Holders over time
- TMO
- JNJ
| Quarter | TMO | JNJ |
|---|---|---|
| Q3 2020 | 29 holders, $38.9bn | 30 holders, $26.2bn |
| Q4 2020 | 33 holders, $39.2bn | 32 holders, $26.6bn |
| Q1 2021 | 35 holders, $36.5bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $38.3bn | 37 holders, $25.6bn |
| Q3 2021 | 32 holders, $42.6bn | 40 holders, $24.1bn |
| Q4 2021 | 38 holders, $50.1bn | 33 holders, $25.2bn |
| Q1 2022 | 32 holders, $43.2bn | 35 holders, $28.2bn |
| Q2 2022 | 33 holders, $38.9bn | 33 holders, $26.9bn |
| Q3 2022 | 26 holders, $34.3bn | 36 holders, $25.4bn |
| Q4 2022 | 29 holders, $37.0bn | 35 holders, $27.6bn |
| Q1 2023 | 35 holders, $37.1bn | 42 holders, $24.5bn |
| Q2 2023 | 39 holders, $33.5bn | 38 holders, $25.0bn |
| Q3 2023 | 39 holders, $32.6bn | 37 holders, $18.9bn |
| Q4 2023 | 41 holders, $32.7bn | 31 holders, $19.0bn |
| Q1 2024 | 30 holders, $34.1bn | 32 holders, $19.7bn |
| Q2 2024 | 38 holders, $30.6bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $33.8bn | 28 holders, $22.3bn |
| Q4 2024 | 36 holders, $27.6bn | 37 holders, $20.4bn |
| Q1 2025 | 31 holders, $24.2bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $18.8bn | 31 holders, $18.4bn |
| Q3 2025 | 32 holders, $21.9bn | 32 holders, $23.7bn |
| Q4 2025 | 32 holders, $29.9bn | 29 holders, $27.8bn |
| Q1 2026 | 34 holders, $24.4bn | 34 holders, $35.6bn |
| Q2 2026 | 36 holders, $26.4bn | 33 holders, $39.1bn |
Thermo Fisher Scientific Inc
- Holders
- 41
- Reported value
- $32.7bn
- Buyers
- 19
- Sellers
- 23
Breadth -4 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only TMO (18)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, TCI Fund Management Ltd, Viking Global Investors LP, Walleye Capital 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.