Holders over time
- IQV
- JNJ
| Quarter | IQV | JNJ |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 30 holders, $26.2bn |
| Q4 2020 | 22 holders, $5.2bn | 32 holders, $26.6bn |
| Q1 2021 | 18 holders, $5.4bn | 31 holders, $25.3bn |
| Q2 2021 | 26 holders, $6.1bn | 37 holders, $25.6bn |
| Q3 2021 | 24 holders, $5.9bn | 40 holders, $24.1bn |
| Q4 2021 | 24 holders, $6.9bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $5.2bn | 35 holders, $28.2bn |
| Q2 2022 | 15 holders, $3.9bn | 33 holders, $26.9bn |
| Q3 2022 | 21 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 19 holders, $3.9bn | 35 holders, $27.6bn |
| Q1 2023 | 24 holders, $4.4bn | 42 holders, $24.5bn |
| Q2 2023 | 23 holders, $5.5bn | 38 holders, $25.0bn |
| Q3 2023 | 22 holders, $5.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $6.2bn | 31 holders, $19.0bn |
| Q1 2024 | 15 holders, $6.9bn | 32 holders, $19.7bn |
| Q2 2024 | 20 holders, $5.8bn | 35 holders, $20.4bn |
| Q3 2024 | 23 holders, $6.3bn | 28 holders, $22.3bn |
| Q4 2024 | 22 holders, $5.7bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $5.1bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $5.4bn | 31 holders, $18.4bn |
| Q3 2025 | 17 holders, $5.9bn | 32 holders, $23.7bn |
| Q4 2025 | 18 holders, $7.0bn | 29 holders, $27.8bn |
| Q1 2026 | 11 holders, $4.7bn | 34 holders, $35.6bn |
| Q2 2026 | 19 holders, $5.3bn | 33 holders, $39.1bn |
Iqvia HLDGS Inc
- Holders
- 22
- Reported value
- $5.7bn
- Buyers
- 14
- Sellers
- 7
Breadth +7 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Holocene Advisors LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only IQV (7)
Brevan Howard Capital Management LP, Capital World Investors, Farallon Capital Management LLC, Harris Associates LP, Tudor Investment Corp, Two Sigma Investments LP, Tybourne Capital Management HK Ltd
Only JNJ (22)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.