Holders over time
Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
- WAT
- VRTX
| Quarter | WAT | VRTX |
|---|---|---|
| Q3 2020 | 22 holders, $1.9bn | 31 holders, $21.9bn |
| Q4 2020 | 17 holders, $2.1bn | 30 holders, $18.4bn |
| Q1 2021 | 15 holders, $2.2bn | 31 holders, $15.4bn |
| Q2 2021 | 16 holders, $2.5bn | 30 holders, $12.7bn |
| Q3 2021 | 18 holders, $2.8bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.1bn | 28 holders, $12.4bn |
| Q1 2022 | 17 holders, $2.4bn | 23 holders, $16.1bn |
| Q2 2022 | 18 holders, $2.7bn | 25 holders, $18.1bn |
| Q3 2022 | 19 holders, $2.2bn | 22 holders, $18.4bn |
| Q4 2022 | 21 holders, $2.5bn | 28 holders, $18.4bn |
| Q1 2023 | 23 holders, $2.5bn | 26 holders, $21.4bn |
| Q2 2023 | 15 holders, $2.3bn | 27 holders, $24.7bn |
| Q3 2023 | 14 holders, $2.4bn | 33 holders, $24.3bn |
| Q4 2023 | 8 holders, $2.6bn | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $2.8bn | 31 holders, $29.8bn |
| Q2 2024 | 10 holders, $2.1bn | 29 holders, $33.4bn |
| Q3 2024 | 7 holders, $2.5bn | 27 holders, $33.5bn |
| Q4 2024 | 10 holders, $2.8bn | 26 holders, $28.5bn |
| Q1 2025 | 11 holders, $3.1bn | 21 holders, $35.4bn |
| Q2 2025 | 12 holders, $3.3bn | 21 holders, $32.3bn |
| Q3 2025 | 12 holders, $2.6bn | 22 holders, $25.9bn |
| Q4 2025 | 15 holders, $3.9bn | 26 holders, $31.8bn |
| Q1 2026 | 18 holders, $6.6bn | 25 holders, $31.8bn |
| Q2 2026 | 20 holders, $9.8bn | 26 holders, $34.6bn |
WAT
Waters Corp
- Holders
- 12
- Reported value
- $3.3bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 among 95 comparable managers.
VRTX
Vertex Pharmaceuticals Inc
- Holders
- 21
- Reported value
- $32.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
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.