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。
2022 年第 1 季 13F 持有人
UnitedHealth Group Inc 在 2022/3/31 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
- 2,965
- 較 2021 年第 4 季 +94 家
- 持有股數
- 8.21 億
- 較 2021 年第 4 季 −392.0 萬 (−0.5%)
- 總市值
- $4,183 億
- 較 2021 年第 4 季 +$46.0 億 (+1.1%)
- 新進機構
- 187
- 另有 1,268 家加碼
- 清倉機構
- 93
- 另有 1,138 家減碼
另有 38 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 2,390 | $121.9 萬 | 0.75% | 00.0% | 不變 |
| Ayalon Holdings Ltd. | 2,390 | $121.9 萬 | 0.41% | +2,390 | 新進 |
| Uncommon Cents Investing LLC | 2,395 | $122.1 萬 | 0.44% | −15−0.6% | 減碼 |
| Wealth Management Associates, Inc. | 2,394 | $122.1 萬 | 0.69% | +255+11.9% | 加碼 |
| Aevitas Wealth Management, Inc. | 2,395 | $122.2 萬 | 0.75% | −4−0.2% | 減碼 |
| Relative Value Partners Group, LLC | 2,400 | $122.4 萬 | 0.09% | +2,400 | 新進 |
| Aquatic Capital Management LLC | 2,400 | $122.4 萬 | 1.83% | +2,400 | 新進 |
| Lederer & Associates Investment Counsel | 2,407 | $122.7 萬 | 0.75% | −29−1.2% | 減碼 |
| Warther Private Wealth, LLC | 2,400 | $123.0 萬 | 0.80% | +2,400 | 新進 |
| Cable Hill Partners, LLC | 2,414 | $123.1 萬 | 0.81% | +218+9.9% | 加碼 |
| CoreFirst Bank & Trust | 2,415 | $123.2 萬 | 0.84% | 00.0% | 不變 |
| Presidio Capital Management, LLC | 2,417 | $123.3 萬 | 1.07% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 2,420 | $123.4 萬 | 0.27% | −1,256−34.2% | 減碼 |
| Cim Investment Mangement Inc | 2,421 | $123.5 萬 | 0.42% | −1,212−33.4% | 減碼 |
| Missouri Trust & Investment Co | 2,426 | $123.7 萬 | 0.73% | +667+37.9% | 加碼 |
| Court Place Advisors, LLC | 2,427 | $123.8 萬 | 0.40% | 00.0% | 不變 |
| Andesa Financial Management Inc. | 2,423 | $123.9 萬 | 0.67% | +127+5.5% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 2,435 | $124.2 萬 | 0.07% | −1,628−40.1% | 減碼 |
| Leonteq Securities AG | 2,439 | $124.4 萬 | 0.05% | −721−22.8% | 減碼 |
| Vivaldi Capital Management, LLC | 2,576 | $125.0 萬 | 0.33% | −219−7.8% | 減碼 |
| Natixis Investment Managers International | 2,456 | $125.2 萬 | 0.02% | +2,456 | 新進 |
| World Equity Group, Inc. | 2,456 | $125.2 萬 | 0.27% | +2,456 | 新進 |
| Jump Financial, LLC | 2,470 | $125.9 萬 | 0.05% | −424−14.7% | 減碼 |
| ProVise Management Group, LLC | 2,469 | $125.9 萬 | 0.12% | −189−7.1% | 減碼 |
| Essex Savings Bank | 2,469 | $125.9 萬 | 0.42% | +47+1.9% | 加碼 |
| RKL Wealth Management LLC | 2,472 | $126.1 萬 | 0.15% | −52−2.1% | 減碼 |
| State of Wyoming | 2,480 | $126.5 萬 | 0.64% | −27−1.1% | 減碼 |
| Peak Asset Management, LLC | 2,483 | $126.6 萬 | 0.29% | −298−10.7% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,482 | $126.6 萬 | 1.15% | +15+0.6% | 加碼 |
| AlphaCrest Capital Management LLC | 2,484 | $126.7 萬 | 0.07% | −996−28.6% | 減碼 |
| Trillium Asset Management, LLC | 2,485 | $126.7 萬 | 0.03% | −4−0.2% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,487 | $126.8 萬 | 1.24% | +133+5.6% | 加碼 |
| California First Leasing Corp | 2,489 | $126.9 萬 | 0.70% | −500−16.7% | 減碼 |
| Clear Street Markets LLC | 2,500 | $127.5 萬 | 0.38% | −6,700−72.8% | 減碼 |
| GYL Financial Synergies, LLC | 2,500 | $127.5 萬 | 0.31% | −443−15.1% | 減碼 |
| Vise Technologies, Inc. | 2,501 | $127.6 萬 | 0.48% | +1,839+277.8% | 加碼 |
| Mason & Associates Inc | 2,510 | $128.0 萬 | 0.39% | −331−11.7% | 減碼 |
| Opal Wealth Advisors, LLC | 2,511 | $128.1 萬 | 1.11% | −242−8.8% | 減碼 |
| Chesapeake Wealth Management | 2,513 | $128.1 萬 | 0.47% | −137−5.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 2,576 | $128.7 萬 | 0.90% | +149+6.1% | 加碼 |
| Financial Advocates Investment Management | 2,534 | $129.2 萬 | 0.09% | −414−14.0% | 減碼 |
| Genesee Capital Advisors, LLC | 2,539 | $129.5 萬 | 0.68% | +429+20.3% | 加碼 |
| TLWM | 2,528 | $129.6 萬 | 0.45% | +108+4.5% | 加碼 |
| Echo Street Capital Management LLC | 2,546 | $129.8 萬 | 0.01% | +1,753+221.1% | 加碼 |
| St. Johns Investment Management Company, LLC | 2,547 | $129.9 萬 | 0.69% | −210−7.6% | 減碼 |
| KFA Private Wealth Group, LLC | 2,552 | $130.1 萬 | 0.65% | +10.0% | 加碼 |
| Sutton Wealth Advisors Inc. | 2,555 | $130.3 萬 | 0.45% | +71+2.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,557 | $130.3 萬 | 0.33% | +1,032+67.7% | 加碼 |
| Townsend Asset Management Corp | 2,558 | $130.4 萬 | 0.64% | −36−1.4% | 減碼 |
| Apeiron RIA LLC | 2,438 | $130.9 萬 | 0.62% | +24+1.0% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,450 | $131.0 萬 | 0.75% | +108+4.6% | 加碼 |
| Convergence Investment Partners, LLC | 2,587 | $131.9 萬 | 0.68% | −7−0.3% | 減碼 |
| Sand Hill Global Advisors, LLC | 2,591 | $132.1 萬 | 0.07% | −21−0.8% | 減碼 |
| Gyroscope Capital Management Group, LLC | 2,600 | $132.6 萬 | 0.46% | −26−1.0% | 減碼 |
| Ferris Capital, LLC | 2,601 | $132.6 萬 | 0.30% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 2,610 | $133.1 萬 | 0.11% | −25−0.9% | 減碼 |
| Titleist Asset Management, Ltd. | 2,612 | $133.2 萬 | 0.27% | −108−4.0% | 減碼 |
| Buckingham Strategic Partners | 2,620 | $133.7 萬 | 0.13% | +269+11.4% | 加碼 |
| Cadence Bank NA | 2,628 | $134.0 萬 | 0.37% | +376+16.7% | 加碼 |
| Kathmere Capital Management, LLC | 2,628 | $134.0 萬 | 0.23% | +536+25.6% | 加碼 |
| Riverview Trust Co | 2,629 | $134.1 萬 | 0.99% | +649+32.8% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 2,637 | $134.5 萬 | 1.14% | +141+5.6% | 加碼 |
| L.M. Kohn & Company | 2,637 | $134.5 萬 | 0.52% | +2,637 | 新進 |
| MJP Associates Inc | 2,640 | $134.6 萬 | 0.34% | −171−6.1% | 減碼 |
| Strategic Investment Advisors | 2,643 | $134.8 萬 | 0.25% | +2,643 | 新進 |
| Nicholas Hoffman & Company, LLC. | 2,648 | $135.1 萬 | 0.05% | −40−1.5% | 減碼 |
| Lindbrook Capital, LLC | 2,649 | $135.1 萬 | 0.21% | −11−0.4% | 減碼 |
| LaFleur & Godfrey LLC | 2,650 | $135.1 萬 | 0.18% | +105+4.1% | 加碼 |
| KB Financial Partners, LLC | 2,657 | $135.5 萬 | 0.37% | +134+5.3% | 加碼 |
| Pennsylvania Capital Management Inc | 2,658 | $135.6 萬 | 0.58% | −4−0.2% | 減碼 |
| Bassett Hargrove Investment Counsel, LLC | 2,668 | $136.1 萬 | 2.07% | −22−0.8% | 減碼 |
| XML Financial, LLC | 2,677 | $136.5 萬 | 0.16% | +368+15.9% | 加碼 |
| Endurance Wealth Management, Inc. | 2,685 | $136.9 萬 | 0.18% | 00.0% | 不變 |
| ASB Consultores, LLC | 2,688 | $137.1 萬 | 0.58% | +481+21.8% | 加碼 |
| Sciencast Management LP | 2,633 | $137.6 萬 | 0.32% | +1,673+174.3% | 加碼 |
| Codex Capital, L.L.C. | 2,700 | $137.7 萬 | 0.85% | +1,000+58.8% | 加碼 |
| DT Investment Partners, LLC | 2,703 | $137.8 萬 | 0.18% | +1,273+89.0% | 加碼 |
| Paulson Wealth Management Inc. | 2,707 | $138.0 萬 | 0.63% | +106+4.1% | 加碼 |
| Steel Peak Wealth Management LLC | 2,710 | $138.2 萬 | 0.08% | −796−22.7% | 減碼 |
| Cyrus J. Lawrence, LLC | 2,720 | $138.7 萬 | 0.32% | +2,720 | 新進 |
| IMS Capital Management | 2,727 | $139.1 萬 | 0.73% | +6+0.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 2,731 | $139.3 萬 | 0.12% | +79+3.0% | 加碼 |
| Investment Advisory Services Inc | 2,731 | $139.3 萬 | 0.78% | +120+4.6% | 加碼 |
| Total Clarity Wealth Management, Inc. | 2,734 | $139.4 萬 | 0.76% | +394+16.8% | 加碼 |
| Verus Capital Partners, LLC | 2,788 | $139.4 萬 | 0.22% | +2,788 | 新進 |
| 44 Wealth Management LLC | 2,738 | $139.6 萬 | 0.50% | −252−8.4% | 減碼 |
| Foster Group, Inc. | 2,753 | $140.4 萬 | 0.12% | −48−1.7% | 減碼 |
| Arete Wealth Advisors, LLC | 2,755 | $140.5 萬 | 0.12% | −1,039−27.4% | 減碼 |
| V Wealth Advisors LLC | 2,770 | $141.3 萬 | 0.23% | −463−14.3% | 減碼 |
| Advisor Resource Council | 2,771 | $141.3 萬 | 0.43% | +199+7.7% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 2,777 | $141.6 萬 | 0.29% | +478+20.8% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,790 | $141.9 萬 | 0.19% | +52+1.9% | 加碼 |
| Stony Point Wealth Management Inc. | 2,782 | $141.9 萬 | 0.75% | +353+14.5% | 加碼 |
| JSF Financial, LLC | 2,801 | $142.8 萬 | 0.61% | +960+52.1% | 加碼 |
| Adirondack Trust Co | 2,809 | $143.2 萬 | 0.68% | +259+10.2% | 加碼 |
| HMS Capital Management, LLC | 2,828 | $144.2 萬 | 0.66% | −212−7.0% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 2,829 | $144.2 萬 | 0.46% | −80−2.8% | 減碼 |
| Commons Capital, LLC | 2,829 | $144.3 萬 | 1.56% | +104+3.8% | 加碼 |
| Connacht Asset Management LP | 2,834 | $144.5 萬 | 2.15% | +2,834 | 新進 |
| Arbor Capital Management Inc | 2,839 | $144.9 萬 | 1.12% | −1,296−31.3% | 減碼 |