Holders over time
- PFE
- JNJ
| Quarter | PFE | JNJ |
|---|---|---|
| Q3 2020 | 27 holders, $24.9bn | 30 holders, $26.2bn |
| Q4 2020 | 24 holders, $24.4bn | 32 holders, $26.6bn |
| Q1 2021 | 28 holders, $22.8bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $25.0bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $27.3bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $38.6bn | 33 holders, $25.2bn |
| Q1 2022 | 34 holders, $33.0bn | 35 holders, $28.2bn |
| Q2 2022 | 26 holders, $33.9bn | 33 holders, $26.9bn |
| Q3 2022 | 35 holders, $28.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $32.8bn | 35 holders, $27.6bn |
| Q1 2023 | 35 holders, $27.0bn | 42 holders, $24.5bn |
| Q2 2023 | 31 holders, $23.0bn | 38 holders, $25.0bn |
| Q3 2023 | 37 holders, $22.0bn | 37 holders, $18.9bn |
| Q4 2023 | 33 holders, $18.8bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $15.2bn | 32 holders, $19.7bn |
| Q2 2024 | 32 holders, $14.6bn | 35 holders, $20.4bn |
| Q3 2024 | 29 holders, $13.2bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $11.4bn | 37 holders, $20.4bn |
| Q1 2025 | 34 holders, $9.3bn | 32 holders, $20.5bn |
| Q2 2025 | 28 holders, $7.8bn | 31 holders, $18.4bn |
| Q3 2025 | 29 holders, $7.4bn | 32 holders, $23.7bn |
| Q4 2025 | 26 holders, $6.4bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $5.2bn | 33 holders, $39.1bn |
Pfizer Inc
- Holders
- 32
- Reported value
- $14.6bn
- Buyers
- 19
- Sellers
- 12
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 (25)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital 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.