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 2 季 13F 持有人
UnitedHealth Group Inc 在 2022/6/30 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
- 2,964
- 較 2022 年第 1 季 +42 家
- 持有股數
- 8.21 億
- 較 2022 年第 1 季 +688.5 萬 (+0.8%)
- 總市值
- $4,220 億
- 較 2022 年第 1 季 +$72.9 億 (+1.8%)
- 新進機構
- 157
- 另有 1,224 家加碼
- 清倉機構
- 115
- 另有 1,225 家減碼
另有 43 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 5,846 | $302.5 萬 | 0.77% | −274−4.5% | 減碼 |
| Continuum Advisory, LLC | 5,904 | $303.2 萬 | 0.55% | +612+11.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,920 | $304.1 萬 | 0.66% | −511−7.9% | 減碼 |
| Fairbanks Capital Management, Inc. | 5,927 | $304.4 萬 | 2.65% | −145−2.4% | 減碼 |
| Occidental Asset Management, LLC | 5,928 | $304.5 萬 | 0.90% | −47−0.8% | 減碼 |
| Seeyond | 5,976 | $306.9 萬 | 0.35% | −1,476−19.8% | 減碼 |
| River Wealth Advisors LLC | 5,976 | $307.0 萬 | 0.57% | +290+5.1% | 加碼 |
| Monetta Financial Services Inc | 6,000 | $308.2 萬 | 3.23% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $308.2 萬 | 1.78% | +2,000+50.0% | 加碼 |
| Mount Lucas Management LP | 6,001 | $308.2 萬 | 1.03% | +6,001 | 新進 |
| BBR Partners, LLC | 6,008 | $308.6 萬 | 0.36% | +240+4.2% | 加碼 |
| Next Century Growth Investors LLC | 6,011 | $308.7 萬 | 0.40% | +6,011 | 新進 |
| Robertson Stephens Wealth Management, LLC | 6,012 | $308.8 萬 | 0.31% | −864−12.6% | 減碼 |
| Rehmann Capital Advisory Group | 6,021 | $309.3 萬 | 0.34% | +44+0.7% | 加碼 |
| Capital City Trust Co | 6,023 | $309.3 萬 | 1.01% | +857+16.6% | 加碼 |
| Kovack Advisors, Inc. | 6,029 | $309.7 萬 | 0.41% | −1,693−21.9% | 減碼 |
| Bank Hapoalim BM | 6,048 | $310.6 萬 | 0.39% | −359−5.6% | 減碼 |
| IFP Advisors, Inc | 18,245 | $312.2 萬 | 0.11% | −13,573−42.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,091 | $312.8 萬 | 0.35% | +451+8.0% | 加碼 |
| Charles Carroll Financial Partners, LLC | 6,171 | $317.0 萬 | 4.14% | +535+9.5% | 加碼 |
| TrinityPoint Wealth, LLC | 6,187 | $317.8 萬 | 0.70% | −553−8.2% | 減碼 |
| Eudaimonia Partners, LLC | 6,208 | $318.8 萬 | 0.58% | −7,391−54.3% | 減碼 |
| Phoenix Holdings Ltd. | 6,207 | $318.8 萬 | 0.07% | −1,543−19.9% | 減碼 |
| Shepherd Financial Partners LLC | 6,214 | $319.1 萬 | 0.62% | +284+4.8% | 加碼 |
| Carret Asset Management, LLC | 6,223 | $319.6 萬 | 0.44% | −381−5.8% | 減碼 |
| Inscription Capital, LLC | 6,226 | $319.8 萬 | 0.58% | +616+11.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,285 | $322.8 萬 | 0.58% | +331+5.6% | 加碼 |
| Regency Capital Management Inc. | 6,291 | $323.1 萬 | 3.48% | +614+10.8% | 加碼 |
| Summit Financial, LLC | 6,291 | $323.1 萬 | 0.30% | −121−1.9% | 減碼 |
| Tealwood Asset Management Inc | 6,293 | $323.2 萬 | 1.60% | −105−1.6% | 減碼 |
| Chemung Canal Trust Co | 6,294 | $323.3 萬 | 0.74% | −8,691−58.0% | 減碼 |
| SWS Partners | 6,304 | $323.8 萬 | 2.73% | −721−10.3% | 減碼 |
| Transcend Wealth Collective, LLC | 6,311 | $324.2 萬 | 0.34% | +67+1.1% | 加碼 |
| SevenBridge Financial Group, LLC | 6,314 | $324.3 萬 | 1.31% | −144−2.2% | 減碼 |
| Notis-McConarty Edward | 6,332 | $325.3 萬 | 1.36% | +98+1.6% | 加碼 |
| Townsend & Associates, Inc | 6,307 | $326.0 萬 | 1.51% | −56−0.9% | 減碼 |
| Investment Research & Advisory Group, Inc. | 6,358 | $326.6 萬 | 2.39% | +283+4.7% | 加碼 |
| Eads & Heald Wealth Management | 6,364 | $326.9 萬 | 1.76% | −66−1.0% | 減碼 |
| Summit X, LLC | 6,360 | $327.0 萬 | 0.95% | −437−6.4% | 減碼 |
| Parisi Gray Wealth Management | 6,378 | $327.6 萬 | 1.71% | +138+2.2% | 加碼 |
| Buckley Wealth Management, LLC | 6,385 | $328.0 萬 | 1.06% | −271−4.1% | 減碼 |
| Financial Advisory Service, Inc. | 6,393 | $328.4 萬 | 0.35% | +321+5.3% | 加碼 |
| Greenfield Savings Bank | 6,413 | $329.4 萬 | 2.21% | +6,413 | 新進 |
| NVWM, LLC | 6,421 | $329.8 萬 | 1.28% | +2,435+61.1% | 加碼 |
| Royal Fund Management, LLC | 6,429 | $330.2 萬 | 0.55% | −350−5.2% | 減碼 |
| Rossmore Private Capital | 6,429 | $330.2 萬 | 0.57% | −89−1.4% | 減碼 |
| Centric Wealth Management | 6,463 | $331.9 萬 | 1.22% | −70−1.1% | 減碼 |
| CX Institutional | 6,463 | $331.9 萬 | 0.25% | +404+6.7% | 加碼 |
| Avantax Planning Partners, Inc. | 6,461 | $331.9 萬 | 0.14% | +841+15.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,476 | $332.6 萬 | 1.90% | −30−0.5% | 減碼 |
| Condor Capital Management | 6,509 | $334.3 萬 | 0.43% | −4−0.1% | 減碼 |
| Sentry Investment Management LLC | 6,519 | $334.8 萬 | 1.51% | −1,167−15.2% | 減碼 |
| S.E.E.D. Planning Group LLC | 6,531 | $335.5 萬 | 1.52% | −222−3.3% | 減碼 |
| DF Dent & Co Inc | 6,538 | $335.8 萬 | 0.05% | −7−0.1% | 減碼 |
| Elgethun Capital Management | 6,577 | $336.9 萬 | 1.31% | +19+0.3% | 加碼 |
| Sheets Smith Wealth Management | 6,591 | $338.5 萬 | 0.56% | −25−0.4% | 減碼 |
| Chemistry Wealth Management LLC | 6,590 | $338.5 萬 | 1.30% | +230+3.6% | 加碼 |
| Next Level Private LLC | 6,590 | $338.5 萬 | 1.30% | +6,590 | 新進 |
| Siena Capital LLC | 6,597 | $338.8 萬 | 2.05% | −98−1.5% | 減碼 |
| Birch Capital Management, LLC | 6,664 | $342.3 萬 | 2.44% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 6,690 | $343.6 萬 | 0.55% | −5−0.1% | 減碼 |
| Legacy Wealth Management, LLC | 6,691 | $343.7 萬 | 2.09% | 00.0% | 不變 |
| Choate Investment Advisors | 6,704 | $344.3 萬 | 0.21% | +925+16.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 6,706 | $344.4 萬 | 0.35% | −611−8.4% | 減碼 |
| Wunderlich Capital Managemnt | 6,707 | $344.5 萬 | 2.01% | −57−0.8% | 減碼 |
| Forum Financial Management, LP | 6,718 | $345.1 萬 | 0.17% | +183+2.8% | 加碼 |
| Geneva Partners, LLC | 6,748 | $346.6 萬 | 3.41% | −849−11.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,750 | $346.7 萬 | 0.85% | +1,094+19.3% | 加碼 |
| TCWP LLC | 6,799 | $349.2 萬 | 0.74% | +118+1.8% | 加碼 |
| Palouse Capital Management, Inc. | 6,803 | $349.4 萬 | 1.73% | −187−2.7% | 減碼 |
| Johnson Financial Group, Inc. | 6,819 | $350.3 萬 | 0.25% | −958−12.3% | 減碼 |
| Cypress Capital, LLC | 6,823 | $350.4 萬 | 0.50% | −338−4.7% | 減碼 |
| Great Diamond Partners, LLC | 6,834 | $351.0 萬 | 1.17% | +230+3.5% | 加碼 |
| Winton Group Ltd | 6,837 | $351.2 萬 | 0.19% | −4,569−40.1% | 減碼 |
| Cypress Capital Group | 6,847 | $351.7 萬 | 0.54% | +177+2.7% | 加碼 |
| Patten Group, Inc. | 6,864 | $353.1 萬 | 1.13% | −69−1.0% | 減碼 |
| Harris Associates L P大師Oakmark(Harris Associates) | 6,879 | $353.3 萬 | 0.01% | −2,641−27.7% | 減碼 |
| Principle Wealth Partners LLC | 6,888 | $353.8 萬 | 0.43% | +41+0.6% | 加碼 |
| Ashford Capital Management Inc | 6,916 | $355.2 萬 | 0.50% | −4−0.1% | 減碼 |
| MPS Loria Financial Planners, LLC | 6,925 | $355.6 萬 | 1.60% | +28+0.4% | 加碼 |
| Mattern Wealth Management LLC | 6,936 | $356.3 萬 | 1.39% | +70+1.0% | 加碼 |
| Claraphi Advisory Network, LLC | 6,959 | $357.4 萬 | 1.26% | +508+7.9% | 加碼 |
| Gouws Capital LLC | 6,978 | $358.4 萬 | 3.40% | +160+2.3% | 加碼 |
| Abbrea Capital, LLC | 6,988 | $358.9 萬 | 0.60% | +159+2.3% | 加碼 |
| Sendero Wealth Management, LLC | 6,993 | $359.3 萬 | 3.46% | +1,143+19.5% | 加碼 |
| Doyle Wealth Management | 7,003 | $359.7 萬 | 0.29% | +131+1.9% | 加碼 |
| Aubrey Capital Management Ltd | 7,000 | $360.1 萬 | 2.90% | +7,000 | 新進 |
| Simplify Asset Management Inc. | 7,017 | $360.4 萬 | 0.45% | +4,092+139.9% | 加碼 |
| Advocate Group LLC | 7,029 | $361.0 萬 | 0.84% | +7,029 | 新進 |
| Stokes Family Office, LLC | 7,052 | $362.2 萬 | 0.49% | +489+7.5% | 加碼 |
| Harrell Investment Partners, LLC | 7,055 | $362.4 萬 | 1.48% | +181+2.6% | 加碼 |
| Legacy CG, LLC | 7,065 | $362.9 萬 | 2.50% | +74+1.1% | 加碼 |
| Sepio Capital, LP | 7,075 | $363.4 萬 | 0.37% | +247+3.6% | 加碼 |
| Valley Brook Capital Group | 7,079 | $363.6 萬 | 3.75% | +25+0.4% | 加碼 |
| HM Capital Management, LLC | 7,080 | $363.6 萬 | 2.03% | +37+0.5% | 加碼 |
| Renasant Bank | 7,100 | $364.6 萬 | 2.98% | +620+9.6% | 加碼 |
| Berkshire Bank | 7,110 | $365.1 萬 | 1.06% | +163+2.3% | 加碼 |
| Cypress Asset Management Inc | 7,138 | $366.6 萬 | 1.31% | −385−5.1% | 減碼 |
| Royal Capital Wealth Management, LLC | 7,148 | $367.1 萬 | 3.98% | −35−0.5% | 減碼 |
| Valeo Financial Advisors, LLC | 7,157 | $367.6 萬 | 0.23% | −2,559−26.3% | 減碼 |