Holders over time
- MDT
- JNJ
| Quarter | MDT | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 30 holders, $26.2bn |
| Q4 2020 | 33 holders, $20.0bn | 32 holders, $26.6bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $25.3bn |
| Q2 2021 | 34 holders, $22.1bn | 37 holders, $25.6bn |
| Q3 2021 | 32 holders, $21.6bn | 40 holders, $24.1bn |
| Q4 2021 | 31 holders, $18.5bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $18.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $26.9bn |
| Q3 2022 | 33 holders, $13.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $13.4bn | 35 holders, $27.6bn |
| Q1 2023 | 25 holders, $13.6bn | 42 holders, $24.5bn |
| Q2 2023 | 30 holders, $15.2bn | 38 holders, $25.0bn |
| Q3 2023 | 28 holders, $13.1bn | 37 holders, $18.9bn |
| Q4 2023 | 24 holders, $12.7bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $12.8bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $11.2bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $13.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $11.5bn | 37 holders, $20.4bn |
| Q1 2025 | 27 holders, $13.8bn | 32 holders, $20.5bn |
| Q2 2025 | 30 holders, $13.3bn | 31 holders, $18.4bn |
| Q3 2025 | 25 holders, $13.6bn | 32 holders, $23.7bn |
| Q4 2025 | 27 holders, $14.9bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $14.3bn | 34 holders, $35.6bn |
| Q2 2026 | 29 holders, $12.8bn | 33 holders, $39.1bn |
Medtronic PLC
- Holders
- 24
- Reported value
- $12.7bn
- Buyers
- 9
- Sellers
- 17
Breadth -8 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MDT (9)
Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC
Only JNJ (16)
Acadian Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Neuberger Berman Group LLC, Quantbot Technologies LP, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, 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.