Holders over time
- MMM
- JNJ
| Quarter | MMM | JNJ |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $4.3bn | 32 holders, $26.6bn |
| Q1 2021 | 16 holders, $4.6bn | 31 holders, $25.3bn |
| Q2 2021 | 15 holders, $5.1bn | 37 holders, $25.6bn |
| Q3 2021 | 17 holders, $4.0bn | 40 holders, $24.1bn |
| Q4 2021 | 17 holders, $3.6bn | 33 holders, $25.2bn |
| Q1 2022 | 18 holders, $2.2bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $26.9bn |
| Q3 2022 | 26 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 22 holders, $2.1bn | 35 holders, $27.6bn |
| Q1 2023 | 21 holders, $1.8bn | 42 holders, $24.5bn |
| Q2 2023 | 21 holders, $1.8bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $1.8bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $2.5bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $3.3bn | 32 holders, $19.7bn |
| Q2 2024 | 30 holders, $4.8bn | 35 holders, $20.4bn |
| Q3 2024 | 34 holders, $5.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $5.8bn | 37 holders, $20.4bn |
| Q1 2025 | 26 holders, $7.2bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.9bn | 31 holders, $18.4bn |
| Q3 2025 | 24 holders, $6.8bn | 32 holders, $23.7bn |
| Q4 2025 | 20 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 26 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 31 holders, $7.1bn | 33 holders, $39.1bn |
3M Co
- Holders
- 34
- Reported value
- $5.9bn
- Buyers
- 12
- Sellers
- 20
Breadth -8 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only MMM (15)
ARK Investment Management LLC, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
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.