Holders over time
- PFE
- VRTX
| Quarter | PFE | VRTX |
|---|---|---|
| Q3 2020 | 27 holders, $24.9bn | 31 holders, $21.9bn |
| Q4 2020 | 24 holders, $24.4bn | 30 holders, $18.4bn |
| Q1 2021 | 28 holders, $22.8bn | 31 holders, $15.4bn |
| Q2 2021 | 25 holders, $25.0bn | 30 holders, $12.7bn |
| Q3 2021 | 35 holders, $27.3bn | 35 holders, $10.1bn |
| Q4 2021 | 34 holders, $38.6bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $33.0bn | 23 holders, $16.1bn |
| Q2 2022 | 26 holders, $33.9bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $28.7bn | 22 holders, $18.4bn |
| Q4 2022 | 32 holders, $32.8bn | 28 holders, $18.4bn |
| Q1 2023 | 35 holders, $27.0bn | 26 holders, $21.4bn |
| Q2 2023 | 31 holders, $23.0bn | 27 holders, $24.7bn |
| Q3 2023 | 37 holders, $22.0bn | 33 holders, $24.3bn |
| Q4 2023 | 33 holders, $18.8bn | 32 holders, $28.6bn |
| Q1 2024 | 29 holders, $15.2bn | 31 holders, $29.8bn |
| Q2 2024 | 32 holders, $14.6bn | 29 holders, $33.4bn |
| Q3 2024 | 29 holders, $13.2bn | 27 holders, $33.5bn |
| Q4 2024 | 34 holders, $11.4bn | 26 holders, $28.5bn |
| Q1 2025 | 34 holders, $9.3bn | 21 holders, $35.4bn |
| Q2 2025 | 28 holders, $7.8bn | 21 holders, $32.3bn |
| Q3 2025 | 29 holders, $7.4bn | 22 holders, $25.9bn |
| Q4 2025 | 26 holders, $6.4bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $7.9bn | 25 holders, $31.8bn |
| Q2 2026 | 22 holders, $5.2bn | 26 holders, $34.6bn |
Pfizer Inc
- Holders
- 34
- Reported value
- $11.4bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 94 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $28.5bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only PFE (17)
Acadian Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Starboard Value LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital 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.