Holders over time
- BMRN
- JNJ
| Quarter | BMRN | JNJ |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 12 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $3.4bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $3.0bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $3.4bn | 33 holders, $25.2bn |
| Q1 2022 | 19 holders, $3.0bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.9bn | 33 holders, $26.9bn |
| Q3 2022 | 25 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $4.0bn | 35 holders, $27.6bn |
| Q1 2023 | 20 holders, $3.3bn | 42 holders, $24.5bn |
| Q2 2023 | 18 holders, $2.9bn | 38 holders, $25.0bn |
| Q3 2023 | 18 holders, $2.9bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $4.1bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $3.6bn | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $3.3bn | 35 holders, $20.4bn |
| Q3 2024 | 16 holders, $3.0bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $3.3bn | 32 holders, $20.5bn |
| Q2 2025 | 16 holders, $2.5bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.3bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $2.4bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $2.6bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $2.2bn | 33 holders, $39.1bn |
Biomarin Pharmaceutical Inc
- Holders
- 16
- Reported value
- $2.5bn
- Buyers
- 12
- Sellers
- 5
Breadth +7 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 (9)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only BMRN (7)
Freestone Grove Partners LP, Hudson Bay Capital Management LP, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Viking Global Investors LP, Voloridge Investment Management LLC
Only JNJ (22)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.