Holders over time
- COR
- UNH
| Quarter | COR | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $594m | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $686m | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $1.6bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $1.5bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 18 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $2.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $2.1bn | 42 holders, $102bn |
| Q4 2022 | 27 holders, $4.0bn | 43 holders, $116bn |
| Q1 2023 | 20 holders, $4.1bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $5.3bn | 43 holders, $88.3bn |
| Q3 2023 | 30 holders, $5.8bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $6.8bn | 42 holders, $92.5bn |
| Q1 2024 | 34 holders, $9.3bn | 44 holders, $82.5bn |
| Q2 2024 | 32 holders, $8.8bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $7.4bn | 45 holders, $79.2bn |
| Q1 2025 | 32 holders, $10.8bn | 49 holders, $81.5bn |
| Q2 2025 | 32 holders, $11.2bn | 50 holders, $44.5bn |
| Q3 2025 | 28 holders, $11.2bn | 42 holders, $44.3bn |
| Q4 2025 | 27 holders, $10.7bn | 41 holders, $42.6bn |
| Q1 2026 | 24 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 26 holders, $8.2bn | 43 holders, $62.3bn |
Cencora Inc
- Holders
- 32
- Reported value
- $11.2bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 95 comparable managers.
Unitedhealth Group Inc
- Holders
- 50
- Reported value
- $44.5bn
- Buyers
- 30
- Sellers
- 22
Breadth +8 among 95 comparable managers.
Who holds both, Q2 2025
Both (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only COR (8)
Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, PDT Partners LLC, Viking Global Investors LP
Only UNH (26)
Appaloosa LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Scion Asset Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Walleye Capital LLC, and 1 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.