Holders over time
- AGL
- UNH
| Quarter | AGL | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | none listed holders, n.a. | 37 holders, $81.7bn |
| Q2 2021 | 7 holders, $2.1bn | 43 holders, $86.1bn |
| Q3 2021 | 6 holders, $1.7bn | 38 holders, $81.3bn |
| Q4 2021 | 8 holders, $2.3bn | 38 holders, $104bn |
| Q1 2022 | 7 holders, $2.5bn | 41 holders, $105bn |
| Q2 2022 | 7 holders, $2.3bn | 33 holders, $107bn |
| Q3 2022 | 7 holders, $2.8bn | 42 holders, $102bn |
| Q4 2022 | 8 holders, $2.1bn | 43 holders, $116bn |
| Q1 2023 | 9 holders, $3.3bn | 51 holders, $90.5bn |
| Q2 2023 | 9 holders, $3.1bn | 43 holders, $88.3bn |
| Q3 2023 | 10 holders, $3.4bn | 43 holders, $91.0bn |
| Q4 2023 | 10 holders, $2.4bn | 42 holders, $92.5bn |
| Q1 2024 | 6 holders, $626m | 44 holders, $82.5bn |
| Q2 2024 | 6 holders, $716m | 43 holders, $87.4bn |
| Q3 2024 | 3 holders, $400m | 37 holders, $95.7bn |
| Q4 2024 | 1 holders, $88m | 45 holders, $79.2bn |
| Q1 2025 | 3 holders, $234m | 49 holders, $81.5bn |
| Q2 2025 | 2 holders, $106m | 50 holders, $44.5bn |
| Q3 2025 | none listed holders, n.a. | 42 holders, $44.3bn |
| Q4 2025 | none listed holders, n.a. | 41 holders, $42.6bn |
| Q1 2026 | none listed holders, n.a. | 44 holders, $38.0bn |
| Q2 2026 | 2 holders, $97m | 43 holders, $62.3bn |
Agilon Health Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Unitedhealth Group Inc
- Holders
- 42
- Reported value
- $44.3bn
- Buyers
- 17
- Sellers
- 28
Breadth -11 among 95 comparable managers.
Who holds both, Q3 2025
Both (0)
No tracked manager lists every one of them.
Only AGL (0)
None.
Only UNH (42)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, and 17 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.