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HUM · 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.

HUMUNH
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.
  • HUM
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterHUMUNH
Q3 202030 holders, $18.0bn37 holders, $71.0bn
Q4 202030 holders, $17.6bn36 holders, $79.4bn
Q1 202126 holders, $17.2bn37 holders, $81.7bn
Q2 202128 holders, $18.1bn43 holders, $86.1bn
Q3 202133 holders, $16.8bn38 holders, $81.3bn
Q4 202129 holders, $20.3bn38 holders, $104bn
Q1 202232 holders, $17.7bn41 holders, $105bn
Q2 202229 holders, $18.1bn33 holders, $107bn
Q3 202232 holders, $17.7bn42 holders, $102bn
Q4 202231 holders, $17.2bn43 holders, $116bn
Q1 202331 holders, $16.7bn51 holders, $90.5bn
Q2 202328 holders, $14.2bn43 holders, $88.3bn
Q3 202335 holders, $16.5bn43 holders, $91.0bn
Q4 202334 holders, $13.3bn42 holders, $92.5bn
Q1 202437 holders, $9.8bn44 holders, $82.5bn
Q2 202434 holders, $11.3bn43 holders, $87.4bn
Q3 202428 holders, $8.4bn37 holders, $95.7bn
Q4 202419 holders, $7.3bn45 holders, $79.2bn
Q1 202526 holders, $7.3bn49 holders, $81.5bn
Q2 202524 holders, $6.7bn50 holders, $44.5bn
Q3 202517 holders, $6.5bn42 holders, $44.3bn
Q4 202514 holders, $6.5bn41 holders, $42.6bn
Q1 202614 holders, $3.8bn44 holders, $38.0bn
Q2 202625 holders, $10.6bn43 holders, $62.3bn
HUM

Humana Inc

Holders
34
Reported value
$13.3bn
Buyers
18
Sellers
20

Breadth -2 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HUM (10)

Bridgewater Associates LP, Citadel Advisors LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Starboard Value LP, Voloridge Investment Management LLC, Winton Group Ltd

Only UNH (18)

Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Polen Capital Management LLC, Ruane Cunniff & Goldfarb 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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