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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 7,784 | $306.2 萬 | 0.20% | −6,600−45.9% | 減碼 |
| RDA Financial Network | 7,837 | $306.2 萬 | 1.35% | +256+3.4% | 加碼 |
| Leelyn Smith, LLC | 7,828 | $305.9 萬 | 0.89% | +642+8.9% | 加碼 |
| Americana Partners, LLC | 7,788 | $304.3 萬 | 0.74% | +6,458+485.6% | 加碼 |
| Lincoln National Corp | 7,777 | $303.9 萬 | 0.07% | +73+0.9% | 加碼 |
| Geneva Partners, LLC | 7,752 | $302.9 萬 | 1.49% | +4,733+156.8% | 加碼 |
| Harbour Investment Management LLC | 7,726 | $301.9 萬 | 1.53% | −22−0.3% | 減碼 |
| Brewin Dolphin Ltd | 7,719 | $301.6 萬 | 0.12% | +1,081+16.3% | 加碼 |
| Capital Insight Partners, LLC | 7,718 | $301.6 萬 | 0.66% | +212+2.8% | 加碼 |
| TrinityPoint Wealth, LLC | 7,714 | $301.4 萬 | 0.58% | −54−0.7% | 減碼 |
| West Branch Capital LLC | 7,713 | $301.4 萬 | 1.45% | +14+0.2% | 加碼 |
| Stanley-Laman Group, Ltd. | 7,703 | $301.0 萬 | 0.39% | +861+12.6% | 加碼 |
| Pantheon Investment Group, LLC | 7,673 | $300.0 萬 | 2.58% | +192+2.6% | 加碼 |
| Mitchell Capital Management Co | 7,674 | $299.9 萬 | 0.67% | −30−0.4% | 減碼 |
| Itau Unibanco Holding S.A. | 7,673 | $299.8 萬 | 0.16% | +7,461+3,519.3% | 加碼 |
| Dohj, LLC | 6,446 | $296.8 萬 | 1.41% | +257+4.2% | 加碼 |
| Doliver Advisors, LP | 7,559 | $295.4 萬 | 0.99% | +39+0.5% | 加碼 |
| Avestar Capital, LLC | 7,558 | $295.3 萬 | 0.57% | +423+5.9% | 加碼 |
| Decatur Capital Management, Inc. | 7,541 | $294.7 萬 | 1.94% | −8,858−54.0% | 減碼 |
| Ritholtz Wealth Management | 7,529 | $294.2 萬 | 0.20% | +108+1.5% | 加碼 |
| AIA Group Ltd | 7,515 | $293.6 萬 | 0.17% | −2,265−23.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 7,500 | $293.1 萬 | 0.35% | −533−6.6% | 減碼 |
| AIMZ Investment Advisors, LLC | 7,478 | $292.2 萬 | 1.32% | −64−0.8% | 減碼 |
| Wealth Alliance | 7,476 | $292.1 萬 | 0.66% | +97+1.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,470 | $291.9 萬 | 0.23% | +3,090+70.5% | 加碼 |
| K.J. Harrison & Partners Inc | 7,417 | $291.5 萬 | 0.42% | +20.0% | 加碼 |
| Kovack Advisors, Inc. | 7,425 | $290.1 萬 | 0.32% | +1,796+31.9% | 加碼 |
| Clear Street Markets LLC | 7,393 | $288.9 萬 | 0.64% | −95−1.3% | 減碼 |
| True North Advisors, LLC | 7,395 | $288.9 萬 | 0.57% | +177+2.5% | 加碼 |
| Baker Avenue Asset Management, LP | 7,392 | $288.8 萬 | 0.17% | +699+10.4% | 加碼 |
| Salem Investment Counselors Inc | 7,368 | $287.9 萬 | 0.16% | −50−0.7% | 減碼 |
| Boenning & Scattergood, Inc. | 7,332 | $286.5 萬 | 0.50% | +36+0.5% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,325 | $286.2 萬 | 1.03% | −39−0.5% | 減碼 |
| Cypress Capital, LLC | 7,319 | $286.0 萬 | 0.36% | +3,263+80.4% | 加碼 |
| Hyman Charles D | 7,285 | $284.7 萬 | 0.20% | +209+3.0% | 加碼 |
| Banco de Sabadell, S.A | 7,270 | $284.0 萬 | 1.91% | −5,081−41.1% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 7,255 | $283.5 萬 | 0.32% | +178+2.5% | 加碼 |
| Heritage Way Advisors, LLC | 7,185 | $280.7 萬 | 1.17% | −7−0.1% | 減碼 |
| Bank of Hawaii | 7,168 | $280.1 萬 | 0.16% | +1,049+17.1% | 加碼 |
| NEXT Financial Group, Inc | 7,130 | $278.6 萬 | 0.22% | +691+10.7% | 加碼 |
| MD Financial Management Inc. | 7,117 | $278.1 萬 | 0.07% | +448+6.7% | 加碼 |
| SevenBridge Financial Group, LLC | 7,051 | $275.5 萬 | 0.92% | −141−2.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 7,019 | $274.3 萬 | 0.02% | −500−6.6% | 減碼 |
| Philadelphia Trust Co | 7,012 | $274.0 萬 | 0.20% | +6,106+674.0% | 加碼 |
| Mechanics Bank Trust Department | 7,009 | $273.9 萬 | 0.44% | −54−0.8% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $273.6 萬 | 1.41% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 6,980 | $272.7 萬 | 1.10% | +6,980 | 新進 |
| Valley Brook Capital Group | 6,963 | $272.0 萬 | 2.69% | −39−0.6% | 減碼 |
| TFG Advisers LLC | 6,949 | $271.5 萬 | 1.31% | +28+0.4% | 加碼 |
| Ashford Capital Management Inc | 6,873 | $268.6 萬 | 0.24% | −228−3.2% | 減碼 |
| Valeo Financial Advisors, LLC | 6,868 | $268.4 萬 | 0.16% | +1,020+17.4% | 加碼 |
| MPS Loria Financial Planners, LLC | 6,859 | $268.0 萬 | 1.23% | +73+1.1% | 加碼 |
| Ameritas Investment Company, LLC | 6,854 | $267.8 萬 | 0.12% | +2,127+45.0% | 加碼 |
| Davis-Rea Ltd. | 6,800 | $265.7 萬 | 1.30% | +18+0.3% | 加碼 |
| Wunderlich Capital Managemnt | 6,796 | $265.5 萬 | 1.28% | +155+2.3% | 加碼 |
| FourThought Financial, LLC | 6,790 | $265.3 萬 | 0.35% | −1,148−14.5% | 減碼 |
| Legacy Wealth Management, LLC | 6,786 | $265.2 萬 | 1.42% | 00.0% | 不變 |
| Veriti Management LLC | 6,766 | $264.4 萬 | 0.38% | +14+0.2% | 加碼 |
| Heartland Bank & Trust Co | 6,737 | $263.2 萬 | 2.27% | +167+2.5% | 加碼 |
| Principle Wealth Partners LLC | 6,705 | $262.0 萬 | 0.30% | +200+3.1% | 加碼 |
| Elgethun Capital Management | 6,668 | $260.7 萬 | 0.90% | +22+0.3% | 加碼 |
| First Horizon Advisors, Inc. | 6,674 | $260.7 萬 | 0.09% | +2,369+55.0% | 加碼 |
| Birch Capital Management, LLC | 6,664 | $260.4 萬 | 1.77% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 6,654 | $260.0 萬 | 0.50% | +187+2.9% | 加碼 |
| Bogart Wealth, LLC | 6,643 | $259.6 萬 | 0.26% | +1,063+19.1% | 加碼 |
| Eads & Heald Wealth Management | 6,645 | $259.6 萬 | 1.25% | +1,761+36.1% | 加碼 |
| Van Cleef Asset Management,Inc | 6,626 | $258.9 萬 | 0.39% | −1,695−20.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 6,621 | $258.7 萬 | 0.35% | +14+0.2% | 加碼 |
| PFG Advisors | 6,613 | $258.4 萬 | 0.29% | −102−1.5% | 減碼 |
| Doyle Wealth Management | 6,611 | $258.3 萬 | 0.21% | +2,597+64.7% | 加碼 |
| Midwest Wealth Management Inc. | 6,602 | $258.0 萬 | 1.78% | +70+1.1% | 加碼 |
| Cassia Capital Partners, LLC | 6,602 | $258.0 萬 | 1.78% | +6,067+1,134.0% | 加碼 |
| Canandaigua National Corp | 6,581 | $257.1 萬 | 0.42% | −331−4.8% | 減碼 |
| DF Dent & Co Inc | 6,543 | $255.7 萬 | 0.03% | −492−7.0% | 減碼 |
| Summit X, LLC | 6,538 | $255.7 萬 | 0.64% | −10−0.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 6,508 | $254.3 萬 | 0.75% | +1,237+23.5% | 加碼 |
| Wealthsource Partners, LLC | 6,490 | $253.6 萬 | 0.22% | +817+14.4% | 加碼 |
| Harrell Investment Partners, LLC | 6,485 | $253.4 萬 | 0.82% | +208+3.3% | 加碼 |
| Patten Group, Inc. | 6,482 | $253.3 萬 | 0.74% | −50−0.8% | 減碼 |
| Rossmore Private Capital | 6,478 | $253.1 萬 | 0.43% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,456 | $252.3 萬 | 0.59% | −61−0.9% | 減碼 |
| NorthRock Partners, LLC | 6,392 | $251.6 萬 | 0.21% | +2,412+60.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,429 | $251.2 萬 | 0.82% | −774−10.7% | 減碼 |
| BBR Partners, LLC | 6,411 | $250.5 萬 | 0.21% | +17+0.3% | 加碼 |
| Donaldson Capital Management, LLC | 6,392 | $249.8 萬 | 0.13% | −59−0.9% | 減碼 |
| Townsend & Associates, Inc | 6,163 | $249.6 萬 | 1.23% | +354+6.1% | 加碼 |
| HM Capital Management, LLC | 6,379 | $249.3 萬 | 1.08% | +63+1.0% | 加碼 |
| Pearl River Capital, LLC | 6,377 | $249.2 萬 | 0.68% | +6,377 | 新進 |
| Mattern Wealth Management LLC | 6,370 | $248.9 萬 | 0.84% | −21−0.3% | 減碼 |
| Condor Capital Management | 6,370 | $248.9 萬 | 0.27% | +77+1.2% | 加碼 |
| Parisi Gray Wealth Management | 6,322 | $248.1 萬 | 1.03% | +5+0.1% | 加碼 |
| American National Registered Investment Advisor, Inc. | 6,338 | $247.7 萬 | 0.90% | −23−0.4% | 減碼 |
| Centric Wealth Management | 6,316 | $246.8 萬 | 0.91% | +49+0.8% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,243 | $245.0 萬 | 1.63% | +4+0.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,233 | $243.5 萬 | 0.01% | −53,897−89.6% | 減碼 |
| Carret Asset Management, LLC | 6,223 | $243.1 萬 | 0.29% | −93−1.5% | 減碼 |
| Engineers Gate Manager LP | 6,217 | $242.9 萬 | 0.14% | +1,770+39.8% | 加碼 |
| Atlas Private Wealth Management | 6,201 | $242.3 萬 | 1.48% | +74+1.2% | 加碼 |
| Northeast Financial Consultants Inc | 6,189 | $241.8 萬 | 0.16% | +6+0.1% | 加碼 |
| Royal Fund Management, LLC | 6,179 | $241.4 萬 | 0.39% | +828+15.5% | 加碼 |