Holders over time
- MDT
- LLY
| Quarter | MDT | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 33 holders, $14.1bn |
| Q4 2020 | 33 holders, $20.0bn | 29 holders, $17.3bn |
| Q1 2021 | 37 holders, $20.8bn | 24 holders, $23.0bn |
| Q2 2021 | 34 holders, $22.1bn | 24 holders, $27.8bn |
| Q3 2021 | 32 holders, $21.6bn | 31 holders, $29.9bn |
| Q4 2021 | 31 holders, $18.5bn | 31 holders, $34.7bn |
| Q1 2022 | 28 holders, $18.0bn | 24 holders, $35.3bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $42.7bn |
| Q3 2022 | 33 holders, $13.7bn | 31 holders, $43.4bn |
| Q4 2022 | 32 holders, $13.4bn | 31 holders, $46.6bn |
| Q1 2023 | 25 holders, $13.6bn | 33 holders, $44.3bn |
| Q2 2023 | 30 holders, $15.2bn | 37 holders, $59.6bn |
| Q3 2023 | 28 holders, $13.1bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $12.7bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $12.8bn | 41 holders, $95.3bn |
| Q2 2024 | 26 holders, $11.2bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $13.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $11.5bn | 46 holders, $93.9bn |
| Q1 2025 | 27 holders, $13.8bn | 42 holders, $98.4bn |
| Q2 2025 | 30 holders, $13.3bn | 43 holders, $93.2bn |
| Q3 2025 | 25 holders, $13.6bn | 39 holders, $86.7bn |
| Q4 2025 | 27 holders, $14.9bn | 41 holders, $123bn |
| Q1 2026 | 24 holders, $14.3bn | 39 holders, $106bn |
| Q2 2026 | 29 holders, $12.8bn | 44 holders, $132bn |
Medtronic PLC
- Holders
- 30
- Reported value
- $13.3bn
- Buyers
- 16
- Sellers
- 14
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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only MDT (6)
Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, First Eagle Investment Management LLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only LLY (19)
Brevan Howard Capital Management LP, Coatue Management LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, 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.