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PODD · LLY in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PODDLLY
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PODD
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterPODDLLY
Q3 202017 holders, $6.7bn33 holders, $14.1bn
Q4 202020 holders, $7.2bn29 holders, $17.3bn
Q1 202117 holders, $7.8bn24 holders, $23.0bn
Q2 202114 holders, $8.6bn24 holders, $27.8bn
Q3 202114 holders, $9.1bn31 holders, $29.9bn
Q4 202114 holders, $8.7bn31 holders, $34.7bn
Q1 202214 holders, $8.4bn24 holders, $35.3bn
Q2 202213 holders, $7.1bn33 holders, $42.7bn
Q3 202215 holders, $7.5bn31 holders, $43.4bn
Q4 202216 holders, $9.5bn31 holders, $46.6bn
Q1 202317 holders, $9.2bn33 holders, $44.3bn
Q2 202315 holders, $7.7bn37 holders, $59.6bn
Q3 202320 holders, $4.0bn44 holders, $67.6bn
Q4 202315 holders, $5.4bn45 holders, $73.6bn
Q1 202418 holders, $3.5bn41 holders, $95.3bn
Q2 202422 holders, $4.1bn43 holders, $110bn
Q3 202413 holders, $4.8bn45 holders, $107bn
Q4 202415 holders, $5.6bn46 holders, $93.9bn
Q1 202516 holders, $5.3bn42 holders, $98.4bn
Q2 202521 holders, $6.2bn43 holders, $93.2bn
Q3 202521 holders, $5.6bn39 holders, $86.7bn
Q4 202521 holders, $5.1bn41 holders, $123bn
Q1 202620 holders, $3.1bn39 holders, $106bn
Q2 202618 holders, $1.7bn44 holders, $132bn
PODD

Insulet Corp

Holders
18
Reported value
$3.5bn
Buyers
9
Sellers
9

Breadth 0 among 93 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
LLY

Eli Lilly & Co

Holders
41
Reported value
$95.3bn
Buyers
15
Sellers
27

Breadth -12 among 93 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2024

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PODD (7)

Baillie Gifford & Co, Brevan Howard Capital Management LP, D1 Capital Partners LP, Eisler Capital Management Ltd, Maverick Capital Ltd, PDT Partners LLC, Winton Group Ltd

Only LLY (30)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 5 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.

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