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CNC · 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.

CNCUNH
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • CNC
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterCNCUNH
Q3 202019 holders, $10.6bn37 holders, $71.0bn
Q4 202021 holders, $10.1bn36 holders, $79.4bn
Q1 202125 holders, $9.9bn37 holders, $81.7bn
Q2 202119 holders, $12.0bn43 holders, $86.1bn
Q3 202119 holders, $9.9bn38 holders, $81.3bn
Q4 202118 holders, $13.5bn38 holders, $104bn
Q1 202219 holders, $14.0bn41 holders, $105bn
Q2 202222 holders, $13.8bn33 holders, $107bn
Q3 202225 holders, $12.8bn42 holders, $102bn
Q4 202225 holders, $12.8bn43 holders, $116bn
Q1 202330 holders, $9.8bn51 holders, $90.5bn
Q2 202331 holders, $9.8bn43 holders, $88.3bn
Q3 202332 holders, $9.1bn43 holders, $91.0bn
Q4 202324 holders, $10.1bn42 holders, $92.5bn
Q1 202419 holders, $10.8bn44 holders, $82.5bn
Q2 202422 holders, $9.2bn43 holders, $87.4bn
Q3 202423 holders, $9.3bn37 holders, $95.7bn
Q4 202432 holders, $8.4bn45 holders, $79.2bn
Q1 202528 holders, $7.8bn49 holders, $81.5bn
Q2 202526 holders, $6.7bn50 holders, $44.5bn
Q3 202520 holders, $3.1bn42 holders, $44.3bn
Q4 202530 holders, $4.5bn41 holders, $42.6bn
Q1 202622 holders, $3.8bn44 holders, $38.0bn
Q2 202627 holders, $7.6bn43 holders, $62.3bn
CNC

Centene Corp Del

Holders
24
Reported value
$10.1bn
Buyers
11
Sellers
14

Breadth -3 among 93 comparable managers.

Health care services and researchManaged care
UNH

Unitedhealth Group Inc

Holders
42
Reported value
$92.5bn
Buyers
17
Sellers
28

Breadth -11 among 93 comparable managers.

Health care services and researchManaged care

Who holds both, Q4 2023

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CNC (7)

Artisan Partners LP, Bridgewater Associates LP, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd, Woodline Partners LP

Only UNH (25)

Appaloosa LP, Baillie Gifford & Co, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Viking Global Investors LP, Walleye Capital LLC

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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