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。
2026 年第 1 季 13F 持有人
Centene Corp 在 2026/3/31 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
- 867
- 較 2025 年第 4 季 −33 家
- 持有股數
- 4.74 億
- 較 2025 年第 4 季 +6,806 萬 (+16.7%)
- 總市值
- $155.3 億
- 較 2025 年第 4 季 −$12.3 億 (−7.3%)
- 新進機構
- 103
- 另有 308 家加碼
- 清倉機構
- 136
- 另有 349 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 250,078 | $818.8 萬 | 0.11% | −1,599−0.6% | 減碼 |
| Asset Management One Co.,Ltd. | 258,826 | $847.4 萬 | 0.02% | −1,484−0.6% | 減碼 |
| Bellevue Group AG | 261,066 | $854.7 萬 | 0.20% | −12,608−4.6% | 減碼 |
| Jump Financial, LLC | 263,236 | $861.8 萬 | 0.13% | +138,196+110.5% | 加碼 |
| PFM Health Sciences, LP | 263,486 | $862.7 萬 | 0.91% | −461,938−63.7% | 減碼 |
| Ensign Peak Advisors, Inc | 267,331 | $875.2 萬 | 0.02% | −5,728−2.1% | 減碼 |
| Twinbeech Capital LP | 269,331 | $881.8 萬 | 0.91% | −34,369−11.3% | 減碼 |
| TD Asset Management Inc | 274,279 | $898.0 萬 | 0.01% | −3,959−1.4% | 減碼 |
| Jupiter Asset Management Ltd | 285,457 | $934.6 萬 | 0.05% | +285,457 | 新進 |
| Wealthfront Advisers LLC | 290,225 | $950.2 萬 | 0.02% | −36,716−11.2% | 減碼 |
| Knightsbridge Asset Management, LLC | 290,873 | $952.3 萬 | 1.28% | +20,440+7.6% | 加碼 |
| Raymond James Financial Inc | 295,555 | $967.6 萬 | 0.00% | −25,258−7.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 297,238 | $973.2 萬 | 0.22% | +52,980+21.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 302,072 | $989.0 萬 | 0.01% | −91,182−23.2% | 減碼 |
| Royal London Asset Management Ltd | 307,458 | $1,007 萬 | 0.02% | +423+0.1% | 加碼 |
| QV Investors Inc. | 316,132 | $1,035 萬 | 0.84% | −155,820−33.0% | 減碼 |
| Stanley Capital Management, LLC | 324,722 | $1,063 萬 | 1.78% | 00.0% | 不變 |
| Braidwell LP | 330,000 | $1,080 萬 | 0.36% | +330,000 | 新進 |
| National Bank of Canada | 331,029 | $1,084 萬 | 0.01% | +27,218+9.0% | 加碼 |
| Empowered Funds, LLC | 339,553 | $1,112 萬 | 0.07% | +314,980+1,281.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 339,631 | $1,112 萬 | 0.03% | +7,938+2.4% | 加碼 |
| Boston Partners | 341,952 | $1,120 萬 | 0.01% | −4,127,038−92.3% | 減碼 |
| Mercer Global Advisors Inc | 346,140 | $1,133 萬 | 0.02% | +26,168+8.2% | 加碼 |
| New York State Teachers Retirement System | 354,873 | $1,162 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 365,464 | $1,197 萬 | 0.03% | +96,238+35.7% | 加碼 |
| Squarepoint Ops LLC | 366,479 | $1,200 萬 | 0.03% | +186,188+103.3% | 加碼 |
| Jones Financial Companies LLLP | 383,947 | $1,229 萬 | 0.01% | +347,137+943.1% | 加碼 |
| New York State Common Retirement Fund | 387,306 | $1,268 萬 | 0.02% | −33,345−7.9% | 減碼 |
| Private Management Group Inc | 416,684 | $1,364 萬 | 0.39% | −144,314−25.7% | 減碼 |
| Aviva PLC | 428,059 | $1,401 萬 | 0.02% | +11,248+2.7% | 加碼 |
| Standard Life Aberdeen plc | 428,541 | $1,403 萬 | 0.02% | +123,239+40.4% | 加碼 |
| Pictet Asset Management Holding SA | 432,698 | $1,415 萬 | 0.01% | −20,191−4.5% | 減碼 |
| Franklin Resources Inc | 435,662 | $1,426 萬 | 0.00% | +245,898+129.6% | 加碼 |
| Great West Life Assurance Co | 437,756 | $1,437 萬 | 0.03% | +724+0.2% | 加碼 |
| Easterly Investment Partners LLC | 441,637 | $1,443 萬 | 1.10% | +5,103+1.2% | 加碼 |
| Balyasny Asset Management LLC | 449,966 | $1,473 萬 | 0.03% | −314,438−41.1% | 減碼 |
| Creative Planning | 452,051 | $1,480 萬 | 0.01% | −15,197−3.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 452,451 | $1,481 萬 | 0.03% | −2,762−0.6% | 減碼 |
| Toroso Investments, LLC | 453,561 | $1,485 萬 | 0.05% | −169,657−27.2% | 減碼 |
| Thrivent Financial for Lutherans | 457,872 | $1,499 萬 | 0.03% | +439,242+2,357.7% | 加碼 |
| State of Wisconsin Investment Board | 461,549 | $1,511 萬 | 0.03% | +102,740+28.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 462,209 | $1,525 萬 | 0.03% | +70,406+18.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 478,423 | $1,566 萬 | 0.03% | +32,862+7.4% | 加碼 |
| ARGA Investment Management, LP | 479,954 | $1,571 萬 | 0.52% | −121,725−20.2% | 減碼 |
| Qube Research & Technologies Ltd | 494,618 | $1,619 萬 | 0.02% | +494,618 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 547,558 | $1,704 萬 | 0.04% | +73,790+15.6% | 加碼 |
| Principal Financial Group Inc | 520,999 | $1,706 萬 | 0.01% | +5,088+1.0% | 加碼 |
| Danske Bank A/S | 536,614 | $1,757 萬 | 0.04% | +273,516+104.0% | 加碼 |
| Alyeska Investment Group, L.P. | 550,000 | $1,801 萬 | 0.05% | −650,000−54.2% | 減碼 |
| Wells Fargo & Company | 560,804 | $1,836 萬 | 0.00% | −170,516−23.3% | 減碼 |
| South Dakota Investment Council | 564,618 | $1,849 萬 | 0.35% | −21,056−3.6% | 減碼 |
| HRT Financial LP | 570,399 | $1,867 萬 | 0.05% | −11,402−2.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 583,845 | $1,888 萬 | 0.03% | 00.0% | 不變 |
| Group One Trading, L.P. | 583,670 | $1,911 萬 | 0.63% | +241,528+70.6% | 加碼 |
| Natixis Advisors, L.P. | 588,570 | $1,927 萬 | 0.03% | +63,132+12.0% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 621,978 | $2,036 萬 | 0.06% | −10.0% | 減碼 |
| California Public Employees Retirement System | 627,549 | $2,055 萬 | 0.01% | −220,718−26.0% | 減碼 |
| Integral Health Asset Management, LLC | 650,000 | $2,128 萬 | 1.13% | 00.0% | 不變 |
| Maple Rock Capital Partners Inc. | 656,579 | $2,150 萬 | 0.70% | −354,620−35.1% | 減碼 |
| Virginia Retirement Systems Et Al | 658,000 | $2,154 萬 | 0.16% | −17,000−2.5% | 減碼 |
| Envestnet Asset Management Inc | 712,543 | $2,333 萬 | 0.01% | +115,904+19.4% | 加碼 |
| Engineers Gate Manager LP | 732,950 | $2,400 萬 | 0.30% | +174,491+31.2% | 加碼 |
| Weiss Asset Management LP | 738,965 | $2,419 萬 | 0.44% | −100,070−11.9% | 減碼 |
| Wedge Capital Management L L P | 746,025 | $2,442 萬 | 0.45% | +746,025 | 新進 |
| Polar Capital Holdings Plc | 746,337 | $2,444 萬 | 0.11% | +106,210+16.6% | 加碼 |
| Cresset Asset Management, LLC | 754,319 | $2,470 萬 | 0.11% | −21,951−2.8% | 減碼 |
| California State Teachers Retirement System | 764,354 | $2,502 萬 | 0.03% | −13,500−1.7% | 減碼 |
| CWM, LLC | 781,665 | $2,559 萬 | 0.07% | −23,281−2.9% | 減碼 |
| Prudential Financial Inc | 820,056 | $2,685 萬 | 0.03% | −628,552−43.4% | 減碼 |
| Gotham Asset Management, LLC | 822,610 | $2,693 萬 | 0.08% | −34,465−4.0% | 減碼 |
| Quantinno Capital Management LP | 842,199 | $2,757 萬 | 0.05% | +52,983+6.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 849,468 | $2,781 萬 | 0.41% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 852,400 | $2,791 萬 | 0.02% | +852,400 | 新進 |
| Janus Henderson Group PLC | 865,760 | $2,834 萬 | 0.01% | +31,485+3.8% | 加碼 |
| Blue Sparrow, LLC | 937,410 | $3,069 萬 | 0.52% | +937,410 | 新進 |
| Cerity Partners LLC | 946,919 | $3,100 萬 | 0.04% | −8,957−0.9% | 減碼 |
| Cambiar Investors LLC | 966,786 | $3,165 萬 | 1.47% | +9,627+1.0% | 加碼 |
| Citigroup Inc | 973,327 | $3,187 萬 | 0.02% | −4,236−0.4% | 減碼 |
| Mariner, LLC | 979,501 | $3,207 萬 | 0.04% | +199,989+25.7% | 加碼 |
| Bank of Nova Scotia | 979,774 | $3,208 萬 | 0.06% | +524,420+115.2% | 加碼 |
| HSBC Holdings PLC | 999,916 | $3,261 萬 | 0.02% | −119,863−10.7% | 減碼 |
| Rhumbline Advisers | 1,003,311 | $3,285 萬 | 0.03% | +15,849+1.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 1,010,459 | $3,308 萬 | 1.61% | +9,540+1.0% | 加碼 |
| Susquehanna International Group, LLP | 1,016,676 | $3,329 萬 | 0.04% | −158,323−13.5% | 減碼 |
| Swedbank AB | 1,028,386 | $3,367 萬 | 0.04% | −512,276−33.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,066,963 | $3,493 萬 | 0.02% | +71,491+7.2% | 加碼 |
| Alberta Investment Management Corp | 1,075,000 | $3,520 萬 | 0.22% | −38,500−3.5% | 減碼 |
| Vanguard Global Advisers, LLC | 1,078,639 | $3,531 萬 | 0.02% | +1,078,639 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,093,726 | $3,581 萬 | 0.02% | −25,449−2.3% | 減碼 |
| Alliancebernstein L.P. | 872,006 | $3,588 萬 | 0.01% | +5,165+0.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,108,590 | $3,630 萬 | 0.02% | −281,913−20.3% | 減碼 |
| SG Americas Securities, LLC | 1,183,619 | $3,875 萬 | 0.04% | +381,413+47.5% | 加碼 |
| Focused Investors LLC | 1,233,150 | $4,037 萬 | 1.31% | −31,200−2.5% | 減碼 |
| Marshall Wace, LLP | 1,242,592 | $4,068 萬 | 0.04% | −852,000−40.7% | 減碼 |
| Walleye Trading LLC | 1,309,557 | $4,287 萬 | 0.88% | −1,109,716−45.9% | 減碼 |
| Barclays PLC | 1,387,017 | $4,541 萬 | 0.02% | −88,128−6.0% | 減碼 |
| Packer & Co Ltd | 1,415,000 | $4,633 萬 | 17.32% | 00.0% | 不變 |
| FMR LLC | 1,421,738 | $4,655 萬 | 0.00% | −621,224−30.4% | 減碼 |
| Swiss National Bank | 1,442,524 | $4,723 萬 | 0.03% | +96,700+7.2% | 加碼 |
| Nuveen, LLC | 1,443,063 | $4,725 萬 | 0.01% | +89,112+6.6% | 加碼 |