Holders over time
- DVA
- UNH
| Quarter | DVA | UNH |
|---|---|---|
| Q3 2020 | 7 holders, $3.1bn | 37 holders, $71.0bn |
| Q4 2020 | 4 holders, $4.4bn | 36 holders, $79.4bn |
| Q1 2021 | 6 holders, $4.2bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $4.9bn | 43 holders, $86.1bn |
| Q3 2021 | 10 holders, $4.4bn | 38 holders, $81.3bn |
| Q4 2021 | 10 holders, $4.3bn | 38 holders, $104bn |
| Q1 2022 | 9 holders, $4.3bn | 41 holders, $105bn |
| Q2 2022 | 8 holders, $2.9bn | 33 holders, $107bn |
| Q3 2022 | 7 holders, $3.0bn | 42 holders, $102bn |
| Q4 2022 | 6 holders, $2.7bn | 43 holders, $116bn |
| Q1 2023 | 10 holders, $3.0bn | 51 holders, $90.5bn |
| Q2 2023 | 10 holders, $3.9bn | 43 holders, $88.3bn |
| Q3 2023 | 10 holders, $3.7bn | 43 holders, $91.0bn |
| Q4 2023 | 8 holders, $3.9bn | 42 holders, $92.5bn |
| Q1 2024 | 13 holders, $5.2bn | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $5.1bn | 43 holders, $87.4bn |
| Q3 2024 | 12 holders, $6.1bn | 37 holders, $95.7bn |
| Q4 2024 | 10 holders, $5.5bn | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $5.6bn | 49 holders, $81.5bn |
| Q2 2025 | 11 holders, $5.0bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $4.6bn | 42 holders, $44.3bn |
| Q4 2025 | 13 holders, $4.1bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $5.1bn | 44 holders, $38.0bn |
| Q2 2026 | 10 holders, $7.2bn | 43 holders, $62.3bn |
Davita Inc
- Holders
- 8
- Reported value
- $5.1bn
- Buyers
- 6
- Sellers
- 2
Breadth +4 among 94 comparable managers.
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $87.4bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 94 comparable managers.
Who holds both, Q2 2024
Only DVA (6)
Berkshire Hathaway Inc, Bridgewater Associates LP, Maverick Capital Ltd, PDT Partners LLC, Winton Group Ltd, Woodline Partners LP
Only UNH (41)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 16 more
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.