Holders over time
- EW
- LLY
| Quarter | EW | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 33 holders, $14.1bn |
| Q4 2020 | 14 holders, $6.3bn | 29 holders, $17.3bn |
| Q1 2021 | 22 holders, $6.0bn | 24 holders, $23.0bn |
| Q2 2021 | 25 holders, $7.7bn | 24 holders, $27.8bn |
| Q3 2021 | 22 holders, $8.5bn | 31 holders, $29.9bn |
| Q4 2021 | 20 holders, $9.2bn | 31 holders, $34.7bn |
| Q1 2022 | 22 holders, $7.9bn | 24 holders, $35.3bn |
| Q2 2022 | 22 holders, $6.6bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $6.2bn | 31 holders, $43.4bn |
| Q4 2022 | 28 holders, $5.8bn | 31 holders, $46.6bn |
| Q1 2023 | 26 holders, $5.8bn | 33 holders, $44.3bn |
| Q2 2023 | 25 holders, $5.9bn | 37 holders, $59.6bn |
| Q3 2023 | 25 holders, $4.6bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $5.1bn | 45 holders, $73.6bn |
| Q1 2024 | 23 holders, $7.0bn | 41 holders, $95.3bn |
| Q2 2024 | 20 holders, $6.8bn | 43 holders, $110bn |
| Q3 2024 | 19 holders, $3.8bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $5.0bn | 46 holders, $93.9bn |
| Q1 2025 | 23 holders, $5.0bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $5.2bn | 43 holders, $93.2bn |
| Q3 2025 | 22 holders, $5.0bn | 39 holders, $86.7bn |
| Q4 2025 | 23 holders, $5.9bn | 41 holders, $123bn |
| Q1 2026 | 25 holders, $6.0bn | 39 holders, $106bn |
| Q2 2026 | 25 holders, $6.9bn | 44 holders, $132bn |
Edwards Lifesciences Corp
- Holders
- 23
- Reported value
- $5.2bn
- Buyers
- 17
- Sellers
- 7
Breadth +10 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, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Woodline Partners LP
Only EW (5)
Baillie Gifford & Co, Bridgewater Associates LP, Renaissance Technologies LLC, Verition Fund Management LLC, Winton Group Ltd
Only LLY (25)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC
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.