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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 26,283 | $1,330 萬 | 1.51% | +2,137+8.9% | 加碼 |
| Litman Gregory Asset Management LLC | 26,030 | $1,317 萬 | 1.14% | −61−0.2% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 25,938 | $1,312 萬 | 7.04% | −1,980−7.1% | 減碼 |
| Carnegie Lake Advisors LLC | 25,846 | $1,307 萬 | 5.28% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 25,754 | $1,303 萬 | 0.67% | −665−2.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 25,698 | $1,300 萬 | 0.97% | +1,815+7.6% | 加碼 |
| Wedbush Securities Inc | 25,372 | $1,284 萬 | 0.46% | +5,625+28.5% | 加碼 |
| Somerville Kurt F | 25,368 | $1,283 萬 | 2.15% | +118+0.5% | 加碼 |
| Covington Investment Advisors Inc. | 25,363 | $1,283 萬 | 1.93% | −275−1.1% | 減碼 |
| Capital Investment Advisors, LLC | 25,296 | $1,280 萬 | 0.26% | +2,582+11.4% | 加碼 |
| Americana Partners, LLC | 25,276 | $1,279 萬 | 0.52% | +4,899+24.0% | 加碼 |
| Muhlenkamp & Co Inc | 25,265 | $1,278 萬 | 3.88% | +56+0.2% | 加碼 |
| Hyperion Capital Advisors LP | 25,230 | $1,276 萬 | 6.56% | −397−1.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,223 | $1,276 萬 | 1.34% | +432+1.7% | 加碼 |
| Longbow Finance SA | 25,150 | $1,272 萬 | 1.39% | +1,191+5.0% | 加碼 |
| Janney Capital Management LLC | 25,032 | $1,266 萬 | 0.84% | −955−3.7% | 減碼 |
| Alberta Investment Management Corp | 24,915 | $1,260 萬 | 0.08% | +16,915+211.4% | 加碼 |
| Schmidt P J Investment Management Inc | 24,823 | $1,256 萬 | 2.18% | −713−2.8% | 減碼 |
| Live Oak Private Wealth LLC | 24,791 | $1,254 萬 | 2.11% | −39−0.2% | 減碼 |
| Amica Mutual Insurance Co | 24,776 | $1,253 萬 | 1.28% | 00.0% | 不變 |
| North Point Portfolio Managers Corp | 24,774 | $1,253 萬 | 2.18% | −822−3.2% | 減碼 |
| Summit Financial, LLC | 24,729 | $1,251 萬 | 0.44% | +1,201+5.1% | 加碼 |
| Berger Financial Group, Inc | 24,617 | $1,245 萬 | 0.86% | +120.0% | 加碼 |
| Walleye Capital LLC | 24,449 | $1,237 萬 | 0.12% | −884−3.5% | 減碼 |
| North Star Asset Management Inc | 24,447 | $1,237 萬 | 0.55% | +1,023+4.4% | 加碼 |
| Abner Herrman & Brock LLC | 24,412 | $1,235 萬 | 1.53% | +737+3.1% | 加碼 |
| Bleakley Financial Group, LLC | 24,094 | $1,219 萬 | 0.37% | −1,576−6.1% | 減碼 |
| GF Fund Management Co. Ltd. | 23,992 | $1,214 萬 | 0.27% | +23,992 | 新進 |
| AIA Group Ltd | 23,983 | $1,213 萬 | 0.29% | +4,106+20.7% | 加碼 |
| Wolverine Trading, LLC | 23,872 | $1,212 萬 | 0.27% | +21,127+769.7% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 23,949 | $1,211 萬 | 0.88% | +3,399+16.5% | 加碼 |
| Equitable Holdings, Inc. | 23,909 | $1,209 萬 | 0.12% | −6,534−21.5% | 減碼 |
| Tocqueville Asset Management L.P. | 23,889 | $1,208 萬 | 0.19% | −60.0% | 減碼 |
| Boston Private Wealth LLC | 23,752 | $1,201 萬 | 0.22% | +23,752 | 新進 |
| Procyon Private Wealth Partners, LLC | 23,701 | $1,199 萬 | 0.77% | +2,780+13.3% | 加碼 |
| Sonora Investment Management Group, LLC | 23,514 | $1,189 萬 | 0.91% | +401+1.7% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 23,454 | $1,186 萬 | 1.70% | +23,454 | 新進 |
| Roundview Capital LLC | 23,439 | $1,186 萬 | 0.83% | −1,240−5.0% | 減碼 |
| Davis-Rea Ltd. | 23,438 | $1,186 萬 | 6.00% | +5,575+31.2% | 加碼 |
| Miramar Capital, LLC | 23,425 | $1,185 萬 | 2.83% | +198+0.9% | 加碼 |
| Princeton Global Asset Management LLC | 23,351 | $1,181 萬 | 2.21% | +183+0.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 23,271 | $1,177 萬 | 1.00% | +511+2.2% | 加碼 |
| Running Oak Capital LLC | 23,264 | $1,177 萬 | 1.54% | +2,338+11.2% | 加碼 |
| Greenleaf Trust | 23,242 | $1,176 萬 | 0.11% | +261+1.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 23,193 | $1,173 萬 | 0.75% | +195+0.8% | 加碼 |
| GDS Wealth Management | 23,144 | $1,171 萬 | 1.07% | +1,605+7.5% | 加碼 |
| Anchor Investment Management, LLC | 22,972 | $1,162 萬 | 1.08% | −338−1.5% | 減碼 |
| Robeco Schweiz AG | 22,971 | $1,162 萬 | 0.25% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 22,911 | $1,159 萬 | 0.76% | +3,948+20.8% | 加碼 |
| Plato Investment Management Ltd | 22,812 | $1,158 萬 | 0.85% | −454−2.0% | 減碼 |
| Grimes & Company, Inc. | 22,823 | $1,155 萬 | 0.33% | +234+1.0% | 加碼 |
| Broderick Brian C | 22,761 | $1,151 萬 | 2.26% | +1,264+5.9% | 加碼 |
| Wetherby Asset Management Inc | 22,736 | $1,150 萬 | 0.55% | −1,372−5.7% | 減碼 |
| Cozad Asset Management Inc | 22,709 | $1,149 萬 | 1.07% | +81+0.4% | 加碼 |
| Cary Street Partners Financial LLC | 22,688 | $1,148 萬 | 0.37% | +22,688 | 新進 |
| Governors Lane LP | 22,600 | $1,143 萬 | 1.71% | −6,700−22.9% | 減碼 |
| Fulcrum Capital LLC | 22,561 | $1,141 萬 | 2.39% | +3,202+16.5% | 加碼 |
| High Note Wealth, LLC | 22,546 | $1,141 萬 | 2.97% | −627−2.7% | 減碼 |
| Buckingham Capital Management, Inc. | 22,517 | $1,139 萬 | 1.31% | −1,260−5.3% | 減碼 |
| Dividend Assets Capital, LLC | 22,463 | $1,136 萬 | 2.20% | +680+3.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 22,459 | $1,136 萬 | 0.16% | −730−3.1% | 減碼 |
| Iyo Bank, Ltd. | 22,410 | $1,134 萬 | 3.88% | 00.0% | 不變 |
| WoodTrust Financial Corp | 22,394 | $1,133 萬 | 1.59% | −17−0.1% | 減碼 |
| Advisory Research Inc | 22,378 | $1,132 萬 | 1.88% | −156−0.7% | 減碼 |
| Bourgeon Capital Management LLC | 22,361 | $1,131 萬 | 2.11% | +2,650+13.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 22,281 | $1,127 萬 | 0.82% | +384+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 22,245 | $1,125 萬 | 0.21% | −753−3.3% | 減碼 |
| CAPROCK Group, Inc. | 22,241 | $1,125 萬 | 0.37% | −53−0.2% | 減碼 |
| Sawgrass Asset Management LLC | 22,219 | $1,124 萬 | 1.23% | −9,793−30.6% | 減碼 |
| Brevan Howard Capital Management LP | 22,109 | $1,118 萬 | 0.28% | +14,287+182.7% | 加碼 |
| Churchill Management Corp | 22,046 | $1,115 萬 | 0.12% | −497−2.2% | 減碼 |
| Trexquant Investment LP | 22,023 | $1,114 萬 | 0.13% | +22,023 | 新進 |
| Core Alternative Capital | 22,010 | $1,113 萬 | 2.33% | −1,955−8.2% | 減碼 |
| Savant Capital, LLC | 21,866 | $1,106 萬 | 0.09% | +910+4.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,840 | $1,105 萬 | 0.48% | +86+0.4% | 加碼 |
| Torray LLC | 21,818 | $1,104 萬 | 1.58% | −5,507−20.2% | 減碼 |
| Ascent Group, LLC | 21,805 | $1,103 萬 | 0.83% | +59+0.3% | 加碼 |
| Westpac Banking Corp | 21,593 | $1,092 萬 | 0.72% | −11,794−35.3% | 減碼 |
| Congress Wealth Management LLC | 21,572 | $1,091 萬 | 0.15% | −30,171−58.3% | 減碼 |
| Artemis Investment Management LLP | 21,476 | $1,086 萬 | 0.15% | −40,981−65.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,466 | $1,086 萬 | 1.83% | −30.0% | 減碼 |
| Soltis Investment Advisors LLC | 21,444 | $1,085 萬 | 1.00% | +3,148+17.2% | 加碼 |
| Mission Wealth Management, LP | 21,383 | $1,082 萬 | 0.26% | +235+1.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 21,333 | $1,079 萬 | 0.29% | −666−3.0% | 減碼 |
| Logan Capital Management Inc | 21,178 | $1,071 萬 | 0.45% | −2,042−8.8% | 減碼 |
| Ossiam | 21,127 | $1,069 萬 | 0.18% | +21,056+29,656.3% | 加碼 |
| Richard Bernstein Advisors LLC | 21,062 | $1,065 萬 | 0.24% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 21,053 | $1,065 萬 | 0.20% | −11,947−36.2% | 減碼 |
| DuPont Capital Management Corp | 20,925 | $1,059 萬 | 0.99% | −9,288−30.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 20,850 | $1,055 萬 | 0.85% | +8,066+63.1% | 加碼 |
| Hilltop Holdings Inc. | 20,699 | $1,047 萬 | 0.66% | −370−1.8% | 減碼 |
| Warren Averett Asset Management, LLC | 20,522 | $1,038 萬 | 0.16% | +8,433+69.8% | 加碼 |
| Scholtz & Company, LLC | 20,506 | $1,037 萬 | 4.95% | −875−4.1% | 減碼 |
| Signaturefd, LLC | 20,457 | $1,035 萬 | 0.20% | −1,239−5.7% | 減碼 |
| Haverford Financial Services, Inc. | 20,278 | $1,026 萬 | 3.13% | −2,429−10.7% | 減碼 |
| Greenwich Wealth Management LLC | 20,243 | $1,024 萬 | 0.72% | +46+0.2% | 加碼 |
| Eldred Rock Partners, LLC | 20,195 | $1,023 萬 | 3.51% | +46+0.2% | 加碼 |
| Toth Financial Advisory Corp | 20,204 | $1,022 萬 | 1.20% | +203+1.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,105 | $1,017 萬 | 0.14% | +214+1.1% | 加碼 |
| Pallas Capital Advisors LLC | 20,069 | $1,015 萬 | 0.43% | −85−0.4% | 減碼 |