Holders over time
- ABT
- LLY
| Quarter | ABT | LLY |
|---|---|---|
| Q3 2020 | 27 holders, $24.7bn | 33 holders, $14.1bn |
| Q4 2020 | 29 holders, $24.8bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $27.6bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $26.5bn | 24 holders, $27.8bn |
| Q3 2021 | 34 holders, $25.4bn | 31 holders, $29.9bn |
| Q4 2021 | 28 holders, $29.2bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $24.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $21.5bn | 33 holders, $42.7bn |
| Q3 2022 | 30 holders, $18.8bn | 31 holders, $43.4bn |
| Q4 2022 | 25 holders, $20.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $19.2bn | 33 holders, $44.3bn |
| Q2 2023 | 27 holders, $20.4bn | 37 holders, $59.6bn |
| Q3 2023 | 30 holders, $17.7bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $21.0bn | 45 holders, $73.6bn |
| Q1 2024 | 27 holders, $20.6bn | 41 holders, $95.3bn |
| Q2 2024 | 37 holders, $16.8bn | 43 holders, $110bn |
| Q3 2024 | 28 holders, $17.7bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $16.6bn | 46 holders, $93.9bn |
| Q1 2025 | 28 holders, $20.9bn | 42 holders, $98.4bn |
| Q2 2025 | 26 holders, $21.1bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $21.3bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $20.6bn | 41 holders, $123bn |
| Q1 2026 | 35 holders, $19.1bn | 39 holders, $106bn |
| Q2 2026 | 36 holders, $15.8bn | 44 holders, $132bn |
Abbott Laboratories
- Holders
- 24
- Reported value
- $21.0bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 among 93 comparable managers.
Eli Lilly & Co
- Holders
- 45
- Reported value
- $73.6bn
- Buyers
- 27
- Sellers
- 21
Breadth +6 among 93 comparable managers.
Who holds both, Q4 2023
Both (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only ABT (4)
Caxton Associates LLP, Eisler Capital Management Ltd, Schonfeld Strategic Advisors LLC, Walleye Capital LLC
Only LLY (25)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.