Holders over time
- BDX
- LLY
| Quarter | BDX | LLY |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 33 holders, $14.1bn |
| Q4 2020 | 28 holders, $10.4bn | 29 holders, $17.3bn |
| Q1 2021 | 26 holders, $9.4bn | 24 holders, $23.0bn |
| Q2 2021 | 19 holders, $9.0bn | 24 holders, $27.8bn |
| Q3 2021 | 18 holders, $10.3bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $11.1bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $10.5bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $42.7bn |
| Q3 2022 | 23 holders, $11.0bn | 31 holders, $43.4bn |
| Q4 2022 | 27 holders, $12.5bn | 31 holders, $46.6bn |
| Q1 2023 | 28 holders, $11.1bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $11.7bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $10.3bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $8.7bn | 45 holders, $73.6bn |
| Q1 2024 | 25 holders, $8.4bn | 41 holders, $95.3bn |
| Q2 2024 | 31 holders, $8.1bn | 43 holders, $110bn |
| Q3 2024 | 26 holders, $8.6bn | 45 holders, $107bn |
| Q4 2024 | 26 holders, $8.4bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $8.6bn | 42 holders, $98.4bn |
| Q2 2025 | 24 holders, $7.3bn | 43 holders, $93.2bn |
| Q3 2025 | 13 holders, $7.3bn | 39 holders, $86.7bn |
| Q4 2025 | 17 holders, $8.6bn | 41 holders, $123bn |
| Q1 2026 | 15 holders, $8.5bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $8.4bn | 44 holders, $132bn |
Becton Dickinson & Co
- Holders
- 24
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 10
Breadth +6 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only BDX (6)
Bridgewater Associates LP, D1 Capital Partners LP, First Eagle Investment Management LLC, Renaissance Technologies LLC, Starboard Value LP, Voloridge Investment Management LLC
Only LLY (25)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP
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.