Titelia

Fund shareholders of UnitedHealth Group Inc

ISIN US91324P1021 · United States · LEI 549300GHBMY8T5GXDE41

Fund shareholders
1,544
Of which ETFs
354 1,190 other funds
Value held
89B $ 108.6M € · 8.9B SEK
Share of capital
33.5 % of 897.6M shares on Jul 31, 2026

1,544 funds hold this company. This table lists the 1,529 that declare it in a regulatory filing. The other 15 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 28,765,9477.8B $0.39 %3.20 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 23,019,4886.2B $0.44 %2.56 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 11,649,9293.2B $0.44 %1.30 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 11,527,9353.4B $0.45 %1.28 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 8,879,6463.3B $1.53 %0.99 %as of Apr 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 8,378,5562.3B $1.00 %0.93 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 8,363,9152.3B $0.86 %0.93 %as of Mar 31, 2026 ↗
State Street(R) Health Care Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 6,591,9121.8B $4.62 %0.73 %as of Mar 31, 2026 ↗
Dodge & Cox Stock Fund Dodge & Cox Funds 6,502,2601.8B $1.53 %0.72 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 6,366,8211.7B $1.04 %0.71 %as of Mar 31, 2026 ↗
Income Fund of America Income Fund of America 6,269,1792.3B $1.59 %0.70 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,107,4331.4B $0.44 %0.57 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 5,085,5471.9B $1.51 %0.57 %as of Apr 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 4,454,4831.2B $0.78 %0.50 %as of Mar 31, 2026 ↗
VANGUARD HEALTH CARE FUND VANGUARD SPECIALIZED FUNDS 3,895,3071.4B $3.92 %0.43 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 3,585,8731.3B $1.40 %0.40 %as of Apr 30, 2026 ↗
Growth Fund of America Growth Fund of America 3,389,370994M $0.30 %0.38 %as of Feb 28, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 2,720,307797.8M $3.94 %0.30 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 2,476,450917.5M $2.31 %0.28 %as of Apr 30, 2026 ↗
Capital Income Builder Capital Income Builder 2,388,736885M $0.70 %0.27 %as of Apr 30, 2026 ↗
American Mutual Fund American Mutual Fund 2,225,939824.7M $0.72 %0.25 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,089,759565.5M $0.81 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,009,346744.4M $0.54 %0.22 %as of Apr 30, 2026 ↗
Capital Group Dividend Value ETF Capital Group Dividend Value ETF 1,930,282566.1M $1.86 %0.22 %as of Feb 28, 2026 ↗
Putnam Large Cap Value Fund Putnam Large Cap Value Fund 1,922,841712.4M $1.42 %0.21 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 1,918,332519.1M $0.78 %0.21 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,904,230515.3M $0.44 %0.21 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 1,802,147667.7M $1.03 %0.20 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 1,736,786509.3M $1.01 %0.19 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,693,819496.7M $0.40 %0.19 %as of Feb 28, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 1,640,666443.9M $1.08 %0.18 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 1,625,079439.7M $1.38 %0.18 %as of Mar 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 1,615,307473.7M $0.99 %0.18 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,562,970422.9M $0.91 %0.17 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 1,561,646458M $0.38 %0.17 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 1,409,833522.3M $2.53 %0.16 %as of Apr 30, 2026 ↗
iShares MSCI USA Quality Factor ETF iShares Trust 1,386,204513.6M $1.02 %0.15 %as of Apr 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 1,384,663374.7M $0.92 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,341,540393.4M $0.40 %0.15 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,324,4583.4B SEK0.25 %0.15 %as of Mar 31, 2026 ↗
Janus Henderson Forty Fund JANUS INVESTMENT FUND 1,299,723351.7M $1.71 %0.14 %as of Mar 31, 2026 ↗
T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. 1,297,274351M $0.60 %0.14 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,289,935378.3M $0.17 %0.14 %as of Feb 28, 2026 ↗
T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. 1,242,865336.3M $3.09 %0.14 %as of Mar 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 1,163,827314.9M $2.05 %0.13 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,146,376336.2M $0.23 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,139,107308.2M $0.39 %0.13 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,082,463317.5M $0.34 %0.12 %as of Feb 28, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 1,076,420398.8M $2.18 %0.12 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,066,553288.6M $0.91 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,063,388287.7M $0.45 %0.12 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 970,113359.4M $1.22 %0.11 %as of Apr 30, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 963,599260.7M $1.15 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 932,789273.6M $0.43 %0.10 %as of Feb 28, 2026 ↗
GMO Quality Fund GMO TRUST 926,239271.6M $2.24 %0.10 %as of Feb 28, 2026 ↗
T. Rowe Price Large-Cap Growth Fund T. Rowe Price Equity Funds, Inc. 925,026250.3M $1.33 %0.10 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 866,489234.5M $0.18 %0.10 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 841,381227.7M $0.92 %0.09 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 835,333226M $0.46 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 823,929222.9M $0.43 %0.09 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 792,183232.3M $2.05 %0.09 %as of Feb 28, 2026 ↗
New Economy Fund New Economy Fund 791,788232.2M $0.52 %0.09 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 791,550232.1M $0.95 %0.09 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 782,457289.9M $3.60 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 763,142282.7M $0.48 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 762,943206.4M $0.86 %0.08 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 751,250203.3M $1.23 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 733,107271.6M $0.30 %0.08 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 693,310256.9M $1.06 %0.08 %as of Apr 30, 2026 ↗
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 677,911198.8M $3.04 %0.08 %as of Feb 27, 2026 ↗
iShares Russell 1000 ETF iShares Trust 649,569175.8M $0.41 %0.07 %as of Mar 31, 2026 ↗
Eagle Capital Select Equity ETF 2023 ETF Series Trust 646,087174.8M $4.64 %0.07 %as of Mar 31, 2026 ↗
AB LARGE CAP GROWTH FUND INC AB LARGE CAP GROWTH FUND INC 629,568233.2M $0.98 %0.07 %as of Apr 30, 2026 ↗
Janus Henderson Global Life Sciences Fund JANUS INVESTMENT FUND 601,241162.7M $3.13 %0.07 %as of Mar 31, 2026 ↗
Folksam LO Världen Swedbank Robur Fonder AB 593,9851.5B SEK1.09 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 591,814219.3M $0.25 %0.07 %as of Apr 30, 2026 ↗
AMCAP Fund AMCAP Fund 579,164169.9M $0.18 %0.06 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 571,801211.8M $1.47 %0.06 %as of Apr 30, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 567,937210.4M $1.47 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 565,530153M $0.44 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 563,892165.4M $2.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND 557,330150.8M $0.32 %0.06 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 556,146150.5M $0.57 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 543,286147M $0.41 %0.06 %as of Mar 31, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 543,187201.2M $1.36 %0.06 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 541,698158.9M $1.33 %0.06 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 537,911145.6M $1.28 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 537,815145.5M $22.48 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 534,430198M $0.48 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. 532,485144.1M $0.33 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series Value Discovery Fund Fidelity Devonshire Trust 531,300196.8M $1.23 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 529,295155.2M $0.83 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 526,408154.4M $0.40 %0.06 %as of Feb 28, 2026 ↗
Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) 519,810192.6M $1.70 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 509,977138M $0.23 %0.06 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 486,487131.6M $0.43 %0.05 %as of Mar 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 476,008139.6M $0.56 %0.05 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 473,338128.1M $0.46 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 470,053174.1M $0.48 %0.05 %as of Apr 30, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 468,758137.5M $0.68 %0.05 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares U.S. Healthcare Providers ETF iShares Trust 22.48 %as of Mar 31, 2026 ↗
Roundhill UNH WeeklyPay ETF Roundhill ETF Trust 20.21 %as of Mar 31, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 14.58 %as of Feb 28, 2026 ↗
Hennessy Total Return Fund Hennessy Funds Trust 7.47 %as of Apr 30, 2026 ↗
MARSHFIELD CONCENTRATED OPPORTUNITY FUND Ultimus Managers Trust 7.41 %as of Feb 28, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 7.17 %as of Apr 30, 2026 ↗
T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. 6.54 %as of Mar 31, 2026 ↗
iShares U.S. Healthcare ETF iShares Trust 6.18 %as of Apr 30, 2026 ↗
AMG Veritas Global Focus Fund AMG Funds I 5.86 %as of Apr 30, 2026 ↗
JPMorgan Healthcare Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 5.83 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,345+30297,375,257+1.3 %
2026Q11,315-8293,672,796+0.4 %
2025Q41,323-121292,439,877-2.8 %
2025Q31,444-185300,790,949-10.1 %
2025Q21,629+41334,732,721+1.5 %
2025Q11,588-57329,758,814-1.7 %
2024Q41,645+9335,623,948-0.6 %
2024Q31,636-18337,707,809+1.2 %
2024Q21,654-6333,655,155+3.7 %
2024Q11,660-16321,823,861-6.2 %
2023Q41,676343,155,839

Institutional managers

2,998 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.73,467,53119.9B $as of Mar 31, 2026
STATE STREET CORP45,332,18612.3B $as of Mar 31, 2026
Capital World Investors27,783,4157.5B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC22,768,6956.1B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/20,873,9465.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC20,817,7555.6B $as of Mar 31, 2026
JPMORGAN CHASE & CO19,102,5415B $as of Mar 31, 2026
Capital Research Global Investors17,112,2184.6B $as of Mar 31, 2026
MORGAN STANLEY14,963,5694B $as of Mar 31, 2026
FMR LLC12,019,0463.3B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/11,713,6843.2B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP10,091,6392.7B $as of Mar 31, 2026
Bank of New York Mellon Corp10,088,2712.7B $as of Mar 31, 2026
Dodge & Cox9,466,7562.6B $as of Mar 31, 2026
Capital International Investors9,001,3122.4B $as of Mar 31, 2026
NORTHERN TRUST CORP8,779,9072.4B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC7,837,1822.1B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,442,8902B $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.6,443,8632.1B $as of Mar 31, 2026
Amundi6,376,1981.7B $as of Mar 31, 2026
Invesco Ltd.6,316,4621.7B $as of Mar 31, 2026
Legal & General Group Plc6,119,0441.7B $as of Mar 31, 2026
Sanders Capital, LLC5,964,6851.6B $as of Mar 31, 2026
EAGLE CAPITAL MANAGEMENT LLC5,859,3251.6B $as of Mar 31, 2026
HSBC HOLDINGS PLC5,721,0491.5B $as of Mar 31, 2026

Declared shareholders of UnitedHealth Group Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.50 %68,122,483as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of UnitedHealth Group Inc

588 funds declare 3,803 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND59904.8M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND54869.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND10494.4M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF44488.2M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND22428M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF62319.6M $as of Feb 28, 2026
VANGUARD WELLESLEY INCOME FUND22305.8M $as of Mar 31, 2026
Bond Fund of America19304.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND16285.1M $as of Feb 28, 2026
VANGUARD LONG-TERM INVESTMENT-GRADE FUND24265M $as of Apr 30, 2026
PIMCO Long Duration Credit Bond Portfolio15211M $as of Mar 31, 2026
American Balanced Fund12197.1M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund26181.6M $as of Feb 28, 2026
Capital Group Central Corporate Bond Fund16164.5M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND6153.8M $as of Apr 30, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND11149.9M $as of Mar 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND31148M $as of Feb 28, 2026
PGIM Total Return Bond Fund12142M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF62133.7M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND10132.4M $as of Mar 31, 2026
American Funds Multi-Sector Income Fund10114.8M $as of Mar 31, 2026
American Funds Strategic Bond Fund12105.5M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF10103.4M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5100.2M $as of Apr 30, 2026
AST Multi-Sector Fixed Income Portfolio1297.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of UnitedHealth Group Inc". https://titelia.com/en/stocks/unitedhealth-group-inc-US91324P1021