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 |
|---|---|---|---|---|---|
| Gabalex Capital Management LLC | 20,000 | $800.9 萬 | 3.77% | 00.0% | 不變 |
| Silvant Capital Management LLC | 19,811 | $793.3 萬 | 1.25% | −313−1.6% | 減碼 |
| Parsec Financial Management, Inc. | 19,745 | $790.7 萬 | 0.37% | −52−0.3% | 減碼 |
| Rafferty Asset Management, LLC | 19,715 | $789.5 萬 | 0.05% | +1,596+8.8% | 加碼 |
| Meeder Asset Management Inc | 19,711 | $789.3 萬 | 0.37% | −10,343−34.4% | 減碼 |
| Greenline Partners, LLC | 19,646 | $786.7 萬 | 1.61% | −982−4.8% | 減碼 |
| Granite Investment Partners, LLC | 19,619 | $785.6 萬 | 0.24% | −911−4.4% | 減碼 |
| Focus Financial Network, Inc. | 19,495 | $780.7 萬 | 1.04% | +156+0.8% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,400 | $776.9 萬 | 1.64% | 00.0% | 不變 |
| Jackson Wealth Management, LLC | 19,401 | $776.9 萬 | 0.98% | +230+1.2% | 加碼 |
| Pathstone Family Office, LLC | 19,373 | $775.8 萬 | 0.23% | +649+3.5% | 加碼 |
| Cubic Asset Management, LLC | 19,248 | $770.8 萬 | 1.90% | −142−0.7% | 減碼 |
| WoodTrust Financial Corp | 19,248 | $770.8 萬 | 2.03% | +426+2.3% | 加碼 |
| BTC Capital Management, Inc. | 19,207 | $768.1 萬 | 0.87% | −2,495−11.5% | 減碼 |
| Fulcrum Asset Management LLP | – | $766.0 萬 | 3.21% | – | – |
| Kesler, Norman & Wride, LLC | 18,503 | $762.7 萬 | 1.76% | +315+1.7% | 加碼 |
| Guardian Capital LP | 19,010 | $761.2 萬 | 0.15% | +2,400+14.4% | 加碼 |
| Caldwell Trust Co | 18,976 | $759.9 萬 | 0.99% | +244+1.3% | 加碼 |
| Contravisory Investment Management, Inc. | 18,962 | $759.3 萬 | 2.24% | −180−0.9% | 減碼 |
| Stonebridge Capital Advisors LLC | 18,915 | $757.4 萬 | 0.92% | +328+1.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 18,835 | $754.2 萬 | 0.14% | +293+1.6% | 加碼 |
| Greenleaf Trust | 18,765 | $751.4 萬 | 0.09% | +710+3.9% | 加碼 |
| Chronos Wealth Management, LLC | 18,736 | $750.3 萬 | 5.15% | −176−0.9% | 減碼 |
| Fulton Bank, N.A. | 18,722 | $749.7 萬 | 0.35% | −123−0.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 18,562 | $743.3 萬 | 0.71% | −144−0.8% | 減碼 |
| Distillate Capital Partners LLC | 18,538 | $742.3 萬 | 2.06% | −573−3.0% | 減碼 |
| Burt Wealth Advisors | 18,534 | $742.2 萬 | 2.68% | −62−0.3% | 減碼 |
| Dana Investment Advisors, Inc. | 18,509 | $741.2 萬 | 0.33% | −2,840−13.3% | 減碼 |
| Olstein Capital Management, L.P. | 18,500 | $740.8 萬 | 0.93% | −3,500−15.9% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,461 | $739.3 萬 | 2.01% | +54+0.3% | 加碼 |
| Verition Fund Management LLC | 18,389 | $736.4 萬 | 0.11% | +18,389 | 新進 |
| Ascent Wealth Partners, LLC | 18,338 | $734.3 萬 | 1.40% | +208+1.1% | 加碼 |
| Unified Trust Company, N.A. | 18,301 | $732.8 萬 | 2.17% | +1,059+6.1% | 加碼 |
| Live Oak Private Wealth LLC | 18,286 | $732.2 萬 | 1.62% | +243+1.3% | 加碼 |
| Ninety One SA (PTY) Ltd | 18,298 | $730.1 萬 | 2.67% | −361−1.9% | 減碼 |
| JCIC Asset Management Inc. | 14,698 | $729.7 萬 | 1.88% | −380−2.5% | 減碼 |
| Princeton Global Asset Management LLC | 18,207 | $729.1 萬 | 2.22% | +59+0.3% | 加碼 |
| Oakwood Capital Management LLC | 18,185 | $728.2 萬 | 1.88% | −658−3.5% | 減碼 |
| Private Advisory Group LLC | 18,122 | $725.7 萬 | 1.84% | +1,447+8.7% | 加碼 |
| Corient Capital Partners, LLC | 18,089 | $724.3 萬 | 0.53% | +334+1.9% | 加碼 |
| Cetera Advisors LLC | 18,087 | $724.3 萬 | 0.17% | +482+2.7% | 加碼 |
| Cozad Asset Management Inc | 17,987 | $720.3 萬 | 1.13% | −1,544−7.9% | 減碼 |
| EULAV Asset Management | 17,808 | $713.1 萬 | 0.19% | +30.0% | 加碼 |
| Roundview Capital LLC | 17,775 | $711.8 萬 | 0.79% | +1,187+7.2% | 加碼 |
| Connors Investor Services Inc | 17,700 | $708.8 萬 | 0.74% | +685+4.0% | 加碼 |
| JustInvest LLC | 17,694 | $708.5 萬 | 0.74% | +2,224+14.4% | 加碼 |
| Barings LLC | 17,676 | $707.8 萬 | 0.16% | −502−2.8% | 減碼 |
| Citizens National Bank Trust Department | 17,630 | $705.9 萬 | 2.02% | −50.0% | 減碼 |
| Weatherly Asset Management L. P. | 17,612 | $705.3 萬 | 0.89% | −33−0.2% | 減碼 |
| Empire Life Investments Inc. | 17,614 | $705.3 萬 | 0.45% | +121+0.7% | 加碼 |
| Meridian Wealth Management, LLC | 17,544 | $702.5 萬 | 0.90% | +361+2.1% | 加碼 |
| Autus Asset Management, LLC | 17,541 | $702.5 萬 | 0.77% | +1,559+9.8% | 加碼 |
| Toth Financial Advisory Corp | 17,469 | $699.5 萬 | 1.07% | +211+1.2% | 加碼 |
| World Asset Management Inc | 17,446 | $698.6 萬 | 0.64% | −802−4.4% | 減碼 |
| Greystone Financial Group, LLC | 17,286 | $692.2 萬 | 1.72% | +95+0.6% | 加碼 |
| Brown Brothers Harriman & Co | 17,248 | $690.7 萬 | 0.04% | +1,310+8.2% | 加碼 |
| Chemung Canal Trust Co | 17,244 | $690.5 萬 | 1.32% | −663−3.7% | 減碼 |
| Lincoln Capital Corp | 17,093 | $684.5 萬 | 3.90% | +515+3.1% | 加碼 |
| Stolper Co | 17,067 | $683.4 萬 | 3.22% | −80.0% | 減碼 |
| Thompson Investment Management, Inc. | 17,050 | $682.8 萬 | 0.99% | +1,627+10.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 17,507 | $682.7 萬 | 0.50% | +503+3.0% | 加碼 |
| Avantax Advisory Services, Inc. | 16,989 | $679.9 萬 | 0.12% | +764+4.7% | 加碼 |
| Mattern Capital Management, LLC | 16,936 | $678.2 萬 | 1.34% | +382+2.3% | 加碼 |
| Wright Investors Service Inc | 16,844 | $674.5 萬 | 1.83% | +658+4.1% | 加碼 |
| Kings Point Capital Management | 16,643 | $666.5 萬 | 0.61% | +688+4.3% | 加碼 |
| Spinnaker Trust | 16,642 | $666.4 萬 | 0.46% | +195+1.2% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 16,549 | $662.7 萬 | 3.41% | +178+1.1% | 加碼 |
| Alexandria Capital, LLC | 16,516 | $661.4 萬 | 0.61% | −28−0.2% | 減碼 |
| Asset Planning Services Inc | 16,510 | $661.1 萬 | 3.82% | +85+0.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 16,496 | $660.6 萬 | 0.04% | +1,283+8.4% | 加碼 |
| Winmill & Co. Inc | 16,475 | $659.7 萬 | 2.37% | 00.0% | 不變 |
| Decatur Capital Management, Inc. | 16,399 | $656.7 萬 | 2.05% | 00.0% | 不變 |
| Scholtz & Company, LLC | 16,384 | $656.1 萬 | 2.24% | +468+2.9% | 加碼 |
| Meritage Portfolio Management | 16,371 | $655.6 萬 | 0.40% | +489+3.1% | 加碼 |
| Richard Bernstein Advisors LLC | 16,234 | $650.0 萬 | 0.13% | 00.0% | 不變 |
| Executive Wealth Management, LLC | 16,146 | $646.5 萬 | 0.71% | +1,373+9.3% | 加碼 |
| Liberty Capital Management, Inc. | 16,123 | $645.6 萬 | 1.96% | −190−1.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 16,096 | $644.5 萬 | 0.16% | −1,100−6.4% | 減碼 |
| Elk River Wealth Management, LLC | 16,066 | $643.3 萬 | 1.67% | +231+1.5% | 加碼 |
| PKO Investment Management Joint-Stock Co | 16,045 | $642.5 萬 | 0.81% | +5,990+59.6% | 加碼 |
| Anchor Investment Management, LLC | 16,023 | $641.6 萬 | 0.89% | +1,031+6.9% | 加碼 |
| GHP Investment Advisors, Inc. | 16,000 | $640.7 萬 | 0.52% | −36−0.2% | 減碼 |
| Minot Wealth Management LLC | 15,303 | $640.5 萬 | 1.40% | +1,404+10.1% | 加碼 |
| Equitable Trust Co | 15,993 | $640.4 萬 | 0.41% | +154+1.0% | 加碼 |
| Pitcairn Co | 15,948 | $638.7 萬 | 0.43% | −539−3.3% | 減碼 |
| First Midwest Bank Trust Division | 15,922 | $637.6 萬 | 0.86% | −798−4.8% | 減碼 |
| Sigma Investment Counselors Inc | 15,916 | $637.3 萬 | 0.48% | −62−0.4% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 15,914 | $637.2 萬 | 0.53% | −48−0.3% | 減碼 |
| Arrow Financial Corp | 15,847 | $634.6 萬 | 0.80% | −944−5.6% | 減碼 |
| Ayrshire Capital Management LLC | 15,847 | $634.6 萬 | 3.57% | −109−0.7% | 減碼 |
| Arjuna Capital | 15,801 | $632.7 萬 | 2.73% | +207+1.3% | 加碼 |
| Sepio Capital, LP | 15,727 | $629.8 萬 | 0.53% | +10,823+220.7% | 加碼 |
| Marshall & Sullivan Inc | 15,698 | $628.6 萬 | 3.49% | +47+0.3% | 加碼 |
| Eagle Capital Management, LLC | 15,682 | $628.0 萬 | 1.78% | −568−3.5% | 減碼 |
| Guardian Capital Advisors LP | 15,308 | $626.6 萬 | 0.64% | +885+6.1% | 加碼 |
| Fragasso Group Inc. | 15,626 | $625.7 萬 | 0.84% | +1,526+10.8% | 加碼 |
| Schnieders Capital Management LLC | 15,585 | $624.1 萬 | 1.70% | +1,455+10.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 15,526 | $621.8 萬 | 0.64% | −280−1.8% | 減碼 |
| Mid Atlantic Financial Management Inc | 15,523 | $621.6 萬 | 0.42% | +329+2.2% | 加碼 |
| Harbour Capital Advisors, LLC | 15,443 | $618.4 萬 | 1.66% | +115+0.8% | 加碼 |