Fund shareholders of UnitedHealth Group Inc
ISIN US91324P1021 · United States · LEI 549300GHBMY8T5GXDE41
- Fund shareholders
- 1,655
- Of which ETFs
- 385 1,270 other funds
- Value held
- ≈ 130.9B $ 129.8B $ · 108.6M € · 8.9B SEK
- Share of capital
- 35.9 % of 897.6M shares on Jul 31, 2026
1,655 funds hold this company. This table lists the 1,640 that declare it in a regulatory filing. The other 15 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Fundamental Large Cap Core ETF Fidelity Covington Trust | 38,014 | 15.8M $ | 1.31 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 37,638 | 15.6M $ | 0.75 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 37,543 | 15.6M $ | 0.58 % | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 37,150 | 15.4M $ | 2.39 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 36,941 | 15.3M $ | 0.72 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 36,927 | 15.3M $ | 0.55 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 36,900 | 15.3M $ | 0.89 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 36,620 | 15.2M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin Global Allocation Fund Franklin Fund Allocator Series | 36,499 | 15.2M $ | 0.51 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 36,304 | 15.1M $ | 0.66 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 36,281 | 15.1M $ | 1.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Equity and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 36,004 | 15M $ | 1.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Health Sciences Trust John Hancock Variable Insurance Trust | 35,965 | 14.9M $ | 5.95 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 35,779 | 14.9M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 35,692 | 14.8M $ | 0.48 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Russell Top 200 ETF iShares Trust | 35,640 | 14.8M $ | 0.68 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Optimum Large Cap Value Fund Optimum Fund Trust | 35,533 | 14.8M $ | 0.79 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 35,325 | 14.6M $ | 1.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 35,145 | 14.6M $ | 0.64 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Franklin Templeton SMACS Series E Franklin Strategic Series | 35,000 | 13.3M $ | 2.13 % | 0.00 % | as of May 31, 2026 ↗ |
| DWS Health and Wellness Fund DEUTSCHE DWS SECURITIES TRUST | 34,923 | 13.3M $ | 5.73 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 34,859 | 13.3M $ | 0.24 % | 0.00 % | as of May 31, 2026 ↗ |
| AB Large Cap Value Fund AB TRUST | 34,795 | 14.5M $ | 2.73 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 34,732 | 14.4M $ | 2.58 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,709 | 14.4M $ | 1.62 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 34,600 | 14.3M $ | 2.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 34,294 | 14.3M $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 34,235 | 14.2M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 34,230 | 14.2M $ | 0.56 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 34,100 | 14.1M $ | 0.50 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. | 34,053 | 14.2M $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 34,007 | 14.1M $ | 1.85 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blue Chip Growth Trust John Hancock Variable Insurance Trust | 34,002 | 14.1M $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust | 33,740 | 14M $ | 2.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Stock Portfolio Stock Portfolio | 33,726 | 14M $ | 1.79 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 33,698 | 14M $ | 0.54 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 33,469 | 13.9M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 33,413 | 13.9M $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 33,301 | 13.8M $ | 0.16 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 33,137 | 13.7M $ | 1.76 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Tax-Managed Value Portfolio Tax-Managed Value Portfolio | 32,799 | 13.6M $ | 1.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 32,717 | 13.6M $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 32,682 | 13.6M $ | 1.74 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 32,673 | 13.6M $ | 2.60 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 32,169 | 13.3M $ | 0.70 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 32,014 | 12.2M $ | 0.48 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 31,967 | 13.3M $ | 0.31 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 31,859 | 12.1M $ | 0.54 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Janus Focused Growth Portfolio SUNAMERICA SERIES TRUST | 31,549 | 13.1M $ | 2.67 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 31,343 | 13M $ | 1.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 31,289 | 13M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 31,019 | 12.9M $ | 1.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,967 | 12.8M $ | 0.23 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 30,818 | 11.7M $ | 1.36 % | 0.00 % | as of May 31, 2026 ↗ |
| AB Large Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 30,630 | 12.7M $ | 1.23 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 30,610 | 12.7M $ | 2.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 30,602 | 12.7M $ | 0.81 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 30,452 | 11.6M $ | 0.49 % | 0.00 % | as of May 31, 2026 ↗ |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST | 30,264 | 12.6M $ | 1.33 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 30,003 | 12.5M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST | 29,823 | 12.4M $ | 0.58 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 29,776 | 12.3M $ | 0.37 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Contrarian Core Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 29,475 | 12.3M $ | 0.72 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 29,386 | 12.2M $ | 0.43 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia U.S. Equity Income ETF Columbia ETF Trust I | 29,103 | 12.1M $ | 3.97 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight Health Care ETF Invesco Exchange-Traded Fund Trust | 29,098 | 12.1M $ | 1.57 % | 0.00 % | as of Jul 31, 2026 ↗ |
| George Putnam Balanced Fund George Putnam Balanced Fund | 29,031 | 12M $ | 0.50 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 28,740 | 11.9M $ | 0.21 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 28,449 | 11.8M $ | 0.46 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 28,366 | 10.8M $ | 0.76 % | 0.00 % | as of May 31, 2026 ↗ |
| AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 28,251 | 11.7M $ | 1.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Focused Equity Fund Putnam Funds Trust | 28,240 | 10.7M $ | 1.37 % | 0.00 % | as of May 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 28,187 | 11.7M $ | 0.58 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 27,876 | 11.6M $ | 0.59 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AUXIER FOCUS FUND FORUM FUNDS | 27,855 | 11.6M $ | 3.51 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NYLIM PineStone U.S. Equity Fund NYLIM FUNDS TRUST | 27,823 | 11.5M $ | 3.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 27,783 | 11.5M $ | 1.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,613 | 11.4M $ | 0.43 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Hedge Industry VIP ETF Goldman Sachs ETF Trust | 27,590 | 10.5M $ | 1.84 % | 0.00 % | as of May 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 27,494 | 10.5M $ | 1.49 % | 0.00 % | as of May 31, 2026 ↗ |
| JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust | 27,430 | 11.4M $ | 1.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 27,403 | 11.4M $ | 1.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 27,260 | 11.3M $ | 1.37 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 27,201 | 11.3M $ | 0.67 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Sterling Capital Special Opportunities Fund Sterling Capital Funds | 27,047 | 11.2M $ | 3.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Sustainable U.S. Equity Fund, Inc. BNY Mellon Sustainable U.S. Equity Fund, Inc. | 26,950 | 10.2M $ | 1.98 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust | 26,902 | 11.1M $ | 1.51 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Cullen High Dividend Equity Fund Cullen Funds Trust | 26,688 | 11.1M $ | 1.70 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 26,580 | 11M $ | 0.31 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 26,537 | 10.1M $ | 1.33 % | 0.00 % | as of May 29, 2026 ↗ |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 26,311 | 10M $ | 0.76 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 26,050 | 9.9M $ | 1.23 % | 0.00 % | as of May 29, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 26,001 | 10.8M $ | 1.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 26,000 | 10.8M $ | 1.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Health Care Fund Putnam Variable Trust | 25,740 | 10.7M $ | 7.21 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 25,710 | 10.7M $ | 0.86 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 25,552 | 10.6M $ | 0.58 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 25,515 | 10.6M $ | 0.26 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 25,450 | 9.7M $ | 0.49 % | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 25,446 | 9.7M $ | 0.46 % | 0.00 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Funds - Global Healthcare Fund FIL Investment Management (Luxembourg) S.A. | 4.96 % | as of Apr 30, 2025 ↗ |
| Pictet - Human Pictet Asset Management (Europe) S.A. | 3.78 % | as of Sep 30, 2025 ↗ |
| Pictet - Health Pictet Asset Management (Europe) S.A. | 3.56 % | as of Sep 30, 2025 ↗ |
| Edmond de Rothschild Fund - Healthcare Edmond de Rothschild Asset Management (Luxembourg) | 3.20 % | as of Mar 31, 2026 ↗ |
| Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. | 2.96 % | as of Apr 30, 2025 ↗ |
| Pictet - Global Thematic Opportunities Pictet Asset Management (Europe) S.A. | 2.02 % | as of Sep 30, 2025 ↗ |
| BNP Paribas Funds Health Care Innovators BNP Paribas Asset Management Luxembourg | 1.89 % | as of Dec 31, 2025 ↗ |
| Pictet - Global Multi Asset Themes Pictet Asset Management (Europe) S.A. | 1.55 % | as of Sep 30, 2025 ↗ |
| Fidelity Funds - World Fund FIL Investment Management (Luxembourg) S.A. | 1.15 % | as of Apr 30, 2025 ↗ |
| Fidelity Funds - Global Focus Fund FIL Investment Management (Luxembourg) S.A. | 0.93 % | as of Apr 30, 2025 ↗ |
| Fidelity Funds - Institutional Global Focus Fund FIL Investment Management (Luxembourg) S.A. | 0.93 % | as of Apr 30, 2025 ↗ |
| Fidelity Funds - Global Low Volatility Equity Fund FIL Investment Management (Luxembourg) S.A. | 0.67 % | as of Apr 30, 2025 ↗ |
| Pictet - USA Index Pictet Asset Management (Europe) S.A. | 0.55 % | as of Sep 30, 2025 ↗ |
| Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. | 0.38 % | as of Sep 30, 2025 ↗ |
| Amundi Dynamique Climat Amundi Asset Management | 0.20 % | as of Sep 30, 2025 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Roundhill UNH WeeklyPay ETF Roundhill ETF Trust | 28.94 % | as of Jun 30, 2026 ↗ |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 24.53 % | as of May 31, 2026 ↗ |
| iShares U.S. Healthcare Providers ETF iShares Trust | 21.91 % | as of Jun 30, 2026 ↗ |
| Direxion Daily UNH Bull 2X ETF Direxion Shares ETF Trust | 13.22 % | as of Jul 31, 2026 ↗ |
| MARSHFIELD CONCENTRATED OPPORTUNITY FUND Ultimus Managers Trust | 9.79 % | as of May 31, 2026 ↗ |
| Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust | 8.46 % | as of Jul 31, 2026 ↗ |
| Hennessy Total Return Fund Hennessy Funds Trust | 7.71 % | as of Jul 31, 2026 ↗ |
| Putnam VT Global Health Care Fund Putnam Variable Trust | 7.21 % | as of Jun 30, 2026 ↗ |
| Bretton Fund PFS FUNDS | 7.13 % | as of Jun 30, 2026 ↗ |
| Putnam Global Health Care Fund Putnam Global Health Care Fund | 6.93 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1,456 | +111 | 318,392,303 | +7.1 % |
| 2026Q2 | 1,345 | +30 | 297,375,257 | +1.3 % |
| 2026Q1 | 1,315 | -8 | 293,672,796 | +0.4 % |
| 2025Q4 | 1,323 | -121 | 292,439,877 | -2.8 % |
| 2025Q3 | 1,444 | -185 | 300,790,949 | -10.1 % |
| 2025Q2 | 1,629 | +41 | 334,732,721 | +1.5 % |
| 2025Q1 | 1,588 | -57 | 329,758,814 | -1.7 % |
| 2024Q4 | 1,645 | +9 | 335,623,948 | -0.6 % |
| 2024Q3 | 1,636 | -18 | 337,707,809 | +1.2 % |
| 2024Q2 | 1,654 | -6 | 333,655,155 | +3.7 % |
| 2024Q1 | 1,660 | -16 | 321,823,861 | -6.2 % |
| 2023Q4 | 1,676 | 343,155,839 |
Institutional managers
2,998 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 73,467,531 | 19.9B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 45,332,186 | 12.3B $ | as of Mar 31, 2026 |
| Capital World Investors | 27,783,415 | 7.5B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 22,768,695 | 6.1B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 20,873,946 | 5.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20,817,755 | 5.6B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 19,102,541 | 5B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 17,112,218 | 4.6B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 14,963,569 | 4B $ | as of Mar 31, 2026 |
| FMR LLC | 12,019,046 | 3.3B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 11,713,684 | 3.2B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 10,091,639 | 2.7B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 10,088,271 | 2.7B $ | as of Mar 31, 2026 |
| Dodge & Cox | 9,466,756 | 2.6B $ | as of Mar 31, 2026 |
| Capital International Investors | 9,001,312 | 2.4B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 8,779,907 | 2.4B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 7,837,182 | 2.1B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7,442,890 | 2B $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 6,443,863 | 2.1B $ | as of Mar 31, 2026 |
| Amundi | 6,376,198 | 1.7B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,316,462 | 1.7B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 6,119,044 | 1.7B $ | as of Mar 31, 2026 |
| Sanders Capital, LLC | 5,964,685 | 1.6B $ | as of Mar 31, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | 5,859,325 | 1.6B $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 5,721,049 | 1.5B $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 5.00 % | 45,684,412 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of UnitedHealth Group Inc
552 funds declare 3,626 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.
Cite this page
Titelia. "Fund shareholders of UnitedHealth Group Inc". https://titelia.com/en/stocks/unitedhealth-group-inc-US91324P1021