Holders over time
- SYK
- LLY
| Quarter | SYK | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 33 holders, $14.1bn |
| Q4 2020 | 15 holders, $13.5bn | 29 holders, $17.3bn |
| Q1 2021 | 21 holders, $14.0bn | 24 holders, $23.0bn |
| Q2 2021 | 20 holders, $15.4bn | 24 holders, $27.8bn |
| Q3 2021 | 20 holders, $15.9bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $15.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $16.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $11.4bn | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $12.1bn | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $14.5bn | 31 holders, $46.6bn |
| Q1 2023 | 17 holders, $17.5bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $16.9bn | 37 holders, $59.6bn |
| Q3 2023 | 21 holders, $14.0bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $14.9bn | 45 holders, $73.6bn |
| Q1 2024 | 24 holders, $16.9bn | 41 holders, $95.3bn |
| Q2 2024 | 23 holders, $15.3bn | 43 holders, $110bn |
| Q3 2024 | 20 holders, $15.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $14.8bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $14.8bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $16.8bn | 43 holders, $93.2bn |
| Q3 2025 | 23 holders, $15.1bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $14.0bn | 41 holders, $123bn |
| Q1 2026 | 29 holders, $14.0bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $11.4bn | 44 holders, $132bn |
Stryker Corporation
- Holders
- 23
- Reported value
- $15.3bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 94 comparable managers.
Eli Lilly & Co
- Holders
- 43
- Reported value
- $110bn
- Buyers
- 29
- Sellers
- 17
Breadth +12 among 94 comparable managers.
Who holds both, Q2 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
Only LLY (23)
Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd, 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.