CNC in the 13F filings
Centene Corp Del · CUSIP 15135B101
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Aug 2025
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 26
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 24 listed it in both
- Shares listed
- 122,908,127
- combined, among listed positions
- Reported value
- $6.7bn
- combined, at the quarter end
Among the 95 comparable managers: 15 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CNC in Q2 2025
26 of 26 holders
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 17,732,715 shares now+2,822,774
- Invesco Ltdexisting position · 11,725,910 shares now+633,946
- Acadian Asset Management LLCexisting position · 752,276 shares now+557,139
- Arrowstreet Capital LPexisting position · 6,604,382 shares now+406,226
- Fidelity (FMR LLC)existing position · 26,920,525 shares now+293,000
Reductions
- AQR Capital Management LLCexisting position · 8,298,682 shares now-2,750,812
- Wellington Management Group LLPexisting position · 7,416,818 shares now-2,391,175
- Harris Associates LPexisting position · 20,418,731 shares now-717,208
- Two Sigma Investments LPexisting position · 3,152,229 shares now-404,107
- Tudor Investment Corpexisting position · 323,481 shares now-352,404
New positions and exits
New (0)
No new position among listed positions.
Exited (3)
- Glenview Capital Management LLCwas $79m
- Holocene Advisors LPwas $74m
- Marshall Wace LLPwas $43m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 5 | $123m | n.a. | n.a. |
| Q3 2013 | 3 | $115m | n.a. | n.a. |
| Q4 2013 | 6 | $138m | n.a. | n.a. |
| Q1 2014 | 5 | $195m | n.a. | n.a. |
| Q2 2014 | 7 | $299m | n.a. | n.a. |
| Q3 2014 | 10 | $392m | n.a. | n.a. |
| Q4 2014 | 8 | $712m | n.a. | n.a. |
| Q1 2015 | 11 | $1.2bn | n.a. | n.a. |
| Q2 2015 | 10 | $1.5bn | n.a. | n.a. |
| Q3 2015 | 14 | $1.0bn | n.a. | n.a. |
| Q4 2015 | 13 | $1.4bn | n.a. | n.a. |
| Q1 2016 | 19 | $1.5bn | n.a. | n.a. |
| Q2 2016 | 12 | $1.6bn | n.a. | n.a. |
| Q3 2016 | 6 | $1.8bn | n.a. | n.a. |
| Q4 2016 | 14 | $1.8bn | n.a. | n.a. |
| Q1 2017 | 18 | $2.4bn | n.a. | n.a. |
| Q2 2017 | 13 | $2.4bn | n.a. | n.a. |
| Q3 2017 | 12 | $2.5bn | n.a. | n.a. |
| Q4 2017 | 15 | $3.0bn | n.a. | n.a. |
| Q1 2018 | 20 | $3.0bn | n.a. | n.a. |
| Q2 2018 | 23 | $6.1bn | n.a. | n.a. |
| Q3 2018 | 27 | $6.7bn | n.a. | n.a. |
| Q4 2018 | 24 | $5.6bn | n.a. | n.a. |
| Q1 2019 | 27 | $5.4bn | n.a. | n.a. |
| Q2 2019 | 26 | $6.4bn | n.a. | n.a. |
| Q3 2019 | 22 | $6.0bn | n.a. | n.a. |
| Q4 2019 | 21 | $10.0bn | n.a. | n.a. |
| Q1 2020 | 24 | $11.9bn | n.a. | n.a. |
| Q2 2020 | 27 | $12.7bn | n.a. | n.a. |
| Q3 2020 | 19 | $10.6bn | n.a. | n.a. |
| Q4 2020 | 21 | $10.1bn | n.a. | n.a. |
| Q1 2021 | 25 | $9.9bn | n.a. | n.a. |
| Q2 2021 | 19 | $12.0bn | n.a. | n.a. |
| Q3 2021 | 19 | $9.9bn | n.a. | n.a. |
| Q4 2021 | 18 | $13.5bn | n.a. | n.a. |
| Q1 2022 | 19 | $14.0bn | n.a. | n.a. |
| Q2 2022 | 22 | $13.8bn | n.a. | n.a. |
| Q3 2022 | 25 | $12.8bn | n.a. | n.a. |
| Q4 2022 | 25 | $12.8bn | n.a. | n.a. |
| Q1 2023 | 30 | $9.8bn | n.a. | n.a. |
| Q2 2023 | 31 | $9.8bn | n.a. | n.a. |
| Q3 2023 | 32 | $9.1bn | n.a. | n.a. |
| Q4 2023 | 24 | $10.1bn | 11 | 14 |
| Q1 2024 | 19 | $10.8bn | 7 | 11 |
| Q2 2024 | 22 | $9.2bn | 12 | 11 |
| Q3 2024 | 23 | $9.3bn | 12 | 11 |
| Q4 2024 | 32 | $8.4bn | 23 | 10 |
| Q1 2025 | 28 | $7.8bn | 20 | 10 |
| Q2 2025 | 26 | $6.7bn | 15 | 14 |
| Q3 2025 | 20 | $3.1bn | 14 | 8 |
| Q4 2025 | 30 | $4.5bn | 21 | 20 |
| Q1 2026 | 22 | $3.8bn | 22 | 20 |
| Q2 2026 | 27 | $7.6bn | 20 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CNC and UNH →CNC and ELV →CNC and CI →Choose a stock to compare with CNC →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CNC, latest filings →Back to the 13F Explorer →