Holders over time
- MDT
- JNJ
| Quarter | MDT | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 30 holders, $26.2bn |
| Q4 2020 | 33 holders, $20.0bn | 32 holders, $26.6bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $25.3bn |
| Q2 2021 | 34 holders, $22.1bn | 37 holders, $25.6bn |
| Q3 2021 | 32 holders, $21.6bn | 40 holders, $24.1bn |
| Q4 2021 | 31 holders, $18.5bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $18.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $26.9bn |
| Q3 2022 | 33 holders, $13.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $13.4bn | 35 holders, $27.6bn |
| Q1 2023 | 25 holders, $13.6bn | 42 holders, $24.5bn |
| Q2 2023 | 30 holders, $15.2bn | 38 holders, $25.0bn |
| Q3 2023 | 28 holders, $13.1bn | 37 holders, $18.9bn |
| Q4 2023 | 24 holders, $12.7bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $12.8bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $11.2bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $13.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $11.5bn | 37 holders, $20.4bn |
| Q1 2025 | 27 holders, $13.8bn | 32 holders, $20.5bn |
| Q2 2025 | 30 holders, $13.3bn | 31 holders, $18.4bn |
| Q3 2025 | 25 holders, $13.6bn | 32 holders, $23.7bn |
| Q4 2025 | 27 holders, $14.9bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $14.3bn | 34 holders, $35.6bn |
| Q2 2026 | 29 holders, $12.8bn | 33 holders, $39.1bn |
Medtronic PLC
- Holders
- 30
- Reported value
- $13.9bn
- Buyers
- 21
- Sellers
- 9
Breadth +12 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)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP
Only MDT (12)
Artisan Partners LP, Baillie Gifford & Co, Citadel Advisors LLC, First Eagle Investment Management LLC, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Verition Fund Management 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.