Dark
Light
System
Security
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 57 Institutional holders with a total value of $264,165,605.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TODD ASSET MANAGEMENT LLC 384,049 61,464,000 23.27%
2 Avalon Investment & Advisory 159,118 25,465,000 9.64%
3 AUXIER ASSET MANAGEMENT LLC 118,200 18,917,000 7.16%
4 World Asset Management Inc 91,631 14,665,000 5.55%
5 Azimuth Capital Management LLC 89,255 14,284,000 5.41%
6 FLPUTNAM INVESTMENT MANAGEMENT CO 80,382 12,864,000 4.87%
7 BAINCO INTERNATIONAL INVESTORS 76,576 12,255,000 4.64%
8 SVB WEALTH LLC 59,084 9,456,000 3.58%
9 PREMIER ASSET MANAGEMENT LLC 58,070 9,293,000 3.52%
10 JAMES INVESTMENT RESEARCH, INC. 47,912 7,668,000 2.90%
11 WBI INVESTMENTS, LLC 35,812 5,731,000 2.17%
12 SCHMIDT P J INVESTMENT MANAGEMENT INC 34,206 5,474,000 2.07%
13 Colonial Trust Advisors 33,573 5,373,000 2.03%
14 Ascent Wealth Partners, LLC 30,586 4,895,000 1.85%
15 GARCIA HAMILTON & ASSOCIATES LP/DE 27,367 4,380,000 1.66%
16 Palouse Capital Management, Inc. 26,639 4,263,000 1.61%
17 Ativo Capital Management LLC 23,234 3,718,000 1.41%
18 NorthCoast Asset Management LLC 20,117 3,220,000 1.22%
19 Narwhal Capital Management 18,942 3,031,000 1.15%
20 CALDWELL & ORKIN INC 18,800 3,009,000 1.14%
21 GRANDFIELD & DODD, LLC 18,091 2,895,000 1.10%
22 Curi Capital, LLC 16,613 2,659,000 1.01%
23 D L CARLSON INVESTMENT GROUP INC 14,432 2,310,000 0.87%
24 GAMBLE JONES INVESTMENT COUNSEL 14,403 2,305,000 0.87%
25 Pinnacle Holdings, LLC 14,119 2,259,605 0.86%
26 Regent Investment Management LLC 11,564 1,851,000 0.70%
27 NORTH STAR ASSET MANAGEMENT INC 11,206 1,793,000 0.68%
28 AVIANCE CAPITAL MANAGEMENT, LLC 11,088 1,775,000 0.67%
29 SHELTON CAPITAL MANAGEMENT 9,036 1,446,000 0.55%
30 BERKSHIRE ASSET MANAGEMENT LLC/PA 7,805 1,249,000 0.47%
31 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,952 1,113,000 0.42%
32 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 6,400 1,024,000 0.39%
33 Legacy Capital Partners, Inc. 6,395 1,024,000 0.39%
34 Ballentine Partners, LLC 6,173 984,000 0.37%
35 HIGH POINTE CAPITAL MANAGEMENT LLC 5,760 922,000 0.35%
36 OARSMAN CAPITAL, INC. 5,448 872,000 0.33%
37 RONALD BLUE & CO LLC 4,074 652,000 0.25%
38 MATRIX ASSET ADVISORS INC/NY 4,043 647,000 0.24%
39 QUADRANT CAPITAL GROUP LLC 4,064 641,000 0.24%
40 CATAWBA CAPITAL MANAGEMENT /VA 3,965 635,000 0.24%
41 L & S Advisors Inc 3,423 548,000 0.21%
42 CG Asset Management LLC 3,415 547,000 0.21%
43 BLUESTEIN R H & CO LLC 3,367 539,000 0.20%
44 PACER ADVISORS, INC. 3,168 507,000 0.19%
45 CYPRESS ASSET MANAGEMENT INC/TX 3,050 488,000 0.18%
46 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 480,000 0.18%
47 MCRAE CAPITAL MANAGEMENT INC 2,625 420,000 0.16%
48 CrestPoint Capital Management, LLC 2,300 368,000 0.14%
49 Waldron Private Wealth LLC 2,278 364,000 0.14%
50 SONATA CAPITAL GROUP INC 1,950 312,000 0.12%
Page 1 of 2

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.