Holders over time
- INSM
- JNJ
| Quarter | INSM | JNJ |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 30 holders, $26.2bn |
| Q4 2020 | 8 holders, $1.0bn | 32 holders, $26.6bn |
| Q1 2021 | 6 holders, $816m | 31 holders, $25.3bn |
| Q2 2021 | 6 holders, $800m | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $803m | 40 holders, $24.1bn |
| Q4 2021 | 7 holders, $760m | 33 holders, $25.2bn |
| Q1 2022 | 8 holders, $680m | 35 holders, $28.2bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $26.9bn |
| Q3 2022 | 10 holders, $379m | 36 holders, $25.4bn |
| Q4 2022 | 8 holders, $360m | 35 holders, $27.6bn |
| Q1 2023 | 6 holders, $282m | 42 holders, $24.5bn |
| Q2 2023 | 6 holders, $353m | 38 holders, $25.0bn |
| Q3 2023 | 7 holders, $415m | 37 holders, $18.9bn |
| Q4 2023 | 8 holders, $539m | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $437m | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $2.2bn | 35 holders, $20.4bn |
| Q3 2024 | 18 holders, $2.3bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $1.6bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $1.9bn | 32 holders, $20.5bn |
| Q2 2025 | 23 holders, $3.7bn | 31 holders, $18.4bn |
| Q3 2025 | 20 holders, $5.8bn | 32 holders, $23.7bn |
| Q4 2025 | 19 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 19 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 21 holders, $5.0bn | 33 holders, $39.1bn |
Insmed Inc
- Holders
- 23
- Reported value
- $3.7bn
- Buyers
- 17
- Sellers
- 6
Breadth +11 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 (14)
AllianceBernstein LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only INSM (9)
Artisan Partners LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only JNJ (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Verition Fund Management 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.