Holders over time
- WST
- LLY
| Quarter | WST | LLY |
|---|---|---|
| Q3 2020 | 20 holders, $3.8bn | 33 holders, $14.1bn |
| Q4 2020 | 18 holders, $3.9bn | 29 holders, $17.3bn |
| Q1 2021 | 15 holders, $3.6bn | 24 holders, $23.0bn |
| Q2 2021 | 16 holders, $4.9bn | 24 holders, $27.8bn |
| Q3 2021 | 21 holders, $5.9bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $6.8bn | 31 holders, $34.7bn |
| Q1 2022 | 20 holders, $6.3bn | 24 holders, $35.3bn |
| Q2 2022 | 19 holders, $4.4bn | 33 holders, $42.7bn |
| Q3 2022 | 23 holders, $2.9bn | 31 holders, $43.4bn |
| Q4 2022 | 20 holders, $2.2bn | 31 holders, $46.6bn |
| Q1 2023 | 19 holders, $3.9bn | 33 holders, $44.3bn |
| Q2 2023 | 19 holders, $4.1bn | 37 holders, $59.6bn |
| Q3 2023 | 20 holders, $4.3bn | 44 holders, $67.6bn |
| Q4 2023 | 16 holders, $3.5bn | 45 holders, $73.6bn |
| Q1 2024 | 17 holders, $4.1bn | 41 holders, $95.3bn |
| Q2 2024 | 14 holders, $3.2bn | 43 holders, $110bn |
| Q3 2024 | 14 holders, $2.9bn | 45 holders, $107bn |
| Q4 2024 | 17 holders, $3.0bn | 46 holders, $93.9bn |
| Q1 2025 | 12 holders, $1.4bn | 42 holders, $98.4bn |
| Q2 2025 | 13 holders, $1.3bn | 43 holders, $93.2bn |
| Q3 2025 | 13 holders, $2.1bn | 39 holders, $86.7bn |
| Q4 2025 | 16 holders, $1.6bn | 41 holders, $123bn |
| Q1 2026 | 12 holders, $1.3bn | 39 holders, $106bn |
| Q2 2026 | 12 holders, $3.1bn | 44 holders, $132bn |
West Pharmaceutical SVSC Inc
- Holders
- 17
- Reported value
- $4.1bn
- Buyers
- 12
- Sellers
- 7
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 (13)
AllianceBernstein LP, Artisan Partners LP, Citadel Advisors LLC, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only WST (4)
Durable Capital Partners LP, ExodusPoint Capital Management LP, Maverick Capital Ltd, Winton Group Ltd
Only LLY (28)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 3 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.