Holders over time
- ILMN
- LLY
| Quarter | ILMN | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $9.2bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $11.9bn | 29 holders, $17.3bn |
| Q1 2021 | 27 holders, $13.7bn | 24 holders, $23.0bn |
| Q2 2021 | 23 holders, $16.3bn | 24 holders, $27.8bn |
| Q3 2021 | 31 holders, $14.7bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $13.3bn | 31 holders, $34.7bn |
| Q1 2022 | 20 holders, $12.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $6.3bn | 33 holders, $42.7bn |
| Q3 2022 | 18 holders, $7.3bn | 31 holders, $43.4bn |
| Q4 2022 | 13 holders, $7.7bn | 31 holders, $46.6bn |
| Q1 2023 | 22 holders, $8.9bn | 33 holders, $44.3bn |
| Q2 2023 | 15 holders, $6.8bn | 37 holders, $59.6bn |
| Q3 2023 | 14 holders, $4.6bn | 44 holders, $67.6bn |
| Q4 2023 | 21 holders, $3.6bn | 45 holders, $73.6bn |
| Q1 2024 | 16 holders, $3.4bn | 41 holders, $95.3bn |
| Q2 2024 | 22 holders, $2.3bn | 43 holders, $110bn |
| Q3 2024 | 22 holders, $2.9bn | 45 holders, $107bn |
| Q4 2024 | 16 holders, $4.1bn | 46 holders, $93.9bn |
| Q1 2025 | 11 holders, $2.3bn | 42 holders, $98.4bn |
| Q2 2025 | 8 holders, $2.5bn | 43 holders, $93.2bn |
| Q3 2025 | 9 holders, $2.9bn | 39 holders, $86.7bn |
| Q4 2025 | 10 holders, $4.6bn | 41 holders, $123bn |
| Q1 2026 | 13 holders, $3.9bn | 39 holders, $106bn |
| Q2 2026 | 13 holders, $5.9bn | 44 holders, $132bn |
Illumina Inc
- Holders
- 8
- Reported value
- $2.5bn
- Buyers
- 3
- Sellers
- 5
Breadth -2 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 (5)
AQR Capital Management LLC, Capital World Investors, Freestone Grove Partners LP, Janus Henderson Group Ltd, Maverick Capital Ltd
Only LLY (38)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 13 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.