Holders over time
- UNH
- ELV
| Quarter | UNH | ELV |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $15.0bn |
| Q4 2020 | 36 holders, $79.4bn | 29 holders, $16.7bn |
| Q1 2021 | 37 holders, $81.7bn | 25 holders, $18.6bn |
| Q2 2021 | 43 holders, $86.1bn | 30 holders, $19.4bn |
| Q3 2021 | 38 holders, $81.3bn | 26 holders, $18.5bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $23.3bn |
| Q1 2022 | 41 holders, $105bn | 31 holders, $23.9bn |
| Q2 2022 | 33 holders, $107bn | 32 holders, $23.3bn |
| Q3 2022 | 42 holders, $102bn | 34 holders, $22.6bn |
| Q4 2022 | 43 holders, $116bn | 34 holders, $25.5bn |
| Q1 2023 | 51 holders, $90.5bn | 39 holders, $22.5bn |
| Q2 2023 | 43 holders, $88.3bn | 38 holders, $20.6bn |
| Q3 2023 | 43 holders, $91.0bn | 34 holders, $19.8bn |
| Q4 2023 | 42 holders, $92.5bn | 36 holders, $20.3bn |
| Q1 2024 | 44 holders, $82.5bn | 35 holders, $21.3bn |
| Q2 2024 | 43 holders, $87.4bn | 33 holders, $22.1bn |
| Q3 2024 | 37 holders, $95.7bn | 30 holders, $20.2bn |
| Q4 2024 | 45 holders, $79.2bn | 32 holders, $15.9bn |
| Q1 2025 | 49 holders, $81.5bn | 28 holders, $17.1bn |
| Q2 2025 | 50 holders, $44.5bn | 27 holders, $14.8bn |
| Q3 2025 | 42 holders, $44.3bn | 27 holders, $12.7bn |
| Q4 2025 | 41 holders, $42.6bn | 25 holders, $17.0bn |
| Q1 2026 | 44 holders, $38.0bn | 26 holders, $13.6bn |
| Q2 2026 | 43 holders, $62.3bn | 28 holders, $17.7bn |
Unitedhealth Group Inc
- Holders
- 44
- Reported value
- $38.0bn
- Buyers
- 30
- Sellers
- 24
Breadth +6 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only UNH (24)
Appaloosa LP, AQR Capital Management LLC, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
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.