Holders over time
- BBIO
- LLY
| Quarter | BBIO | LLY |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 33 holders, $14.1bn |
| Q4 2020 | 5 holders, $2.0bn | 29 holders, $17.3bn |
| Q1 2021 | 5 holders, $1.9bn | 24 holders, $23.0bn |
| Q2 2021 | 5 holders, $1.8bn | 24 holders, $27.8bn |
| Q3 2021 | 4 holders, $1.4bn | 31 holders, $29.9bn |
| Q4 2021 | 2 holders, $452m | 31 holders, $34.7bn |
| Q1 2022 | 2 holders, $276m | 24 holders, $35.3bn |
| Q2 2022 | 2 holders, $246m | 33 holders, $42.7bn |
| Q3 2022 | 3 holders, $271m | 31 holders, $43.4bn |
| Q4 2022 | 2 holders, $204m | 31 holders, $46.6bn |
| Q1 2023 | 4 holders, $477m | 33 holders, $44.3bn |
| Q2 2023 | 2 holders, $463m | 37 holders, $59.6bn |
| Q3 2023 | 9 holders, $898m | 44 holders, $67.6bn |
| Q4 2023 | 9 holders, $1.3bn | 45 holders, $73.6bn |
| Q1 2024 | 7 holders, $1.1bn | 41 holders, $95.3bn |
| Q2 2024 | 4 holders, $826m | 43 holders, $110bn |
| Q3 2024 | 8 holders, $927m | 45 holders, $107bn |
| Q4 2024 | 7 holders, $1.2bn | 46 holders, $93.9bn |
| Q1 2025 | 9 holders, $1.6bn | 42 holders, $98.4bn |
| Q2 2025 | 15 holders, $2.3bn | 43 holders, $93.2bn |
| Q3 2025 | 14 holders, $2.3bn | 39 holders, $86.7bn |
| Q4 2025 | 18 holders, $4.3bn | 41 holders, $123bn |
| Q1 2026 | 20 holders, $4.4bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $4.5bn | 44 holders, $132bn |
Bridgebio Pharma Inc
- Holders
- 15
- Reported value
- $2.3bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 among 95 comparable managers.
Eli Lilly & Co
- Holders
- 43
- Reported value
- $93.2bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 95 comparable managers.
Who holds both, Q2 2025
Both (13)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Polen Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Woodline Partners LP
Only BBIO (2)
Only LLY (30)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors 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.