Holders over time
- A
- LLY
| Quarter | A | LLY |
|---|---|---|
| Q3 2020 | 18 holders, $7.1bn | 33 holders, $14.1bn |
| Q4 2020 | 17 holders, $7.8bn | 29 holders, $17.3bn |
| Q1 2021 | 20 holders, $7.2bn | 24 holders, $23.0bn |
| Q2 2021 | 19 holders, $8.5bn | 24 holders, $27.8bn |
| Q3 2021 | 22 holders, $8.5bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $8.5bn | 31 holders, $34.7bn |
| Q1 2022 | 24 holders, $6.8bn | 24 holders, $35.3bn |
| Q2 2022 | 24 holders, $6.5bn | 33 holders, $42.7bn |
| Q3 2022 | 19 holders, $4.5bn | 31 holders, $43.4bn |
| Q4 2022 | 24 holders, $6.2bn | 31 holders, $46.6bn |
| Q1 2023 | 27 holders, $6.0bn | 33 holders, $44.3bn |
| Q2 2023 | 21 holders, $4.7bn | 37 holders, $59.6bn |
| Q3 2023 | 21 holders, $4.0bn | 44 holders, $67.6bn |
| Q4 2023 | 16 holders, $4.9bn | 45 holders, $73.6bn |
| Q1 2024 | 12 holders, $5.3bn | 41 holders, $95.3bn |
| Q2 2024 | 13 holders, $4.2bn | 43 holders, $110bn |
| Q3 2024 | 16 holders, $4.9bn | 45 holders, $107bn |
| Q4 2024 | 17 holders, $4.3bn | 46 holders, $93.9bn |
| Q1 2025 | 17 holders, $3.8bn | 42 holders, $98.4bn |
| Q2 2025 | 13 holders, $3.8bn | 43 holders, $93.2bn |
| Q3 2025 | 15 holders, $3.9bn | 39 holders, $86.7bn |
| Q4 2025 | 17 holders, $4.6bn | 41 holders, $123bn |
| Q1 2026 | 21 holders, $4.0bn | 39 holders, $106bn |
| Q2 2026 | 15 holders, $5.1bn | 44 holders, $132bn |
Agilent Technologies Inc
- Holders
- 17
- Reported value
- $3.8bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 95 comparable managers.
Eli Lilly & Co
- Holders
- 42
- Reported value
- $98.4bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Both (14)
AQR Capital Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only LLY (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, and 3 more
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.