Holders over time
- IQV
- JNJ
| Quarter | IQV | JNJ |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 30 holders, $26.2bn |
| Q4 2020 | 22 holders, $5.2bn | 32 holders, $26.6bn |
| Q1 2021 | 18 holders, $5.4bn | 31 holders, $25.3bn |
| Q2 2021 | 26 holders, $6.1bn | 37 holders, $25.6bn |
| Q3 2021 | 24 holders, $5.9bn | 40 holders, $24.1bn |
| Q4 2021 | 24 holders, $6.9bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $5.2bn | 35 holders, $28.2bn |
| Q2 2022 | 15 holders, $3.9bn | 33 holders, $26.9bn |
| Q3 2022 | 21 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 19 holders, $3.9bn | 35 holders, $27.6bn |
| Q1 2023 | 24 holders, $4.4bn | 42 holders, $24.5bn |
| Q2 2023 | 23 holders, $5.5bn | 38 holders, $25.0bn |
| Q3 2023 | 22 holders, $5.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $6.2bn | 31 holders, $19.0bn |
| Q1 2024 | 15 holders, $6.9bn | 32 holders, $19.7bn |
| Q2 2024 | 20 holders, $5.8bn | 35 holders, $20.4bn |
| Q3 2024 | 23 holders, $6.3bn | 28 holders, $22.3bn |
| Q4 2024 | 22 holders, $5.7bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $5.1bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $5.4bn | 31 holders, $18.4bn |
| Q3 2025 | 17 holders, $5.9bn | 32 holders, $23.7bn |
| Q4 2025 | 18 holders, $7.0bn | 29 holders, $27.8bn |
| Q1 2026 | 11 holders, $4.7bn | 34 holders, $35.6bn |
| Q2 2026 | 19 holders, $5.3bn | 33 holders, $39.1bn |
Iqvia HLDGS Inc
- Holders
- 22
- Reported value
- $5.1bn
- Buyers
- 14
- Sellers
- 9
Breadth +5 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Winton Group Ltd
Only IQV (7)
Capital World Investors, Farallon Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Moore Capital Management LP, Tudor Investment Corp, Two Sigma Investments LP
Only JNJ (17)
Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.