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 | 3,055 | $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 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 |
|---|---|---|---|---|---|
| NBT Bank N A | 12,775 | $641.5 萬 | 0.82% | −170−1.3% | 減碼 |
| Balasa Dinverno & Foltz LLC | 12,760 | $640.7 萬 | 0.41% | +347+2.8% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 12,677 | $636.6 萬 | 1.50% | +2,404+23.4% | 加碼 |
| Massachusetts Financial Services Co | 12,647 | $635.0 萬 | 0.00% | −2,746−17.8% | 減碼 |
| J. W. Coons Advisors, LLC | 12,634 | $634.1 萬 | 1.92% | −139−1.1% | 減碼 |
| Dakota Wealth Management | 12,614 | $633.4 萬 | 0.67% | +6,776+116.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 12,605 | $632.9 萬 | 1.86% | +325+2.6% | 加碼 |
| Geneos Wealth Management Inc. | 12,600 | $632.7 萬 | 0.24% | +898+7.7% | 加碼 |
| Wolf Group Capital Advisors | 12,597 | $632.5 萬 | 1.03% | +8,436+202.7% | 加碼 |
| Asset Dedication, LLC | 12,392 | $632.4 萬 | 0.76% | +933+8.1% | 加碼 |
| High Note Wealth, LLC | 12,588 | $632.0 萬 | 2.13% | −669−5.0% | 減碼 |
| CX Institutional | 12,455 | $625.4 萬 | 0.50% | +1,057+9.3% | 加碼 |
| Tradition Wealth Management, LLC | 12,422 | $623.7 萬 | 0.78% | +79+0.6% | 加碼 |
| Paradigm Financial Partners, LLC | 12,419 | $623.6 萬 | 1.31% | +92+0.7% | 加碼 |
| Boston Financial Mangement LLC | 12,417 | $623.5 萬 | 0.23% | −1,586−11.3% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,405 | $622.9 萬 | 0.23% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 12,362 | $620.7 萬 | 0.56% | −969−7.3% | 減碼 |
| Hohimer Wealth Management, LLC | 12,330 | $619.1 萬 | 1.31% | −681−5.2% | 減碼 |
| Venture Visionary Partners LLC | 12,318 | $618.8 萬 | 0.40% | +439+3.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 12,297 | $617.5 萬 | 0.14% | −38−0.3% | 減碼 |
| Optimum Investment Advisors | 12,298 | $617.5 萬 | 2.40% | +210+1.7% | 加碼 |
| Wealthspire Advisors, LLC | 12,286 | $616.9 萬 | 0.14% | −828−6.3% | 減碼 |
| Keeler Thomas Management LLC | 12,281 | $616.7 萬 | 2.67% | +110+0.9% | 加碼 |
| Quantinno Capital Management LP | 12,262 | $615.7 萬 | 1.11% | +12,262 | 新進 |
| West Family Investments, Inc. | 12,235 | $614.4 萬 | 1.72% | −357−2.8% | 減碼 |
| Dividend Assets Capital, LLC | 12,195 | $612.4 萬 | 1.14% | +1,598+15.1% | 加碼 |
| Annex Advisory Services, LLC | 12,194 | $612.3 萬 | 0.42% | +228+1.9% | 加碼 |
| HGK Asset Management Inc | 12,167 | $611.0 萬 | 1.89% | −134−1.1% | 減碼 |
| Advisors Capital Management, LLC | 12,124 | $608.8 萬 | 0.17% | +453+3.9% | 加碼 |
| Virtue Capital Management, LLC | 12,117 | $608.4 萬 | 0.90% | +833+7.4% | 加碼 |
| Lountzis Asset Management, LLC | 12,108 | $608.0 萬 | 3.47% | −38−0.3% | 減碼 |
| Thames Capital Management LLC | 12,063 | $605.7 萬 | 1.16% | +12,063 | 新進 |
| Allworth Financial LP | 12,025 | $603.8 萬 | 0.09% | +107+0.9% | 加碼 |
| Lynch Asset Management, Inc. | 12,000 | $602.5 萬 | 4.19% | +12,000 | 新進 |
| Ascent Group, LLC | 12,985 | $598.8 萬 | 0.76% | +12,985 | 新進 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,914 | $598.2 萬 | 2.03% | −278−2.3% | 減碼 |
| We Are One Seven, LLC | 11,889 | $597.0 萬 | 0.62% | +1,350+12.8% | 加碼 |
| RBA Wealth Management, LLC | 11,841 | $594.6 萬 | 2.81% | +11,841 | 新進 |
| Bank of New Hampshire | 11,765 | $590.8 萬 | 1.44% | −398−3.3% | 減碼 |
| Mutual Advisors, LLC | 11,747 | $589.9 萬 | 0.31% | +283+2.5% | 加碼 |
| SlateStone Wealth, LLC | 11,734 | $589.2 萬 | 1.26% | +1,244+11.9% | 加碼 |
| Pinnacle Holdings, LLC | 11,670 | $586.0 萬 | 2.46% | +23+0.2% | 加碼 |
| Tower Bridge Advisors | 11,666 | $585.8 萬 | 0.36% | +110+1.0% | 加碼 |
| Pegasus Partners Ltd. | 11,647 | $584.8 萬 | 1.02% | −792−6.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,632 | $584.0 萬 | 0.48% | −296−2.5% | 減碼 |
| Puzo Michael J | 11,630 | $583.9 萬 | 1.65% | +200+1.7% | 加碼 |
| Resources Management Corp | 11,615 | $583.2 萬 | 0.76% | +28+0.2% | 加碼 |
| Icon Wealth Partners, LLC | 11,611 | $583.0 萬 | 0.58% | −3,860−24.9% | 減碼 |
| Culbertson A N & Co Inc | 11,587 | $581.8 萬 | 1.10% | −300−2.5% | 減碼 |
| HBW Advisory Services LLC | 11,576 | $581.2 萬 | 1.36% | +274+2.4% | 加碼 |
| Bray Capital Advisors | 11,547 | $579.8 萬 | 1.42% | +140+1.2% | 加碼 |
| Berkshire Asset Management LLC | 11,543 | $579.6 萬 | 0.35% | −1,617−12.3% | 減碼 |
| Barbara Oil Co. | 11,500 | $577.5 萬 | 2.50% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 11,493 | $577.1 萬 | 0.50% | −210−1.8% | 減碼 |
| Plancorp, LLC | 11,451 | $575.0 萬 | 0.36% | +216+1.9% | 加碼 |
| Kidder Stephen W | 11,436 | $574.2 萬 | 1.74% | +56+0.5% | 加碼 |
| Prospera Financial Services Inc | 11,419 | $573.5 萬 | 0.25% | +354+3.2% | 加碼 |
| Pictet Bank & Trust Ltd | 11,420 | $573.4 萬 | 2.96% | −100−0.9% | 減碼 |
| CAPROCK Group, Inc. | 11,394 | $572.2 萬 | 0.47% | +340+3.1% | 加碼 |
| Bryn Mawr Trust Co | 11,383 | $571.6 萬 | 0.21% | −1,084−8.7% | 減碼 |
| Naples Global Advisors, LLC | 11,369 | $570.9 萬 | 0.66% | +352+3.2% | 加碼 |
| Capital Analysts, LLC | 11,330 | $568.9 萬 | 0.35% | −492−4.2% | 減碼 |
| Stiles Financial Services Inc | 11,316 | $568.2 萬 | 2.74% | +11,316 | 新進 |
| Connable Office Inc | 11,314 | $568.1 萬 | 0.72% | −109−1.0% | 減碼 |
| Affinity Investment Advisors, LLC | 11,310 | $567.9 萬 | 2.28% | −151−1.3% | 減碼 |
| Foundations Investment Advisors, LLC | 11,847 | $561.2 萬 | 0.21% | +702+6.3% | 加碼 |
| Ocean Capital Management, LLC | 11,173 | $561.0 萬 | 2.13% | +384+3.6% | 加碼 |
| Gamble Jones Investment Counsel | 11,134 | $559.1 萬 | 0.33% | −8−0.1% | 減碼 |
| ExodusPoint Capital Management, LP | 11,084 | $556.6 萬 | 0.07% | −37,331−77.1% | 減碼 |
| American National Insurance Co | 11,070 | $555.9 萬 | 1.23% | −71,240−86.6% | 減碼 |
| Belpointe Asset Management LLC | 11,065 | $555.6 萬 | 0.35% | −461−4.0% | 減碼 |
| CMH Wealth Management LLC | 11,065 | $555.6 萬 | 1.68% | +692+6.7% | 加碼 |
| Private Trust Co NA | 11,038 | $554.2 萬 | 0.77% | −365−3.2% | 減碼 |
| Olstein Capital Management, L.P. | 11,000 | $552.4 萬 | 0.66% | −6,500−37.1% | 減碼 |
| Bristlecone Advisors, LLC | 10,933 | $549.0 萬 | 0.66% | −526−4.6% | 減碼 |
| Checchi Capital Advisers, LLC | 10,840 | $544.3 萬 | 0.60% | +1,090+11.2% | 加碼 |
| Souders Financial Advisors | 10,818 | $543.2 萬 | 1.56% | +214+2.0% | 加碼 |
| Change Path, LLC | 10,772 | $540.9 萬 | 0.27% | +789+7.9% | 加碼 |
| Ballentine Partners, LLC | 10,739 | $539.3 萬 | 0.16% | +1,727+19.2% | 加碼 |
| Harbour Investments, Inc. | 10,725 | $538.6 萬 | 0.32% | −3,681−25.6% | 減碼 |
| Tower View Investment Management & Research LLC | 10,721 | $538.3 萬 | 2.74% | +153+1.4% | 加碼 |
| Mirador Capital Partners LP | 10,712 | $537.9 萬 | 1.13% | +229+2.2% | 加碼 |
| RNC Capital Management LLC | 10,685 | $536.6 萬 | 0.27% | +236+2.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,666 | $535.6 萬 | 0.22% | +534+5.3% | 加碼 |
| Dorchester Wealth Management Co | 10,639 | $534.2 萬 | 1.06% | −290−2.7% | 減碼 |
| Waldron Private Wealth LLC | 10,603 | $532.4 萬 | 0.26% | −7−0.1% | 減碼 |
| Duncker Streett & Co Inc | 10,540 | $529.3 萬 | 0.91% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 10,517 | $528.1 萬 | 0.90% | −701−6.2% | 減碼 |
| Lake Street Advisors Group, LLC | 10,515 | $528.0 萬 | 0.33% | +10,515 | 新進 |
| PACK Private Wealth, LLC | 10,511 | $527.8 萬 | 4.19% | +10,511 | 新進 |
| Moors & Cabot, Inc. | 10,508 | $527.6 萬 | 0.32% | +389+3.8% | 加碼 |
| Morgan Jess S & Co Inc | 10,506 | $527.5 萬 | 3.24% | −300−2.8% | 減碼 |
| Fairhaven Wealth Management, LLC | 10,501 | $527.3 萬 | 2.06% | +91+0.9% | 加碼 |
| Bluefin Capital Management, LLC | 10,500 | $527.2 萬 | 0.42% | −3,622−25.6% | 減碼 |
| Kinneret Advisory, LLC | 10,466 | $525.5 萬 | 0.54% | 00.0% | 不變 |
| Enterprise Bank & Trust Co | 10,464 | $525.4 萬 | 1.84% | −22−0.2% | 減碼 |
| Banco de Sabadell, S.A | 10,402 | $523.5 萬 | 2.94% | +3,132+43.1% | 加碼 |
| Benson Investment Management Company, Inc. | 10,420 | $523.2 萬 | 2.54% | −2,720−20.7% | 減碼 |
| Americana Partners, LLC | 10,409 | $522.6 萬 | 0.95% | +2,621+33.7% | 加碼 |
| Holderness Investments Co | 10,314 | $517.9 萬 | 1.53% | −30.0% | 減碼 |