Holders over time
- BMY
- JNJ
| Quarter | BMY | JNJ |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $16.4bn | 32 holders, $26.6bn |
| Q1 2021 | 31 holders, $15.2bn | 31 holders, $25.3bn |
| Q2 2021 | 27 holders, $16.3bn | 37 holders, $25.6bn |
| Q3 2021 | 30 holders, $14.2bn | 40 holders, $24.1bn |
| Q4 2021 | 28 holders, $12.9bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $15.2bn | 35 holders, $28.2bn |
| Q2 2022 | 31 holders, $14.8bn | 33 holders, $26.9bn |
| Q3 2022 | 27 holders, $12.2bn | 36 holders, $25.4bn |
| Q4 2022 | 33 holders, $10.0bn | 35 holders, $27.6bn |
| Q1 2023 | 29 holders, $8.4bn | 42 holders, $24.5bn |
| Q2 2023 | 29 holders, $7.9bn | 38 holders, $25.0bn |
| Q3 2023 | 32 holders, $7.5bn | 37 holders, $18.9bn |
| Q4 2023 | 30 holders, $7.2bn | 31 holders, $19.0bn |
| Q1 2024 | 20 holders, $6.6bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $6.4bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $7.9bn | 28 holders, $22.3bn |
| Q4 2024 | 27 holders, $6.6bn | 37 holders, $20.4bn |
| Q1 2025 | 20 holders, $6.6bn | 32 holders, $20.5bn |
| Q2 2025 | 22 holders, $5.6bn | 31 holders, $18.4bn |
| Q3 2025 | 28 holders, $5.4bn | 32 holders, $23.7bn |
| Q4 2025 | 25 holders, $7.7bn | 29 holders, $27.8bn |
| Q1 2026 | 27 holders, $8.3bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $8.2bn | 33 holders, $39.1bn |
Bristol-myers Squibb Co
- Holders
- 20
- Reported value
- $6.6bn
- Buyers
- 9
- Sellers
- 13
Breadth -4 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BMY (2)
Only JNJ (14)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Element Capital Management LLC, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Winton Group Ltd
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.