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 |
|---|---|---|---|---|---|
| Umpqua Bank | 5,902 | $320.9 萬 | 1.11% | +461+8.5% | 加碼 |
| DF Dent & Co Inc | 6,355 | $321.5 萬 | 0.04% | −17−0.3% | 減碼 |
| Rice Partnership, LLC | 6,389 | $323.2 萬 | 0.62% | +204+3.3% | 加碼 |
| Rothschild Investment LLC | 6,399 | $323.7 萬 | 0.21% | +146+2.3% | 加碼 |
| L & S Advisors Inc | 6,412 | $324.4 萬 | 0.36% | −13−0.2% | 減碼 |
| Westover Capital Advisors, LLC | 6,414 | $324.5 萬 | 0.71% | −40−0.6% | 減碼 |
| Insigneo Advisory Services, LLC | 6,417 | $324.6 萬 | 0.34% | −3,360−34.4% | 減碼 |
| Royal Capital Wealth Management, LLC | 6,418 | $324.6 萬 | 2.28% | −58−0.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 6,426 | $325.1 萬 | 0.20% | −1,925−23.1% | 減碼 |
| Sava Infond d.o.o. | 6,450 | $326.3 萬 | 0.58% | +6,450 | 新進 |
| Diversify Advisory Services, LLC | 6,283 | $327.2 萬 | 0.18% | −2,132−25.3% | 減碼 |
| Joel Isaacson & Co., LLC | 6,468 | $327.2 萬 | 0.15% | +662+11.4% | 加碼 |
| Daymark Wealth Partners, LLC | 116,253 | $327.3 萬 | 0.14% | −414−0.4% | 減碼 |
| Chung Wu Investment Group, LLC | 6,473 | $327.4 萬 | 3.30% | +6,473 | 新進 |
| PACK Private Wealth, LLC | 6,482 | $327.9 萬 | 1.93% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 6,486 | $328.1 萬 | 0.24% | −413−6.0% | 減碼 |
| Quinn Opportunity Partners LLC | 6,500 | $328.8 萬 | 0.24% | +6,500 | 新進 |
| Miracle Mile Advisors, LLC | 6,509 | $329.3 萬 | 0.07% | −1,930−22.9% | 減碼 |
| Himension Fund | 6,528 | $330.2 萬 | 0.23% | +6,528 | 新進 |
| David Loasby | 6,350 | $330.6 萬 | 0.30% | −55−0.9% | 減碼 |
| Costello Asset Management, INC | 6,545 | $331.1 萬 | 2.19% | −140−2.1% | 減碼 |
| Sage Mountain Advisors LLC | 6,546 | $331.1 萬 | 0.24% | +1,323+25.3% | 加碼 |
| Portside Wealth Group, LLC | 6,552 | $331.4 萬 | 0.55% | −3,078−32.0% | 減碼 |
| Somerset Trust Co | 6,573 | $332.5 萬 | 1.25% | +310+4.9% | 加碼 |
| Snider Financial Group | 6,580 | $332.8 萬 | 1.03% | +938+16.6% | 加碼 |
| Cassaday & Co Wealth Management LLC | 6,596 | $333.7 萬 | 0.09% | +569+9.4% | 加碼 |
| Bay Rivers Group | 6,610 | $334.4 萬 | 1.62% | +1,887+40.0% | 加碼 |
| Signet Investment Advisory Group, Inc. | 6,623 | $335.0 萬 | 1.71% | +136+2.1% | 加碼 |
| Brasada Capital Management, LP | 6,195 | $335.2 萬 | 0.60% | +225+3.8% | 加碼 |
| First Horizon Advisors, Inc. | 6,652 | $336.5 萬 | 0.09% | +194+3.0% | 加碼 |
| Arete Wealth Advisors, LLC | 6,682 | $337.7 萬 | 0.24% | +1,681+33.6% | 加碼 |
| Pathway Financial Advisers, LLC | 6,676 | $337.7 萬 | 1.14% | +10.0% | 加碼 |
| Greenline Partners, LLC | 6,687 | $338.3 萬 | 0.47% | 00.0% | 不變 |
| Delta Investment Management, LLC | 6,696 | $338.7 萬 | 0.66% | +4,191+167.3% | 加碼 |
| Berkshire Bank | 6,705 | $339.2 萬 | 0.79% | −21−0.3% | 減碼 |
| Piscataqua Savings Bank | 6,733 | $340.6 萬 | 2.93% | −297−4.2% | 減碼 |
| Modern Wealth Management, LLC | 6,770 | $342.4 萬 | 0.13% | +319+4.9% | 加碼 |
| Te Ahumairangi Investment Management Ltd | 6,776 | $342.8 萬 | 0.72% | −1,000−12.9% | 減碼 |
| Harbour Investments, Inc. | 6,802 | $344.1 萬 | 0.10% | +203+3.1% | 加碼 |
| Barings LLC | 6,803 | $344.1 萬 | 0.08% | +643+10.4% | 加碼 |
| SLT Holdings LLC | 6,838 | $345.9 萬 | 3.28% | +6,838 | 新進 |
| Brady Family Wealth, LLC | 6,852 | $346.6 萬 | 1.06% | +236+3.6% | 加碼 |
| Birch Capital Management, LLC | 6,854 | $346.7 萬 | 1.75% | −203−2.9% | 減碼 |
| Nilsine Partners, LLC | 6,855 | $346.8 萬 | 0.37% | +93+1.4% | 加碼 |
| R.H. Investment Group, LLC | 6,885 | $348.3 萬 | 3.28% | +6,885 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,916 | $349.8 萬 | 0.10% | +133+2.0% | 加碼 |
| Bensler, LLC | 6,923 | $350.2 萬 | 0.42% | −155−2.2% | 減碼 |
| S&T Bank | 6,955 | $351.8 萬 | 1.12% | −731−9.5% | 減碼 |
| Sargent Investment Group, LLC | 6,507 | $352.1 萬 | 0.58% | +1,772+37.4% | 加碼 |
| Founders Financial Securities LLC | 6,969 | $352.5 萬 | 0.32% | +10+0.1% | 加碼 |
| Berbice Capital Management LLC | 7,001 | $354.2 萬 | 2.84% | +7,001 | 新進 |
| Norden Group LLC | 7,003 | $354.3 萬 | 0.40% | −1,847−20.9% | 減碼 |
| Banco de Sabadell, S.A | 7,006 | $354.6 萬 | 2.78% | +92+1.3% | 加碼 |
| CBOE Vest Financial, LLC | 7,043 | $356.3 萬 | 0.06% | +1,204+20.6% | 加碼 |
| Clarius Group, LLC | 7,053 | $356.8 萬 | 0.24% | +441+6.7% | 加碼 |
| Financial Advisory Service, Inc. | 7,054 | $356.8 萬 | 0.30% | −1,205−14.6% | 減碼 |
| RiverPark Advisors, LLC | 7,051 | $357.0 萬 | 2.87% | +180+2.6% | 加碼 |
| Community Bank, N.A. | 7,068 | $357.5 萬 | 0.46% | −700−9.0% | 減碼 |
| Elgethun Capital Management | 7,080 | $358.2 萬 | 0.87% | +60+0.9% | 加碼 |
| Valley Brook Capital Group | 7,088 | $358.6 萬 | 2.68% | −61−0.9% | 減碼 |
| Condor Capital Management | 7,088 | $358.6 萬 | 0.32% | −33−0.5% | 減碼 |
| Pinnacle West Asset Management, Inc. | 7,105 | $359.4 萬 | 2.57% | −25−0.4% | 減碼 |
| Exor Capital LLP | 7,110 | $359.7 萬 | 0.10% | +7,110 | 新進 |
| AlphaCentric Advisors LLC | 7,123 | $360.3 萬 | 3.60% | +7,123 | 新進 |
| Flagship Harbor Advisors, LLC | 7,139 | $361.1 萬 | 0.19% | +267+3.9% | 加碼 |
| BFSG, LLC | 7,176 | $363.0 萬 | 0.42% | −140−1.9% | 減碼 |
| Confluence Wealth Services, Inc. | 6,868 | $363.8 萬 | 0.24% | +789+13.0% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 7,196 | $364.0 萬 | 0.71% | +7,196 | 新進 |
| Wright Investors Service Inc | 7,201 | $364.3 萬 | 1.18% | −4,912−40.6% | 減碼 |
| Studio Investment Management LLC | 7,218 | $365.1 萬 | 0.78% | −933−11.4% | 減碼 |
| Orleans Capital Management Corp | 6,839 | $365.1 萬 | 2.04% | −470−6.4% | 減碼 |
| Wambolt & Associates, LLC | 7,222 | $365.4 萬 | 1.17% | −1,235−14.6% | 減碼 |
| MPS Loria Financial Planners, LLC | 7,229 | $365.7 萬 | 1.08% | +35+0.5% | 加碼 |
| Viawealth, LLC | 7,242 | $366.4 萬 | 2.21% | −136−1.8% | 減碼 |
| Atomi Financial Group, Inc. | 7,247 | $366.6 萬 | 0.19% | +432+6.3% | 加碼 |
| Delta Capital Management LLC | 7,250 | $366.7 萬 | 2.09% | +60+0.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 7,275 | $368.0 萬 | 0.29% | +938+14.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 7,284 | $368.5 萬 | 0.13% | +1,764+32.0% | 加碼 |
| Avestar Capital, LLC | 7,304 | $369.5 萬 | 0.34% | +518+7.6% | 加碼 |
| Bell Bank | 7,324 | $370.5 萬 | 0.28% | +142+2.0% | 加碼 |
| Private Trust Co NA | 7,331 | $370.8 萬 | 0.38% | −408−5.3% | 減碼 |
| Joseph Group Capital Management | 7,408 | $374.7 萬 | 1.48% | +998+15.6% | 加碼 |
| AdvisorNet Financial, Inc | 7,423 | $375.5 萬 | 0.31% | −169−2.2% | 減碼 |
| Valmark Advisers, Inc. | 7,430 | $375.9 萬 | 0.06% | +491+7.1% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,433 | $376.0 萬 | 1.47% | +153+2.1% | 加碼 |
| Waterloo Capital, L.P. | 7,443 | $376.5 萬 | 0.40% | −138−1.8% | 減碼 |
| Capital Asset Advisory Services LLC | 7,343 | $376.7 萬 | 0.19% | +760+11.5% | 加碼 |
| Roanoke Asset Management Corp | 7,462 | $377.5 萬 | 1.22% | 00.0% | 不變 |
| Farmers National Bank | 7,466 | $377.7 萬 | 1.10% | +7,466 | 新進 |
| Edgestream Partners, L.P. | 7,470 | $377.9 萬 | 0.16% | −264−3.4% | 減碼 |
| WMS Partners, LLC | 7,493 | $379.0 萬 | 0.21% | +455+6.5% | 加碼 |
| Principle Wealth Partners LLC | 7,522 | $380.5 萬 | 0.27% | −40−0.5% | 減碼 |
| Accredited Investors Inc. | 7,535 | $381.2 萬 | 0.22% | −284−3.6% | 減碼 |
| Concord Asset Management, LLC | 7,547 | $381.8 萬 | 0.84% | +245+3.4% | 加碼 |
| Solidarilty Wealth, LLC | 7,548 | $381.8 萬 | 0.99% | −351−4.4% | 減碼 |
| Concord Wealth Partners | 7,562 | $382.5 萬 | 0.63% | +502+7.1% | 加碼 |
| Occidental Asset Management, LLC | 7,571 | $383.0 萬 | 0.60% | +574+8.2% | 加碼 |
| Arrow Financial Corp | 7,576 | $383.2 萬 | 0.36% | −19−0.3% | 減碼 |
| Chemistry Wealth Management LLC | 7,609 | $384.9 萬 | 0.90% | +61+0.8% | 加碼 |
| Shayne & Co., LLC | 7,654 | $387.2 萬 | 1.01% | −330−4.1% | 減碼 |