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SHC · 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.

SHCUNH
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.
  • SHC
  • UNH
0204060202120222023202420252026
Holders and value by quarter
QuarterSHCUNH
Q3 2020none listed holders, n.a.37 holders, $71.0bn
Q4 20208 holders, $254m36 holders, $79.4bn
Q1 20217 holders, $177m37 holders, $81.7bn
Q2 20214 holders, $124m43 holders, $86.1bn
Q3 20211 holders, $53m38 holders, $81.3bn
Q4 20212 holders, $48m38 holders, $104bn
Q1 20222 holders, $80m41 holders, $105bn
Q2 20222 holders, $30m33 holders, $107bn
Q3 20222 holders, $1.2m42 holders, $102bn
Q4 20221 holders, $28m43 holders, $116bn
Q1 20232 holders, $65m51 holders, $90.5bn
Q2 20232 holders, $119m43 holders, $88.3bn
Q3 20233 holders, $137m43 holders, $91.0bn
Q4 20233 holders, $198m42 holders, $92.5bn
Q1 20246 holders, $332m44 holders, $82.5bn
Q2 20246 holders, $348m43 holders, $87.4bn
Q3 20246 holders, $493m37 holders, $95.7bn
Q4 20245 holders, $245m45 holders, $79.2bn
Q1 20253 holders, $182m49 holders, $81.5bn
Q2 20254 holders, $162m50 holders, $44.5bn
Q3 20254 holders, $237m42 holders, $44.3bn
Q4 20256 holders, $389m41 holders, $42.6bn
Q1 20266 holders, $366m44 holders, $38.0bn
Q2 20266 holders, $720m43 holders, $62.3bn
SHC

Sotera Health Co

Holders
6
Reported value
$720m
Buyers
13
Sellers
14

Breadth -1 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SHC (2)

Greenlight Capital, Sachem Head Capital Management LP

Only UNH (39)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, 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), First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, 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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