Holders over time
- HUM
- UNH
| Quarter | HUM | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $18.0bn | 37 holders, $71.0bn |
| Q4 2020 | 30 holders, $17.6bn | 36 holders, $79.4bn |
| Q1 2021 | 26 holders, $17.2bn | 37 holders, $81.7bn |
| Q2 2021 | 28 holders, $18.1bn | 43 holders, $86.1bn |
| Q3 2021 | 33 holders, $16.8bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $20.3bn | 38 holders, $104bn |
| Q1 2022 | 32 holders, $17.7bn | 41 holders, $105bn |
| Q2 2022 | 29 holders, $18.1bn | 33 holders, $107bn |
| Q3 2022 | 32 holders, $17.7bn | 42 holders, $102bn |
| Q4 2022 | 31 holders, $17.2bn | 43 holders, $116bn |
| Q1 2023 | 31 holders, $16.7bn | 51 holders, $90.5bn |
| Q2 2023 | 28 holders, $14.2bn | 43 holders, $88.3bn |
| Q3 2023 | 35 holders, $16.5bn | 43 holders, $91.0bn |
| Q4 2023 | 34 holders, $13.3bn | 42 holders, $92.5bn |
| Q1 2024 | 37 holders, $9.8bn | 44 holders, $82.5bn |
| Q2 2024 | 34 holders, $11.3bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 19 holders, $7.3bn | 45 holders, $79.2bn |
| Q1 2025 | 26 holders, $7.3bn | 49 holders, $81.5bn |
| Q2 2025 | 24 holders, $6.7bn | 50 holders, $44.5bn |
| Q3 2025 | 17 holders, $6.5bn | 42 holders, $44.3bn |
| Q4 2025 | 14 holders, $6.5bn | 41 holders, $42.6bn |
| Q1 2026 | 14 holders, $3.8bn | 44 holders, $38.0bn |
| Q2 2026 | 25 holders, $10.6bn | 43 holders, $62.3bn |
Humana Inc
- Holders
- 14
- Reported value
- $3.8bn
- Buyers
- 22
- Sellers
- 14
Breadth +8 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 (9)
Acadian Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Soros Fund Management LLC, Wellington Management Group LLP
Only HUM (5)
Glenview Capital Management LLC, Man Group PLC, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC
Only UNH (35)
AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 10 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.