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UNH · ELV 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.
  • UNH
  • ELV
0204060202120222023202420252026
Holders and value by quarter
QuarterUNHELV
Q3 202037 holders, $71.0bn30 holders, $15.0bn
Q4 202036 holders, $79.4bn29 holders, $16.7bn
Q1 202137 holders, $81.7bn25 holders, $18.6bn
Q2 202143 holders, $86.1bn30 holders, $19.4bn
Q3 202138 holders, $81.3bn26 holders, $18.5bn
Q4 202138 holders, $104bn29 holders, $23.3bn
Q1 202241 holders, $105bn31 holders, $23.9bn
Q2 202233 holders, $107bn32 holders, $23.3bn
Q3 202242 holders, $102bn34 holders, $22.6bn
Q4 202243 holders, $116bn34 holders, $25.5bn
Q1 202351 holders, $90.5bn39 holders, $22.5bn
Q2 202343 holders, $88.3bn38 holders, $20.6bn
Q3 202343 holders, $91.0bn34 holders, $19.8bn
Q4 202342 holders, $92.5bn36 holders, $20.3bn
Q1 202444 holders, $82.5bn35 holders, $21.3bn
Q2 202443 holders, $87.4bn33 holders, $22.1bn
Q3 202437 holders, $95.7bn30 holders, $20.2bn
Q4 202445 holders, $79.2bn32 holders, $15.9bn
Q1 202549 holders, $81.5bn28 holders, $17.1bn
Q2 202550 holders, $44.5bn27 holders, $14.8bn
Q3 202542 holders, $44.3bn27 holders, $12.7bn
Q4 202541 holders, $42.6bn25 holders, $17.0bn
Q1 202644 holders, $38.0bn26 holders, $13.6bn
Q2 202643 holders, $62.3bn28 holders, $17.7bn
UNH

Unitedhealth Group Inc

Holders
42
Reported value
$92.5bn
Buyers
17
Sellers
28

Breadth -11 among 93 comparable managers.

ELV

Elevance Health Inc Formerly

Holders
36
Reported value
$20.3bn
Buyers
10
Sellers
27

Breadth -17 among 93 comparable managers.

Who holds both, Q4 2023

Among the 54 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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