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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 6,124 | $239.3 萬 | 1.12% | −311−4.8% | 減碼 |
| Voya Financial Advisors, Inc. | 5,945 | $238.0 萬 | 0.29% | +209+3.6% | 加碼 |
| Prelude Capital Management, LLC | 6,072 | $237.3 萬 | 0.13% | +4,250+233.3% | 加碼 |
| Little House Capital LLC | 6,069 | $237.2 萬 | 1.39% | −758−11.1% | 減碼 |
| Rehmann Capital Advisory Group | 6,048 | $237.1 萬 | 0.22% | −136−2.2% | 減碼 |
| Lee Financial Co | 6,060 | $236.8 萬 | 0.49% | −30.0% | 減碼 |
| Breiter Capital Management Inc | 6,048 | $236.3 萬 | 1.35% | +134+2.3% | 加碼 |
| Heritage Wealth Management, LLC | 6,029 | $235.6 萬 | 0.84% | +603+11.1% | 加碼 |
| Swaine & Leidel Wealth Services, LLC | 6,030 | $235.6 萬 | 2.08% | +6,030 | 新進 |
| Notis-McConarty Edward | 6,021 | $235.3 萬 | 0.86% | +335+5.9% | 加碼 |
| 180 Wealth Advisors, LLC | 5,488 | $234.9 萬 | 0.52% | +126+2.3% | 加碼 |
| Monetta Financial Services Inc | 6,000 | $234.4 萬 | 1.90% | 00.0% | 不變 |
| Russell Clark Investment Management Ltd | 6,000 | $234.4 萬 | 2.33% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 5,997 | $234.3 萬 | 0.64% | +741+14.1% | 加碼 |
| City Holding Co | 5,981 | $233.7 萬 | 0.40% | +1,414+31.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,977 | $233.5 萬 | 0.18% | +1,284+27.4% | 加碼 |
| Balentine LLC | 5,955 | $232.7 萬 | 0.09% | +3,268+121.6% | 加碼 |
| Arkadios Wealth Advisors | 5,953 | $232.6 萬 | 0.34% | +34+0.6% | 加碼 |
| Wealth Architects, LLC | 5,899 | $230.5 萬 | 0.45% | +119+2.1% | 加碼 |
| Sunbelt Securities, Inc. | 5,491 | $230.5 萬 | 0.41% | 00.0% | 不變 |
| KCS Wealth Advisory | 5,878 | $229.7 萬 | 1.09% | +112+1.9% | 加碼 |
| Platte River Wealth Advisors, LLC | 5,867 | $229.2 萬 | 0.85% | +100+1.7% | 加碼 |
| Charter Trust Co | 5,847 | $228.4 萬 | 0.21% | −156−2.6% | 減碼 |
| Dakota Wealth Management | 5,838 | $228.1 萬 | 0.26% | +1,029+21.4% | 加碼 |
| Abbrea Capital, LLC | 5,810 | $227.0 萬 | 0.34% | +334+6.1% | 加碼 |
| Menard Financial Group LLC | 5,772 | $225.5 萬 | 1.98% | +412+7.7% | 加碼 |
| Advisor OS, LLC | 5,765 | $225.1 萬 | 0.49% | −259−4.3% | 減碼 |
| Occidental Asset Management, LLC | 5,762 | $225.1 萬 | 0.58% | +203+3.7% | 加碼 |
| Burns J W & Co Inc | 5,749 | $224.6 萬 | 0.35% | +30+0.5% | 加碼 |
| South State Corp. | 5,735 | $224.1 萬 | 0.19% | +42+0.7% | 加碼 |
| Fluent Financial, LLC | 5,702 | $222.8 萬 | 0.95% | +195+3.5% | 加碼 |
| SkyView Investment Advisors, LLC | 5,679 | $221.9 萬 | 0.62% | +1,199+26.8% | 加碼 |
| Sugarloaf Wealth Management, LLC | 5,665 | $221.3 萬 | 0.58% | +197+3.6% | 加碼 |
| Balyasny Asset Management LLC | 5,653 | $220.9 萬 | 0.01% | −5,414−48.9% | 減碼 |
| Stokes Family Office, LLC | 5,624 | $219.8 萬 | 0.30% | +212+3.9% | 加碼 |
| Berman Capital Advisors, LLC | 5,623 | $219.6 萬 | 0.35% | +1,048+22.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,613 | $219.3 萬 | 0.57% | +129+2.4% | 加碼 |
| Griffin Asset Management, Inc. | 5,609 | $219.2 萬 | 0.28% | +1,220+27.8% | 加碼 |
| E&G Advisors, LP | 5,599 | $218.8 萬 | 0.59% | +5,599 | 加碼 |
| Oarsman Capital, Inc. | 5,555 | $217.1 萬 | 0.88% | +7+0.1% | 加碼 |
| Legacy Private Trust Co. | 5,555 | $217.1 萬 | 0.18% | +25+0.5% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,546 | $216.7 萬 | 1.09% | −127−2.2% | 減碼 |
| Windsor Group LTD | 5,520 | $216.6 萬 | 0.45% | +205+3.9% | 加碼 |
| Gofen & Glossberg LLC | 5,539 | $216.4 萬 | 0.05% | +449+8.8% | 加碼 |
| Seeyond | 5,531 | $216.1 萬 | 0.21% | −838−13.2% | 減碼 |
| Hartford Financial Management Inc. | 5,522 | $215.8 萬 | 0.55% | −41−0.7% | 減碼 |
| Oak Asset Management, LLC | 5,080 | $215.7 萬 | 0.90% | −40−0.8% | 減碼 |
| Van Den Berg Management I, Inc | 5,516 | $215.5 萬 | 0.42% | 00.0% | 不變 |
| Dempze Nancy E | 5,502 | $215.1 萬 | 1.69% | +95+1.8% | 加碼 |
| ARGI Investment Services, LLC | 5,502 | $215.0 萬 | 0.07% | +445+8.8% | 加碼 |
| Northside Capital Management, LLC | 5,469 | $213.7 萬 | 0.59% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 4,694 | $213.4 萬 | 0.19% | +4,694 | 新進 |
| Brown Miller Wealth Management, LLC | 5,459 | $213.3 萬 | 1.34% | +127+2.4% | 加碼 |
| Marcum Wealth, LLC | 5,446 | $212.8 萬 | 0.33% | −2,520−31.6% | 減碼 |
| Shepherd Financial Partners LLC | 5,426 | $212.1 萬 | 0.41% | +3,151+138.5% | 加碼 |
| GM Advisory Group, Inc. | 5,411 | $211.4 萬 | 0.21% | +39+0.7% | 加碼 |
| Brighton Jones LLC | 5,399 | $211.0 萬 | 0.11% | −103−1.9% | 減碼 |
| HawsGoodwin Investment Management LLC | 5,388 | $210.5 萬 | 0.64% | −24−0.4% | 減碼 |
| TrimTabs Asset Management, LLC | 5,138 | $209.1 萬 | 1.01% | 00.0% | 不變 |
| Renasant Bank | 5,343 | $208.8 萬 | 1.66% | +231+4.5% | 加碼 |
| Beaumont Financial Partners, LLC | 5,342 | $208.7 萬 | 0.16% | −272−4.8% | 減碼 |
| Avantax Planning Partners, Inc. | 5,338 | $208.6 萬 | 0.10% | +698+15.0% | 加碼 |
| Signet Investment Advisory Group, Inc. | 5,329 | $208.2 萬 | 1.31% | −138−2.5% | 減碼 |
| Smithfield Trust Co | 5,331 | $208.2 萬 | 0.14% | +39+0.7% | 加碼 |
| Bigelow Investment Advisors, LLC | 5,320 | $207.9 萬 | 1.02% | +52+1.0% | 加碼 |
| Founders Financial Securities LLC | 5,272 | $206.0 萬 | 0.41% | +242+4.8% | 加碼 |
| Circle Wealth Management, LLC | 5,260 | $205.5 萬 | 0.30% | +6+0.1% | 加碼 |
| Somerset Trust Co | 5,253 | $205.3 萬 | 0.84% | −97−1.8% | 減碼 |
| Northeast Financial Group, Inc. | 5,242 | $204.8 萬 | 1.32% | +90+1.7% | 加碼 |
| M&R Capital Management Inc | 5,242 | $204.8 萬 | 0.46% | +639+13.9% | 加碼 |
| Ashburton (Jersey) Ltd | 5,239 | $204.7 萬 | 0.90% | +74+1.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,227 | $204.2 萬 | 0.48% | +42+0.8% | 加碼 |
| McDonald Partners LLC | 5,217 | $203.8 萬 | 0.48% | +237+4.8% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,195 | $203.0 萬 | 2.42% | +410+8.6% | 加碼 |
| Triangle Securities Wealth Management | 5,185 | $202.6 萬 | 0.69% | −10.0% | 減碼 |
| TriaGen Wealth Management LLC | 5,177 | $202.3 萬 | 1.10% | 00.0% | 不變 |
| Bay Rivers Group | 5,172 | $202.1 萬 | 1.37% | +306+6.3% | 加碼 |
| Brown Advisory Securities, LLC | 5,159 | $201.6 萬 | 0.60% | +787+18.0% | 加碼 |
| NinePointTwo Capital | 5,153 | $201.3 萬 | 0.78% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,019 | $201.0 萬 | 0.22% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 5,141 | $200.9 萬 | 0.83% | −24−0.5% | 減碼 |
| Caxton Associates LP | 5,126 | $200.3 萬 | 0.28% | +5,126 | 新進 |
| JNBA Financial Advisors | 5,119 | $200.0 萬 | 0.27% | +282+5.8% | 加碼 |
| Fairbanks Capital Management, Inc. | 5,119 | $200.0 萬 | 1.63% | +1,048+25.7% | 加碼 |
| Gries Financial LLC | 5,108 | $199.6 萬 | 0.63% | −780−13.2% | 減碼 |
| Moser Wealth Advisors, LLC | 5,105 | $199.5 萬 | 1.28% | 00.0% | 不變 |
| Highland Private Wealth Management | 5,094 | $199.1 萬 | 0.28% | −5−0.1% | 減碼 |
| Engine No. 1 LLC | 5,075 | $198.3 萬 | 0.51% | +2,062+68.4% | 加碼 |
| Regency Capital Management Inc. | 5,065 | $197.9 萬 | 1.39% | +5,065 | 新進 |
| Capital City Trust Co | 5,063 | $197.8 萬 | 0.61% | −15−0.3% | 減碼 |
| DT Investment Partners, LLC | 5,060 | $197.7 萬 | 0.27% | +2,655+110.4% | 加碼 |
| RFG Advisory, LLC | 5,057 | $197.6 萬 | 0.16% | −134−2.6% | 減碼 |
| Strategic Global Advisors, LLC | 5,051 | $197.4 萬 | 0.29% | +1,102+27.9% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 5,049 | $197.3 萬 | 0.60% | +203+4.2% | 加碼 |
| Ingalls & Snyder LLC | 5,012 | $195.8 萬 | 0.09% | −85−1.7% | 減碼 |
| Financial Advisory Service, Inc. | 5,009 | $195.7 萬 | 0.18% | +312+6.6% | 加碼 |
| Intact Investment Management Inc. | 5,000 | $195.4 萬 | 0.05% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 5,000 | $195.4 萬 | 0.21% | 00.0% | 不變 |
| Ascendant Capital Management, LLC | 5,000 | $195.4 萬 | 1.48% | +5,000 | 新進 |
| Trust Investment Advisors | 4,958 | $193.7 萬 | 1.73% | −18−0.4% | 減碼 |