Holders over time
- BTSG
- UNH
| Quarter | BTSG | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | none listed holders, n.a. | 37 holders, $81.7bn |
| Q2 2021 | none listed holders, n.a. | 43 holders, $86.1bn |
| Q3 2021 | none listed holders, n.a. | 38 holders, $81.3bn |
| Q4 2021 | none listed holders, n.a. | 38 holders, $104bn |
| Q1 2022 | none listed holders, n.a. | 41 holders, $105bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $107bn |
| Q3 2022 | none listed holders, n.a. | 42 holders, $102bn |
| Q4 2022 | none listed holders, n.a. | 43 holders, $116bn |
| Q1 2023 | none listed holders, n.a. | 51 holders, $90.5bn |
| Q2 2023 | none listed holders, n.a. | 43 holders, $88.3bn |
| Q3 2023 | none listed holders, n.a. | 43 holders, $91.0bn |
| Q4 2023 | none listed holders, n.a. | 42 holders, $92.5bn |
| Q1 2024 | 4 holders, $25m | 44 holders, $82.5bn |
| Q2 2024 | 1 holders, $250k | 43 holders, $87.4bn |
| Q3 2024 | 3 holders, $110m | 37 holders, $95.7bn |
| Q4 2024 | 2 holders, $92m | 45 holders, $79.2bn |
| Q1 2025 | 5 holders, $611m | 49 holders, $81.5bn |
| Q2 2025 | 11 holders, $874m | 50 holders, $44.5bn |
| Q3 2025 | 8 holders, $1.3bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $2.0bn | 41 holders, $42.6bn |
| Q1 2026 | 10 holders, $2.3bn | 44 holders, $38.0bn |
| Q2 2026 | 16 holders, $3.5bn | 43 holders, $62.3bn |
Brightspring Health SVCS Inc
- Holders
- 10
- Reported value
- $2.3bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 among 91 comparable managers.
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $38.0bn
- Buyers
- 30
- Sellers
- 24
Breadth +6 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
AllianceBernstein LP, Arrowstreet Capital LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only BTSG (2)
Only UNH (36)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies 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.