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
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 88,32423.9M $0.90 %0.01 %as of Mar 31, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 87,98232.6M $7.17 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 87,82825.8M $0.58 %0.01 %as of Feb 28, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 87,24223.6M $0.43 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 87,09525.5M $0.72 %0.01 %as of Feb 27, 2026 ↗
JNL/WMC Balanced Fund JNL Series Trust 86,97823.5M $0.27 %0.01 %as of Mar 31, 2026 ↗
American Beacon The London Company Income Equity Fund AMERICAN BEACON FUNDS 86,96525.5M $2.23 %0.01 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 85,87823.2M $0.56 %0.01 %as of Mar 31, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 85,09631.5M $0.92 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 83,68531M $1.25 %0.01 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 81,12122M $2.08 %0.01 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 80,02429.6M $1.31 %0.01 %as of Apr 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 79,954206.1M SEK0.43 %0.01 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 78,92929.2M $3.58 %0.01 %as of Apr 30, 2026 ↗
Value Fund HOMESTEAD FUNDS INC 78,20021.2M $1.98 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 77,92721.1M $0.17 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 77,40920.9M $0.60 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 77,07328.6M $0.54 %0.01 %as of Apr 30, 2026 ↗
Invesco Comstock Portfolio Brighthouse Funds Trust I 76,86220.8M $1.15 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 76,319196.7M SEK0.50 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 76,31428.3M $0.70 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Health Sciences Portfolio T. ROWE PRICE EQUITY SERIES, INC. 75,92620.5M $3.10 %0.01 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 75,24927.9M $0.73 %0.01 %as of Apr 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 74,60621.9M $0.43 %0.01 %as of Feb 28, 2026 ↗
Clipper Fund Clipper Funds Trust 73,91020M $1.50 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 73,89827.4M $1.78 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 73,66521.6M $0.31 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 73,64721.6M $0.40 %0.01 %as of Feb 28, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 73,47327.2M $0.63 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur Healthcare Swedbank Robur Fonder AB 72,850187.8M SEK1.32 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 72,17121.2M $0.31 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 71,69719.4M $0.17 %0.01 %as of Mar 31, 2026 ↗
Fidelity Worldwide Fund Fidelity Investment Trust 71,00026.3M $0.70 %0.01 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 70,53320.7M $0.36 %0.01 %as of Feb 28, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 70,28926M $0.97 %0.01 %as of Apr 30, 2026 ↗
Nomura Healthcare Fund Delaware Group Equity Funds IV 70,00018.9M $2.85 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 69,82425.9M $1.92 %0.01 %as of Apr 30, 2026 ↗
AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 69,79018.9M $1.81 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 69,67420.4M $0.41 %0.01 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 69,65818.8M $0.82 %0.01 %as of Mar 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 68,28918.5M $0.96 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 68,05118.4M $0.43 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 67,99418.4M $2.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 67,53125M $0.46 %0.01 %as of Apr 30, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 67,01118.1M $0.87 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 66,894172.4M SEK0.37 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 66,51418M $0.47 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 66,27617.9M $0.40 %0.01 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 66,12219.4M $0.70 %0.01 %as of Feb 27, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 65,93719.3M $0.44 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 65,68517.8M $0.36 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 65,55117.7M $0.51 %0.01 %as of Mar 31, 2026 ↗
Brown Advisory Flexible Equity Fund Brown Advisory Funds 65,01617.6M $1.96 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 64,72519M $0.45 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 64,30318.9M $0.44 %0.01 %as of Feb 28, 2026 ↗
Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust 64,20017.4M $2.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 63,82517.3M $0.43 %0.01 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 63,04417.1M $0.16 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 62,881162.1M SEK0.28 %0.01 %as of Mar 31, 2026 ↗
Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions 62,81117M $0.95 %0.01 %as of Mar 31, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 62,65317M $0.50 %0.01 %as of Mar 31, 2026 ↗
Schwab Health Care Fund SCHWAB CAPITAL TRUST 62,28423.1M $3.75 %0.01 %as of Apr 30, 2026 ↗
CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II 62,08616.8M $1.72 %0.01 %as of Mar 31, 2026 ↗
DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust 61,78116.7M $1.65 %0.01 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 61,57116.7M $0.35 %0.01 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 61,36122.7M $0.37 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 61,27722.7M $0.38 %0.01 %as of Apr 30, 2026 ↗
Davis Select U.S. Equity ETF Davis Fundamental ETF Trust 61,27022.7M $1.96 %0.01 %as of Apr 30, 2026 ↗
Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 60,62816.4M $1.15 %0.01 %as of Mar 31, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 60,12016.3M $0.93 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 60,04117.6M $0.32 %0.01 %as of Feb 28, 2026 ↗
Avanza Global Avanza Fonder AB 59,812154.2M SEK0.36 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Dow30 ProShares Trust 59,48817.4M $2.31 %0.01 %as of Feb 28, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 59,34516.1M $1.83 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 59,02721.9M $0.48 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 57,63821.4M $1.76 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 57,56021.3M $0.91 %0.01 %as of Apr 30, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 56,78315.4M $1.26 %0.01 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 56,67116.6M $0.47 %0.01 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 56,65915.3M $0.76 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 56,35015.2M $0.28 %0.01 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 56,06320.8M $0.02 %0.01 %as of Apr 30, 2026 ↗
Value Portfolio PACIFIC SELECT FUND 55,19514.9M $1.09 %0.01 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 54,84314.8M $0.34 %0.01 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 54,80014.8M $0.29 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 54,65720.2M $0.59 %0.01 %as of Apr 30, 2026 ↗
NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS 54,49320.2M $2.14 %0.01 %as of Apr 30, 2026 ↗
Franklin Templeton SMACS Series E Franklin Strategic Series 54,27915.9M $3.00 %0.01 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust 54,26614.7M $1.12 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 54,13015.9M $0.14 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. 53,53614.5M $0.59 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 53,25415.6M $0.66 %0.01 %as of Feb 27, 2026 ↗
Janus Henderson Forty Portfolio JANUS ASPEN SERIES 53,01614.3M $1.69 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Growth and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 52,81814.3M $1.14 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 52,511135.4M SEK0.30 %0.01 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 52,48719.4M $0.18 %0.01 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 52,28914.1M $0.44 %0.01 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 52,04214.1M $0.55 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 51,667133.2M SEK0.50 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 51,57714M $1.14 %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