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
- 37
- Reported value
- $95.7bn
- Buyers
- 10
- Sellers
- 30
Breadth -20 among 94 comparable managers.
Elevance Health Inc Formerly
- Holders
- 30
- Reported value
- $20.2bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only UNH (17)
Acadian Asset Management LLC, Appaloosa LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Farallon Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Polen Capital Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Walleye Capital LLC
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.