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CHE · 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.

CHEUNH
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.
  • CHE
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterCHEUNH
Q3 202016 holders, $1.0bn37 holders, $71.0bn
Q4 202014 holders, $1.1bn36 holders, $79.4bn
Q1 202113 holders, $898m37 holders, $81.7bn
Q2 202113 holders, $920m43 holders, $86.1bn
Q3 202113 holders, $1.0bn38 holders, $81.3bn
Q4 202113 holders, $1.1bn38 holders, $104bn
Q1 202212 holders, $906m41 holders, $105bn
Q2 202212 holders, $798m33 holders, $107bn
Q3 202212 holders, $664m42 holders, $102bn
Q4 202213 holders, $834m43 holders, $116bn
Q1 202313 holders, $855m51 holders, $90.5bn
Q2 202313 holders, $961m43 holders, $88.3bn
Q3 202316 holders, $982m43 holders, $91.0bn
Q4 202313 holders, $1.1bn42 holders, $92.5bn
Q1 202412 holders, $1.1bn44 holders, $82.5bn
Q2 202414 holders, $912m43 holders, $87.4bn
Q3 202413 holders, $693m37 holders, $95.7bn
Q4 202411 holders, $588m45 holders, $79.2bn
Q1 202512 holders, $657m49 holders, $81.5bn
Q2 202511 holders, $582m50 holders, $44.5bn
Q3 20258 holders, $487m42 holders, $44.3bn
Q4 202513 holders, $634m41 holders, $42.6bn
Q1 202612 holders, $612m44 holders, $38.0bn
Q2 202610 holders, $807m43 holders, $62.3bn
CHE

Chemed Corp New

Holders
11
Reported value
$582m
Buyers
9
Sellers
6

Breadth +3 among 95 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
50
Reported value
$44.5bn
Buyers
30
Sellers
22

Breadth +8 among 95 comparable managers.

Health care services and researchManaged care

Who holds both, Q2 2025

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CHE (4)

Bridgewater Associates LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP

Only UNH (43)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 18 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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