Holders over time
- ELV
- UNH
| Quarter | ELV | UNH |
|---|---|---|
| Q3 2020 | 30 holders, $15.0bn | 37 holders, $71.0bn |
| Q4 2020 | 29 holders, $16.7bn | 36 holders, $79.4bn |
| Q1 2021 | 25 holders, $18.6bn | 37 holders, $81.7bn |
| Q2 2021 | 30 holders, $19.4bn | 43 holders, $86.1bn |
| Q3 2021 | 26 holders, $18.5bn | 38 holders, $81.3bn |
| Q4 2021 | 29 holders, $23.3bn | 38 holders, $104bn |
| Q1 2022 | 31 holders, $23.9bn | 41 holders, $105bn |
| Q2 2022 | 32 holders, $23.3bn | 33 holders, $107bn |
| Q3 2022 | 34 holders, $22.6bn | 42 holders, $102bn |
| Q4 2022 | 34 holders, $25.5bn | 43 holders, $116bn |
| Q1 2023 | 39 holders, $22.5bn | 51 holders, $90.5bn |
| Q2 2023 | 38 holders, $20.6bn | 43 holders, $88.3bn |
| Q3 2023 | 34 holders, $19.8bn | 43 holders, $91.0bn |
| Q4 2023 | 36 holders, $20.3bn | 42 holders, $92.5bn |
| Q1 2024 | 35 holders, $21.3bn | 44 holders, $82.5bn |
| Q2 2024 | 33 holders, $22.1bn | 43 holders, $87.4bn |
| Q3 2024 | 30 holders, $20.2bn | 37 holders, $95.7bn |
| Q4 2024 | 32 holders, $15.9bn | 45 holders, $79.2bn |
| Q1 2025 | 28 holders, $17.1bn | 49 holders, $81.5bn |
| Q2 2025 | 27 holders, $14.8bn | 50 holders, $44.5bn |
| Q3 2025 | 27 holders, $12.7bn | 42 holders, $44.3bn |
| Q4 2025 | 25 holders, $17.0bn | 41 holders, $42.6bn |
| Q1 2026 | 26 holders, $13.6bn | 44 holders, $38.0bn |
| Q2 2026 | 28 holders, $17.7bn | 43 holders, $62.3bn |
Elevance Health Inc Formerly
- Holders
- 28
- Reported value
- $17.7bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 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)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP
Only ELV (7)
Baillie Gifford & Co, Baupost Group LLC, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, MFS Investment Management, PDT Partners LLC
Only UNH (22)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, 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.