Holders over time
- LFST
- UNH
| Quarter | LFST | UNH |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 37 holders, $71.0bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $79.4bn |
| Q1 2021 | none listed holders, n.a. | 37 holders, $81.7bn |
| Q2 2021 | 10 holders, $371m | 43 holders, $86.1bn |
| Q3 2021 | 2 holders, $26m | 38 holders, $81.3bn |
| Q4 2021 | none listed holders, n.a. | 38 holders, $104bn |
| Q1 2022 | none listed holders, n.a. | 41 holders, $105bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $107bn |
| Q3 2022 | none listed holders, n.a. | 42 holders, $102bn |
| Q4 2022 | none listed holders, n.a. | 43 holders, $116bn |
| Q1 2023 | none listed holders, n.a. | 51 holders, $90.5bn |
| Q2 2023 | 1 holders, $8.6m | 43 holders, $88.3bn |
| Q3 2023 | 1 holders, $9.9m | 43 holders, $91.0bn |
| Q4 2023 | 1 holders, $59m | 42 holders, $92.5bn |
| Q1 2024 | 1 holders, $64m | 44 holders, $82.5bn |
| Q2 2024 | 1 holders, $61m | 43 holders, $87.4bn |
| Q3 2024 | 3 holders, $84m | 37 holders, $95.7bn |
| Q4 2024 | 3 holders, $81m | 45 holders, $79.2bn |
| Q1 2025 | 1 holders, $6.6m | 49 holders, $81.5bn |
| Q2 2025 | 1 holders, $6.3m | 50 holders, $44.5bn |
| Q3 2025 | 1 holders, $7.3m | 42 holders, $44.3bn |
| Q4 2025 | 1 holders, $11m | 41 holders, $42.6bn |
| Q1 2026 | 2 holders, $22m | 44 holders, $38.0bn |
| Q2 2026 | 5 holders, $666m | 43 holders, $62.3bn |
Lifestance Health Group Inc
- Holders
- 5
- Reported value
- $666m
- Buyers
- 15
- Sellers
- 11
Breadth +4 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 (4)
Caxton Associates LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Woodline Partners LP
Only LFST (1)
Only UNH (39)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management 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, and 14 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.