Holders over time
- SNY
- JNJ
| Quarter | SNY | JNJ |
|---|---|---|
| Q3 2020 | 11 holders, $3.4bn | 30 holders, $26.2bn |
| Q4 2020 | 7 holders, $3.3bn | 32 holders, $26.6bn |
| Q1 2021 | 7 holders, $4.5bn | 31 holders, $25.3bn |
| Q2 2021 | 5 holders, $4.9bn | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $6.0bn | 40 holders, $24.1bn |
| Q4 2021 | 7 holders, $6.2bn | 33 holders, $25.2bn |
| Q1 2022 | 7 holders, $6.5bn | 35 holders, $28.2bn |
| Q2 2022 | 7 holders, $6.1bn | 33 holders, $26.9bn |
| Q3 2022 | 9 holders, $4.6bn | 36 holders, $25.4bn |
| Q4 2022 | 10 holders, $5.9bn | 35 holders, $27.6bn |
| Q1 2023 | 12 holders, $6.6bn | 42 holders, $24.5bn |
| Q2 2023 | 9 holders, $6.1bn | 38 holders, $25.0bn |
| Q3 2023 | 9 holders, $5.9bn | 37 holders, $18.9bn |
| Q4 2023 | 7 holders, $5.3bn | 31 holders, $19.0bn |
| Q1 2024 | 7 holders, $5.1bn | 32 holders, $19.7bn |
| Q2 2024 | 11 holders, $5.5bn | 35 holders, $20.4bn |
| Q3 2024 | 11 holders, $6.5bn | 28 holders, $22.3bn |
| Q4 2024 | 8 holders, $5.1bn | 37 holders, $20.4bn |
| Q1 2025 | 8 holders, $6.2bn | 32 holders, $20.5bn |
| Q2 2025 | 7 holders, $4.8bn | 31 holders, $18.4bn |
| Q3 2025 | 6 holders, $3.8bn | 32 holders, $23.7bn |
| Q4 2025 | 6 holders, $3.0bn | 29 holders, $27.8bn |
| Q1 2026 | 6 holders, $1.7bn | 34 holders, $35.6bn |
| Q2 2026 | 7 holders, $1.6bn | 33 holders, $39.1bn |
Sanofi
- Holders
- 8
- Reported value
- $6.2bn
- Buyers
- 4
- Sellers
- 5
Breadth -1 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 (6)
Arrowstreet Capital LP, Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only JNJ (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, 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, Two Sigma Advisers LP, Verition Fund Management LLC, Winton Group Ltd, and 1 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.