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 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 2,429 | $122.0 萬 | 0.65% | +1,283+112.0% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,434 | $122.2 萬 | 0.21% | −285−10.5% | 減碼 |
| Lederer & Associates Investment Counsel | 2,436 | $122.3 萬 | 0.71% | +265+12.2% | 加碼 |
| North Star Asset Management Inc | 2,445 | $122.8 萬 | 0.06% | +150+6.5% | 加碼 |
| DRW Securities, LLC | 2,449 | $123.0 萬 | 0.11% | +2,449 | 新進 |
| Strategy Asset Managers LLC | 2,451 | $123.1 萬 | 0.32% | −825−25.2% | 減碼 |
| Franklin Street Advisors Inc | 2,458 | $123.4 萬 | 0.09% | −38−1.5% | 減碼 |
| GFG Capital, LLC | 2,458 | $123.4 萬 | 0.37% | +78+3.3% | 加碼 |
| Cannell Peter B & Co Inc | 2,463 | $123.7 萬 | 0.04% | +700+39.7% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 2,467 | $123.9 萬 | 1.12% | +2,467 | 新進 |
| Colonial River Wealth Management, LLC | 2,471 | $124.1 萬 | 0.67% | +2,471 | 新進 |
| Sutton Wealth Advisors Inc. | 2,484 | $124.7 萬 | 0.42% | +3+0.1% | 加碼 |
| Trillium Asset Management, LLC | 2,489 | $125.0 萬 | 0.03% | +136+5.8% | 加碼 |
| Clear Perspective Advisors, LLC | 2,492 | $125.1 萬 | 0.38% | +324+14.9% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,496 | $125.3 萬 | 1.01% | +2,496 | 新進 |
| State of Wyoming | 2,507 | $125.8 萬 | 0.59% | −629−20.1% | 減碼 |
| KB Financial Partners, LLC | 2,523 | $126.7 萬 | 0.36% | +11+0.4% | 加碼 |
| RKL Wealth Management LLC | 2,524 | $126.8 萬 | 0.15% | −277−9.9% | 減碼 |
| Professional Financial Advisors, LLC | 2,528 | $127.0 萬 | 0.55% | −4−0.2% | 減碼 |
| LaFleur & Godfrey LLC | 2,545 | $127.8 萬 | 0.16% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 2,726 | $127.8 萬 | 0.88% | +2,726 | 新進 |
| Adirondack Trust Co | 2,550 | $128.0 萬 | 0.61% | +18+0.7% | 加碼 |
| KFA Private Wealth Group, LLC | 2,551 | $128.1 萬 | 0.64% | −81−3.1% | 減碼 |
| BKD Wealth Advisors, LLC | 2,557 | $128.4 萬 | 0.05% | −135−5.0% | 減碼 |
| Advisor Resource Council | 2,572 | $129.2 萬 | 0.10% | +2,018+364.3% | 加碼 |
| Atlas Capital Advisors LLC | 2,575 | $129.3 萬 | 0.19% | −88−3.3% | 減碼 |
| Ellevest, Inc. | 2,588 | $130.0 萬 | 0.12% | +161+6.6% | 加碼 |
| First Pacific Advisors, LP | 2,595 | $130.3 萬 | 0.02% | −1,490−36.5% | 減碼 |
| Convergence Investment Partners, LLC | 2,594 | $130.3 萬 | 0.66% | −91−3.4% | 減碼 |
| Townsend Asset Management Corp | 2,594 | $130.3 萬 | 0.62% | −10.0% | 減碼 |
| Lake Street Financial LLC | 2,594 | $130.3 萬 | 0.23% | +1,264+95.0% | 加碼 |
| Ferris Capital, LLC | 2,601 | $130.6 萬 | 0.28% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 2,601 | $130.6 萬 | 0.58% | −219−7.8% | 減碼 |
| Investment Advisory Services Inc | 2,611 | $131.1 萬 | 0.72% | +76+3.0% | 加碼 |
| Park National Corp | 2,611 | $131.1 萬 | 0.05% | +235+9.9% | 加碼 |
| Sand Hill Global Advisors, LLC | 2,612 | $131.2 萬 | 0.07% | +112+4.5% | 加碼 |
| Ropes Wealth Advisors LLC | 2,623 | $131.7 萬 | 0.23% | +260+11.0% | 加碼 |
| Gyroscope Capital Management Group, LLC | 2,626 | $131.9 萬 | 0.47% | −1,227−31.8% | 減碼 |
| Latitude Advisors, LLC | 2,627 | $131.9 萬 | 0.37% | −27−1.0% | 減碼 |
| IAM Advisory, LLC | 2,840 | $132.1 萬 | 0.52% | +111+4.1% | 加碼 |
| Seelaus Asset Management LLC | 2,631 | $132.1 萬 | 0.72% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 2,635 | $132.3 萬 | 0.11% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 2,648 | $133.0 萬 | 0.59% | +42+1.6% | 加碼 |
| Chesapeake Wealth Management | 2,650 | $133.1 萬 | 0.45% | −109−4.0% | 減碼 |
| Paradigm Financial Advisors, LLC | 2,650 | $133.1 萬 | 0.29% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 2,652 | $133.2 萬 | 0.11% | +23+0.9% | 加碼 |
| ProVise Management Group, LLC | 2,658 | $133.4 萬 | 0.12% | −6−0.2% | 減碼 |
| Lindbrook Capital, LLC | 2,660 | $133.6 萬 | 0.20% | +1,157+77.0% | 加碼 |
| Pennsylvania Capital Management Inc | 2,662 | $133.7 萬 | 0.46% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 2,685 | $134.8 萬 | 0.14% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 2,688 | $135.0 萬 | 0.04% | +192+7.7% | 加碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,690 | $135.1 萬 | 1.95% | +10+0.4% | 加碼 |
| Simplify Asset Management Inc. | 2,705 | $135.8 萬 | 0.17% | +2,705 | 新進 |
| Carroll Financial Associates, Inc. | 2,723 | $136.0 萬 | 0.07% | −75−2.7% | 減碼 |
| Cornerstone Advisory, LLC | 2,713 | $136.2 萬 | 0.20% | +48+1.8% | 加碼 |
| BCGM Wealth Management, LLC | 2,715 | $136.3 萬 | 0.73% | +327+13.7% | 加碼 |
| Sterling Investment Management, Inc. | 2,717 | $136.4 萬 | 0.85% | −16−0.6% | 減碼 |
| CPWM, LLC | 3,493 | $136.5 萬 | 0.11% | +3,493 | 新進 |
| IMS Capital Management | 2,721 | $136.6 萬 | 0.70% | +23+0.9% | 加碼 |
| Titleist Asset Management, Ltd. | 2,720 | $136.6 萬 | 0.27% | +2,720 | 新進 |
| Commons Capital, LLC | 2,725 | $136.8 萬 | 1.36% | +2,725 | 新進 |
| Prestige Wealth Management Group LLC | 2,726 | $136.9 萬 | 0.33% | +79+3.0% | 加碼 |
| Claraphi Advisory Network, LLC | 2,731 | $137.2 萬 | 0.48% | −359−11.6% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,738 | $137.5 萬 | 0.18% | +49+1.8% | 加碼 |
| Copperwynd Financial, LLC | 2,740 | $137.6 萬 | 0.52% | +141+5.4% | 加碼 |
| Willner & Heller, LLC | 3,527 | $137.8 萬 | 1.83% | +3,527 | 新進 |
| Regal Investment Advisors LLC | 2,749 | $138.0 萬 | 0.12% | +182+7.1% | 加碼 |
| Opal Wealth Advisors, LLC | 2,753 | $138.2 萬 | 0.87% | +351+14.6% | 加碼 |
| Founders Financial Alliance, LLC | 2,752 | $138.2 萬 | 0.56% | +2,051+292.6% | 加碼 |
| Gries Financial LLC | 2,756 | $138.4 萬 | 0.57% | −2,352−46.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 2,757 | $138.4 萬 | 0.70% | −90−3.2% | 減碼 |
| Plante Moran Financial Advisors, LLC | 2,760 | $138.6 萬 | 0.23% | +248+9.9% | 加碼 |
| Allred Capital Management, LLC | 2,767 | $138.9 萬 | 0.67% | −113−3.9% | 減碼 |
| Blueprint Investment Partners LLC | 2,769 | $139.0 萬 | 0.34% | +1,200+76.5% | 加碼 |
| Peak Asset Management, LLC | 2,781 | $139.6 萬 | 0.32% | −64−2.2% | 減碼 |
| Cim, LLC | 3,071 | $140.3 萬 | 0.26% | −169−5.2% | 減碼 |
| Vivaldi Capital Management, LLC | 2,795 | $140.3 萬 | 0.33% | +406+17.0% | 加碼 |
| Foster Group, Inc. | 2,801 | $140.6 萬 | 0.12% | +335+13.6% | 加碼 |
| Herold Advisors, Inc. | 2,805 | $140.8 萬 | 0.55% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 2,808 | $141.0 萬 | 1.04% | −3,929−58.3% | 減碼 |
| MJP Associates Inc | 2,811 | $141.2 萬 | 0.43% | −379−11.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,818 | $141.5 萬 | 0.09% | +979+53.2% | 加碼 |
| Kensington Investment Counsel, LLC | 2,833 | $142.3 萬 | 0.83% | +2,833 | 新進 |
| Evermay Wealth Management LLC | 2,841 | $142.7 萬 | 0.25% | −180−6.0% | 減碼 |
| Mason & Associates Inc | 2,841 | $142.7 萬 | 0.43% | +2,841 | 新進 |
| Tandem Capital Management Corp | 2,843 | $142.8 萬 | 0.82% | +36+1.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,853 | $143.3 萬 | 0.23% | +149+5.5% | 加碼 |
| Zullo Investment Group, Inc. | 2,855 | $143.4 萬 | 0.74% | +2,855 | 新進 |
| Cedar Brook Financial Partners, LLC | 2,859 | $143.5 萬 | 0.37% | +114+4.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,861 | $143.7 萬 | 0.61% | +113+4.1% | 加碼 |
| Copperleaf Capital, LLC | 2,872 | $144.2 萬 | 1.25% | −205−6.7% | 減碼 |
| Jump Financial, LLC | 2,894 | $145.3 萬 | 0.09% | +2,894 | 新進 |
| Horizon Wealth Management, LLC | 2,902 | $145.7 萬 | 0.42% | +2,902 | 新進 |
| Bank of Stockton | 2,903 | $145.8 萬 | 0.43% | +290+11.1% | 加碼 |
| Graypoint LLC | 2,906 | $145.9 萬 | 0.15% | +675+30.3% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 2,909 | $146.0 萬 | 0.44% | −38−1.3% | 減碼 |
| Tobam | 2,913 | $146.3 萬 | 0.07% | −253−8.0% | 減碼 |
| Alpine Woods Capital Investors, LLC | 2,920 | $146.6 萬 | 0.14% | +6+0.2% | 加碼 |
| Nwam LLC | 2,924 | $146.8 萬 | 0.12% | +504+20.8% | 加碼 |
| Orrstown Financial Services Inc | 3,107 | $147.2 萬 | 2.25% | −340−9.9% | 減碼 |