Holders over time
- COR
- UNH
| Quarter | COR | UNH |
|---|---|---|
| Q3 2020 | 16 holders, $594m | 37 holders, $71.0bn |
| Q4 2020 | 17 holders, $686m | 36 holders, $79.4bn |
| Q1 2021 | 18 holders, $1.6bn | 37 holders, $81.7bn |
| Q2 2021 | 19 holders, $1.5bn | 43 holders, $86.1bn |
| Q3 2021 | 16 holders, $1.8bn | 38 holders, $81.3bn |
| Q4 2021 | 18 holders, $2.1bn | 38 holders, $104bn |
| Q1 2022 | 18 holders, $2.6bn | 41 holders, $105bn |
| Q2 2022 | 22 holders, $2.5bn | 33 holders, $107bn |
| Q3 2022 | 22 holders, $2.1bn | 42 holders, $102bn |
| Q4 2022 | 27 holders, $4.0bn | 43 holders, $116bn |
| Q1 2023 | 20 holders, $4.1bn | 51 holders, $90.5bn |
| Q2 2023 | 23 holders, $5.3bn | 43 holders, $88.3bn |
| Q3 2023 | 30 holders, $5.8bn | 43 holders, $91.0bn |
| Q4 2023 | 28 holders, $6.8bn | 42 holders, $92.5bn |
| Q1 2024 | 34 holders, $9.3bn | 44 holders, $82.5bn |
| Q2 2024 | 32 holders, $8.8bn | 43 holders, $87.4bn |
| Q3 2024 | 28 holders, $8.4bn | 37 holders, $95.7bn |
| Q4 2024 | 29 holders, $7.4bn | 45 holders, $79.2bn |
| Q1 2025 | 32 holders, $10.8bn | 49 holders, $81.5bn |
| Q2 2025 | 32 holders, $11.2bn | 50 holders, $44.5bn |
| Q3 2025 | 28 holders, $11.2bn | 42 holders, $44.3bn |
| Q4 2025 | 27 holders, $10.7bn | 41 holders, $42.6bn |
| Q1 2026 | 24 holders, $10.3bn | 44 holders, $38.0bn |
| Q2 2026 | 26 holders, $8.2bn | 43 holders, $62.3bn |
Cencora Inc
- Holders
- 26
- Reported value
- $8.2bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 91 comparable managers.
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $62.3bn
- Buyers
- 29
- Sellers
- 24
Breadth +5 among 91 comparable managers.
Who holds both, Q2 2026
Both (21)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
Only COR (5)
Bridgewater Associates LP, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Walleye Capital LLC
Only UNH (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Moore Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, 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.