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
Hennessy Total Return Fund Hennessy Funds Trust 10,1003.7M $7.47 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 10,0722.7M $0.44 %0.00 %as of Mar 31, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,0702.7M $0.14 %0.00 %as of Mar 31, 2026 ↗
AB Select US Long/Short Portfolio AB CAP FUND, INC. 10,0592.7M $0.19 %0.00 %as of Mar 31, 2026 ↗
Union Street Partners Value Fund World Funds Trust 10,0402.7M $3.33 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 9,9653.7M $0.76 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 9,9642.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 9,6822.6M $0.31 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 9,6422.6M $0.48 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 9,4522.6M $0.58 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 9,4153.5M $0.22 %0.00 %as of Apr 30, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 9,4003.5M $0.44 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 9,3082.5M $0.55 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,3072.5M $0.29 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 9,2802.7M $0.85 %0.00 %as of Feb 28, 2026 ↗
MML Blue Chip Growth Fund MML SERIES INVESTMENT FUND 9,2362.5M $0.61 %0.00 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 9,2213.4M $0.06 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 9,2153.4M $1.03 %0.00 %as of Apr 30, 2026 ↗
DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust 9,1822.5M $0.89 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 9,1292.5M $0.67 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 9,0942.5M $0.18 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 9,0832.5M $0.15 %0.00 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,0803.4M $0.22 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 9,0592.5M $0.30 %0.00 %as of Mar 31, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 9,0002.4M $0.49 %0.00 %as of Mar 31, 2026 ↗
VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc 8,9792.4M $1.15 %0.00 %as of Mar 31, 2026 ↗
JNL/AQR Large Cap Defensive Style Fund JNL Series Trust 8,9672.4M $0.60 %0.00 %as of Mar 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust 8,9082.4M $1.30 %0.00 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 8,8962.6M $0.12 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 8,8612.4M $0.89 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 8,8342.4M $0.43 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 8,8282.4M $0.40 %0.00 %as of Mar 31, 2026 ↗
FT Vest DJIA Dogs 10 Target Income ETF First Trust Exchange-Traded Fund IV 8,7623.2M $4.95 %0.00 %as of Apr 30, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 8,7522.4M $0.52 %0.00 %as of Mar 31, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 8,6943.2M $0.36 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 8,6712.3M $0.31 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 8,6392.5M $0.14 %0.00 %as of Feb 27, 2026 ↗
Pro-Blend Extended Term Series Manning & Napier Fund, Inc. 8,5683.2M $0.82 %0.00 %as of Apr 30, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 8,5363.2M $1.64 %0.00 %as of Apr 30, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 8,5252.3M $1.03 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 8,5032.3M $0.34 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8,44821.8M SEK0.52 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 8,4372.5M $0.38 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 8,4273.1M $0.36 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 8,4222.5M $0.48 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 8,4012.5M $0.36 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 8,3953.1M $0.51 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc 8,3342.3M $1.82 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 8,3283.1M $0.53 %0.00 %as of Apr 30, 2026 ↗
FM Focus Equity ETF Northern Lights Fund Trust IV 8,2762.4M $2.24 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 8,2512.4M $0.15 %0.00 %as of Feb 28, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 8,1992.4M $0.33 %0.00 %as of Feb 27, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 8,1952.2M $0.16 %0.00 %as of Mar 31, 2026 ↗
Muirfield Fund Meeder Funds 8,1672.2M $0.20 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 8,1362.2M $0.43 %0.00 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 8,1312.4M $0.35 %0.00 %as of Feb 28, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,1213M $0.23 %0.00 %as of Apr 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 8,0482.2M $0.55 %0.00 %as of Mar 31, 2026 ↗
Camelot Event Driven Fund FRANK FUNDS 8,0002.2M $1.90 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 7,9602.2M $0.15 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,8142.1M $0.09 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 7,7792.3M $0.48 %0.00 %as of Feb 28, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 7,7702.3M $1.95 %0.00 %as of Feb 27, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 7,7632.9M $1.36 %0.00 %as of Apr 30, 2026 ↗
Harbor Dividend Growth Leaders ETF Harbor ETF Trust 7,7522.9M $1.27 %0.00 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 7,7382.1M $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 7,7082.1M $1.41 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 7,6692.2M $0.39 %0.00 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 7,6362.1M $0.36 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 7,5962.1M $0.92 %0.00 %as of Mar 31, 2026 ↗
IMS Capital Value Fund 360 Funds 7,5792.1M $3.98 %0.00 %as of Mar 31, 2026 ↗
iMGP Global Select Fund LITMAN GREGORY FUNDS TRUST 7,5652M $2.69 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 7,54519.4M SEK0.33 %0.00 %as of Mar 31, 2026 ↗
American Customer Satisfaction ETF Tidal Trust I 7,4692M $2.02 %0.00 %as of Mar 31, 2026 ↗
GMO Implementation Fund GMO TRUST 7,4662.2M $0.10 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 7,45819.2M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 7,4102M $0.53 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 7,4002M $0.20 %0.00 %as of Mar 31, 2026 ↗
Hillman Value Fund ALPS SERIES TRUST 7,4002M $2.41 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 7,2782M $2.40 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 7,2562.7M $0.46 %0.00 %as of Apr 30, 2026 ↗
Tema Heart & Health ETF Tema ETF Trust 7,2532.1M $3.85 %0.00 %as of Feb 28, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 7,2372.1M $0.61 %0.00 %as of Feb 28, 2026 ↗
The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III 7,2001.9M $1.72 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 7,1641.9M $1.06 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 7,16218.5M SEK0.27 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 7,1431.9M $0.24 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 7,1361.9M $0.27 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,0842.1M $0.24 %0.00 %as of Feb 28, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 7,0261.9M $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 7,0242.1M $0.74 %0.00 %as of Feb 28, 2026 ↗
JNL/Franklin Templeton Income Fund JNL Series Trust 6,9971.9M $0.13 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 6,9911.9M $1.11 %0.00 %as of Mar 31, 2026 ↗
Davis Balanced Fund DAVIS SERIES INC 6,9601.9M $0.65 %0.00 %as of Mar 31, 2026 ↗
Liberty One Defensive Dividend Growth ETF Two Roads Shared Trust 6,9192.6M $5.12 %0.00 %as of Apr 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 6,9022M $0.26 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 6,90017.8M SEK0.15 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 6,8871.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 6,7821.8M $0.25 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 6,7432M $0.22 %0.00 %as of Feb 28, 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