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 EQUITY INCOME FUND VANGUARD FENWAY FUNDS 467,924126.6M $0.20 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Healthcare ETF iShares Trust 467,413173.2M $6.18 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 465,793126M $2.03 %0.05 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust 461,184124.8M $0.90 %0.05 %as of Mar 31, 2026 ↗
Janus Henderson Contrarian Fund JANUS INVESTMENT FUND 458,219124M $2.89 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 452,218167.5M $1.37 %0.05 %as of Apr 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 451,200167.2M $1.07 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 442,280119.7M $0.27 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 436,578118.1M $0.45 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 436,489118.1M $0.39 %0.05 %as of Mar 31, 2026 ↗
iShares Global Healthcare ETF iShares Trust 435,399117.8M $3.25 %0.05 %as of Mar 31, 2026 ↗
Mairs & Power Growth Fund Trust for Professional Managers 423,007114.5M $2.28 %0.05 %as of Mar 31, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 421,617114.1M $0.43 %0.05 %as of Mar 31, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 418,419155M $0.48 %0.05 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 417,583154.7M $5.42 %0.05 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 412,221111.5M $0.44 %0.05 %as of Mar 31, 2026 ↗
Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC 410,500152.1M $2.03 %0.05 %as of Apr 30, 2026 ↗
Dodge & Cox Balanced Fund Dodge & Cox Funds 408,972110.7M $0.76 %0.05 %as of Mar 31, 2026 ↗
Dodge & Cox Global Stock Fund Dodge & Cox Funds 407,300110.2M $0.92 %0.05 %as of Mar 31, 2026 ↗
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 406,939150.8M $1.42 %0.05 %as of Apr 30, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 404,062118.5M $14.58 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 401,000108.5M $0.67 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 400,772108.4M $0.54 %0.04 %as of Mar 31, 2026 ↗
iShares S&P 100 ETF iShares Trust 399,992108.2M $0.61 %0.04 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 399,603148M $0.62 %0.04 %as of Apr 30, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 388,374105.1M $4.12 %0.04 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 387,096143.4M $0.36 %0.04 %as of Apr 30, 2026 ↗
Putnam Focused Large Cap Value ETF Putnam ETF Trust 383,363112.4M $1.28 %0.04 %as of Feb 27, 2026 ↗
Fundamental Large Cap Core Fund John Hancock Investment Trust 380,418140.9M $2.24 %0.04 %as of Apr 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 373,008138.2M $1.20 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 370,129137.1M $1.03 %0.04 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 357,34596.7M $0.37 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 350,965130M $1.02 %0.04 %as of Apr 30, 2026 ↗
Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 340,68399.9M $0.76 %0.04 %as of Feb 28, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 338,203125.3M $1.86 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 336,73491.1M $0.43 %0.04 %as of Mar 31, 2026 ↗
MARSHFIELD CONCENTRATED OPPORTUNITY FUND Ultimus Managers Trust 331,25497.1M $7.41 %0.04 %as of Feb 28, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 330,69589.5M $2.24 %0.04 %as of Mar 31, 2026 ↗
Smead Value Fund Smead Funds Trust 320,97894.1M $2.14 %0.04 %as of Feb 27, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 317,647117.7M $1.16 %0.04 %as of Apr 30, 2026 ↗
Capital Group Core Equity ETF Capital Group Core Equity ETF 316,65692.9M $1.03 %0.04 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 316,018117.1M $1.03 %0.04 %as of Apr 30, 2026 ↗
Franklin Growth Fund Franklin Custodian Funds 310,15583.9M $0.52 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 305,789113.3M $0.25 %0.03 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 300,676111.4M $1.17 %0.03 %as of Apr 30, 2026 ↗
Patient Opportunity Trust Advisor Managed Portfolios 300,00081.2M $4.68 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 289,177107.1M $0.50 %0.03 %as of Apr 30, 2026 ↗
Capital Group Global Growth Equity ETF Capital Group Global Growth Equity ETF 288,32084.6M $0.89 %0.03 %as of Feb 28, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 285,88977.4M $0.44 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 285,45577.2M $0.49 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 285,238105.7M $0.34 %0.03 %as of Apr 30, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 283,69783.2M $0.88 %0.03 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 280,308103.8M $0.27 %0.03 %as of Apr 30, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 280,00082.1M $1.33 %0.03 %as of Feb 28, 2026 ↗
GMO U.S. Quality ETF GMO ETF Trust 277,01081.2M $2.33 %0.03 %as of Feb 28, 2026 ↗
Sequoia Fund Inc Sequoia Fund Inc 277,00175M $2.25 %0.03 %as of Mar 31, 2026 ↗
Putnam Global Health Care Fund Putnam Global Health Care Fund 266,96078.3M $4.92 %0.03 %as of Feb 28, 2026 ↗
Stock Index Fund Northern Funds 262,97271.2M $0.43 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust 261,53096.9M $0.90 %0.03 %as of Apr 30, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 260,13470.4M $0.81 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 259,79396.2M $1.35 %0.03 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Fund TIAA-CREF Funds 258,25495.7M $1.49 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 257,82369.8M $0.44 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 256,79195.1M $1.62 %0.03 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 255,78869.2M $0.21 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 253,21893.8M $1.13 %0.03 %as of Apr 30, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 252,70368.4M $1.14 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 251,45293.2M $0.53 %0.03 %as of Apr 30, 2026 ↗
ClearBridge Value Fund Legg Mason Global Asset Management Trust 250,00092.6M $2.22 %0.03 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 247,99172.7M $0.12 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 246,73766.8M $0.39 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 242,26689.8M $0.39 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 235,00087.1M $3.02 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 234,28563.4M $1.28 %0.03 %as of Mar 31, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 230,55562.4M $0.91 %0.03 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 229,37285M $0.54 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 228,28784.6M $0.43 %0.03 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 223,43982.8M $0.69 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 222,71160.3M $0.95 %0.02 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 220,40159.6M $0.36 %0.02 %as of Mar 31, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 220,40059.6M $1.05 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 217,78558.9M $0.99 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 216,47980.2M $0.54 %0.02 %as of Apr 30, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 216,45358.6M $2.60 %0.02 %as of Mar 31, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 215,10379.7M $0.70 %0.02 %as of Apr 30, 2026 ↗
PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. 214,17162.8M $4.31 %0.02 %as of Feb 27, 2026 ↗
Equity Income Fund Principal Funds, Inc 212,24678.6M $0.97 %0.02 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 210,51557M $1.39 %0.02 %as of Mar 31, 2026 ↗
Equity Income Fund American Century Capital Portfolios, Inc. 209,69456.7M $0.90 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 208,20556.3M $0.74 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 207,39160.8M $0.93 %0.02 %as of Feb 28, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 206,67955.9M $0.54 %0.02 %as of Mar 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 206,09276.4M $0.54 %0.02 %as of Apr 30, 2026 ↗
ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust 203,33255M $0.63 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 202,85954.9M $0.44 %0.02 %as of Mar 31, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 202,33954.8M $1.72 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 202,22959.3M $0.51 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 200,15254.2M $0.44 %0.02 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust 199,92454.1M $0.82 %0.02 %as of Mar 31, 2026 ↗
Parnassus Value Equity Fund Parnassus Funds 198,50153.7M $1.16 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of UnitedHealth Group Inc". https://titelia.com/en/stocks/unitedhealth-group-inc-US91324P1021