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JNJ · LLY in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JNJ
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterJNJLLY
Q3 202030 holders, $26.2bn33 holders, $14.1bn
Q4 202032 holders, $26.6bn29 holders, $17.3bn
Q1 202131 holders, $25.3bn24 holders, $23.0bn
Q2 202137 holders, $25.6bn24 holders, $27.8bn
Q3 202140 holders, $24.1bn31 holders, $29.9bn
Q4 202133 holders, $25.2bn31 holders, $34.7bn
Q1 202235 holders, $28.2bn24 holders, $35.3bn
Q2 202233 holders, $26.9bn33 holders, $42.7bn
Q3 202236 holders, $25.4bn31 holders, $43.4bn
Q4 202235 holders, $27.6bn31 holders, $46.6bn
Q1 202342 holders, $24.5bn33 holders, $44.3bn
Q2 202338 holders, $25.0bn37 holders, $59.6bn
Q3 202337 holders, $18.9bn44 holders, $67.6bn
Q4 202331 holders, $19.0bn45 holders, $73.6bn
Q1 202432 holders, $19.7bn41 holders, $95.3bn
Q2 202435 holders, $20.4bn43 holders, $110bn
Q3 202428 holders, $22.3bn45 holders, $107bn
Q4 202437 holders, $20.4bn46 holders, $93.9bn
Q1 202532 holders, $20.5bn42 holders, $98.4bn
Q2 202531 holders, $18.4bn43 holders, $93.2bn
Q3 202532 holders, $23.7bn39 holders, $86.7bn
Q4 202529 holders, $27.8bn41 holders, $123bn
Q1 202634 holders, $35.6bn39 holders, $106bn
Q2 202633 holders, $39.1bn44 holders, $132bn
JNJ

Johnson & Johnson

Holders
31
Reported value
$19.0bn
Buyers
16
Sellers
16

Breadth 0 among 93 comparable managers.

LLY

Eli Lilly & Co

Holders
45
Reported value
$73.6bn
Buyers
27
Sellers
21

Breadth +6 among 93 comparable managers.

Who holds both, Q4 2023

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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