 6,042 | $305.6 萬 | 0.57% | +57+1.0% | 加碼 |
| Keel Point, LLC | 6,046 | $305.9 萬 | 0.24% | +379+6.7% | 加碼 |
| Parisi Gray Wealth Management | 6,068 | $306.9 萬 | 0.98% | −717−10.6% | 減碼 |
| Stonebrook Private Inc. | 6,071 | $307.1 萬 | 0.80% | +618+11.3% | 加碼 |
| Agp Franklin, LLC | 6,072 | $307.2 萬 | 1.87% | +6,072 | 新進 |
| Grove Bank & Trust | 6,090 | $308.1 萬 | 0.43% | −1,039−14.6% | 減碼 |
| Brown Miller Wealth Management, LLC | 6,110 | $309.1 萬 | 1.19% | −26−0.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,141 | $310.6 萬 | 0.20% | −73,696−92.3% | 減碼 |
| SBI Securities Co., Ltd. | 6,148 | $311.0 萬 | 0.10% | +6,148 | 新進 |
| Insight Wealth Strategies, LLC | 6,195 | $313.4 萬 | 0.42% | −197−3.1% | 減碼 |
| 111 Capital | 6,195 | $313.4 萬 | 0.66% | +6,195 | 新進 |
| Baer Investment Advisory LLC | 4,065 | $314.4 萬 | 4.70% | +4,065 | 新進 |
| SPC Financial, Inc. | 6,228 | $315.1 萬 | 0.27% | +4,730+315.8% | 加碼 |
| Financial Advisory Partners, LLC | 6,235 | $315.4 萬 | 1.05% | −38−0.6% | 減碼 |
| Channel Wealth LLC | 6,257 | $316.5 萬 | 1.03% | −1,029−14.1% | 減碼 |
| Weiss Asset Management LP | 6,283 | $317.8 萬 | 0.07% | +6,283 | 新進 |
| Strategic Advisors LLC | 6,291 | $318.2 萬 | 0.58% | +212+3.5% | 加碼 |
| Impact Capital Partners LLC | 6,299 | $318.6 萬 | 1.13% | +6,299 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 6,304 | $318.9 萬 | 1.43% | +352+5.9% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,306 | $319.0 萬 | 1.33% | −18−0.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 6,307 | $319.1 萬 | 0.67% | −2,346−27.1% | 減碼 |