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EHC · 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.

EHCUNH
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.
  • EHC
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterEHCUNH
Q3 202010 holders, $1.3bn37 holders, $71.0bn
Q4 202011 holders, $1.6bn36 holders, $79.4bn
Q1 202113 holders, $1.2bn37 holders, $81.7bn
Q2 202116 holders, $1.2bn43 holders, $86.1bn
Q3 202118 holders, $1.3bn38 holders, $81.3bn
Q4 202113 holders, $1.2bn38 holders, $104bn
Q1 202212 holders, $1.4bn41 holders, $105bn
Q2 202212 holders, $1.2bn33 holders, $107bn
Q3 202213 holders, $914m42 holders, $102bn
Q4 202211 holders, $1.0bn43 holders, $116bn
Q1 20238 holders, $811m51 holders, $90.5bn
Q2 202314 holders, $1.4bn43 holders, $88.3bn
Q3 202316 holders, $1.3bn43 holders, $91.0bn
Q4 202311 holders, $1.3bn42 holders, $92.5bn
Q1 202414 holders, $1.7bn44 holders, $82.5bn
Q2 202410 holders, $1.5bn43 holders, $87.4bn
Q3 202414 holders, $1.8bn37 holders, $95.7bn
Q4 202417 holders, $1.8bn45 holders, $79.2bn
Q1 202511 holders, $1.8bn49 holders, $81.5bn
Q2 202516 holders, $2.1bn50 holders, $44.5bn
Q3 202521 holders, $2.6bn42 holders, $44.3bn
Q4 202517 holders, $2.4bn41 holders, $42.6bn
Q1 202617 holders, $2.0bn44 holders, $38.0bn
Q2 202613 holders, $2.0bn43 holders, $62.3bn
EHC

Encompass Health Corp

Holders
10
Reported value
$1.5bn
Buyers
5
Sellers
3

Breadth +2 among 94 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
43
Reported value
$87.4bn
Buyers
22
Sellers
25

Breadth -3 among 94 comparable managers.

Health care services and researchManaged care

Who holds both, Q2 2024

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EHC (4)

Bridgewater Associates LP, Holocene Advisors LP, MFS Investment Management, Woodline Partners LP

Only UNH (37)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 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.

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