Holders over time
- GILD
- AMGN
| Quarter | GILD | AMGN |
|---|---|---|
| Q3 2020 | 25 holders, $14.2bn | 16 holders, $16.3bn |
| Q4 2020 | 27 holders, $13.4bn | 19 holders, $14.0bn |
| Q1 2021 | 24 holders, $14.5bn | 16 holders, $14.5bn |
| Q2 2021 | 18 holders, $14.9bn | 23 holders, $13.8bn |
| Q3 2021 | 20 holders, $16.4bn | 24 holders, $11.6bn |
| Q4 2021 | 20 holders, $16.8bn | 21 holders, $10.4bn |
| Q1 2022 | 28 holders, $13.2bn | 23 holders, $9.9bn |
| Q2 2022 | 26 holders, $13.6bn | 28 holders, $9.7bn |
| Q3 2022 | 24 holders, $13.3bn | 21 holders, $7.9bn |
| Q4 2022 | 32 holders, $21.1bn | 24 holders, $9.3bn |
| Q1 2023 | 27 holders, $21.8bn | 22 holders, $8.4bn |
| Q2 2023 | 24 holders, $20.7bn | 26 holders, $7.4bn |
| Q3 2023 | 24 holders, $20.0bn | 26 holders, $8.7bn |
| Q4 2023 | 22 holders, $21.5bn | 24 holders, $8.4bn |
| Q1 2024 | 30 holders, $20.3bn | 25 holders, $6.7bn |
| Q2 2024 | 28 holders, $18.5bn | 20 holders, $8.0bn |
| Q3 2024 | 29 holders, $24.2bn | 21 holders, $8.8bn |
| Q4 2024 | 28 holders, $25.9bn | 20 holders, $8.2bn |
| Q1 2025 | 33 holders, $32.0bn | 25 holders, $12.0bn |
| Q2 2025 | 27 holders, $30.9bn | 20 holders, $10.2bn |
| Q3 2025 | 23 holders, $29.4bn | 17 holders, $10.4bn |
| Q4 2025 | 25 holders, $34.3bn | 19 holders, $18.0bn |
| Q1 2026 | 25 holders, $38.5bn | 15 holders, $21.4bn |
| Q2 2026 | 26 holders, $34.2bn | 23 holders, $24.9bn |
Gilead Sciences Inc
- Holders
- 33
- Reported value
- $32.0bn
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 95 comparable managers.
Amgen Inc
- Holders
- 25
- Reported value
- $12.0bn
- Buyers
- 10
- Sellers
- 16
Breadth -6 among 95 comparable managers.
Who holds both, Q1 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only GILD (14)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment 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.