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 |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 38,382 | $1,500 萬 | 0.86% | +10.0% | 加碼 |
| Torray LLC | 38,105 | $1,489 萬 | 2.28% | −2,371−5.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 37,982 | $1,484 萬 | 0.61% | +715+1.9% | 加碼 |
| James Investment Research Inc | 37,969 | $1,484 萬 | 1.38% | −506−1.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 32,623 | $1,481 萬 | 0.54% | +243+0.8% | 加碼 |
| Advisors Asset Management, Inc. | 37,813 | $1,478 萬 | 0.22% | −12,468−24.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 37,800 | $1,477 萬 | 0.04% | +1,056+2.9% | 加碼 |
| Aptus Capital Advisors, LLC | 37,596 | $1,469 萬 | 0.58% | +4,870+14.9% | 加碼 |
| CCM Investment Advisers LLC | 37,445 | $1,463 萬 | 1.90% | −97−0.3% | 減碼 |
| GWM Advisors LLC | 37,025 | $1,447 萬 | 0.36% | +5,785+18.5% | 加碼 |
| Pinnacle Associates Ltd | 36,997 | $1,446 萬 | 0.27% | −4,616−11.1% | 減碼 |
| Lockheed Martin Investment Management Co | 36,897 | $1,442 萬 | 0.78% | +2,960+8.7% | 加碼 |
| Palisade Asset Management, LLC | 36,547 | $1,428 萬 | 1.74% | +150.0% | 加碼 |
| Bragg Financial Advisors, Inc | 36,526 | $1,427 萬 | 0.91% | +209+0.6% | 加碼 |
| Albion Financial Group | 36,470 | $1,425 萬 | 1.25% | +122+0.3% | 加碼 |
| O'Shares Investment Advisers, LLC | 36,435 | $1,424 萬 | 1.05% | −9,377−20.5% | 減碼 |
| Washington Trust Bank | 36,280 | $1,418 萬 | 1.66% | +517+1.4% | 加碼 |
| Advisory Research Inc | 36,246 | $1,416 萬 | 0.91% | −491−1.3% | 減碼 |
| Chesley Taft & Associates LLC | 36,209 | $1,415 萬 | 0.81% | −110.0% | 減碼 |
| Siemens Fonds Invest GmbH | 36,158 | $1,413 萬 | 0.94% | +1,676+4.9% | 加碼 |
| Violich Capital Management, Inc. | 36,125 | $1,412 萬 | 2.27% | +800+2.3% | 加碼 |
| Ieq Capital, LLC | 35,760 | $1,397 萬 | 0.37% | +5,681+18.9% | 加碼 |
| Cypress Capital Management LLC | 34,775 | $1,393 萬 | 1.84% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 35,074 | $1,371 萬 | 1.18% | +117+0.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,983 | $1,368 萬 | 0.21% | +1,909+5.8% | 加碼 |
| Stewart Asset Management, LLC | 34,765 | $1,358 萬 | 7.10% | −42−0.1% | 減碼 |
| Horizon Investments, LLC | 34,751 | $1,358 萬 | 0.42% | +5,045+17.0% | 加碼 |
| Andra AP-fonden | 34,500 | $1,348 萬 | 0.28% | +2,800+8.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 34,431 | $1,345 萬 | 0.55% | +593+1.8% | 加碼 |
| Neville Rodie & Shaw Inc | 34,228 | $1,337 萬 | 1.04% | −573−1.6% | 減碼 |
| Arbor Wealth Management, LLC | 33,798 | $1,321 萬 | 3.11% | +2,337+7.4% | 加碼 |
| Trexquant Investment LP | 33,681 | $1,316 萬 | 1.05% | +26,072+342.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 33,680 | $1,316 萬 | 1.22% | −314−0.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 33,569 | $1,312 萬 | 0.89% | +1,189+3.7% | 加碼 |
| Hexavest Inc. | 33,568 | $1,312 萬 | 0.80% | −6,439−16.1% | 減碼 |
| D.A. Davidson & Co. | 33,565 | $1,312 萬 | 0.15% | +845+2.6% | 加碼 |
| Bamco Inc | 33,555 | $1,311 萬 | 0.03% | +5,570+19.9% | 加碼 |
| Veritable, L.P. | 33,551 | $1,311 萬 | 0.21% | −270−0.8% | 減碼 |
| HighTower Trust Services, LTA | 33,461 | $1,308 萬 | 1.61% | +88+0.3% | 加碼 |
| Smith Group Asset Management, LLC | 33,359 | $1,304 萬 | 0.67% | +33,359 | 新進 |
| Bank of the West | 33,201 | $1,297 萬 | 1.36% | +656+2.0% | 加碼 |
| Wallington Asset Management, LLC | 32,851 | $1,284 萬 | 2.14% | −150.0% | 減碼 |
| TD Private Client Wealth LLC | 32,802 | $1,282 萬 | 0.55% | +290+0.9% | 加碼 |
| Harbor Investment Advisory, LLC | 32,742 | $1,279 萬 | 1.74% | +140+0.4% | 加碼 |
| Alpha Cubed Investments, LLC | 32,473 | $1,269 萬 | 0.95% | +1,870+6.1% | 加碼 |
| Fidelity National Financial, Inc. | 32,440 | $1,268 萬 | 0.94% | 00.0% | 不變 |
| Comerica Securities,inc. | 32,440 | $1,268 萬 | 0.90% | +718+2.3% | 加碼 |
| Hancock Whitney Corp | 32,357 | $1,264 萬 | 0.44% | −9,544−22.8% | 減碼 |
| Copeland Capital Management, LLC | 32,356 | $1,264 萬 | 0.36% | +11,487+55.0% | 加碼 |
| Premier Asset Management LLC | 32,338 | $1,264 萬 | 1.75% | +2,292+7.6% | 加碼 |
| Pittenger & Anderson Inc | 32,255 | $1,260 萬 | 0.63% | +1,818+6.0% | 加碼 |
| Marshall Wace, LLP | 32,184 | $1,258 萬 | 0.06% | +17,797+123.7% | 加碼 |
| Addenda Capital Inc. | 32,152 | $1,256 萬 | 0.59% | −388−1.2% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 32,096 | $1,254 萬 | 6.90% | −722−2.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 32,047 | $1,252 萬 | 0.97% | −642−2.0% | 減碼 |
| Diversified Trust Co | 32,032 | $1,252 萬 | 0.45% | −2,551−7.4% | 減碼 |
| Twin Capital Management Inc | 32,003 | $1,251 萬 | 1.28% | −970−2.9% | 減碼 |
| Nicola Wealth Management Ltd. | 32,000 | $1,250 萬 | 1.29% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 27,320 | $1,242 萬 | 2.44% | +249+0.9% | 加碼 |
| Atlantic Union Bankshares Corp | 31,672 | $1,238 萬 | 1.16% | +118+0.4% | 加碼 |
| RiverPark Advisors, LLC | 31,615 | $1,235 萬 | 1.51% | +3,193+11.2% | 加碼 |
| Blueshift Asset Management, LLC | 31,539 | $1,232 萬 | 0.69% | +29,888+1,810.3% | 加碼 |
| Amica Mutual Insurance Co | 31,490 | $1,230 萬 | 1.28% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 31,428 | $1,228 萬 | 0.56% | +1,718+5.8% | 加碼 |
| Transform Wealth, LLC | 31,388 | $1,227 萬 | 1.41% | +230+0.7% | 加碼 |
| Value Partners Investments Inc. | 31,430 | $1,221 萬 | 1.04% | +200+0.6% | 加碼 |
| Cullinan Associates Inc | 31,222 | $1,220 萬 | 0.67% | +975+3.2% | 加碼 |
| Gotham Asset Management, LLC | 31,036 | $1,213 萬 | 0.49% | +5,146+19.9% | 加碼 |
| Vestor Capital, LLC | 31,014 | $1,212 萬 | 1.26% | +9,095+41.5% | 加碼 |
| Allstate Corp | 30,774 | $1,203 萬 | 0.50% | −1,951−6.0% | 減碼 |
| Buckingham Capital Management, Inc. | 30,498 | $1,192 萬 | 1.95% | +891+3.0% | 加碼 |
| Adell Harriman & Carpenter Inc | 30,388 | $1,187 萬 | 1.24% | −47−0.2% | 減碼 |
| Edgestream Partners, L.P. | 30,368 | $1,187 萬 | 0.73% | +1,307+4.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 30,267 | $1,183 萬 | 1.21% | +9,876+48.4% | 加碼 |
| German American Bancorp, Inc. | 30,236 | $1,182 萬 | 1.82% | +924+3.2% | 加碼 |
| Venturi Wealth Management, LLC | 30,220 | $1,181 萬 | 0.99% | −1,089−3.5% | 減碼 |
| Carlson Capital Management | 30,221 | $1,181 萬 | 1.26% | +394+1.3% | 加碼 |
| Rafferty Asset Management, LLC | 30,064 | $1,175 萬 | 0.08% | +10,349+52.5% | 加碼 |
| Gabalex Capital Management LLC | 30,000 | $1,172 萬 | 5.42% | +10,000+50.0% | 加碼 |
| EP Wealth Advisors, LLC | 29,661 | $1,159 萬 | 0.32% | −1,911−6.1% | 減碼 |
| Cresset Asset Management, LLC | 29,643 | $1,158 萬 | 0.16% | +3,273+12.4% | 加碼 |
| Pioneer Trust Bank N A | 29,533 | $1,154 萬 | 3.30% | −50−0.2% | 減碼 |
| Park Avenue Securities LLC | 29,513 | $1,153 萬 | 0.23% | +1,920+7.0% | 加碼 |
| Northern Oak Wealth Management Inc | 29,481 | $1,152 萬 | 1.40% | −125−0.4% | 減碼 |
| Appleton Partners Inc | 29,319 | $1,146 萬 | 0.95% | −897−3.0% | 減碼 |
| Cigna Investments Inc | 28,989 | $1,133 萬 | 0.85% | −568−1.9% | 減碼 |
| Picton Mahoney Asset Management | 28,900 | $1,129 萬 | 0.44% | +225+0.8% | 加碼 |
| Bridgecreek Investment Management, LLC | 28,870 | $1,128 萬 | 1.61% | +30+0.1% | 加碼 |
| Sectoral Asset Management Inc | 28,800 | $1,125 萬 | 0.94% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 28,739 | $1,123 萬 | 0.41% | +163+0.6% | 加碼 |
| Madison Asset Management, LLC | 28,718 | $1,122 萬 | 0.15% | +748+2.7% | 加碼 |
| Logan Capital Management Inc | 28,418 | $1,110 萬 | 0.52% | 00.0% | 不變 |
| Leuthold Group, LLC | 28,419 | $1,110 萬 | 1.36% | +78+0.3% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,261 | $1,104 萬 | 0.43% | +770+2.8% | 加碼 |
| Columbus Point LLP | 28,253 | $1,104 萬 | 5.26% | +28,253 | 新進 |
| Granite Investment Advisors, LLC | 28,110 | $1,098 萬 | 1.78% | −780−2.7% | 減碼 |
| King Wealth | 28,105 | $1,098 萬 | 2.25% | +125+0.4% | 加碼 |
| Forbes J M & Co LLP | 27,795 | $1,086 萬 | 1.37% | +456+1.7% | 加碼 |
| Howe & Rusling Inc | 27,758 | $1,085 萬 | 1.36% | −605−2.1% | 減碼 |
| Cohen Klingenstein LLC | 27,700 | $1,082 萬 | 0.47% | +3,200+13.1% | 加碼 |