Stocklore

Centene Corporation (CNC)

Biotech & Health · US stock

What changed in recent filings

  • Medicare segment 13% → 21%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 4 new · 1 added · 4 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Centene Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 62019 Q2 · 62019 Q3 · 42019 Q4 · 42020 Q1 · 72020 Q2 · 32020 Q3 · 32020 Q4 · 42021 Q1 · 32021 Q2 · 42021 Q3 · 52021 Q4 · 42022 Q1 · 42022 Q2 · 52022 Q3 · 22022 Q4 · 32023 Q1 · 22023 Q2 · 42023 Q3 · 42023 Q4 · 32024 Q1 · 32024 Q2 · 42024 Q3 · 42024 Q4 · 62025 Q1 · 42025 Q2 · 32025 Q3 · 42025 Q4 · 42026 Q1 · 52026 Q2 · 9
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Centene Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.10% of portfolio · since 2022 Q1
  • Greenlight Capital2.71% of portfolio · since 2024 Q4
  • Glenview Capital Management2.20% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.02% of portfolio · since 2025 Q4
  • Point72 Asset Management0.05% of portfolio · since 2026 Q1
  • Caisse de depot (Quebec)0.13% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)0.95% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Centene is a managed care organization that focuses on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 20 million medical members as of December 2025, mostly in Medicaid (about 64% of membership), the individual exchanges (about 28%), and Medicare (about 5%). The company also provides Medicare Part D pharmaceutical plans.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Centene Corporation is classified under the Biotech & Health sector. See peers below.

CNC segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Medicaid 60%Medicare 21%Commercial 17%All other segments 2%

ETFs holding Centene Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
0.52%
RSPInvesco S&P 500 Equal Weight ETF
0.29%
VTVVANGUARD VALUE INDEX FUND
0.06%
VOOVANGUARD 500 INDEX FUND
0.05%
SPY
0.05%
IVViShares Core S&P 500 ETF
0.05%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.04%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.04%

CNC on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full CNC analysis →

Peers · Biotech & Health

CNC FAQ

What is Centene Corporation (CNC)?

Centene is a managed care organization that focuses on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 20 million medical members as of December 2025, mostly in Medicaid (about 64% of membership), the individual exchanges (about 28%), and Medicare (about 5%). The company also provides Medicare Part D pharmaceutical plans.

What sector is Centene Corporation in?

Centene Corporation is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

Where can I analyze Centene Corporation (CNC) stock?

On Stocklore you can see CNC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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