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SHC · ELV 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.
  • SHC
  • ELV
010203040202120222023202420252026
Holders and value by quarter
QuarterSHCELV
Q3 2020none listed holders, n.a.30 holders, $15.0bn
Q4 20208 holders, $254m29 holders, $16.7bn
Q1 20217 holders, $177m25 holders, $18.6bn
Q2 20214 holders, $124m30 holders, $19.4bn
Q3 20211 holders, $53m26 holders, $18.5bn
Q4 20212 holders, $48m29 holders, $23.3bn
Q1 20222 holders, $80m31 holders, $23.9bn
Q2 20222 holders, $30m32 holders, $23.3bn
Q3 20222 holders, $1.2m34 holders, $22.6bn
Q4 20221 holders, $28m34 holders, $25.5bn
Q1 20232 holders, $65m39 holders, $22.5bn
Q2 20232 holders, $119m38 holders, $20.6bn
Q3 20233 holders, $137m34 holders, $19.8bn
Q4 20233 holders, $198m36 holders, $20.3bn
Q1 20246 holders, $332m35 holders, $21.3bn
Q2 20246 holders, $348m33 holders, $22.1bn
Q3 20246 holders, $493m30 holders, $20.2bn
Q4 20245 holders, $245m32 holders, $15.9bn
Q1 20253 holders, $182m28 holders, $17.1bn
Q2 20254 holders, $162m27 holders, $14.8bn
Q3 20254 holders, $237m27 holders, $12.7bn
Q4 20256 holders, $389m25 holders, $17.0bn
Q1 20266 holders, $366m26 holders, $13.6bn
Q2 20266 holders, $720m28 holders, $17.7bn
SHC

Sotera Health Co

Holders
6
Reported value
$389m
Buyers
23
Sellers
8

Breadth +15 among 92 comparable managers.

ELV

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

Among the 29 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.

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