Holders over time
- DGX
- UNH
| Quarter | DGX | UNH |
|---|---|---|
| Q3 2020 | 18 holders, $1.0bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 19 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $975m | 43 holders, $86.1bn |
| Q3 2021 | 17 holders, $1.1bn | 38 holders, $81.3bn |
| Q4 2021 | 17 holders, $1.5bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $812m | 41 holders, $105bn |
| Q2 2022 | 16 holders, $813m | 33 holders, $107bn |
| Q3 2022 | 16 holders, $910m | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $989m | 51 holders, $90.5bn |
| Q2 2023 | 16 holders, $1.3bn | 43 holders, $88.3bn |
| Q3 2023 | 15 holders, $1.1bn | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $1.2bn | 42 holders, $92.5bn |
| Q1 2024 | 10 holders, $777m | 44 holders, $82.5bn |
| Q2 2024 | 13 holders, $1.2bn | 43 holders, $87.4bn |
| Q3 2024 | 11 holders, $1.7bn | 37 holders, $95.7bn |
| Q4 2024 | 9 holders, $1.6bn | 45 holders, $79.2bn |
| Q1 2025 | 10 holders, $1.8bn | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $2.4bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.5bn | 42 holders, $44.3bn |
| Q4 2025 | 10 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $1.6bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.6bn | 43 holders, $62.3bn |
Quest Diagnostics Inc
- Holders
- 10
- Reported value
- $1.5bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 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 (8)
Acadian Asset Management LLC, AllianceBernstein LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only DGX (2)
Only UNH (33)
Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 8 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.