Holders over time
- DVA
- UNH
| Quarter | DVA | UNH |
|---|---|---|
| Q3 2020 | 7 holders, $3.1bn | 37 holders, $71.0bn |
| Q4 2020 | 4 holders, $4.4bn | 36 holders, $79.4bn |
| Q1 2021 | 6 holders, $4.2bn | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $4.9bn | 43 holders, $86.1bn |
| Q3 2021 | 10 holders, $4.4bn | 38 holders, $81.3bn |
| Q4 2021 | 10 holders, $4.3bn | 38 holders, $104bn |
| Q1 2022 | 9 holders, $4.3bn | 41 holders, $105bn |
| Q2 2022 | 8 holders, $2.9bn | 33 holders, $107bn |
| Q3 2022 | 7 holders, $3.0bn | 42 holders, $102bn |
| Q4 2022 | 6 holders, $2.7bn | 43 holders, $116bn |
| Q1 2023 | 10 holders, $3.0bn | 51 holders, $90.5bn |
| Q2 2023 | 10 holders, $3.9bn | 43 holders, $88.3bn |
| Q3 2023 | 10 holders, $3.7bn | 43 holders, $91.0bn |
| Q4 2023 | 8 holders, $3.9bn | 42 holders, $92.5bn |
| Q1 2024 | 13 holders, $5.2bn | 44 holders, $82.5bn |
| Q2 2024 | 8 holders, $5.1bn | 43 holders, $87.4bn |
| Q3 2024 | 12 holders, $6.1bn | 37 holders, $95.7bn |
| Q4 2024 | 10 holders, $5.5bn | 45 holders, $79.2bn |
| Q1 2025 | 9 holders, $5.6bn | 49 holders, $81.5bn |
| Q2 2025 | 11 holders, $5.0bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $4.6bn | 42 holders, $44.3bn |
| Q4 2025 | 13 holders, $4.1bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $5.1bn | 44 holders, $38.0bn |
| Q2 2026 | 10 holders, $7.2bn | 43 holders, $62.3bn |
Davita Inc
- Holders
- 11
- Reported value
- $5.0bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 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 (6)
Arrowstreet Capital LP, Berkshire Hathaway Inc, Man Group PLC, Maverick Capital Ltd, Quantbot Technologies LP, Squarepoint Ops LLC
Only DVA (5)
Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, PDT Partners LLC, Schonfeld Strategic Advisors LLC
Only UNH (44)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, 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, Millennium Management LLC, Moore Capital Management LP, and 19 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.