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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 27,355 | $1,390 萬 | 1.69% | +524+2.0% | 加碼 |
| HAP Trading, LLC | 27,476 | $1,380 萬 | 0.96% | +13,326+94.2% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 27,467 | $1,379 萬 | 0.40% | +3,144+12.9% | 加碼 |
| American Portfolios Advisors | 27,406 | $1,376 萬 | 0.46% | +3,756+15.9% | 加碼 |
| Logan Capital Management Inc | 26,981 | $1,355 萬 | 0.59% | −1,437−5.1% | 減碼 |
| Asymmetry Capital Management, L.P. | 26,844 | $1,348 萬 | 7.16% | +26,844 | 新進 |
| Sigma Planning Corp | 26,824 | $1,347 萬 | 0.38% | +1,020+4.0% | 加碼 |
| Gotham Asset Management, LLC | 26,600 | $1,336 萬 | 0.43% | −4,436−14.3% | 減碼 |
| D L Carlson Investment Group Inc | 26,503 | $1,331 萬 | 2.12% | +1,041+4.1% | 加碼 |
| Telemus Capital, LLC | 26,449 | $1,328 萬 | 1.07% | +112+0.4% | 加碼 |
| Girard Partners Ltd. | 26,325 | $1,322 萬 | 1.44% | −1,095−4.0% | 減碼 |
| Grimes & Company, Inc. | 26,303 | $1,321 萬 | 0.60% | +49+0.2% | 加碼 |
| Wedbush Securities Inc | 26,078 | $1,310 萬 | 0.56% | +1,171+4.7% | 加碼 |
| Cresset Asset Management, LLC | 26,068 | $1,309 萬 | 0.13% | −3,575−12.1% | 減碼 |
| TD Private Client Wealth LLC | 25,928 | $1,302 萬 | 0.54% | −6,874−21.0% | 減碼 |
| Level Four Advisory Services, LLC | 25,817 | $1,296 萬 | 0.99% | +1,548+6.4% | 加碼 |
| Profund Advisors LLC | 25,567 | $1,284 萬 | 0.42% | +1,447+6.0% | 加碼 |
| TruWealth Advisors, LLC | 25,545 | $1,283 萬 | 1.30% | +775+3.1% | 加碼 |
| Schmidt P J Investment Management Inc | 27,090 | $1,280 萬 | 2.56% | −230−0.8% | 減碼 |
| Heritage Trust Co | 25,465 | $1,279 萬 | 1.64% | −46−0.2% | 減碼 |
| BerganKDV Wealth Management, LLC | 25,239 | $1,267 萬 | 1.32% | −156−0.6% | 減碼 |
| Premier Asset Management LLC | 25,102 | $1,261 萬 | 2.19% | −7,236−22.4% | 減碼 |
| First National Bank of Omaha | 24,929 | $1,252 萬 | 0.60% | −502−2.0% | 減碼 |
| Independent Advisor Alliance | 24,661 | $1,238 萬 | 0.61% | +803+3.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 24,641 | $1,237 萬 | 1.15% | +136+0.6% | 加碼 |
| Ledyard National Bank | 24,515 | $1,231 萬 | 1.18% | −977−3.8% | 減碼 |
| Highlander Capital Management, LLC | 24,440 | $1,227 萬 | 5.68% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 24,407 | $1,226 萬 | 0.78% | +98+0.4% | 加碼 |
| Muhlenkamp & Co Inc | 24,396 | $1,225 萬 | 4.27% | −16−0.1% | 減碼 |
| Terry L. Blaker | 24,391 | $1,225 萬 | 0.95% | +1,164+5.0% | 加碼 |
| IndexIQ Advisors LLC | 24,383 | $1,224 萬 | 0.41% | +423+1.8% | 加碼 |
| Segment Wealth Management, LLC | 24,375 | $1,224 萬 | 1.28% | +743+3.1% | 加碼 |
| Richard Bernstein Advisors LLC | 24,346 | $1,223 萬 | 0.24% | +7,216+42.1% | 加碼 |
| Stonnington Group, LLC | 25,598 | $1,201 萬 | 2.59% | −137−0.5% | 減碼 |
| Everence Capital Management Inc | 23,900 | $1,200 萬 | 0.89% | +2,700+12.7% | 加碼 |
| HB Wealth Management, LLC | 23,879 | $1,199 萬 | 0.24% | +23,879 | 新進 |
| Conning Inc. | 23,717 | $1,191 萬 | 0.32% | −2,909−10.9% | 減碼 |
| Catalyst Capital Advisors LLC | 23,643 | $1,187 萬 | 0.55% | −1,100−4.4% | 減碼 |
| Wetherby Asset Management Inc | 23,629 | $1,187 萬 | 0.67% | +479+2.1% | 加碼 |
| First Citizens Bank & Trust Co | 23,430 | $1,177 萬 | 0.46% | −110−0.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 23,393 | $1,175 萬 | 1.14% | +7,270+45.1% | 加碼 |
| American National Bank | 23,369 | $1,174 萬 | 2.29% | −2,073−8.1% | 減碼 |
| Spearhead Capital Advisors, LLC | 23,351 | $1,173 萬 | 1.42% | +415+1.8% | 加碼 |
| Banque Cantonale Vaudoise | 23,345 | $1,172 萬 | 0.46% | −1,551−6.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,079 | $1,159 萬 | 1.26% | −15−0.1% | 減碼 |
| Churchill Management Corp | 22,992 | $1,155 萬 | 0.16% | +5,836+34.0% | 加碼 |
| Tradewinds, LLC. | 21,767 | $1,146 萬 | 13.53% | +21,767 | 新進 |
| Somerville Kurt F | 22,782 | $1,144 萬 | 1.59% | −108−0.5% | 減碼 |
| First Quadrant L P | 22,737 | $1,142 萬 | 1.23% | −50−0.2% | 減碼 |
| Scholtz & Company, LLC | 22,641 | $1,137 萬 | 3.67% | +3,443+17.9% | 加碼 |
| B. Riley Wealth Management, Inc. | 22,601 | $1,135 萬 | 0.79% | +811+3.7% | 加碼 |
| Arden Trust Co | 22,484 | $1,129 萬 | 1.92% | +243+1.1% | 加碼 |
| Morse Asset Management, Inc | 22,452 | $1,127 萬 | 2.52% | +115+0.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 22,359 | $1,127 萬 | 3.29% | +4,783+27.2% | 加碼 |
| Alerus Financial NA | 22,401 | $1,125 萬 | 0.92% | +2,448+12.3% | 加碼 |
| Central Bank & Trust Co | 22,392 | $1,124 萬 | 1.74% | −834−3.6% | 減碼 |
| Fulcrum Capital LLC | 22,380 | $1,124 萬 | 2.44% | −321−1.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 22,297 | $1,120 萬 | 0.89% | −982−4.2% | 減碼 |
| Pathstone Family Office, LLC | 22,029 | $1,106 萬 | 0.28% | +1,043+5.0% | 加碼 |
| Gifford Fong Associates | 22,000 | $1,105 萬 | 1.93% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 21,782 | $1,094 萬 | 0.89% | −912−4.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 21,778 | $1,094 萬 | 1.71% | +60.0% | 加碼 |
| Vestcor Inc | 21,575 | $1,083 萬 | 0.38% | −2,917−11.9% | 減碼 |
| Sargent Bickham Lagudis LLC | 21,539 | $1,082 萬 | 0.82% | +352+1.7% | 加碼 |
| Leavell Investment Management, Inc. | 21,517 | $1,081 萬 | 0.72% | −20−0.1% | 減碼 |
| Glenview Trust Co | 21,502 | $1,080 萬 | 0.36% | −320−1.5% | 減碼 |
| Tocqueville Asset Management L.P. | 21,477 | $1,078 萬 | 0.15% | −30.0% | 減碼 |
| Cigna Investments Inc | 21,383 | $1,074 萬 | 0.84% | −7,606−26.2% | 減碼 |
| Tiger Eye Capital LLC | 21,366 | $1,073 萬 | 2.96% | +19,500+1,045.0% | 加碼 |
| Bridgeway Capital Management, LLC | 21,300 | $1,070 萬 | 0.20% | −5,350−20.1% | 減碼 |
| St Germain D J Co Inc | 21,143 | $1,062 萬 | 0.58% | −190−0.9% | 減碼 |
| Security National Bank | 21,130 | $1,061 萬 | 2.40% | −232−1.1% | 減碼 |
| Greenleaf Trust | 21,010 | $1,055 萬 | 0.12% | +1,725+8.9% | 加碼 |
| Parsec Financial Management, Inc. | 20,944 | $1,052 萬 | 0.44% | +1,356+6.9% | 加碼 |
| Cambridge Financial Group, Inc. | 20,939 | $1,051 萬 | 4.13% | +1,015+5.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 20,838 | $1,046 萬 | 0.42% | −366−1.7% | 減碼 |
| Strong Tower Advisory Services | 20,833 | $1,046 萬 | 5.58% | −336−1.6% | 減碼 |
| Focus Financial Network, Inc. | 20,786 | $1,044 萬 | 1.53% | +1,088+5.5% | 加碼 |
| Roundview Capital LLC | 20,778 | $1,043 萬 | 1.04% | +1,133+5.8% | 加碼 |
| Evoke Wealth, LLC | 20,712 | $1,040 萬 | 0.33% | +10.0% | 加碼 |
| Arnhold LLC | 20,649 | $1,037 萬 | 1.17% | −5,883−22.2% | 減碼 |
| WoodTrust Financial Corp | 20,498 | $1,029 萬 | 2.13% | +452+2.3% | 加碼 |
| Stonebridge Capital Advisors LLC | 20,464 | $1,028 萬 | 1.13% | +492+2.5% | 加碼 |
| Covington Investment Advisors Inc. | 20,415 | $1,025 萬 | 2.09% | −175−0.8% | 減碼 |
| L & S Advisors Inc | 20,369 | $1,023 萬 | 1.10% | +9,305+84.1% | 加碼 |
| First Hawaiian Bank | 20,353 | $1,022 萬 | 0.30% | +5,503+37.1% | 加碼 |
| Live Oak Private Wealth LLC | 20,276 | $1,018 萬 | 1.91% | −253−1.2% | 減碼 |
| Core Alternative Capital | 23,651 | $1,017 萬 | 2.05% | −497−2.1% | 減碼 |
| Highland Capital Management, LLC | 20,245 | $1,017 萬 | 0.58% | +350+1.8% | 加碼 |
| Greenwich Wealth Management LLC | 20,199 | $1,014 萬 | 0.83% | −45−0.2% | 減碼 |
| Capstone Investment Advisors, LLC | 20,187 | $1,014 萬 | 0.16% | −50,070−71.3% | 減碼 |
| Avantax Advisory Services, Inc. | 20,169 | $1,013 萬 | 0.15% | +2,592+14.7% | 加碼 |
| Mission Wealth Management, LP | 20,115 | $1,010 萬 | 0.46% | +5,416+36.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 20,084 | $1,009 萬 | 1.36% | +125+0.6% | 加碼 |
| Greenline Partners, LLC | 19,999 | $1,004 萬 | 1.89% | +439+2.2% | 加碼 |
| Corient Capital Partners, LLC | 19,958 | $1,002 萬 | 0.66% | +767+4.0% | 加碼 |
| Motco | 19,943 | $1,001 萬 | 0.62% | −499−2.4% | 減碼 |
| Private Advisory Group LLC | 19,933 | $1,001 萬 | 2.05% | +1,257+6.7% | 加碼 |
| Brown Brothers Harriman & Co | 19,913 | $999.9 萬 | 0.06% | +2,366+13.5% | 加碼 |
| Caldwell Trust Co | 19,903 | $999.4 萬 | 1.15% | +224+1.1% | 加碼 |