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 3 季 13F 持有人
UnitedHealth Group Inc 在 2021/9/30 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
- 2,573
- 較 2021 年第 2 季 +20 家
- 持有股數
- 8.23 億
- 較 2021 年第 2 季 +82.6 萬 (+0.1%)
- 總市值
- $3,217 億
- 較 2021 年第 2 季 −$77.0 億 (−2.3%)
- 新進機構
- 122
- 另有 1,258 家加碼
- 清倉機構
- 102
- 另有 834 家減碼
另有 39 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old Port Advisors | 1,128 | $44.5 萬 | 0.16% | −8−0.7% | 減碼 |
| Family Management Corp | 1,141 | $44.6 萬 | 0.12% | −63−5.2% | 減碼 |
| Dillon & Associates Inc | 1,144 | $44.7 萬 | 0.09% | 00.0% | 不變 |
| Stony Point Wealth Management Inc. | 1,146 | $44.8 萬 | 0.27% | +1,146 | 新進 |
| Vista Wealth Management Group, LLC | 1,153 | $45.1 萬 | 0.08% | +42+3.8% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $45.3 萬 | 0.09% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,160 | $45.3 萬 | 0.06% | +174+17.6% | 加碼 |
| BCS Wealth Management | 1,162 | $45.4 萬 | 0.19% | +20+1.8% | 加碼 |
| Corbett Road Capital Management, LLC | 1,162 | $45.4 萬 | 0.79% | +86+8.0% | 加碼 |
| Ninepoint Partners LP | 1,164 | $45.5 萬 | 0.16% | +1,164 | 新進 |
| Eubel Brady & Suttman Asset Management Inc | 1,168 | $45.6 萬 | 0.09% | −336−22.3% | 減碼 |
| Principal Street Partners, LLC | 1,171 | $45.8 萬 | 0.12% | +267+29.5% | 加碼 |
| Telos Capital Management, Inc. | 1,175 | $45.9 萬 | 0.06% | 00.0% | 不變 |
| Inspire Advisors, LLC | 1,177 | $46.0 萬 | 0.14% | +45+4.0% | 加碼 |
| Kanawha Capital Management LLC | 1,179 | $46.1 萬 | 0.04% | −1,263−51.7% | 減碼 |
| Aveo Capital Partners, LLC | 1,179 | $46.1 萬 | 0.10% | −15−1.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,185 | $46.3 萬 | 0.41% | +14+1.2% | 加碼 |
| Lebenthal Global Advisors, LLC | 1,189 | $46.4 萬 | 0.29% | +1+0.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,192 | $46.6 萬 | 0.08% | −604−33.6% | 減碼 |
| Eagle Bay Advisors LLC | 1,190 | $46.6 萬 | 0.27% | −181−13.2% | 減碼 |
| Farmers National Bank | 1,329 | $46.6 萬 | 0.19% | +1,329 | 新進 |
| Hoylecohen, LLC | 1,198 | $46.8 萬 | 0.04% | 00.0% | 不變 |
| Penobscot Wealth Management | 1,197 | $46.8 萬 | 0.43% | 00.0% | 不變 |
| New England Asset Management Inc | 1,200 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Saturna Capital CORP | 1,200 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| LMR Partners LLP | 1,202 | $47.0 萬 | 0.01% | −2,463−67.2% | 減碼 |
| WMS Partners, LLC | 1,202 | $47.0 萬 | 0.07% | +27+2.3% | 加碼 |
| Liberty Wealth Management LLC | 1,133 | $47.0 萬 | 0.17% | +447+65.2% | 加碼 |
| QVR LLC | 1,209 | $47.2 萬 | 0.97% | +1,097+979.5% | 加碼 |
| Rock Creek Group, LP | 1,224 | $47.8 萬 | 0.08% | −752−38.1% | 減碼 |
| Curi Capital | 1,226 | $47.9 萬 | 0.22% | +6+0.5% | 加碼 |
| Everhart Financial Group, Inc. | 1,227 | $47.9 萬 | 0.33% | +276+29.0% | 加碼 |
| Sovereign Financial Group, Inc. | 1,233 | $48.2 萬 | 0.28% | +30+2.5% | 加碼 |
| Bank Ozk | 1,235 | $48.3 萬 | 0.22% | −50−3.9% | 減碼 |
| ACG Wealth | 1,235 | $48.3 萬 | 0.06% | +72+6.2% | 加碼 |
| MONECO Advisors, LLC | 1,239 | $48.4 萬 | 0.19% | +150+13.8% | 加碼 |
| White Pine Capital LLC | 1,240 | $48.5 萬 | 0.15% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,242 | $48.5 萬 | 0.14% | +1,242 | 新進 |
| Aldebaran Financial Inc. | 1,245 | $48.6 萬 | 0.42% | −25−2.0% | 減碼 |
| Crescent Grove Advisors, LLC | 1,245 | $48.6 萬 | 0.05% | 00.0% | 不變 |
| First National Bank of South Miami | 1,245 | $48.6 萬 | 0.33% | +81+7.0% | 加碼 |
| KG&L Capital Management,LLC | 1,249 | $48.8 萬 | 0.21% | +221+21.5% | 加碼 |
| Investors Financial Group, LLC | 1,251 | $48.9 萬 | 0.26% | −302−19.4% | 減碼 |
| Security National Trust Co | 1,221 | $48.9 萬 | 0.11% | 00.0% | 不變 |
| Harbor Financial Services, LLC | 1,255 | $49.0 萬 | 0.21% | +216+20.8% | 加碼 |
| Country Trust Bank | 1,258 | $49.2 萬 | 0.01% | −21−1.6% | 減碼 |
| Baker Ellis Asset Management LLC | 1,219 | $49.2 萬 | 0.09% | −50−3.9% | 減碼 |
| Pacific Edge Advisors, LLC | 1,260 | $49.2 萬 | 0.24% | 00.0% | 不變 |
| Summit Place Financial Advisors, LLC | 1,260 | $49.2 萬 | 0.36% | 00.0% | 不變 |
| Prudential PLC | 1,265 | $49.4 萬 | 0.01% | −86,607−98.6% | 減碼 |
| Univest Financial Corp | 1,265 | $49.4 萬 | 0.14% | +4+0.3% | 加碼 |
| Grace Capital | 1,100 | $49.4 萬 | 0.30% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 1,265 | $49.4 萬 | 0.22% | +1,265 | 新進 |
| Jeereddi Investments, LP | 1,268 | $49.5 萬 | 0.45% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 1,271 | $49.6 萬 | 0.11% | −2,606−67.2% | 減碼 |
| Visionary Wealth Advisors | 1,269 | $49.6 萬 | 0.05% | −189−13.0% | 減碼 |
| Lesa Sroufe & Co | 1,270 | $49.6 萬 | 0.53% | 00.0% | 不變 |
| Cabot Wealth Management Inc | 1,273 | $49.7 萬 | 0.07% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 1,271 | $49.7 萬 | 0.32% | +125+10.9% | 加碼 |
| WealthBridge Capital Management, LLC | 1,275 | $49.8 萬 | 0.19% | +3+0.2% | 加碼 |
| West Paces Advisors Inc. | 1,281 | $50.1 萬 | 0.18% | +171+15.4% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,281 | $50.1 萬 | 0.36% | −394−23.5% | 減碼 |
| ICW Investment Advisors LLC | 1,285 | $50.2 萬 | 0.32% | +68+5.6% | 加碼 |
| Markston International LLC | 1,288 | $50.3 萬 | 0.47% | −261−16.8% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 1,291 | $50.4 萬 | 0.11% | −115−8.2% | 減碼 |
| Eidelman Virant Capital | 1,275 | $50.4 萬 | 0.19% | 00.0% | 不變 |
| Clean Yield Group | 1,289 | $50.4 萬 | 0.18% | +1,041+419.8% | 加碼 |
| Iron Horse Wealth Management, LLC | 1,294 | $50.6 萬 | 0.31% | −50−3.7% | 減碼 |
| Chelsea Counsel Co | 1,294 | $50.6 萬 | 0.23% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 1,300 | $50.8 萬 | 0.15% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 1,301 | $50.8 萬 | 0.17% | +8+0.6% | 加碼 |
| First Heartland Consultants, Inc. | 1,301 | $50.8 萬 | 0.08% | +25+2.0% | 加碼 |
| Modera Wealth Management, LLC | 1,306 | $51.0 萬 | 0.03% | −88−6.3% | 減碼 |
| Winfield Associates, Inc. | 1,307 | $51.1 萬 | 0.19% | 00.0% | 不變 |
| PrairieView Partners, LLC | 1,310 | $51.2 萬 | 0.08% | +1+0.1% | 加碼 |
| MTM Investment Management, LLC | 1,314 | $51.3 萬 | 0.28% | +253+23.8% | 加碼 |
| Peoples Bank | 1,319 | $51.6 萬 | 0.27% | +99+8.1% | 加碼 |
| Anchor Capital Advisors LLC | 1,323 | $51.7 萬 | 0.01% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 1,323 | $51.7 萬 | 0.32% | +9+0.7% | 加碼 |
| WBI Investments | 1,429 | $51.8 萬 | 0.09% | −23−1.6% | 減碼 |
| Northeast Investment Management | 1,332 | $52.0 萬 | 0.03% | −70−5.0% | 減碼 |
| Lake Street Financial LLC | 1,330 | $52.0 萬 | 0.13% | +441+49.6% | 加碼 |
| Empowered Funds, LLC | 1,332 | $52.0 萬 | 0.07% | +564+73.4% | 加碼 |
| BEAM Asset Management, LLC | 1,333 | $52.1 萬 | 0.45% | +41+3.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 1,335 | $52.2 萬 | 0.06% | +111+9.1% | 加碼 |
| Camelot Portfolios, LLC | 1,341 | $52.4 萬 | 0.27% | −1,228−47.8% | 減碼 |
| BCK Partners, Inc. | 1,342 | $52.4 萬 | 0.33% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,349 | $52.7 萬 | 0.01% | −17,040−92.7% | 減碼 |
| Birinyi Associates Inc | 1,350 | $52.7 萬 | 0.18% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,351 | $52.8 萬 | 0.09% | +125+10.2% | 加碼 |
| Alhambra Investment Partners LLC | 1,354 | $52.9 萬 | 0.40% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 1,353 | $52.9 萬 | 0.03% | +4+0.3% | 加碼 |
| CFM Wealth Partners LLC | 1,355 | $52.9 萬 | 0.13% | +23+1.7% | 加碼 |
| Formidable Asset Management, LLC | 1,357 | $53.0 萬 | 0.10% | −551−28.9% | 減碼 |
| Tower Wealth Partners, Inc. | 1,362 | $53.2 萬 | 0.56% | +105+8.4% | 加碼 |
| Samalin Investment Counsel, LLC | 1,364 | $53.3 萬 | 0.35% | +13+1.0% | 加碼 |
| Navellier & Associates Inc | 1,366 | $53.4 萬 | 0.08% | +4+0.3% | 加碼 |
| LBMC Investment Advisors, LLC | 1,341 | $53.5 萬 | 0.05% | +86+6.9% | 加碼 |
| Antonetti Capital Management LLC | 1,374 | $53.7 萬 | 0.44% | +1,374 | 新進 |
| RiverGlades Family Offices LLC | 1,400 | $54.7 萬 | 0.43% | 00.0% | 不變 |