Holders over time
- SYK
- LLY
| Quarter | SYK | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 33 holders, $14.1bn |
| Q4 2020 | 15 holders, $13.5bn | 29 holders, $17.3bn |
| Q1 2021 | 21 holders, $14.0bn | 24 holders, $23.0bn |
| Q2 2021 | 20 holders, $15.4bn | 24 holders, $27.8bn |
| Q3 2021 | 20 holders, $15.9bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $15.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $16.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $11.4bn | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $12.1bn | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $14.5bn | 31 holders, $46.6bn |
| Q1 2023 | 17 holders, $17.5bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $16.9bn | 37 holders, $59.6bn |
| Q3 2023 | 21 holders, $14.0bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $14.9bn | 45 holders, $73.6bn |
| Q1 2024 | 24 holders, $16.9bn | 41 holders, $95.3bn |
| Q2 2024 | 23 holders, $15.3bn | 43 holders, $110bn |
| Q3 2024 | 20 holders, $15.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $14.8bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $14.8bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $16.8bn | 43 holders, $93.2bn |
| Q3 2025 | 23 holders, $15.1bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $14.0bn | 41 holders, $123bn |
| Q1 2026 | 29 holders, $14.0bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $11.4bn | 44 holders, $132bn |
Stryker Corporation
- Holders
- 22
- Reported value
- $14.9bn
- Buyers
- 8
- Sellers
- 15
Breadth -7 among 93 comparable managers.
Eli Lilly & Co
- Holders
- 45
- Reported value
- $73.6bn
- Buyers
- 27
- Sellers
- 21
Breadth +6 among 93 comparable managers.
Who holds both, Q4 2023
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only SYK (2)
Only LLY (25)
Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund 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.