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CNC · 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.

CNCUNH
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.
  • CNC
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterCNCUNH
Q3 202019 holders, $10.6bn37 holders, $71.0bn
Q4 202021 holders, $10.1bn36 holders, $79.4bn
Q1 202125 holders, $9.9bn37 holders, $81.7bn
Q2 202119 holders, $12.0bn43 holders, $86.1bn
Q3 202119 holders, $9.9bn38 holders, $81.3bn
Q4 202118 holders, $13.5bn38 holders, $104bn
Q1 202219 holders, $14.0bn41 holders, $105bn
Q2 202222 holders, $13.8bn33 holders, $107bn
Q3 202225 holders, $12.8bn42 holders, $102bn
Q4 202225 holders, $12.8bn43 holders, $116bn
Q1 202330 holders, $9.8bn51 holders, $90.5bn
Q2 202331 holders, $9.8bn43 holders, $88.3bn
Q3 202332 holders, $9.1bn43 holders, $91.0bn
Q4 202324 holders, $10.1bn42 holders, $92.5bn
Q1 202419 holders, $10.8bn44 holders, $82.5bn
Q2 202422 holders, $9.2bn43 holders, $87.4bn
Q3 202423 holders, $9.3bn37 holders, $95.7bn
Q4 202432 holders, $8.4bn45 holders, $79.2bn
Q1 202528 holders, $7.8bn49 holders, $81.5bn
Q2 202526 holders, $6.7bn50 holders, $44.5bn
Q3 202520 holders, $3.1bn42 holders, $44.3bn
Q4 202530 holders, $4.5bn41 holders, $42.6bn
Q1 202622 holders, $3.8bn44 holders, $38.0bn
Q2 202627 holders, $7.6bn43 holders, $62.3bn
CNC

Centene Corp Del

Holders
28
Reported value
$7.8bn
Buyers
20
Sellers
10

Breadth +10 among 95 comparable managers.

Health care services and researchManaged care
UNH

Unitedhealth Group Inc

Holders
49
Reported value
$81.5bn
Buyers
26
Sellers
25

Breadth +1 among 95 comparable managers.

Health care services and researchManaged care

Who holds both, Q1 2025

Among the 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CNC (9)

Artisan Partners LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Greenlight Capital, Harris Associates LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC

Only UNH (30)

AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 5 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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