Holders over time
- MCK
- ELV
| Quarter | MCK | ELV |
|---|---|---|
| Q3 2020 | 23 holders, $3.4bn | 30 holders, $15.0bn |
| Q4 2020 | 21 holders, $3.2bn | 29 holders, $16.7bn |
| Q1 2021 | 18 holders, $3.7bn | 25 holders, $18.6bn |
| Q2 2021 | 20 holders, $3.9bn | 30 holders, $19.4bn |
| Q3 2021 | 16 holders, $3.6bn | 26 holders, $18.5bn |
| Q4 2021 | 21 holders, $4.6bn | 29 holders, $23.3bn |
| Q1 2022 | 18 holders, $6.4bn | 31 holders, $23.9bn |
| Q2 2022 | 22 holders, $7.5bn | 32 holders, $23.3bn |
| Q3 2022 | 22 holders, $8.1bn | 34 holders, $22.6bn |
| Q4 2022 | 25 holders, $8.8bn | 34 holders, $25.5bn |
| Q1 2023 | 27 holders, $9.1bn | 39 holders, $22.5bn |
| Q2 2023 | 31 holders, $9.4bn | 38 holders, $20.6bn |
| Q3 2023 | 27 holders, $9.3bn | 34 holders, $19.8bn |
| Q4 2023 | 31 holders, $9.7bn | 36 holders, $20.3bn |
| Q1 2024 | 31 holders, $10.0bn | 35 holders, $21.3bn |
| Q2 2024 | 28 holders, $10.3bn | 33 holders, $22.1bn |
| Q3 2024 | 24 holders, $7.6bn | 30 holders, $20.2bn |
| Q4 2024 | 30 holders, $9.5bn | 32 holders, $15.9bn |
| Q1 2025 | 28 holders, $10.7bn | 28 holders, $17.1bn |
| Q2 2025 | 24 holders, $12.0bn | 27 holders, $14.8bn |
| Q3 2025 | 24 holders, $12.8bn | 27 holders, $12.7bn |
| Q4 2025 | 23 holders, $13.4bn | 25 holders, $17.0bn |
| Q1 2026 | 21 holders, $13.7bn | 26 holders, $13.6bn |
| Q2 2026 | 25 holders, $10.8bn | 28 holders, $17.7bn |
Mckesson Corp
- Holders
- 21
- Reported value
- $13.7bn
- Buyers
- 12
- Sellers
- 24
Breadth -12 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 (9)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only MCK (12)
AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Farallon Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Woodline Partners LP
Only ELV (17)
Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, 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, Wellington Management Group LLP
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.