Holders over time
- BMY
- JNJ
| Quarter | BMY | JNJ |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $16.4bn | 32 holders, $26.6bn |
| Q1 2021 | 31 holders, $15.2bn | 31 holders, $25.3bn |
| Q2 2021 | 27 holders, $16.3bn | 37 holders, $25.6bn |
| Q3 2021 | 30 holders, $14.2bn | 40 holders, $24.1bn |
| Q4 2021 | 28 holders, $12.9bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $15.2bn | 35 holders, $28.2bn |
| Q2 2022 | 31 holders, $14.8bn | 33 holders, $26.9bn |
| Q3 2022 | 27 holders, $12.2bn | 36 holders, $25.4bn |
| Q4 2022 | 33 holders, $10.0bn | 35 holders, $27.6bn |
| Q1 2023 | 29 holders, $8.4bn | 42 holders, $24.5bn |
| Q2 2023 | 29 holders, $7.9bn | 38 holders, $25.0bn |
| Q3 2023 | 32 holders, $7.5bn | 37 holders, $18.9bn |
| Q4 2023 | 30 holders, $7.2bn | 31 holders, $19.0bn |
| Q1 2024 | 20 holders, $6.6bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $6.4bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $7.9bn | 28 holders, $22.3bn |
| Q4 2024 | 27 holders, $6.6bn | 37 holders, $20.4bn |
| Q1 2025 | 20 holders, $6.6bn | 32 holders, $20.5bn |
| Q2 2025 | 22 holders, $5.6bn | 31 holders, $18.4bn |
| Q3 2025 | 28 holders, $5.4bn | 32 holders, $23.7bn |
| Q4 2025 | 25 holders, $7.7bn | 29 holders, $27.8bn |
| Q1 2026 | 27 holders, $8.3bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $8.2bn | 33 holders, $39.1bn |
Bristol-myers Squibb Co
- Holders
- 26
- Reported value
- $6.4bn
- Buyers
- 17
- Sellers
- 10
Breadth +7 among 94 comparable managers.
Johnson & Johnson
- Holders
- 35
- Reported value
- $20.4bn
- Buyers
- 24
- Sellers
- 8
Breadth +16 among 94 comparable managers.
Who holds both, Q2 2024
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only BMY (4)
Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp
Only JNJ (13)
Brevan Howard Capital Management LP, Caxton Associates LLP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.