Holders over time
- HUM
- ELV
| Quarter | HUM | ELV |
|---|---|---|
| Q3 2020 | 30 holders, $18.0bn | 30 holders, $15.0bn |
| Q4 2020 | 30 holders, $17.6bn | 29 holders, $16.7bn |
| Q1 2021 | 26 holders, $17.2bn | 25 holders, $18.6bn |
| Q2 2021 | 28 holders, $18.1bn | 30 holders, $19.4bn |
| Q3 2021 | 33 holders, $16.8bn | 26 holders, $18.5bn |
| Q4 2021 | 29 holders, $20.3bn | 29 holders, $23.3bn |
| Q1 2022 | 32 holders, $17.7bn | 31 holders, $23.9bn |
| Q2 2022 | 29 holders, $18.1bn | 32 holders, $23.3bn |
| Q3 2022 | 32 holders, $17.7bn | 34 holders, $22.6bn |
| Q4 2022 | 31 holders, $17.2bn | 34 holders, $25.5bn |
| Q1 2023 | 31 holders, $16.7bn | 39 holders, $22.5bn |
| Q2 2023 | 28 holders, $14.2bn | 38 holders, $20.6bn |
| Q3 2023 | 35 holders, $16.5bn | 34 holders, $19.8bn |
| Q4 2023 | 34 holders, $13.3bn | 36 holders, $20.3bn |
| Q1 2024 | 37 holders, $9.8bn | 35 holders, $21.3bn |
| Q2 2024 | 34 holders, $11.3bn | 33 holders, $22.1bn |
| Q3 2024 | 28 holders, $8.4bn | 30 holders, $20.2bn |
| Q4 2024 | 19 holders, $7.3bn | 32 holders, $15.9bn |
| Q1 2025 | 26 holders, $7.3bn | 28 holders, $17.1bn |
| Q2 2025 | 24 holders, $6.7bn | 27 holders, $14.8bn |
| Q3 2025 | 17 holders, $6.5bn | 27 holders, $12.7bn |
| Q4 2025 | 14 holders, $6.5bn | 25 holders, $17.0bn |
| Q1 2026 | 14 holders, $3.8bn | 26 holders, $13.6bn |
| Q2 2026 | 25 holders, $10.6bn | 28 holders, $17.7bn |
Humana Inc
- Holders
- 14
- Reported value
- $3.8bn
- Buyers
- 22
- Sellers
- 14
Breadth +8 among 91 comparable managers.
Elevance Health Inc Formerly
- Holders
- 26
- Reported value
- $13.6bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Wellington Management Group LLP
Only HUM (6)
Caxton Associates LLP, Glenview Capital Management LLC, Man Group PLC, Moore Capital Management LP, PDT Partners LLC, Soros Fund Management LLC
Only ELV (18)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
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.