Holders over time
- DHR
- JNJ
| Quarter | DHR | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 30 holders, $26.2bn |
| Q4 2020 | 36 holders, $29.1bn | 32 holders, $26.6bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $25.3bn |
| Q2 2021 | 30 holders, $33.9bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $37.5bn | 40 holders, $24.1bn |
| Q4 2021 | 40 holders, $39.7bn | 33 holders, $25.2bn |
| Q1 2022 | 30 holders, $33.5bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $27.1bn | 36 holders, $25.4bn |
| Q4 2022 | 31 holders, $27.1bn | 35 holders, $27.6bn |
| Q1 2023 | 40 holders, $25.3bn | 42 holders, $24.5bn |
| Q2 2023 | 44 holders, $25.4bn | 38 holders, $25.0bn |
| Q3 2023 | 38 holders, $27.3bn | 37 holders, $18.9bn |
| Q4 2023 | 32 holders, $25.2bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $26.8bn | 32 holders, $19.7bn |
| Q2 2024 | 25 holders, $25.0bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $29.0bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $23.9bn | 37 holders, $20.4bn |
| Q1 2025 | 43 holders, $21.5bn | 32 holders, $20.5bn |
| Q2 2025 | 41 holders, $18.6bn | 31 holders, $18.4bn |
| Q3 2025 | 38 holders, $15.9bn | 32 holders, $23.7bn |
| Q4 2025 | 39 holders, $20.4bn | 29 holders, $27.8bn |
| Q1 2026 | 36 holders, $19.5bn | 34 holders, $35.6bn |
| Q2 2026 | 37 holders, $20.8bn | 33 holders, $39.1bn |
Danaher Corp Del
- Holders
- 33
- Reported value
- $23.9bn
- Buyers
- 19
- Sellers
- 13
Breadth +6 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only DHR (9)
Akre Capital Management LLC, Artisan Partners LP, Capital World Investors, ExodusPoint Capital Management LP, Harris Associates LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Two Sigma Investments LP
Only JNJ (13)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, 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.