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
Victory Growth & Income Fund Victory Portfolios III 51,38519M $0.86 %0.01 %as of Apr 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 51,32415.1M $0.70 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 51,23813.9M $0.53 %0.01 %as of Mar 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 51,20015M $0.64 %0.01 %as of Feb 28, 2026 ↗
SA AB Growth Portfolio SUNAMERICA SERIES TRUST 50,90618.9M $1.04 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Worldwide Growth Fund, Inc. BNY Mellon Worldwide Growth Fund, Inc. 50,22518.6M $1.99 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND 50,22014.7M $0.48 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 50,16113.6M $0.60 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 49,95413.5M $0.93 %0.01 %as of Mar 31, 2026 ↗
CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND 49,81218.5M $1.25 %0.01 %as of Apr 30, 2026 ↗
Blue Chip Growth Trust John Hancock Variable Insurance Trust 49,76213.5M $0.64 %0.01 %as of Mar 31, 2026 ↗
Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III 49,72418.4M $2.46 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 49,60018.4M $0.62 %0.01 %as of Apr 30, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 49,38514.5M $1.32 %0.01 %as of Feb 28, 2026 ↗
Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) 49,03018.2M $1.06 %0.01 %as of Apr 30, 2026 ↗
HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC 48,77613.2M $0.88 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 48,75818.1M $0.54 %0.01 %as of Apr 30, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 48,54318M $0.58 %0.01 %as of Apr 30, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 48,01013M $1.83 %0.01 %as of Mar 31, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 47,94917.8M $0.50 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Dow30 ProShares Trust 47,93014.1M $2.76 %0.01 %as of Feb 28, 2026 ↗
Domestic Equity Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 47,88613M $1.11 %0.01 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 47,82712.9M $0.63 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 47,24412.8M $0.44 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 47,08917.4M $0.54 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 46,53513.6M $0.46 %0.01 %as of Feb 28, 2026 ↗
Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust 46,50212.6M $0.94 %0.01 %as of Mar 31, 2026 ↗
VIP Health Care Portfolio Variable Insurance Products Fund IV 46,50012.6M $1.25 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 46,396119.6M SEK0.39 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 46,39112.6M $0.53 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 46,35017.2M $0.55 %0.01 %as of Apr 30, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 46,18817.1M $0.75 %0.01 %as of Apr 30, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 46,03812.5M $0.96 %0.01 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 45,82313.4M $0.45 %0.01 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 45,462117.2M SEK0.25 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 45,43812.3M $0.38 %0.01 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 45,260116.7M SEK0.37 %0.01 %as of Mar 31, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 44,74516.6M $0.49 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 44,13111.9M $0.41 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 44,01611.9M $0.80 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 43,93611.9M $0.17 %0.00 %as of Mar 31, 2026 ↗
Scharf ETF Advisors Series Trust 43,65311.8M $1.75 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Health Care ETF Invesco Exchange-Traded Fund Trust 42,96015.9M $2.31 %0.00 %as of Apr 30, 2026 ↗
DWS Health and Wellness Fund DEUTSCHE DWS SECURITIES TRUST 42,32312.4M $4.80 %0.00 %as of Feb 28, 2026 ↗
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 42,02715.6M $1.11 %0.00 %as of Apr 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 42,00012.3M $0.28 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 41,90511.3M $0.62 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 41,80911.3M $0.22 %0.00 %as of Mar 31, 2026 ↗
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 41,68215.4M $0.47 %0.00 %as of Apr 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 41,52611.2M $0.43 %0.00 %as of Mar 31, 2026 ↗
THRIVENT HEALTHCARE PORTFOLIO Thrivent Series Fund, Inc. 41,06411.1M $4.99 %0.00 %as of Mar 31, 2026 ↗
AB Wealth Appreciation Strategy AB PORTFOLIOS 40,80712M $0.83 %0.00 %as of Feb 28, 2026 ↗
First Eagle Rising Dividend Fund First Eagle Funds 40,78915.1M $3.20 %0.00 %as of Apr 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 40,37111.8M $0.17 %0.00 %as of Feb 28, 2026 ↗
Health Sciences Portfolio PACIFIC SELECT FUND 40,16610.9M $3.05 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 39,76614.7M $0.49 %0.00 %as of Apr 30, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 39,54811.6M $0.88 %0.00 %as of Feb 28, 2026 ↗
Loomis Sayles Global Allocation Fund LOOMIS SAYLES FUNDS II 39,44910.7M $0.40 %0.00 %as of Mar 31, 2026 ↗
Indecap Guide 2 Indecap Fonder AB 39,291101.3M SEK0.30 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 39,22814.5M $0.54 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 39,17110.6M $0.45 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 38,98310.5M $0.44 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 38,89314.4M $0.50 %0.00 %as of Apr 30, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 38,69214.3M $0.28 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 38,47410.4M $0.50 %0.00 %as of Mar 31, 2026 ↗
Davis Global Fund DAVIS NEW YORK VENTURE FUND INC 38,34014.2M $1.56 %0.00 %as of Apr 30, 2026 ↗
Invesco V.I. Equity and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 37,73510.2M $0.74 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 37,63810.2M $0.55 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 37,51610.2M $0.43 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 37,44610.1M $0.43 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. 37,28910.1M $0.38 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 36,94610M $0.52 %0.00 %as of Mar 31, 2026 ↗
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF 36,78410.8M $0.72 %0.00 %as of Feb 28, 2026 ↗
AB US Large Cap Strategic Equities ETF AB Active ETFs, Inc. 36,63010.7M $1.37 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,61713.6M $1.63 %0.00 %as of Apr 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 36,5009.9M $0.40 %0.00 %as of Mar 31, 2026 ↗
BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 36,4619.9M $0.27 %0.00 %as of Mar 31, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 36,31013.5M $1.16 %0.00 %as of Apr 30, 2026 ↗
Large-Cap Value Portfolio PACIFIC SELECT FUND 36,1159.8M $1.56 %0.00 %as of Mar 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 36,0329.7M $0.56 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 35,8079.7M $0.17 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST 35,78513.3M $1.71 %0.00 %as of Apr 30, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 35,55813.2M $1.09 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Value ETF iShares Trust 35,34213.1M $1.06 %0.00 %as of Apr 30, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 35,3009.6M $0.68 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 35,17813M $0.15 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I 35,1539.5M $0.39 %0.00 %as of Mar 31, 2026 ↗
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 35,1199.5M $1.06 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,99510.3M $0.88 %0.00 %as of Feb 28, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 34,9289.5M $0.41 %0.00 %as of Mar 31, 2026 ↗
AB Large Cap Value Fund AB TRUST 34,61910.2M $2.10 %0.00 %as of Feb 28, 2026 ↗
First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund 34,5239.3M $3.24 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,2899.3M $0.44 %0.00 %as of Mar 31, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 34,2769.3M $0.07 %0.00 %as of Mar 31, 2026 ↗
TCW Relative Value Large Cap Fund TCW FUNDS INC 33,74612.5M $2.26 %0.00 %as of Apr 30, 2026 ↗
ALGER CAPITAL APPRECIATION FUND ALGER FUNDS 33,69412.5M $0.47 %0.00 %as of Apr 30, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 32,8958.9M $0.44 %0.00 %as of Mar 31, 2026 ↗
Vulcan Value Partners Fund Elevation Series Trust 32,87712.2M $4.76 %0.00 %as of Apr 30, 2026 ↗
Tax-Managed Value Portfolio Tax-Managed Value Portfolio 32,79912.2M $1.04 %0.00 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 32,37512M $0.47 %0.00 %as of Apr 30, 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