Holders over time
- DHR
- JNJ
| Quarter | DHR | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 30 holders, $26.2bn |
| Q4 2020 | 36 holders, $29.1bn | 32 holders, $26.6bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $25.3bn |
| Q2 2021 | 30 holders, $33.9bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $37.5bn | 40 holders, $24.1bn |
| Q4 2021 | 40 holders, $39.7bn | 33 holders, $25.2bn |
| Q1 2022 | 30 holders, $33.5bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $27.1bn | 36 holders, $25.4bn |
| Q4 2022 | 31 holders, $27.1bn | 35 holders, $27.6bn |
| Q1 2023 | 40 holders, $25.3bn | 42 holders, $24.5bn |
| Q2 2023 | 44 holders, $25.4bn | 38 holders, $25.0bn |
| Q3 2023 | 38 holders, $27.3bn | 37 holders, $18.9bn |
| Q4 2023 | 32 holders, $25.2bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $26.8bn | 32 holders, $19.7bn |
| Q2 2024 | 25 holders, $25.0bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $29.0bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $23.9bn | 37 holders, $20.4bn |
| Q1 2025 | 43 holders, $21.5bn | 32 holders, $20.5bn |
| Q2 2025 | 41 holders, $18.6bn | 31 holders, $18.4bn |
| Q3 2025 | 38 holders, $15.9bn | 32 holders, $23.7bn |
| Q4 2025 | 39 holders, $20.4bn | 29 holders, $27.8bn |
| Q1 2026 | 36 holders, $19.5bn | 34 holders, $35.6bn |
| Q2 2026 | 37 holders, $20.8bn | 33 holders, $39.1bn |
Danaher Corp Del
- Holders
- 25
- Reported value
- $25.0bn
- Buyers
- 10
- Sellers
- 19
Breadth -9 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only DHR (7)
Akre Capital Management LLC, Artisan Partners LP, Capital World Investors, Harris Associates LP, Soros Fund Management LLC, Third Point LLC, Winton Group Ltd
Only JNJ (17)
Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., GAMCO Investors Inc, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC
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.