Centene Corp
CNC- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001071739
In the last 90 days, Centene Corp insiders filed 0 open-market purchases and 2 sales; 1,009 institutions reported holding it in 13F filings for Q2 2026, worth $31.0B in total; superinvestors Harris Associates (Oakmark) and Greenlight Capital hold it.
Key figures
- Market capClose on Nov 9, 2026
- $33.9B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $6.89M in total
- 2
- 13F holdersQ2 2026, +148 vs. previous quarter
- 1,009
- 13F valueReported value at the end of Q2 2026
- $31.0B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $194.8B
- +19.4% year over year
- Net income, FY2025
- -$6.67B
- −301.9% year over year
- Free cash flow, FY2025
- $4.32B
- No comparable prior period
- Revenue, Q3 FY2026
- $50.6B
- +1.9% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 10.9M
- Shares sold short
- Change
- +422.1K
- +4.0% vs. previous
- Days to cover
- 2.53
- At average daily volume
Superinvestors holding CNC, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Centene Corp on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
1.0%
Centene Corp's share of the portfolio
- Shares
- 11,124,640
- Value
- $714.1M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Centene Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2026 (view filing)4:45 PM ET | Aug 26 | 1 day | Koster ChristopherSecretary & General Counsel | SSale | −56.5K | $66.90 | −$3.78M | −18.5%248.9K after | |
| Aug 19, 2026 (view filing)4:45 PM ET | Aug 18 | 1 day | Koster ChristopherSecretary & General Counsel | SSale | −47.6K | $65.36 | −$3.11M | −13.5%305.4K after | |
| Jun 11, 2026 (view filing) | Jun 10 | 1 day | Burdick Kenneth ADirector | SSale | −80.0K | $64.55 | −$5.16M | −28.9%197.1K after | |
| Dec 5, 2025 (view filing) | Dec 3-4 | 2 days | Burdick Kenneth ADirector | SSale | −66.0K | $39.02 | −$2.58M | −19.5%272.4K after | 2 lots |
| Aug 11, 2025 (view filing) | Aug 8 | 3 days | London SarahChief Executive Officer | PPurchase | +19.2K | $25.50 | +$490.4K | +2.3%845.3K after | |
| Jul 29, 2025 (view filing) | Jul 28 | 1 day | Samuels Theodore R. IIDirector | PPurchase | +9.00K | $27.62 | +$248.6K | +39.1%32.0K after | |
| Dec 19, 2024 (view filing) | Dec 18 | 1 day | Greco ThomasDirector | PPurchase | +17.0K | $59.75 | +$1.02M | +736.2%19.3K after | |
| Dec 17, 2024 (view filing) | Dec 16 | 1 day | Dallas H JamesDirector | PPurchase | +1.69K | $59.01 | +$99.9K | New position1.69K after | |
| Dec 17, 2024 (view filing) | Dec 16 | 1 day | Blume Jessica L.Director | PPurchase | +250 | $59.48 | +$14.9K | New position250 after | |
| Dec 17, 2024 (view filing) | Dec 16 | 1 day | Coughlin Christopher JDirector | PPurchase | +10.0K | $59.44 | +$594.4K | +37.9%36.4K after |
Top 10 13F holders, Q2 2026
See all 1,009 holdersThe largest institutional positions in Centene Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 41,446,046 | $2.66B | 0.04% | +1,623,647+4.1% | Added |
| Vanguard Capital Management LLC | 31,478,140 | $2.02B | 0.04% | +244,075+0.8% | Added |
| AQR Capital Management LLC | 28,678,701 | $1.84B | 0.64% | −4,935,086−14.7% | Reduced |
| Vanguard Portfolio Management LLC | 22,352,704 | $1.43B | 0.06% | +723,167+3.3% | Added |
| State Street Corp | 21,965,370 | $1.41B | 0.04% | +319,242+1.5% | Added |
| Geode Capital Management, LLC | 13,309,729 | $854.0M | 0.05% | +322,217+2.5% | Added |
| Wellington Management Group LLP | 13,301,215 | $853.8M | 0.15% | +10,757,914+423.0% | Added |
| Ameriprise Financial Inc | 12,419,397 | $798.2M | 0.16% | +2,291,199+22.6% | Added |
| Invesco Ltd. | 11,179,844 | $717.6M | 0.06% | +563,673+5.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,124,640 | $714.1M | 0.95% | −2,969,891−21.1% | Reduced |
Holders of 5% or more of CNC
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Centene Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 7.70%38.2M shares | – | Oct 22, 20243 filings | Jul 16, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.30%35.9M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| AQR Capital Management LLC | 13G | 6.47%31.8M shares | New | Feb 13, 20261 filing | Feb 13, 2026 | SEC |
Politician trades
All politician trades in CNC12 members of Congress reported 48 trades in Centene Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jan 13, 2026 |  Julia Letlow House · LA | Buy | $1K-$15K |
| Jan 13, 2026 | Julia Letlow House · LA | Sell | $1K-$15K |
| Sep 12, 2025 |  Val T. Hoyle House · OR | Buy | $1K-$15K |
| Sep 12, 2025 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Sep 3, 2025 |  Tim Moore House · NC | Buy | $15K-$50K |
House · LA · Jan 13, 2026
Buy$1K-$15K
House · LA · Jan 13, 2026
Sell$1K-$15K
House · OR · Sep 12, 2025
Buy$1K-$15K
House · CA · Sep 12, 2025
Buy$1K-$15K
House · NC · Sep 3, 2025
Buy$15K-$50K