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ELV · 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.

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.
  • ELV
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterELVUNH
Q3 202030 holders, $15.0bn37 holders, $71.0bn
Q4 202029 holders, $16.7bn36 holders, $79.4bn
Q1 202125 holders, $18.6bn37 holders, $81.7bn
Q2 202130 holders, $19.4bn43 holders, $86.1bn
Q3 202126 holders, $18.5bn38 holders, $81.3bn
Q4 202129 holders, $23.3bn38 holders, $104bn
Q1 202231 holders, $23.9bn41 holders, $105bn
Q2 202232 holders, $23.3bn33 holders, $107bn
Q3 202234 holders, $22.6bn42 holders, $102bn
Q4 202234 holders, $25.5bn43 holders, $116bn
Q1 202339 holders, $22.5bn51 holders, $90.5bn
Q2 202338 holders, $20.6bn43 holders, $88.3bn
Q3 202334 holders, $19.8bn43 holders, $91.0bn
Q4 202336 holders, $20.3bn42 holders, $92.5bn
Q1 202435 holders, $21.3bn44 holders, $82.5bn
Q2 202433 holders, $22.1bn43 holders, $87.4bn
Q3 202430 holders, $20.2bn37 holders, $95.7bn
Q4 202432 holders, $15.9bn45 holders, $79.2bn
Q1 202528 holders, $17.1bn49 holders, $81.5bn
Q2 202527 holders, $14.8bn50 holders, $44.5bn
Q3 202527 holders, $12.7bn42 holders, $44.3bn
Q4 202525 holders, $17.0bn41 holders, $42.6bn
Q1 202626 holders, $13.6bn44 holders, $38.0bn
Q2 202628 holders, $17.7bn43 holders, $62.3bn
ELV

Elevance Health Inc Formerly

Holders
30
Reported value
$20.2bn
Buyers
16
Sellers
16

Breadth 0 among 94 comparable managers.

UNH

Unitedhealth Group Inc

Holders
37
Reported value
$95.7bn
Buyers
10
Sellers
30

Breadth -20 among 94 comparable managers.

Who holds both, Q3 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.

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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