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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 19,650 | $767.8 萬 | 0.02% | −246,720−92.6% | 減碼 |
| Roundview Capital LLC | 19,645 | $767.6 萬 | 0.85% | +1,870+10.5% | 加碼 |
| Cetera Advisors LLC | 19,614 | $766.4 萬 | 0.15% | +1,527+8.4% | 加碼 |
| Greenline Partners, LLC | 19,560 | $764.3 萬 | 1.60% | −86−0.4% | 減碼 |
| BBVA USA | 19,511 | $762.4 萬 | 0.45% | −1,100−5.3% | 減碼 |
| PKO Investment Management Joint-Stock Co | 19,444 | $759.8 萬 | 0.91% | +3,399+21.2% | 加碼 |
| Advanced Asset Management Advisors Inc | 19,400 | $758.0 萬 | 1.63% | 00.0% | 不變 |
| Greenleaf Trust | 19,285 | $753.5 萬 | 0.09% | +520+2.8% | 加碼 |
| Scholtz & Company, LLC | 19,198 | $750.1 萬 | 2.65% | +2,814+17.2% | 加碼 |
| Corient Capital Partners, LLC | 19,191 | $749.9 萬 | 0.55% | +1,102+6.1% | 加碼 |
| Meridian Wealth Management, LLC | 19,116 | $747.0 萬 | 0.92% | +1,572+9.0% | 加碼 |
| BTC Capital Management, Inc. | 19,072 | $745.9 萬 | 0.84% | −135−0.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 19,072 | $745.2 萬 | 0.32% | −2,598−12.0% | 減碼 |
| Chronos Wealth Management, LLC | 18,996 | $742.2 萬 | 5.05% | +260+1.4% | 加碼 |
| Equitable Trust Co | 18,852 | $736.6 萬 | 0.47% | +2,859+17.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 18,684 | $730.1 萬 | 0.13% | −151−0.8% | 減碼 |
| Private Advisory Group LLC | 18,676 | $729.7 萬 | 1.78% | +554+3.1% | 加碼 |
| KMG Fiduciary Partners, LLC | 18,649 | $728.7 萬 | 1.24% | −2,058−9.9% | 減碼 |
| Kesler, Norman & Wride, LLC | 18,634 | $728.1 萬 | 1.72% | +131+0.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 18,549 | $724.8 萬 | 1.90% | +88+0.5% | 加碼 |
| Burt Wealth Advisors | 18,534 | $724.2 萬 | 2.31% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 18,473 | $721.8 萬 | 2.19% | −489−2.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 18,428 | $720.1 萬 | 0.70% | −134−0.7% | 減碼 |
| Cozad Asset Management Inc | 18,392 | $718.6 萬 | 1.12% | +405+2.3% | 加碼 |
| Unified Trust Company, N.A. | 18,346 | $716.9 萬 | 2.11% | +45+0.2% | 加碼 |
| Barings LLC | 18,344 | $716.8 萬 | 0.16% | +668+3.8% | 加碼 |
| Ascent Wealth Partners, LLC | 18,286 | $714.5 萬 | 1.37% | −52−0.3% | 減碼 |
| Toth Financial Advisory Corp | 18,240 | $712.7 萬 | 1.08% | +771+4.4% | 加碼 |
| AdvisorNet Financial, Inc | 18,236 | $712.5 萬 | 0.50% | −17,848−49.5% | 減碼 |
| Princeton Global Asset Management LLC | 18,218 | $711.9 萬 | 2.17% | +11+0.1% | 加碼 |
| Cubic Asset Management, LLC | 18,143 | $708.9 萬 | 1.75% | −1,105−5.7% | 減碼 |
| Citizens National Bank Trust Department | 18,118 | $708.0 萬 | 2.01% | +488+2.8% | 加碼 |
| Autus Asset Management, LLC | 18,024 | $704.2 萬 | 0.77% | +483+2.8% | 加碼 |
| Connors Investor Services Inc | 17,979 | $702.5 萬 | 0.74% | +279+1.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 17,976 | $702.4 萬 | 0.48% | +469+2.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 17,897 | $699.3 萬 | 0.26% | +2,914+19.4% | 加碼 |
| Ninety One SA (PTY) Ltd | 17,576 | $698.5 萬 | 2.72% | −722−3.9% | 減碼 |
| Credit Agricole S A | 17,845 | $697.4 萬 | 0.25% | +4,924+38.1% | 加碼 |
| EULAV Asset Management | 17,803 | $695.6 萬 | 0.18% | −50.0% | 減碼 |
| AlphaCrest Capital Management LLC | 17,748 | $693.5 萬 | 0.36% | −12,402−41.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 17,734 | $692.9 萬 | 0.14% | +1,638+10.2% | 加碼 |
| Wright Investors Service Inc | 17,657 | $689.9 萬 | 1.96% | +813+4.8% | 加碼 |
| Avantax Advisory Services, Inc. | 17,577 | $688.0 萬 | 0.11% | +588+3.5% | 加碼 |
| Lincoln Capital Corp | 17,587 | $687.2 萬 | 3.69% | +494+2.9% | 加碼 |
| Brown Brothers Harriman & Co | 17,547 | $685.6 萬 | 0.04% | +299+1.7% | 加碼 |
| Olstein Capital Management, L.P. | 17,500 | $683.8 萬 | 0.84% | −1,000−5.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 17,493 | $683.5 萬 | 0.05% | +997+6.0% | 加碼 |
| Weatherly Asset Management L. P. | 17,452 | $681.9 萬 | 0.83% | −160−0.9% | 減碼 |
| Integrated Advisors Network LLC | 17,341 | $677.6 萬 | 0.45% | +2,395+16.0% | 加碼 |
| Fragasso Group Inc. | 17,167 | $670.8 萬 | 0.89% | +1,541+9.9% | 加碼 |
| Churchill Management Corp | 17,156 | $670.4 萬 | 0.10% | +17,156 | 新進 |
| Chemung Canal Trust Co | 17,146 | $670.0 萬 | 1.29% | −98−0.6% | 減碼 |
| Richard Bernstein Advisors LLC | 17,130 | $669.3 萬 | 0.13% | +896+5.5% | 加碼 |
| Alexandria Capital, LLC | 17,100 | $668.2 萬 | 0.62% | +584+3.5% | 加碼 |
| Consolidated Investment Group LLC | 17,100 | $668.2 萬 | 1.05% | +3,600+26.7% | 加碼 |
| Mattern Capital Management, LLC | 17,043 | $665.9 萬 | 1.31% | +107+0.6% | 加碼 |
| Pallas Capital Advisors LLC | 14,527 | $664.4 萬 | 0.73% | +2,822+24.1% | 加碼 |
| Spinnaker Trust | 16,993 | $664.0 萬 | 0.46% | +351+2.1% | 加碼 |
| Dana Investment Advisors, Inc. | 16,964 | $662.9 萬 | 0.30% | −1,545−8.3% | 減碼 |
| Stolper Co | 16,965 | $662.9 萬 | 3.17% | −102−0.6% | 減碼 |
| Empire Life Investments Inc. | 16,960 | $662.7 萬 | 0.43% | −654−3.7% | 減碼 |
| S&T Bank | 16,926 | $661.3 萬 | 1.02% | +2,625+18.4% | 加碼 |
| HBK Sorce Advisory LLC | 16,904 | $660.8 萬 | 0.36% | +1,482+9.6% | 加碼 |
| Kings Point Capital Management | 16,900 | $660.4 萬 | 0.59% | +257+1.5% | 加碼 |
| Toroso Investments, LLC | 16,855 | $659.0 萬 | 0.25% | +2,775+19.7% | 加碼 |
| Riverpark Capital Management LLC | 16,791 | $656.1 萬 | 2.32% | +2,205+15.1% | 加碼 |
| Silvant Capital Management LLC | 16,737 | $654.0 萬 | 1.17% | −3,074−15.5% | 減碼 |
| Thompson Investment Management, Inc. | 16,713 | $653.1 萬 | 0.97% | −337−2.0% | 減碼 |
| Arjuna Capital | 16,634 | $650.0 萬 | 2.64% | +833+5.3% | 加碼 |
| Evergreen Capital Management LLC | 16,614 | $649.2 萬 | 0.29% | +1,232+8.0% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 16,544 | $646.4 萬 | 4.13% | −50.0% | 減碼 |
| Asset Planning Services Inc | 16,510 | $645.1 萬 | 3.81% | 00.0% | 不變 |
| Winmill & Co. Inc | 16,475 | $643.7 萬 | 2.06% | 00.0% | 不變 |
| Meritage Portfolio Management | 16,472 | $643.6 萬 | 0.39% | +101+0.6% | 加碼 |
| Elk River Wealth Management, LLC | 16,423 | $641.7 萬 | 1.62% | +357+2.2% | 加碼 |
| Executive Wealth Management, LLC | 16,313 | $637.4 萬 | 0.70% | +167+1.0% | 加碼 |
| Fulton Bank, N.A. | 16,264 | $635.5 萬 | 0.30% | −2,458−13.1% | 減碼 |
| Primecap Management Co | 16,205 | $633.2 萬 | 0.00% | +6,801+72.3% | 加碼 |
| Schnieders Capital Management LLC | 16,176 | $632.1 萬 | 1.70% | +591+3.8% | 加碼 |
| Sigma Investment Counselors Inc | 16,174 | $632.0 萬 | 0.47% | +258+1.6% | 加碼 |
| Anchor Investment Management, LLC | 16,154 | $631.2 萬 | 0.88% | +131+0.8% | 加碼 |
| Liberty Capital Management, Inc. | 16,135 | $630.5 萬 | 1.86% | +12+0.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 16,123 | $630.0 萬 | 0.91% | +1,246+8.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 16,118 | $629.8 萬 | 0.52% | +204+1.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 16,114 | $629.7 萬 | 0.65% | +588+3.8% | 加碼 |
| KCM Investment Advisors LLC | 16,097 | $629.0 萬 | 0.25% | +707+4.6% | 加碼 |
| GHP Investment Advisors, Inc. | 16,093 | $628.8 萬 | 0.50% | +93+0.6% | 加碼 |
| First Midwest Bank Trust Division | 16,001 | $625.2 萬 | 0.89% | +79+0.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 15,963 | $623.8 萬 | 0.50% | +579+3.8% | 加碼 |
| Synergy Financial Management, LLC | 15,959 | $623.6 萬 | 1.45% | −4,898−23.5% | 減碼 |
| Marshall & Sullivan Inc | 15,951 | $623.2 萬 | 3.25% | +253+1.6% | 加碼 |
| Fundamentun, LLC | 15,864 | $619.9 萬 | 1.08% | +4,199+36.0% | 加碼 |
| Minot Wealth Management LLC | 15,849 | $619.3 萬 | 1.34% | +546+3.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 15,835 | $618.7 萬 | 0.12% | +420+2.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 15,787 | $616.8 萬 | 2.03% | +4,286+37.3% | 加碼 |
| Ayrshire Capital Management LLC | 15,676 | $612.5 萬 | 3.47% | −171−1.1% | 減碼 |
| Murphy Capital Management Inc | 15,633 | $610.8 萬 | 0.71% | +506+3.3% | 加碼 |
| World Asset Management Inc | 15,618 | $610.3 萬 | 0.61% | −1,828−10.5% | 減碼 |
| Harbour Capital Advisors, LLC | 15,608 | $609.9 萬 | 1.61% | +165+1.1% | 加碼 |
| HighPoint Advisor Group LLC | 15,540 | $607.2 萬 | 0.59% | +222+1.4% | 加碼 |