Holders over time
- UNH
- CI
| Quarter | UNH | CI |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 34 holders, $18.1bn |
| Q4 2020 | 36 holders, $79.4bn | 22 holders, $21.9bn |
| Q1 2021 | 37 holders, $81.7bn | 24 holders, $23.9bn |
| Q2 2021 | 43 holders, $86.1bn | 31 holders, $22.5bn |
| Q3 2021 | 38 holders, $81.3bn | 30 holders, $17.8bn |
| Q4 2021 | 38 holders, $104bn | 26 holders, $20.1bn |
| Q1 2022 | 41 holders, $105bn | 28 holders, $20.4bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $22.1bn |
| Q3 2022 | 42 holders, $102bn | 31 holders, $21.5bn |
| Q4 2022 | 43 holders, $116bn | 30 holders, $24.7bn |
| Q1 2023 | 51 holders, $90.5bn | 35 holders, $18.2bn |
| Q2 2023 | 43 holders, $88.3bn | 30 holders, $19.8bn |
| Q3 2023 | 43 holders, $91.0bn | 28 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 31 holders, $20.6bn |
| Q1 2024 | 44 holders, $82.5bn | 28 holders, $24.0bn |
| Q2 2024 | 43 holders, $87.4bn | 28 holders, $19.5bn |
| Q3 2024 | 37 holders, $95.7bn | 25 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 23 holders, $15.2bn |
| Q1 2025 | 49 holders, $81.5bn | 24 holders, $18.4bn |
| Q2 2025 | 50 holders, $44.5bn | 34 holders, $19.5bn |
| Q3 2025 | 42 holders, $44.3bn | 28 holders, $16.2bn |
| Q4 2025 | 41 holders, $42.6bn | 21 holders, $14.6bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.5bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $13.0bn |
Unitedhealth Group Inc
- Holders
- 50
- Reported value
- $44.5bn
- Buyers
- 30
- Sellers
- 22
Breadth +8 among 95 comparable managers.
The Cigna Group
- Holders
- 34
- Reported value
- $19.5bn
- Buyers
- 24
- Sellers
- 10
Breadth +14 among 95 comparable managers.
Who holds both, Q2 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only UNH (25)
Appaloosa LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Discovery Capital Management LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management 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, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.