Holders over time
- MMM
- JNJ
| Quarter | MMM | JNJ |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $4.3bn | 32 holders, $26.6bn |
| Q1 2021 | 16 holders, $4.6bn | 31 holders, $25.3bn |
| Q2 2021 | 15 holders, $5.1bn | 37 holders, $25.6bn |
| Q3 2021 | 17 holders, $4.0bn | 40 holders, $24.1bn |
| Q4 2021 | 17 holders, $3.6bn | 33 holders, $25.2bn |
| Q1 2022 | 18 holders, $2.2bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $26.9bn |
| Q3 2022 | 26 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 22 holders, $2.1bn | 35 holders, $27.6bn |
| Q1 2023 | 21 holders, $1.8bn | 42 holders, $24.5bn |
| Q2 2023 | 21 holders, $1.8bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $1.8bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $2.5bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $3.3bn | 32 holders, $19.7bn |
| Q2 2024 | 30 holders, $4.8bn | 35 holders, $20.4bn |
| Q3 2024 | 34 holders, $5.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $5.8bn | 37 holders, $20.4bn |
| Q1 2025 | 26 holders, $7.2bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.9bn | 31 holders, $18.4bn |
| Q3 2025 | 24 holders, $6.8bn | 32 holders, $23.7bn |
| Q4 2025 | 20 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 26 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 31 holders, $7.1bn | 33 holders, $39.1bn |
3M Co
- Holders
- 30
- Reported value
- $4.8bn
- Buyers
- 22
- Sellers
- 7
Breadth +15 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC
Only MMM (10)
ARK Investment Management LLC, Balyasny Asset Management LLC, Capital World Investors, Davidson Kempner Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Winton Group Ltd
Only JNJ (15)
Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.