Holders over time
- UNH
- HUM
| Quarter | UNH | HUM |
|---|---|---|
| Q3 2020 | 37 holders, $71.0bn | 30 holders, $18.0bn |
| Q4 2020 | 36 holders, $79.4bn | 30 holders, $17.6bn |
| Q1 2021 | 37 holders, $81.7bn | 26 holders, $17.2bn |
| Q2 2021 | 43 holders, $86.1bn | 28 holders, $18.1bn |
| Q3 2021 | 38 holders, $81.3bn | 33 holders, $16.8bn |
| Q4 2021 | 38 holders, $104bn | 29 holders, $20.3bn |
| Q1 2022 | 41 holders, $105bn | 32 holders, $17.7bn |
| Q2 2022 | 33 holders, $107bn | 29 holders, $18.1bn |
| Q3 2022 | 42 holders, $102bn | 32 holders, $17.7bn |
| Q4 2022 | 43 holders, $116bn | 31 holders, $17.2bn |
| Q1 2023 | 51 holders, $90.5bn | 31 holders, $16.7bn |
| Q2 2023 | 43 holders, $88.3bn | 28 holders, $14.2bn |
| Q3 2023 | 43 holders, $91.0bn | 35 holders, $16.5bn |
| Q4 2023 | 42 holders, $92.5bn | 34 holders, $13.3bn |
| Q1 2024 | 44 holders, $82.5bn | 37 holders, $9.8bn |
| Q2 2024 | 43 holders, $87.4bn | 34 holders, $11.3bn |
| Q3 2024 | 37 holders, $95.7bn | 28 holders, $8.4bn |
| Q4 2024 | 45 holders, $79.2bn | 19 holders, $7.3bn |
| Q1 2025 | 49 holders, $81.5bn | 26 holders, $7.3bn |
| Q2 2025 | 50 holders, $44.5bn | 24 holders, $6.7bn |
| Q3 2025 | 42 holders, $44.3bn | 17 holders, $6.5bn |
| Q4 2025 | 41 holders, $42.6bn | 14 holders, $6.5bn |
| Q1 2026 | 44 holders, $38.0bn | 14 holders, $3.8bn |
| Q2 2026 | 43 holders, $62.3bn | 25 holders, $10.6bn |
Unitedhealth Group Inc
- Holders
- 43
- Reported value
- $62.3bn
- Buyers
- 29
- Sellers
- 24
Breadth +5 among 91 comparable managers.
Humana Inc
- Holders
- 25
- Reported value
- $10.6bn
- Buyers
- 28
- Sellers
- 16
Breadth +12 among 91 comparable managers.
Who holds both, Q2 2026
Both (20)
Acadian Asset Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only UNH (23)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Farallon Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, 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.