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

Institutional Holders (2015Q3)
Portfolio Summary: 65 Institutional holders with a total value of $395,712,937.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NorthCoast Asset Management LLC 683,681 79,314,000 20.04%
2 TODD ASSET MANAGEMENT LLC 579,866 67,270,000 17.00%
3 JAMES INVESTMENT RESEARCH, INC. 384,018 44,549,000 11.26%
4 IMPAX ASSET MANAGEMENT LLC 245,447 28,474,000 7.20%
5 Fiera Capital Corp 207,522 24,075,000 6.08%
6 AUXIER ASSET MANAGEMENT LLC 126,725 14,701,000 3.72%
7 World Asset Management Inc 106,898 12,401,000 3.13%
8 Azimuth Capital Management LLC 101,146 11,734,000 2.97%
9 VESTOR CAPITAL, LLC 85,277 9,893,000 2.50%
10 SVB WEALTH LLC 69,571 8,071,000 2.04%
11 FLPUTNAM INVESTMENT MANAGEMENT CO 66,397 7,703,000 1.95%
12 BAINCO INTERNATIONAL INVESTORS 66,177 7,677,000 1.94%
13 PREMIER ASSET MANAGEMENT LLC 64,150 7,442,000 1.88%
14 Palouse Capital Management, Inc. 48,602 5,638,000 1.42%
15 Matterhorn Capital Management, LLC 47,237 5,480,000 1.38%
16 L & S Advisors Inc 45,233 5,248,000 1.33%
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 34,925 4,052,000 1.02%
18 Colonial Trust Advisors 34,139 3,960,000 1.00%
19 Ascent Wealth Partners, LLC 30,632 3,553,000 0.90%
20 BURNHAM ASSET MANAGEMENT CORP /NY/ 30,000 3,480,000 0.88%
21 SCHNIEDERS CAPITAL MANAGEMENT LLC 24,426 2,834,000 0.72%
22 GRANDFIELD & DODD, LLC 22,098 2,564,000 0.65%
23 D L CARLSON INVESTMENT GROUP INC 21,295 2,470,000 0.62%
24 Narwhal Capital Management 20,437 2,371,000 0.60%
25 GAMBLE JONES INVESTMENT COUNSEL 19,488 2,261,000 0.57%
26 HIGH POINTE CAPITAL MANAGEMENT LLC 17,090 1,983,000 0.50%
27 NewFocus Financial Group, LLC 24,747 1,947,000 0.49%
28 WBI INVESTMENTS, LLC 15,717 1,823,000 0.46%
29 Pinnacle Holdings, LLC 15,705 1,821,937 0.46% SH
30 GARCIA HAMILTON & ASSOCIATES LP/DE 15,142 1,757,000 0.44%
31 CALDWELL & ORKIN INC 13,500 1,566,000 0.40%
32 AVIANCE CAPITAL MANAGEMENT, LLC 12,457 1,445,000 0.37%
33 Regent Investment Management LLC 12,214 1,417,000 0.36%
34 NORTH STAR ASSET MANAGEMENT INC 11,563 1,341,000 0.34%
35 BOYS ARNOLD & CO INC 9,148 1,061,000 0.27%
36 Geneva Advisors, LLC 8,980 1,042,000 0.26%
37 RONALD BLUE & CO LLC 8,778 1,019,000 0.26%
38 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,187 834,000 0.21%
39 Crestwood Advisors Group, LLC 6,923 803,000 0.20%
40 OARSMAN CAPITAL, INC. 6,807 790,000 0.20%
41 DREMAN VALUE MANAGEMENT, L L C 4,800 557,000 0.14%
42 REYNOLDS CAPITAL MANAGEMENT LLC 4,600 534,000 0.13%
43 Avalon Investment & Advisory 4,582 532,000 0.13%
44 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 4,410 512,000 0.13%
45 PACER ADVISORS, INC. 4,107 476,000 0.12%
46 ATLANTIC INVESTMENT Co 3,950 458,000 0.12%
47 CHECK CAPITAL MANAGEMENT INC/CA 3,900 452,000 0.11%
48 Ballentine Partners, LLC 3,767 437,000 0.11%
49 CG Asset Management LLC 3,580 415,000 0.10%
50 Liberty Capital Management, Inc. 3,470 403,000 0.10%
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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.