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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 4,265 | $214.2 萬 | 0.26% | +862+25.3% | 加碼 |
| Walter & Keenan Financial Consulting Co | 4,287 | $215.3 萬 | 0.70% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 4,288 | $215.3 萬 | 0.62% | +4,288 | 新進 |
| Groesbeck Investment Management Corp | 4,310 | $216.4 萬 | 2.75% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 4,316 | $216.7 萬 | 1.22% | +30+0.7% | 加碼 |
| Golden State Wealth Management, LLC | 4,319 | $216.9 萬 | 0.37% | +1,719+66.1% | 加碼 |
| Independent Financial Group, LLC | 4,321 | $217.0 萬 | 0.18% | +249+6.1% | 加碼 |
| Valmark Advisers, Inc. | 4,335 | $217.7 萬 | 0.04% | +65+1.5% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,337 | $217.8 萬 | 0.43% | −87−2.0% | 減碼 |
| Bell Bank | 4,363 | $219.1 萬 | 0.25% | +163+3.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,363 | $219.1 萬 | 0.16% | +889+25.6% | 加碼 |
| Welch & Forbes LLC | 4,370 | $219.5 萬 | 0.03% | +18+0.4% | 加碼 |
| WD Rutherford LLC | 4,380 | $219.9 萬 | 1.11% | −110−2.4% | 減碼 |
| WP Advisors, LLC | 4,388 | $220.3 萬 | 0.92% | +70+1.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 4,391 | $220.5 萬 | 0.04% | −125−2.8% | 減碼 |
| GraniteShares Advisors LLC | 4,393 | $220.5 萬 | 1.02% | +4,393 | 新進 |
| Manchester Capital Management LLC | 4,394 | $220.6 萬 | 0.29% | +10.0% | 加碼 |
| Altavista Wealth Management, Inc. | 4,401 | $221.0 萬 | 0.45% | −10−0.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 4,406 | $221.2 萬 | 0.87% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 4,423 | $222.1 萬 | 0.15% | +4,423 | 新進 |
| Perfromance Wealth Partners, LLC | 4,426 | $222.3 萬 | 0.09% | +4,426 | 新進 |
| Ellis Investment Partners, LLC | 4,438 | $222.8 萬 | 0.51% | −264−5.6% | 減碼 |
| Washburn Capital Management, Inc. | 4,467 | $224.3 萬 | 1.33% | +144+3.3% | 加碼 |
| Keudell/Morrison Wealth Management | 4,476 | $224.8 萬 | 0.89% | +114+2.6% | 加碼 |
| Waycross Partners, LLC | 4,500 | $226.0 萬 | 1.29% | 00.0% | 不變 |
| Certified Advisory Corp | 4,545 | $228.2 萬 | 0.50% | +3+0.1% | 加碼 |
| Optas, LLC | 4,552 | $228.6 萬 | 0.65% | +15+0.3% | 加碼 |
| Miracle Mile Advisors, LLC | 4,564 | $229.2 萬 | 0.09% | +257+6.0% | 加碼 |
| Country Club Trust Company, n.a. | 4,549 | $229.4 萬 | 0.18% | +110+2.5% | 加碼 |
| Personal Cfo Solutions, LLC | 4,571 | $229.5 萬 | 0.43% | −190−4.0% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,575 | $229.7 萬 | 0.81% | 00.0% | 不變 |
| Wintrust Investments LLC | 4,576 | $229.8 萬 | 0.22% | −160−3.4% | 減碼 |
| Joel Isaacson & Co., LLC | 4,577 | $229.8 萬 | 0.16% | +12+0.3% | 加碼 |
| Roof Eidam & Maycock | 4,579 | $229.9 萬 | 0.78% | +14+0.3% | 加碼 |
| Insight Wealth Strategies, LLC | 4,589 | $230.5 萬 | 0.33% | +460+11.1% | 加碼 |
| Intact Investment Management Inc. | 4,600 | $231.0 萬 | 0.06% | −400−8.0% | 減碼 |
| Cito Capital Group, LLC | 4,600 | $231.0 萬 | 0.96% | 00.0% | 不變 |
| Ami Investment Management Inc | 4,603 | $231.1 萬 | 0.95% | +11+0.2% | 加碼 |
| Signature Wealth Management Group | 4,604 | $231.2 萬 | 1.17% | +153+3.4% | 加碼 |
| Affiance Financial, LLC | 4,606 | $231.3 萬 | 0.97% | −69−1.5% | 減碼 |
| Alaethes Wealth LLC | 4,617 | $231.9 萬 | 1.46% | −92−2.0% | 減碼 |
| Charles Carroll Financial Partners, LLC | 4,651 | $233.5 萬 | 2.32% | +4,651 | 新進 |
| WSFS Capital Management, LLC | 4,667 | $234.4 萬 | 0.89% | −224−4.6% | 減碼 |
| Means Investment Co., Inc. | 4,679 | $235.0 萬 | 0.42% | +43+0.9% | 加碼 |
| Holocene Advisors, LP | 4,706 | $236.3 萬 | 0.01% | +4,706 | 新進 |
| Frisch Financial Group, Inc. | 4,727 | $236.6 萬 | 0.74% | −134−2.8% | 減碼 |
| River Wealth Advisors LLC | 4,723 | $237.2 萬 | 0.37% | +164+3.6% | 加碼 |
| Northcape Wealth Management, LLC | 4,743 | $238.2 萬 | 0.80% | +4,743 | 新進 |
| RFG Advisory, LLC | 4,756 | $238.8 萬 | 0.16% | −301−6.0% | 減碼 |
| Liberty One Investment Management, LLC | 4,755 | $238.8 萬 | 0.36% | +145+3.1% | 加碼 |
| Cottage Street Advisors LLC | 4,771 | $239.6 萬 | 1.36% | −50−1.0% | 減碼 |
| Charles Schwab Trust Co | 4,778 | $239.9 萬 | 0.39% | +85+1.8% | 加碼 |
| Unigestion Holding SA | 4,786 | $240.3 萬 | 0.10% | +986+25.9% | 加碼 |
| Cape Ann Savings Bank | 4,789 | $240.5 萬 | 1.45% | +160+3.5% | 加碼 |
| Act Two Investors LLC | 4,797 | $240.9 萬 | 1.90% | −57,285−92.3% | 減碼 |
| Harvey Investment Co LLC | 4,805 | $241.3 萬 | 0.28% | +90+1.9% | 加碼 |
| Compton Capital Management Inc | 4,815 | $241.8 萬 | 0.63% | 00.0% | 不變 |
| Choate Investment Advisors | 4,836 | $242.8 萬 | 0.14% | +2,244+86.6% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,894 | $245.7 萬 | 0.43% | +1,771+56.7% | 加碼 |
| Bay Rivers Group | 4,894 | $245.8 萬 | 1.50% | −278−5.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,895 | $245.8 萬 | 0.49% | +289+6.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 4,914 | $246.8 萬 | 0.67% | +3,356+215.4% | 加碼 |
| Consilium Wealth Advisory, LLC | 4,942 | $248.2 萬 | 1.61% | +4,942 | 新進 |
| Finivi Inc. | 4,952 | $248.6 萬 | 2.62% | +4,952 | 新進 |
| Lineweaver Wealth Advisors, LLC | 5,036 | $252.9 萬 | 0.73% | −13−0.3% | 減碼 |
| Oak Asset Management, LLC | 5,051 | $253.6 萬 | 0.97% | −29−0.6% | 減碼 |
| Triangle Securities Wealth Management | 5,051 | $253.6 萬 | 0.79% | −134−2.6% | 減碼 |
| JNBA Financial Advisors | 5,076 | $254.9 萬 | 0.31% | −43−0.8% | 減碼 |
| 180 Wealth Advisors, LLC | 5,541 | $255.5 萬 | 0.57% | +53+1.0% | 加碼 |
| Glen Eagle Advisors, LLC | 5,092 | $255.7 萬 | 0.67% | +844+19.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,104 | $256.3 萬 | 0.56% | −123−2.4% | 減碼 |
| Moser Wealth Advisors, LLC | 5,105 | $256.3 萬 | 1.55% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 5,138 | $257.9 萬 | 1.27% | 00.0% | 不變 |
| Beaumont Financial Partners, LLC | 5,136 | $257.9 萬 | 0.19% | −206−3.9% | 減碼 |
| Malaga Cove Capital, LLC | 5,140 | $258.1 萬 | 1.02% | −10.0% | 減碼 |
| Capital City Trust Co | 5,150 | $258.6 萬 | 0.73% | +87+1.7% | 加碼 |
| NinePointTwo Capital | 5,153 | $258.7 萬 | 0.83% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 5,177 | $260.0 萬 | 1.28% | 00.0% | 不變 |
| Highland Private Wealth Management | 5,206 | $261.4 萬 | 0.33% | +112+2.2% | 加碼 |
| Peachtree Investment Partners, LLC | 5,218 | $262.0 萬 | 1.10% | +845+19.3% | 加碼 |
| Sunbelt Securities, Inc. | 5,315 | $262.2 萬 | 0.43% | −176−3.2% | 減碼 |
| Trust Investment Advisors | 5,241 | $263.2 萬 | 2.07% | +283+5.7% | 加碼 |
| Circle Wealth Management, LLC | 5,261 | $264.2 萬 | 0.34% | +10.0% | 加碼 |
| Waypoint Capital Advisors, LLC | 5,283 | $265.3 萬 | 1.82% | +5,283 | 新進 |
| Cubist Systematic Strategies, LLC | 5,286 | $265.4 萬 | 0.03% | −36,086−87.2% | 減碼 |
| Northside Capital Management, LLC | 5,289 | $265.6 萬 | 0.70% | −180−3.3% | 減碼 |
| Modera Wealth Management, LLC | 5,298 | $266.0 萬 | 0.10% | +3,992+305.7% | 加碼 |
| Founders Financial Securities LLC | 5,300 | $266.1 萬 | 0.48% | +28+0.5% | 加碼 |
| Ingalls & Snyder LLC | 5,302 | $266.2 萬 | 0.12% | +290+5.8% | 加碼 |
| Marcum Wealth, LLC | 5,314 | $266.8 萬 | 0.37% | −132−2.4% | 減碼 |
| Smithfield Trust Co | 5,294 | $267.5 萬 | 0.17% | −37−0.7% | 減碼 |
| M&R Capital Management Inc | 5,331 | $267.7 萬 | 0.55% | +89+1.7% | 加碼 |
| HawsGoodwin Investment Management LLC | 5,363 | $269.3 萬 | 0.78% | −25−0.5% | 減碼 |
| Spears Abacus Advisors LLC | 5,368 | $269.5 萬 | 0.18% | +482+9.9% | 加碼 |
| Ashburton (Jersey) Ltd | 5,373 | $269.8 萬 | 1.13% | +134+2.6% | 加碼 |
| Van Den Berg Management I, Inc | 5,395 | $270.9 萬 | 0.49% | −121−2.2% | 減碼 |
| Lee Financial Co | 5,401 | $271.2 萬 | 0.51% | −659−10.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,401 | $271.2 萬 | 0.18% | +721+15.4% | 加碼 |
| Peterson Financial Group, Inc. | 5,403 | $271.3 萬 | 2.21% | +5,403 | 新進 |
| Northeast Financial Group, Inc. | 5,412 | $271.7 萬 | 1.59% | +170+3.2% | 加碼 |