Holders over time
- MOH
- UNH
| Quarter | MOH | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $3.9bn | 37 holders, $71.0bn |
| Q4 2020 | 12 holders, $4.3bn | 36 holders, $79.4bn |
| Q1 2021 | 11 holders, $4.6bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $4.8bn | 43 holders, $86.1bn |
| Q3 2021 | 13 holders, $5.4bn | 38 holders, $81.3bn |
| Q4 2021 | 16 holders, $5.9bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $6.6bn | 41 holders, $105bn |
| Q2 2022 | 18 holders, $5.5bn | 33 holders, $107bn |
| Q3 2022 | 19 holders, $6.1bn | 42 holders, $102bn |
| Q4 2022 | 21 holders, $6.3bn | 43 holders, $116bn |
| Q1 2023 | 23 holders, $5.3bn | 51 holders, $90.5bn |
| Q2 2023 | 19 holders, $5.9bn | 43 holders, $88.3bn |
| Q3 2023 | 16 holders, $7.1bn | 43 holders, $91.0bn |
| Q4 2023 | 16 holders, $7.9bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $8.6bn | 44 holders, $82.5bn |
| Q2 2024 | 22 holders, $6.2bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $7.0bn | 37 holders, $95.7bn |
| Q4 2024 | 20 holders, $5.8bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $7.2bn | 49 holders, $81.5bn |
| Q2 2025 | 19 holders, $6.1bn | 50 holders, $44.5bn |
| Q3 2025 | 16 holders, $3.3bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $2.3bn | 41 holders, $42.6bn |
| Q1 2026 | 13 holders, $1.7bn | 44 holders, $38.0bn |
| Q2 2026 | 13 holders, $3.1bn | 43 holders, $62.3bn |
Molina Healthcare Inc
- Holders
- 13
- Reported value
- $1.7bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 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)
AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Point72 Asset Management LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
Only MOH (4)
Baupost Group LLC, Harris Associates LP, Maverick Capital Ltd, Voloridge Investment Management LLC
Only UNH (35)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, 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.