Holders over time
- DHR
- LLY
| Quarter | DHR | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 33 holders, $14.1bn |
| Q4 2020 | 36 holders, $29.1bn | 29 holders, $17.3bn |
| Q1 2021 | 39 holders, $29.4bn | 24 holders, $23.0bn |
| Q2 2021 | 30 holders, $33.9bn | 24 holders, $27.8bn |
| Q3 2021 | 35 holders, $37.5bn | 31 holders, $29.9bn |
| Q4 2021 | 40 holders, $39.7bn | 31 holders, $34.7bn |
| Q1 2022 | 30 holders, $33.5bn | 24 holders, $35.3bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $27.1bn | 31 holders, $43.4bn |
| Q4 2022 | 31 holders, $27.1bn | 31 holders, $46.6bn |
| Q1 2023 | 40 holders, $25.3bn | 33 holders, $44.3bn |
| Q2 2023 | 44 holders, $25.4bn | 37 holders, $59.6bn |
| Q3 2023 | 38 holders, $27.3bn | 44 holders, $67.6bn |
| Q4 2023 | 32 holders, $25.2bn | 45 holders, $73.6bn |
| Q1 2024 | 33 holders, $26.8bn | 41 holders, $95.3bn |
| Q2 2024 | 25 holders, $25.0bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $29.0bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $23.9bn | 46 holders, $93.9bn |
| Q1 2025 | 43 holders, $21.5bn | 42 holders, $98.4bn |
| Q2 2025 | 41 holders, $18.6bn | 43 holders, $93.2bn |
| Q3 2025 | 38 holders, $15.9bn | 39 holders, $86.7bn |
| Q4 2025 | 39 holders, $20.4bn | 41 holders, $123bn |
| Q1 2026 | 36 holders, $19.5bn | 39 holders, $106bn |
| Q2 2026 | 37 holders, $20.8bn | 44 holders, $132bn |
Danaher Corp Del
- Holders
- 33
- Reported value
- $23.9bn
- Buyers
- 19
- Sellers
- 13
Breadth +6 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 (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World 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, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only DHR (7)
Akre Capital Management LLC, Arrowstreet Capital LP, ExodusPoint Capital Management LP, Harris Associates LP, Point72 Asset Management LP, Third Point LLC, Tudor Investment Corp
Only LLY (20)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, Egerton Capital UK LLP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.