Holders over time
- SYK
- JNJ
| Quarter | SYK | JNJ |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 30 holders, $26.2bn |
| Q4 2020 | 15 holders, $13.5bn | 32 holders, $26.6bn |
| Q1 2021 | 21 holders, $14.0bn | 31 holders, $25.3bn |
| Q2 2021 | 20 holders, $15.4bn | 37 holders, $25.6bn |
| Q3 2021 | 20 holders, $15.9bn | 40 holders, $24.1bn |
| Q4 2021 | 22 holders, $15.9bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $16.1bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $11.4bn | 33 holders, $26.9bn |
| Q3 2022 | 14 holders, $12.1bn | 36 holders, $25.4bn |
| Q4 2022 | 15 holders, $14.5bn | 35 holders, $27.6bn |
| Q1 2023 | 17 holders, $17.5bn | 42 holders, $24.5bn |
| Q2 2023 | 23 holders, $16.9bn | 38 holders, $25.0bn |
| Q3 2023 | 21 holders, $14.0bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $14.9bn | 31 holders, $19.0bn |
| Q1 2024 | 24 holders, $16.9bn | 32 holders, $19.7bn |
| Q2 2024 | 23 holders, $15.3bn | 35 holders, $20.4bn |
| Q3 2024 | 20 holders, $15.5bn | 28 holders, $22.3bn |
| Q4 2024 | 21 holders, $14.8bn | 37 holders, $20.4bn |
| Q1 2025 | 18 holders, $14.8bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $16.8bn | 31 holders, $18.4bn |
| Q3 2025 | 23 holders, $15.1bn | 32 holders, $23.7bn |
| Q4 2025 | 25 holders, $14.0bn | 29 holders, $27.8bn |
| Q1 2026 | 29 holders, $14.0bn | 34 holders, $35.6bn |
| Q2 2026 | 18 holders, $11.4bn | 33 holders, $39.1bn |
Stryker Corporation
- Holders
- 22
- Reported value
- $14.9bn
- Buyers
- 8
- Sellers
- 15
Breadth -7 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only SYK (5)
Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Viking Global Investors LP, Walleye Capital LLC
Only JNJ (14)
Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Quantbot Technologies LP, Renaissance Technologies LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, 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.