Holders over time
- INSP
- LLY
| Quarter | INSP | LLY |
|---|---|---|
| Q3 2020 | 8 holders, $638m | 33 holders, $14.1bn |
| Q4 2020 | 10 holders, $936m | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $790m | 24 holders, $23.0bn |
| Q2 2021 | 11 holders, $277m | 24 holders, $27.8bn |
| Q3 2021 | 11 holders, $486m | 31 holders, $29.9bn |
| Q4 2021 | 10 holders, $282m | 31 holders, $34.7bn |
| Q1 2022 | 14 holders, $1.3bn | 24 holders, $35.3bn |
| Q2 2022 | 13 holders, $790m | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $436m | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $740m | 31 holders, $46.6bn |
| Q1 2023 | 15 holders, $738m | 33 holders, $44.3bn |
| Q2 2023 | 18 holders, $1.2bn | 37 holders, $59.6bn |
| Q3 2023 | 13 holders, $1.1bn | 44 holders, $67.6bn |
| Q4 2023 | 10 holders, $1.6bn | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $2.0bn | 41 holders, $95.3bn |
| Q2 2024 | 7 holders, $666m | 43 holders, $110bn |
| Q3 2024 | 11 holders, $1.6bn | 45 holders, $107bn |
| Q4 2024 | 11 holders, $1.2bn | 46 holders, $93.9bn |
| Q1 2025 | 10 holders, $627m | 42 holders, $98.4bn |
| Q2 2025 | 7 holders, $649m | 43 holders, $93.2bn |
| Q3 2025 | 8 holders, $232m | 39 holders, $86.7bn |
| Q4 2025 | 10 holders, $554m | 41 holders, $123bn |
| Q1 2026 | 4 holders, $199m | 39 holders, $106bn |
| Q2 2026 | 3 holders, $45m | 44 holders, $132bn |
Inspire Med Sys Inc
- Holders
- 11
- Reported value
- $1.2bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (7)
AQR Capital Management LLC, Artisan Partners LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Winton Group Ltd
Only INSP (4)
Baillie Gifford & Co, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, PDT Partners LLC
Only LLY (39)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Lone Pine Capital LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 14 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.