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UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 968 Institutional holders with a total value of $71,876,700,077.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 100 0 0.00% Put
2 ClariVest Asset Management LLC 12 1,000 0.00%
3 SUMMIT SECURITIES GROUP LLC 39 1,000 0.00% Put
4 BANK OF MONTREAL /CAN/ 27 2,000 0.00% Put
5 Regal Investment Advisors LLC 38 3,000 0.00%
6 Cowen Prime Services LLC 52 4,000 0.00%
7 Spectrum Management Group, LLC 60 5,000 0.00%
8 Financial Architects, Inc 78 6,000 0.00%
9 DEUTSCHE BANK AG\ 107 8,000 0.00% Call
10 Hillsdale Investment Management Inc. 100 8,000 0.00%
11 WILLIAMS JONES & ASSOCIATES LLC 100 8,000 0.00%
12 WealthTrust-Arizona, LLC 100 8,000 0.00%
13 NEW YORK LIFE TRUST CO 94 8,000 0.00%
14 NuWave Investment Management, LLC 120 10,000 0.00%
15 Invictus RG Pte. Ltd. 137 11,000 0.00%
16 FRED ALGER MANAGEMENT, LLC 139 11,000 0.00%
17 SeaBridge Investment Advisors LLC 150 12,000 0.00%
18 Partnervest Advisory Services LLC 173 14,000 0.00%
19 Oakworth Capital, Inc. 168 14,000 0.00%
20 CENTRAL BANK & TRUST CO 201 15,000 0.00%
21 TCI Wealth Advisors, Inc. 179 15,000 0.00%
22 Parallax Volatility Advisers, L.P. 200 16,000 0.00% Put
23 FIRST NATIONAL BANK SIOUX FALLS 200 16,000 0.00%
24 American Research & Management Co. 200 16,000 0.00%
25 Tower Research Capital LLC (TRC) 202 17,000 0.00%
26 Madden Advisory Services, Inc. 221 18,000 0.00%
27 Alexandria Capital, LLC 217 18,000 0.00%
28 CITY HOLDING CO 237 19,000 0.00%
29 Smithfield Trust Co 250 20,000 0.00%
30 BENJAMIN F. EDWARDS & COMPANY, INC. 250 20,000 0.00%
31 FOUNDERS BANK & TRUST 253 21,000 0.00%
32 Global X Management CO LLC 287 23,000 0.00%
33 Parasol Investment Management, LLC 280 23,000 0.00%
34 Lenox Wealth Advisors, LLC 278 23,000 0.00%
35 Winfield Associates, Inc. 300 24,000 0.00%
36 Gradient Investments LLC 294 24,000 0.00%
37 Visionary Asset Management, Inc. 305 25,000 0.00%
38 MCF Advisors LLC 300 25,000 0.00%
39 Tarbox Family Office, Inc. 318 25,000 0.00%
40 Crosspoint Capital Strategies, LLC 300 26,000 0.00%
41 NewSquare Capital LLC 321 26,000 0.00%
42 Carroll Financial Associates, Inc. 334 27,000 0.00%
43 Financial Management Professionals, Inc. 356 29,000 0.00%
44 Bank of Kentucky, Inc. 357 29,000 0.00%
45 Waverly Advisors, LLC 378 31,000 0.00%
46 KINGS POINT CAPITAL MANAGEMENT 387 32,000 0.00%
47 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 388 32,000 0.00%
48 Psagot Value Holdings Ltd. 400 33,000 0.00%
49 Vigilant Capital Management, LLC 400 33,000 0.00%
50 Gary Goldberg Planning Services Inc 400 33,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.