Holders over time
- MMM
- VRTX
| Quarter | MMM | VRTX |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 31 holders, $21.9bn |
| Q4 2020 | 20 holders, $4.3bn | 30 holders, $18.4bn |
| Q1 2021 | 16 holders, $4.6bn | 31 holders, $15.4bn |
| Q2 2021 | 15 holders, $5.1bn | 30 holders, $12.7bn |
| Q3 2021 | 17 holders, $4.0bn | 35 holders, $10.1bn |
| Q4 2021 | 17 holders, $3.6bn | 28 holders, $12.4bn |
| Q1 2022 | 18 holders, $2.2bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.0bn | 25 holders, $18.1bn |
| Q3 2022 | 26 holders, $2.2bn | 22 holders, $18.4bn |
| Q4 2022 | 22 holders, $2.1bn | 28 holders, $18.4bn |
| Q1 2023 | 21 holders, $1.8bn | 26 holders, $21.4bn |
| Q2 2023 | 21 holders, $1.8bn | 27 holders, $24.7bn |
| Q3 2023 | 23 holders, $1.8bn | 33 holders, $24.3bn |
| Q4 2023 | 27 holders, $2.5bn | 32 holders, $28.6bn |
| Q1 2024 | 29 holders, $3.3bn | 31 holders, $29.8bn |
| Q2 2024 | 30 holders, $4.8bn | 29 holders, $33.4bn |
| Q3 2024 | 34 holders, $5.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $5.8bn | 26 holders, $28.5bn |
| Q1 2025 | 26 holders, $7.2bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $6.9bn | 21 holders, $32.3bn |
| Q3 2025 | 24 holders, $6.8bn | 22 holders, $25.9bn |
| Q4 2025 | 20 holders, $6.6bn | 26 holders, $31.8bn |
| Q1 2026 | 26 holders, $7.0bn | 25 holders, $31.8bn |
| Q2 2026 | 31 holders, $7.1bn | 26 holders, $34.6bn |
3M Co
- Holders
- 27
- Reported value
- $2.5bn
- Buyers
- 16
- Sellers
- 9
Breadth +7 among 93 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 32
- Reported value
- $28.6bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only MMM (9)
Balyasny Asset Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Markel Group Inc, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Verition Fund Management LLC
Only VRTX (14)
Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, PDT Partners LLC, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd
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.