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

Institutional Holders (2016Q1)
Portfolio Summary: 54 Institutional holders with a total value of $303,656,931.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TODD ASSET MANAGEMENT LLC 547,842 70,617,000 23.26%
2 JAMES INVESTMENT RESEARCH, INC. 515,831 66,491,000 21.90%
3 Avalon Investment & Advisory 165,865 21,380,000 7.04%
4 AUXIER ASSET MANAGEMENT LLC 119,075 15,349,000 5.05%
5 Azimuth Capital Management LLC 103,291 13,314,000 4.38%
6 SVB WEALTH LLC 101,454 13,078,000 4.31%
7 World Asset Management Inc 96,584 12,450,000 4.10%
8 FLPUTNAM INVESTMENT MANAGEMENT CO 85,335 11,000,000 3.62%
9 BAINCO INTERNATIONAL INVESTORS 71,177 9,175,000 3.02%
10 PREMIER ASSET MANAGEMENT LLC 62,670 8,078,000 2.66%
11 SCHMIDT P J INVESTMENT MANAGEMENT INC 36,729 4,734,000 1.56%
12 Colonial Trust Advisors 33,539 4,323,000 1.42%
13 Palouse Capital Management, Inc. 31,477 4,057,000 1.34%
14 Ascent Wealth Partners, LLC 31,453 4,055,000 1.34%
15 GARCIA HAMILTON & ASSOCIATES LP/DE 31,179 4,019,000 1.32%
16 WBI INVESTMENTS, LLC 30,151 3,887,000 1.28%
17 GRANDFIELD & DODD, LLC 22,091 2,848,000 0.94%
18 D L CARLSON INVESTMENT GROUP INC 21,518 2,774,000 0.91%
19 Narwhal Capital Management 20,267 2,612,000 0.86%
20 SCHNIEDERS CAPITAL MANAGEMENT LLC 19,090 2,461,000 0.81%
21 CG Asset Management LLC 18,355 2,366,000 0.78%
22 GAMBLE JONES INVESTMENT COUNSEL 17,695 2,281,000 0.75%
23 AVIANCE CAPITAL MANAGEMENT, LLC 17,461 2,250,000 0.74%
24 Pinnacle Holdings, LLC 15,399 1,984,931 0.65%
25 BURNHAM ASSET MANAGEMENT CORP /NY/ 15,000 1,945,000 0.64%
26 Regent Investment Management LLC 11,714 1,510,000 0.50%
27 NORTH STAR ASSET MANAGEMENT INC 11,273 1,453,000 0.48%
28 NewFocus Financial Group, LLC 14,493 1,192,000 0.39%
29 SHELTON CAPITAL MANAGEMENT 8,756 1,129,000 0.37%
30 Crestwood Advisors Group, LLC 7,523 970,000 0.32%
31 OARSMAN CAPITAL, INC. 7,387 952,000 0.31%
32 BERKSHIRE ASSET MANAGEMENT LLC/PA 6,363 820,000 0.27%
33 BOYS ARNOLD & CO INC 6,236 804,000 0.26%
34 Legacy Capital Partners, Inc. 5,280 681,000 0.22%
35 Ballentine Partners, LLC 5,262 678,000 0.22%
36 DREMAN VALUE MANAGEMENT, L L C 4,800 619,000 0.20%
37 RONALD BLUE & CO LLC 4,104 529,000 0.17%
38 QUADRANT CAPITAL GROUP LLC 3,795 481,000 0.16%
39 Accuvest Global Advisors 3,445 444,000 0.15%
40 CATAWBA CAPITAL MANAGEMENT /VA 3,175 409,000 0.13%
41 PACER ADVISORS, INC. 3,107 400,000 0.13%
42 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 387,000 0.13%
43 CYPRESS ASSET MANAGEMENT INC/TX 2,900 374,000 0.12%
44 Liberty Capital Management, Inc. 2,898 374,000 0.12%
45 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,852 367,000 0.12%
46 CrestPoint Capital Management, LLC 2,500 322,000 0.11%
47 MCRAE CAPITAL MANAGEMENT INC 2,375 306,000 0.10%
48 KINGS POINT CAPITAL MANAGEMENT 2,331 300,000 0.10%
49 SONATA CAPITAL GROUP INC 1,950 251,000 0.08%
50 Barry Investment Advisors, LLC 1,642 212,000 0.07%
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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.