Holders over time
- BDX
- LLY
| Quarter | BDX | LLY |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 33 holders, $14.1bn |
| Q4 2020 | 28 holders, $10.4bn | 29 holders, $17.3bn |
| Q1 2021 | 26 holders, $9.4bn | 24 holders, $23.0bn |
| Q2 2021 | 19 holders, $9.0bn | 24 holders, $27.8bn |
| Q3 2021 | 18 holders, $10.3bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $11.1bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $10.5bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $42.7bn |
| Q3 2022 | 23 holders, $11.0bn | 31 holders, $43.4bn |
| Q4 2022 | 27 holders, $12.5bn | 31 holders, $46.6bn |
| Q1 2023 | 28 holders, $11.1bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $11.7bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $10.3bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $8.7bn | 45 holders, $73.6bn |
| Q1 2024 | 25 holders, $8.4bn | 41 holders, $95.3bn |
| Q2 2024 | 31 holders, $8.1bn | 43 holders, $110bn |
| Q3 2024 | 26 holders, $8.6bn | 45 holders, $107bn |
| Q4 2024 | 26 holders, $8.4bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $8.6bn | 42 holders, $98.4bn |
| Q2 2025 | 24 holders, $7.3bn | 43 holders, $93.2bn |
| Q3 2025 | 13 holders, $7.3bn | 39 holders, $86.7bn |
| Q4 2025 | 17 holders, $8.6bn | 41 holders, $123bn |
| Q1 2026 | 15 holders, $8.5bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $8.4bn | 44 holders, $132bn |
Becton Dickinson & Co
- Holders
- 25
- Reported value
- $8.4bn
- Buyers
- 12
- Sellers
- 13
Breadth -1 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only BDX (6)
ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only LLY (22)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund 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.