Funds holding UnitedHealth Group Inc
1529 funds declare a position · 354 ETFs and 1175 other funds · 89B $· 8.9B SEK· 108.6M € · US91324P1021
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 801 | Hennessy Total Return Fund Hennessy Funds Trust | 10,100 | 3.7M $ | 7.47 % | as of Apr 30, 2026 · Original filing |
| 802 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 10,072 | 2.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 803 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,070 | 2.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 804 | AB Select US Long/Short Portfolio AB CAP FUND, INC. | 10,059 | 2.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 805 | Union Street Partners Value Fund World Funds Trust | 10,040 | 2.7M $ | 3.33 % | as of Mar 31, 2026 · Original filing |
| 806 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 9,965 | 3.7M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 807 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 9,964 | 2.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 808 | JNL/Mellon World Index Fund JNL Series Trust | 9,682 | 2.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 809 | State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | 9,642 | 2.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 810 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 9,452 | 2.6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 811 | BlackRock Dynamic High Income Portfolio BlackRock Funds II | 9,415 | 3.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 812 | PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 9,400 | 3.5M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 813 | Hedged Equity Portfolio PACIFIC SELECT FUND | 9,308 | 2.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 814 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,307 | 2.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 815 | GMO U.S. Opportunistic Value Fund GMO TRUST | 9,280 | 2.7M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 816 | MML Blue Chip Growth Fund MML SERIES INVESTMENT FUND | 9,236 | 2.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 817 | PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 9,221 | 3.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 818 | JPMorgan Research Market Neutral Fund JPMorgan Trust I | 9,215 | 3.4M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 819 | DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 9,182 | 2.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 820 | T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 9,129 | 2.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 821 | JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 9,094 | 2.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 822 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 9,083 | 2.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 823 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,080 | 3.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 824 | Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 9,059 | 2.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 825 | Boston Trust Asset Management Fund Boston Trust Walden Funds | 9,000 | 2.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 826 | VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc | 8,979 | 2.4M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 827 | JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 8,967 | 2.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 828 | Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust | 8,908 | 2.4M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 829 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 8,896 | 2.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 830 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 8,861 | 2.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 831 | JNL S&P 500 Index Fund JNL Series Trust | 8,834 | 2.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 832 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 8,828 | 2.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 833 | FT Vest DJIA Dogs 10 Target Income ETF First Trust Exchange-Traded Fund IV | 8,762 | 3.2M $ | 4.95 % | as of Apr 30, 2026 · Original filing |
| 834 | Value Advantage Portfolio PACIFIC SELECT FUND | 8,752 | 2.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 835 | Balanced Fund American Century Mutual Funds, Inc. | 8,694 | 3.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 836 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 8,671 | 2.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 837 | BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 8,639 | 2.5M $ | 0.14 % | as of Feb 27, 2026 · Original filing |
| 838 | Pro-Blend Extended Term Series Manning & Napier Fund, Inc. | 8,568 | 3.2M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 839 | SRH U.S. Quality GARP ETF Elevation Series Trust | 8,536 | 3.2M $ | 1.64 % | as of Apr 30, 2026 · Original filing |
| 840 | Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 8,525 | 2.3M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 841 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 8,503 | 2.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 842 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 8,448 | 21.8M SEK | 0.52 % | as of Mar 31, 2026 · Original filing |
| 843 | AB US Equity ETF AB Active ETFs, Inc. | 8,437 | 2.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 844 | T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 8,427 | 3.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 845 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 8,422 | 2.5M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 846 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 8,401 | 2.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 847 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 8,395 | 3.1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 848 | AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc | 8,334 | 2.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 849 | SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 8,328 | 3.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 850 | FM Focus Equity ETF Northern Lights Fund Trust IV | 8,276 | 2.4M $ | 2.24 % | as of Feb 28, 2026 · Original filing |
| 851 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 8,251 | 2.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 852 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 8,199 | 2.4M $ | 0.33 % | as of Feb 27, 2026 · Original filing |
| 853 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 8,195 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 854 | Muirfield Fund Meeder Funds | 8,167 | 2.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 855 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 8,136 | 2.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 856 | Systematic Core Fund VALIC Co I | 8,131 | 2.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 857 | First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,121 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 858 | Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 8,048 | 2.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 859 | Camelot Event Driven Fund FRANK FUNDS | 8,000 | 2.2M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 860 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 7,960 | 2.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 861 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,814 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 862 | Horizon Defensive Core Fund Horizon Funds | 7,779 | 2.3M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 863 | Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 7,770 | 2.3M $ | 1.95 % | as of Feb 27, 2026 · Original filing |
| 864 | Dunham Large Cap Value Fund Dunham Funds | 7,763 | 2.9M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 865 | Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 7,752 | 2.9M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 866 | Victory Market Neutral Income Fund Victory Portfolios II | 7,738 | 2.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 867 | Invesco V.I. Health Care Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 7,708 | 2.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 868 | Sofi Select 500 ETF Tidal Trust I | 7,669 | 2.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 869 | JNL/T. Rowe Price Balanced Fund JNL Series Trust | 7,636 | 2.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 870 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 7,596 | 2.1M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 871 | IMS Capital Value Fund 360 Funds | 7,579 | 2.1M $ | 3.98 % | as of Mar 31, 2026 · Original filing |
| 872 | iMGP Global Select Fund LITMAN GREGORY FUNDS TRUST | 7,565 | 2M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 873 | Lysa Global Equity Focus Lysa Fonder AB | 7,545 | 19.4M SEK | 0.33 % | as of Mar 31, 2026 · Original filing |
| 874 | American Customer Satisfaction ETF Tidal Trust I | 7,469 | 2M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 875 | GMO Implementation Fund GMO TRUST | 7,466 | 2.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 876 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 7,458 | 19.2M SEK | 0.14 % | as of Mar 31, 2026 · Original filing |
| 877 | VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 7,410 | 2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 878 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 7,400 | 2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 879 | Hillman Value Fund ALPS SERIES TRUST | 7,400 | 2M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| 880 | Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 7,278 | 2M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| 881 | Hartford Multifactor US Equity ETF Lattice Strategies Trust | 7,256 | 2.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 882 | Tema Heart & Health ETF Tema ETF Trust | 7,253 | 2.1M $ | 3.85 % | as of Feb 28, 2026 · Original filing |
| 883 | Horizon Managed Risk ETF Horizon Funds | 7,237 | 2.1M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| 884 | The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III | 7,200 | 1.9M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 885 | AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc | 7,164 | 1.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 886 | Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 7,162 | 18.5M SEK | 0.27 % | as of Mar 31, 2026 · Original filing |
| 887 | JNL/JPMorgan Global Allocation Fund JNL Series Trust | 7,143 | 1.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 888 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 7,136 | 1.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 889 | SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,084 | 2.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 890 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 7,026 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 891 | iShares ESG Aware MSCI USA Value ETF iShares Trust | 7,024 | 2.1M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 892 | JNL/Franklin Templeton Income Fund JNL Series Trust | 6,997 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 893 | Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 6,991 | 1.9M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 894 | Davis Balanced Fund DAVIS SERIES INC | 6,960 | 1.9M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 895 | Liberty One Defensive Dividend Growth ETF Two Roads Shared Trust | 6,919 | 2.6M $ | 5.12 % | as of Apr 30, 2026 · Original filing |
| 896 | Large Capital Growth Fund VALIC Co I | 6,902 | 2M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 897 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 6,900 | 17.8M SEK | 0.15 % | as of Mar 31, 2026 · Original filing |
| 898 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 6,887 | 1.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 899 | GuideMark Large Cap Core Fund GPS Funds I | 6,782 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 900 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 6,743 | 2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
Institutional managers
2998 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| ALLIANCEBERNSTEIN L.P. | 6,443,863 | 2.1B $ | 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 |
| 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 |
| FRANKLIN RESOURCES INC | 5,674,123 | 1.5B $ | as of Mar 31, 2026 |