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
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 1,380373.4K $0.43 %0.00 %as of Mar 31, 2026 ↗
HEALTH CARE ULTRASECTOR PROFUND ProFunds 1,379510.9K $5.12 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,370370.7K $0.41 %0.00 %as of Mar 31, 2026 ↗
Cultivar ETF ETF Opportunities Trust 1,321489.4K $1.26 %0.00 %as of Apr 30, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 1,319356.9K $0.34 %0.00 %as of Mar 31, 2026 ↗
Harbor Health Care ETF Harbor ETF Trust 1,315487.2K $1.77 %0.00 %as of Apr 30, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 1,309354.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Balanced Fund Touchstone Variable Series Trust 1,304352.8K $0.80 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 1,283376.3K $0.53 %0.00 %as of Feb 28, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,282346.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,273344.5K $0.31 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 1,268343.1K $0.24 %0.00 %as of Mar 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 1,256339.9K $1.08 %0.00 %as of Mar 31, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 1,213328.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,206326.3K $0.38 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,201352.2K $0.47 %0.00 %as of Feb 28, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 1,195350.5K $0.26 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 1,166315.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 1,148425.3K $1.01 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 1,147310.4K $1.34 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,140308.5K $0.17 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 1,136307.4K $0.55 %0.00 %as of Mar 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1,124304.1K $0.87 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,110411.2K $0.25 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,108410.5K $0.49 %0.00 %as of Apr 30, 2026 ↗
JAMESTOWN EQUITY FUND Williamsburg Investment Trust 1,107299.5K $0.48 %0.00 %as of Mar 31, 2026 ↗
Monteagle Enhanced Equity Income Fund Monteagle Funds 1,100322.6K $2.29 %0.00 %as of Feb 28, 2026 ↗
Cicero-Optimum US Sector Fund Cicero Fonder AB 1,0972.8M SEK0.89 %0.00 %as of Mar 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 1,096296.6K $0.59 %0.00 %as of Mar 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 1,090294.9K $0.84 %0.00 %as of Mar 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 1,075315.3K $0.40 %0.00 %as of Feb 28, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,032382.3K $0.13 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,028278.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund Northern Funds 1,019275.7K $0.41 %0.00 %as of Mar 31, 2026 ↗
Manor Growth Fund MANOR INVESTMENT FUNDS INC 1,017275.2K $1.68 %0.00 %as of Mar 31, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 1,000293.3K $0.95 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 996292.1K $0.40 %0.00 %as of Feb 27, 2026 ↗
Skandia Försiktig Skandia Fonder AB 9942.6M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Lazard US Equity Focus Portfolio LAZARD FUNDS INC 990267.9K $0.38 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 965261.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 960259.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Alger Balanced Portfolio ALGER PORTFOLIOS 938253.8K $0.40 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 937347.1K $0.54 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 9322.4M SEK0.37 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 930272.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Alger Growth & Income Portfolio ALGER PORTFOLIOS 912246.8K $0.54 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II 901333.8K $1.28 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 855231.4K $0.30 %0.00 %as of Mar 31, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 844228.4K $0.45 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 843312.3K $0.19 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 842246.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 842227.8K $0.24 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust 840227.3K $0.38 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 822222.4K $0.45 %0.00 %as of Mar 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 806298.6K $0.15 %0.00 %as of Apr 30, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 803297.5K $0.42 %0.00 %as of Apr 30, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 803235.5K $0.67 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 791214K $0.01 %0.00 %as of Mar 31, 2026 ↗
FMI Global Fund FMI Funds Inc 790213.8K $2.01 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 788291.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
Archer Stock Fund ARCHER INVESTMENT SERIES TRUST 785230.2K $0.92 %0.00 %as of Feb 28, 2026 ↗
Health Care Fund Rydex Variable Trust 778210.5K $1.69 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Future Health Care Equity ETF Goldman Sachs ETF Trust 775227.3K $1.01 %0.00 %as of Feb 28, 2026 ↗
Income Equity Fund Northern Funds 760205.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 757204.8K $0.19 %0.00 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 750202.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 750202.9K $0.13 %0.00 %as of Mar 31, 2026 ↗
Davis Research Fund DAVIS NEW YORK VENTURE FUND INC 740274.2K $0.34 %0.00 %as of Apr 30, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 738199.7K $0.45 %0.00 %as of Mar 31, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 732271.2K $4.61 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 729270.1K $0.55 %0.00 %as of Apr 30, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 723195.6K $3.07 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 706261.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 705206.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily UNH Bull 2X ETF Direxion Shares ETF Trust 700259.3K $4.61 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 698258.6K $0.40 %0.00 %as of Apr 30, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 6961.8M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 680184K $0.02 %0.00 %as of Mar 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 650175.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 634171.6K $0.56 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 618167.2K $0.26 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 607224.9K $0.36 %0.00 %as of Apr 30, 2026 ↗
Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust 607164.2K $1.86 %0.00 %as of Mar 31, 2026 ↗
JPMorgan NASDAQ Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 589159.4K $0.15 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 588217.8K $0.81 %0.00 %as of Apr 30, 2026 ↗
BULL PROFUND ProFunds 582215.6K $0.43 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 574155.3K $0.95 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 552204.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 548148.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 548148.3K $0.14 %0.00 %as of Mar 31, 2026 ↗
Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II 547202.7K $5.05 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP BULL ProFunds 545147.5K $0.35 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 538157.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 536157.2K $1.75 %0.00 %as of Feb 28, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 530143.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 528142.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Sit ESG Growth Fund SIT MUTUAL FUNDS INC 500135.3K $1.03 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 498184.5K $0.60 %0.00 %as of Apr 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 494133.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 490132.6K $0.42 %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