Holders over time
- ELAN
- LLY
| Quarter | ELAN | LLY |
|---|---|---|
| Q3 2020 | 6 holders, $2.9bn | 33 holders, $14.1bn |
| Q4 2020 | 16 holders, $4.1bn | 29 holders, $17.3bn |
| Q1 2021 | 12 holders, $4.0bn | 24 holders, $23.0bn |
| Q2 2021 | 14 holders, $4.6bn | 24 holders, $27.8bn |
| Q3 2021 | 10 holders, $4.0bn | 31 holders, $29.9bn |
| Q4 2021 | 13 holders, $3.8bn | 31 holders, $34.7bn |
| Q1 2022 | 11 holders, $3.1bn | 24 holders, $35.3bn |
| Q2 2022 | 11 holders, $2.4bn | 33 holders, $42.7bn |
| Q3 2022 | 15 holders, $1.9bn | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $1.7bn | 31 holders, $46.6bn |
| Q1 2023 | 12 holders, $1.2bn | 33 holders, $44.3bn |
| Q2 2023 | 13 holders, $1.6bn | 37 holders, $59.6bn |
| Q3 2023 | 12 holders, $1.7bn | 44 holders, $67.6bn |
| Q4 2023 | 9 holders, $1.9bn | 45 holders, $73.6bn |
| Q1 2024 | 10 holders, $2.3bn | 41 holders, $95.3bn |
| Q2 2024 | 9 holders, $2.1bn | 43 holders, $110bn |
| Q3 2024 | 7 holders, $1.5bn | 45 holders, $107bn |
| Q4 2024 | 5 holders, $1.5bn | 46 holders, $93.9bn |
| Q1 2025 | 6 holders, $1.5bn | 42 holders, $98.4bn |
| Q2 2025 | 9 holders, $2.5bn | 43 holders, $93.2bn |
| Q3 2025 | 12 holders, $3.4bn | 39 holders, $86.7bn |
| Q4 2025 | 9 holders, $3.3bn | 41 holders, $123bn |
| Q1 2026 | 5 holders, $3.0bn | 39 holders, $106bn |
| Q2 2026 | 10 holders, $3.6bn | 44 holders, $132bn |
Elanco Animal Health Inc
- Holders
- 9
- Reported value
- $2.5bn
- Buyers
- 8
- Sellers
- 2
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 (9)
Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Point72 Asset Management LP, Woodline Partners LP
Only ELAN (0)
None.
Only LLY (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 9 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.