Holders over time
- BDX
- LLY
| Quarter | BDX | LLY |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 33 holders, $14.1bn |
| Q4 2020 | 28 holders, $10.4bn | 29 holders, $17.3bn |
| Q1 2021 | 26 holders, $9.4bn | 24 holders, $23.0bn |
| Q2 2021 | 19 holders, $9.0bn | 24 holders, $27.8bn |
| Q3 2021 | 18 holders, $10.3bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $11.1bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $10.5bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $42.7bn |
| Q3 2022 | 23 holders, $11.0bn | 31 holders, $43.4bn |
| Q4 2022 | 27 holders, $12.5bn | 31 holders, $46.6bn |
| Q1 2023 | 28 holders, $11.1bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $11.7bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $10.3bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $8.7bn | 45 holders, $73.6bn |
| Q1 2024 | 25 holders, $8.4bn | 41 holders, $95.3bn |
| Q2 2024 | 31 holders, $8.1bn | 43 holders, $110bn |
| Q3 2024 | 26 holders, $8.6bn | 45 holders, $107bn |
| Q4 2024 | 26 holders, $8.4bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $8.6bn | 42 holders, $98.4bn |
| Q2 2025 | 24 holders, $7.3bn | 43 holders, $93.2bn |
| Q3 2025 | 13 holders, $7.3bn | 39 holders, $86.7bn |
| Q4 2025 | 17 holders, $8.6bn | 41 holders, $123bn |
| Q1 2026 | 15 holders, $8.5bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $8.4bn | 44 holders, $132bn |
Becton Dickinson & Co
- Holders
- 22
- Reported value
- $8.6bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only BDX (7)
D1 Capital Partners LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Starboard Value LP, Two Sigma Investments LP, Walleye Capital LLC
Only LLY (27)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, and 2 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.