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
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 2,415653.5K $0.15 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 2,400649.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 2,390646.7K $0.44 %0.00 %as of Mar 31, 2026 ↗
Roundhill UNH WeeklyPay ETF Roundhill ETF Trust 2,383644.8K $20.21 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 2,381698.3K $0.61 %0.00 %as of Feb 28, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 2,360638.6K $0.14 %0.00 %as of Mar 31, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 2,346634.8K $1.11 %0.00 %as of Mar 31, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 2,345634.5K $3.28 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 2,3286M SEK0.44 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Global Income ETF RBB Fund, Inc. 2,326682.1K $0.73 %0.00 %as of Feb 28, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 2,312678K $0.85 %0.00 %as of Feb 28, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 2,305854K $0.62 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 2,279616.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,272614.8K $0.72 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 2,261663.1K $0.16 %0.00 %as of Feb 28, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 2,2605.8M SEK0.42 %0.00 %as of Mar 31, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 2,260611.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 2,241606.4K $1.12 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 2,238829.1K $0.96 %0.00 %as of Apr 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 2,222601.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 2,221601K $0.90 %0.00 %as of Mar 31, 2026 ↗
RIVERPARK LONG/SHORT OPPORTUNITY FUND RiverPark Funds Trust 2,212598.5K $2.04 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 2,212598.5K $1.06 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 2,1935.7M SEK0.33 %0.00 %as of Mar 31, 2026 ↗
MML Sustainable Equity Fund MML SERIES INVESTMENT FUND 2,192593.1K $0.48 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 2,174588.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Large Cap Core Fund Northern Funds 2,170587.2K $0.18 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 2,1485.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,142579.6K $0.48 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 2,136626.4K $0.45 %0.00 %as of Feb 28, 2026 ↗
NYLI PineStone Global Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 2,123786.5K $1.83 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,079562.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Opportunity Fund Allspring VARIABLE TRUST 2,075561.5K $0.39 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 2,068766.2K $0.46 %0.00 %as of Apr 30, 2026 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 2,047553.9K $0.64 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,022547.1K $0.39 %0.00 %as of Mar 31, 2026 ↗
Touchstone ETF Trust-Touchstone US Large Cap Focused ETF Touchstone ETF Trust 2,015545.2K $1.05 %0.00 %as of Mar 31, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 2,011544.2K $0.76 %0.00 %as of Mar 31, 2026 ↗
Hennessy Balanced Fund Hennessy Funds Trust 2,000741K $5.44 %0.00 %as of Apr 30, 2026 ↗
Archer Balanced Fund ARCHER INVESTMENT SERIES TRUST 2,000586.5K $0.98 %0.00 %as of Feb 28, 2026 ↗
Scharf Multi-Asset Opportunity Fund Advisors Series Trust 1,994539.6K $1.12 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 1,992738K $0.18 %0.00 %as of Apr 30, 2026 ↗
Indecap Guide Global Indecap Fonder AB 1,9825.1M SEK0.62 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 1,979580.4K $0.61 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,972533.6K $0.32 %0.00 %as of Mar 31, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 1,970729.8K $0.20 %0.00 %as of Apr 30, 2026 ↗
Equity Series Manning & Napier Fund, Inc. 1,947721.3K $1.29 %0.00 %as of Apr 30, 2026 ↗
ALGER HEALTH SCIENCES FUND ALGER FUNDS 1,947721.3K $1.19 %0.00 %as of Apr 30, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 1,947526.8K $0.57 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,945570.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,927521.4K $0.49 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,926521.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Sit Balanced Fund SIT MUTUAL FUNDS INC 1,900514.1K $0.71 %0.00 %as of Mar 31, 2026 ↗
Neiman Large Cap Value Fund NEIMAN FUNDS 1,900514.1K $0.99 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,898703.2K $0.35 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 1,898513.6K $0.86 %0.00 %as of Mar 31, 2026 ↗
RJ Eagle GCM Dividend Select Income ETF Carillon Series Trust 1,896513K $0.97 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 1,895512.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,874694.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
Balanced Fund Meeder Funds 1,848500.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Simplify Health Care ETF Simplify Exchange Traded Funds 1,829494.9K $0.21 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,824534.9K $0.21 %0.00 %as of Feb 28, 2026 ↗
PeakShares Sector Rotation ETF NORTHERN LIGHTS FUND TRUST II 1,815532.3K $0.97 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,813490.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
First Trust Dividend Strength ETF First Trust Exchange-Traded Fund 1,778481.1K $1.59 %0.00 %as of Mar 31, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 1,774480K $1.23 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Healthcare Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 1,751648.7K $5.83 %0.00 %as of Apr 30, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 1,722505K $0.22 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,709462.4K $0.40 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 1,706632K $0.14 %0.00 %as of Apr 30, 2026 ↗
Redwood Systematic Macro Trend Fund Two Roads Shared Trust 1,688625.4K $0.53 %0.00 %as of Apr 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 1,681454.9K $0.75 %0.00 %as of Mar 31, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 1,671490.1K $0.44 %0.00 %as of Feb 28, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,652447K $0.19 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 1,646482.7K $0.10 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 1,641608K $0.54 %0.00 %as of Apr 30, 2026 ↗
Parnassus Value Select ETF Parnassus Funds II 1,629440.8K $2.46 %0.00 %as of Mar 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 1,620600.2K $0.33 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 1,6144.2M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Mundoval Fund MUNDOVAL FUNDS 1,600432.9K $1.66 %0.00 %as of Mar 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 1,591589.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 1,587429.4K $0.25 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,580427.5K $0.70 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,549573.9K $0.13 %0.00 %as of Apr 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,544452.8K $0.49 %0.00 %as of Feb 28, 2026 ↗
Fidelity Healthy Future Fund Fidelity Summer Street Trust 1,541570.9K $3.84 %0.00 %as of Apr 30, 2026 ↗
Systematic Value Fund VALIC Co I 1,518445.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
Cullen Value Fund Cullen Funds Trust 1,510408.6K $1.44 %0.00 %as of Mar 31, 2026 ↗
Buffalo Blue Chip Growth Fund Buffalo Funds 1,500405.9K $0.26 %0.00 %as of Mar 31, 2026 ↗
Health Care Fund Rydex Series Funds 1,485401.8K $2.09 %0.00 %as of Mar 31, 2026 ↗
Victory Science & Technology Fund Victory Portfolios III 1,477547.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 1,461541.3K $1.16 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,446391.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 1,441389.9K $0.28 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Impact Equity Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 1,438532.8K $1.75 %0.00 %as of Apr 30, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 1,424527.6K $0.20 %0.00 %as of Apr 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1,420526.1K $0.13 %0.00 %as of Apr 30, 2026 ↗
WesMark Balanced Fund WesMark Funds 1,400378.8K $0.39 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,398410K $0.10 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,391376.4K $0.08 %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