Holders over time
- DHR
- JNJ
| Quarter | DHR | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 30 holders, $26.2bn |
| Q4 2020 | 36 holders, $29.1bn | 32 holders, $26.6bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $25.3bn |
| Q2 2021 | 30 holders, $33.9bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $37.5bn | 40 holders, $24.1bn |
| Q4 2021 | 40 holders, $39.7bn | 33 holders, $25.2bn |
| Q1 2022 | 30 holders, $33.5bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $27.1bn | 36 holders, $25.4bn |
| Q4 2022 | 31 holders, $27.1bn | 35 holders, $27.6bn |
| Q1 2023 | 40 holders, $25.3bn | 42 holders, $24.5bn |
| Q2 2023 | 44 holders, $25.4bn | 38 holders, $25.0bn |
| Q3 2023 | 38 holders, $27.3bn | 37 holders, $18.9bn |
| Q4 2023 | 32 holders, $25.2bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $26.8bn | 32 holders, $19.7bn |
| Q2 2024 | 25 holders, $25.0bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $29.0bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $23.9bn | 37 holders, $20.4bn |
| Q1 2025 | 43 holders, $21.5bn | 32 holders, $20.5bn |
| Q2 2025 | 41 holders, $18.6bn | 31 holders, $18.4bn |
| Q3 2025 | 38 holders, $15.9bn | 32 holders, $23.7bn |
| Q4 2025 | 39 holders, $20.4bn | 29 holders, $27.8bn |
| Q1 2026 | 36 holders, $19.5bn | 34 holders, $35.6bn |
| Q2 2026 | 37 holders, $20.8bn | 33 holders, $39.1bn |
Danaher Corp Del
- Holders
- 33
- Reported value
- $26.8bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 93 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $19.7bn
- Buyers
- 16
- Sellers
- 13
Breadth +3 among 93 comparable managers.
Who holds both, Q1 2024
Both (18)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only DHR (15)
Akre Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, ExodusPoint Capital Management LP, Harris Associates LP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Viking Global Investors LP
Only JNJ (14)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., GAMCO Investors Inc, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.