Holders over time
- MDT
- LLY
| Quarter | MDT | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 33 holders, $14.1bn |
| Q4 2020 | 33 holders, $20.0bn | 29 holders, $17.3bn |
| Q1 2021 | 37 holders, $20.8bn | 24 holders, $23.0bn |
| Q2 2021 | 34 holders, $22.1bn | 24 holders, $27.8bn |
| Q3 2021 | 32 holders, $21.6bn | 31 holders, $29.9bn |
| Q4 2021 | 31 holders, $18.5bn | 31 holders, $34.7bn |
| Q1 2022 | 28 holders, $18.0bn | 24 holders, $35.3bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $42.7bn |
| Q3 2022 | 33 holders, $13.7bn | 31 holders, $43.4bn |
| Q4 2022 | 32 holders, $13.4bn | 31 holders, $46.6bn |
| Q1 2023 | 25 holders, $13.6bn | 33 holders, $44.3bn |
| Q2 2023 | 30 holders, $15.2bn | 37 holders, $59.6bn |
| Q3 2023 | 28 holders, $13.1bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $12.7bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $12.8bn | 41 holders, $95.3bn |
| Q2 2024 | 26 holders, $11.2bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $13.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $11.5bn | 46 holders, $93.9bn |
| Q1 2025 | 27 holders, $13.8bn | 42 holders, $98.4bn |
| Q2 2025 | 30 holders, $13.3bn | 43 holders, $93.2bn |
| Q3 2025 | 25 holders, $13.6bn | 39 holders, $86.7bn |
| Q4 2025 | 27 holders, $14.9bn | 41 holders, $123bn |
| Q1 2026 | 24 holders, $14.3bn | 39 holders, $106bn |
| Q2 2026 | 29 holders, $12.8bn | 44 holders, $132bn |
Medtronic PLC
- Holders
- 33
- Reported value
- $11.5bn
- Buyers
- 19
- Sellers
- 15
Breadth +4 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 (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners 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, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only MDT (6)
Arrowstreet Capital LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Point72 Asset Management LP, Tudor Investment Corp
Only LLY (19)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Coatue Management LLC, Egerton Capital UK LLP, 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, Lone Pine Capital LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.