Holders over time
- DVA
- ELV
| Quarter | DVA | ELV |
|---|---|---|
| Q3 2020 | 7 holders, $3.1bn | 30 holders, $15.0bn |
| Q4 2020 | 4 holders, $4.4bn | 29 holders, $16.7bn |
| Q1 2021 | 6 holders, $4.2bn | 25 holders, $18.6bn |
| Q2 2021 | 10 holders, $4.9bn | 30 holders, $19.4bn |
| Q3 2021 | 10 holders, $4.4bn | 26 holders, $18.5bn |
| Q4 2021 | 10 holders, $4.3bn | 29 holders, $23.3bn |
| Q1 2022 | 9 holders, $4.3bn | 31 holders, $23.9bn |
| Q2 2022 | 8 holders, $2.9bn | 32 holders, $23.3bn |
| Q3 2022 | 7 holders, $3.0bn | 34 holders, $22.6bn |
| Q4 2022 | 6 holders, $2.7bn | 34 holders, $25.5bn |
| Q1 2023 | 10 holders, $3.0bn | 39 holders, $22.5bn |
| Q2 2023 | 10 holders, $3.9bn | 38 holders, $20.6bn |
| Q3 2023 | 10 holders, $3.7bn | 34 holders, $19.8bn |
| Q4 2023 | 8 holders, $3.9bn | 36 holders, $20.3bn |
| Q1 2024 | 13 holders, $5.2bn | 35 holders, $21.3bn |
| Q2 2024 | 8 holders, $5.1bn | 33 holders, $22.1bn |
| Q3 2024 | 12 holders, $6.1bn | 30 holders, $20.2bn |
| Q4 2024 | 10 holders, $5.5bn | 32 holders, $15.9bn |
| Q1 2025 | 9 holders, $5.6bn | 28 holders, $17.1bn |
| Q2 2025 | 11 holders, $5.0bn | 27 holders, $14.8bn |
| Q3 2025 | 13 holders, $4.6bn | 27 holders, $12.7bn |
| Q4 2025 | 13 holders, $4.1bn | 25 holders, $17.0bn |
| Q1 2026 | 9 holders, $5.1bn | 26 holders, $13.6bn |
| Q2 2026 | 10 holders, $7.2bn | 28 holders, $17.7bn |
Davita Inc
- Holders
- 13
- Reported value
- $4.1bn
- Buyers
- 23
- Sellers
- 13
Breadth +10 among 92 comparable managers.
Elevance Health Inc Formerly
- Holders
- 25
- Reported value
- $17.0bn
- Buyers
- 17
- Sellers
- 24
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (5)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Millennium Management LLC, Moore Capital Management LP
Only DVA (8)
Berkshire Hathaway Inc, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only ELV (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
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.