Holders over time
- PODD
- JNJ
| Quarter | PODD | JNJ |
|---|---|---|
| Q3 2020 | 17 holders, $6.7bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $7.2bn | 32 holders, $26.6bn |
| Q1 2021 | 17 holders, $7.8bn | 31 holders, $25.3bn |
| Q2 2021 | 14 holders, $8.6bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $9.1bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $8.7bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $8.4bn | 35 holders, $28.2bn |
| Q2 2022 | 13 holders, $7.1bn | 33 holders, $26.9bn |
| Q3 2022 | 15 holders, $7.5bn | 36 holders, $25.4bn |
| Q4 2022 | 16 holders, $9.5bn | 35 holders, $27.6bn |
| Q1 2023 | 17 holders, $9.2bn | 42 holders, $24.5bn |
| Q2 2023 | 15 holders, $7.7bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $4.0bn | 37 holders, $18.9bn |
| Q4 2023 | 15 holders, $5.4bn | 31 holders, $19.0bn |
| Q1 2024 | 18 holders, $3.5bn | 32 holders, $19.7bn |
| Q2 2024 | 22 holders, $4.1bn | 35 holders, $20.4bn |
| Q3 2024 | 13 holders, $4.8bn | 28 holders, $22.3bn |
| Q4 2024 | 15 holders, $5.6bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $5.3bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.2bn | 31 holders, $18.4bn |
| Q3 2025 | 21 holders, $5.6bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $5.1bn | 29 holders, $27.8bn |
| Q1 2026 | 20 holders, $3.1bn | 34 holders, $35.6bn |
| Q2 2026 | 18 holders, $1.7bn | 33 holders, $39.1bn |
Insulet Corp
- Holders
- 13
- Reported value
- $4.8bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 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 (7)
Bridgewater Associates LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Marshall Wace LLP
Only PODD (6)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, PDT Partners LLC, Winton Group Ltd
Only JNJ (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
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.