Holders over time
- ABT
- LLY
| Quarter | ABT | LLY |
|---|---|---|
| Q3 2020 | 27 holders, $24.7bn | 33 holders, $14.1bn |
| Q4 2020 | 29 holders, $24.8bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $27.6bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $26.5bn | 24 holders, $27.8bn |
| Q3 2021 | 34 holders, $25.4bn | 31 holders, $29.9bn |
| Q4 2021 | 28 holders, $29.2bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $24.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $21.5bn | 33 holders, $42.7bn |
| Q3 2022 | 30 holders, $18.8bn | 31 holders, $43.4bn |
| Q4 2022 | 25 holders, $20.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $19.2bn | 33 holders, $44.3bn |
| Q2 2023 | 27 holders, $20.4bn | 37 holders, $59.6bn |
| Q3 2023 | 30 holders, $17.7bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $21.0bn | 45 holders, $73.6bn |
| Q1 2024 | 27 holders, $20.6bn | 41 holders, $95.3bn |
| Q2 2024 | 37 holders, $16.8bn | 43 holders, $110bn |
| Q3 2024 | 28 holders, $17.7bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $16.6bn | 46 holders, $93.9bn |
| Q1 2025 | 28 holders, $20.9bn | 42 holders, $98.4bn |
| Q2 2025 | 26 holders, $21.1bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $21.3bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $20.6bn | 41 holders, $123bn |
| Q1 2026 | 35 holders, $19.1bn | 39 holders, $106bn |
| Q2 2026 | 36 holders, $15.8bn | 44 holders, $132bn |
Abbott Laboratories
- Holders
- 27
- Reported value
- $20.6bn
- Buyers
- 17
- Sellers
- 12
Breadth +5 among 93 comparable managers.
Eli Lilly & Co
- Holders
- 41
- Reported value
- $95.3bn
- Buyers
- 15
- Sellers
- 27
Breadth -12 among 93 comparable managers.
Who holds both, Q1 2024
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only ABT (5)
Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Winton Group Ltd
Only LLY (19)
Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, 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.