Holders over time
- TMO
- LLY
| Quarter | TMO | LLY |
|---|---|---|
| Q3 2020 | 29 holders, $38.9bn | 33 holders, $14.1bn |
| Q4 2020 | 33 holders, $39.2bn | 29 holders, $17.3bn |
| Q1 2021 | 35 holders, $36.5bn | 24 holders, $23.0bn |
| Q2 2021 | 33 holders, $38.3bn | 24 holders, $27.8bn |
| Q3 2021 | 32 holders, $42.6bn | 31 holders, $29.9bn |
| Q4 2021 | 38 holders, $50.1bn | 31 holders, $34.7bn |
| Q1 2022 | 32 holders, $43.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $38.9bn | 33 holders, $42.7bn |
| Q3 2022 | 26 holders, $34.3bn | 31 holders, $43.4bn |
| Q4 2022 | 29 holders, $37.0bn | 31 holders, $46.6bn |
| Q1 2023 | 35 holders, $37.1bn | 33 holders, $44.3bn |
| Q2 2023 | 39 holders, $33.5bn | 37 holders, $59.6bn |
| Q3 2023 | 39 holders, $32.6bn | 44 holders, $67.6bn |
| Q4 2023 | 41 holders, $32.7bn | 45 holders, $73.6bn |
| Q1 2024 | 30 holders, $34.1bn | 41 holders, $95.3bn |
| Q2 2024 | 38 holders, $30.6bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $33.8bn | 45 holders, $107bn |
| Q4 2024 | 36 holders, $27.6bn | 46 holders, $93.9bn |
| Q1 2025 | 31 holders, $24.2bn | 42 holders, $98.4bn |
| Q2 2025 | 39 holders, $18.8bn | 43 holders, $93.2bn |
| Q3 2025 | 32 holders, $21.9bn | 39 holders, $86.7bn |
| Q4 2025 | 32 holders, $29.9bn | 41 holders, $123bn |
| Q1 2026 | 34 holders, $24.4bn | 39 holders, $106bn |
| Q2 2026 | 36 holders, $26.4bn | 44 holders, $132bn |
Thermo Fisher Scientific Inc
- Holders
- 39
- Reported value
- $18.8bn
- Buyers
- 27
- Sellers
- 11
Breadth +16 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 (27)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only TMO (12)
Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Farallon Capital Management LLC, Glenview Capital Management LLC, Jane Street Group LLC, Markel Group Inc, Renaissance Technologies LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only LLY (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Coatue Management LLC, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, Moore Capital Management LP, Tiger Global Management LLC, Viking Global Investors LP, Walleye Capital LLC, 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.