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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 8,298 | $416.7 萬 | 0.02% | −205,055−96.1% | 減碼 |
| Csenge Advisory Group | 10,279 | $416.2 萬 | 0.37% | −508−4.7% | 減碼 |
| Wade G W & Inc | 8,287 | $416.1 萬 | 0.18% | +302+3.8% | 加碼 |
| Fulcrum Asset Management LLP | – | $415.7 萬 | 2.03% | – | – |
| MU Investments Co., Ltd. | 8,200 | $414.6 萬 | 4.18% | −1,780−17.8% | 減碼 |
| Studio Investment Management LLC | 8,257 | $414.6 萬 | 1.49% | −788−8.7% | 減碼 |
| Private Wealth Strategies, L.L.C. | 8,250 | $414.3 萬 | 0.96% | 00.0% | 不變 |
| Foster & Motley Inc | 8,204 | $412.0 萬 | 0.32% | −68−0.8% | 減碼 |
| Point72 Asset Management, L.P. | 8,200 | $411.8 萬 | 0.02% | −42,900−84.0% | 減碼 |
| Community Bank, N.A. | 8,170 | $410.2 萬 | 0.47% | −185−2.2% | 減碼 |
| Legacy Capital Partners, Inc. | 8,135 | $408.5 萬 | 1.32% | +30+0.4% | 加碼 |
| RDA Financial Network | 8,127 | $408.1 萬 | 1.67% | +290+3.7% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 8,117 | $407.6 萬 | 2.61% | +59+0.7% | 加碼 |
| Connecticut Wealth Management, LLC | 8,114 | $407.4 萬 | 0.32% | −237−2.8% | 減碼 |
| Strategic Capital Advisers, Inc. | 8,064 | $404.9 萬 | 2.90% | −48−0.6% | 減碼 |
| Mitchell Capital Management Co | 8,063 | $404.9 萬 | 0.82% | +389+5.1% | 加碼 |
| Reilly Financial Advisors, LLC | 8,044 | $403.9 萬 | 0.30% | −589−6.8% | 減碼 |
| Johnson Financial Group, Inc. | 8,042 | $403.8 萬 | 0.26% | −613−7.1% | 減碼 |
| Grove Bank & Trust | 8,034 | $403.4 萬 | 0.77% | +169+2.1% | 加碼 |
| Union Heritage Capital, LLC | 8,000 | $401.7 萬 | 1.88% | 00.0% | 不變 |
| West Branch Capital LLC | 7,979 | $400.7 萬 | 1.71% | +266+3.4% | 加碼 |
| Geneva Partners, LLC | 7,932 | $398.3 萬 | 1.98% | +180+2.3% | 加碼 |
| Verdence Capital Advisors LLC | 7,906 | $397.0 萬 | 0.47% | +5,597+242.4% | 加碼 |
| Sheets Smith Wealth Management | 7,863 | $394.8 萬 | 0.49% | −5−0.1% | 減碼 |
| Ritholtz Wealth Management | 7,837 | $393.5 萬 | 0.25% | +308+4.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 7,822 | $392.8 萬 | 0.30% | +5,654+260.8% | 加碼 |
| Bollard Group LLC | 7,816 | $392.5 萬 | 0.13% | +4,317+123.4% | 加碼 |
| Leelyn Smith, LLC | 7,814 | $392.4 萬 | 1.05% | −14−0.2% | 減碼 |
| Hennessy Advisors Inc | 7,800 | $391.7 萬 | 0.22% | −300−3.7% | 減碼 |
| Capital Insight Partners, LLC | 7,794 | $391.4 萬 | 0.80% | +76+1.0% | 加碼 |
| Chase Investment Counsel Corp | 7,796 | $391.4 萬 | 1.57% | +7,082+991.9% | 加碼 |
| Cornerstone Wealth Group, LLC | 7,758 | $389.5 萬 | 0.67% | +6,886+789.7% | 加碼 |
| TrinityPoint Wealth, LLC | 7,710 | $387.2 萬 | 0.69% | −4−0.1% | 減碼 |
| Harbour Investment Management LLC | 7,708 | $387.0 萬 | 1.76% | −18−0.2% | 減碼 |
| Steadfast Capital Management (UK) Ltd. | 7,704 | $386.8 萬 | 4.65% | −1,702−18.1% | 減碼 |
| Family Legacy, Inc. | 8,231 | $386.0 萬 | 1.58% | +21+0.3% | 加碼 |
| Forefront Wealth Management Inc. | 7,670 | $385.2 萬 | 3.68% | +7,670 | 新進 |
| Fukoku Mutual Life Insurance Co | 7,670 | $385.1 萬 | 0.28% | +200+2.7% | 加碼 |
| Siena Capital LLC | 7,646 | $384.0 萬 | 2.20% | +7,646 | 新進 |
| AIA Group Ltd | 7,620 | $382.6 萬 | 0.18% | +105+1.4% | 加碼 |
| Ashford Capital Management Inc | 7,614 | $382.3 萬 | 0.38% | +741+10.8% | 加碼 |
| Symmetry Partners, LLC | 7,588 | $381.0 萬 | 0.24% | −196−2.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 7,552 | $379.2 萬 | 0.42% | +52+0.7% | 加碼 |
| Valeo Financial Advisors, LLC | 7,539 | $378.6 萬 | 0.21% | +671+9.8% | 加碼 |
| Two Sigma Securities, LLC | 7,527 | $378.0 萬 | 0.74% | +7,527 | 新進 |
| Sequoia Financial Advisors, LLC | 7,503 | $376.8 萬 | 0.10% | +5,632+301.0% | 加碼 |
| AIMZ Investment Advisors, LLC | 7,474 | $375.3 萬 | 1.46% | −4−0.1% | 減碼 |
| Pantheon Investment Group, LLC | 7,416 | $374.9 萬 | 2.95% | −257−3.3% | 減碼 |
| Bogart Wealth, LLC | 7,463 | $374.7 萬 | 0.34% | +820+12.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 7,456 | $374.4 萬 | 0.04% | +7,456 | 新進 |
| Decatur Capital Management, Inc. | 7,447 | $373.9 萬 | 2.21% | −94−1.2% | 減碼 |
| Brighton Jones LLC | 7,438 | $373.5 萬 | 0.18% | +2,039+37.8% | 加碼 |
| K.J. Harrison & Partners Inc | 7,415 | $372.9 萬 | 0.53% | −20.0% | 減碼 |
| Wealth Alliance | 7,426 | $372.8 萬 | 0.75% | −50−0.7% | 減碼 |
| True North Advisors, LLC | 7,426 | $372.8 萬 | 0.63% | +31+0.4% | 加碼 |
| MBB Public Markets I LLC | 7,400 | $371.6 萬 | 0.08% | +7,400 | 新進 |
| Kovack Advisors, Inc. | 7,385 | $370.8 萬 | 0.36% | −40−0.5% | 減碼 |
| MD Financial Management Inc. | 7,380 | $370.6 萬 | 0.09% | +263+3.7% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 7,358 | $369.5 萬 | 0.40% | +103+1.4% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,318 | $367.5 萬 | 1.21% | −7−0.1% | 減碼 |
| Boenning & Scattergood, Inc. | 7,283 | $365.7 萬 | 0.58% | −49−0.7% | 減碼 |
| IMA Wealth, Inc. | 7,280 | $365.6 萬 | 0.81% | −707−8.9% | 減碼 |
| Bensler, LLC | 7,280 | $365.6 萬 | 1.02% | +7,280 | 新進 |
| Hyman Charles D | 7,276 | $365.4 萬 | 0.23% | −9−0.1% | 減碼 |
| TCWP LLC | 7,228 | $362.9 萬 | 0.72% | +7,228 | 新進 |
| First Horizon Advisors, Inc. | 7,181 | $360.6 萬 | 0.11% | +507+7.6% | 加碼 |
| Royal Capital Wealth Management, LLC | 7,180 | $360.5 萬 | 3.50% | +7,180 | 新進 |
| Palouse Capital Management, Inc. | 7,174 | $360.2 萬 | 1.54% | −1,143−13.7% | 減碼 |
| S.E.E.D. Planning Group LLC | 7,167 | $359.9 萬 | 1.56% | −671−8.6% | 減碼 |
| Mechanics Bank Trust Department | 7,114 | $357.2 萬 | 0.53% | +105+1.5% | 加碼 |
| Heritage Way Advisors, LLC | 7,038 | $353.4 萬 | 1.32% | −147−2.0% | 減碼 |
| TFG Advisers LLC | 7,029 | $353.0 萬 | 1.54% | +80+1.2% | 加碼 |
| BNC Wealth Management, LLC | 7,009 | $351.9 萬 | 1.67% | +7,009 | 新進 |
| SevenBridge Financial Group, LLC | 7,002 | $351.6 萬 | 1.06% | −49−0.7% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 7,000 | $351.5 萬 | 1.89% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,982 | $350.6 萬 | 0.13% | +6,982 | 新進 |
| Westover Capital Advisors, LLC | 6,977 | $350.3 萬 | 1.02% | +3,061+78.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,975 | $350.2 萬 | 0.30% | +3,181+83.8% | 加碼 |
| Valley Brook Capital Group | 6,963 | $349.6 萬 | 3.02% | 00.0% | 不變 |
| Davis-Rea Ltd. | 6,926 | $347.8 萬 | 1.62% | +126+1.9% | 加碼 |
| Patten Group, Inc. | 6,927 | $347.8 萬 | 0.92% | +445+6.9% | 加碼 |
| Summit X, LLC | 6,854 | $346.5 萬 | 0.81% | +316+4.8% | 加碼 |
| MPS Loria Financial Planners, LLC | 6,878 | $345.3 萬 | 1.41% | +19+0.3% | 加碼 |
| Veriti Management LLC | 6,871 | $345.0 萬 | 0.45% | +105+1.6% | 加碼 |
| Principle Wealth Partners LLC | 6,847 | $343.8 萬 | 0.36% | +142+2.1% | 加碼 |
| Wunderlich Capital Managemnt | 6,833 | $343.1 萬 | 1.53% | +37+0.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 6,833 | $343.1 萬 | 0.60% | +179+2.7% | 加碼 |
| Cypress Capital, LLC | 6,831 | $343.0 萬 | 0.39% | −488−6.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 6,828 | $342.9 萬 | 0.44% | +207+3.1% | 加碼 |
| Buckley Wealth Management, LLC | 6,823 | $342.6 萬 | 1.00% | −1,075−13.6% | 減碼 |
| BIT Capital GmbH | 6,817 | $342.3 萬 | 0.27% | +6,817 | 新進 |
| Philadelphia Trust Co | 6,810 | $342.0 萬 | 0.25% | −202−2.9% | 減碼 |
| Royal Fund Management, LLC | 6,807 | $341.8 萬 | 0.49% | +628+10.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 6,799 | $341.4 萬 | 0.65% | +291+4.5% | 加碼 |
| Midwest Wealth Management Inc. | 6,770 | $339.9 萬 | 2.13% | +168+2.5% | 加碼 |
| Altman Advisors, Inc. | 7,313 | $337.3 萬 | 2.06% | −88−1.2% | 減碼 |
| City Holding Co | 7,084 | $337.1 萬 | 0.56% | +1,103+18.4% | 加碼 |
| Occudo Quantitative Strategies LP | 6,701 | $336.5 萬 | 0.30% | +6,701 | 新進 |
| Cypress Capital Group | 6,693 | $336.1 萬 | 0.42% | −2,242−25.1% | 減碼 |
| Legacy Wealth Management, LLC | 6,683 | $335.6 萬 | 1.72% | −103−1.5% | 減碼 |