Holders over time
- MCK
- ELV
| Quarter | MCK | ELV |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 30 holders, $15.0bn |
| Q4 2020 | 21 holders, $3.2bn | 29 holders, $16.7bn |
| Q1 2021 | 18 holders, $3.7bn | 25 holders, $18.6bn |
| Q2 2021 | 20 holders, $3.9bn | 30 holders, $19.4bn |
| Q3 2021 | 16 holders, $3.6bn | 26 holders, $18.5bn |
| Q4 2021 | 21 holders, $4.6bn | 29 holders, $23.3bn |
| Q1 2022 | 18 holders, $6.4bn | 31 holders, $23.9bn |
| Q2 2022 | 22 holders, $7.5bn | 32 holders, $23.3bn |
| Q3 2022 | 22 holders, $8.1bn | 34 holders, $22.6bn |
| Q4 2022 | 25 holders, $8.8bn | 34 holders, $25.5bn |
| Q1 2023 | 27 holders, $9.1bn | 39 holders, $22.5bn |
| Q2 2023 | 31 holders, $9.4bn | 38 holders, $20.6bn |
| Q3 2023 | 27 holders, $9.3bn | 34 holders, $19.8bn |
| Q4 2023 | 31 holders, $9.7bn | 36 holders, $20.3bn |
| Q1 2024 | 31 holders, $10.0bn | 35 holders, $21.3bn |
| Q2 2024 | 28 holders, $10.3bn | 33 holders, $22.1bn |
| Q3 2024 | 24 holders, $7.6bn | 30 holders, $20.2bn |
| Q4 2024 | 30 holders, $9.5bn | 32 holders, $15.9bn |
| Q1 2025 | 28 holders, $10.7bn | 28 holders, $17.1bn |
| Q2 2025 | 24 holders, $12.0bn | 27 holders, $14.8bn |
| Q3 2025 | 24 holders, $12.8bn | 27 holders, $12.7bn |
| Q4 2025 | 23 holders, $13.4bn | 25 holders, $17.0bn |
| Q1 2026 | 21 holders, $13.7bn | 26 holders, $13.6bn |
| Q2 2026 | 25 holders, $10.8bn | 28 holders, $17.7bn |
Mckesson Corp
- Holders
- 24
- Reported value
- $12.8bn
- Buyers
- 14
- Sellers
- 10
Breadth +4 among 95 comparable managers.
Elevance Health Inc Formerly
- Holders
- 27
- Reported value
- $12.7bn
- Buyers
- 18
- Sellers
- 9
Breadth +9 among 95 comparable managers.
Who holds both, Q3 2025
Both (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, D. E. Shaw & Co., Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MCK (11)
Caxton Associates LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Glenview Capital Management LLC, Holocene Advisors LP, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Walleye Capital LLC
Only ELV (14)
Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Moore Capital Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments 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.