As of the latest SEC filings, UNITEDHEALTH GROUP INC (UNH) is held by 1,397 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,783,777,598.73 in market value, representing 0.39% of its portfolio.
Funds holding UNITEDHEALTH GROUP INC (UNH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UNH
- CIK:
- 0000731766
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.39% | $7,783,777,598.73 | 28,765,947 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.44% | $6,228,843,257.92 | 23,019,488 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.45% | $3,380,797,497.45 | 11,527,935 | Feb 28, 2026 | Apr 24, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 1.53% | $3,289,731,250.08 | 8,879,646 | Apr 30, 2026 | Jun 26, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.44% | $3,152,354,288.11 | 11,649,929 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.44% | $2,854,551,051.81 | 10,549,359 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 1.58% | $2,322,605,435.92 | 6,269,179 | Apr 30, 2026 | Jun 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 1.00% | $2,267,153,468.04 | 8,378,556 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.86% | $2,263,191,759.85 | 8,363,915 | Mar 31, 2026 | May 28, 2026 |
|
DIA
SPDR Dow Jones Industrial Average ETF Trust
|
ETF | State Street (SPDR) | 4.59% | $1,961,820,156.56 | 5,295,347 | Apr 30, 2026 | Jun 25, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 1.51% | $1,884,093,452.56 | 5,085,547 | Apr 30, 2026 | Jun 26, 2026 |
|
XLV
State Street(R) Health Care Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 4.62% | $1,783,705,468.08 | 6,591,912 | Mar 31, 2026 | May 28, 2026 |
|
DODGX
Dodge & Cox Stock Fund
|
MF | Independent / Boutique | 1.53% | $1,759,446,533.40 | 6,502,260 | Mar 31, 2026 | Jun 1, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 1.04% | $1,722,798,094.39 | 6,366,821 | Mar 31, 2026 | May 28, 2026 |
|
VGHAX
VANGUARD HEALTH CARE FUND
|
MF | Vanguard | 3.92% | $1,443,133,337.36 | 3,895,307 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.44% | $1,382,020,295.47 | 5,107,433 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 1.40% | $1,328,494,229.04 | 3,585,873 | Apr 30, 2026 | Jun 26, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.78% | $1,205,338,554.97 | 4,454,483 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.30% | $994,000,539.90 | 3,389,370 | Feb 28, 2026 | Apr 27, 2026 |
|
DGRO
iShares Core Dividend Growth ETF
|
ETF | BlackRock / iShares | 2.31% | $917,475,196.00 | 2,476,450 | Apr 30, 2026 | Jun 24, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.70% | $884,978,913.28 | 2,388,736 | Apr 30, 2026 | Jun 26, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.72% | $824,665,880.72 | 2,225,939 | Apr 30, 2026 | Jun 26, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 3.94% | $797,784,433.89 | 2,720,307 | Feb 28, 2026 | Apr 28, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.54% | $744,422,506.08 | 2,009,346 | Apr 30, 2026 | Jun 25, 2026 |
|
PEYAX
Putnam Large Cap Value Fund
|
MF | Independent / Boutique | 1.42% | $712,374,133.68 | 1,922,841 | Apr 30, 2026 | Jun 24, 2026 |
Advertisement (320x50)