Holders over time
- ELV
- UNH
| Quarter | ELV | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $15.0bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $16.7bn | 36 holders, $79.4bn |
| Q1 2021 | 25 holders, $18.6bn | 37 holders, $81.7bn |
| Q2 2021 | 30 holders, $19.4bn | 43 holders, $86.1bn |
| Q3 2021 | 26 holders, $18.5bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $23.3bn | 38 holders, $104bn |
| Q1 2022 | 31 holders, $23.9bn | 41 holders, $105bn |
| Q2 2022 | 32 holders, $23.3bn | 33 holders, $107bn |
| Q3 2022 | 34 holders, $22.6bn | 42 holders, $102bn |
| Q4 2022 | 34 holders, $25.5bn | 43 holders, $116bn |
| Q1 2023 | 39 holders, $22.5bn | 51 holders, $90.5bn |
| Q2 2023 | 38 holders, $20.6bn | 43 holders, $88.3bn |
| Q3 2023 | 34 holders, $19.8bn | 43 holders, $91.0bn |
| Q4 2023 | 36 holders, $20.3bn | 42 holders, $92.5bn |
| Q1 2024 | 35 holders, $21.3bn | 44 holders, $82.5bn |
| Q2 2024 | 33 holders, $22.1bn | 43 holders, $87.4bn |
| Q3 2024 | 30 holders, $20.2bn | 37 holders, $95.7bn |
| Q4 2024 | 32 holders, $15.9bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $17.1bn | 49 holders, $81.5bn |
| Q2 2025 | 27 holders, $14.8bn | 50 holders, $44.5bn |
| Q3 2025 | 27 holders, $12.7bn | 42 holders, $44.3bn |
| Q4 2025 | 25 holders, $17.0bn | 41 holders, $42.6bn |
| Q1 2026 | 26 holders, $13.6bn | 44 holders, $38.0bn |
| Q2 2026 | 28 holders, $17.7bn | 43 holders, $62.3bn |
Elevance Health Inc Formerly
- Holders
- 27
- Reported value
- $12.7bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 among 95 comparable managers.
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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Moore Capital Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only ELV (8)
Artisan Partners LP, Baupost Group LLC, Bridgewater Associates LP, Discovery Capital Management LLC, MFS Investment Management, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP
Only UNH (23)
Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Walleye Capital LLC, Woodline Partners LP
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.