Holders over time
- PFE
- JNJ
| Quarter | PFE | JNJ |
|---|---|---|
| Q3 2020 | 27 holders, $24.9bn | 30 holders, $26.2bn |
| Q4 2020 | 24 holders, $24.4bn | 32 holders, $26.6bn |
| Q1 2021 | 28 holders, $22.8bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $25.0bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $27.3bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $38.6bn | 33 holders, $25.2bn |
| Q1 2022 | 34 holders, $33.0bn | 35 holders, $28.2bn |
| Q2 2022 | 26 holders, $33.9bn | 33 holders, $26.9bn |
| Q3 2022 | 35 holders, $28.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $32.8bn | 35 holders, $27.6bn |
| Q1 2023 | 35 holders, $27.0bn | 42 holders, $24.5bn |
| Q2 2023 | 31 holders, $23.0bn | 38 holders, $25.0bn |
| Q3 2023 | 37 holders, $22.0bn | 37 holders, $18.9bn |
| Q4 2023 | 33 holders, $18.8bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $15.2bn | 32 holders, $19.7bn |
| Q2 2024 | 32 holders, $14.6bn | 35 holders, $20.4bn |
| Q3 2024 | 29 holders, $13.2bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $11.4bn | 37 holders, $20.4bn |
| Q1 2025 | 34 holders, $9.3bn | 32 holders, $20.5bn |
| Q2 2025 | 28 holders, $7.8bn | 31 holders, $18.4bn |
| Q3 2025 | 29 holders, $7.4bn | 32 holders, $23.7bn |
| Q4 2025 | 26 holders, $6.4bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $5.2bn | 33 holders, $39.1bn |
Pfizer Inc
- Holders
- 28
- Reported value
- $7.8bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only PFE (9)
Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Jane Street Group LLC, Squarepoint Ops LLC, Starboard Value LP, Susquehanna International Group LLP, Voloridge Investment Management LLC, Walleye Capital LLC
Only JNJ (12)
Capital Research Global Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
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.