Holders over time
- NVO
- LLY
| Quarter | NVO | LLY |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 33 holders, $14.1bn |
| Q4 2020 | 5 holders, $2.0bn | 29 holders, $17.3bn |
| Q1 2021 | 4 holders, $1.8bn | 24 holders, $23.0bn |
| Q2 2021 | 5 holders, $2.2bn | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $2.4bn | 31 holders, $29.9bn |
| Q4 2021 | 6 holders, $2.5bn | 31 holders, $34.7bn |
| Q1 2022 | 7 holders, $2.4bn | 24 holders, $35.3bn |
| Q2 2022 | 10 holders, $2.5bn | 33 holders, $42.7bn |
| Q3 2022 | 7 holders, $1.8bn | 31 holders, $43.4bn |
| Q4 2022 | 12 holders, $3.1bn | 31 holders, $46.6bn |
| Q1 2023 | 14 holders, $3.8bn | 33 holders, $44.3bn |
| Q2 2023 | 17 holders, $4.3bn | 37 holders, $59.6bn |
| Q3 2023 | 20 holders, $5.6bn | 44 holders, $67.6bn |
| Q4 2023 | 23 holders, $6.0bn | 45 holders, $73.6bn |
| Q1 2024 | 17 holders, $7.3bn | 41 holders, $95.3bn |
| Q2 2024 | 24 holders, $8.7bn | 43 holders, $110bn |
| Q3 2024 | 23 holders, $6.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $4.3bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $2.8bn | 42 holders, $98.4bn |
| Q2 2025 | 15 holders, $2.4bn | 43 holders, $93.2bn |
| Q3 2025 | 15 holders, $1.6bn | 39 holders, $86.7bn |
| Q4 2025 | 12 holders, $1.6bn | 41 holders, $123bn |
| Q1 2026 | 17 holders, $2.9bn | 39 holders, $106bn |
| Q2 2026 | 15 holders, $3.0bn | 44 holders, $132bn |
Novo-nordisk A S
- Holders
- 17
- Reported value
- $7.3bn
- Buyers
- 7
- Sellers
- 12
Breadth -5 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 (12)
Acadian Asset Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Fidelity (FMR LLC), Janus Henderson Group Ltd, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP
Only NVO (5)
Baillie Gifford & Co, Markel Group Inc, Maverick Capital Ltd, Soros Fund Management LLC, Tudor Investment Corp
Only LLY (29)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP, and 4 more
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.