Holders over time
- MDT
- JNJ
| Quarter | MDT | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 30 holders, $26.2bn |
| Q4 2020 | 33 holders, $20.0bn | 32 holders, $26.6bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $25.3bn |
| Q2 2021 | 34 holders, $22.1bn | 37 holders, $25.6bn |
| Q3 2021 | 32 holders, $21.6bn | 40 holders, $24.1bn |
| Q4 2021 | 31 holders, $18.5bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $18.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $26.9bn |
| Q3 2022 | 33 holders, $13.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $13.4bn | 35 holders, $27.6bn |
| Q1 2023 | 25 holders, $13.6bn | 42 holders, $24.5bn |
| Q2 2023 | 30 holders, $15.2bn | 38 holders, $25.0bn |
| Q3 2023 | 28 holders, $13.1bn | 37 holders, $18.9bn |
| Q4 2023 | 24 holders, $12.7bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $12.8bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $11.2bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $13.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $11.5bn | 37 holders, $20.4bn |
| Q1 2025 | 27 holders, $13.8bn | 32 holders, $20.5bn |
| Q2 2025 | 30 holders, $13.3bn | 31 holders, $18.4bn |
| Q3 2025 | 25 holders, $13.6bn | 32 holders, $23.7bn |
| Q4 2025 | 27 holders, $14.9bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $14.3bn | 34 holders, $35.6bn |
| Q2 2026 | 29 holders, $12.8bn | 33 holders, $39.1bn |
Medtronic PLC
- Holders
- 33
- Reported value
- $11.5bn
- Buyers
- 19
- Sellers
- 15
Breadth +4 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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only MDT (7)
Artisan Partners LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Polen Capital Management LLC, Tudor Investment Corp, Two Sigma Investments LP
Only JNJ (11)
Balyasny Asset Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Susquehanna International Group LLP, 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.