Holders over time
- LLY
- GILD
| Quarter | LLY | GILD |
|---|---|---|
| Q3 2020 | 33 holders, $14.1bn | 25 holders, $14.2bn |
| Q4 2020 | 29 holders, $17.3bn | 27 holders, $13.4bn |
| Q1 2021 | 24 holders, $23.0bn | 24 holders, $14.5bn |
| Q2 2021 | 24 holders, $27.8bn | 18 holders, $14.9bn |
| Q3 2021 | 31 holders, $29.9bn | 20 holders, $16.4bn |
| Q4 2021 | 31 holders, $34.7bn | 20 holders, $16.8bn |
| Q1 2022 | 24 holders, $35.3bn | 28 holders, $13.2bn |
| Q2 2022 | 33 holders, $42.7bn | 26 holders, $13.6bn |
| Q3 2022 | 31 holders, $43.4bn | 24 holders, $13.3bn |
| Q4 2022 | 31 holders, $46.6bn | 32 holders, $21.1bn |
| Q1 2023 | 33 holders, $44.3bn | 27 holders, $21.8bn |
| Q2 2023 | 37 holders, $59.6bn | 24 holders, $20.7bn |
| Q3 2023 | 44 holders, $67.6bn | 24 holders, $20.0bn |
| Q4 2023 | 45 holders, $73.6bn | 22 holders, $21.5bn |
| Q1 2024 | 41 holders, $95.3bn | 30 holders, $20.3bn |
| Q2 2024 | 43 holders, $110bn | 28 holders, $18.5bn |
| Q3 2024 | 45 holders, $107bn | 29 holders, $24.2bn |
| Q4 2024 | 46 holders, $93.9bn | 28 holders, $25.9bn |
| Q1 2025 | 42 holders, $98.4bn | 33 holders, $32.0bn |
| Q2 2025 | 43 holders, $93.2bn | 27 holders, $30.9bn |
| Q3 2025 | 39 holders, $86.7bn | 23 holders, $29.4bn |
| Q4 2025 | 41 holders, $123bn | 25 holders, $34.3bn |
| Q1 2026 | 39 holders, $106bn | 25 holders, $38.5bn |
| Q2 2026 | 44 holders, $132bn | 26 holders, $34.2bn |
Eli Lilly & Co
- Holders
- 46
- Reported value
- $93.9bn
- Buyers
- 24
- Sellers
- 23
Breadth +1 among 94 comparable managers.
Gilead Sciences Inc
- Holders
- 28
- Reported value
- $25.9bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 among 94 comparable managers.
Who holds both, Q4 2024
Both (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only LLY (22)
Artisan Partners LP, Brevan Howard Capital Management LP, Coatue Management LLC, Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, 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, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global 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.