Holders over time
- MRK
- LLY
| Quarter | MRK | LLY |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 33 holders, $14.1bn |
| Q4 2020 | 34 holders, $19.1bn | 29 holders, $17.3bn |
| Q1 2021 | 33 holders, $16.6bn | 24 holders, $23.0bn |
| Q2 2021 | 31 holders, $15.1bn | 24 holders, $27.8bn |
| Q3 2021 | 31 holders, $15.2bn | 31 holders, $29.9bn |
| Q4 2021 | 26 holders, $15.0bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $17.4bn | 24 holders, $35.3bn |
| Q2 2022 | 34 holders, $19.0bn | 33 holders, $42.7bn |
| Q3 2022 | 35 holders, $17.2bn | 31 holders, $43.4bn |
| Q4 2022 | 35 holders, $25.2bn | 31 holders, $46.6bn |
| Q1 2023 | 33 holders, $26.6bn | 33 holders, $44.3bn |
| Q2 2023 | 34 holders, $30.1bn | 37 holders, $59.6bn |
| Q3 2023 | 39 holders, $26.7bn | 44 holders, $67.6bn |
| Q4 2023 | 41 holders, $29.3bn | 45 holders, $73.6bn |
| Q1 2024 | 37 holders, $37.1bn | 41 holders, $95.3bn |
| Q2 2024 | 38 holders, $33.0bn | 43 holders, $110bn |
| Q3 2024 | 38 holders, $29.1bn | 45 holders, $107bn |
| Q4 2024 | 35 holders, $23.7bn | 46 holders, $93.9bn |
| Q1 2025 | 36 holders, $20.8bn | 42 holders, $98.4bn |
| Q2 2025 | 31 holders, $18.5bn | 43 holders, $93.2bn |
| Q3 2025 | 36 holders, $19.0bn | 39 holders, $86.7bn |
| Q4 2025 | 32 holders, $26.8bn | 41 holders, $123bn |
| Q1 2026 | 30 holders, $28.9bn | 39 holders, $106bn |
| Q2 2026 | 25 holders, $29.2bn | 44 holders, $132bn |
Merck & Co Inc
- Holders
- 35
- Reported value
- $23.7bn
- Buyers
- 18
- Sellers
- 19
Breadth -1 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 (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group 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, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only LLY (14)
Coatue Management LLC, Egerton Capital UK LLP, Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Marshall Wace LLP, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund 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.