Holders over time
- UHS
- UNH
| Quarter | UHS | UNH |
|---|---|---|
| Q3 2020 | 13 holders, $1.8bn | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $2.5bn | 36 holders, $79.4bn |
| Q1 2021 | 16 holders, $2.4bn | 37 holders, $81.7bn |
| Q2 2021 | 15 holders, $2.6bn | 43 holders, $86.1bn |
| Q3 2021 | 14 holders, $2.5bn | 38 holders, $81.3bn |
| Q4 2021 | 14 holders, $2.4bn | 38 holders, $104bn |
| Q1 2022 | 13 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 14 holders, $1.9bn | 33 holders, $107bn |
| Q3 2022 | 14 holders, $1.6bn | 42 holders, $102bn |
| Q4 2022 | 15 holders, $3.1bn | 43 holders, $116bn |
| Q1 2023 | 16 holders, $2.5bn | 51 holders, $90.5bn |
| Q2 2023 | 20 holders, $3.0bn | 43 holders, $88.3bn |
| Q3 2023 | 17 holders, $2.4bn | 43 holders, $91.0bn |
| Q4 2023 | 17 holders, $3.2bn | 42 holders, $92.5bn |
| Q1 2024 | 16 holders, $3.5bn | 44 holders, $82.5bn |
| Q2 2024 | 15 holders, $3.0bn | 43 holders, $87.4bn |
| Q3 2024 | 19 holders, $3.5bn | 37 holders, $95.7bn |
| Q4 2024 | 17 holders, $2.1bn | 45 holders, $79.2bn |
| Q1 2025 | 18 holders, $2.1bn | 49 holders, $81.5bn |
| Q2 2025 | 15 holders, $1.9bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.0bn | 42 holders, $44.3bn |
| Q4 2025 | 11 holders, $1.8bn | 41 holders, $42.6bn |
| Q1 2026 | 12 holders, $1.5bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.1bn | 43 holders, $62.3bn |
Universal HLTH SVCS Inc
- Holders
- 12
- Reported value
- $1.5bn
- Buyers
- 18
- Sellers
- 17
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 (8)
AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, First Eagle Investment Management LLC, Millennium Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Woodline Partners LP
Only UHS (4)
Bridgewater Associates LP, MFS Investment Management, Moore Capital Management LP, Voloridge Investment Management LLC
Only UNH (36)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, and 11 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.