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SOLV · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SOLVVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SOLV
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterSOLVVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 2020none listed holders, n.a.30 holders, $18.4bn
Q1 2021none listed holders, n.a.31 holders, $15.4bn
Q2 2021none listed holders, n.a.30 holders, $12.7bn
Q3 2021none listed holders, n.a.35 holders, $10.1bn
Q4 2021none listed holders, n.a.28 holders, $12.4bn
Q1 2022none listed holders, n.a.23 holders, $16.1bn
Q2 2022none listed holders, n.a.25 holders, $18.1bn
Q3 2022none listed holders, n.a.22 holders, $18.4bn
Q4 2022none listed holders, n.a.28 holders, $18.4bn
Q1 2023none listed holders, n.a.26 holders, $21.4bn
Q2 2023none listed holders, n.a.27 holders, $24.7bn
Q3 2023none listed holders, n.a.33 holders, $24.3bn
Q4 2023none listed holders, n.a.32 holders, $28.6bn
Q1 20242 holders, $4.5m31 holders, $29.8bn
Q2 20249 holders, $532m29 holders, $33.4bn
Q3 20248 holders, $863m27 holders, $33.5bn
Q4 20245 holders, $829m26 holders, $28.5bn
Q1 20256 holders, $925m21 holders, $35.4bn
Q2 20254 holders, $802m21 holders, $32.3bn
Q3 20257 holders, $769m22 holders, $25.9bn
Q4 20259 holders, $821m26 holders, $31.8bn
Q1 20266 holders, $648m25 holders, $31.8bn
Q2 20264 holders, $655m26 holders, $34.6bn
SOLV

Solventum Corp

Holders
8
Reported value
$863m
Buyers
4
Sellers
3

Breadth +1 among 94 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
27
Reported value
$33.5bn
Buyers
17
Sellers
10

Breadth +7 among 94 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q3 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SOLV (5)

Arrowstreet Capital LP, Baupost Group LLC, Markel Group Inc, Point72 Asset Management LP, Trian Fund Management LP

Only VRTX (24)

AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management 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.

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