Holders over time
- UTHR
- JNJ
| Quarter | UTHR | JNJ |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 30 holders, $26.2bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $1.4bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $1.5bn | 37 holders, $25.6bn |
| Q3 2021 | 16 holders, $1.5bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $1.9bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $1.7bn | 35 holders, $28.2bn |
| Q2 2022 | 18 holders, $2.3bn | 33 holders, $26.9bn |
| Q3 2022 | 17 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 18 holders, $2.9bn | 35 holders, $27.6bn |
| Q1 2023 | 16 holders, $2.5bn | 42 holders, $24.5bn |
| Q2 2023 | 12 holders, $2.5bn | 38 holders, $25.0bn |
| Q3 2023 | 13 holders, $2.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $2.3bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $2.2bn | 32 holders, $19.7bn |
| Q2 2024 | 14 holders, $2.5bn | 35 holders, $20.4bn |
| Q3 2024 | 10 holders, $2.9bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.3bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $2.1bn | 32 holders, $20.5bn |
| Q2 2025 | 14 holders, $1.9bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.6bn | 32 holders, $23.7bn |
| Q4 2025 | 14 holders, $3.8bn | 29 holders, $27.8bn |
| Q1 2026 | 18 holders, $5.1bn | 34 holders, $35.6bn |
| Q2 2026 | 14 holders, $3.5bn | 33 holders, $39.1bn |
United Therapeutics Corp Del
- Holders
- 14
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (10)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Wellington Management Group LLP
Only UTHR (4)
Balyasny Asset Management LLC, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Voloridge Investment Management LLC
Only JNJ (21)
Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, 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.