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
Nuveen S&P 500 Index Fund TIAA-CREF Funds 197,03673M $0.53 %0.02 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 195,60357.4M $0.56 %0.02 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 194,67357.1M $0.36 %0.02 %as of Feb 28, 2026 ↗
iShares Large Cap Core Active ETF BlackRock ETF Trust 194,39472M $1.40 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 191,64651.9M $0.43 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 190,74070.7M $0.54 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 187,63050.8M $0.43 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 187,256482.7M SEK0.33 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 185,64750.2M $0.89 %0.02 %as of Mar 31, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 185,00068.5M $1.42 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 184,64250M $0.43 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 180,15266.7M $0.38 %0.02 %as of Apr 30, 2026 ↗
Bahl & Gaynor Income Growth ETF ETF Series Solutions 178,73548.4M $2.37 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 177,700458.1M SEK0.37 %0.02 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 176,71947.8M $1.28 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 174,89547.3M $0.40 %0.02 %as of Mar 31, 2026 ↗
Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 173,83551M $1.16 %0.02 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 173,40646.9M $0.63 %0.02 %as of Mar 31, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 172,20263.8M $4.31 %0.02 %as of Apr 30, 2026 ↗
Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) 163,68860.6M $1.65 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 161,55043.7M $3.57 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 156,92242.5M $0.12 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 154,93041.9M $0.52 %0.02 %as of Mar 31, 2026 ↗
Gateway Fund Gateway Trust 154,74141.9M $0.60 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 154,31245.3M $0.44 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 153,37041.5M $0.42 %0.02 %as of Mar 31, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 152,80056.6M $0.92 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 152,30444.7M $0.42 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 150,67740.8M $1.20 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 146,78939.7M $0.43 %0.02 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust 145,87039.5M $1.21 %0.02 %as of Mar 31, 2026 ↗
Penn Series Flexibly Managed Fund Penn Series Funds Inc 142,75538.6M $0.83 %0.02 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 141,31838.2M $0.60 %0.02 %as of Mar 31, 2026 ↗
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 140,79552.2M $0.46 %0.02 %as of Apr 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 138,05037.4M $0.43 %0.02 %as of Mar 31, 2026 ↗
DAVENPORT CORE LEADERS FUND Williamsburg Investment Trust 133,18836M $3.11 %0.01 %as of Mar 31, 2026 ↗
Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III 132,33835.8M $2.43 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 130,23338.2M $0.26 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 130,16435.2M $1.08 %0.01 %as of Mar 31, 2026 ↗
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 129,58048M $1.27 %0.01 %as of Apr 30, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 129,08334.9M $0.05 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 128,83934.9M $0.43 %0.01 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 128,00034.6M $0.17 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 126,90347M $0.14 %0.01 %as of Apr 30, 2026 ↗
Fidelity Value Discovery Fund Fidelity Puritan Trust 126,10046.7M $1.23 %0.01 %as of Apr 30, 2026 ↗
Fundamental All Cap Core Trust John Hancock Variable Insurance Trust 125,02933.8M $1.47 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 123,99336.4M $0.45 %0.01 %as of Feb 28, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 122,62745.4M $0.26 %0.01 %as of Apr 30, 2026 ↗
AMG Yacktman Fund AMG Funds 120,00032.5M $0.47 %0.01 %as of Mar 31, 2026 ↗
Blue Chip Growth Fund John Hancock Funds II 119,09734.9M $0.63 %0.01 %as of Feb 28, 2026 ↗
AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. 119,06044.1M $2.37 %0.01 %as of Apr 30, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 119,04434.9M $0.73 %0.01 %as of Feb 28, 2026 ↗
Fidelity Capital Appreciation Fund Fidelity Capital Trust 118,30043.8M $0.58 %0.01 %as of Apr 30, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 117,34631.8M $0.59 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II 117,08143.4M $3.14 %0.01 %as of Apr 30, 2026 ↗
Fidelity Focused Stock Fund Fidelity Capital Trust 117,00043.3M $0.87 %0.01 %as of Apr 30, 2026 ↗
Invesco Health Care Fund AIM Investment Funds (Invesco Investment Funds) 115,67842.9M $3.79 %0.01 %as of Apr 30, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 115,05042.6M $0.46 %0.01 %as of Apr 30, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 114,89442.6M $1.42 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 114,69031M $0.44 %0.01 %as of Mar 31, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 114,52431M $1.12 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 114,51442.4M $0.54 %0.01 %as of Apr 30, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 114,50342.4M $0.69 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 114,48942.4M $0.37 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Appreciation Fund, Inc. BNY MELLON APPRECIATION FUND, INC. 114,37030.9M $1.77 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 113,26942M $0.50 %0.01 %as of Apr 30, 2026 ↗
William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS 112,74530.5M $1.68 %0.01 %as of Mar 31, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 111,70030.2M $1.14 %0.01 %as of Mar 31, 2026 ↗
Selected American Shares SELECTED AMERICAN SHARES INC 111,00030M $1.54 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 109,78829.7M $0.40 %0.01 %as of Mar 31, 2026 ↗
Eaton Vance Worldwide Health Sciences Fund Eaton Vance Growth Trust 109,34932.1M $3.74 %0.01 %as of Feb 28, 2026 ↗
Invesco Comstock Select Fund AIM Sector Funds (Invesco Sector Funds) 109,04840.4M $4.85 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 109,03829.5M $0.53 %0.01 %as of Mar 31, 2026 ↗
ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust 109,01340.4M $1.70 %0.01 %as of Apr 30, 2026 ↗
THE HARTFORD HEALTHCARE FUND HARTFORD MUTUAL FUNDS, INC 109,01240.4M $5.54 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 108,95729.5M $0.40 %0.01 %as of Mar 31, 2026 ↗
SEB Läkemedelsfond SEB Funds AB 108,792280.4M SEK1.73 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. 106,45228.8M $1.35 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 105,30728.5M $0.52 %0.01 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 104,94230.8M $0.88 %0.01 %as of Feb 28, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 102,67738M $0.46 %0.01 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 101,74227.5M $0.81 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 101,73629.8M $0.45 %0.01 %as of Feb 28, 2026 ↗
BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. 101,17429.7M $0.60 %0.01 %as of Feb 27, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 100,99527.3M $0.43 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Growth Stock Fund JNL Series Trust 100,98727.3M $0.34 %0.01 %as of Mar 31, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 100,19727.1M $1.45 %0.01 %as of Mar 31, 2026 ↗
Putnam VT Large Cap Value Fund Putnam Variable Trust 100,16927.1M $1.09 %0.01 %as of Mar 31, 2026 ↗
FMI Large Cap Fund FMI Funds Inc 100,00027.1M $2.44 %0.01 %as of Mar 31, 2026 ↗
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 99,23529.1M $0.60 %0.01 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds 98,97336.7M $1.04 %0.01 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 98,20236.4M $0.71 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 98,06926.5M $1.46 %0.01 %as of Mar 31, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 96,80028.4M $0.98 %0.01 %as of Feb 28, 2026 ↗
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 93,71034.7M $1.57 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 93,50225.3M $0.43 %0.01 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 92,14724.9M $0.12 %0.01 %as of Mar 31, 2026 ↗
American Funds Global Insight Fund American Funds Global Insight Fund 90,15333.4M $0.16 %0.01 %as of Apr 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 89,75124.3M $0.43 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 89,531230.8M SEK0.52 %0.01 %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