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 4 季 13F 持有人
UnitedHealth Group Inc 在 2021/12/31 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
- 2,909
- 較 2021 年第 3 季 +380 家
- 持有股數
- 8.26 億
- 較 2021 年第 3 季 +354.7 萬 (+0.4%)
- 總市值
- $4,139 億
- 較 2021 年第 3 季 +$926.8 億 (+28.9%)
- 新進機構
- 470
- 另有 1,156 家加碼
- 清倉機構
- 90
- 另有 965 家減碼
另有 44 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | 1,674 | $84.1 萬 | 0.15% | −120−6.7% | 減碼 |
| Chicago Partners Investment Group LLC | 1,773 | $84.1 萬 | 0.06% | +127+7.7% | 加碼 |
| Soltis Investment Advisors LLC | 1,676 | $84.1 萬 | 0.12% | +16+1.0% | 加碼 |
| Twin Focus Capital Partners, LLC | 1,678 | $84.3 萬 | 0.17% | +622+58.9% | 加碼 |
| Sustainable Insight Capital Management, LLC | 1,681 | $84.4 萬 | 0.45% | −317−15.9% | 減碼 |
| Asset Management Group, Inc. | 1,689 | $84.8 萬 | 0.17% | −114−6.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,690 | $84.9 萬 | 0.13% | +121+7.7% | 加碼 |
| Codex Capital, L.L.C. | 1,700 | $85.0 萬 | 0.44% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,694 | $85.1 萬 | 0.19% | +44+2.7% | 加碼 |
| Everett Harris & Co | 1,697 | $85.2 萬 | 0.01% | +150+9.7% | 加碼 |
| Colton Groome Financial Advisors, LLC | 1,703 | $85.5 萬 | 0.35% | +58+3.5% | 加碼 |
| Forte Capital LLC | 1,702 | $85.5 萬 | 0.11% | +1,186+229.8% | 加碼 |
| Virginia Wealth Management Group, Inc. | 1,704 | $85.6 萬 | 0.77% | +1,704 | 新進 |
| MBM Wealth Consultants, LLC | 1,706 | $85.7 萬 | 0.36% | +9+0.5% | 加碼 |
| Summit Wealth Group, LLC | 1,709 | $85.8 萬 | 0.98% | −147−7.9% | 減碼 |
| Oldfather Financial Services, LLC | 1,794 | $86.1 萬 | 0.45% | +28+1.6% | 加碼 |
| Centaurus Financial, Inc. | 1,714 | $86.1 萬 | 0.07% | +114+7.1% | 加碼 |
| Magnolia Capital Advisors LLC | 1,719 | $86.3 萬 | 0.25% | +175+11.3% | 加碼 |
| Independence Bank of Kentucky | 1,721 | $86.4 萬 | 0.35% | −105−5.8% | 減碼 |
| Patron Partners Advisors, LLC | 1,726 | $86.7 萬 | 0.57% | +151+9.6% | 加碼 |
| Amarillo National Bank | 1,730 | $86.9 萬 | 0.17% | +7+0.4% | 加碼 |
| Heron Bay Capital Management | 1,736 | $87.2 萬 | 0.43% | 00.0% | 不變 |
| Sterling Investment Counsel, LLC | 1,739 | $87.3 萬 | 0.59% | +1,739 | 新進 |
| Altfest L J & Co Inc | 1,752 | $88.0 萬 | 0.17% | −554−24.0% | 減碼 |
| Camelot Portfolios, LLC | 1,755 | $88.1 萬 | 0.36% | +414+30.9% | 加碼 |
| Missouri Trust & Investment Co | 1,759 | $88.3 萬 | 0.51% | +1,759 | 新進 |
| Mark Stevens | 1,773 | $89.1 萬 | 0.09% | −547−23.6% | 減碼 |
| Ballast Advisors LLC | 1,779 | $89.3 萬 | 0.34% | −6−0.3% | 減碼 |
| Argent Advisors, Inc. | 1,782 | $89.5 萬 | 0.48% | −58−3.2% | 減碼 |
| Keystone Financial Group | 1,782 | $89.5 萬 | 0.15% | −10−0.6% | 減碼 |
| Jeppson Wealth Management, LLC | 1,792 | $90.0 萬 | 0.43% | 00.0% | 不變 |
| Brown Capital Management LLC | 1,785 | $90.0 萬 | 0.01% | +9+0.5% | 加碼 |
| Aaron Wealth Advisors | 1,794 | $90.0 萬 | 0.25% | +242+15.6% | 加碼 |
| Eudaimonia Advisors LLC | 1,792 | $90.0 萬 | 0.53% | +1,792 | 新進 |
| Renaissance Investment Group LLC | 1,794 | $90.1 萬 | 0.21% | +104+6.2% | 加碼 |
| Brown Advisory Securities, LLC | 1,788 | $90.3 萬 | 0.38% | −3,371−65.3% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 1,802 | $90.5 萬 | 0.39% | +354+24.4% | 加碼 |
| F3Logic, LLC | 1,788 | $90.8 萬 | 0.11% | −78−4.2% | 減碼 |
| Capital One Financial Corp | 1,811 | $91.0 萬 | 0.11% | −3−0.2% | 減碼 |
| Xcel Wealth Management, LLC | 1,812 | $91.0 萬 | 0.23% | +6+0.3% | 加碼 |
| S&CO Inc | 1,822 | $91.4 萬 | 0.06% | +1,822 | 新進 |
| Northwest Bancshares, Inc. | 1,822 | $91.5 萬 | 0.18% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,826 | $91.7 萬 | 0.06% | +1,826 | 新進 |
| Trexquant Investment LP | 1,837 | $92.2 萬 | 0.06% | −31,844−94.5% | 減碼 |
| JSF Financial, LLC | 1,841 | $92.4 萬 | 0.45% | −70−3.7% | 減碼 |
| LGT Group Foundation | 1,840 | $92.4 萬 | 0.02% | +1,840 | 新進 |
| KRS Capital Management, LLC | 1,853 | $93.0 萬 | 0.80% | +1,853 | 新進 |
| Donald L. Hagan, LLC | 1,854 | $93.1 萬 | 0.48% | +22+1.2% | 加碼 |
| Pointe Capital Management LLC | 1,857 | $93.2 萬 | 0.59% | 00.0% | 不變 |
| Geller Advisors LLC | 1,859 | $93.3 萬 | 0.18% | +6+0.3% | 加碼 |
| Parsons Capital Management Inc | 1,863 | $93.6 萬 | 0.07% | +107+6.1% | 加碼 |
| Texas Capital Bancshares Inc | 1,871 | $94.0 萬 | 0.56% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,875 | $94.1 萬 | 0.10% | −7,791−80.6% | 減碼 |
| Abacus Planning Group, Inc. | 1,874 | $94.1 萬 | 0.25% | +384+25.8% | 加碼 |
| Berkeley Capital Partners, LLC | 1,875 | $94.2 萬 | 0.39% | −54−2.8% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 1,878 | $94.3 萬 | 0.23% | −31−1.6% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 1,878 | $94.3 萬 | 0.89% | +1,878 | 新進 |
| Campion Asset Management LLC | 1,880 | $94.4 萬 | 0.78% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 1,881 | $94.5 萬 | 0.06% | +26+1.4% | 加碼 |
| Detalus Advisors, LLC | 1,893 | $95.1 萬 | 0.46% | 00.0% | 不變 |
| McLean Asset Management Corp | 2,011 | $95.3 萬 | 0.37% | −178−8.1% | 減碼 |
| Sage Rhino Capital LLC | 1,897 | $95.3 萬 | 0.27% | −194−9.3% | 減碼 |
| Profit Investment Management, LLC | 1,896 | $95.3 萬 | 0.60% | 00.0% | 不變 |
| Secure Asset Management, LLC | 1,899 | $95.4 萬 | 0.39% | −29−1.5% | 減碼 |
| Deltec Asset Management LLC | 1,900 | $95.4 萬 | 0.16% | 00.0% | 不變 |
| Camden National Bank | 1,907 | $95.8 萬 | 0.17% | +4+0.2% | 加碼 |
| Planning Center, Inc. | 1,999 | $95.9 萬 | 0.76% | +1,999 | 新進 |
| Lokken Investment Group LLC | 1,915 | $96.2 萬 | 0.69% | −35−1.8% | 減碼 |
| Lifeworks Advisors, LLC | 1,917 | $96.3 萬 | 0.77% | +1,917 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 1,921 | $96.5 萬 | 0.14% | +33+1.7% | 加碼 |
| BSW Wealth Partners | 1,927 | $96.8 萬 | 0.24% | +122+6.8% | 加碼 |
| First Affirmative Financial Network | 1,931 | $97.0 萬 | 0.89% | +121+6.7% | 加碼 |
| Briggs Advisory Group, Inc. | 1,934 | $97.1 萬 | 0.66% | +1,934 | 新進 |
| Wall Street Access Asset Management, LLC | 1,936 | $97.2 萬 | 0.52% | −914−32.1% | 減碼 |
| First Pacific Financial | 1,938 | $97.3 萬 | 0.47% | +83+4.5% | 加碼 |
| Wealth Management Partners, LLC | 2,000 | $97.7 萬 | 0.67% | +83+4.3% | 加碼 |
| My Personal CFO, LLC | 1,947 | $97.8 萬 | 0.85% | +1,947 | 新進 |
| FRG Family Wealth Advisors LLC | 1,953 | $98.1 萬 | 0.18% | −252−11.4% | 減碼 |
| Fort Point Capital Partners LLC | 1,958 | $98.3 萬 | 0.14% | −41−2.1% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 1,959 | $98.4 萬 | 0.36% | +341+21.1% | 加碼 |
| Baker Boyer National Bank | 1,964 | $98.6 萬 | 0.45% | +1,964 | 新進 |
| Kellett Schaffner Wealth Advisors LLC | 1,970 | $98.9 萬 | 0.76% | +1,970 | 新進 |
| Glassman Wealth Services | 1,975 | $99.2 萬 | 0.18% | +165+9.1% | 加碼 |
| Riverview Trust Co | 1,980 | $99.4 萬 | 0.58% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 1,986 | $99.7 萬 | 0.06% | +323+19.4% | 加碼 |
| Am Investment Strategies LLC | 1,992 | $100.0 萬 | 0.24% | +14+0.7% | 加碼 |
| Riverwater Partners LLC | 1,993 | $100.1 萬 | 0.89% | +1,993 | 新進 |
| Smith, Salley & Associates | 1,997 | $100.3 萬 | 0.07% | −46−2.3% | 減碼 |
| Sunflower Bank, N.A. | 1,999 | $100.4 萬 | 0.14% | −29−1.4% | 減碼 |
| Epiq Partners, LLC | 2,000 | $100.4 萬 | 0.54% | 00.0% | 不變 |
| Fiduciary Planning LLC | 2,002 | $100.5 萬 | 0.57% | −60−2.9% | 減碼 |
| Fosun International Ltd | 1,995 | $100.5 萬 | 0.06% | +1,050+111.1% | 加碼 |
| Cardiff Park Advisors, LLC | 2,004 | $100.6 萬 | 0.13% | +2,004 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 2,148 | $100.7 萬 | 0.01% | +201+10.3% | 加碼 |
| American Money Management, LLC | 2,009 | $100.9 萬 | 0.26% | +124+6.6% | 加碼 |
| TCM Advisors, LLC | 2,016 | $101.0 萬 | 0.89% | +2,016 | 新進 |
| DAGCO, Inc. | 2,014 | $101.1 萬 | 0.40% | +10.0% | 加碼 |
| FSB Premier Wealth Management, Inc. | 2,033 | $102.0 萬 | 0.43% | +224+12.4% | 加碼 |
| Bluesphere Advisors, LLC | 2,034 | $102.1 萬 | 0.85% | 00.0% | 不變 |
| Capital Market Strategies LLC | 2,036 | $102.2 萬 | 0.84% | +2,036 | 新進 |