Holders over time
- RMD
- JNJ
| Quarter | RMD | JNJ |
|---|---|---|
| Q3 2020 | 15 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 9 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $2.9bn | 31 holders, $25.3bn |
| Q2 2021 | 12 holders, $3.7bn | 37 holders, $25.6bn |
| Q3 2021 | 15 holders, $4.2bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $3.5bn | 33 holders, $25.2bn |
| Q1 2022 | 10 holders, $4.0bn | 35 holders, $28.2bn |
| Q2 2022 | 11 holders, $3.4bn | 33 holders, $26.9bn |
| Q3 2022 | 13 holders, $3.9bn | 36 holders, $25.4bn |
| Q4 2022 | 19 holders, $3.7bn | 35 holders, $27.6bn |
| Q1 2023 | 21 holders, $3.9bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $3.7bn | 38 holders, $25.0bn |
| Q3 2023 | 17 holders, $1.9bn | 37 holders, $18.9bn |
| Q4 2023 | 10 holders, $1.0bn | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $513m | 32 holders, $19.7bn |
| Q2 2024 | 9 holders, $574m | 35 holders, $20.4bn |
| Q3 2024 | 11 holders, $1.0bn | 28 holders, $22.3bn |
| Q4 2024 | 9 holders, $914m | 37 holders, $20.4bn |
| Q1 2025 | 9 holders, $844m | 32 holders, $20.5bn |
| Q2 2025 | 7 holders, $810m | 31 holders, $18.4bn |
| Q3 2025 | 8 holders, $1.1bn | 32 holders, $23.7bn |
| Q4 2025 | 11 holders, $1.0bn | 29 holders, $27.8bn |
| Q1 2026 | 9 holders, $919m | 34 holders, $35.6bn |
| Q2 2026 | 13 holders, $1.1bn | 33 holders, $39.1bn |
Resmed Inc
- Holders
- 9
- Reported value
- $844m
- Buyers
- 7
- Sellers
- 3
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 (8)
AQR Capital Management LLC, Bridgewater Associates LP, Element Capital Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Squarepoint Ops LLC
Only RMD (1)
Only JNJ (24)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.