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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 34,534 | $1,747 萬 | 0.67% | +160.0% | 加碼 |
| Shelton Capital Management | 34,200 | $1,730 萬 | 0.43% | +4,182+13.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 33,869 | $1,713 萬 | 0.67% | −2,101−5.8% | 減碼 |
| Stephens Inc | 33,845 | $1,712 萬 | 0.24% | −8,601−20.3% | 減碼 |
| WSFS Capital Management, LLC | 33,843 | $1,712 萬 | 0.92% | −4,412−11.5% | 減碼 |
| Garrison Bradford & Associates Inc | 33,798 | $1,710 萬 | 17.91% | −226−0.7% | 減碼 |
| Level Four Advisory Services, LLC | 33,760 | $1,708 萬 | 0.70% | −391−1.1% | 減碼 |
| Hutchinson Capital Management | 33,503 | $1,695 萬 | 3.20% | +173+0.5% | 加碼 |
| QV Investors Inc. | 33,304 | $1,685 萬 | 1.74% | −28,130−45.8% | 減碼 |
| Resources Investment Advisors, LLC. | 33,289 | $1,684 萬 | 0.20% | +3,056+10.1% | 加碼 |
| Alpha Cubed Investments, LLC | 33,054 | $1,672 萬 | 0.76% | −52,895−61.5% | 減碼 |
| Stonebridge Capital Advisors LLC | 32,634 | $1,651 萬 | 1.33% | +1,369+4.4% | 加碼 |
| Raub Brock Capital Management LP | 32,629 | $1,651 萬 | 3.51% | +393+1.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 32,400 | $1,639 萬 | 0.62% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 32,394 | $1,639 萬 | 0.28% | −2,106−6.1% | 減碼 |
| CCM Investment Advisers LLC | 32,346 | $1,636 萬 | 1.81% | +2,288+7.6% | 加碼 |
| Chesley Taft & Associates LLC | 32,129 | $1,625 萬 | 0.75% | +258+0.8% | 加碼 |
| La Banque Postale Asset Management SA | 32,038 | $1,621 萬 | 0.22% | −33,579−51.2% | 減碼 |
| Park Avenue Securities LLC | 32,034 | $1,621 萬 | 0.17% | +1,412+4.6% | 加碼 |
| Empirical Finance, LLC | 31,818 | $1,610 萬 | 0.93% | −405−1.3% | 減碼 |
| Venturi Wealth Management, LLC | 31,753 | $1,606 萬 | 0.79% | +2,770+9.6% | 加碼 |
| Univest Financial Corp | 31,713 | $1,604 萬 | 1.01% | −649−2.0% | 減碼 |
| Apollon Wealth Management, LLC | 31,534 | $1,595 萬 | 0.37% | +1,824+6.1% | 加碼 |
| National Asset Management, Inc. | 31,405 | $1,589 萬 | 0.52% | −6,820−17.8% | 減碼 |
| Engineers Gate Manager LP | 31,379 | $1,587 萬 | 0.28% | +31,379 | 新進 |
| Callan Family Office, LLC | 31,361 | $1,586 萬 | 1.01% | +27,963+822.9% | 加碼 |
| Spire Wealth Management | 31,333 | $1,585 萬 | 0.49% | +31,333 | 新進 |
| Marks Group Wealth Management, Inc | 31,226 | $1,580 萬 | 1.56% | +720+2.4% | 加碼 |
| Bryn Mawr Trust Co | 31,168 | $1,577 萬 | 0.28% | +2,282+7.9% | 加碼 |
| New Age Alpha Advisors, LLC | 31,073 | $1,572 萬 | 0.64% | +31,052+147,866.7% | 加碼 |
| Bragg Financial Advisors, Inc | 31,032 | $1,570 萬 | 0.64% | −1,262−3.9% | 減碼 |
| YHB Investment Advisors, Inc. | 31,002 | $1,568 萬 | 1.29% | +178+0.6% | 加碼 |
| Washington Trust Bank | 30,892 | $1,563 萬 | 1.50% | −1,439−4.5% | 減碼 |
| Axxcess Wealth Management, LLC | 30,891 | $1,563 萬 | 0.39% | −64−0.2% | 減碼 |
| Advisory Services Network, LLC | 30,840 | $1,560 萬 | 0.29% | −162−0.5% | 減碼 |
| Groupe la Francaise | 29,483 | $1,557 萬 | 0.40% | +29,483 | 新進 |
| Segment Wealth Management, LLC | 30,746 | $1,555 萬 | 1.06% | +547+1.8% | 加碼 |
| Petredis Investment Advisors LLC | 30,685 | $1,552 萬 | 1.60% | −832−2.6% | 減碼 |
| Abn Amro Investment Solutions | 30,407 | $1,538 萬 | 0.29% | −3,194−9.5% | 減碼 |
| Adell Harriman & Carpenter Inc | 30,267 | $1,531 萬 | 1.07% | −1,422−4.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 30,115 | $1,523 萬 | 1.03% | +1,273+4.4% | 加碼 |
| King Wealth | 30,097 | $1,523 萬 | 2.22% | +815+2.8% | 加碼 |
| Foyston, Gordon, & Payne Inc | 30,094 | $1,522 萬 | 4.03% | −6,095−16.8% | 減碼 |
| Simplex Trading, LLC | 30,088 | $1,522 萬 | 0.43% | +30,088 | 新進 |
| BDF-Gestion | 30,050 | $1,520 萬 | 1.57% | +2,002+7.1% | 加碼 |
| Bright Rock Capital Management, LLC | 30,000 | $1,518 萬 | 3.24% | 00.0% | 不變 |
| Moore Capital Management, LP | 30,000 | $1,518 萬 | 0.28% | +15,000+100.0% | 加碼 |
| Meridian Wealth Management, LLC | 29,810 | $1,508 萬 | 0.71% | −1,352−4.3% | 減碼 |
| Edgar Lomax Co | 29,755 | $1,505 萬 | 0.97% | −590−1.9% | 減碼 |
| RiverFront Investment Group, LLC | 29,711 | $1,503 萬 | 0.34% | +2,208+8.0% | 加碼 |
| First Foundation Advisors | 29,492 | $1,492 萬 | 0.56% | −1,470−4.7% | 減碼 |
| LGT Group Foundation | 29,488 | $1,492 萬 | 0.23% | +11,026+59.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,220 | $1,478 萬 | 0.33% | −47−0.2% | 減碼 |
| Alaska Permanent Fund Corp | 29,174 | $1,476 萬 | 0.22% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 29,154 | $1,475 萬 | 0.14% | +4,178+16.7% | 加碼 |
| Capital International Sarl | 29,124 | $1,473 萬 | 0.34% | −1,045−3.5% | 減碼 |
| American National Bank | 29,001 | $1,467 萬 | 1.64% | +2,315+8.7% | 加碼 |
| L1 Capital International Pty Ltd | 28,921 | $1,463 萬 | 4.49% | +6,097+26.7% | 加碼 |
| Altrafin AG | 28,791 | $1,456 萬 | 5.05% | +3,956+15.9% | 加碼 |
| Tower Bridge Advisors | 28,657 | $1,450 萬 | 1.54% | −366−1.3% | 減碼 |
| Wallington Asset Management, LLC | 28,551 | $1,444 萬 | 2.09% | −7,482−20.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 28,512 | $1,442 萬 | 1.31% | +252+0.9% | 加碼 |
| Bell Asset Management Ltd | 28,496 | $1,441 萬 | 2.63% | +922+3.3% | 加碼 |
| Payden & Rygel | 28,380 | $1,436 萬 | 1.24% | +23,800+519.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 28,360 | $1,435 萬 | 0.06% | +3,507+14.1% | 加碼 |
| S&CO Inc | 28,360 | $1,435 萬 | 0.97% | +323+1.2% | 加碼 |
| Gluskin Sheff & Assoc Inc | 28,310 | $1,432 萬 | 1.72% | −5,140−15.4% | 減碼 |
| Moran Wealth Management, LLC | 28,229 | $1,428 萬 | 0.46% | −488−1.7% | 減碼 |
| Baader Bank INC | 28,148 | $1,424 萬 | 1.31% | −5,985−17.5% | 減碼 |
| Tri Locum Partners LP | 28,115 | $1,422 萬 | 2.95% | +28,115 | 新進 |
| Dakota Wealth Management | 27,908 | $1,412 萬 | 0.33% | −439−1.5% | 減碼 |
| German American Bancorp, Inc. | 27,864 | $1,410 萬 | 1.48% | −6,251−18.3% | 減碼 |
| Liontrust Investment Partners LLP | 27,821 | $1,407 萬 | 0.20% | +27,821 | 新進 |
| Middleton & Co Inc | 27,815 | $1,407 萬 | 1.55% | −802−2.8% | 減碼 |
| Two Sigma Advisers, LP | 27,800 | $1,406 萬 | 0.03% | +27,800 | 新進 |
| Waycross Partners, LLC | 27,794 | $1,406 萬 | 1.82% | +658+2.4% | 加碼 |
| McRae Capital Management Inc | 27,762 | $1,404 萬 | 2.75% | +85+0.3% | 加碼 |
| ARS Wealth Advisors Group, LLC | 27,646 | $1,398 萬 | 1.92% | +165+0.6% | 加碼 |
| Mirabella Financial Services LLP | 27,627 | $1,398 萬 | 1.28% | +27,224+6,755.3% | 加碼 |
| Kornitzer Capital Management Inc | 27,627 | $1,398 萬 | 0.27% | −1,470−5.1% | 減碼 |
| Overbrook Management Corp | 27,613 | $1,397 萬 | 3.01% | −1,219−4.2% | 減碼 |
| Allstate Corp | 27,480 | $1,390 萬 | 0.41% | +26,644+3,187.1% | 加碼 |
| Coldstream Capital Management Inc | 27,382 | $1,385 萬 | 0.30% | +660+2.5% | 加碼 |
| Heritage Trust Co | 27,342 | $1,383 萬 | 1.63% | +27,342 | 新進 |
| 11 Capital Partners LP | 27,150 | $1,373 萬 | 5.64% | +2,100+8.4% | 加碼 |
| Alps Advisors Inc | 27,032 | $1,367 萬 | 0.09% | −125−0.5% | 減碼 |
| HighPoint Advisor Group LLC | 25,915 | $1,367 萬 | 0.74% | −5,567−17.7% | 減碼 |
| Addenda Capital Inc. | 27,003 | $1,366 萬 | 0.48% | +1,416+5.5% | 加碼 |
| Pioneer Trust Bank N A | 26,957 | $1,364 萬 | 3.43% | −137−0.5% | 減碼 |
| Prospera Financial Services Inc | 26,940 | $1,363 萬 | 0.32% | +8,014+42.3% | 加碼 |
| Sienna Gestion | 26,936 | $1,362 萬 | 0.92% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 26,745 | $1,353 萬 | 0.16% | +2,917+12.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 26,714 | $1,351 萬 | 0.12% | +2,650+11.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 26,612 | $1,346 萬 | 0.39% | +56+0.2% | 加碼 |
| Neville Rodie & Shaw Inc | 26,591 | $1,345 萬 | 0.98% | −862−3.1% | 減碼 |
| BNP Paribas | 26,546 | $1,343 萬 | 0.55% | +1,399+5.6% | 加碼 |
| Howe & Rusling Inc | 26,553 | $1,343 萬 | 1.16% | −3,848−12.7% | 減碼 |
| Carlson Capital Management | 26,524 | $1,342 萬 | 0.59% | −1,415−5.1% | 減碼 |
| Brookstone Capital Management | 26,444 | $1,338 萬 | 0.19% | +2,155+8.9% | 加碼 |
| Principal Securities, Inc. | 26,354 | $1,333 萬 | 0.30% | +2,628+11.1% | 加碼 |