Follow-The-Filings

Security

CNC

Centene Corp. Del · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 2 new max 2.6% (Glenview Capital Manageme...)

grid → activity →
owners 20
rank #211
master % 0.07%
max % 2.6%
tracked value $5.1B
qoq N 2 A 9 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Glenview Capital Management, LLC 2026 Q1 2.6% Add +1.09 pp 3,213,646 $105M hist
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 1.3% Add -0.06 pp 2,532,698 $83M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.6% Add +0.14 pp 14,094,531 $461M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.5% Add -0.19 pp 33,613,787 $1.1B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Reduce -0.04 pp 7,528,177 $246M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.14 pp 2,390,920 $98M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 2,436,892 $80M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.02 pp 1,684,669 $55M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.05 pp 822,610 $27M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.01 pp 18,955 $621 hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 8,069,121 $332M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 2,591,268 $85M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.04 pp 1,242,592 $41M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 56,978,753 $2.3B hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 588,570 $19M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.02 pp 449,966 $15M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 168,146 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 1,736,214 $57M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% New 0.0% 7,826 $256 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 6,496 $213 hist

20 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 $154M $5.09B
Cash from investing -$1.19B -$1.05B $472M
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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders