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BDX · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BDXVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BDX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBDXVRTX
Q3 202025 holders, $11.3bn31 holders, $21.9bn
Q4 202028 holders, $10.4bn30 holders, $18.4bn
Q1 202126 holders, $9.4bn31 holders, $15.4bn
Q2 202119 holders, $9.0bn30 holders, $12.7bn
Q3 202118 holders, $10.3bn35 holders, $10.1bn
Q4 202118 holders, $11.1bn28 holders, $12.4bn
Q1 202221 holders, $10.5bn23 holders, $16.1bn
Q2 202221 holders, $13.5bn25 holders, $18.1bn
Q3 202223 holders, $11.0bn22 holders, $18.4bn
Q4 202227 holders, $12.5bn28 holders, $18.4bn
Q1 202328 holders, $11.1bn26 holders, $21.4bn
Q2 202326 holders, $11.7bn27 holders, $24.7bn
Q3 202323 holders, $10.3bn33 holders, $24.3bn
Q4 202327 holders, $8.7bn32 holders, $28.6bn
Q1 202425 holders, $8.4bn31 holders, $29.8bn
Q2 202431 holders, $8.1bn29 holders, $33.4bn
Q3 202426 holders, $8.6bn27 holders, $33.5bn
Q4 202426 holders, $8.4bn26 holders, $28.5bn
Q1 202522 holders, $8.6bn21 holders, $35.4bn
Q2 202524 holders, $7.3bn21 holders, $32.3bn
Q3 202513 holders, $7.3bn22 holders, $25.9bn
Q4 202517 holders, $8.6bn26 holders, $31.8bn
Q1 202615 holders, $8.5bn25 holders, $31.8bn
Q2 202611 holders, $8.4bn26 holders, $34.6bn
BDX

Becton Dickinson & Co

Holders
22
Reported value
$8.6bn
Buyers
12
Sellers
11

Breadth +1 among 95 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
21
Reported value
$35.4bn
Buyers
10
Sellers
11

Breadth -1 among 95 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BDX (15)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Starboard Value LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd

Only VRTX (14)

ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies 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.

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