Holders over time
- MMM
- JNJ
| Quarter | MMM | JNJ |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $4.3bn | 32 holders, $26.6bn |
| Q1 2021 | 16 holders, $4.6bn | 31 holders, $25.3bn |
| Q2 2021 | 15 holders, $5.1bn | 37 holders, $25.6bn |
| Q3 2021 | 17 holders, $4.0bn | 40 holders, $24.1bn |
| Q4 2021 | 17 holders, $3.6bn | 33 holders, $25.2bn |
| Q1 2022 | 18 holders, $2.2bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $26.9bn |
| Q3 2022 | 26 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 22 holders, $2.1bn | 35 holders, $27.6bn |
| Q1 2023 | 21 holders, $1.8bn | 42 holders, $24.5bn |
| Q2 2023 | 21 holders, $1.8bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $1.8bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $2.5bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $3.3bn | 32 holders, $19.7bn |
| Q2 2024 | 30 holders, $4.8bn | 35 holders, $20.4bn |
| Q3 2024 | 34 holders, $5.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $5.8bn | 37 holders, $20.4bn |
| Q1 2025 | 26 holders, $7.2bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.9bn | 31 holders, $18.4bn |
| Q3 2025 | 24 holders, $6.8bn | 32 holders, $23.7bn |
| Q4 2025 | 20 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 26 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 31 holders, $7.1bn | 33 holders, $39.1bn |
3M Co
- Holders
- 21
- Reported value
- $6.9bn
- Buyers
- 7
- Sellers
- 15
Breadth -8 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 (13)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only MMM (8)
ARK Investment Management LLC, Capital World Investors, Citadel Advisors LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC
Only JNJ (18)
Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., GAMCO Investors Inc, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.