Holders over time
- AMGN
- GILD
| Quarter | AMGN | GILD |
|---|---|---|
| Q3 2020 | 16 holders, $16.3bn | 25 holders, $14.2bn |
| Q4 2020 | 19 holders, $14.0bn | 27 holders, $13.4bn |
| Q1 2021 | 16 holders, $14.5bn | 24 holders, $14.5bn |
| Q2 2021 | 23 holders, $13.8bn | 18 holders, $14.9bn |
| Q3 2021 | 24 holders, $11.6bn | 20 holders, $16.4bn |
| Q4 2021 | 21 holders, $10.4bn | 20 holders, $16.8bn |
| Q1 2022 | 23 holders, $9.9bn | 28 holders, $13.2bn |
| Q2 2022 | 28 holders, $9.7bn | 26 holders, $13.6bn |
| Q3 2022 | 21 holders, $7.9bn | 24 holders, $13.3bn |
| Q4 2022 | 24 holders, $9.3bn | 32 holders, $21.1bn |
| Q1 2023 | 22 holders, $8.4bn | 27 holders, $21.8bn |
| Q2 2023 | 26 holders, $7.4bn | 24 holders, $20.7bn |
| Q3 2023 | 26 holders, $8.7bn | 24 holders, $20.0bn |
| Q4 2023 | 24 holders, $8.4bn | 22 holders, $21.5bn |
| Q1 2024 | 25 holders, $6.7bn | 30 holders, $20.3bn |
| Q2 2024 | 20 holders, $8.0bn | 28 holders, $18.5bn |
| Q3 2024 | 21 holders, $8.8bn | 29 holders, $24.2bn |
| Q4 2024 | 20 holders, $8.2bn | 28 holders, $25.9bn |
| Q1 2025 | 25 holders, $12.0bn | 33 holders, $32.0bn |
| Q2 2025 | 20 holders, $10.2bn | 27 holders, $30.9bn |
| Q3 2025 | 17 holders, $10.4bn | 23 holders, $29.4bn |
| Q4 2025 | 19 holders, $18.0bn | 25 holders, $34.3bn |
| Q1 2026 | 15 holders, $21.4bn | 25 holders, $38.5bn |
| Q2 2026 | 23 holders, $24.9bn | 26 holders, $34.2bn |
Amgen Inc
- Holders
- 21
- Reported value
- $8.8bn
- Buyers
- 16
- Sellers
- 5
Breadth +11 among 94 comparable managers.
Gilead Sciences Inc
- Holders
- 29
- Reported value
- $24.2bn
- Buyers
- 15
- Sellers
- 15
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only AMGN (4)
ARK Investment Management LLC, Brevan Howard Capital Management LP, Farallon Capital Management LLC, Neuberger Berman Group LLC
Only GILD (12)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors 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.