Holders over time
- UTHR
- LLY
| Quarter | UTHR | LLY |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 33 holders, $14.1bn |
| Q4 2020 | 11 holders, $1.2bn | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $1.4bn | 24 holders, $23.0bn |
| Q2 2021 | 11 holders, $1.5bn | 24 holders, $27.8bn |
| Q3 2021 | 16 holders, $1.5bn | 31 holders, $29.9bn |
| Q4 2021 | 14 holders, $1.9bn | 31 holders, $34.7bn |
| Q1 2022 | 14 holders, $1.7bn | 24 holders, $35.3bn |
| Q2 2022 | 18 holders, $2.3bn | 33 holders, $42.7bn |
| Q3 2022 | 17 holders, $2.2bn | 31 holders, $43.4bn |
| Q4 2022 | 18 holders, $2.9bn | 31 holders, $46.6bn |
| Q1 2023 | 16 holders, $2.5bn | 33 holders, $44.3bn |
| Q2 2023 | 12 holders, $2.5bn | 37 holders, $59.6bn |
| Q3 2023 | 13 holders, $2.4bn | 44 holders, $67.6bn |
| Q4 2023 | 14 holders, $2.3bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $2.2bn | 41 holders, $95.3bn |
| Q2 2024 | 14 holders, $2.5bn | 43 holders, $110bn |
| Q3 2024 | 10 holders, $2.9bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $3.3bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $2.1bn | 42 holders, $98.4bn |
| Q2 2025 | 14 holders, $1.9bn | 43 holders, $93.2bn |
| Q3 2025 | 16 holders, $2.6bn | 39 holders, $86.7bn |
| Q4 2025 | 14 holders, $3.8bn | 41 holders, $123bn |
| Q1 2026 | 18 holders, $5.1bn | 39 holders, $106bn |
| Q2 2026 | 14 holders, $3.5bn | 44 holders, $132bn |
United Therapeutics Corp Del
- Holders
- 14
- Reported value
- $2.1bn
- Buyers
- 7
- Sellers
- 6
Breadth +1 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 (12)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Element Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Wellington Management Group LLP
Only LLY (30)
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, Invesco Ltd, Lone Pine Capital LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 5 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.