Holders over time
- LH
- ELV
| Quarter | LH | ELV |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $15.0bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $16.7bn |
| Q1 2021 | none listed holders, n.a. | 25 holders, $18.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $19.4bn |
| Q3 2021 | none listed holders, n.a. | 26 holders, $18.5bn |
| Q4 2021 | none listed holders, n.a. | 29 holders, $23.3bn |
| Q1 2022 | none listed holders, n.a. | 31 holders, $23.9bn |
| Q2 2022 | none listed holders, n.a. | 32 holders, $23.3bn |
| Q3 2022 | none listed holders, n.a. | 34 holders, $22.6bn |
| Q4 2022 | none listed holders, n.a. | 34 holders, $25.5bn |
| Q1 2023 | none listed holders, n.a. | 39 holders, $22.5bn |
| Q2 2023 | none listed holders, n.a. | 38 holders, $20.6bn |
| Q3 2023 | none listed holders, n.a. | 34 holders, $19.8bn |
| Q4 2023 | none listed holders, n.a. | 36 holders, $20.3bn |
| Q1 2024 | none listed holders, n.a. | 35 holders, $21.3bn |
| Q2 2024 | 10 holders, $1.0bn | 33 holders, $22.1bn |
| Q3 2024 | 8 holders, $715m | 30 holders, $20.2bn |
| Q4 2024 | 10 holders, $1.0bn | 32 holders, $15.9bn |
| Q1 2025 | 9 holders, $886m | 28 holders, $17.1bn |
| Q2 2025 | 12 holders, $1.5bn | 27 holders, $14.8bn |
| Q3 2025 | 9 holders, $1.8bn | 27 holders, $12.7bn |
| Q4 2025 | 9 holders, $1.5bn | 25 holders, $17.0bn |
| Q1 2026 | 12 holders, $1.3bn | 26 holders, $13.6bn |
| Q2 2026 | 8 holders, $762m | 28 holders, $17.7bn |
Labcorp Holdings Inc
- Holders
- 9
- Reported value
- $886m
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 28
- Reported value
- $17.1bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 95 comparable managers.
Who holds both, Q1 2025
Both (7)
AllianceBernstein LP, Bridgewater Associates LP, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Point72 Asset Management LP
Only LH (2)
Only ELV (21)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.