Holders over time
- ABBV
- JNJ
| Quarter | ABBV | JNJ |
|---|---|---|
| Q3 2020 | 31 holders, $16.4bn | 30 holders, $26.2bn |
| Q4 2020 | 27 holders, $18.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $16.6bn | 31 holders, $25.3bn |
| Q2 2021 | 29 holders, $16.0bn | 37 holders, $25.6bn |
| Q3 2021 | 26 holders, $12.8bn | 40 holders, $24.1bn |
| Q4 2021 | 29 holders, $15.3bn | 33 holders, $25.2bn |
| Q1 2022 | 25 holders, $18.8bn | 35 holders, $28.2bn |
| Q2 2022 | 22 holders, $17.4bn | 33 holders, $26.9bn |
| Q3 2022 | 27 holders, $15.4bn | 36 holders, $25.4bn |
| Q4 2022 | 25 holders, $17.8bn | 35 holders, $27.6bn |
| Q1 2023 | 29 holders, $17.0bn | 42 holders, $24.5bn |
| Q2 2023 | 32 holders, $13.2bn | 38 holders, $25.0bn |
| Q3 2023 | 37 holders, $15.9bn | 37 holders, $18.9bn |
| Q4 2023 | 35 holders, $15.5bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $18.9bn | 32 holders, $19.7bn |
| Q2 2024 | 28 holders, $19.3bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $23.1bn | 28 holders, $22.3bn |
| Q4 2024 | 25 holders, $20.5bn | 37 holders, $20.4bn |
| Q1 2025 | 31 holders, $24.5bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $20.2bn | 31 holders, $18.4bn |
| Q3 2025 | 34 holders, $27.1bn | 32 holders, $23.7bn |
| Q4 2025 | 23 holders, $27.7bn | 29 holders, $27.8bn |
| Q1 2026 | 27 holders, $26.8bn | 34 holders, $35.6bn |
| Q2 2026 | 30 holders, $33.2bn | 33 holders, $39.1bn |
Abbvie Inc
- Holders
- 25
- Reported value
- $20.5bn
- Buyers
- 11
- Sellers
- 12
Breadth -1 among 94 comparable managers.
Johnson & Johnson
- Holders
- 37
- Reported value
- $20.4bn
- Buyers
- 23
- Sellers
- 12
Breadth +11 among 94 comparable managers.
Who holds both, Q4 2024
Both (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, 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, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only ABBV (2)
Only JNJ (14)
Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers 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.