Holders over time
- LH
- UNH
| Quarter | LH | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | none listed holders, n.a. | 37 holders, $81.7bn |
| Q2 2021 | none listed holders, n.a. | 43 holders, $86.1bn |
| Q3 2021 | none listed holders, n.a. | 38 holders, $81.3bn |
| Q4 2021 | none listed holders, n.a. | 38 holders, $104bn |
| Q1 2022 | none listed holders, n.a. | 41 holders, $105bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $107bn |
| Q3 2022 | none listed holders, n.a. | 42 holders, $102bn |
| Q4 2022 | none listed holders, n.a. | 43 holders, $116bn |
| Q1 2023 | none listed holders, n.a. | 51 holders, $90.5bn |
| Q2 2023 | none listed holders, n.a. | 43 holders, $88.3bn |
| Q3 2023 | none listed holders, n.a. | 43 holders, $91.0bn |
| Q4 2023 | none listed holders, n.a. | 42 holders, $92.5bn |
| Q1 2024 | none listed holders, n.a. | 44 holders, $82.5bn |
| Q2 2024 | 10 holders, $1.0bn | 43 holders, $87.4bn |
| Q3 2024 | 8 holders, $715m | 37 holders, $95.7bn |
| Q4 2024 | 10 holders, $1.0bn | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $886m | 49 holders, $81.5bn |
| Q2 2025 | 12 holders, $1.5bn | 50 holders, $44.5bn |
| Q3 2025 | 9 holders, $1.8bn | 42 holders, $44.3bn |
| Q4 2025 | 9 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.3bn | 44 holders, $38.0bn |
| Q2 2026 | 8 holders, $762m | 43 holders, $62.3bn |
Labcorp Holdings Inc
- Holders
- 10
- Reported value
- $1.0bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 94 comparable managers.
Unitedhealth Group Inc
- Holders
- 45
- Reported value
- $79.2bn
- Buyers
- 27
- Sellers
- 19
Breadth +8 among 94 comparable managers.
Who holds both, Q4 2024
Both (7)
AllianceBernstein LP, AQR Capital Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd, Millennium Management LLC, Woodline Partners LP
Only UNH (38)
Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 13 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.