Holders over time
- BDX
- LLY
| Quarter | BDX | LLY |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 33 holders, $14.1bn |
| Q4 2020 | 28 holders, $10.4bn | 29 holders, $17.3bn |
| Q1 2021 | 26 holders, $9.4bn | 24 holders, $23.0bn |
| Q2 2021 | 19 holders, $9.0bn | 24 holders, $27.8bn |
| Q3 2021 | 18 holders, $10.3bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $11.1bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $10.5bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $42.7bn |
| Q3 2022 | 23 holders, $11.0bn | 31 holders, $43.4bn |
| Q4 2022 | 27 holders, $12.5bn | 31 holders, $46.6bn |
| Q1 2023 | 28 holders, $11.1bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $11.7bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $10.3bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $8.7bn | 45 holders, $73.6bn |
| Q1 2024 | 25 holders, $8.4bn | 41 holders, $95.3bn |
| Q2 2024 | 31 holders, $8.1bn | 43 holders, $110bn |
| Q3 2024 | 26 holders, $8.6bn | 45 holders, $107bn |
| Q4 2024 | 26 holders, $8.4bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $8.6bn | 42 holders, $98.4bn |
| Q2 2025 | 24 holders, $7.3bn | 43 holders, $93.2bn |
| Q3 2025 | 13 holders, $7.3bn | 39 holders, $86.7bn |
| Q4 2025 | 17 holders, $8.6bn | 41 holders, $123bn |
| Q1 2026 | 15 holders, $8.5bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $8.4bn | 44 holders, $132bn |
Becton Dickinson & Co
- Holders
- 27
- Reported value
- $8.7bn
- Buyers
- 17
- Sellers
- 9
Breadth +8 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only BDX (3)
First Eagle Investment Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only LLY (21)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, Woodline Partners 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.