Holders over time
- ABT
- LLY
| Quarter | ABT | LLY |
|---|---|---|
| Q3 2020 | 27 holders, $24.7bn | 33 holders, $14.1bn |
| Q4 2020 | 29 holders, $24.8bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $27.6bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $26.5bn | 24 holders, $27.8bn |
| Q3 2021 | 34 holders, $25.4bn | 31 holders, $29.9bn |
| Q4 2021 | 28 holders, $29.2bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $24.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $21.5bn | 33 holders, $42.7bn |
| Q3 2022 | 30 holders, $18.8bn | 31 holders, $43.4bn |
| Q4 2022 | 25 holders, $20.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $19.2bn | 33 holders, $44.3bn |
| Q2 2023 | 27 holders, $20.4bn | 37 holders, $59.6bn |
| Q3 2023 | 30 holders, $17.7bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $21.0bn | 45 holders, $73.6bn |
| Q1 2024 | 27 holders, $20.6bn | 41 holders, $95.3bn |
| Q2 2024 | 37 holders, $16.8bn | 43 holders, $110bn |
| Q3 2024 | 28 holders, $17.7bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $16.6bn | 46 holders, $93.9bn |
| Q1 2025 | 28 holders, $20.9bn | 42 holders, $98.4bn |
| Q2 2025 | 26 holders, $21.1bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $21.3bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $20.6bn | 41 holders, $123bn |
| Q1 2026 | 35 holders, $19.1bn | 39 holders, $106bn |
| Q2 2026 | 36 holders, $15.8bn | 44 holders, $132bn |
Abbott Laboratories
- Holders
- 28
- Reported value
- $20.9bn
- Buyers
- 18
- Sellers
- 11
Breadth +7 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only ABT (4)
Farallon Capital Management LLC, Freestone Grove Partners LP, PDT Partners LLC, Walleye Capital LLC
Only LLY (18)
Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP
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.