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ENSG · UNH in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ENSGUNH
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ENSG
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterENSGUNH
Q3 20202 holders, $3.8m37 holders, $71.0bn
Q4 20203 holders, $38m36 holders, $79.4bn
Q1 20211 holders, $31m37 holders, $81.7bn
Q2 2021none listed holders, n.a.43 holders, $86.1bn
Q3 20211 holders, $2.3m38 holders, $81.3bn
Q4 20211 holders, $4.8m38 holders, $104bn
Q1 20221 holders, $6.8m41 holders, $105bn
Q2 20223 holders, $12m33 holders, $107bn
Q3 20223 holders, $8.9m42 holders, $102bn
Q4 20223 holders, $55m43 holders, $116bn
Q1 20233 holders, $141m51 holders, $90.5bn
Q2 20234 holders, $182m43 holders, $88.3bn
Q3 20234 holders, $228m43 holders, $91.0bn
Q4 20233 holders, $301m42 holders, $92.5bn
Q1 20244 holders, $325m44 holders, $82.5bn
Q2 20244 holders, $320m43 holders, $87.4bn
Q3 20248 holders, $518m37 holders, $95.7bn
Q4 20247 holders, $470m45 holders, $79.2bn
Q1 20259 holders, $463m49 holders, $81.5bn
Q2 20257 holders, $696m50 holders, $44.5bn
Q3 20257 holders, $1.2bn42 holders, $44.3bn
Q4 20258 holders, $1.5bn41 holders, $42.6bn
Q1 20268 holders, $1.8bn44 holders, $38.0bn
Q2 20268 holders, $1.4bn43 holders, $62.3bn
ENSG

Ensign Group Inc

Holders
8
Reported value
$1.4bn
Buyers
23
Sellers
11

Breadth +12 among 91 comparable managers.

Health care services and research
UNH

Unitedhealth Group Inc

Holders
43
Reported value
$62.3bn
Buyers
29
Sellers
24

Breadth +5 among 91 comparable managers.

Health care services and researchManaged care

Who holds both, Q2 2026

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ENSG (1)

Baillie Gifford & Co

Only UNH (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, 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, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, 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.

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