Holders over time
- BDX
- JNJ
| Quarter | BDX | JNJ |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $10.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $25.3bn |
| Q2 2021 | 19 holders, $9.0bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $10.3bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $11.1bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $10.5bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $11.0bn | 36 holders, $25.4bn |
| Q4 2022 | 27 holders, $12.5bn | 35 holders, $27.6bn |
| Q1 2023 | 28 holders, $11.1bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $11.7bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $10.3bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $8.7bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $8.4bn | 32 holders, $19.7bn |
| Q2 2024 | 31 holders, $8.1bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $8.6bn | 28 holders, $22.3bn |
| Q4 2024 | 26 holders, $8.4bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $8.6bn | 32 holders, $20.5bn |
| Q2 2025 | 24 holders, $7.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $7.3bn | 32 holders, $23.7bn |
| Q4 2025 | 17 holders, $8.6bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $8.5bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $8.4bn | 33 holders, $39.1bn |
Becton Dickinson & Co
- Holders
- 24
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 10
Breadth +6 among 95 comparable managers.
Johnson & Johnson
- Holders
- 31
- Reported value
- $18.4bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 95 comparable managers.
Who holds both, Q2 2025
Both (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only BDX (8)
Balyasny Asset Management LLC, Citadel Advisors LLC, D1 Capital Partners LP, First Eagle Investment Management LLC, Harris Associates LP, Squarepoint Ops LLC, Starboard Value LP, Voloridge Investment Management LLC
Only JNJ (15)
Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Verition Fund Management LLC, Wellington Management Group LLP, 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.