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 |
|---|---|---|---|---|---|
| Sone Capital Management, LLC | 12,958 | $655.5 萬 | 0.83% | +12,958 | 新進 |
| Syon Capital LLC | 12,954 | $655.3 萬 | 0.59% | −931−6.7% | 減碼 |
| Argonautica Private Wealth Management, Inc | 12,942 | $654.7 萬 | 2.11% | −90−0.7% | 減碼 |
| Community Financial Services Group, LLC | 12,937 | $654.4 萬 | 1.30% | +634+5.2% | 加碼 |
| Primecap Management Co | 12,920 | $653.6 萬 | 0.01% | −103,544−88.9% | 減碼 |
| Lindbrook Capital, LLC | 12,849 | $650.0 萬 | 0.59% | −264−2.0% | 減碼 |
| Plancorp, LLC | 12,805 | $647.8 萬 | 0.27% | +1,711+15.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 12,784 | $646.7 萬 | 0.29% | +1,668+15.0% | 加碼 |
| Ashburton (Jersey) Ltd | 12,762 | $645.6 萬 | 2.85% | +12,482+4,457.9% | 加碼 |
| Persistent Asset Partners Ltd | 11,824 | $641.4 萬 | 5.49% | +11,824 | 新進 |
| Asset Planning Services Inc | 12,680 | $641.4 萬 | 3.13% | +215+1.7% | 加碼 |
| Point72 (DIFC) Ltd | 12,678 | $641.3 萬 | 0.58% | +12,678 | 新進 |
| Little House Capital LLC | 12,629 | $638.9 萬 | 1.83% | −750−5.6% | 減碼 |
| Farther Finance Advisors, LLC | 12,598 | $637.3 萬 | 0.23% | +67+0.5% | 加碼 |
| River Wealth Advisors LLC | 12,578 | $636.3 萬 | 0.84% | +1,105+9.6% | 加碼 |
| Essex Financial Services, Inc. | 12,564 | $635.5 萬 | 0.45% | −655−5.0% | 減碼 |
| Prosperity Consulting Group, LLC | 12,535 | $634.1 萬 | 0.48% | +46+0.4% | 加碼 |
| Diversify Wealth Management, LLC | 12,166 | $633.5 萬 | 0.49% | +1,678+16.0% | 加碼 |
| Sivik Global Healthcare LLC | 12,500 | $632.3 萬 | 3.50% | +12,500 | 新進 |
| Ulland Investment Advisors, LLC | 12,485 | $631.6 萬 | 4.03% | +153+1.2% | 加碼 |
| Legacy Advisors, LLC | 12,431 | $628.8 萬 | 0.61% | −34−0.3% | 減碼 |
| KCM Investment Advisors LLC | 12,431 | $628.8 萬 | 0.22% | −8,049−39.3% | 減碼 |
| HBK Sorce Advisory LLC | 12,423 | $628.4 萬 | 0.19% | −215−1.7% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,379 | $626.2 萬 | 0.20% | +40.0% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,375 | $626.0 萬 | 1.55% | −320−2.5% | 減碼 |
| Western Wealth Management, LLC | 12,315 | $622.9 萬 | 0.33% | +555+4.7% | 加碼 |
| Rockline Wealth Management, LLC | 12,305 | $622.5 萬 | 1.66% | +192+1.6% | 加碼 |
| Nations Financial Group Inc, | 12,237 | $619.0 萬 | 0.45% | −204−1.6% | 減碼 |
| Timber Creek Capital Management LLC | 12,232 | $618.8 萬 | 1.79% | +197+1.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 12,230 | $618.7 萬 | 0.51% | +190+1.6% | 加碼 |
| Lake Street Advisors Group, LLC | 12,223 | $618.3 萬 | 0.28% | −174−1.4% | 減碼 |
| City Holding Co | 12,222 | $618.2 萬 | 0.88% | +522+4.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 12,216 | $618.0 萬 | 0.45% | +147+1.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 12,185 | $616.4 萬 | 0.38% | −4,096−25.2% | 減碼 |
| Proequities, Inc. | 11,790 | $612.8 萬 | 0.35% | −28−0.2% | 減碼 |
| Brown Shipley& Co Ltd | 12,099 | $612.0 萬 | 3.04% | −2,456−16.9% | 減碼 |
| Empire Life Investments Inc. | 12,095 | $611.8 萬 | 0.38% | −2,430−16.7% | 減碼 |
| PKO Investment Management Joint-Stock Co | 12,089 | $611.5 萬 | 0.76% | +2,400+24.8% | 加碼 |
| Simplify Asset Management Inc. | 12,057 | $609.9 萬 | 0.42% | −8,315−40.8% | 減碼 |
| Bollard Group LLC | 12,049 | $609.5 萬 | 0.17% | +5,221+76.5% | 加碼 |
| Waldron Private Wealth LLC | 12,045 | $609.3 萬 | 0.25% | +160+1.3% | 加碼 |
| Harbour Capital Advisors, LLC | 11,858 | $608.3 萬 | 1.36% | −9−0.1% | 減碼 |
| Culbertson A N & Co Inc | 12,009 | $607.5 萬 | 0.97% | −107−0.9% | 減碼 |
| Jupiter Asset Management Ltd | 12,007 | $607.4 萬 | 0.06% | −6,536−35.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 12,001 | $607.0 萬 | 0.25% | +551+4.8% | 加碼 |
| Field & Main Bank | 11,995 | $606.8 萬 | 2.13% | −128−1.1% | 減碼 |
| Marshall & Sullivan Inc | 11,992 | $606.6 萬 | 2.96% | +10+0.1% | 加碼 |
| First Interstate Bank | 11,987 | $606.4 萬 | 0.37% | −317−2.6% | 減碼 |
| IHT Wealth Management, LLC | 11,843 | $599.1 萬 | 0.19% | +274+2.4% | 加碼 |
| Nikulski Financial, Inc. | 11,832 | $598.5 萬 | 1.76% | +408+3.6% | 加碼 |
| Perkins Coie Trust Co | 11,775 | $595.6 萬 | 1.31% | −214−1.8% | 減碼 |
| Charter Trust Co | 11,768 | $595.3 萬 | 0.39% | −777−6.2% | 減碼 |
| Lee Danner & Bass Inc | 11,726 | $593.2 萬 | 0.47% | −915−7.2% | 減碼 |
| Weatherly Asset Management L. P. | 11,707 | $592.2 萬 | 0.53% | −290−2.4% | 減碼 |
| Bogart Wealth, LLC | 11,669 | $590.3 萬 | 0.28% | +30.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,660 | $589.8 萬 | 0.61% | +11,660 | 新進 |
| JCIC Asset Management Inc. | 11,654 | $589.5 萬 | 2.39% | +263+2.3% | 加碼 |
| Atlantic Trust, LLC | 11,623 | $587.9 萬 | 1.27% | +565+5.1% | 加碼 |
| Equitable Trust Co | 11,590 | $586.3 萬 | 0.33% | +699+6.4% | 加碼 |
| HGK Asset Management Inc | 11,524 | $583.0 萬 | 1.07% | +1,344+13.2% | 加碼 |
| GeoWealth Management, LLC | 11,508 | $582.2 萬 | 0.19% | −844−6.8% | 減碼 |
| Barbara Oil Co. | 11,500 | $581.7 萬 | 2.41% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 11,470 | $580.2 萬 | 0.18% | −705−5.8% | 減碼 |
| Lynch Asset Management, Inc. | 11,450 | $579.2 萬 | 2.35% | +50+0.4% | 加碼 |
| Montag A & Associates Inc | 11,396 | $576.5 萬 | 0.27% | −30.0% | 減碼 |
| Chatham Capital Group, Inc. | 11,262 | $569.7 萬 | 0.94% | +60+0.5% | 加碼 |
| Quadrant Capital Group LLC | 11,247 | $568.9 萬 | 0.39% | −225−2.0% | 減碼 |
| Ayrshire Capital Management LLC | 11,232 | $568.2 萬 | 2.77% | +244+2.2% | 加碼 |
| Asset Dedication, LLC | 11,227 | $567.9 萬 | 0.45% | −2,526−18.4% | 減碼 |
| Inspire Trust Co, N.A. | 11,200 | $566.6 萬 | 1.45% | +2,098+23.0% | 加碼 |
| West Branch Capital LLC | 11,170 | $565.0 萬 | 1.80% | +162+1.5% | 加碼 |
| Keeler Thomas Management LLC | 11,131 | $563.1 萬 | 2.01% | −198−1.7% | 減碼 |
| Chicago Trust Co NA | 11,104 | $561.7 萬 | 0.99% | −1,373−11.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,089 | $560.9 萬 | 0.60% | −578−5.0% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 11,088 | $560.9 萬 | 1.62% | +291+2.7% | 加碼 |
| Capital Analysts, LLC | 11,046 | $558.7 萬 | 0.22% | +111+1.0% | 加碼 |
| Coastline Trust Co | 11,039 | $558.4 萬 | 0.65% | −692−5.9% | 減碼 |
| Carderock Capital Management Inc | 11,038 | $558.4 萬 | 1.40% | −376−3.3% | 減碼 |
| Sowell Financial Services LLC | 11,033 | $558.1 萬 | 0.29% | +50.0% | 加碼 |
| Lountzis Asset Management, LLC | 11,031 | $558.0 萬 | 2.36% | −414−3.6% | 減碼 |
| Mirador Capital Partners LP | 10,978 | $555.3 萬 | 1.01% | −84−0.8% | 減碼 |
| Rench Wealth Management, Inc. | 10,972 | $555.0 萬 | 1.89% | −423−3.7% | 減碼 |
| Sandhill Capital Partners LLC | 10,967 | $554.8 萬 | 0.43% | −56−0.5% | 減碼 |
| Acropolis Investment Management, LLC | 10,920 | $552.4 萬 | 0.33% | −207−1.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 10,895 | $551.1 萬 | 0.74% | −165−1.5% | 減碼 |
| CX Institutional | 10,853 | $549.0 萬 | 0.22% | +103+1.0% | 加碼 |
| Allen Capital Group, LLC | 10,852 | $549.0 萬 | 0.67% | +515+5.0% | 加碼 |
| Buckingham Strategic Partners | 10,832 | $548.0 萬 | 0.09% | +3,938+57.1% | 加碼 |
| Fulton Bank, N.A. | 10,819 | $547.3 萬 | 0.21% | +647+6.4% | 加碼 |
| Qtron Investments LLC | 10,803 | $546.5 萬 | 0.77% | −413−3.7% | 減碼 |
| Brentview Investment Management LLC | 10,801 | $546.4 萬 | 3.10% | +10,801 | 新進 |
| Fidelis Capital Partners, LLC | 9,956 | $545.8 萬 | 0.55% | +1,600+19.1% | 加碼 |
| Northern Oak Wealth Management Inc | 10,744 | $543.5 萬 | 0.69% | −512−4.5% | 減碼 |
| Stonebridge Financial Group, LLC | 10,726 | $542.6 萬 | 0.60% | +10,726 | 新進 |
| J. W. Coons Advisors, LLC | 10,725 | $542.6 萬 | 1.39% | −20−0.2% | 減碼 |
| Bristlecone Advisors, LLC | 10,705 | $541.5 萬 | 0.42% | −43−0.4% | 減碼 |
| Dynasty Wealth Management, LLC | 10,691 | $540.8 萬 | 0.09% | −165−1.5% | 減碼 |
| S.E.E.D. Planning Group LLC | 10,685 | $540.5 萬 | 1.80% | +918+9.4% | 加碼 |
| Independence Bank of Kentucky | 10,675 | $540.0 萬 | 0.83% | +81+0.8% | 加碼 |
| MainStreet Investment Advisors LLC | 10,659 | $539.2 萬 | 0.76% | −203−1.9% | 減碼 |