Holders over time
- ABT
- LLY
| Quarter | ABT | LLY |
|---|---|---|
| Q3 2020 | 27 holders, $24.7bn | 33 holders, $14.1bn |
| Q4 2020 | 29 holders, $24.8bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $27.6bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $26.5bn | 24 holders, $27.8bn |
| Q3 2021 | 34 holders, $25.4bn | 31 holders, $29.9bn |
| Q4 2021 | 28 holders, $29.2bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $24.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $21.5bn | 33 holders, $42.7bn |
| Q3 2022 | 30 holders, $18.8bn | 31 holders, $43.4bn |
| Q4 2022 | 25 holders, $20.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $19.2bn | 33 holders, $44.3bn |
| Q2 2023 | 27 holders, $20.4bn | 37 holders, $59.6bn |
| Q3 2023 | 30 holders, $17.7bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $21.0bn | 45 holders, $73.6bn |
| Q1 2024 | 27 holders, $20.6bn | 41 holders, $95.3bn |
| Q2 2024 | 37 holders, $16.8bn | 43 holders, $110bn |
| Q3 2024 | 28 holders, $17.7bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $16.6bn | 46 holders, $93.9bn |
| Q1 2025 | 28 holders, $20.9bn | 42 holders, $98.4bn |
| Q2 2025 | 26 holders, $21.1bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $21.3bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $20.6bn | 41 holders, $123bn |
| Q1 2026 | 35 holders, $19.1bn | 39 holders, $106bn |
| Q2 2026 | 36 holders, $15.8bn | 44 holders, $132bn |
Abbott Laboratories
- Holders
- 22
- Reported value
- $16.6bn
- Buyers
- 9
- Sellers
- 11
Breadth -2 among 94 comparable managers.
Eli Lilly & Co
- Holders
- 46
- Reported value
- $93.9bn
- Buyers
- 24
- Sellers
- 23
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only ABT (2)
Only LLY (26)
Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, and 1 more
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.