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SGRY · ELV 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.

SGRYELV
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
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterSGRYELV
Q3 20201 holders, $3.2m30 holders, $15.0bn
Q4 2020none listed holders, n.a.29 holders, $16.7bn
Q1 20211 holders, $271k25 holders, $18.6bn
Q2 20212 holders, $484m30 holders, $19.4bn
Q3 20213 holders, $14m26 holders, $18.5bn
Q4 20215 holders, $668m29 holders, $23.3bn
Q1 20225 holders, $778m31 holders, $23.9bn
Q2 20224 holders, $470m32 holders, $23.3bn
Q3 20223 holders, $67m34 holders, $22.6bn
Q4 20225 holders, $928m34 holders, $25.5bn
Q1 20236 holders, $1.2bn39 holders, $22.5bn
Q2 20236 holders, $1.5bn38 holders, $20.6bn
Q3 20236 holders, $958m34 holders, $19.8bn
Q4 20236 holders, $1.0bn36 holders, $20.3bn
Q1 20248 holders, $1.1bn35 holders, $21.3bn
Q2 20248 holders, $469m33 holders, $22.1bn
Q3 20248 holders, $1.1bn30 holders, $20.2bn
Q4 20247 holders, $428m32 holders, $15.9bn
Q1 20257 holders, $504m28 holders, $17.1bn
Q2 20256 holders, $380m27 holders, $14.8bn
Q3 20257 holders, $375m27 holders, $12.7bn
Q4 20255 holders, $316m25 holders, $17.0bn
Q1 20265 holders, $230m26 holders, $13.6bn
Q2 20264 holders, $311m28 holders, $17.7bn
SGRY

Surgery Partners Inc

Holders
7
Reported value
$428m
Buyers
4
Sellers
1

Breadth +3 among 94 comparable managers.

Health care services and research
ELV

Elevance Health Inc Formerly

Holders
32
Reported value
$15.9bn
Buyers
20
Sellers
12

Breadth +8 among 94 comparable managers.

Health care services and researchManaged care

Who holds both, Q4 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SGRY (3)

Freestone Grove Partners LP, Hudson Bay Capital Management LP, Point72 Asset Management LP

Only ELV (28)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, and 3 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.

Back to the 13F Explorer →