Holders over time
- ISRG
- JNJ
| Quarter | ISRG | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 30 holders, $26.2bn |
| Q4 2020 | 19 holders, $21.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $23.2bn | 37 holders, $25.6bn |
| Q3 2021 | 31 holders, $23.9bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $26.0bn | 33 holders, $25.2bn |
| Q1 2022 | 27 holders, $21.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $13.0bn | 33 holders, $26.9bn |
| Q3 2022 | 32 holders, $11.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $15.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $14.4bn | 42 holders, $24.5bn |
| Q2 2023 | 33 holders, $20.2bn | 38 holders, $25.0bn |
| Q3 2023 | 40 holders, $17.0bn | 37 holders, $18.9bn |
| Q4 2023 | 38 holders, $20.0bn | 31 holders, $19.0bn |
| Q1 2024 | 32 holders, $23.6bn | 32 holders, $19.7bn |
| Q2 2024 | 29 holders, $27.0bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $28.4bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $30.3bn | 37 holders, $20.4bn |
| Q1 2025 | 42 holders, $28.7bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $30.6bn | 31 holders, $18.4bn |
| Q3 2025 | 41 holders, $23.6bn | 32 holders, $23.7bn |
| Q4 2025 | 41 holders, $35.8bn | 29 holders, $27.8bn |
| Q1 2026 | 40 holders, $29.0bn | 34 holders, $35.6bn |
| Q2 2026 | 35 holders, $24.5bn | 33 holders, $39.1bn |
Intuitive Surgical Inc
- Holders
- 42
- Reported value
- $28.7bn
- Buyers
- 28
- Sellers
- 14
Breadth +14 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 (29)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only ISRG (13)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Point72 Asset Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC
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.