Holders over time
- ISRG
- JNJ
| Quarter | ISRG | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 30 holders, $26.2bn |
| Q4 2020 | 19 holders, $21.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $23.2bn | 37 holders, $25.6bn |
| Q3 2021 | 31 holders, $23.9bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $26.0bn | 33 holders, $25.2bn |
| Q1 2022 | 27 holders, $21.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $13.0bn | 33 holders, $26.9bn |
| Q3 2022 | 32 holders, $11.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $15.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $14.4bn | 42 holders, $24.5bn |
| Q2 2023 | 33 holders, $20.2bn | 38 holders, $25.0bn |
| Q3 2023 | 40 holders, $17.0bn | 37 holders, $18.9bn |
| Q4 2023 | 38 holders, $20.0bn | 31 holders, $19.0bn |
| Q1 2024 | 32 holders, $23.6bn | 32 holders, $19.7bn |
| Q2 2024 | 29 holders, $27.0bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $28.4bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $30.3bn | 37 holders, $20.4bn |
| Q1 2025 | 42 holders, $28.7bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $30.6bn | 31 holders, $18.4bn |
| Q3 2025 | 41 holders, $23.6bn | 32 holders, $23.7bn |
| Q4 2025 | 41 holders, $35.8bn | 29 holders, $27.8bn |
| Q1 2026 | 40 holders, $29.0bn | 34 holders, $35.6bn |
| Q2 2026 | 35 holders, $24.5bn | 33 holders, $39.1bn |
Intuitive Surgical Inc
- Holders
- 38
- Reported value
- $20.0bn
- Buyers
- 23
- Sellers
- 19
Breadth +4 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ISRG (19)
ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
Only JNJ (12)
AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, 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.