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

Institutional Holders (2015Q2)
Portfolio Summary: 67 Institutional holders with a total value of $439,731,588.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NorthCoast Asset Management LLC 722,240 88,113,000 20.04%
2 TODD ASSET MANAGEMENT LLC 577,489 70,454,000 16.02%
3 IMPAX ASSET MANAGEMENT LLC 395,573 48,260,000 10.97%
4 JAMES INVESTMENT RESEARCH, INC. 373,243 45,535,000 10.36%
5 AUXIER ASSET MANAGEMENT LLC 130,975 15,979,000 3.63%
6 Azimuth Capital Management LLC 116,157 14,171,000 3.22%
7 World Asset Management Inc 106,090 12,943,000 2.94%
8 Matterhorn Capital Management, LLC 83,408 10,176,000 2.31%
9 VESTOR CAPITAL, LLC 83,372 10,171,000 2.31%
10 FLPUTNAM INVESTMENT MANAGEMENT CO 67,805 8,272,000 1.88%
11 BAINCO INTERNATIONAL INVESTORS 66,709 8,138,000 1.85%
12 Constellation Wealth Advisors, LLC 65,785 8,026,000 1.83%
13 WBI INVESTMENTS, LLC 61,924 7,555,000 1.72%
14 SVB WEALTH LLC 60,223 7,347,000 1.67%
15 L & S Advisors Inc 59,129 7,214,000 1.64%
16 Convergence Investment Partners, LLC 40,028 4,883,000 1.11%
17 NewFocus Financial Group, LLC 39,808 4,857,000 1.10%
18 Palouse Capital Management, Inc. 38,281 4,670,000 1.06%
19 CHURCHILL MANAGEMENT Corp 33,909 4,137,000 0.94%
20 Colonial Trust Advisors 33,104 4,039,000 0.92%
21 SCHMIDT P J INVESTMENT MANAGEMENT INC 32,717 3,991,000 0.91%
22 BURNHAM ASSET MANAGEMENT CORP /NY/ 30,000 3,660,000 0.83%
23 Ascent Wealth Partners, LLC 29,856 3,642,000 0.83%
24 Chesley Taft & Associates LLC 28,416 3,467,000 0.79%
25 SCHNIEDERS CAPITAL MANAGEMENT LLC 24,181 2,950,000 0.67%
26 GRANDFIELD & DODD, LLC 22,098 2,696,000 0.61%
27 GAMBLE JONES INVESTMENT COUNSEL 21,847 2,665,000 0.61%
28 D L CARLSON INVESTMENT GROUP INC 21,755 2,654,000 0.60%
29 Narwhal Capital Management 20,547 2,507,000 0.57%
30 CALDWELL & ORKIN INC 18,000 2,196,000 0.50%
31 HIGH POINTE CAPITAL MANAGEMENT LLC 16,800 2,050,000 0.47%
32 Pinnacle Holdings, LLC 15,554 1,897,588 0.43%
33 Regent Investment Management LLC 12,214 1,490,000 0.34%
34 ANCHOR CAPITAL ADVISORS LLC 12,139 1,481,000 0.34%
35 Crestwood Advisors Group, LLC 11,725 1,430,000 0.33%
36 NORTH STAR ASSET MANAGEMENT INC 11,563 1,411,000 0.32%
37 BOYS ARNOLD & CO INC 9,621 1,174,000 0.27%
38 RONALD BLUE & CO LLC 9,604 1,172,000 0.27%
39 Geneva Advisors, LLC 8,842 1,079,000 0.25%
40 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,200 878,000 0.20%
41 OARSMAN CAPITAL, INC. 6,747 823,000 0.19%
42 CHECK CAPITAL MANAGEMENT INC/CA 5,400 659,000 0.15%
43 REYNOLDS CAPITAL MANAGEMENT LLC 5,300 647,000 0.15%
44 DREMAN VALUE MANAGEMENT, L L C 4,800 586,000 0.13%
45 Avalon Investment & Advisory 4,582 559,000 0.13%
46 Liberty Capital Management, Inc. 4,435 541,000 0.12%
47 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,410 538,000 0.12%
48 AVIANCE CAPITAL MANAGEMENT, LLC 4,134 504,000 0.11%
49 PACER ADVISORS, INC. 4,107 501,000 0.11%
50 ATLANTIC INVESTMENT Co 3,825 467,000 0.11%
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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.