Holders over time
- UNH
- ELV
| Quarter | UNH | ELV |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $15.0bn |
| Q4 2020 | 36 holders, $79.4bn | 29 holders, $16.7bn |
| Q1 2021 | 37 holders, $81.7bn | 25 holders, $18.6bn |
| Q2 2021 | 43 holders, $86.1bn | 30 holders, $19.4bn |
| Q3 2021 | 38 holders, $81.3bn | 26 holders, $18.5bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $23.3bn |
| Q1 2022 | 41 holders, $105bn | 31 holders, $23.9bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $23.3bn |
| Q3 2022 | 42 holders, $102bn | 34 holders, $22.6bn |
| Q4 2022 | 43 holders, $116bn | 34 holders, $25.5bn |
| Q1 2023 | 51 holders, $90.5bn | 39 holders, $22.5bn |
| Q2 2023 | 43 holders, $88.3bn | 38 holders, $20.6bn |
| Q3 2023 | 43 holders, $91.0bn | 34 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 36 holders, $20.3bn |
| Q1 2024 | 44 holders, $82.5bn | 35 holders, $21.3bn |
| Q2 2024 | 43 holders, $87.4bn | 33 holders, $22.1bn |
| Q3 2024 | 37 holders, $95.7bn | 30 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 32 holders, $15.9bn |
| Q1 2025 | 49 holders, $81.5bn | 28 holders, $17.1bn |
| Q2 2025 | 50 holders, $44.5bn | 27 holders, $14.8bn |
| Q3 2025 | 42 holders, $44.3bn | 27 holders, $12.7bn |
| Q4 2025 | 41 holders, $42.6bn | 25 holders, $17.0bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.6bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $17.7bn |
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $82.5bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 93 comparable managers.
Elevance Health Inc Formerly
- Holders
- 35
- Reported value
- $21.3bn
- Buyers
- 16
- Sellers
- 20
Breadth -4 among 93 comparable managers.
Who holds both, Q1 2024
Both (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only UNH (16)
Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP
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.