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

Institutional Holders (2017Q2)
Portfolio Summary: 1,495 Institutional holders with a total value of $157,559,794,734.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1351 FOUNDERS FINANCIAL SECURITIES LLC 1,148 213,000 0.00%
1352 COMPTON CAPITAL MANAGEMENT INC /RI 1,143 212,000 0.00%
1353 Montecito Bank & Trust 1,134 210,000 0.00%
1354 MASCOMA WEALTH MANAGEMENT LLC 1,131 210,000 0.00%
1355 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,125 209,000 0.00%
1356 SECURITY NATIONAL TRUST CO 1,124 208,000 0.00%
1357 Sequoia Financial Advisors, LLC 1,116 207,000 0.00%
1358 WESPAC Advisors, LLC 1,110 206,000 0.00%
1359 ROFFMAN MILLER ASSOCIATES INC /PA/ 1,111 206,000 0.00%
1360 1834 INVESTMENT ADVISORS CO 1,113 206,000 0.00%
1361 ETF Portfolio Partners, Inc. 1,109 206,000 0.00%
1362 FOUNDERS CAPITAL MANAGEMENT, LLC 1,108 205,000 0.00%
1363 AVEO CAPITAL PARTNERS, LLC 1,107 205,000 0.00%
1364 JACKSON, GRANT INVESTMENT ADVISERS, INC. 1,101 204,000 0.00%
1365 Kavar Capital Partners, LLC 1,100 204,000 0.00%
1366 Yorktown Management & Research Co Inc 1,100 204,000 0.00%
1367 FCM INVESTMENTS/TX 1,100 204,000 0.00%
1368 Occidental Asset Management, LLC 1,100 204,000 0.00%
1369 COOKSON PEIRCE & CO INC 1,102 204,000 0.00% SH
1370 FIDUCIARY GROUP, LLC 1,102 204,000 0.00%
1371 CRAWFORD INVESTMENT COUNSEL INC 1,099 204,000 0.00%
1372 OMNIA FAMILY WEALTH, LLC 1,099 204,000 0.00%
1373 WealthTrust Axiom LLC 1,100 203,000 0.00%
1374 THOMPSON INVESTMENT MANAGEMENT, INC. 1,090 202,000 0.00%
1375 MV CAPITAL MANAGEMENT, INC. 1,090 202,000 0.00%
1376 WealthTrust Fairport, LLC 1,082 201,000 0.00%
1377 WEST PACES ADVISORS INC. 1,061 196,731 0.00%
1378 SRB CORP 1,039 193,000 0.00%
1379 Chicago Partners Investment Group LLC 1,099 189,000 0.00%
1380 Ledyard National Bank 1,012 188,000 0.00%
1381 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 971 186,000 0.00%
1382 MONROE BANK & TRUST/MI 950 176,000 0.00%
1383 ADIRONDACK TRUST CO 915 169,000 0.00%
1384 CRIBSTONE CAPITAL MANAGEMENT, LLC 900 167,000 0.00%
1385 INTEGRATED INVESTMENT CONSULTANTS, LLC 893 166,000 0.00%
1386 Allworth Financial LP 877 163,000 0.00%
1387 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 857 160,000 0.00%
1388 ALMANACK INVESTMENT PARTNERS, LLC. 851 158,000 0.00%
1389 FOUNDERS CAPITAL MANAGEMENT 825 153,000 0.00%
1390 FIRST COMMAND FINANCIAL SERVICES, INC. 823 152,000 0.00%
1391 FIRST COMMAND BANK 823 152,000 0.00%
1392 INTELLECTUS PARTNERS, LLC 818 152,000 0.00%
1393 WEBSTER BANK, N. A. 818 152,000 0.00%
1394 REGAL WEALTH GROUP, INC. 746 138,000 0.00%
1395 Thomas J. Herzfeld Advisors, Inc. 745 138,000 0.00%
1396 JACOBI CAPITAL MANAGEMENT LLC 729 136,000 0.00%
1397 HECK CAPITAL ADVISORS, LLC 722 133,873 0.00%
1398 ACROSPIRE INVESTMENT MANAGEMENT LLC 706 131,000 0.00%
1399 KINGS POINT CAPITAL MANAGEMENT 687 127,000 0.00%
1400 ISRAEL DISCOUNT BANK OF NEW YORK 677 126,000 0.00%
Page 28 of 30

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.