UNITEDHEALTH GROUP INC

CUSIP: 91324p102 Class: cs

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Sustainable Growth Advisers, LP1,422,511$469,585
BAHL & GAYNOR INC664,861$219,477
ACADEMY CAPITAL MANAGEMENT INC/TX86,017$28,395
AUXIER ASSET MANAGEMENT LLC64,028$21,136
S&CO INC40,687$13
NORTH STAR ASSET MANAGEMENT INC26,250$8,665
Azimuth Capital Investment Management LLC25,970$8,573
SVB WEALTH LLC13,572$4,480
Sandhill Capital Partners LLC12,826$4,234
CHICKASAW CAPITAL MANAGEMENT LLC9,842$3
Pinnacle Holdings, LLC9,294$3,068
BERKSHIRE ASSET MANAGEMENT LLC/PA7,498$2,475
Legato Capital Management LLC6,566$2,168
GLOBALT Investments LLC / GA5,200$1,717
SlateStone Wealth, LLC5,125$2
RiverPark Advisors, LLC5,036$1,662
US Asset Management LLC3,484$1,150
RIVERPARK CAPITAL MANAGEMENT LLC3,206$1,058
EVERETT HARRIS & CO /CA/2,953$975
DF DENT & CO INC2,677$884
Douglass Winthrop Advisors, LLC1,922$634
FRANKLIN STREET ADVISORS INC /NC1,711$565
Corundum Trust Company, INC1,499$495
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC1,040$0
CHECK CAPITAL MANAGEMENT INC/CA719$237
Corundum Group, Inc.637$210
COZAD ASSET MANAGEMENT INC619$204
Knott David M Jr57$19
Total (28 institutions)2,425,807$782,087