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

Institutional Holders (2015Q2)
Portfolio Summary: 1,182 Institutional holders with a total value of $102,139,286,286.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Cowen Prime Services LLC 2 0 0.00%
2 EXANE DERIVATIVES 3 366 0.00%
3 WELLS FARGO & COMPANY/MN 100 1,000 0.00% Put
4 Lenox Wealth Advisors, LLC 11 1,000 0.00%
5 SRH ADVISORS, LLC 18 2,000 0.00%
6 WealthTrust-Arizona, LLC 200 2,000 0.00% Call
7 BUTENSKY & COHEN FINANCIAL SECURITY, INC 19 2,000 0.00%
8 Catamount Wealth Management 25 3,000 0.00%
9 REZNY WEALTH MANAGEMENT, INC. 32 3,000 0.00%
10 Ruggie Capital Group 37 4,000 0.00%
11 Taylor Frigon Capital Management LLC 35 4,000 0.00%
12 HAP Trading, LLC 11,600 5,000 0.00% Put
13 Lowe Wealth Advisors, LLC 50 6,000 0.00%
14 COUNTRY TRUST BANK 52 6,000 0.00%
15 First Personal Financial Services 42 6,000 0.00%
16 Spectrum Management Group, LLC 60 7,000 0.00%
17 US FINANCIAL ADVISORS, LLC 69 8,000 0.00%
18 EDMOND DE ROTHSCHILD (SUISSE) S.A. 72 9,000 0.00%
19 Compagnie Lombard Odier SCmA 72 9,000 0.00%
20 WEALTHCARE CAPITAL MANAGEMENT LLC 70 9,000 0.00%
21 ASSET ADVISORS CORP 100 12,000 0.00%
22 Riggs Asset Managment Co. Inc. 100 12,000 0.00%
23 MCF Advisors LLC 100 12,000 0.00%
24 Apriem Advisors 100 12,000 0.00%
25 MOTCO 107 13,000 0.00%
26 FNY Managed Accounts LLC 130 15,860 0.00%
27 VALLEY NATIONAL ADVISERS INC 134 16,000 0.00%
28 Alexandria Capital, LLC 153 19,000 0.00%
29 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 161 20,000 0.00%
30 Tower Research Capital LLC (TRC) 165 20,000 0.00%
31 Brookstone Capital Management 175 21,000 0.00%
32 Madden Advisory Services, Inc. 176 21,000 0.00%
33 Parasol Investment Management, LLC 180 22,000 0.00%
34 Parallax Volatility Advisers, L.P. 183 22,000 0.00%
35 TCI Wealth Advisors, Inc. 179 22,000 0.00%
36 FIRST NATIONAL BANK SIOUX FALLS 200 24,000 0.00%
37 Financial Architects, Inc 50 24,000 0.00% Call
38 AmeriServ Wealth Advisors 200 24,000 0.00%
39 American Research & Management Co. 200 24,000 0.00%
40 WEALTHPLAN PARTNERS, LLC 202 25,000 0.00%
41 Mitsubishi UFJ Securities Holdings Co., Ltd. 240 29,000 0.00%
42 Smithfield Trust Co 250 31,000 0.00%
43 ATWOOD & PALMER INC 253 31,000 0.00%
44 Endurance Wealth Management, Inc. 272 33,000 0.00%
45 CENTRAL BANK & TRUST CO 291 36,000 0.00%
46 CITY HOLDING CO 300 37,000 0.00%
47 Winfield Associates, Inc. 300 37,000 0.00%
48 Cordasco Financial Network 340 41,000 0.00%
49 Tarbox Family Office, Inc. 344 42,000 0.00%
50 AllSquare Wealth Management LLC 356 43,000 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.