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BKD · 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.

BKDUNH
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.
  • BKD
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterBKDUNH
Q3 20201 holders, $32m37 holders, $71.0bn
Q4 20203 holders, $133m36 holders, $79.4bn
Q1 20214 holders, $174m37 holders, $81.7bn
Q2 20215 holders, $195m43 holders, $86.1bn
Q3 20214 holders, $144m38 holders, $81.3bn
Q4 20214 holders, $98m38 holders, $104bn
Q1 20226 holders, $152m41 holders, $105bn
Q2 20224 holders, $83m33 holders, $107bn
Q3 20225 holders, $75m42 holders, $102bn
Q4 20223 holders, $41m43 holders, $116bn
Q1 20234 holders, $59m51 holders, $90.5bn
Q2 20234 holders, $97m43 holders, $88.3bn
Q3 20235 holders, $107m43 holders, $91.0bn
Q4 20235 holders, $145m42 holders, $92.5bn
Q1 20245 holders, $145m44 holders, $82.5bn
Q2 20244 holders, $99m43 holders, $87.4bn
Q3 20244 holders, $71m37 holders, $95.7bn
Q4 20244 holders, $47m45 holders, $79.2bn
Q1 20255 holders, $62m49 holders, $81.5bn
Q2 20254 holders, $63m50 holders, $44.5bn
Q3 20255 holders, $87m42 holders, $44.3bn
Q4 20257 holders, $120m41 holders, $42.6bn
Q1 202610 holders, $389m44 holders, $38.0bn
Q2 20267 holders, $503m43 holders, $62.3bn
BKD

Brookdale SR Living Inc

Holders
10
Reported value
$389m
Buyers
22
Sellers
13

Breadth +9 among 91 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
44
Reported value
$38.0bn
Buyers
30
Sellers
24

Breadth +6 among 91 comparable managers.

Health care services and researchManaged care

Who holds both, Q1 2026

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BKD (2)

Polen Capital Management LLC, Voloridge Investment Management LLC

Only UNH (36)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, and 11 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.

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