Holders over time
- UNH
- HUM
| Quarter | UNH | HUM |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $18.0bn |
| Q4 2020 | 36 holders, $79.4bn | 30 holders, $17.6bn |
| Q1 2021 | 37 holders, $81.7bn | 26 holders, $17.2bn |
| Q2 2021 | 43 holders, $86.1bn | 28 holders, $18.1bn |
| Q3 2021 | 38 holders, $81.3bn | 33 holders, $16.8bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $20.3bn |
| Q1 2022 | 41 holders, $105bn | 32 holders, $17.7bn |
| Q2 2022 | 33 holders, $107bn | 29 holders, $18.1bn |
| Q3 2022 | 42 holders, $102bn | 32 holders, $17.7bn |
| Q4 2022 | 43 holders, $116bn | 31 holders, $17.2bn |
| Q1 2023 | 51 holders, $90.5bn | 31 holders, $16.7bn |
| Q2 2023 | 43 holders, $88.3bn | 28 holders, $14.2bn |
| Q3 2023 | 43 holders, $91.0bn | 35 holders, $16.5bn |
| Q4 2023 | 42 holders, $92.5bn | 34 holders, $13.3bn |
| Q1 2024 | 44 holders, $82.5bn | 37 holders, $9.8bn |
| Q2 2024 | 43 holders, $87.4bn | 34 holders, $11.3bn |
| Q3 2024 | 37 holders, $95.7bn | 28 holders, $8.4bn |
| Q4 2024 | 45 holders, $79.2bn | 19 holders, $7.3bn |
| Q1 2025 | 49 holders, $81.5bn | 26 holders, $7.3bn |
| Q2 2025 | 50 holders, $44.5bn | 24 holders, $6.7bn |
| Q3 2025 | 42 holders, $44.3bn | 17 holders, $6.5bn |
| Q4 2025 | 41 holders, $42.6bn | 14 holders, $6.5bn |
| Q1 2026 | 44 holders, $38.0bn | 14 holders, $3.8bn |
| Q2 2026 | 43 holders, $62.3bn | 25 holders, $10.6bn |
Unitedhealth Group Inc
- Holders
- 50
- Reported value
- $44.5bn
- Buyers
- 30
- Sellers
- 22
Breadth +8 among 95 comparable managers.
Humana Inc
- Holders
- 24
- Reported value
- $6.7bn
- Buyers
- 11
- Sellers
- 15
Breadth -4 among 95 comparable managers.
Who holds both, Q2 2025
Both (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only UNH (31)
AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Discovery Capital Management LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Scion Asset Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 6 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.