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

Institutional Holders (2016Q3)
Portfolio Summary: 54 Institutional holders with a total value of $248,112,320.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TODD ASSET MANAGEMENT LLC 413,819 57,935,000 23.35%
2 Avalon Investment & Advisory 125,979 17,637,000 7.11%
3 AUXIER ASSET MANAGEMENT LLC 118,515 16,592,000 6.69%
4 Azimuth Capital Management LLC 103,529 14,494,000 5.84%
5 World Asset Management Inc 99,467 13,925,000 5.61%
6 SVB WEALTH LLC 98,193 13,747,000 5.54%
7 FLPUTNAM INVESTMENT MANAGEMENT CO 82,776 11,589,000 4.67%
8 BAINCO INTERNATIONAL INVESTORS 81,316 11,384,000 4.59%
9 PREMIER ASSET MANAGEMENT LLC 59,970 8,395,000 3.38%
10 WBI INVESTMENTS, LLC 56,449 7,903,000 3.19%
11 ABNER HERRMAN & BROCK LLC 38,943 5,452,000 2.20%
12 SCHMIDT P J INVESTMENT MANAGEMENT INC 35,691 4,997,000 2.01%
13 Colonial Trust Advisors 34,281 4,799,000 1.93%
14 Ascent Wealth Partners, LLC 31,165 4,363,000 1.76%
15 GARCIA HAMILTON & ASSOCIATES LP/DE 29,387 4,114,000 1.66%
16 Palouse Capital Management, Inc. 28,971 4,056,000 1.63%
17 JAMES INVESTMENT RESEARCH, INC. 28,010 3,922,000 1.58%
18 L & S Advisors Inc 24,208 3,389,000 1.37%
19 Ativo Capital Management LLC 24,188 3,386,000 1.36%
20 D L CARLSON INVESTMENT GROUP INC 23,557 3,298,000 1.33%
21 AVIANCE CAPITAL MANAGEMENT, LLC 23,281 3,259,000 1.31%
22 GRANDFIELD & DODD, LLC 22,091 3,093,000 1.25%
23 Narwhal Capital Management 19,092 2,673,000 1.08%
24 Curi Capital, LLC 17,754 2,485,000 1.00%
25 GAMBLE JONES INVESTMENT COUNSEL 16,551 2,317,000 0.93%
26 Pinnacle Holdings, LLC 15,088 2,112,320 0.85%
27 Regent Investment Management LLC 11,614 1,626,000 0.66%
28 NORTH STAR ASSET MANAGEMENT INC 11,206 1,569,000 0.63%
29 SHELTON CAPITAL MANAGEMENT 9,036 1,446,000 0.58%
30 BERKSHIRE ASSET MANAGEMENT LLC/PA 8,221 1,151,000 0.46%
31 OARSMAN CAPITAL, INC. 7,393 1,035,000 0.42%
32 Legacy Capital Partners, Inc. 6,320 885,000 0.36%
33 Ballentine Partners, LLC 6,074 850,000 0.34%
34 HIGH POINTE CAPITAL MANAGEMENT LLC 5,860 820,000 0.33%
35 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 5,252 735,000 0.30%
36 MATRIX ASSET ADVISORS INC/NY 4,098 574,000 0.23%
37 RONALD BLUE & CO LLC 3,953 553,000 0.22%
38 QUADRANT CAPITAL GROUP LLC 4,008 552,000 0.22%
39 CATAWBA CAPITAL MANAGEMENT /VA 3,765 527,000 0.21%
40 DREMAN VALUE MANAGEMENT, L L C 3,755 526,000 0.21%
41 BLUESTEIN R H & CO LLC 3,367 471,000 0.19%
42 PACER ADVISORS, INC. 3,107 435,000 0.18%
43 CYPRESS ASSET MANAGEMENT INC/TX 3,050 427,000 0.17%
44 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 420,000 0.17%
45 CG Asset Management LLC 3,000 420,000 0.17%
46 MCRAE CAPITAL MANAGEMENT INC 2,625 367,000 0.15%
47 CrestPoint Capital Management, LLC 2,300 322,000 0.13%
48 SONATA CAPITAL GROUP INC 1,950 273,000 0.11%
49 Barry Investment Advisors, LLC 1,643 230,000 0.09%
50 Waldron Private Wealth LLC 1,474 206,000 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.