Holders over time
- ISRG
- JNJ
| Quarter | ISRG | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 30 holders, $26.2bn |
| Q4 2020 | 19 holders, $21.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $23.2bn | 37 holders, $25.6bn |
| Q3 2021 | 31 holders, $23.9bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $26.0bn | 33 holders, $25.2bn |
| Q1 2022 | 27 holders, $21.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $13.0bn | 33 holders, $26.9bn |
| Q3 2022 | 32 holders, $11.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $15.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $14.4bn | 42 holders, $24.5bn |
| Q2 2023 | 33 holders, $20.2bn | 38 holders, $25.0bn |
| Q3 2023 | 40 holders, $17.0bn | 37 holders, $18.9bn |
| Q4 2023 | 38 holders, $20.0bn | 31 holders, $19.0bn |
| Q1 2024 | 32 holders, $23.6bn | 32 holders, $19.7bn |
| Q2 2024 | 29 holders, $27.0bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $28.4bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $30.3bn | 37 holders, $20.4bn |
| Q1 2025 | 42 holders, $28.7bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $30.6bn | 31 holders, $18.4bn |
| Q3 2025 | 41 holders, $23.6bn | 32 holders, $23.7bn |
| Q4 2025 | 41 holders, $35.8bn | 29 holders, $27.8bn |
| Q1 2026 | 40 holders, $29.0bn | 34 holders, $35.6bn |
| Q2 2026 | 35 holders, $24.5bn | 33 holders, $39.1bn |
Intuitive Surgical Inc
- Holders
- 31
- Reported value
- $28.4bn
- Buyers
- 19
- Sellers
- 13
Breadth +6 among 94 comparable managers.
Johnson & Johnson
- Holders
- 28
- Reported value
- $22.3bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 among 94 comparable managers.
Who holds both, Q3 2024
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only ISRG (13)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
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.