Holders over time
- DHR
- JNJ
| Quarter | DHR | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 30 holders, $26.2bn |
| Q4 2020 | 36 holders, $29.1bn | 32 holders, $26.6bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $25.3bn |
| Q2 2021 | 30 holders, $33.9bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $37.5bn | 40 holders, $24.1bn |
| Q4 2021 | 40 holders, $39.7bn | 33 holders, $25.2bn |
| Q1 2022 | 30 holders, $33.5bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $27.1bn | 36 holders, $25.4bn |
| Q4 2022 | 31 holders, $27.1bn | 35 holders, $27.6bn |
| Q1 2023 | 40 holders, $25.3bn | 42 holders, $24.5bn |
| Q2 2023 | 44 holders, $25.4bn | 38 holders, $25.0bn |
| Q3 2023 | 38 holders, $27.3bn | 37 holders, $18.9bn |
| Q4 2023 | 32 holders, $25.2bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $26.8bn | 32 holders, $19.7bn |
| Q2 2024 | 25 holders, $25.0bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $29.0bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $23.9bn | 37 holders, $20.4bn |
| Q1 2025 | 43 holders, $21.5bn | 32 holders, $20.5bn |
| Q2 2025 | 41 holders, $18.6bn | 31 holders, $18.4bn |
| Q3 2025 | 38 holders, $15.9bn | 32 holders, $23.7bn |
| Q4 2025 | 39 holders, $20.4bn | 29 holders, $27.8bn |
| Q1 2026 | 36 holders, $19.5bn | 34 holders, $35.6bn |
| Q2 2026 | 37 holders, $20.8bn | 33 holders, $39.1bn |
Danaher Corp Del
- Holders
- 32
- Reported value
- $25.2bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 93 comparable managers.
Johnson & Johnson
- Holders
- 31
- Reported value
- $19.0bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Both (18)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only DHR (14)
Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, Harris Associates LP, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Third Point LLC, ValueAct Holdings LP, Viking Global Investors LP
Only JNJ (13)
Acadian Asset Management LLC, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Markel Group Inc, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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.