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OPCH · 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.

OPCHUNH
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.
  • OPCH
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterOPCHUNH
Q3 20201 holders, $9.8m37 holders, $71.0bn
Q4 20206 holders, $28m36 holders, $79.4bn
Q1 20215 holders, $26m37 holders, $81.7bn
Q2 20214 holders, $38m43 holders, $86.1bn
Q3 20217 holders, $302m38 holders, $81.3bn
Q4 20217 holders, $897m38 holders, $104bn
Q1 202210 holders, $967m41 holders, $105bn
Q2 20228 holders, $996m33 holders, $107bn
Q3 20229 holders, $782m42 holders, $102bn
Q4 20227 holders, $658m43 holders, $116bn
Q1 202311 holders, $984m51 holders, $90.5bn
Q2 202314 holders, $719m43 holders, $88.3bn
Q3 202313 holders, $694m43 holders, $91.0bn
Q4 202311 holders, $562m42 holders, $92.5bn
Q1 20248 holders, $503m44 holders, $82.5bn
Q2 20248 holders, $419m43 holders, $87.4bn
Q3 20249 holders, $608m37 holders, $95.7bn
Q4 20248 holders, $557m45 holders, $79.2bn
Q1 202511 holders, $914m49 holders, $81.5bn
Q2 20259 holders, $936m50 holders, $44.5bn
Q3 20258 holders, $748m42 holders, $44.3bn
Q4 20255 holders, $844m41 holders, $42.6bn
Q1 20266 holders, $724m44 holders, $38.0bn
Q2 20267 holders, $519m43 holders, $62.3bn
OPCH

Option Care Health Inc

Holders
7
Reported value
$519m
Buyers
17
Sellers
17

Breadth 0 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 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OPCH (3)

Durable Capital Partners LP, GAMCO Investors Inc, Holocene Advisors LP

Only UNH (39)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, 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.

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