Holders over time
- SYK
- LLY
| Quarter | SYK | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 33 holders, $14.1bn |
| Q4 2020 | 15 holders, $13.5bn | 29 holders, $17.3bn |
| Q1 2021 | 21 holders, $14.0bn | 24 holders, $23.0bn |
| Q2 2021 | 20 holders, $15.4bn | 24 holders, $27.8bn |
| Q3 2021 | 20 holders, $15.9bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $15.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $16.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $11.4bn | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $12.1bn | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $14.5bn | 31 holders, $46.6bn |
| Q1 2023 | 17 holders, $17.5bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $16.9bn | 37 holders, $59.6bn |
| Q3 2023 | 21 holders, $14.0bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $14.9bn | 45 holders, $73.6bn |
| Q1 2024 | 24 holders, $16.9bn | 41 holders, $95.3bn |
| Q2 2024 | 23 holders, $15.3bn | 43 holders, $110bn |
| Q3 2024 | 20 holders, $15.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $14.8bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $14.8bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $16.8bn | 43 holders, $93.2bn |
| Q3 2025 | 23 holders, $15.1bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $14.0bn | 41 holders, $123bn |
| Q1 2026 | 29 holders, $14.0bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $11.4bn | 44 holders, $132bn |
Stryker Corporation
- Holders
- 18
- Reported value
- $14.8bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only SYK (1)
Only LLY (25)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Verition Fund Management LLC, Winton Group Ltd
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.