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AGL · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AGL
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterAGLUNH
Q3 2020none listed holders, n.a.37 holders, $71.0bn
Q4 2020none listed holders, n.a.36 holders, $79.4bn
Q1 2021none listed holders, n.a.37 holders, $81.7bn
Q2 20217 holders, $2.1bn43 holders, $86.1bn
Q3 20216 holders, $1.7bn38 holders, $81.3bn
Q4 20218 holders, $2.3bn38 holders, $104bn
Q1 20227 holders, $2.5bn41 holders, $105bn
Q2 20227 holders, $2.3bn33 holders, $107bn
Q3 20227 holders, $2.8bn42 holders, $102bn
Q4 20228 holders, $2.1bn43 holders, $116bn
Q1 20239 holders, $3.3bn51 holders, $90.5bn
Q2 20239 holders, $3.1bn43 holders, $88.3bn
Q3 202310 holders, $3.4bn43 holders, $91.0bn
Q4 202310 holders, $2.4bn42 holders, $92.5bn
Q1 20246 holders, $626m44 holders, $82.5bn
Q2 20246 holders, $716m43 holders, $87.4bn
Q3 20243 holders, $400m37 holders, $95.7bn
Q4 20241 holders, $88m45 holders, $79.2bn
Q1 20253 holders, $234m49 holders, $81.5bn
Q2 20252 holders, $106m50 holders, $44.5bn
Q3 2025none listed holders, n.a.42 holders, $44.3bn
Q4 2025none listed holders, n.a.41 holders, $42.6bn
Q1 2026none listed holders, n.a.44 holders, $38.0bn
Q2 20262 holders, $97m43 holders, $62.3bn
AGL

Agilon Health Inc

Holders
10
Reported value
$2.4bn
Buyers
8
Sellers
3

Breadth +5 among 93 comparable managers.

UNH

Unitedhealth Group Inc

Holders
42
Reported value
$92.5bn
Buyers
17
Sellers
28

Breadth -11 among 93 comparable managers.

Who holds both, Q4 2023

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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