Holders over time
- GSK
- JNJ
| Quarter | GSK | JNJ |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $26.2bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $26.6bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $25.3bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $25.6bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $24.1bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $28.2bn |
| Q2 2022 | 1 holders, $19m | 33 holders, $26.9bn |
| Q3 2022 | 18 holders, $3.9bn | 36 holders, $25.4bn |
| Q4 2022 | 18 holders, $4.9bn | 35 holders, $27.6bn |
| Q1 2023 | 13 holders, $4.4bn | 42 holders, $24.5bn |
| Q2 2023 | 13 holders, $4.3bn | 38 holders, $25.0bn |
| Q3 2023 | 16 holders, $4.5bn | 37 holders, $18.9bn |
| Q4 2023 | 13 holders, $4.5bn | 31 holders, $19.0bn |
| Q1 2024 | 13 holders, $5.3bn | 32 holders, $19.7bn |
| Q2 2024 | 10 holders, $4.6bn | 35 holders, $20.4bn |
| Q3 2024 | 10 holders, $4.9bn | 28 holders, $22.3bn |
| Q4 2024 | 13 holders, $4.9bn | 37 holders, $20.4bn |
| Q1 2025 | 11 holders, $6.3bn | 32 holders, $20.5bn |
| Q2 2025 | 10 holders, $6.2bn | 31 holders, $18.4bn |
| Q3 2025 | 11 holders, $7.5bn | 32 holders, $23.7bn |
| Q4 2025 | 11 holders, $8.8bn | 29 holders, $27.8bn |
| Q1 2026 | 9 holders, $9.1bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $7.5bn | 33 holders, $39.1bn |
GSK PLC
- Holders
- 13
- Reported value
- $4.9bn
- Buyers
- 11
- Sellers
- 2
Breadth +9 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 (12)
Acadian Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only GSK (1)
Only JNJ (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
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.