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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 18,700 | $1,014 萬 | 0.48% | −761−3.9% | 減碼 |
| TCTC Holdings, LLC | 20,008 | $1,012 萬 | 0.36% | −312−1.5% | 減碼 |
| Ardsley Advisory Partners LP | 20,000 | $1,012 萬 | 1.96% | +20,000 | 新進 |
| Parkman Healthcare Partners LLC | 20,000 | $1,012 萬 | 1.35% | +20,000 | 新進 |
| Tran Capital Management, L.P. | 19,875 | $1,005 萬 | 1.14% | +575+3.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 19,760 | $999.6 萬 | 0.30% | +1,427+7.8% | 加碼 |
| XTX Topco Ltd | 19,706 | $996.8 萬 | 0.84% | +19,706 | 新進 |
| Guardian Partners Inc. | 18,971 | $995.1 萬 | 1.01% | +18,971 | 新進 |
| Evoke Wealth, LLC | 19,622 | $992.6 萬 | 0.28% | −622−3.1% | 減碼 |
| NBT Bank N A | 19,585 | $990.8 萬 | 0.69% | −777−3.8% | 減碼 |
| Pictet North America Advisors SA | 19,517 | $987.3 萬 | 0.94% | +132+0.7% | 加碼 |
| Ascent Wealth Partners, LLC | 19,485 | $985.7 萬 | 1.33% | +142+0.7% | 加碼 |
| Global Retirement Partners, LLC | 19,436 | $983.2 萬 | 0.28% | +386+2.0% | 加碼 |
| Aurdan Capital Management, LLC | 19,333 | $978.0 萬 | 3.75% | +19,333 | 新進 |
| Stokes Capital Advisors, LLC | 19,302 | $976.4 萬 | 2.52% | −188−1.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 19,210 | $971.9 萬 | 2.10% | +441+2.3% | 加碼 |
| APG Asset Management US Inc. | 19,083 | $965.3 萬 | 0.07% | −6,826−26.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 19,081 | $965.2 萬 | 0.59% | −205−1.1% | 減碼 |
| Strong Tower Advisory Services | 19,062 | $964.3 萬 | 2.52% | +482+2.6% | 加碼 |
| Twin Capital Management Inc | 18,964 | $959.3 萬 | 1.05% | +1,621+9.3% | 加碼 |
| TD Private Client Wealth LLC | 18,959 | $959.1 萬 | 0.27% | −385−2.0% | 減碼 |
| Mirabaud & Cie SA | 18,925 | $957.3 萬 | 3.08% | −282−1.5% | 減碼 |
| Davidson Investment Advisors | 18,857 | $953.9 萬 | 0.46% | +18,857 | 新進 |
| GLOBALT Investments LLC | 18,793 | $950.7 萬 | 0.36% | +5,890+45.6% | 加碼 |
| Gotham Asset Management, LLC | 18,741 | $948.0 萬 | 0.09% | +1,980+11.8% | 加碼 |
| Mattern Capital Management, LLC | 18,713 | $946.6 萬 | 1.23% | −229−1.2% | 減碼 |
| Whitford Management LLC | 18,675 | $944.7 萬 | 2.79% | +10,950+141.7% | 加碼 |
| Mutual Advisors, LLC | 18,465 | $942.8 萬 | 0.27% | −2,370−11.4% | 減碼 |
| Evexia Wealth LLC | 17,883 | $942.5 萬 | 3.19% | −46−0.3% | 減碼 |
| Forbes J M & Co LLP | 18,595 | $940.6 萬 | 0.91% | +44+0.2% | 加碼 |
| LMR Partners LLP | 18,562 | $939.0 萬 | 0.16% | +12,475+204.9% | 加碼 |
| Motco | 18,548 | $938.3 萬 | 0.96% | −129−0.7% | 減碼 |
| Cullinan Associates Inc | 18,498 | $935.7 萬 | 0.60% | +950+5.4% | 加碼 |
| Wedge Capital Management L L P | 18,464 | $934.0 萬 | 0.17% | −94−0.5% | 減碼 |
| J. Safra Sarasin Holding AG | 18,406 | $931.1 萬 | 0.16% | +3,163+20.8% | 加碼 |
| James Investment Research Inc | 18,406 | $931.1 萬 | 1.11% | −561−3.0% | 減碼 |
| Biondo Investment Advisors, LLC | 18,381 | $929.8 萬 | 1.28% | +358+2.0% | 加碼 |
| Bank of Nova Scotia Trust Co | 18,376 | $929.6 萬 | 0.98% | −300−1.6% | 減碼 |
| Unison Asset Management LLC | 18,291 | $925.3 萬 | 4.54% | +1,405+8.3% | 加碼 |
| Ocean Capital Management, LLC | 18,138 | $917.6 萬 | 2.00% | +1,895+11.7% | 加碼 |
| Woodmont Investment Counsel LLC | 18,101 | $915.6 萬 | 0.68% | −2,791−13.4% | 減碼 |
| Zions Bancorporation, N.A. | 18,093 | $915.3 萬 | 0.58% | +2,503+16.1% | 加碼 |
| Red Door Wealth Management, LLC | 17,972 | $909.1 萬 | 1.39% | +1,149+6.8% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,969 | $909.0 萬 | 1.34% | +2,631+17.2% | 加碼 |
| Morse Asset Management, Inc | 17,964 | $908.7 萬 | 2.08% | +371+2.1% | 加碼 |
| FourThought Financial Partners, LLC | 17,959 | $908.5 萬 | 0.94% | −159−0.9% | 減碼 |
| Wealth Advisory Solutions, LLC | 17,847 | $902.8 萬 | 2.53% | −32−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 17,840 | $902.5 萬 | 0.44% | −4,366−19.7% | 減碼 |
| Venture Visionary Partners LLC | 17,784 | $899.6 萬 | 0.38% | −122−0.7% | 減碼 |
| Perigon Wealth Management, LLC | 17,614 | $899.3 萬 | 0.22% | +3,969+29.1% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 17,727 | $896.7 萬 | 2.48% | +331+1.9% | 加碼 |
| Citizens National Bank Trust Department | 17,716 | $896.2 萬 | 1.90% | −73−0.4% | 減碼 |
| Stonegate Investment Group, LLC | 17,655 | $893.1 萬 | 0.24% | +663+3.9% | 加碼 |
| Bearing Point Capital, LLC | 17,647 | $892.7 萬 | 1.86% | +17,647 | 新進 |
| Evergreen Capital Management LLC | 17,645 | $892.6 萬 | 0.29% | −425−2.4% | 減碼 |
| Great Waters Wealth Management | 17,584 | $889.5 萬 | 1.14% | −289−1.6% | 減碼 |
| Ledyard National Bank | 17,540 | $887.3 萬 | 0.83% | +873+5.2% | 加碼 |
| Chronos Wealth Management, LLC | 17,537 | $887.1 萬 | 4.53% | +28+0.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 17,514 | $886.0 萬 | 0.23% | +17,514 | 新進 |
| EFG Asset Management (Americas) Corp. | 17,505 | $885.5 萬 | 1.72% | −1,280−6.8% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 17,454 | $882.9 萬 | 2.19% | −548−3.0% | 減碼 |
| GHP Investment Advisors, Inc. | 17,433 | $881.9 萬 | 0.41% | +387+2.3% | 加碼 |
| Checchi Capital Advisers, LLC | 17,423 | $881.4 萬 | 0.66% | +4,274+32.5% | 加碼 |
| Matrix Asset Advisors Inc | 17,411 | $880.8 萬 | 0.96% | −7,112−29.0% | 減碼 |
| Marietta Wealth Management, LLC | 17,393 | $879.8 萬 | 1.26% | +970+5.9% | 加碼 |
| Caldwell Trust Co | 17,361 | $878.2 萬 | 0.92% | −1,411−7.5% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 17,332 | $876.8 萬 | 1.78% | +7,374+74.1% | 加碼 |
| Profund Advisors LLC | 17,295 | $874.9 萬 | 0.32% | −1,651−8.7% | 減碼 |
| Rothschild Capital Partners, LLC | 17,266 | $873.4 萬 | 2.12% | +1,160+7.2% | 加碼 |
| Synergy Financial Management, LLC | 16,075 | $873.3 萬 | 0.68% | +8,305+106.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,261 | $873.2 萬 | 0.28% | −338−1.9% | 減碼 |
| Cohen Klingenstein LLC | 17,200 | $870.1 萬 | 0.30% | −10,500−37.9% | 減碼 |
| Security National Bank | 17,154 | $867.8 萬 | 1.24% | −225−1.3% | 減碼 |
| Elk River Wealth Management, LLC | 17,133 | $866.7 萬 | 1.57% | −104−0.6% | 減碼 |
| Ballentine Partners, LLC | 17,102 | $865.1 萬 | 0.15% | −229−1.3% | 減碼 |
| Meeder Advisory Services, Inc. | 17,092 | $864.6 萬 | 0.54% | +668+4.1% | 加碼 |
| St Germain D J Co Inc | 17,084 | $864.2 萬 | 0.39% | −172−1.0% | 減碼 |
| Los Angeles Capital Management LLC | 17,046 | $862.3 萬 | 0.04% | −307,958−94.8% | 減碼 |
| Verdence Capital Advisors LLC | 17,037 | $861.8 萬 | 0.69% | +80+0.5% | 加碼 |
| Unigestion Holding SA | 17,015 | $860.7 萬 | 0.50% | −21,044−55.3% | 減碼 |
| Spirepoint Private Client, LLC | 16,981 | $859.0 萬 | 1.08% | +1,248+7.9% | 加碼 |
| Atlantic Union Bankshares Corp | 16,883 | $854.0 萬 | 0.50% | −683−3.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 16,863 | $853.0 萬 | 0.62% | +759+4.7% | 加碼 |
| Ritholtz Wealth Management | 16,634 | $841.5 萬 | 0.25% | −1,757−9.6% | 減碼 |
| Blue Edge Capital, LLC | 16,601 | $839.8 萬 | 1.32% | −41−0.2% | 減碼 |
| Pacific Capital Partners Ltd | 16,535 | $836.4 萬 | 4.92% | +2,500+17.8% | 加碼 |
| Earnest Partners LLC | 16,534 | $836.4 萬 | 0.04% | −3,687−18.2% | 減碼 |
| Goelzer Investment Management, Inc. | 16,532 | $836.3 萬 | 0.49% | +1,535+10.2% | 加碼 |
| Winmill & Co. Inc | 16,475 | $833.4 萬 | 2.70% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 16,380 | $828.6 萬 | 0.85% | +10+0.1% | 加碼 |
| Avitas Wealth Management LLC | 16,358 | $827.5 萬 | 1.14% | −178−1.1% | 減碼 |
| Icon Wealth Advisors, LLC | 16,349 | $827.0 萬 | 0.68% | −1,984−10.8% | 減碼 |
| RNC Capital Management LLC | 16,337 | $826.4 萬 | 0.44% | −1,491−8.4% | 減碼 |
| Colonial Trust Co | 16,326 | $825.8 萬 | 1.23% | +100+0.6% | 加碼 |
| Blue Fin Capital, Inc. | 16,319 | $825.5 萬 | 1.52% | −73−0.4% | 減碼 |
| Stolper Co | 16,311 | $825.1 萬 | 2.75% | +36+0.2% | 加碼 |
| Busey Wealth Management | 16,271 | $823.1 萬 | 0.27% | −43−0.3% | 減碼 |
| Fundamentun, LLC | 16,255 | $822.3 萬 | 0.49% | −594−3.5% | 減碼 |
| Cape Cod Five Cents Savings Bank | 14,057 | $821.9 萬 | 0.73% | 00.0% | 不變 |
| IFP Advisors, Inc | 16,227 | $821.1 萬 | 0.27% | +413+2.6% | 加碼 |