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SGRY · 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.

SGRYUNH
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.
  • SGRY
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterSGRYUNH
Q3 20201 holders, $3.2m37 holders, $71.0bn
Q4 2020none listed holders, n.a.36 holders, $79.4bn
Q1 20211 holders, $271k37 holders, $81.7bn
Q2 20212 holders, $484m43 holders, $86.1bn
Q3 20213 holders, $14m38 holders, $81.3bn
Q4 20215 holders, $668m38 holders, $104bn
Q1 20225 holders, $778m41 holders, $105bn
Q2 20224 holders, $470m33 holders, $107bn
Q3 20223 holders, $67m42 holders, $102bn
Q4 20225 holders, $928m43 holders, $116bn
Q1 20236 holders, $1.2bn51 holders, $90.5bn
Q2 20236 holders, $1.5bn43 holders, $88.3bn
Q3 20236 holders, $958m43 holders, $91.0bn
Q4 20236 holders, $1.0bn42 holders, $92.5bn
Q1 20248 holders, $1.1bn44 holders, $82.5bn
Q2 20248 holders, $469m43 holders, $87.4bn
Q3 20248 holders, $1.1bn37 holders, $95.7bn
Q4 20247 holders, $428m45 holders, $79.2bn
Q1 20257 holders, $504m49 holders, $81.5bn
Q2 20256 holders, $380m50 holders, $44.5bn
Q3 20257 holders, $375m42 holders, $44.3bn
Q4 20255 holders, $316m41 holders, $42.6bn
Q1 20265 holders, $230m44 holders, $38.0bn
Q2 20264 holders, $311m43 holders, $62.3bn
SGRY

Surgery Partners Inc

Holders
8
Reported value
$1.1bn
Buyers
4
Sellers
5

Breadth -1 among 94 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
37
Reported value
$95.7bn
Buyers
10
Sellers
30

Breadth -20 among 94 comparable managers.

Health care services and researchManaged care

Who holds both, Q3 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SGRY (2)

Holocene Advisors LP, Point72 Asset Management LP

Only UNH (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 6 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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