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。
2021 年第 2 季 13F 持有人
UnitedHealth Group Inc 在 2021/6/30 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
- 2,592
- 較 2021 年第 1 季 +101 家
- 持有股數
- 8.24 億
- 較 2021 年第 1 季 −23.0 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 1 季 +$239.6 億 (+7.8%)
- 新進機構
- 173
- 另有 1,162 家加碼
- 清倉機構
- 72
- 另有 935 家減碼
另有 25 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 12,753 | $510.7 萬 | 0.34% | −2,840−18.2% | 減碼 |
| Integrated Wealth Concepts LLC | 12,747 | $510.5 萬 | 0.18% | +365+2.9% | 加碼 |
| Montag A & Associates Inc | 12,652 | $506.6 萬 | 0.27% | −293−2.3% | 減碼 |
| J. W. Coons Advisors, LLC | 12,643 | $505.9 萬 | 1.79% | −259−2.0% | 減碼 |
| HGK Asset Management Inc | 12,631 | $505.8 萬 | 1.61% | −801−6.0% | 減碼 |
| Chicago Trust Co NA | 12,594 | $504.4 萬 | 1.19% | +3,149+33.3% | 加碼 |
| Exchange Traded Concepts, LLC | 12,550 | $502.6 萬 | 0.16% | +12,550 | 新進 |
| Frontier Wealth Management LLC | 12,510 | $500.9 萬 | 0.35% | +685+5.8% | 加碼 |
| Asio Capital, LLC | 12,492 | $500.2 萬 | 1.77% | +289+2.4% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,405 | $496.7 萬 | 0.25% | +30+0.2% | 加碼 |
| Berkshire Asset Management LLC | 12,378 | $495.7 萬 | 0.33% | +2,435+24.5% | 加碼 |
| Banco de Sabadell, S.A | 12,351 | $495.0 萬 | 3.30% | −49,596−80.1% | 減碼 |
| Marietta Wealth Management, LLC | 12,323 | $493.4 萬 | 1.11% | +1,159+10.4% | 加碼 |
| Pallas Capital Advisors LLC | 11,705 | $493.4 萬 | 0.69% | +2,111+22.0% | 加碼 |
| Community Bank & Trust, Waco, Texas | 12,221 | $489.4 萬 | 1.60% | −851−6.5% | 減碼 |
| First Mercantile Trust Co | 12,216 | $489.1 萬 | 0.58% | −1,546−11.2% | 減碼 |
| West Family Investments, Inc. | 12,172 | $487.4 萬 | 1.36% | +2,808+30.0% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,167 | $487.2 萬 | 1.79% | +51+0.4% | 加碼 |
| Lountzis Asset Management, LLC | 12,167 | $487.1 萬 | 2.97% | −270−2.2% | 減碼 |
| Paradigm Financial Partners, LLC | 12,164 | $487.1 萬 | 1.21% | +386+3.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,165 | $487.0 萬 | 0.49% | −17−0.1% | 減碼 |
| Bank of New Hampshire | 12,163 | $487.0 萬 | 1.30% | +12,163 | 新進 |
| HBW Advisory Services LLC | 12,049 | $482.5 萬 | 1.27% | +478+4.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,023 | $481.5 萬 | 0.12% | +310+2.6% | 加碼 |
| Mount Lucas Management LP | 12,017 | $481.2 萬 | 1.41% | +1,669+16.1% | 加碼 |
| Ally Financial Inc. | 12,000 | $480.5 萬 | 0.48% | 00.0% | 不變 |
| Connable Office Inc | 11,974 | $479.5 萬 | 0.66% | −188−1.5% | 減碼 |
| Pinnacle Holdings, LLC | 11,912 | $477.0 萬 | 2.19% | −53−0.4% | 減碼 |
| Sonora Investment Management, LLC | 11,900 | $476.5 萬 | 0.62% | +1,412+13.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 12,556 | $475.9 萬 | 0.33% | +6,380+103.3% | 加碼 |
| Tradition Wealth Management, LLC | 11,874 | $475.5 萬 | 0.71% | +1,103+10.2% | 加碼 |
| IFP Advisors, Inc | 11,768 | $470.6 萬 | 0.10% | +356+3.1% | 加碼 |
| Advisors Capital Management, LLC | 11,674 | $467.5 萬 | 0.15% | +1,864+19.0% | 加碼 |
| Resources Management Corp | 11,670 | $467.3 萬 | 0.66% | −19−0.2% | 減碼 |
| Fundamentun, LLC | 11,665 | $467.1 萬 | 1.29% | +750+6.9% | 加碼 |
| Capital Analysts, LLC | 11,652 | $466.6 萬 | 0.31% | −245−2.1% | 減碼 |
| Parallel Advisors, LLC | 11,642 | $466.2 萬 | 0.20% | +1,254+12.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 11,625 | $465.5 萬 | 0.28% | +191+1.7% | 加碼 |
| Harbour Investments, Inc. | 11,625 | $465.5 萬 | 0.15% | +948+8.9% | 加碼 |
| Winton Group Ltd | 11,621 | $465.4 萬 | 0.25% | +10,173+702.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 11,568 | $463.2 萬 | 0.25% | −1,092−8.6% | 減碼 |
| Belpointe Asset Management LLC | 11,529 | $461.6 萬 | 0.33% | +887+8.3% | 加碼 |
| Barbara Oil Co. | 11,500 | $460.5 萬 | 2.12% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 11,501 | $460.5 萬 | 1.51% | +134+1.2% | 加碼 |
| Keeler Thomas Management LLC | 11,490 | $460.1 萬 | 2.25% | −64−0.6% | 減碼 |
| Triasima Portfolio Management inc. | 11,490 | $460.1 萬 | 0.22% | +2,000+21.1% | 加碼 |
| CX Institutional | 11,485 | $459.9 萬 | 0.38% | −5,399−32.0% | 減碼 |
| Virtue Capital Management, LLC | 11,444 | $458.3 萬 | 0.92% | −197−1.7% | 減碼 |
| Kidder Stephen W | 11,445 | $458.3 萬 | 1.41% | +53+0.5% | 加碼 |
| Puzo Michael J | 11,395 | $456.3 萬 | 1.42% | −150−1.3% | 減碼 |
| Geneos Wealth Management Inc. | 11,145 | $456.2 萬 | 0.18% | −1,566−12.3% | 減碼 |
| Bray Capital Advisors | 11,390 | $456.1 萬 | 1.17% | +126+1.1% | 加碼 |
| Annex Advisory Services, LLC | 11,376 | $455.9 萬 | 0.37% | +3,552+45.4% | 加碼 |
| Asset Dedication, LLC | 11,374 | $454.0 萬 | 0.68% | +2,295+25.3% | 加碼 |
| Global Retirement Partners, LLC | 11,317 | $453.2 萬 | 0.46% | +318+2.9% | 加碼 |
| Tower Bridge Advisors | 11,286 | $451.9 萬 | 0.30% | +1,750+18.4% | 加碼 |
| Wrapmanager Inc | 11,265 | $451.1 萬 | 1.16% | +134+1.2% | 加碼 |
| Gamble Jones Investment Counsel | 11,263 | $451.0 萬 | 0.29% | −100−0.9% | 減碼 |
| Culbertson A N & Co Inc | 11,258 | $450.8 萬 | 0.94% | +280+2.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 11,239 | $450.1 萬 | 0.75% | +781+7.5% | 加碼 |
| Bristlecone Advisors, LLC | 11,231 | $449.7 萬 | 0.61% | +161+1.5% | 加碼 |
| Broderick Brian C | 11,224 | $449.4 萬 | 1.19% | +1,037+10.2% | 加碼 |
| Advisory Services Network, LLC | 11,221 | $449.3 萬 | 0.14% | +379+3.5% | 加碼 |
| Plancorp, LLC | 11,157 | $446.8 萬 | 0.35% | −30−0.3% | 減碼 |
| Strategic Financial Services, Inc, | 11,150 | $446.5 萬 | 0.35% | −399−3.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 11,088 | $444.0 萬 | 1.13% | +6,531+143.3% | 加碼 |
| Private Trust Co NA | 11,082 | $443.7 萬 | 0.67% | +114+1.0% | 加碼 |
| CAPROCK Group, Inc. | 11,067 | $443.2 萬 | 0.40% | +601+5.7% | 加碼 |
| Balyasny Asset Management LLC | 11,067 | $443.2 萬 | 0.02% | +11,067 | 新進 |
| Balasa Dinverno & Foltz LLC | 11,039 | $442.0 萬 | 0.32% | +675+6.5% | 加碼 |
| Naples Global Advisors, LLC | 11,012 | $440.9 萬 | 0.61% | −39−0.4% | 減碼 |
| Karp Capital Management Corp | 11,001 | $440.5 萬 | 0.65% | +1,302+13.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 10,953 | $438.6 萬 | 0.80% | −972−8.2% | 減碼 |
| SlateStone Wealth, LLC | 10,941 | $438.1 萬 | 1.00% | +103+1.0% | 加碼 |
| Foundations Investment Advisors, LLC | 10,585 | $436.2 萬 | 0.21% | +2,553+31.8% | 加碼 |
| Mutual Advisors, LLC | 10,889 | $436.0 萬 | 0.26% | +812+8.1% | 加碼 |
| Enterprise Bank & Trust Co | 10,781 | $431.8 萬 | 1.70% | −679−5.9% | 減碼 |
| Venture Visionary Partners LLC | 10,711 | $428.9 萬 | 0.34% | −1,042−8.9% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 10,706 | $428.7 萬 | 1.20% | +555+5.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,416 | $426.4 萬 | 0.11% | +688+25.2% | 加碼 |
| Duncker Streett & Co Inc | 10,640 | $426.1 萬 | 0.79% | −20−0.2% | 減碼 |
| Dorchester Wealth Management Co | 10,639 | $426.0 萬 | 0.98% | −819−7.1% | 減碼 |
| Kingsview Wealth Management, LLC | 10,515 | $425.8 萬 | 0.21% | −951−8.3% | 減碼 |
| Bank of Nova Scotia Trust Co | 10,533 | $421.8 萬 | 0.37% | +78+0.7% | 加碼 |
| Holderness Investments Co | 10,512 | $420.9 萬 | 1.39% | +39+0.4% | 加碼 |
| Weik Capital Management | 10,500 | $420.5 萬 | 1.64% | +60+0.6% | 加碼 |
| Woodmont Investment Counsel LLC | 10,480 | $419.7 萬 | 0.66% | −126−1.2% | 減碼 |
| Kinneret Advisory, LLC | 10,466 | $419.1 萬 | 0.50% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 10,422 | $417.3 萬 | 1.88% | −3,949−27.5% | 減碼 |
| Csenge Advisory Group | 10,279 | $416.2 萬 | 0.37% | +3,015+41.5% | 加碼 |
| Prospera Financial Services Inc | 10,375 | $415.6 萬 | 0.21% | −53−0.5% | 減碼 |
| Dividend Assets Capital, LLC | 10,373 | $415.4 萬 | 0.82% | +137+1.3% | 加碼 |
| Mirador Capital Partners LP | 10,305 | $412.7 萬 | 0.93% | +319+3.2% | 加碼 |
| Morgan Jess S & Co Inc | 10,256 | $410.7 萬 | 2.70% | −30.0% | 減碼 |
| Morris Capital Advisors, LLC | 10,252 | $410.5 萬 | 3.10% | −169−1.6% | 減碼 |
| Tower View Investment Management & Research LLC | 10,205 | $408.7 萬 | 2.07% | −71−0.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 10,202 | $408.5 萬 | 0.66% | +1,334+15.0% | 加碼 |
| Sky Investment Group LLC | 10,182 | $407.7 萬 | 0.92% | −159−1.5% | 減碼 |
| Duff & Phelps Investment Management Co | 10,160 | $406.8 萬 | 0.05% | −880−8.0% | 減碼 |
| Souders Financial Advisors | 10,145 | $406.2 萬 | 1.37% | +213+2.1% | 加碼 |