Holders over time
- COR
- UNH
| Quarter | COR | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $594m | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $686m | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $1.6bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $1.5bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 18 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $2.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $2.1bn | 42 holders, $102bn |
| Q4 2022 | 27 holders, $4.0bn | 43 holders, $116bn |
| Q1 2023 | 20 holders, $4.1bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $5.3bn | 43 holders, $88.3bn |
| Q3 2023 | 30 holders, $5.8bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $6.8bn | 42 holders, $92.5bn |
| Q1 2024 | 34 holders, $9.3bn | 44 holders, $82.5bn |
| Q2 2024 | 32 holders, $8.8bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $7.4bn | 45 holders, $79.2bn |
| Q1 2025 | 32 holders, $10.8bn | 49 holders, $81.5bn |
| Q2 2025 | 32 holders, $11.2bn | 50 holders, $44.5bn |
| Q3 2025 | 28 holders, $11.2bn | 42 holders, $44.3bn |
| Q4 2025 | 27 holders, $10.7bn | 41 holders, $42.6bn |
| Q1 2026 | 24 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 26 holders, $8.2bn | 43 holders, $62.3bn |
Cencora Inc
- Holders
- 27
- Reported value
- $10.7bn
- Buyers
- 18
- Sellers
- 22
Breadth -4 among 92 comparable managers.
Unitedhealth Group Inc
- Holders
- 41
- Reported value
- $42.6bn
- Buyers
- 25
- Sellers
- 26
Breadth -1 among 92 comparable managers.
Who holds both, Q4 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only COR (8)
Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, MFS Investment Management, PDT Partners LLC
Only UNH (22)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Moore Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP, 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.