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MCK · 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.

MCKUNH
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • MCK
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterMCKUNH
Q3 202023 holders, $3.4bn37 holders, $71.0bn
Q4 202021 holders, $3.2bn36 holders, $79.4bn
Q1 202118 holders, $3.7bn37 holders, $81.7bn
Q2 202120 holders, $3.9bn43 holders, $86.1bn
Q3 202116 holders, $3.6bn38 holders, $81.3bn
Q4 202121 holders, $4.6bn38 holders, $104bn
Q1 202218 holders, $6.4bn41 holders, $105bn
Q2 202222 holders, $7.5bn33 holders, $107bn
Q3 202222 holders, $8.1bn42 holders, $102bn
Q4 202225 holders, $8.8bn43 holders, $116bn
Q1 202327 holders, $9.1bn51 holders, $90.5bn
Q2 202331 holders, $9.4bn43 holders, $88.3bn
Q3 202327 holders, $9.3bn43 holders, $91.0bn
Q4 202331 holders, $9.7bn42 holders, $92.5bn
Q1 202431 holders, $10.0bn44 holders, $82.5bn
Q2 202428 holders, $10.3bn43 holders, $87.4bn
Q3 202424 holders, $7.6bn37 holders, $95.7bn
Q4 202430 holders, $9.5bn45 holders, $79.2bn
Q1 202528 holders, $10.7bn49 holders, $81.5bn
Q2 202524 holders, $12.0bn50 holders, $44.5bn
Q3 202524 holders, $12.8bn42 holders, $44.3bn
Q4 202523 holders, $13.4bn41 holders, $42.6bn
Q1 202621 holders, $13.7bn44 holders, $38.0bn
Q2 202625 holders, $10.8bn43 holders, $62.3bn
MCK

Mckesson Corp

Holders
23
Reported value
$13.4bn
Buyers
22
Sellers
17

Breadth +5 among 92 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
41
Reported value
$42.6bn
Buyers
25
Sellers
26

Breadth -1 among 92 comparable managers.

Health care services and researchManaged care

Who holds both, Q4 2025

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MCK (6)

Bridgewater Associates LP, Glenview Capital Management LLC, Holocene Advisors LP, Man Group PLC, MFS Investment Management, Verition Fund Management LLC

Only UNH (24)

Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP, 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.

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