Holders over time
- BDX
- JNJ
| Quarter | BDX | JNJ |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $10.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $25.3bn |
| Q2 2021 | 19 holders, $9.0bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $10.3bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $11.1bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $10.5bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $11.0bn | 36 holders, $25.4bn |
| Q4 2022 | 27 holders, $12.5bn | 35 holders, $27.6bn |
| Q1 2023 | 28 holders, $11.1bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $11.7bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $10.3bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $8.7bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $8.4bn | 32 holders, $19.7bn |
| Q2 2024 | 31 holders, $8.1bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $8.6bn | 28 holders, $22.3bn |
| Q4 2024 | 26 holders, $8.4bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $8.6bn | 32 holders, $20.5bn |
| Q2 2025 | 24 holders, $7.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $7.3bn | 32 holders, $23.7bn |
| Q4 2025 | 17 holders, $8.6bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $8.5bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $8.4bn | 33 holders, $39.1bn |
Becton Dickinson & Co
- Holders
- 26
- Reported value
- $8.4bn
- Buyers
- 11
- Sellers
- 13
Breadth -2 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only BDX (7)
Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only JNJ (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund 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.