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 |
|---|---|---|---|---|---|
| Mission Creek Capital Partners, Inc. | 3,463 | $173.9 萬 | 0.35% | +166+5.0% | 加碼 |
| Alta Wealth Advisors LLC | 3,464 | $173.9 萬 | 1.07% | +767+28.4% | 加碼 |
| AlphaCrest Capital Management LLC | 3,480 | $174.7 萬 | 0.06% | −14,268−80.4% | 減碼 |
| Leisure Capital Management | 3,484 | $174.9 萬 | 0.81% | +96+2.8% | 加碼 |
| Benchmark Investment Advisors LLC | 3,485 | $175.0 萬 | 1.44% | +3,485 | 新進 |
| Mountain Capital Investment Advisors, Inc | 3,736 | $175.2 萬 | 0.79% | +782+26.5% | 加碼 |
| Aspiriant, LLC | 3,486 | $175.2 萬 | 0.09% | +706+25.4% | 加碼 |
| Keel Point, LLC | 3,495 | $175.5 萬 | 0.25% | −93−2.6% | 減碼 |
| Scott Investment Partners LLP | 3,500 | $175.7 萬 | 1.10% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 3,506 | $176.0 萬 | 0.11% | +545+18.4% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $176.2 萬 | 0.28% | 00.0% | 不變 |
| Dixon Hubard Feinour & Brown Inc | 3,511 | $176.3 萬 | 0.17% | +2,220+172.0% | 加碼 |
| Domani Wealth, LLC | 3,517 | $176.6 萬 | 0.35% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 3,521 | $176.8 萬 | 0.43% | +73+2.1% | 加碼 |
| Laffer Tengler Investments | 3,523 | $176.9 萬 | 0.51% | +422+13.6% | 加碼 |
| Legacy Bridge, LLC | 3,526 | $177.1 萬 | 0.92% | −18−0.5% | 減碼 |
| Goepper Burkhardt LLC | 3,527 | $177.1 萬 | 1.05% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 3,527 | $177.1 萬 | 0.25% | +1,772+101.0% | 加碼 |
| Cribstone Capital Management, LLC | 3,529 | $177.2 萬 | 0.98% | +10.0% | 加碼 |
| Hancock Whitney Investment Services Inc. | 3,444 | $177.8 萬 | 0.31% | +3,444 | 新進 |
| JGP Global Gestao de Recursos Ltda. | 3,557 | $178.6 萬 | 0.83% | −6−0.2% | 減碼 |
| International Assets Investment Management, LLC | 3,560 | $178.8 萬 | 0.31% | +177+5.2% | 加碼 |
| CFO4Life Group, LLC | 3,564 | $179.0 萬 | 0.37% | +558+18.6% | 加碼 |
| Columbia Trust Co 01012016 | 4,583 | $179.1 萬 | 0.95% | 00.0% | 不變 |
| Claro Advisors LLC | 3,568 | $179.2 萬 | 0.64% | +182+5.4% | 加碼 |
| Cordatus Wealth Management LLC | 3,578 | $179.7 萬 | 0.53% | +293+8.9% | 加碼 |
| Amica Retiree Medical Trust | 3,590 | $180.3 萬 | 1.53% | −193−5.1% | 減碼 |
| Eagle Rock Investment Company, LLC | 3,595 | $180.5 萬 | 0.35% | +3,595 | 新進 |
| Cobblestone Capital Advisors LLC | 3,600 | $180.8 萬 | 0.12% | −88−2.4% | 減碼 |
| Nations Financial Group Inc, | 3,600 | $180.8 萬 | 0.24% | +321+9.8% | 加碼 |
| San Luis Wealth Advisors LLC | 3,600 | $180.8 萬 | 1.84% | +466+14.9% | 加碼 |
| KC Investment Advisors, LLC | 3,611 | $181.3 萬 | 1.22% | −64−1.7% | 減碼 |
| Trustmark National Bank Trust Department | 3,618 | $181.7 萬 | 0.14% | +110+3.1% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $181.8 萬 | 0.61% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 3,633 | $182.4 萬 | 0.55% | −74−2.0% | 減碼 |
| Magnus Financial Group LLC | 3,633 | $182.4 萬 | 0.35% | +14+0.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,634 | $182.5 萬 | 0.09% | +723+24.8% | 加碼 |
| Cavalier Investments, LLC | 3,644 | $183.0 萬 | 0.48% | −193−5.0% | 減碼 |
| Fort, L.P. | 3,661 | $183.8 萬 | 0.60% | −371−9.2% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 3,665 | $184.0 萬 | 0.93% | −235−6.0% | 減碼 |
| Bremer Bank National Association | 3,666 | $184.0 萬 | 0.30% | −127−3.3% | 減碼 |
| Parkside Financial Bank & Trust | 3,668 | $184.2 萬 | 0.45% | +1,742+90.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,676 | $184.6 萬 | 0.35% | +1,121+43.9% | 加碼 |
| Castleview Partners, LLC | 929,089 | $185.0 萬 | 0.02% | +929,089 | 新進 |
| Journey Advisory Group, LLC | 3,686 | $185.1 萬 | 0.51% | +381+11.5% | 加碼 |
| Vista Investment Management | 3,687 | $185.2 萬 | 1.01% | −119−3.1% | 減碼 |
| Financial Perspectives, Inc | 3,689 | $185.2 萬 | 0.88% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 3,697 | $185.7 萬 | 0.37% | −564−13.2% | 減碼 |
| RB Capital Management, LLC | 3,712 | $186.4 萬 | 0.58% | +249+7.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,094 | $188.8 萬 | 0.77% | +43+1.1% | 加碼 |
| Kozak & Associates, Inc. | 3,855 | $189.5 萬 | 1.21% | +309+8.7% | 加碼 |
| Lavaca Capital LLC | 3,777 | $189.7 萬 | 0.84% | −100−2.6% | 減碼 |
| FOCUS Wealth Advisors, LLC | 3,785 | $190.1 萬 | 1.14% | +124+3.4% | 加碼 |
| Arete Wealth Advisors, LLC | 3,794 | $190.5 萬 | 0.16% | −2−0.1% | 減碼 |
| Boston Family Office LLC | 3,796 | $190.6 萬 | 0.12% | +577+17.9% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 3,810 | $191.3 萬 | 0.36% | −780−17.0% | 減碼 |
| MMBG Investment Advisors Co. | 3,810 | $191.3 萬 | 0.18% | +3,810 | 新進 |
| Sierra Capital LLC | 3,814 | $191.5 萬 | 0.29% | +124+3.4% | 加碼 |
| Beacon Financial Group | 3,827 | $192.2 萬 | 0.25% | −814−17.5% | 減碼 |
| IHT Wealth Management, LLC | 3,837 | $192.7 萬 | 0.14% | +345+9.9% | 加碼 |
| Quest Capital Management Inc | 3,842 | $192.9 萬 | 0.33% | +242+6.7% | 加碼 |
| Alps Advisors Inc | 3,848 | $193.2 萬 | 0.02% | −298−7.2% | 減碼 |
| Bank Hapoalim BM | 3,848 | $193.2 萬 | 0.19% | +375+10.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,860 | $193.8 萬 | 0.83% | +3,860 | 新進 |
| North Star Investment Management Corp. | 3,867 | $194.2 萬 | 0.14% | +32+0.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 3,892 | $195.4 萬 | 0.10% | +3,892 | 新進 |
| Rede Wealth, LLC | 3,899 | $195.8 萬 | 0.98% | +2+0.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 3,900 | $195.9 萬 | 0.21% | +189+5.1% | 加碼 |
| First Nebraska Trust Co | 3,910 | $196.3 萬 | 0.24% | +5+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 4,117 | $196.8 萬 | 0.17% | +137+3.4% | 加碼 |
| IFG Advisory, LLC | 3,962 | $198.9 萬 | 0.19% | +98+2.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,971 | $199.4 萬 | 0.38% | −3−0.1% | 減碼 |
| First Business Financial Services, Inc. | 3,989 | $200.3 萬 | 0.21% | +74+1.9% | 加碼 |
| WealthShield Partners, LLC | 3,990 | $200.3 萬 | 0.33% | +327+8.9% | 加碼 |
| Stableford Capital II LLC | 4,335 | $200.4 萬 | 0.84% | +297+7.4% | 加碼 |
| Sheets Smith Investment Management | 3,991 | $200.4 萬 | 1.42% | +3,991 | 新進 |
| HWG Holdings LP | 3,994 | $200.6 萬 | 0.94% | +3,994 | 新進 |
| StoneX Group Inc. | 3,999 | $200.8 萬 | 0.23% | +739+22.7% | 加碼 |
| Ascendant Capital Management, LLC | 4,000 | $200.9 萬 | 1.59% | −1,000−20.0% | 減碼 |
| Viking Fund Management LLC | 4,000 | $200.9 萬 | 0.53% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 4,016 | $201.7 萬 | 0.21% | +28+0.7% | 加碼 |
| Accretive Wealth Partners, LLC | 4,029 | $202.3 萬 | 1.29% | +90+2.3% | 加碼 |
| Ifrah Financial Services, Inc. | 4,046 | $203.2 萬 | 0.54% | −15−0.4% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 4,063 | $204.0 萬 | 0.11% | +243+6.4% | 加碼 |
| Reuter James Wealth Management, LLC | 4,062 | $204.0 萬 | 0.78% | +4,062 | 新進 |
| Red Cedar Capital, LLC | 4,066 | $204.2 萬 | 1.16% | 00.0% | 不變 |
| Laraway Financial Inc | 4,070 | $204.4 萬 | 1.82% | +4,070 | 新進 |
| Intrua Financial, LLC | 4,092 | $205.5 萬 | 0.36% | −144−3.4% | 減碼 |
| Oakworth Capital, Inc. | 4,091 | $205.5 萬 | 0.17% | +407+11.0% | 加碼 |
| Crescent Grove Advisors, LLC | 4,103 | $206.0 萬 | 0.19% | +2,858+229.6% | 加碼 |
| Archford Capital Strategies, LLC | 4,107 | $206.2 萬 | 0.47% | +319+8.4% | 加碼 |
| Simmons Bank | 4,122 | $207.0 萬 | 0.14% | −234−5.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 4,127 | $207.2 萬 | 0.43% | −11−0.3% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $207.6 萬 | 1.57% | 00.0% | 不變 |
| Arbor Capital Management Inc | 4,135 | $207.7 萬 | 1.47% | +4,135 | 新進 |
| Hudson Canyon Capital Management | 4,159 | $208.8 萬 | 1.52% | −206−4.7% | 減碼 |
| Money Concepts Capital Corp | 4,168 | $209.3 萬 | 0.18% | +4,168 | 新進 |
| US Asset Management LLC | 4,193 | $210.5 萬 | 2.01% | −4−0.1% | 減碼 |
| QP Wealth Management, LLC | 4,203 | $211.0 萬 | 2.24% | −11−0.3% | 減碼 |
| Perpetual Investment Management Ltd | 4,256 | $213.7 萬 | 0.25% | 00.0% | 不變 |