Holders over time
- HUM
- UNH
| Quarter | HUM | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $18.0bn | 37 holders, $71.0bn |
| Q4 2020 | 30 holders, $17.6bn | 36 holders, $79.4bn |
| Q1 2021 | 26 holders, $17.2bn | 37 holders, $81.7bn |
| Q2 2021 | 28 holders, $18.1bn | 43 holders, $86.1bn |
| Q3 2021 | 33 holders, $16.8bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $20.3bn | 38 holders, $104bn |
| Q1 2022 | 32 holders, $17.7bn | 41 holders, $105bn |
| Q2 2022 | 29 holders, $18.1bn | 33 holders, $107bn |
| Q3 2022 | 32 holders, $17.7bn | 42 holders, $102bn |
| Q4 2022 | 31 holders, $17.2bn | 43 holders, $116bn |
| Q1 2023 | 31 holders, $16.7bn | 51 holders, $90.5bn |
| Q2 2023 | 28 holders, $14.2bn | 43 holders, $88.3bn |
| Q3 2023 | 35 holders, $16.5bn | 43 holders, $91.0bn |
| Q4 2023 | 34 holders, $13.3bn | 42 holders, $92.5bn |
| Q1 2024 | 37 holders, $9.8bn | 44 holders, $82.5bn |
| Q2 2024 | 34 holders, $11.3bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 19 holders, $7.3bn | 45 holders, $79.2bn |
| Q1 2025 | 26 holders, $7.3bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $6.7bn | 50 holders, $44.5bn |
| Q3 2025 | 17 holders, $6.5bn | 42 holders, $44.3bn |
| Q4 2025 | 14 holders, $6.5bn | 41 holders, $42.6bn |
| Q1 2026 | 14 holders, $3.8bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.6bn | 43 holders, $62.3bn |
Humana Inc
- Holders
- 26
- Reported value
- $7.3bn
- Buyers
- 20
- Sellers
- 7
Breadth +13 among 95 comparable managers.
Unitedhealth Group Inc
- Holders
- 49
- Reported value
- $81.5bn
- Buyers
- 26
- Sellers
- 25
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP
Only HUM (7)
Artisan Partners LP, ExodusPoint Capital Management LP, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only UNH (30)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Discovery Capital Management LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.