Holders over time
- MMM
- LLY
| Quarter | MMM | LLY |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 33 holders, $14.1bn |
| Q4 2020 | 20 holders, $4.3bn | 29 holders, $17.3bn |
| Q1 2021 | 16 holders, $4.6bn | 24 holders, $23.0bn |
| Q2 2021 | 15 holders, $5.1bn | 24 holders, $27.8bn |
| Q3 2021 | 17 holders, $4.0bn | 31 holders, $29.9bn |
| Q4 2021 | 17 holders, $3.6bn | 31 holders, $34.7bn |
| Q1 2022 | 18 holders, $2.2bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $42.7bn |
| Q3 2022 | 26 holders, $2.2bn | 31 holders, $43.4bn |
| Q4 2022 | 22 holders, $2.1bn | 31 holders, $46.6bn |
| Q1 2023 | 21 holders, $1.8bn | 33 holders, $44.3bn |
| Q2 2023 | 21 holders, $1.8bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $1.8bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $2.5bn | 45 holders, $73.6bn |
| Q1 2024 | 29 holders, $3.3bn | 41 holders, $95.3bn |
| Q2 2024 | 30 holders, $4.8bn | 43 holders, $110bn |
| Q3 2024 | 34 holders, $5.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $5.8bn | 46 holders, $93.9bn |
| Q1 2025 | 26 holders, $7.2bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $6.9bn | 43 holders, $93.2bn |
| Q3 2025 | 24 holders, $6.8bn | 39 holders, $86.7bn |
| Q4 2025 | 20 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 26 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 31 holders, $7.1bn | 44 holders, $132bn |
3M Co
- Holders
- 29
- Reported value
- $3.3bn
- Buyers
- 23
- Sellers
- 8
Breadth +15 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, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, 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
Only MMM (7)
ARK Investment Management LLC, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Markel Group Inc, Soros Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only LLY (19)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Viking Global Investors LP, Wellington Management Group LLP, 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.