Centene Corp
CNC- 交易所
- NYSE
- 產業
- Hospital & Medical Service Plans
- SEC CIK
- 0001071739
近 90 天，Centene Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 1,006 家機構在 13F 申報持有，市值合計 $310.1 億；Oakmark（Harris Associates）和綠光資本兩位大師持有。
2022 年第 1 季 13F 持有人
Centene Corp 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 830
- 較 2021 年第 4 季 +23 家
- 持有股數
- 5.52 億
- 較 2021 年第 4 季 +471.5 萬 (+0.9%)
- 總市值
- $464.4 億
- 較 2021 年第 4 季 +$13.8 億 (+3.1%)
- 新進機構
- 91
- 另有 326 家加碼
- 清倉機構
- 68
- 另有 295 家減碼
另有 10 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CNC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,006 | $310.1 億 |
| 2026 年第 1 季 | 867 | $155.3 億 |
| 2025 年第 4 季 | 913 | $196.5 億 |
| 2025 年第 3 季 | 850 | $164.0 億 |
| 2025 年第 2 季 | 871 | $259.8 億 |
| 2025 年第 1 季 | 898 | $294.4 億 |
| 2024 年第 4 季 | 877 | $291.5 億 |
| 2024 年第 3 季 | 885 | $371.8 億 |
| 2024 年第 2 季 | 899 | $346.2 億 |
| 2024 年第 1 季 | 932 | $407.3 億 |
| 2023 年第 4 季 | 898 | $380.7 億 |
| 2023 年第 3 季 | 826 | $350.3 億 |
| 2023 年第 2 季 | 836 | $350.4 億 |
| 2023 年第 1 季 | 849 | $328.0 億 |
| 2022 年第 4 季 | 882 | $425.9 億 |
| 2022 年第 3 季 | 847 | $421.9 億 |
| 2022 年第 2 季 | 839 | $466.7 億 |
| 2022 年第 1 季 | 830 | $464.4 億 |
| 2021 年第 4 季 | 817 | $451.0 億 |
| 2021 年第 3 季 | 746 | $339.8 億 |
| 2021 年第 2 季 | 764 | $400.5 億 |
| 2021 年第 1 季 | 782 | $343.2 億 |
2022 年第 1 季持有機構
每家機構持有 Centene Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 336,971 | $2,837 萬 | 0.09% | −3,649−1.1% | 減碼 |
| Ruffer LLP | 340,373 | $2,866 萬 | 0.67% | −1,154,784−77.2% | 減碼 |
| Toronto Dominion Bank | 346,874 | $2,920 萬 | 0.04% | −12,378−3.4% | 減碼 |
| Public Employees Retirement System of Ohio | 347,161 | $2,923 萬 | 0.10% | −5,804−1.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 347,816 | $2,928 萬 | 0.07% | +1,133+0.3% | 加碼 |
| American Century Companies Inc | 348,086 | $2,931 萬 | 0.02% | −1,073,204−75.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 350,853 | $2,954 萬 | 0.10% | +914+0.3% | 加碼 |
| Bridger Management, LLC | 351,600 | $2,960 萬 | 4.85% | −68,800−16.4% | 減碼 |
| Natixis Advisors, L.P. | 355,231 | $2,991 萬 | 0.11% | +21,126+6.3% | 加碼 |
| Leeward Investments, LLC - MA | 355,746 | $2,995 萬 | 1.18% | +355,746 | 新進 |
| AustralianSuper Pty Ltd | 359,727 | $3,029 萬 | 0.18% | +359,727 | 新進 |
| DekaBank Deutsche Girozentrale | 351,803 | $3,036 萬 | 0.07% | +12,225+3.6% | 加碼 |
| South Dakota Investment Council | 363,486 | $3,060 萬 | 0.61% | −139,299−27.7% | 減碼 |
| Royal Bank of Canada | 367,775 | $3,096 萬 | 0.01% | −616,418−62.6% | 減碼 |
| 1832 Asset Management L.P. | 383,731 | $3,190 萬 | 0.05% | −261,706−40.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 379,040 | $3,191 萬 | 0.07% | +166,400+78.3% | 加碼 |
| Raymond James & Associates | 394,443 | $3,321 萬 | 0.03% | −35,199−8.2% | 減碼 |
| Envestnet Asset Management Inc | 395,648 | $3,331 萬 | 0.02% | −37,933−8.7% | 減碼 |
| Woodline Partners LP | 402,214 | $3,386 萬 | 0.56% | +197,708+96.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 406,782 | $3,425 萬 | 0.25% | −19,790−4.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 408,300 | $3,438 萬 | 0.17% | +9,500+2.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 430,032 | $3,620 萬 | 0.07% | +305,379+245.0% | 加碼 |
| Cambiar Investors LLC | 438,544 | $3,692 萬 | 1.39% | −344,189−44.0% | 減碼 |
| Eaton Vance Management | 440,093 | $3,705 萬 | 0.04% | +196,617+80.8% | 加碼 |
| Great West Life Assurance Co | 422,398 | $3,750 萬 | 0.08% | −17,787−4.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 451,268 | $3,799 萬 | 0.83% | −149,282−24.9% | 減碼 |
| Russell Investments Group, Ltd. | 453,518 | $3,834 萬 | 0.07% | +20,745+4.8% | 加碼 |
| Allianz Asset Management GmbH | 460,628 | $3,878 萬 | 0.03% | +42,536+10.2% | 加碼 |
| Meristem Family Wealth, LLC | 493,353 | $4,154 萬 | 4.49% | −5,650−1.1% | 減碼 |
| HSBC Holdings PLC | 489,628 | $4,172 萬 | 0.06% | +14,476+3.0% | 加碼 |
| Truist Financial Corp | 497,757 | $4,191 萬 | 0.07% | +11,027+2.3% | 加碼 |
| Canada Pension Plan Investment Board | 506,669 | $4,266 萬 | 0.06% | −544,028−51.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 526,938 | $4,436 萬 | 0.06% | +526,938 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 553,800 | $4,662 萬 | 1.04% | −450,000−44.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 570,451 | $4,803 萬 | 0.28% | +39,353+7.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 571,163 | $4,809 萬 | 0.68% | −398,142−41.1% | 減碼 |
| Earnest Partners LLC | 584,915 | $4,924 萬 | 0.29% | +18,571+3.3% | 加碼 |
| TD Asset Management Inc | 601,624 | $5,065 萬 | 0.05% | −2920.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 609,312 | $5,130 萬 | 0.10% | −12,500−2.0% | 減碼 |
| Capital International Inc | 621,079 | $5,229 萬 | 0.59% | −14,087−2.2% | 減碼 |
| HealthCor Management, L.P. | 634,610 | $5,343 萬 | 3.70% | −115,660−15.4% | 減碼 |
| Alyeska Investment Group, L.P. | 638,645 | $5,377 萬 | 0.59% | −59,588−8.5% | 減碼 |
| Redmile Group, LLC | 648,837 | $5,463 萬 | 1.71% | +287,698+79.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 651,636 | $5,530 萬 | 0.04% | +207,643+46.8% | 加碼 |
| Bellevue Group AG | 660,635 | $5,562 萬 | 0.65% | +625+0.1% | 加碼 |
| Bank of Montreal | 654,218 | $5,652 萬 | 0.03% | −494,211−43.0% | 減碼 |
| New York State Teachers Retirement System | 688,916 | $5,800 萬 | 0.12% | +5,168+0.8% | 加碼 |
| Argent Capital Management LLC | 690,732 | $5,815 萬 | 1.83% | −5,860−0.8% | 減碼 |
| Marshall Wace, LLP | 716,026 | $6,028 萬 | 0.13% | −5,925−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 720,776 | $6,068 萬 | 0.12% | −9,356−1.3% | 減碼 |
| Principal Financial Group Inc | 727,224 | $6,123 萬 | 0.04% | −6,935−0.9% | 減碼 |
| State of Wisconsin Investment Board | 739,934 | $6,230 萬 | 0.13% | +49,897+7.2% | 加碼 |
| Citadel Advisors LLC | 757,220 | $6,375 萬 | 0.07% | −594,579−44.0% | 減碼 |
| Barclays PLC | 790,031 | $6,651 萬 | 0.05% | −196,067−19.9% | 減碼 |
| Citigroup Inc | 808,786 | $6,809 萬 | 0.07% | +121,734+17.7% | 加碼 |
| Vantage Investment Partners, LLC | 857,013 | $7,215 萬 | 3.60% | +6,666+0.8% | 加碼 |
| National Pension Service | 888,104 | $7,477 萬 | 0.14% | −14,009−1.6% | 減碼 |
| TCW Group Inc | 888,965 | $7,484 萬 | 0.71% | +7,832+0.9% | 加碼 |
| Junto Capital Management LP | 894,873 | $7,534 萬 | 2.07% | +894,873 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 908,619 | $7,650 萬 | 0.46% | +17,751+2.0% | 加碼 |
| Rhumbline Advisers | 925,735 | $7,794 萬 | 0.10% | +15,574+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 943,211 | $7,941 萬 | 0.10% | +843,452+845.5% | 加碼 |
| Millennium Management LLC | 964,623 | $8,121 萬 | 0.10% | −411,664−29.9% | 減碼 |
| California State Teachers Retirement System | 986,861 | $8,308 萬 | 0.11% | −58,031−5.6% | 減碼 |
| Credit Suisse AG | 1,002,437 | $8,439 萬 | 0.07% | +55,141+5.8% | 加碼 |
| Thrivent Financial for Lutherans | 1,029,480 | $8,667 萬 | 0.17% | +15,358+1.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,031,008 | $8,680 萬 | 0.43% | −162,829−13.6% | 減碼 |
| Glenview Capital Management, LLC | 1,093,420 | $9,206 萬 | 1.88% | −263,316−19.4% | 減碼 |
| Artisan Partners Limited Partnership | 1,094,236 | $9,212 萬 | 0.12% | −61,313−5.3% | 減碼 |
| PFM Health Sciences, LP | 1,112,480 | $9,366 萬 | 3.62% | 00.0% | 不變 |
| Mackenzie Financial Corp | 1,113,161 | $9,372 萬 | 0.13% | +54,126+5.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,157,034 | $9,741 萬 | 0.26% | +1,047,434+955.7% | 加碼 |
| New York State Common Retirement Fund | 1,165,689 | $9,814 萬 | 0.10% | −1290.0% | 減碼 |
| California Public Employees Retirement System | 1,175,519 | $9,897 萬 | 0.08% | −73,157−5.9% | 減碼 |
| Suvretta Capital Management, LLC | 1,197,206 | $1.01 億 | 3.08% | +1,197,206 | 新進 |
| RE Advisers Corp | 1,270,765 | $1.07 億 | 2.62% | +72,617+6.1% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 1,310,000 | $1.10 億 | 1.16% | +10,000+0.8% | 加碼 |
| Eminence Capital, LP | 1,447,867 | $1.22 億 | 1.95% | −390,517−21.2% | 減碼 |
| Wells Fargo & Company | 1,502,869 | $1.27 億 | 0.03% | −12,682−0.8% | 減碼 |
| Prudential Financial Inc | 1,552,890 | $1.31 億 | 0.17% | +885,683+132.7% | 加碼 |
| Victory Capital Management Inc | 1,683,728 | $1.36 億 | 0.14% | −1,105−0.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,614,552 | $1.36 億 | 0.47% | +22,224+1.4% | 加碼 |
| UBS Group AG | 1,615,079 | $1.36 億 | 0.06% | +27,157+1.7% | 加碼 |
| US Bancorp | 1,647,212 | $1.39 億 | 0.23% | −2,920−0.2% | 減碼 |
| Mondrian Investment Partners LTD | 1,749,219 | $1.47 億 | 3.19% | −641,842−26.8% | 減碼 |
| Ensign Peak Advisors, Inc | 1,797,128 | $1.51 億 | 0.31% | +24,047+1.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,809,622 | $1.52 億 | 0.75% | +726,339+67.0% | 加碼 |
| Goldman Sachs Group Inc | 1,862,651 | $1.57 億 | 0.04% | +78,281+4.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,968,266 | $1.66 億 | 0.11% | +15,559+0.8% | 加碼 |
| Rockefeller Capital Management L.P. | 2,002,039 | $1.69 億 | 0.81% | +361,622+22.0% | 加碼 |
| Scharf Investments, LLC | 2,007,958 | $1.69 億 | 5.01% | +64,734+3.3% | 加碼 |
| Amundi | 1,932,818 | $1.71 億 | 0.12% | −14,234−0.7% | 減碼 |
| Parametric Portfolio Associates LLC | 2,042,685 | $1.72 億 | 0.09% | +94,280+4.8% | 加碼 |
| Morgan Stanley | 2,080,587 | $1.75 億 | 0.02% | +57,538+2.8% | 加碼 |
| Capital Research Global Investors | 2,427,382 | $2.04 億 | 0.05% | +2,281+0.1% | 加碼 |
| Jennison Associates LLC | 2,427,648 | $2.04 億 | 0.15% | +1,347,764+124.8% | 加碼 |
| Swiss National Bank | 2,527,365 | $2.13 億 | 0.12% | +311,300+14.0% | 加碼 |
| Alliancebernstein L.P. | 2,625,619 | $2.21 億 | 0.09% | +358,929+15.8% | 加碼 |
| Lyrical Asset Management LP | 2,762,819 | $2.33 億 | 3.21% | +75,742+2.8% | 加碼 |
| Bank of America Corp | 2,778,521 | $2.34 億 | 0.02% | +73,618+2.7% | 加碼 |