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
PSF Global Portfolio Prudential Series Fund 6,7011.8M $0.17 %0.00 %as of Mar 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 6,6852M $3.33 %0.00 %as of Feb 28, 2026 ↗
VY(R) INVESCO GROWTH AND INCOME PORTFOLIO Voya Investors Trust 6,5741.8M $1.10 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 6,5511.8M $0.58 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 6,5331.8M $0.64 %0.00 %as of Mar 31, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 6,5321.8M $1.37 %0.00 %as of Mar 31, 2026 ↗
Fidelity Global Equity Income Fund Fidelity Investment Trust 6,4962.4M $0.52 %0.00 %as of Apr 30, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 6,4231.9M $1.23 %0.00 %as of Feb 28, 2026 ↗
Invesco Comstock Contrarian Equity ETF Invesco Actively Managed Exchange-Traded Fund Trust 6,4222.4M $1.84 %0.00 %as of Apr 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 6,4022.4M $1.37 %0.00 %as of Apr 30, 2026 ↗
Davis Equity Portfolio DAVIS VARIABLE ACCOUNT FUND INC 6,3001.7M $1.59 %0.00 %as of Mar 31, 2026 ↗
Boston Trust Walden Balanced Fund Boston Trust Walden Funds 6,3001.7M $1.25 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 6,2961.8M $0.67 %0.00 %as of Feb 28, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 6,2611.7M $0.91 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 6,24516.1M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds 6,2352.3M $2.47 %0.00 %as of Apr 30, 2026 ↗
Boston Trust Equity Fund Boston Trust Walden Funds 6,2001.7M $0.72 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 6,1771.7M $0.30 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust 6,1761.8M $0.27 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 6,1671.7M $0.32 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 6,1111.7M $0.16 %0.00 %as of Mar 31, 2026 ↗
Guardian Growth & Income VIP Fund Guardian Variable Products Trust 6,0581.6M $1.81 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Global Quality Factor ETF iShares Trust 6,0421.8M $0.79 %0.00 %as of Feb 28, 2026 ↗
Integrity Growth & Income Fund INTEGRITY FUNDS 6,0002.2M $1.65 %0.00 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 5,9931.6M $0.37 %0.00 %as of Mar 31, 2026 ↗
AB Select US Equity Portfolio AB CAP FUND, INC. 5,9441.6M $0.51 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 5,8721.7M $2.42 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 5,8601.6M $0.29 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 5,8231.6M $1.92 %0.00 %as of Mar 31, 2026 ↗
Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST 5,8191.7M $1.29 %0.00 %as of Feb 28, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 5,7911.6M $0.20 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Value Active ETF 2023 ETF Series Trust 5,7401.6M $1.08 %0.00 %as of Mar 31, 2026 ↗
GuidePath Growth and Income Fund GPS Funds II 5,6741.5M $1.16 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 5,6091.5M $0.01 %0.00 %as of Mar 31, 2026 ↗
Buffalo Growth & Income Fund Buffalo Funds 5,6001.5M $0.91 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 5,5011.5M $0.37 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc 5,4911.5M $0.44 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 5,4791.6M $0.55 %0.00 %as of Feb 28, 2026 ↗
Dividend Value Fund VALIC Co I 5,4671.6M $0.22 %0.00 %as of Feb 28, 2026 ↗
Hedgeye Quality Growth ETF ETF Opportunities Trust 5,4132M $2.06 %0.00 %as of Apr 30, 2026 ↗
VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III 5,4001.5M $0.52 %0.00 %as of Mar 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 5,3731.6M $0.23 %0.00 %as of Feb 28, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 5,3582M $0.75 %0.00 %as of Apr 30, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 5,35613.8M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 5,3531.4M $0.45 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 5,34013.8M SEK0.52 %0.00 %as of Mar 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 5,2651.4M $0.35 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 5,2401.5M $0.60 %0.00 %as of Feb 27, 2026 ↗
Loomis Sayles Global Allocation Portfolio Brighthouse Funds Trust I 5,2311.4M $0.41 %0.00 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 5,2101.9M $1.11 %0.00 %as of Apr 30, 2026 ↗
DF Tactical Dividend Fund Northern Lights Fund Trust 5,2091.4M $1.86 %0.00 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 5,1031.4M $0.12 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 5,0881.9M $0.10 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 5,0831.4M $0.13 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 5,0131.9M $0.55 %0.00 %as of Apr 30, 2026 ↗
Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. 5,0101.4M $0.32 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 5,0001.5M $0.11 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 4,9901.5M $0.14 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Large Cap Equity Fund BNY Mellon Investment Funds V, Inc. 4,9671.3M $1.02 %0.00 %as of Mar 31, 2026 ↗
Indecap Guide 1 Indecap Fonder AB 4,95812.8M SEK0.19 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,9321.3M $0.23 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP HEALTH CARE ProFunds 4,9071.3M $4.45 %0.00 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Large Cap Disciplined Value Fund HOTCHKIS & WILEY FUNDS/DE/ 4,9001.3M $1.69 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. 4,8981.3M $6.54 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 4,8271.3M $0.25 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 4,7981.4M $0.44 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,7911.4M $0.15 %0.00 %as of Feb 28, 2026 ↗
FM Compounders Equity ETF Northern Lights Fund Trust IV 4,7411.4M $2.22 %0.00 %as of Feb 28, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 4,7381.8M $0.47 %0.00 %as of Apr 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 4,7171.7M $0.15 %0.00 %as of Apr 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 4,7121.3M $0.45 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 4,70212.1M SEK0.15 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 4,66012M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 4,6501.3M $0.04 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 4,6081.4M $0.65 %0.00 %as of Feb 28, 2026 ↗
Alger AI Enablers & Adopters ETF Alger ETF Trust 4,5891.2M $0.45 %0.00 %as of Mar 31, 2026 ↗
Pro-Blend Moderate Term Series Manning & Napier Fund, Inc. 4,5871.7M $0.62 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 4,5201.3M $0.48 %0.00 %as of Feb 27, 2026 ↗
Buffalo Growth Fund Buffalo Funds 4,5001.2M $0.75 %0.00 %as of Mar 31, 2026 ↗
CAUSEWAY GLOBAL VALUE FUND CAUSEWAY CAPITAL MANAGEMENT TRUST 4,4801.2M $0.50 %0.00 %as of Mar 31, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 4,4391.3M $0.47 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 4,4321.2M $0.57 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 4,4061.2M $0.22 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 4,4001.2M $0.07 %0.00 %as of Mar 31, 2026 ↗
AB US Low Volatility Equity ETF AB Active ETFs, Inc. 4,3821.3M $0.68 %0.00 %as of Feb 28, 2026 ↗
Fidelity SAI Sustainable U.S. Equity Fund Fidelity Summer Street Trust 4,3561.3M $0.27 %0.00 %as of Feb 28, 2026 ↗
Sarofim Equity Fund ADVISORS' INNER CIRCLE FUND 4,3551.2M $1.84 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 4,30711.1M SEK0.40 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 4,2931.6M $0.41 %0.00 %as of Apr 30, 2026 ↗
AQR Global Equity Fund AQR Funds 4,2911.2M $0.22 %0.00 %as of Mar 31, 2026 ↗
Penn Series Large Core Value Fund Penn Series Funds Inc 4,2771.2M $0.92 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Large Company Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,2671.2M $0.76 %0.00 %as of Mar 31, 2026 ↗
Guardian Strategic Large Cap Core VIP Fund Guardian Variable Products Trust 4,2661.2M $0.65 %0.00 %as of Mar 31, 2026 ↗
Cullen Enhanced Equity Income ETF ADVISORS' INNER CIRCLE FUND II 4,2241.1M $2.71 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 4,1871.1M $0.44 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 4,1761.1M $0.57 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 4,1601.1M $0.67 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 4,1181.2M $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 4,0921.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
Dividend Growth Portfolio LORD ABBETT SERIES FUND INC 4,0611.1M $0.58 %0.00 %as of Mar 31, 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