Holders over time
- ISRG
- JNJ
| Quarter | ISRG | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 30 holders, $26.2bn |
| Q4 2020 | 19 holders, $21.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $23.2bn | 37 holders, $25.6bn |
| Q3 2021 | 31 holders, $23.9bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $26.0bn | 33 holders, $25.2bn |
| Q1 2022 | 27 holders, $21.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $13.0bn | 33 holders, $26.9bn |
| Q3 2022 | 32 holders, $11.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $15.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $14.4bn | 42 holders, $24.5bn |
| Q2 2023 | 33 holders, $20.2bn | 38 holders, $25.0bn |
| Q3 2023 | 40 holders, $17.0bn | 37 holders, $18.9bn |
| Q4 2023 | 38 holders, $20.0bn | 31 holders, $19.0bn |
| Q1 2024 | 32 holders, $23.6bn | 32 holders, $19.7bn |
| Q2 2024 | 29 holders, $27.0bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $28.4bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $30.3bn | 37 holders, $20.4bn |
| Q1 2025 | 42 holders, $28.7bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $30.6bn | 31 holders, $18.4bn |
| Q3 2025 | 41 holders, $23.6bn | 32 holders, $23.7bn |
| Q4 2025 | 41 holders, $35.8bn | 29 holders, $27.8bn |
| Q1 2026 | 40 holders, $29.0bn | 34 holders, $35.6bn |
| Q2 2026 | 35 holders, $24.5bn | 33 holders, $39.1bn |
Intuitive Surgical Inc
- Holders
- 32
- Reported value
- $23.6bn
- Buyers
- 13
- Sellers
- 22
Breadth -9 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ISRG (13)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Viking Global Investors LP
Only JNJ (13)
AQR Capital Management LLC, Caxton Associates LLP, Dodge & Cox, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
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.