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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 4,236 | $192.1 萬 | 0.35% | +464+12.3% | 加碼 |
| WSFS Capital Management, LLC | 4,891 | $191.1 萬 | 0.87% | +134+2.8% | 加碼 |
| Spears Abacus Advisors LLC | 4,886 | $190.9 萬 | 0.14% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 4,861 | $190.0 萬 | 0.63% | +9+0.2% | 加碼 |
| Cottage Street Advisors LLC | 4,821 | $188.4 萬 | 1.27% | 00.0% | 不變 |
| Constitution Capital LLC | 4,819 | $188.3 萬 | 1.13% | +425+9.7% | 加碼 |
| Compton Capital Management Inc | 4,815 | $188.1 萬 | 0.55% | −50−1.0% | 減碼 |
| Strategic Investment Advisors | 4,802 | $187.6 萬 | 0.41% | +426+9.7% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,051 | $187.4 萬 | 0.64% | +219+5.7% | 加碼 |
| Sciencast Management LP | 4,688 | $187.1 萬 | 0.53% | +4,688 | 新進 |
| Personal Cfo Solutions, LLC | 4,761 | $186.0 萬 | 0.38% | −22−0.5% | 減碼 |
| Beacon Financial Group | 4,641 | $185.9 萬 | 0.26% | +116+2.6% | 加碼 |
| Suncoast Equity Management | 4,756 | $185.8 萬 | 0.26% | +320+7.2% | 加碼 |
| Wintrust Investments LLC | 4,736 | $185.0 萬 | 0.25% | +42+0.9% | 加碼 |
| Leonteq Securities AG | 4,719 | $184.4 萬 | 0.10% | +3,476+279.6% | 加碼 |
| Harvey Investment Co LLC | 4,715 | $184.2 萬 | 0.24% | +535+12.8% | 加碼 |
| Alaethes Wealth LLC | 4,709 | $184.0 萬 | 1.34% | +281+6.3% | 加碼 |
| Ellis Investment Partners, LLC | 4,702 | $183.7 萬 | 0.46% | −129−2.7% | 減碼 |
| Charles Schwab Trust Co | 4,693 | $183.4 萬 | 0.36% | +353+8.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 4,680 | $182.9 萬 | 0.13% | +131+2.9% | 加碼 |
| Affiance Financial, LLC | 4,675 | $182.7 萬 | 0.79% | −13−0.3% | 減碼 |
| Warren Averett Asset Management, LLC | 3,980 | $182.1 萬 | 0.16% | +106+2.7% | 加碼 |
| Means Investment Co., Inc. | 4,636 | $181.1 萬 | 0.36% | +32+0.7% | 加碼 |
| Cape Ann Savings Bank | 4,629 | $180.9 萬 | 1.17% | +27+0.6% | 加碼 |
| Liberty One Investment Management, LLC | 4,610 | $180.1 萬 | 0.31% | −41−0.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,606 | $180.0 萬 | 0.40% | +26+0.6% | 加碼 |
| Cito Capital Group, LLC | 4,600 | $179.7 萬 | 0.84% | 00.0% | 不變 |
| Ami Investment Management Inc | 4,592 | $179.4 萬 | 0.77% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 4,590 | $179.3 萬 | 0.36% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 4,583 | $179.1 萬 | 0.95% | +75+1.7% | 加碼 |
| DCM Advisors, LLC | 4,578 | $178.9 萬 | 0.69% | +3,582+359.6% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $178.8 萬 | 0.67% | +1,275+38.6% | 加碼 |
| Roof Eidam & Maycock | 4,565 | $178.4 萬 | 0.66% | −120−2.6% | 減碼 |
| Joel Isaacson & Co., LLC | 4,565 | $178.4 萬 | 0.13% | +18+0.4% | 加碼 |
| River Wealth Advisors LLC | 4,559 | $178.2 萬 | 0.31% | −8−0.2% | 減碼 |
| Country Club Trust Company, n.a. | 4,439 | $177.7 萬 | 0.15% | +146+3.4% | 加碼 |
| Certified Advisory Corp | 4,542 | $177.5 萬 | 0.43% | +143+3.3% | 加碼 |
| Optas, LLC | 4,537 | $177.3 萬 | 0.52% | +10+0.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 4,516 | $176.4 萬 | 0.04% | +125+2.8% | 加碼 |
| Waycross Partners, LLC | 4,500 | $175.8 萬 | 1.11% | 00.0% | 不變 |
| WD Rutherford LLC | 4,490 | $175.4 萬 | 0.95% | −55−1.2% | 減碼 |
| Signature Wealth Management Group | 4,451 | $173.9 萬 | 0.97% | +365+8.9% | 加碼 |
| Alta Capital Management LLC | 4,446 | $173.7 萬 | 0.10% | −3,812−46.2% | 減碼 |
| Kistler-Tiffany Companies, LLC | 4,424 | $172.9 萬 | 0.39% | −386−8.0% | 減碼 |
| Altavista Wealth Management, Inc. | 4,411 | $172.3 萬 | 0.38% | −761−14.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 4,406 | $172.2 萬 | 0.78% | +213+5.1% | 加碼 |
| Manchester Capital Management LLC | 4,393 | $171.7 萬 | 0.23% | +24+0.5% | 加碼 |
| Peachtree Investment Partners, LLC | 4,373 | $170.9 萬 | 0.84% | −67−1.5% | 減碼 |
| Hudson Canyon Capital Management | 4,365 | $170.6 萬 | 1.31% | −161−3.6% | 減碼 |
| Keudell/Morrison Wealth Management | 4,362 | $170.4 萬 | 0.73% | −60−1.4% | 減碼 |
| Simmons Bank | 4,356 | $170.2 萬 | 0.12% | +401+10.1% | 加碼 |
| Welch & Forbes LLC | 4,352 | $170.0 萬 | 0.03% | −220−4.8% | 減碼 |
| Stableford Capital II LLC | 4,038 | $169.7 萬 | 0.86% | +2,229+123.2% | 加碼 |
| Washburn Capital Management, Inc. | 4,323 | $168.9 萬 | 1.10% | +220+5.4% | 加碼 |
| Summit Financial, LLC | 4,321 | $168.8 萬 | 0.14% | +2,067+91.7% | 加碼 |
| WP Advisors, LLC | 4,318 | $168.7 萬 | 0.69% | −6−0.1% | 減碼 |
| Groesbeck Investment Management Corp | 4,310 | $168.4 萬 | 1.94% | −640−12.9% | 減碼 |
| Miracle Mile Advisors, LLC | 4,307 | $168.3 萬 | 0.08% | +231+5.7% | 加碼 |
| Walter & Keenan Financial Consulting Co | 4,287 | $167.5 萬 | 0.57% | +123+3.0% | 加碼 |
| Van Leeuwen & Company, LLC | 4,286 | $167.5 萬 | 1.03% | +1,606+59.9% | 加碼 |
| Valmark Advisers, Inc. | 4,270 | $166.8 萬 | 0.03% | +215+5.3% | 加碼 |
| Gryphon Financial Partners LLC | 4,261 | $166.5 萬 | 0.39% | +45+1.1% | 加碼 |
| Perpetual Investment Management Ltd | 4,256 | $166.4 萬 | 0.21% | +1,020+31.5% | 加碼 |
| Glen Eagle Advisors, LLC | 4,248 | $166.0 萬 | 0.48% | +157+3.8% | 加碼 |
| QP Wealth Management, LLC | 4,214 | $164.7 萬 | 1.77% | −59−1.4% | 減碼 |
| Bell Bank | 4,200 | $164.1 萬 | 0.20% | +166+4.1% | 加碼 |
| US Asset Management LLC | 4,197 | $164.0 萬 | 1.59% | +4,197 | 新進 |
| Inscription Capital, LLC | 4,179 | $163.3 萬 | 0.51% | −2,326−35.8% | 減碼 |
| Wolf Group Capital Advisors | 4,161 | $162.6 萬 | 0.89% | +4,161 | 新進 |
| 55I, LLC | 4,156 | $162.4 萬 | 0.05% | +2,944+242.9% | 加碼 |
| Alps Advisors Inc | 4,146 | $162.0 萬 | 0.02% | −300−6.7% | 減碼 |
| MidWestOne Financial Group, Inc. | 4,138 | $161.7 萬 | 0.38% | −188−4.3% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $161.6 萬 | 1.38% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 4,129 | $161.4 萬 | 0.23% | +196+5.0% | 加碼 |
| Berger Financial Group, Inc | 4,128 | $161.3 萬 | 0.29% | −6−0.1% | 減碼 |
| Kozak & Associates, Inc. | 3,546 | $159.8 萬 | 0.94% | +3,546 | 新進 |
| First Pacific Advisors, LP | 4,085 | $159.6 萬 | 0.02% | −450−9.9% | 減碼 |
| Independent Financial Group, LLC | 4,072 | $159.1 萬 | 0.16% | +33+0.8% | 加碼 |
| Red Cedar Capital, LLC | 4,066 | $158.9 萬 | 0.97% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 4,061 | $158.7 萬 | 0.46% | −17−0.4% | 減碼 |
| Mirova | 4,054 | $158.4 萬 | 0.20% | +364+9.9% | 加碼 |
| Wolverine Trading, LLC | 3,953 | $158.3 萬 | 0.03% | +3,953 | 新進 |
| Fort, L.P. | 4,032 | $157.5 萬 | 0.52% | −569−12.4% | 減碼 |
| SRB Corp | 4,007 | $156.6 萬 | 0.09% | +4,007 | 新進 |
| Viking Fund Management LLC | 4,000 | $156.3 萬 | 0.45% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $156.3 萬 | 0.66% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 3,988 | $155.8 萬 | 0.17% | 00.0% | 不變 |
| Quilter Plc | 3,982 | $155.6 萬 | 0.04% | +100+2.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,974 | $155.3 萬 | 0.32% | +144+3.8% | 加碼 |
| BFSG, LLC | 3,955 | $154.5 萬 | 0.24% | +3,955 | 新進 |
| Fiduciary Group LLC | 3,396 | $154.4 萬 | 0.18% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,939 | $153.9 萬 | 1.09% | +144+3.8% | 加碼 |
| Westover Capital Advisors, LLC | 3,916 | $153.0 萬 | 0.48% | +60+1.6% | 加碼 |
| First Business Financial Services, Inc. | 3,915 | $153.0 萬 | 0.18% | +189+5.1% | 加碼 |
| Kore Private Wealth LLC | 3,915 | $153.0 萬 | 0.16% | +224+6.1% | 加碼 |
| Rational Advisors LLC | 3,910 | $152.8 萬 | 0.12% | +228+6.2% | 加碼 |
| First Nebraska Trust Co | 3,905 | $152.6 萬 | 0.20% | +350+9.8% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $152.4 萬 | 0.81% | −275−6.6% | 減碼 |
| Rede Wealth, LLC | 3,897 | $152.3 萬 | 0.81% | +439+12.7% | 加碼 |
| Lavaca Capital LLC | 3,877 | $151.5 萬 | 0.76% | 00.0% | 不變 |