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
GMO Alternative Allocation Fund GMO TRUST 14,5034.3M $0.52 %0.00 %as of Feb 28, 2026 ↗
AQR Multi-Asset Fund AQR Funds 14,4533.9M $0.17 %0.00 %as of Mar 31, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 14,3933.9M $0.28 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 14,3865.3M $0.79 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 14,3695.3M $0.66 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 14,3463.9M $0.21 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 14,3005.3M $0.52 %0.00 %as of Apr 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 14,2893.9M $0.36 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 14,2463.9M $0.36 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income Fund Victory Portfolios IV 14,2275.3M $0.66 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 14,2133.8M $0.53 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 14,1853.8M $0.44 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 14,1555.2M $0.15 %0.00 %as of Apr 30, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 14,1425.2M $1.27 %0.00 %as of Apr 30, 2026 ↗
abrdn U.S. Sustainable Leaders Fund abrdn Funds 14,0425.2M $1.65 %0.00 %as of Apr 30, 2026 ↗
VANGUARD GLOBAL WELLESLEY INCOME FUND VANGUARD WORLD FUND 14,0144.1M $0.55 %0.00 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 14,0115.2M $0.63 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 13,9473.8M $0.27 %0.00 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 13,9415.2M $0.12 %0.00 %as of Apr 30, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 13,9113.8M $1.95 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 13,9103.8M $1.12 %0.00 %as of Mar 31, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 13,8854.1M $1.96 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 13,8793.8M $0.62 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Comstock Portfolio EQ Advisors Trust 13,7853.7M $1.15 %0.00 %as of Mar 31, 2026 ↗
Pro-Blend Maximum Term Series Manning & Napier Fund, Inc. 13,7115.1M $1.24 %0.00 %as of Apr 30, 2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,6883.7M $0.25 %0.00 %as of Mar 31, 2026 ↗
SpareBank 1 Global ODIN Forvaltning AS 13,67236M SEK0.50 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 13,6133.7M $0.53 %0.00 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 13,6005M $0.22 %0.00 %as of Apr 30, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 13,5675M $3.44 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 13,3703.6M $0.58 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Global Equity Income Fund BNY Mellon Investment Funds III 13,3494.9M $2.34 %0.00 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 13,3493.6M $0.22 %0.00 %as of Mar 31, 2026 ↗
Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Trust 13,3263.6M $0.28 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,2423.6M $1.45 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 13,0983.5M $0.43 %0.00 %as of Mar 31, 2026 ↗
AMG Veritas Global Real Return Fund AMG Funds I 13,0363.5M $4.07 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 13,0233.8M $2.92 %0.00 %as of Feb 27, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 12,9353.8M $1.14 %0.00 %as of Feb 28, 2026 ↗
Equity Income Fund John Hancock Funds II 12,8303.8M $0.64 %0.00 %as of Feb 28, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 12,7283.4M $1.18 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 12,7253.4M $0.39 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 12,5133.4M $0.43 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 12,5003.4M $0.09 %0.00 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 12,4163.4M $0.14 %0.00 %as of Mar 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 12,3684.6M $0.34 %0.00 %as of Apr 30, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 12,3293.6M $0.35 %0.00 %as of Feb 28, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 12,1954.5M $0.62 %0.00 %as of Apr 30, 2026 ↗
Alger Capital Appreciation Portfolio ALGER PORTFOLIOS 12,0753.3M $0.50 %0.00 %as of Mar 31, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 12,0654.5M $0.74 %0.00 %as of Apr 30, 2026 ↗
GreenFi Redwood Fund Aspiration Funds 12,0533.3M $2.40 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 11,9233.2M $2.54 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 11,9043.2M $0.32 %0.00 %as of Mar 31, 2026 ↗
Principal Value ETF Principal Exchange-Traded Funds 11,8843.2M $1.62 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 11,8073.2M $0.44 %0.00 %as of Mar 31, 2026 ↗
Cullen Enhanced Equity Income Fund Cullen Funds Trust 11,8053.2M $2.26 %0.00 %as of Mar 31, 2026 ↗
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO Voya Partners Inc 11,7993.2M $0.71 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 11,7753.5M $0.83 %0.00 %as of Feb 28, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 11,7143.2M $0.44 %0.00 %as of Mar 31, 2026 ↗
Level Four Large Cap Growth Active ETF ALPS ETF TRUST 11,6763.4M $2.98 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 11,6703.2M $0.26 %0.00 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 11,6004.3M $0.02 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 11,5863.4M $0.21 %0.00 %as of Feb 28, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 11,5703.4M $0.56 %0.00 %as of Feb 28, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 11,5654.3M $0.62 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I 11,5373.1M $1.12 %0.00 %as of Mar 31, 2026 ↗
Appreciation Portfolio BNY MELLON VARIABLE INVESTMENT FUND 11,4653.1M $2.10 %0.00 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 11,3523.1M $0.09 %0.00 %as of Mar 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 11,3513.3M $0.38 %0.00 %as of Feb 28, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 11,3353.3M $0.95 %0.00 %as of Feb 28, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 11,2793.1M $0.69 %0.00 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST 11,1913.3M $0.41 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 11,1423M $0.88 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 11,1313M $0.26 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 11,1273M $1.15 %0.00 %as of Mar 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 11,1083M $0.24 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US Multi-Factor Minimum Volatility ETF Victory Portfolios II 11,1023M $2.04 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 11,0923M $0.49 %0.00 %as of Mar 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 11,0484.1M $0.53 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 11,0384.1M $0.09 %0.00 %as of Apr 30, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 11,0053.2M $1.04 %0.00 %as of Feb 28, 2026 ↗
Scharf Global Opportunity ETF Advisors Series Trust 10,9703M $1.99 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. 10,7362.9M $0.34 %0.00 %as of Mar 31, 2026 ↗
Virtus KAR Health Sciences Fund Virtus Investment Trust 10,7062.9M $3.23 %0.00 %as of Mar 31, 2026 ↗
Penn Series Large Cap Value Fund Penn Series Funds Inc 10,6902.9M $1.82 %0.00 %as of Mar 31, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 10,5933.9M $0.66 %0.00 %as of Apr 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 10,55327.2M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 10,5003.9M $0.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10,4642.8M $0.04 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 10,4253.1M $0.28 %0.00 %as of Feb 27, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 10,4113.9M $0.06 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Health Care ProShares Trust 10,3413M $3.25 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 10,3372.8M $0.43 %0.00 %as of Mar 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 10,3272.8M $1.38 %0.00 %as of Mar 31, 2026 ↗
AB CORE OPPORTUNITIES FUND, INC. AB CORE OPPORTUNITIES FUND, INC. 10,3003M $1.68 %0.00 %as of Feb 28, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 10,2613.8M $0.35 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 10,2463M $0.52 %0.00 %as of Feb 28, 2026 ↗
Boston Trust Walden Equity Fund Boston Trust Walden Funds 10,2002.8M $1.39 %0.00 %as of Mar 31, 2026 ↗
ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust 10,1642.8M $0.62 %0.00 %as of Mar 31, 2026 ↗
Sit Large Cap Growth Fund SIT LARGE CAP GROWTH FUND INC 10,1252.7M $1.16 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of UnitedHealth Group Inc". https://titelia.com/en/stocks/unitedhealth-group-inc-US91324P1021