Holders over time
- MTD
- JNJ
| Quarter | MTD | JNJ |
|---|---|---|
| Q3 2020 | 18 holders, $3.5bn | 30 holders, $26.2bn |
| Q4 2020 | 16 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 19 holders, $3.3bn | 31 holders, $25.3bn |
| Q2 2021 | 23 holders, $3.8bn | 37 holders, $25.6bn |
| Q3 2021 | 20 holders, $3.5bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $4.4bn | 33 holders, $25.2bn |
| Q1 2022 | 20 holders, $3.5bn | 35 holders, $28.2bn |
| Q2 2022 | 20 holders, $2.9bn | 33 holders, $26.9bn |
| Q3 2022 | 19 holders, $2.7bn | 36 holders, $25.4bn |
| Q4 2022 | 17 holders, $3.8bn | 35 holders, $27.6bn |
| Q1 2023 | 24 holders, $4.2bn | 42 holders, $24.5bn |
| Q2 2023 | 25 holders, $3.4bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $1.7bn | 37 holders, $18.9bn |
| Q4 2023 | 24 holders, $2.0bn | 31 holders, $19.0bn |
| Q1 2024 | 20 holders, $2.0bn | 32 holders, $19.7bn |
| Q2 2024 | 17 holders, $2.4bn | 35 holders, $20.4bn |
| Q3 2024 | 17 holders, $2.6bn | 28 holders, $22.3bn |
| Q4 2024 | 17 holders, $1.9bn | 37 holders, $20.4bn |
| Q1 2025 | 15 holders, $2.0bn | 32 holders, $20.5bn |
| Q2 2025 | 12 holders, $2.0bn | 31 holders, $18.4bn |
| Q3 2025 | 11 holders, $2.0bn | 32 holders, $23.7bn |
| Q4 2025 | 14 holders, $2.5bn | 29 holders, $27.8bn |
| Q1 2026 | 10 holders, $2.4bn | 34 holders, $35.6bn |
| Q2 2026 | 14 holders, $3.0bn | 33 holders, $39.1bn |
Mettler Toledo International
- Holders
- 20
- Reported value
- $2.0bn
- Buyers
- 7
- Sellers
- 15
Breadth -8 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 (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MTD (6)
Artisan Partners LP, Baillie Gifford & Co, Eisler Capital Management Ltd, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP
Only JNJ (18)
Arrowstreet Capital LP, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, 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.