Holders over time
- DHR
- LLY
| Quarter | DHR | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 33 holders, $14.1bn |
| Q4 2020 | 36 holders, $29.1bn | 29 holders, $17.3bn |
| Q1 2021 | 39 holders, $29.4bn | 24 holders, $23.0bn |
| Q2 2021 | 30 holders, $33.9bn | 24 holders, $27.8bn |
| Q3 2021 | 35 holders, $37.5bn | 31 holders, $29.9bn |
| Q4 2021 | 40 holders, $39.7bn | 31 holders, $34.7bn |
| Q1 2022 | 30 holders, $33.5bn | 24 holders, $35.3bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $27.1bn | 31 holders, $43.4bn |
| Q4 2022 | 31 holders, $27.1bn | 31 holders, $46.6bn |
| Q1 2023 | 40 holders, $25.3bn | 33 holders, $44.3bn |
| Q2 2023 | 44 holders, $25.4bn | 37 holders, $59.6bn |
| Q3 2023 | 38 holders, $27.3bn | 44 holders, $67.6bn |
| Q4 2023 | 32 holders, $25.2bn | 45 holders, $73.6bn |
| Q1 2024 | 33 holders, $26.8bn | 41 holders, $95.3bn |
| Q2 2024 | 25 holders, $25.0bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $29.0bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $23.9bn | 46 holders, $93.9bn |
| Q1 2025 | 43 holders, $21.5bn | 42 holders, $98.4bn |
| Q2 2025 | 41 holders, $18.6bn | 43 holders, $93.2bn |
| Q3 2025 | 38 holders, $15.9bn | 39 holders, $86.7bn |
| Q4 2025 | 39 holders, $20.4bn | 41 holders, $123bn |
| Q1 2026 | 36 holders, $19.5bn | 39 holders, $106bn |
| Q2 2026 | 37 holders, $20.8bn | 44 holders, $132bn |
Danaher Corp Del
- Holders
- 33
- Reported value
- $26.8bn
- Buyers
- 15
- Sellers
- 16
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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only DHR (9)
Akre Capital Management LLC, ExodusPoint Capital Management LP, Harris Associates LP, Maverick Capital Ltd, Quantbot Technologies LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Winton Group Ltd
Only LLY (17)
Acadian Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Millennium Management LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, 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.