L3VLUP

HIMS · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HIMS
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterHIMSUNH
Q3 2020none listed holders, n.a.37 holders, $71.0bn
Q4 2020none listed holders, n.a.36 holders, $79.4bn
Q1 20213 holders, $73m37 holders, $81.7bn
Q2 20212 holders, $60m43 holders, $86.1bn
Q3 20211 holders, $28m38 holders, $81.3bn
Q4 20211 holders, $25m38 holders, $104bn
Q1 20221 holders, $17m41 holders, $105bn
Q2 20221 holders, $15m33 holders, $107bn
Q3 20223 holders, $21m42 holders, $102bn
Q4 20223 holders, $51m43 holders, $116bn
Q1 20237 holders, $91m51 holders, $90.5bn
Q2 20235 holders, $86m43 holders, $88.3bn
Q3 20234 holders, $56m43 holders, $91.0bn
Q4 20234 holders, $64m42 holders, $92.5bn
Q1 20248 holders, $242m44 holders, $82.5bn
Q2 202411 holders, $344m43 holders, $87.4bn
Q3 202413 holders, $313m37 holders, $95.7bn
Q4 202410 holders, $628m45 holders, $79.2bn
Q1 20258 holders, $738m49 holders, $81.5bn
Q2 20259 holders, $1.9bn50 holders, $44.5bn
Q3 20259 holders, $2.5bn42 holders, $44.3bn
Q4 20254 holders, $740m41 holders, $42.6bn
Q1 20266 holders, $68m44 holders, $38.0bn
Q2 20264 holders, $183m43 holders, $62.3bn
HIMS

Hims & Hers Health Inc

Holders
4
Reported value
$740m
Buyers
12
Sellers
15

Breadth -3 among 92 comparable managers.

UNH

Unitedhealth Group Inc

Holders
41
Reported value
$42.6bn
Buyers
25
Sellers
26

Breadth -1 among 92 comparable managers.

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →