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 ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 32,16911.9M $0.66 %0.00 %as of Apr 30, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 32,12411.9M $0.43 %0.00 %as of Apr 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 31,8628.6M $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 31,6259.3M $0.66 %0.00 %as of Feb 28, 2026 ↗
George Putnam Balanced Fund George Putnam Balanced Fund 31,16111.5M $0.49 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 31,09011.5M $0.63 %0.00 %as of Apr 30, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30,8758.4M $0.91 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 30,5839M $0.42 %0.00 %as of Feb 28, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 30,5828.3M $1.14 %0.00 %as of Mar 31, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 30,4388.2M $1.29 %0.00 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 30,0748.1M $0.10 %0.00 %as of Mar 31, 2026 ↗
NYLI PineStone U.S. Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 30,02311.1M $2.63 %0.00 %as of Apr 30, 2026 ↗
Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 29,9958.1M $0.62 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 29,9898.8M $0.42 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 29,97811.1M $0.67 %0.00 %as of Apr 30, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 29,6848M $0.89 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 29,64011M $1.02 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 29,48810.9M $0.53 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 29,4438M $0.59 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 29,3638.6M $0.38 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 29,1827.9M $0.44 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 29,14710.8M $0.69 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 29,0937.9M $0.30 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 29,0427.9M $0.80 %0.00 %as of Mar 31, 2026 ↗
Virtus Income & Growth Fund Virtus Investment Trust 28,9007.8M $0.17 %0.00 %as of Mar 31, 2026 ↗
LVIP AllianceBernstein Large Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,7897.8M $0.53 %0.00 %as of Mar 31, 2026 ↗
Sterling Capital Special Opportunities Fund Sterling Capital Funds 28,7567.8M $2.49 %0.00 %as of Mar 31, 2026 ↗
JNL/Invesco Diversified Dividend Fund JNL Series Trust 28,6727.8M $0.98 %0.00 %as of Mar 31, 2026 ↗
CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II 28,6557.8M $0.39 %0.00 %as of Mar 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 28,5178.4M $1.14 %0.00 %as of Feb 28, 2026 ↗
Victory Growth Fund Victory Portfolios III 28,46310.5M $0.43 %0.00 %as of Apr 30, 2026 ↗
AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS 28,2518.3M $0.81 %0.00 %as of Feb 28, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 28,0257.6M $1.72 %0.00 %as of Mar 31, 2026 ↗
First Trust Health Care AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 27,97210.4M $1.19 %0.00 %as of Apr 30, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 27,8557.5M $2.37 %0.00 %as of Mar 31, 2026 ↗
AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust 27,8507.5M $0.86 %0.00 %as of Mar 31, 2026 ↗
SA Janus Focused Growth Portfolio SUNAMERICA SERIES TRUST 27,79610.3M $2.06 %0.00 %as of Apr 30, 2026 ↗
Victory Aggressive Growth Fund Victory Portfolios III 27,68210.3M $0.39 %0.00 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 27,6277.5M $1.32 %0.00 %as of Mar 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 27,5717.5M $1.12 %0.00 %as of Mar 31, 2026 ↗
Cullen High Dividend Equity Fund Cullen Funds Trust 27,5557.5M $1.15 %0.00 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 27,5007.4M $0.17 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27,3708M $0.41 %0.00 %as of Feb 28, 2026 ↗
Columbia U.S. Equity Income ETF Columbia ETF Trust I 27,25210.1M $3.65 %0.00 %as of Apr 30, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 27,2528M $0.62 %0.00 %as of Feb 28, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 27,2167.4M $0.44 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 27,17310.1M $0.54 %0.00 %as of Apr 30, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 27,1638M $0.64 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 27,0777.3M $1.27 %0.00 %as of Mar 31, 2026 ↗
Putnam Focused Equity Fund Putnam Funds Trust 27,0007.9M $1.11 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 26,8007.3M $0.75 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 26,6169.9M $1.44 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 26,6067.2M $0.80 %0.00 %as of Mar 31, 2026 ↗
Fundamental All Cap Core Fund John Hancock Funds II 26,4107.7M $1.48 %0.00 %as of Feb 28, 2026 ↗
Health Sciences Trust John Hancock Variable Insurance Trust 26,3097.1M $3.13 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 26,0507.6M $1.01 %0.00 %as of Feb 27, 2026 ↗
Putnam VT Global Health Care Fund Putnam Variable Trust 25,7407M $4.93 %0.00 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Large Cap Fundamental Value Fund HOTCHKIS & WILEY FUNDS/DE/ 25,6006.9M $1.95 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 25,5729.5M $0.29 %0.00 %as of Apr 30, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 25,4576.9M $1.55 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 25,2659.4M $1.22 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 25,21565M SEK0.31 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 24,9519.2M $0.64 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 24,7946.7M $0.44 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 24,7317.3M $0.45 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 24,6957.2M $0.48 %0.00 %as of Feb 28, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 24,5316.6M $0.43 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 24,4869.1M $0.45 %0.00 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust 24,4676.6M $0.70 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 24,4619.1M $0.33 %0.00 %as of Apr 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 24,2476.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 24,0687.1M $0.34 %0.00 %as of Feb 28, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 23,8266.4M $1.03 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 23,80061.3M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 23,7356.4M $0.22 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 23,6816.4M $0.17 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 23,6546.4M $0.21 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 23,6156.4M $0.91 %0.00 %as of Mar 31, 2026 ↗
Victory Value Fund Victory Portfolios III 23,5818.7M $0.61 %0.00 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,5678.7M $0.16 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 23,5078.7M $0.42 %0.00 %as of Apr 30, 2026 ↗
Davis Opportunity Fund DAVIS SERIES INC 23,4756.4M $1.08 %0.00 %as of Mar 31, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 23,4656.9M $0.96 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Sustainable U.S. Equity Fund, Inc. BNY Mellon Sustainable U.S. Equity Fund, Inc. 23,2516.8M $1.38 %0.00 %as of Feb 28, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 23,2126.3M $0.61 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 23,1476.8M $0.19 %0.00 %as of Feb 28, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 23,0608.5M $1.08 %0.00 %as of Apr 30, 2026 ↗
Olstein All Cap Value Fund Managed Portfolio Series 23,0006.2M $1.39 %0.00 %as of Mar 31, 2026 ↗
MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS 22,7746.2M $0.34 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,6736.6M $0.34 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 22,33157.6M SEK0.38 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 22,2116M $0.38 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 22,2018.2M $1.17 %0.00 %as of Apr 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 22,1876M $0.44 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 22,1026M $0.34 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 22,0426M $0.41 %0.00 %as of Mar 31, 2026 ↗
T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II 21,9045.9M $0.30 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 21,8085.9M $0.65 %0.00 %as of Mar 31, 2026 ↗
Fidelity Fundamental Large Cap Core ETF Fidelity Covington Trust 21,7408.1M $0.71 %0.00 %as of Apr 30, 2026 ↗
Bretton Fund PFS FUNDS 21,7005.9M $5.24 %0.00 %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