Holders over time
- RMD
- LLY
| Quarter | RMD | LLY |
|---|---|---|
| Q3 2020 | 15 holders, $3.0bn | 33 holders, $14.1bn |
| Q4 2020 | 9 holders, $3.7bn | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $2.9bn | 24 holders, $23.0bn |
| Q2 2021 | 12 holders, $3.7bn | 24 holders, $27.8bn |
| Q3 2021 | 15 holders, $4.2bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $3.5bn | 31 holders, $34.7bn |
| Q1 2022 | 10 holders, $4.0bn | 24 holders, $35.3bn |
| Q2 2022 | 11 holders, $3.4bn | 33 holders, $42.7bn |
| Q3 2022 | 13 holders, $3.9bn | 31 holders, $43.4bn |
| Q4 2022 | 19 holders, $3.7bn | 31 holders, $46.6bn |
| Q1 2023 | 21 holders, $3.9bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $3.7bn | 37 holders, $59.6bn |
| Q3 2023 | 17 holders, $1.9bn | 44 holders, $67.6bn |
| Q4 2023 | 10 holders, $1.0bn | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $513m | 41 holders, $95.3bn |
| Q2 2024 | 9 holders, $574m | 43 holders, $110bn |
| Q3 2024 | 11 holders, $1.0bn | 45 holders, $107bn |
| Q4 2024 | 9 holders, $914m | 46 holders, $93.9bn |
| Q1 2025 | 9 holders, $844m | 42 holders, $98.4bn |
| Q2 2025 | 7 holders, $810m | 43 holders, $93.2bn |
| Q3 2025 | 8 holders, $1.1bn | 39 holders, $86.7bn |
| Q4 2025 | 11 holders, $1.0bn | 41 holders, $123bn |
| Q1 2026 | 9 holders, $919m | 39 holders, $106bn |
| Q2 2026 | 13 holders, $1.1bn | 44 holders, $132bn |
Resmed Inc
- Holders
- 9
- Reported value
- $844m
- Buyers
- 7
- Sellers
- 3
Breadth +4 among 95 comparable managers.
Eli Lilly & Co
- Holders
- 42
- Reported value
- $98.4bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Both (6)
AQR Capital Management LLC, Bridgewater Associates LP, Element Capital Management LLC, Invesco Ltd, Man Group PLC, Marshall Wace LLP
Only RMD (3)
PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC
Only LLY (36)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, and 11 more
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.