Follow The Filings

CNC Centene

Health Care, filed as CENTENE CORP DEL (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 5 Owners
  • Max 2.7%
  • $1.1B
  • 1 add 3 reduce 1 small

In 2026 Q2 Tweedy, Browne Co. added to Centene, while David Einhorn, Glenview Capital Management, and Bill Nygren / Oakmark trimmed.

Who owns this now

Largest portfolio weights among holders, up to 2.7% (David Einhorn, DME Capital Management). Not free-float ownership.

  1. David Einhorn Reduce 2.7%
  2. Glenview Capital Management Reduce 2.2%
  3. Lyrical Asset Management Reduce 2.0%
  4. Bill Nygren / Oakmark Reduce 0.95%
  5. Tweedy, Browne Co. Add 0.12%

Who owns CNC

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 0.95% Reduce −21.1% 11,124,640 $714M History
Lyrical Asset Management 2.0% Small trim −3.3% 2,449,957 $157M History
Glenview Capital Management 2.2%, was 2.6% Reduce −41.3% 1,886,055 $121M History
David Einhorn, DME Capital Management 2.7%, was 2.8% Reduce −39.6% 1,651,150 $106M History
Tweedy, Browne Co. 0.12%, was 0.05% Add +32.5% 25,121 $1.6M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CNC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CNC insider trades
  • None no insider bought on the open market
  • $14.6M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Christopher Koster Secretary & General Counsel
    Sale
    $3.8M 56,500 shares at $66.90 19% of stake
    Traded Aug 26 Filed Aug 27
    ↗
  2. Christopher Koster Secretary & General Counsel
    Sale
    $3.1M 47,603 shares at $65.36 14% of stake
    Traded Aug 18 Filed Aug 19
    ↗
  3. Kenneth A Burdick Director
    Sale
    $5.2M 80,000 shares at $64.55 29% of stake
    Traded Jun 10 Filed Jun 11
    ↗
  4. Kenneth A Burdick Director
    Sale
    $2.6M 66,007 shares at $39.02 20% of stake
    Traded Dec 3–4 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 35 stock grants and 11 share withholdings for taxes.

Congress

7 members of Congress traded CNC in the last three years: 16 buys and 6 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Julia Letlow R-LA-5 Sell $1K–$15K Aug 8, 2025 filed Jan 13
  2. Julia Letlow R-LA-5 Buy $1K–$15K Apr 14, 2025 filed Jan 13
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 5, 2025 filed Sep 12, 2025
  4. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025
  5. Tim Moore R-NC-14 Sell $100K–$250K Aug 18, 2025 filed Sep 3, 2025
  6. Tim Moore R-NC-14 Buy $1K–$15K Aug 8, 2025 filed Sep 3, 2025

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 7.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
10-Q Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $140.1B $145.5B $174.58B
Gross profit $17.64B $17.07B $14.21B
Gross margin * 12.6% 11.7% 8.1%
Net income $2.7B $3.3B -$6.67B
Net margin * 1.9% 2.3% -3.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $40.76B $38B $40.37B
Total non-current assets * $43.88B $44.45B $36.38B
Total assets $84.64B $82.44B $76.75B
Total current liabilities $36.72B $34.26B $36.7B
Total non-current liabilities * $21.97B $21.67B $20B
Total equity $25.84B $26.41B $19.95B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.05B $0.154B $5.09B
Cash from investing -$1.19B -$1.05B $0.472B
Cash from financing -$1.66B -$2.41B -$1.62B
Net change in cash $5.17B -$3.3B $3.94B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.