Holders over time
- COR
- UNH
| Quarter | COR | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $594m | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $686m | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $1.6bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $1.5bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 18 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $2.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $2.1bn | 42 holders, $102bn |
| Q4 2022 | 27 holders, $4.0bn | 43 holders, $116bn |
| Q1 2023 | 20 holders, $4.1bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $5.3bn | 43 holders, $88.3bn |
| Q3 2023 | 30 holders, $5.8bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $6.8bn | 42 holders, $92.5bn |
| Q1 2024 | 34 holders, $9.3bn | 44 holders, $82.5bn |
| Q2 2024 | 32 holders, $8.8bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $7.4bn | 45 holders, $79.2bn |
| Q1 2025 | 32 holders, $10.8bn | 49 holders, $81.5bn |
| Q2 2025 | 32 holders, $11.2bn | 50 holders, $44.5bn |
| Q3 2025 | 28 holders, $11.2bn | 42 holders, $44.3bn |
| Q4 2025 | 27 holders, $10.7bn | 41 holders, $42.6bn |
| Q1 2026 | 24 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 26 holders, $8.2bn | 43 holders, $62.3bn |
Cencora Inc
- Holders
- 24
- Reported value
- $10.3bn
- Buyers
- 16
- Sellers
- 21
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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only COR (5)
Artisan Partners LP, Bridgewater Associates LP, Holocene Advisors LP, Man Group PLC, MFS Investment Management
Only UNH (25)
Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, 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.