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← Glenview Capital Management LLC, latest filing

What Glenview Capital Management LLC changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$5.5bn

$10.9bn at Q2 2013

Positions

45

61 at Q2 2013

Top ten weight

61%

46% at Q2 2013

Typical quarterly turnover

about 15%

Estimated from share changes

Reported book by quarter
$0$13bn$25bnQ2 2013: $10.9bnQ3 2013: $11.9bnQ4 2013: $14.0bnQ1 2014: $15.3bn14Q2 2014: $17.3bnQ3 2014: $19.1bnQ4 2014: $20.0bnQ1 2015: $21.9bn15Q2 2015: $25.3bnQ3 2015: $20.2bnQ4 2015: $17.8bnQ1 2016: $13.7bn16Q2 2016: $14.1bnQ3 2016: $14.0bnQ4 2016: $14.8bnQ1 2017: $15.1bn17Q2 2017: $15.4bnQ3 2017: $17.2bnQ4 2017: $18.5bnQ1 2018: $17.1bn18Q2 2018: $14.7bnQ3 2018: $15.7bnQ4 2018: $10.3bnQ1 2019: $11.2bn19Q2 2019: $11.0bnQ3 2019: $9.5bnQ4 2019: $11.4bnQ1 2020: $3.7bn20Q2 2020: $3.6bnQ3 2020: $3.2bnQ4 2020: $4.4bnQ1 2021: $5.9bn21Q2 2021: $6.0bnQ3 2021: $5.5bnQ4 2021: $4.7bnQ1 2022: $4.9bn22Q2 2022: $4.0bnQ3 2022: $4.0bnQ4 2022: $4.5bnQ1 2023: $4.6bn23Q2 2023: $4.4bnQ3 2023: $4.4bnQ4 2023: $4.7bnQ1 2024: $5.7bn24Q2 2024: $5.1bnQ3 2024: $5.2bnQ4 2024: $4.0bnQ1 2025: $4.1bn25Q2 2025: $3.6bnQ3 2025: $4.5bnQ4 2025: $4.9bnQ1 2026: $4.0bn26Q2 2026: $5.5bn
  • Q2 2013: $10.9bn
  • Q3 2013: $11.9bn
  • Q4 2013: $14.0bn
  • Q1 2014: $15.3bn
  • Q2 2014: $17.3bn
  • Q3 2014: $19.1bn
  • Q4 2014: $20.0bn
  • Q1 2015: $21.9bn
  • Q2 2015: $25.3bn
  • Q3 2015: $20.2bn
  • Q4 2015: $17.8bn
  • Q1 2016: $13.7bn
  • Q2 2016: $14.1bn
  • Q3 2016: $14.0bn
  • Q4 2016: $14.8bn
  • Q1 2017: $15.1bn
  • Q2 2017: $15.4bn
  • Q3 2017: $17.2bn
  • Q4 2017: $18.5bn
  • Q1 2018: $17.1bn
  • Q2 2018: $14.7bn
  • Q3 2018: $15.7bn
  • Q4 2018: $10.3bn
  • Q1 2019: $11.2bn
  • Q2 2019: $11.0bn
  • Q3 2019: $9.5bn
  • Q4 2019: $11.4bn
  • Q1 2020: $3.7bn
  • Q2 2020: $3.6bn
  • Q3 2020: $3.2bn
  • Q4 2020: $4.4bn
  • Q1 2021: $5.9bn
  • Q2 2021: $6.0bn
  • Q3 2021: $5.5bn
  • Q4 2021: $4.7bn
  • Q1 2022: $4.9bn
  • Q2 2022: $4.0bn
  • Q3 2022: $4.0bn
  • Q4 2022: $4.5bn
  • Q1 2023: $4.6bn
  • Q2 2023: $4.4bn
  • Q3 2023: $4.4bn
  • Q4 2023: $4.7bn
  • Q1 2024: $5.7bn
  • Q2 2024: $5.1bn
  • Q3 2024: $5.2bn
  • Q4 2024: $4.0bn
  • Q1 2025: $4.1bn
  • Q2 2025: $3.6bn
  • Q3 2025: $4.5bn
  • Q4 2025: $4.9bn
  • Q1 2026: $4.0bn
  • Q2 2026: $5.5bn
Share of the book in the ten largest positions
0%34%68%Q2 2013: 46%Q3 2013: 41%Q4 2013: 40%Q1 2014: 42%14Q2 2014: 42%Q3 2014: 40%Q4 2014: 38%Q1 2015: 36%15Q2 2015: 38%Q3 2015: 40%Q4 2015: 51%Q1 2016: 57%16Q2 2016: 59%Q3 2016: 55%Q4 2016: 52%Q1 2017: 51%17Q2 2017: 50%Q3 2017: 49%Q4 2017: 44%Q1 2018: 43%18Q2 2018: 43%Q3 2018: 41%Q4 2018: 55%Q1 2019: 52%19Q2 2019: 52%Q3 2019: 52%Q4 2019: 55%Q1 2020: 60%20Q2 2020: 59%Q3 2020: 67%Q4 2020: 60%Q1 2021: 57%21Q2 2021: 48%Q3 2021: 50%Q4 2021: 56%Q1 2022: 54%22Q2 2022: 60%Q3 2022: 61%Q4 2022: 59%Q1 2023: 60%23Q2 2023: 66%Q3 2023: 59%Q4 2023: 66%Q1 2024: 64%24Q2 2024: 63%Q3 2024: 64%Q4 2024: 65%Q1 2025: 67%25Q2 2025: 68%Q3 2025: 65%Q4 2025: 60%Q1 2026: 61%26Q2 2026: 61%
  • Q2 2013: 46%
  • Q3 2013: 41%
  • Q4 2013: 40%
  • Q1 2014: 42%
  • Q2 2014: 42%
  • Q3 2014: 40%
  • Q4 2014: 38%
  • Q1 2015: 36%
  • Q2 2015: 38%
  • Q3 2015: 40%
  • Q4 2015: 51%
  • Q1 2016: 57%
  • Q2 2016: 59%
  • Q3 2016: 55%
  • Q4 2016: 52%
  • Q1 2017: 51%
  • Q2 2017: 50%
  • Q3 2017: 49%
  • Q4 2017: 44%
  • Q1 2018: 43%
  • Q2 2018: 43%
  • Q3 2018: 41%
  • Q4 2018: 55%
  • Q1 2019: 52%
  • Q2 2019: 52%
  • Q3 2019: 52%
  • Q4 2019: 55%
  • Q1 2020: 60%
  • Q2 2020: 59%
  • Q3 2020: 67%
  • Q4 2020: 60%
  • Q1 2021: 57%
  • Q2 2021: 48%
  • Q3 2021: 50%
  • Q4 2021: 56%
  • Q1 2022: 54%
  • Q2 2022: 60%
  • Q3 2022: 61%
  • Q4 2022: 59%
  • Q1 2023: 60%
  • Q2 2023: 66%
  • Q3 2023: 59%
  • Q4 2023: 66%
  • Q1 2024: 64%
  • Q2 2024: 63%
  • Q3 2024: 64%
  • Q4 2024: 65%
  • Q1 2025: 67%
  • Q2 2025: 68%
  • Q3 2025: 65%
  • Q4 2025: 60%
  • Q1 2026: 61%
  • Q2 2026: 61%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Global PMTS Inc(GPN)Q3 2013$646mQ2 2026$646m
CVS Health Corp(CVS)Q3 2017$809mQ1 2025$499m
Tenet Healthcare Corp(THC)Q2 2013$856mQ2 2015$418m
Thermo Fisher Scientific Inc(TMO)Q2 2013$1.4bnQ4 2014$314m
Amazon Com Inc(AMZN)Q4 2020$303mQ2 2026$303m
iShares Russell 2000 ETF(IWM)Q2 2023$319mQ4 2023$276m
Agilent Technologies Inc(A)Q3 2015$262mQ2 2026$262m
Danaher Corp Del(DHR)Q3 2014$429mQ4 2014$218m
Facebook Inc(META)Class AQ1 2018$201mQ2 2026$201m
Spdr S&P 500 Etf Trust(SPY)Q4 2022$532mQ2 2023$194m
Advanced Micro Devices Inc(AMD)Q4 2025$173mQ2 2026$173m
Teva Pharmaceutical Inds LTD(TEVA)Sponsored ADSQ4 2023$522mQ4 2025$172m
Monsanto Co NewQ3 2013$1.4bnQ4 2015Soldlast listed Q4 2017
Hca Holdings Inc(HCA)Q2 2013$1.3bnQ4 2016Soldlast listed Q2 2024
Dowdupont IncQ3 2017$1.1bnQ3 2017Soldlast listed Q4 2018
F M C Corp(FMC)Q1 2015$1.0bnQ3 2017Soldlast listed Q4 2024
Cigna CorporationQ2 2013$1.0bnQ4 2015Soldlast listed Q3 2018
Flextronics Intl LTD(FLEX)Q2 2013$952mQ1 2015Soldlast listed Q2 2023
Shire PLCSponsored ADRQ1 2017$899mQ3 2017Soldlast listed Q4 2018
Dow Chem CoQ3 2014$897mQ2 2017Soldlast listed Q2 2017

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q4 2018: $10.3bn across 50 positions

Against Q3 2018: 6 new, 16 added to, 26 trimmed, 13 sold out, across all 50 positions.

Turnover about 14% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Shire PLC+$263m
  • Alphabet Inc (GOOGL)+$88m
  • Hologic Inc (HOLX)+$66m
  • DXC Technology Co (DXC)+$42m
  • CVS Health Corp (CVS)+$36m
  • Lyondellbasell Industries N (LYB)+$34m
  • Bausch Health Cos Inc (BHC)+$31m
  • Hca Holdings Inc (HCA)+$6.5m

Largest reductions

  • Allergan PLC-$290m
  • Fedex Corp (FDX)-$281m
  • Thermo Fisher Scientific Inc (TMO)-$276m
  • Aramark (ARMK)-$272m
  • Walgreens Boots Alliance Inc-$217m
  • Endo Intl PLC-$186m
  • Dowdupont Inc-$184m
  • eBay Inc (EBAY)-$180m

Opened

  • Cigna Corp New (CI)$516m

Sold out

  • Express Scripts HLDG Cowas $817m
  • Aetna Inc Newwas $732m
  • Newell Brands Inc (NWL)was $394m
  • Cigna Corporationwas $256m
  • Charter Communications Inc N (CHTR)was $204m
  • Symantec Corpwas $134m
  • Fortune Brands Home & Sec In (FBIN)was $128m
  • Dollar Tree Inc (DLTR)was $98m

Largest positions, Q4 2018

The largest 25 of 50 reported positions.

PositionValueWeightOn the quarter
Shire PLC$794m7.7%Added
F M C Corp (FMC)$659m6.4%Added
Iqvia HLDGS Inc (IQV)$623m6.0%Added
Hca Holdings Inc (HCA)$610m5.9%Added
CVS Health Corp (CVS)$556m5.4%Added
Cigna Corp New (CI)$516m5.0%New
Mckesson Corp (MCK)$499m4.8%Trimmed
DXC Technology Co (DXC)$490m4.7%Added
Alphabet Inc (GOOGL)$466m4.5%Added
Dowdupont Inc$461m4.5%Trimmed
First Data Corp New$436m4.2%Added
Hologic Inc (HOLX)$407m3.9%Added
Tenet Healthcare Corp (THC)$307m3.0%Held
Thermo Fisher Scientific Inc (TMO)$263m2.6%Trimmed
Anthem Inc (ELV)$229m2.2%Trimmed
Universal HLTH SVCS Inc (UHS)$229m2.2%Trimmed
eBay Inc (EBAY)$202m2.0%Trimmed
Williams Cos Inc Del (WMB)$194m1.9%Added
CBS Corp New$179m1.7%Trimmed
Nvent Electric PLC (NVT)$150m1.4%Added
Meritor Inc$140m1.4%Trimmed
Microsoft Corp (MSFT)$127m1.2%Trimmed
Bausch Health Cos Inc (BHC)$122m1.2%Added
Flextronics Intl LTD (FLEX)$119m1.2%Trimmed
Liberty Global PLC$109m1.1%Trimmed

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Capital Research Global Investors14%18Compare
Tiger Global Management LLC14%7Compare
Holocene Advisors LPat least 13%21Compare
Maverick Capital Ltd13%15Compare
Appaloosa LP13%4Compare
Altimeter Capital Management LP12%4Compare
Dodge & Cox12%16Compare
T. Rowe Price Associates Incat least 12%27Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Glenview Capital Management LLC$5.5bn13F-HR
Q1 2026Glenview Capital Management LLC$4.0bn13F-HR
Q4 2025Glenview Capital Management LLC$4.9bn13F-HR
Q3 2025Glenview Capital Management LLC$4.5bn13F-HR
Q2 2025Glenview Capital Management LLC$3.6bn13F-HR
Q1 2025Glenview Capital Management LLC$4.1bn13F-HR
Q4 2024Glenview Capital Management LLC$4.0bn13F-HR
Q3 2024Glenview Capital Management LLC$5.2bn13F-HR
Q2 2024Glenview Capital Management LLC$5.1bn13F-HR
Q1 2024Glenview Capital Management LLC$5.7bn13F-HR
Q4 2023Glenview Capital Management LLC$4.7bn13F-HR
Q3 2023Glenview Capital Management LLC$4.4bn13F-HR
Q2 2023Glenview Capital Management LLC$4.4bn13F-HR
Q1 2023Glenview Capital Management LLC$4.6bn13F-HR
Q4 2022Glenview Capital Management LLC$4.5bn13F-HR
Q3 2022Glenview Capital Management LLC$4.0bn13F-HR
Q2 2022Glenview Capital Management LLC$4.0bn13F-HR
Q1 2022Glenview Capital Management LLC$4.9bn13F-HR
Q4 2021Glenview Capital Management LLC$4.7bn13F-HR
Q3 2021Glenview Capital Management LLC$5.5bn113F-HR
Q2 2021Glenview Capital Management LLC$6.0bn13F-HR
Q1 2021Glenview Capital Management LLC$5.9bn13F-HR
Q4 2020Glenview Capital Management LLC$4.4bn13F-HR
Q3 2020Glenview Capital Management LLC$3.2bn13F-HR
Q2 2020Glenview Capital Management LLC$3.6bn13F-HR
Q1 2020Glenview Capital Management LLC$3.7bn13F-HR
Q4 2019Glenview Capital Management LLC$11.4bn13F-HR
Q3 2019Glenview Capital Management LLC$9.5bn13F-HR
Q2 2019Glenview Capital Management LLC$11.0bn13F-HR
Q1 2019Glenview Capital Management LLC$11.2bn13F-HR
Q4 2018Glenview Capital Management LLC$10.3bn13F-HR
Q3 2018Glenview Capital Management LLC$15.7bn13F-HR
Q2 2018Glenview Capital Management LLC$14.7bn13F-HR
Q1 2018Glenview Capital Management LLC$17.1bn13F-HR
Q4 2017Glenview Capital Management LLC$18.5bn13F-HR
Q3 2017Glenview Capital Management LLC$17.2bn13F-HR
Q2 2017Glenview Capital Management LLC$15.4bn13F-HR
Q1 2017Glenview Capital Management LLC$15.1bn13F-HR
Q4 2016Glenview Capital Management LLC$14.8bn13F-HR
Q3 2016Glenview Capital Management LLC$14.0bn13F-HR
Q2 2016Glenview Capital Management LLC$14.1bn13F-HR
Q1 2016Glenview Capital Management LLC$13.7bn13F-HR
Q4 2015Glenview Capital Management LLC$17.8bn13F-HR
Q3 2015Glenview Capital Management LLC$20.2bn13F-HR
Q2 2015Glenview Capital Management LLC$25.3bn13F-HR
Q1 2015Glenview Capital Management LLC$21.9bn13F-HR
Q4 2014Glenview Capital Management LLC$20.0bn13F-HR
Q3 2014Glenview Capital Management LLC$19.1bn13F-HR
Q2 2014Glenview Capital Management LLC$17.3bn13F-HR
Q1 2014Glenview Capital Management LLC$15.3bn13F-HR
Q4 2013Glenview Capital Management LLC$14.0bn13F-HR
Q3 2013Glenview Capital Management LLC$11.9bn13F-HR
Q2 2013Glenview Capital Management LLC$10.9bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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