Holders over time
- GSK
- LLY
| Quarter | GSK | LLY |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $14.1bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $17.3bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $23.0bn |
| Q2 2021 | none listed holders, n.a. | 24 holders, $27.8bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $29.9bn |
| Q4 2021 | none listed holders, n.a. | 31 holders, $34.7bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $35.3bn |
| Q2 2022 | 1 holders, $19m | 33 holders, $42.7bn |
| Q3 2022 | 18 holders, $3.9bn | 31 holders, $43.4bn |
| Q4 2022 | 18 holders, $4.9bn | 31 holders, $46.6bn |
| Q1 2023 | 13 holders, $4.4bn | 33 holders, $44.3bn |
| Q2 2023 | 13 holders, $4.3bn | 37 holders, $59.6bn |
| Q3 2023 | 16 holders, $4.5bn | 44 holders, $67.6bn |
| Q4 2023 | 13 holders, $4.5bn | 45 holders, $73.6bn |
| Q1 2024 | 13 holders, $5.3bn | 41 holders, $95.3bn |
| Q2 2024 | 10 holders, $4.6bn | 43 holders, $110bn |
| Q3 2024 | 10 holders, $4.9bn | 45 holders, $107bn |
| Q4 2024 | 13 holders, $4.9bn | 46 holders, $93.9bn |
| Q1 2025 | 11 holders, $6.3bn | 42 holders, $98.4bn |
| Q2 2025 | 10 holders, $6.2bn | 43 holders, $93.2bn |
| Q3 2025 | 11 holders, $7.5bn | 39 holders, $86.7bn |
| Q4 2025 | 11 holders, $8.8bn | 41 holders, $123bn |
| Q1 2026 | 9 holders, $9.1bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $7.5bn | 44 holders, $132bn |
GSK PLC
- Holders
- 10
- Reported value
- $4.9bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 94 comparable managers.
Eli Lilly & Co
- Holders
- 45
- Reported value
- $107bn
- Buyers
- 24
- Sellers
- 22
Breadth +2 among 94 comparable managers.
Who holds both, Q3 2024
Both (10)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only GSK (0)
None.
Only LLY (35)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, and 10 more
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.