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

Institutional Holders (2016Q3)
Portfolio Summary: 1,281 Institutional holders with a total value of $114,939,388,749.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 1 0 0.00% Call
2 M&R CAPITAL MANAGEMENT INC 2 0 0.00%
3 Clean Yield Group 0 0 0.00%
4 Concert Wealth Management Inc. 100 0 0.00% Call
5 NEWFOUND RESEARCH LLC 8 1,000 0.00%
6 DELTA ASSET MANAGEMENT LLC/TN 12 2,000 0.00%
7 Cupps Capital Management, LLC 24 3,000 0.00%
8 SRH ADVISORS, LLC 18 3,000 0.00%
9 Bluefin Trading, LLC 11,000 3,000 0.00% Put
10 BUTENSKY & COHEN FINANCIAL SECURITY, INC 19 3,000 0.00%
11 SOLARIS ASSET MANAGEMENT LLC 32 4,000 0.00%
12 CEDAR WEALTH MANAGEMENT, LLC 49 7,000 0.00%
13 Lowe Wealth Advisors, LLC 50 7,000 0.00%
14 WealthTrust-Arizona, LLC 50 7,000 0.00%
15 EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 48 7,000 0.00%
16 Apriem Advisors 59 8,000 0.00%
17 Ranger Investment Management, L.P. 79 11,000 0.00%
18 CUTLER GROUP LLC / CA 11,000 11,000 0.00% Put
19 Cordasco Financial Network 85 12,000 0.00%
20 HERNDON CAPITAL MANAGEMENT LLC 88 12,000 0.00%
21 Riggs Asset Managment Co. Inc. 100 14,000 0.00%
22 Live Your Vision, LLC 100 14,000 0.00%
23 C-J ADVISORY, INC. 112 16,000 0.00%
24 INVICTUS RG 111 16,000 0.00%
25 OLD SECOND NATIONAL BANK OF AURORA 113 16,000 0.00%
26 EDMOND DE ROTHSCHILD (EUROPE) 120 17,000 0.00%
27 SONORA INVESTMENT MANAGEMENT, LLC 127 17,780 0.00%
28 HOWE & RUSLING INC 130 18,000 0.00%
29 PENSERRA CAPITAL MANAGEMENT LLC 130 18,000 0.00%
30 West Oak Capital, LLC 130 18,200 0.00%
31 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 144 20,000 0.00%
32 ArrowMark Colorado Holdings LLC 150 21,000 0.00%
33 WEALTHCARE ADVISORY PARTNERS LLC 147 21,000 0.00%
34 Winch Advisory Services, LLC 156 22,000 0.00%
35 LEBENTHAL ASSET MANAGEMENT, LLC 170 24,000 0.00%
36 CITY HOLDING CO 178 25,000 0.00%
37 American Research & Management Co. 175 25,000 0.00%
38 PHYSICIANS FINANCIAL SERVICES, INC. 188 26,000 0.00%
39 Klingman & Associates, LLC 185 26,000 0.00%
40 DELPHI PRIVATE ADVISORS LLC 195 27,000 0.00%
41 PINKERTON WEALTH, LLC 192 27,000 0.00%
42 KELMAN-LAZAROV, INC. 200 27,632 0.00%
43 FIRST NATIONAL BANK SIOUX FALLS 200 28,000 0.00%
44 COUNTRY TRUST BANK 200 28,000 0.00%
45 Brick & Kyle, Associates 217 30,000 0.00%
46 Alexandria Capital, LLC 230 32,000 0.00%
47 ATWOOD & PALMER INC 253 35,000 0.00%
48 Compagnie Lombard Odier SCmA 248 35,000 0.00%
49 AllSquare Wealth Management LLC 256 36,000 0.00%
50 ROPES WEALTH ADVISORS LLC 260 36,000 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.