Holders over time
- NVO
- JNJ
| Quarter | NVO | JNJ |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 30 holders, $26.2bn |
| Q4 2020 | 5 holders, $2.0bn | 32 holders, $26.6bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $25.3bn |
| Q2 2021 | 5 holders, $2.2bn | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $2.4bn | 40 holders, $24.1bn |
| Q4 2021 | 6 holders, $2.5bn | 33 holders, $25.2bn |
| Q1 2022 | 7 holders, $2.4bn | 35 holders, $28.2bn |
| Q2 2022 | 10 holders, $2.5bn | 33 holders, $26.9bn |
| Q3 2022 | 7 holders, $1.8bn | 36 holders, $25.4bn |
| Q4 2022 | 12 holders, $3.1bn | 35 holders, $27.6bn |
| Q1 2023 | 14 holders, $3.8bn | 42 holders, $24.5bn |
| Q2 2023 | 17 holders, $4.3bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $5.6bn | 37 holders, $18.9bn |
| Q4 2023 | 23 holders, $6.0bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $7.3bn | 32 holders, $19.7bn |
| Q2 2024 | 24 holders, $8.7bn | 35 holders, $20.4bn |
| Q3 2024 | 23 holders, $6.5bn | 28 holders, $22.3bn |
| Q4 2024 | 21 holders, $4.3bn | 37 holders, $20.4bn |
| Q1 2025 | 18 holders, $2.8bn | 32 holders, $20.5bn |
| Q2 2025 | 15 holders, $2.4bn | 31 holders, $18.4bn |
| Q3 2025 | 15 holders, $1.6bn | 32 holders, $23.7bn |
| Q4 2025 | 12 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 17 holders, $2.9bn | 34 holders, $35.6bn |
| Q2 2026 | 15 holders, $3.0bn | 33 holders, $39.1bn |
Novo-nordisk A S
- Holders
- 17
- Reported value
- $7.3bn
- Buyers
- 7
- Sellers
- 12
Breadth -5 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 (8)
Acadian Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Markel Group Inc, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP
Only NVO (9)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, Maverick Capital Ltd, Polen Capital Management LLC, Soros Fund Management LLC, Tiger Global Management LLC, Tudor Investment Corp
Only JNJ (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.