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

Institutional Holders (2014Q1)
Portfolio Summary: 54 Institutional holders with a total value of $293,078,590.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PROVIDENT TRUST CO 664,458 54,479,000 18.59%
2 TODD ASSET MANAGEMENT LLC 591,579 48,503,000 16.55%
3 IMPAX ASSET MANAGEMENT LLC 403,793 33,107,000 11.30%
4 Camber Capital Management LP 300,000 24,597,000 8.39%
5 JAMES INVESTMENT RESEARCH, INC. 277,678 22,766,000 7.77%
6 World Asset Management Inc 142,592 11,691,000 3.99%
7 AUXIER ASSET MANAGEMENT LLC 139,445 11,433,000 3.90%
8 Constellation Wealth Advisors, LLC 87,157 7,146,000 2.44%
9 FLPUTNAM INVESTMENT MANAGEMENT CO 83,734 6,865,000 2.34%
10 BAINCO INTERNATIONAL INVESTORS 70,830 5,807,000 1.98%
11 Financial Sense Advisors, Inc. 59,544 4,882,000 1.67%
12 Azimuth Capital Management LLC 59,290 4,861,000 1.66%
13 J.P. Morgan Private Wealth Advisors LLC 57,960 4,752,000 1.62%
14 VESTOR CAPITAL, LLC 50,519 4,142,000 1.41%
15 NewFocus Financial Group, LLC 48,236 3,955,000 1.35%
16 Moon Capital Management, LLC 38,996 3,197,276 1.09%
17 Convergence Investment Partners, LLC 36,525 2,995,000 1.02%
18 HIGH POINTE CAPITAL MANAGEMENT LLC 35,840 2,939,000 1.00%
19 WOODMONT INVESTMENT COUNSEL LLC 33,602 2,755,000 0.94%
20 BURNHAM ASSET MANAGEMENT CORP /NY/ 30,000 2,460,000 0.84%
21 Chesley Taft & Associates LLC 27,866 2,285,000 0.78%
22 GRANDFIELD & DODD, LLC 25,866 2,121,000 0.72%
23 SCHMIDT P J INVESTMENT MANAGEMENT INC 25,278 2,073,000 0.71%
24 STUYVESANT CAPITAL MANAGEMENT 24,750 2,029,000 0.69%
25 GAMBLE JONES INVESTMENT COUNSEL 23,117 1,895,000 0.65%
26 Palouse Capital Management, Inc. 22,049 1,808,000 0.62%
27 Narwhal Capital Management 20,860 1,710,000 0.58%
28 Banyan Partners, LLC 20,504 1,681,000 0.57%
29 Pinnacle Holdings, LLC 13,631 1,117,606 0.38%
30 Regent Investment Management LLC 12,414 1,018,000 0.35%
31 ANCHOR CAPITAL ADVISORS LLC 12,226 1,002,000 0.34%
32 Cetera Advisors LLC 12,255 1,000,000 0.34%
33 NORTH STAR ASSET MANAGEMENT INC 11,966 981,000 0.33%
34 Tufton Capital Management 11,432 937,000 0.32%
35 SCHNIEDERS CAPITAL MANAGEMENT LLC 11,250 922,000 0.31%
36 BOYS ARNOLD & CO INC 10,736 880,000 0.30%
37 HOLLENCREST CAPITAL MANAGEMENT 9,148 750,000 0.26%
38 CG Asset Management LLC 7,800 640,000 0.22%
39 DREMAN VALUE MANAGEMENT, L L C 7,768 637,000 0.22%
40 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,120 584,000 0.20%
41 CHECK CAPITAL MANAGEMENT INC/CA 6,400 525,000 0.18%
42 Cetera Advisor Networks LLC 5,278 432,000 0.15%
43 OARSMAN CAPITAL, INC. 4,570 375,000 0.13%
44 RONALD BLUE & CO LLC 4,452 365,000 0.12%
45 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,250 348,000 0.12%
46 ATLANTIC INVESTMENT Co 4,200 344,000 0.12%
47 SMITH HAYES Advisers, Inc 3,560 292,000 0.10%
48 SouthState Bank Corp 3,257 267,000 0.09%
49 Curi Capital, LLC 3,220 264,000 0.09%
50 SCOUT INVESTMENTS, INC. 2,800 230,000 0.08%
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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.