Holders over time
- DGX
- UNH
| Quarter | DGX | UNH |
|---|---|---|
| Q3 2020 | 18 holders, $1.0bn | 37 holders, $71.0bn |
| Q4 2020 | 21 holders, $1.1bn | 36 holders, $79.4bn |
| Q1 2021 | 19 holders, $1.2bn | 37 holders, $81.7bn |
| Q2 2021 | 14 holders, $975m | 43 holders, $86.1bn |
| Q3 2021 | 17 holders, $1.1bn | 38 holders, $81.3bn |
| Q4 2021 | 17 holders, $1.5bn | 38 holders, $104bn |
| Q1 2022 | 16 holders, $812m | 41 holders, $105bn |
| Q2 2022 | 16 holders, $813m | 33 holders, $107bn |
| Q3 2022 | 16 holders, $910m | 42 holders, $102bn |
| Q4 2022 | 13 holders, $1.1bn | 43 holders, $116bn |
| Q1 2023 | 17 holders, $989m | 51 holders, $90.5bn |
| Q2 2023 | 16 holders, $1.3bn | 43 holders, $88.3bn |
| Q3 2023 | 15 holders, $1.1bn | 43 holders, $91.0bn |
| Q4 2023 | 11 holders, $1.2bn | 42 holders, $92.5bn |
| Q1 2024 | 10 holders, $777m | 44 holders, $82.5bn |
| Q2 2024 | 13 holders, $1.2bn | 43 holders, $87.4bn |
| Q3 2024 | 11 holders, $1.7bn | 37 holders, $95.7bn |
| Q4 2024 | 9 holders, $1.6bn | 45 holders, $79.2bn |
| Q1 2025 | 10 holders, $1.8bn | 49 holders, $81.5bn |
| Q2 2025 | 10 holders, $2.4bn | 50 holders, $44.5bn |
| Q3 2025 | 13 holders, $2.5bn | 42 holders, $44.3bn |
| Q4 2025 | 10 holders, $1.5bn | 41 holders, $42.6bn |
| Q1 2026 | 9 holders, $1.6bn | 44 holders, $38.0bn |
| Q2 2026 | 7 holders, $1.6bn | 43 holders, $62.3bn |
Quest Diagnostics Inc
- Holders
- 7
- Reported value
- $1.6bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 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 (7)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, First Eagle Investment Management LLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only DGX (0)
None.
Only UNH (36)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, 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, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, 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.