Health care services and research
Definition
Companies whose SEC Standard Industrial Classification code falls in 5122, 6324, 8000 to 8099, 8731, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $239bn
- +$51.5bn on the quarter before
- Managers listing any
- 71
- +0 on the quarter before
- Stocks listed
- 80
- +0 on the quarter before
- Buyers
- 1,218
- manager-stock pairs opening or adding
- Sellers
- 1,035
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +54 · +80 · +101 · +127 · +30 · +89 · +42 · +183
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (80 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| UNHUnitedhealth Group Inc | 48 | $62.3bn | 29 | 24 | |
| ELVElevance Health Inc Formerly | 41 | $17.9bn | 19 | 25 | |
| CIThe Cigna Group | 40 | $13.5bn | 22 | 19 | |
| HUMHumana Inc | 40 | $11.2bn | 28 | 16 | |
| MCKMckesson Corp | 36 | $10.9bn | 23 | 15 | |
| NTRANatera Inc | 35 | $10.5bn | 21 | 17 | |
| CORCencora Inc | 36 | $8.3bn | 21 | 20 | |
| CNCCentene Corp Del | 39 | $8.1bn | 20 | 19 | |
| DVADavita Inc | 31 | $7.8bn | 16 | 22 | |
| CAHCardinal Health Inc | 38 | $7.8bn | 20 | 21 | |
| HCAHca Healthcare Inc | 36 | $7.5bn | 24 | 16 | |
| ICLRIcon Pub LTD Co | 28 | $6.7bn | 19 | 16 | |
| IQVIqvia HLDGS Inc | 36 | $5.8bn | 20 | 17 | |
| GHGuardant Health Inc | 37 | $5.5bn | 25 | 13 | |
| INCYIncyte Corp | 33 | $4.7bn | 21 | 13 | |
| THCTenet Healthcare Corp | 35 | $4.3bn | 22 | 17 | |
| MOHMolina Healthcare Inc | 35 | $3.8bn | 18 | 19 | |
| CRLCharles Riv Labs Intl Inc | 24 | $3.8bn | 11 | 19 | |
| BTSGBrightspring Health SVCS Inc | 31 | $3.6bn | 19 | 14 | |
| MEDPMedpace HLDGS Inc | 25 | $3.1bn | 8 | 21 | |
| EHCEncompass Health Corp | 34 | $2.5bn | 18 | 18 | |
| DGXQuest Diagnostics Inc | 24 | $2.3bn | 11 | 16 | |
| ENSGEnsign Group Inc | 33 | $2.2bn | 23 | 11 | |
| LHLabcorp Holdings Inc | 30 | $1.9bn | 19 | 13 | |
| UHSUniversal HLTH SVCS Inc | 32 | $1.9bn | 21 | 16 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)10 of 15 · $22.8bn
- T. Rowe Price Associates Inc10 of 15 · $18.9bn
- Wellington Management Group LLP10 of 15 · $18.2bn
- Capital World Investors8 of 15 · $14.7bn
- Dodge & Cox5 of 15 · $12.8bn
- Invesco Ltd13 of 15 · $12.2bn
- MFS Investment Management8 of 15 · $8.3bn
- Arrowstreet Capital LP13 of 15 · $6.7bn
- Berkshire Hathaway Inc1 of 15 · $6.4bn
- Harris Associates LP5 of 15 · $5.8bn
- AQR Capital Management LLC9 of 15 · $5.7bn
- Capital Research Global Investors4 of 15 · $5.7bn
- AllianceBernstein LP8 of 15 · $4.6bn
- Artisan Partners LP5 of 15 · $4.5bn
- Janus Henderson Group Ltd8 of 15 · $3.3bn
- First Eagle Investment Management LLC4 of 15 · $2.9bn
- Acadian Asset Management LLC10 of 15 · $2.5bn
- Jane Street Group LLC5 of 15 · $2.1bn
- D. E. Shaw & Co.9 of 15 · $2.0bn
- Two Sigma Investments LP6 of 15 · $1.8bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.