CNC in the 13F filings
Centene Corp Del · CUSIP 15135B101
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 28
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 26 listed it in both
- Shares listed
- 129,176,725
- combined, among listed positions
- Reported value
- $7.8bn
- combined, at the quarter end
Among the 95 comparable managers: 20 buyers (opened or added shares) and 10 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 Q1 2025
28 of 28 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 26,627,525 shares now+5,198,363
- AQR Capital Management LLCexisting position · 11,049,494 shares now+3,306,796
- Two Sigma Advisers LPexisting position · 3,305,876 shares now+1,995,700
- Two Sigma Investments LPexisting position · 3,556,336 shares now+1,310,825
- Man Group PLCexisting position · 2,072,234 shares now+1,259,228
Reductions
- Wellington Management Group LLPexisting position · 9,807,993 shares now-5,526,746
- Harris Associates LPexisting position · 21,135,939 shares now-4,264,187
- Millennium Management LLCexisting position · 2,424,439 shares now-3,703,667
- Capital World Investorsexisting position · 14,909,941 shares now-2,594,306
- T. Rowe Price Associates Incexisting position · 3,364,393 shares now-406,033
New positions and exits
New (0)
No new position among listed positions.
Exited (2)
- Freestone Grove Partners LPwas $71m
- Maverick Capital Ltdwas $57m
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 →