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
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 21,6728M $0.51 %0.00 %as of Apr 30, 2026 ↗
Edgar Lomax Value Fund Advisors Series Trust 21,6508M $4.99 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 21,6445.9M $0.43 %0.00 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 21,6005.8M $0.72 %0.00 %as of Mar 31, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 21,5365.8M $0.68 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 21,5205.8M $0.21 %0.00 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,2725.8M $0.33 %0.00 %as of Mar 31, 2026 ↗
Carillon Eagle Growth & Income Fund Carillon Series Trust 21,2205.7M $1.21 %0.00 %as of Mar 31, 2026 ↗
Mondrian Global Equity Value Fund GALLERY TRUST 21,1797.8M $2.06 %0.00 %as of Apr 30, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 21,1137.8M $4.63 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 20,7825.6M $0.68 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 20,6667.7M $0.49 %0.00 %as of Apr 30, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 20,6006M $0.57 %0.00 %as of Feb 28, 2026 ↗
Growth Fund HOMESTEAD FUNDS INC 20,5255.6M $1.44 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 20,4997.6M $0.75 %0.00 %as of Apr 30, 2026 ↗
Equity Income Account Principal Variable Contract Funds, Inc 20,4925.5M $0.78 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 20,26252.2M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 20,0925.4M $0.70 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 19,8687.4M $0.54 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 19,7305.3M $0.54 %0.00 %as of Mar 31, 2026 ↗
Skandia USA Skandia Fonder AB 19,62350.6M SEK1.12 %0.00 %as of Mar 31, 2026 ↗
Davis Select Worldwide ETF Davis Fundamental ETF Trust 19,3347.2M $1.26 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 19,2285.2M $0.61 %0.00 %as of Mar 31, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 19,0955.2M $0.68 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 19,0565.6M $0.77 %0.00 %as of Feb 27, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 18,90748.7M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 18,8595.1M $0.76 %0.00 %as of Mar 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 18,8155.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 18,8007M $1.09 %0.00 %as of Apr 30, 2026 ↗
Polen Dividend Income ETF Elevation Series Trust 18,7775.1M $2.19 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 18,5695M $0.39 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 18,4105M $0.17 %0.00 %as of Mar 31, 2026 ↗
AB Large Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 18,3905M $0.54 %0.00 %as of Mar 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 18,3806.8M $0.35 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 18,3785M $0.81 %0.00 %as of Mar 31, 2026 ↗
EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust 18,2965M $3.11 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Healthcare Bull 3X Shares Direxion Shares ETF Trust 18,0626.7M $4.84 %0.00 %as of Apr 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,9594.9M $0.52 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 17,6804.8M $0.43 %0.00 %as of Mar 31, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 17,6786.5M $4.22 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 17,6675.2M $0.66 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 17,6584.8M $0.34 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 17,6286.5M $0.53 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 17,4154.7M $0.40 %0.00 %as of Mar 31, 2026 ↗
Hennessy Cornerstone Value Fund Hennessy Funds Trust 17,4006.4M $1.95 %0.00 %as of Apr 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 17,3834.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 17,3556.4M $0.45 %0.00 %as of Apr 30, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 17,3344.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 17,26044.5M SEK0.49 %0.00 %as of Mar 31, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 17,2006.4M $1.28 %0.00 %as of Apr 30, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 17,1256.3M $0.42 %0.00 %as of Apr 30, 2026 ↗
CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND 17,1206.3M $1.21 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 16,8356.2M $0.25 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,8054.5M $0.28 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 16,7664.9M $0.61 %0.00 %as of Feb 28, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 16,5644.5M $0.23 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 16,5286.1M $0.38 %0.00 %as of Apr 30, 2026 ↗
Mango Growth ETF ADVISORS' INNER CIRCLE FUND II 16,5256.1M $2.42 %0.00 %as of Apr 30, 2026 ↗
Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. 16,4906.1M $1.31 %0.00 %as of Apr 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 16,4434.4M $0.43 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 16,3574.4M $0.55 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 16,3474.4M $0.55 %0.00 %as of Mar 31, 2026 ↗
NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 16,2416M $1.34 %0.00 %as of Apr 30, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 16,1904.4M $0.83 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Global Real Return Fund BNY Mellon Advantage Funds, Inc. 16,1406M $0.70 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 16,1304.7M $0.23 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 16,1204.7M $0.39 %0.00 %as of Feb 28, 2026 ↗
WesMark Large Company Fund WesMark Funds 16,1004.4M $1.41 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 16,0144.3M $0.36 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 15,9705.9M $0.43 %0.00 %as of Apr 30, 2026 ↗
HARTFORD HEALTHCARE HLS FUND HARTFORD SERIES FUND INC 15,8804.3M $4.11 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 15,8584.7M $0.30 %0.00 %as of Feb 28, 2026 ↗
Brandes U.S. Value ETF 2023 ETF Series Trust 15,8464.3M $1.56 %0.00 %as of Mar 31, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 15,7804.3M $0.31 %0.00 %as of Mar 31, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 15,6965.8M $0.35 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 15,6725.8M $0.20 %0.00 %as of Apr 30, 2026 ↗
Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 15,6134.2M $0.96 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 15,5634.6M $0.70 %0.00 %as of Feb 28, 2026 ↗
Pathfinder Focused Opportunities ETF RBB Fund Trust 15,5424.6M $4.57 %0.00 %as of Feb 28, 2026 ↗
Essential 40 Stock ETF NORTHERN LIGHTS FUND TRUST II 15,5074.5M $2.03 %0.00 %as of Feb 28, 2026 ↗
ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust 15,2654.1M $1.56 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 15,2094.5M $0.45 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 15,1984.1M $0.08 %0.00 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 15,1344.1M $0.20 %0.00 %as of Mar 31, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 15,1224.1M $0.33 %0.00 %as of Mar 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 15,0715.6M $0.54 %0.00 %as of Apr 30, 2026 ↗
Capital Appreciation Value Trust John Hancock Variable Insurance Trust 15,0194.1M $0.88 %0.00 %as of Mar 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 14,9944.1M $0.12 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 14,9385.5M $0.10 %0.00 %as of Apr 30, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 14,8564M $0.78 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 14,8034.3M $0.18 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Sustainable U.S. Equity Portfolio, Inc. BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. 14,7994M $1.34 %0.00 %as of Mar 31, 2026 ↗
ALGER GROWTH & INCOME FUND ALGER FUNDS 14,7895.5M $0.61 %0.00 %as of Apr 30, 2026 ↗
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 14,7815.5M $1.21 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 14,7034M $1.35 %0.00 %as of Mar 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 14,6495.4M $0.77 %0.00 %as of Apr 30, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 14,6185.4M $0.36 %0.00 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust 14,6015.4M $2.35 %0.00 %as of Apr 30, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 14,5595.4M $0.64 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 14,5235.4M $1.33 %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