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

Institutional Holders (2014Q3)
Portfolio Summary: 49 Institutional holders with a total value of $287,867,068.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PROVIDENT TRUST CO 964,513 83,189,000 28.90%
2 TODD ASSET MANAGEMENT LLC 556,008 47,956,000 16.66%
3 IMPAX ASSET MANAGEMENT LLC 395,569 34,118,000 11.85%
4 JAMES INVESTMENT RESEARCH, INC. 240,282 20,724,000 7.20%
5 World Asset Management Inc 144,762 12,485,000 4.34%
6 AUXIER ASSET MANAGEMENT LLC 137,995 11,902,000 4.13%
7 FLPUTNAM INVESTMENT MANAGEMENT CO 82,187 7,089,000 2.46%
8 Constellation Wealth Advisors, LLC 81,217 7,005,000 2.43%
9 Azimuth Capital Management LLC 63,795 5,502,000 1.91%
10 BAINCO INTERNATIONAL INVESTORS 63,300 5,460,000 1.90%
11 Financial Sense Advisors, Inc. 52,171 4,500,000 1.56%
12 VESTOR CAPITAL, LLC 50,071 4,319,000 1.50%
13 NewFocus Financial Group, LLC 41,786 3,589,000 1.25%
14 WOODMONT INVESTMENT COUNSEL LLC 30,615 2,641,000 0.92%
15 BURNHAM ASSET MANAGEMENT CORP /NY/ 30,000 2,587,000 0.90%
16 Convergence Investment Partners, LLC 29,344 2,531,000 0.88%
17 Ascent Wealth Partners, LLC 27,400 2,364,000 0.82%
18 Chesley Taft & Associates LLC 26,774 2,309,000 0.80%
19 SCHMIDT P J INVESTMENT MANAGEMENT INC 25,918 2,235,000 0.78%
20 GAMBLE JONES INVESTMENT COUNSEL 21,747 2,198,000 0.76%
21 Palouse Capital Management, Inc. 23,069 1,990,000 0.69%
22 STUYVESANT CAPITAL MANAGEMENT 22,750 1,962,000 0.68%
23 Narwhal Capital Management 21,260 1,834,000 0.64%
24 Banyan Partners, LLC 18,231 1,572,000 0.55%
25 Pinnacle Holdings, LLC 16,246 1,401,218 0.49% SH
26 HIGH POINTE CAPITAL MANAGEMENT LLC 16,070 1,386,000 0.48%
27 SCHNIEDERS CAPITAL MANAGEMENT LLC 15,060 1,299,000 0.45%
28 Cetera Advisors LLC 13,160 1,135,000 0.39%
29 Regent Investment Management LLC 12,214 1,053,000 0.37%
30 ANCHOR CAPITAL ADVISORS LLC 12,160 1,049,000 0.36%
31 NORTH STAR ASSET MANAGEMENT INC 11,966 1,032,000 0.36%
32 BOYS ARNOLD & CO INC 9,946 858,000 0.30%
33 HOLLENCREST CAPITAL MANAGEMENT 9,189 792,000 0.28%
34 Geneva Advisors, LLC 8,527 735,000 0.26%
35 Cetera Advisor Networks LLC 8,277 718,000 0.25%
36 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,620 657,000 0.23%
37 CHECK CAPITAL MANAGEMENT INC/CA 5,800 500,000 0.17%
38 RONALD BLUE & CO LLC 5,735 494,000 0.17%
39 OARSMAN CAPITAL, INC. 5,356 462,000 0.16%
40 DREMAN VALUE MANAGEMENT, L L C 4,800 414,000 0.14%
41 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,300 371,000 0.13%
42 ATLANTIC INVESTMENT Co 3,950 341,000 0.12% PRN
43 SMITH HAYES Advisers, Inc 3,607 311,000 0.11%
44 First City Capital Management, Inc. 2,920 251,850 0.09%
45 SCOUT INVESTMENTS, INC. 2,800 241,000 0.08%
46 CATAWBA CAPITAL MANAGEMENT /VA 2,660 229,000 0.08%
47 QCI ASSET MANAGEMENT INC/NY 425 37,000 0.01%
48 PATHSTONE FAMILY OFFICE, LLC 375 32,000 0.01%
49 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 80 7,000 0.00%

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.