Holders over time
- BDX
- JNJ
| Quarter | BDX | JNJ |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $10.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $25.3bn |
| Q2 2021 | 19 holders, $9.0bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $10.3bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $11.1bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $10.5bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $11.0bn | 36 holders, $25.4bn |
| Q4 2022 | 27 holders, $12.5bn | 35 holders, $27.6bn |
| Q1 2023 | 28 holders, $11.1bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $11.7bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $10.3bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $8.7bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $8.4bn | 32 holders, $19.7bn |
| Q2 2024 | 31 holders, $8.1bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $8.6bn | 28 holders, $22.3bn |
| Q4 2024 | 26 holders, $8.4bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $8.6bn | 32 holders, $20.5bn |
| Q2 2025 | 24 holders, $7.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $7.3bn | 32 holders, $23.7bn |
| Q4 2025 | 17 holders, $8.6bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $8.5bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $8.4bn | 33 holders, $39.1bn |
Becton Dickinson & Co
- Holders
- 22
- Reported value
- $8.6bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $20.5bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (13)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only BDX (9)
Citadel Advisors LLC, D1 Capital Partners LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Starboard Value LP, Two Sigma Investments LP, Walleye Capital LLC
Only JNJ (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, D. E. Shaw & Co., Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
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.