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
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 490132.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
SEB Active 55 SEB Funds AB 4861.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 463125.3K $0.52 %0.00 %as of Mar 31, 2026 ↗
Lord Abbett Health Care Fund LORD ABBETT SECURITIES TRUST 461170.8K $2.10 %0.00 %as of Apr 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 460124.5K $0.52 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 457123.7K $1.85 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 446165.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Sector Rotation Fund Meeder Funds 440119.1K $0.30 %0.00 %as of Mar 31, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 440119.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Climate Action Fund John Hancock Investment Trust 431116.6K $1.88 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 4271.1M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 427158.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
SEB Active 80 SEB Funds AB 4161.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 414112K $0.43 %0.00 %as of Mar 31, 2026 ↗
Fundamental Equity Income Fund John Hancock Investment Trust 413111.8K $1.71 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 409110.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 400108.2K $0.48 %0.00 %as of Mar 31, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 397107.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 392106.1K $0.75 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 386104.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 384103.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
William Blair Global Leaders Fund WILLIAM BLAIR FUNDS 379102.6K $0.78 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 377102K $0.52 %0.00 %as of Mar 31, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 356917.7K SEK0.39 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 35395.5K $0.62 %0.00 %as of Mar 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 35094.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 34392.8K $0.82 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 340126K $0.10 %0.00 %as of Apr 30, 2026 ↗
Alger AI Enablers & Adopters Fund ALGER FUNDS 337124.9K $0.55 %0.00 %as of Apr 30, 2026 ↗
Archer Focus Fund ARCHER INVESTMENT SERIES TRUST 33096.8K $2.49 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Variable Trust 32888.8K $0.28 %0.00 %as of Mar 31, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 325120.4K $0.64 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset High Income Fund John Hancock Funds II 32194.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 318117.8K $0.22 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Dividend Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 313116K $1.03 %0.00 %as of Apr 30, 2026 ↗
Monopoly ETF Strategy Shares 309114.5K $0.87 %0.00 %as of Apr 30, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 300111.1K $0.58 %0.00 %as of Apr 30, 2026 ↗
Fidelity Sustainable U.S. Equity Fund Fidelity Summer Street Trust 29686.8K $0.27 %0.00 %as of Feb 28, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 27875.2K $0.51 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust 27875.2K $0.15 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 23563.6K $0.41 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 23563.6K $0.23 %0.00 %as of Mar 31, 2026 ↗
SEB Active 30 SEB Funds AB 231595.4K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust 23085.2K $0.45 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 23067.5K $0.12 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 U.S. Market Leaders Top 50 ETF GLOBAL X FUNDS 22884.5K $5.12 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRABULL ProFunds 22560.9K $0.33 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 21061.6K $0.60 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 20776.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 20254.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 18951.1K $0.41 %0.00 %as of Mar 31, 2026 ↗
John Hancock Fundamental All Cap Core ETF John Hancock Exchange-Traded Fund Trust 18750.6K $1.54 %0.00 %as of Mar 31, 2026 ↗
Atlas U.S. Tactical Income Fund Atlas U.S. Tactical Income Fund, Inc. 18449.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Global Allocation Fund Meeder Funds 18349.5K $0.13 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 18167.1K $1.19 %0.00 %as of Apr 30, 2026 ↗
Vitality Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 17246.5K $2.18 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 16561.1K $0.19 %0.00 %as of Apr 30, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 15642.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 14739.8K $0.21 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 13937.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 13840.5K $0.02 %0.00 %as of Feb 27, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 13536.5K $0.52 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 13248.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
Invesco Diversified Dividend Opportunities ETF Invesco Actively Managed Exchange-Traded Fund Trust 12646.7K $1.78 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 12634.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 12135.5K $0.67 %0.00 %as of Feb 28, 2026 ↗
iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust 11944.1K $0.49 %0.00 %as of Apr 30, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 118304.2K SEK0.30 %0.00 %as of Mar 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 11442.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 11241.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
Loomis Sayles Strategic Alpha Fund Natixis Funds Trust II 10929.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 10831.7K $0.47 %0.00 %as of Feb 28, 2026 ↗
Loomis Sayles High Income Opportunities Fund LOOMIS SAYLES FUNDS I 10829.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Loomis Sayles Institutional High Income Fund LOOMIS SAYLES FUNDS I 10628.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 10438.5K $0.28 %0.00 %as of Apr 30, 2026 ↗
SEB Active 20 SEB Funds AB 98252.6K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 8924.1K $0.27 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 8823.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 8222.2K $0.33 %0.00 %as of Mar 31, 2026 ↗
Forester Value Fund FORESTER FUNDS INC 8021.6K $0.60 %0.00 %as of Mar 31, 2026 ↗
iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust 7821.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 6718.1K $0.48 %0.00 %as of Mar 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 6318.5K $0.45 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 5319.6K $0.55 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust 5219.3K $0.26 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 4817.8K $0.55 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 4617K $0.83 %0.00 %as of Apr 30, 2026 ↗
Morningstar Multisector Bond Fund Morningstar Funds Trust 4416.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 3613.3K $0.58 %0.00 %as of Apr 30, 2026 ↗
Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3513K $0.10 %0.00 %as of Apr 30, 2026 ↗
Wedbush ReturnOnLeadership(R) U.S. Large-Cap ETF Wedbush Series Trust 3513K $1.26 %0.00 %as of Apr 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 2710K $0.18 %0.00 %as of Apr 30, 2026 ↗
First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund 277.3K $0.58 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 267K $0.36 %0.00 %as of Mar 31, 2026 ↗
Pacer MSCI World Industry Advantage ETF Pacer Funds Trust 238.5K $0.80 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 216.2K $0.36 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 174.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
LG QRAFT AI-Powered U.S. Large Cap Core ETF Exchange Listed Funds Trust 72.6K $0.12 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 61.6K $0.35 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 61.6K $0.35 %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