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 | 3,054 | $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 |
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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 12,706 | $496.5 萬 | 1.71% | +214+1.7% | 加碼 |
| Parallel Advisors, LLC | 12,690 | $495.9 萬 | 0.20% | +1,048+9.0% | 加碼 |
| Triasima Portfolio Management inc. | 12,620 | $493.1 萬 | 0.26% | +1,130+9.8% | 加碼 |
| West Family Investments, Inc. | 12,592 | $492.0 萬 | 1.31% | +420+3.5% | 加碼 |
| Reliant Investment Management, LLC | 12,569 | $491.1 萬 | 2.44% | −720−5.4% | 減碼 |
| Montag A & Associates Inc | 12,554 | $490.5 萬 | 0.26% | −98−0.8% | 減碼 |
| Wealth Advisory Solutions, LLC | 12,513 | $488.9 萬 | 1.09% | −700−5.3% | 減碼 |
| Bryn Mawr Trust Co | 12,467 | $487.2 萬 | 0.19% | −482−3.7% | 減碼 |
| Bank of New Hampshire | 12,163 | $487.0 萬 | 1.30% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 12,439 | $486.0 萬 | 0.88% | −596−4.6% | 減碼 |
| We Are One Seven, LLC | 10,539 | $485.3 萬 | 0.62% | +1,345+14.6% | 加碼 |
| Balasa Dinverno & Foltz LLC | 12,413 | $485.0 萬 | 0.34% | +1,374+12.4% | 加碼 |
| Jasper Ridge Partners, L.P. | 12,405 | $484.7 萬 | 0.22% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 12,349 | $482.5 萬 | 0.57% | +5,629+83.8% | 加碼 |
| Tradition Wealth Management, LLC | 12,343 | $482.3 萬 | 0.69% | +469+3.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,335 | $482.0 萬 | 0.12% | +312+2.6% | 加碼 |
| HGK Asset Management Inc | 12,301 | $480.6 萬 | 1.58% | −330−2.6% | 減碼 |
| Community Bank & Trust, Waco, Texas | 12,280 | $479.8 萬 | 1.56% | +59+0.5% | 加碼 |
| Mather Group, LLC. | 12,261 | $479.1 萬 | 0.12% | +4,243+52.9% | 加碼 |
| Broderick Brian C | 12,209 | $477.0 萬 | 1.27% | +985+8.8% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,192 | $476.4 萬 | 1.74% | +25+0.2% | 加碼 |
| Keeler Thomas Management LLC | 12,171 | $476.2 萬 | 2.27% | +681+5.9% | 加碼 |
| Lountzis Asset Management, LLC | 12,146 | $474.6 萬 | 2.96% | −21−0.2% | 減碼 |
| Optimum Investment Advisors | 12,088 | $472.3 萬 | 1.99% | −2,728−18.4% | 減碼 |
| Karp Capital Management Corp | 11,985 | $468.3 萬 | 0.66% | +984+8.9% | 加碼 |
| Annex Advisory Services, LLC | 11,966 | $467.9 萬 | 0.38% | +590+5.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,928 | $466.0 萬 | 0.38% | −237−1.9% | 減碼 |
| Allworth Financial LP | 11,918 | $465.7 萬 | 0.08% | +5,869+97.0% | 加碼 |
| Culbertson A N & Co Inc | 11,887 | $464.4 萬 | 0.95% | +629+5.6% | 加碼 |
| Venture Visionary Partners LLC | 11,879 | $464.4 萬 | 0.33% | +1,168+10.9% | 加碼 |
| Global Retirement Partners, LLC | 11,864 | $463.6 萬 | 0.46% | +547+4.8% | 加碼 |
| Handelsinvest Investeringsforvaltning | 11,861 | $463.5 萬 | 0.51% | −1,200−9.2% | 減碼 |
| Capital Analysts, LLC | 11,822 | $461.9 萬 | 0.30% | +170+1.5% | 加碼 |
| Geneos Wealth Management Inc. | 11,702 | $459.2 萬 | 0.18% | +557+5.0% | 加碼 |
| Coldstream Capital Management Inc | 14,719 | $458.9 萬 | 0.22% | −576−3.8% | 減碼 |
| Bank of Nova Scotia Trust Co | 11,703 | $457.3 萬 | 0.41% | +1,170+11.1% | 加碼 |
| Advisors Capital Management, LLC | 11,671 | $456.1 萬 | 0.14% | −30.0% | 減碼 |
| Pinnacle Holdings, LLC | 11,647 | $455.1 萬 | 2.00% | −265−2.2% | 減碼 |
| Winton Group Ltd | 11,601 | $453.3 萬 | 0.25% | −20−0.2% | 減碼 |
| Resources Management Corp | 11,587 | $452.7 萬 | 0.65% | −83−0.7% | 減碼 |
| Tower Bridge Advisors | 11,556 | $451.5 萬 | 0.30% | +270+2.4% | 加碼 |
| Belpointe Asset Management LLC | 11,526 | $450.3 萬 | 0.31% | −30.0% | 減碼 |
| Pictet Bank & Trust Ltd | 11,520 | $450.1 萬 | 2.78% | −1,880−14.0% | 減碼 |
| Barbara Oil Co. | 11,500 | $449.4 萬 | 2.11% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 11,495 | $449.2 萬 | 0.59% | +1,293+12.7% | 加碼 |
| Mutual Advisors, LLC | 11,464 | $447.9 萬 | 0.27% | +575+5.3% | 加碼 |
| Affinity Investment Advisors, LLC | 11,461 | $447.8 萬 | 2.01% | +1,039+10.0% | 加碼 |
| Bristlecone Advisors, LLC | 11,459 | $447.7 萬 | 0.59% | +228+2.0% | 加碼 |
| IFP Advisors, Inc | 11,437 | $447.2 萬 | 0.09% | −331−2.8% | 減碼 |
| Asset Dedication, LLC | 11,459 | $447.1 萬 | 0.59% | +85+0.7% | 加碼 |
| Puzo Michael J | 11,430 | $446.6 萬 | 1.42% | +35+0.3% | 加碼 |
| Connable Office Inc | 11,423 | $446.3 萬 | 0.65% | −551−4.6% | 減碼 |
| Bray Capital Advisors | 11,407 | $445.7 萬 | 1.14% | +17+0.1% | 加碼 |
| Private Trust Co NA | 11,403 | $445.5 萬 | 0.65% | +321+2.9% | 加碼 |
| CX Institutional | 11,398 | $445.4 萬 | 0.36% | −87−0.8% | 減碼 |
| Kidder Stephen W | 11,380 | $444.7 萬 | 1.39% | −65−0.6% | 減碼 |
| HBW Advisory Services LLC | 11,302 | $441.6 萬 | 1.14% | −747−6.2% | 減碼 |
| Virtue Capital Management, LLC | 11,284 | $440.9 萬 | 0.78% | −160−1.4% | 減碼 |
| Plancorp, LLC | 11,235 | $439.0 萬 | 0.30% | +78+0.7% | 加碼 |
| Foundations Investment Advisors, LLC | 11,145 | $438.5 萬 | 0.19% | +560+5.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 11,218 | $438.3 萬 | 0.80% | +265+2.4% | 加碼 |
| Mount Lucas Management LP | 11,185 | $437.0 萬 | 1.38% | −832−6.9% | 減碼 |
| Gamble Jones Investment Counsel | 11,142 | $435.4 萬 | 0.29% | −121−1.1% | 減碼 |
| Prospera Financial Services Inc | 11,065 | $432.9 萬 | 0.22% | +690+6.7% | 加碼 |
| L & S Advisors Inc | 11,064 | $432.3 萬 | 0.47% | −12,284−52.6% | 減碼 |
| Wrapmanager Inc | 11,055 | $432.0 萬 | 1.13% | −210−1.9% | 減碼 |
| CAPROCK Group, Inc. | 11,054 | $431.9 萬 | 0.39% | −13−0.1% | 減碼 |
| Naples Global Advisors, LLC | 11,017 | $430.5 萬 | 0.57% | +50.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 11,008 | $430.1 萬 | 0.69% | −231−2.1% | 減碼 |
| Dorchester Wealth Management Co | 10,929 | $427.0 萬 | 1.05% | +290+2.7% | 加碼 |
| Strategic Financial Services, Inc, | 10,913 | $426.4 萬 | 0.34% | −237−2.1% | 減碼 |
| Ocean Capital Management, LLC | 10,789 | $423.4 萬 | 1.85% | +706+7.0% | 加碼 |
| Csenge Advisory Group | 10,787 | $423.3 萬 | 0.36% | +508+4.9% | 加碼 |
| Morgan Jess S & Co Inc | 10,806 | $422.2 萬 | 2.79% | +550+5.4% | 加碼 |
| Kingsview Wealth Management, LLC | 10,701 | $418.1 萬 | 0.20% | +186+1.8% | 加碼 |
| Fulcrum Asset Management LLP | – | $415.7 萬 | 2.05% | – | – |
| Waldron Private Wealth LLC | 10,610 | $414.5 萬 | 0.24% | +1,398+15.2% | 加碼 |
| Souders Financial Advisors | 10,604 | $414.4 萬 | 1.34% | +459+4.5% | 加碼 |
| Dividend Assets Capital, LLC | 10,597 | $414.1 萬 | 0.83% | +224+2.2% | 加碼 |
| Tower View Investment Management & Research LLC | 10,568 | $413.0 萬 | 2.29% | +363+3.6% | 加碼 |
| Duncker Streett & Co Inc | 10,540 | $411.8 萬 | 0.78% | −100−0.9% | 減碼 |
| SlateStone Wealth, LLC | 10,490 | $409.9 萬 | 0.94% | −451−4.1% | 減碼 |
| Enterprise Bank & Trust Co | 10,486 | $409.7 萬 | 1.62% | −295−2.7% | 減碼 |
| Mirador Capital Partners LP | 10,483 | $409.6 萬 | 0.93% | +178+1.7% | 加碼 |
| Kinneret Advisory, LLC | 10,466 | $408.9 萬 | 0.48% | 00.0% | 不變 |
| RNC Capital Management LLC | 10,449 | $408.3 萬 | 0.22% | −11,163−51.7% | 減碼 |
| Fairhaven Wealth Management, LLC | 10,410 | $406.8 萬 | 1.68% | +798+8.3% | 加碼 |
| CMH Wealth Management LLC | 10,373 | $405.3 萬 | 1.33% | +268+2.7% | 加碼 |
| Holderness Investments Co | 10,317 | $403.1 萬 | 1.33% | −195−1.9% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 10,273 | $401.4 萬 | 1.11% | −433−4.0% | 減碼 |
| MU Investments Co., Ltd. | 9,980 | $399.6 萬 | 4.29% | 00.0% | 不變 |
| Clarius Group, LLC | 10,188 | $398.1 萬 | 0.36% | +249+2.5% | 加碼 |
| Chatham Capital Group, Inc. | 10,171 | $397.4 萬 | 0.76% | +105+1.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,132 | $395.9 萬 | 0.18% | +340+3.5% | 加碼 |
| Moors & Cabot, Inc. | 10,119 | $395.7 萬 | 0.25% | +21+0.2% | 加碼 |
| AlphaStar Capital Management, LLC | 8,939 | $395.3 萬 | 0.27% | +8,939 | 新進 |
| Gladstone Institutional Advisory LLC | 10,111 | $395.1 萬 | 0.39% | +3,505+53.1% | 加碼 |
| Change Path, LLC | 9,983 | $393.9 萬 | 0.23% | +731+7.9% | 加碼 |
| IMC-Chicago, LLC | 10,047 | $392.6 萬 | 0.32% | +10,047 | 新進 |
| SWS Partners | 10,011 | $391.2 萬 | 2.42% | +5,026+100.8% | 加碼 |