Holders over time
- INSM
- LLY
| Quarter | INSM | LLY |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 33 holders, $14.1bn |
| Q4 2020 | 8 holders, $1.0bn | 29 holders, $17.3bn |
| Q1 2021 | 6 holders, $816m | 24 holders, $23.0bn |
| Q2 2021 | 6 holders, $800m | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $803m | 31 holders, $29.9bn |
| Q4 2021 | 7 holders, $760m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $680m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $42.7bn |
| Q3 2022 | 10 holders, $379m | 31 holders, $43.4bn |
| Q4 2022 | 8 holders, $360m | 31 holders, $46.6bn |
| Q1 2023 | 6 holders, $282m | 33 holders, $44.3bn |
| Q2 2023 | 6 holders, $353m | 37 holders, $59.6bn |
| Q3 2023 | 7 holders, $415m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $539m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $437m | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.2bn | 43 holders, $110bn |
| Q3 2024 | 18 holders, $2.3bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.6bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $1.9bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $3.7bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $5.8bn | 39 holders, $86.7bn |
| Q4 2025 | 19 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 19 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $5.0bn | 44 holders, $132bn |
Insmed Inc
- Holders
- 23
- Reported value
- $3.7bn
- Buyers
- 17
- Sellers
- 6
Breadth +11 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 (19)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only INSM (4)
Farallon Capital Management LLC, Jane Street Group LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only LLY (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers 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.