Holders over time
- BMRN
- JNJ
| Quarter | BMRN | JNJ |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 12 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $3.4bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $3.0bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $3.4bn | 33 holders, $25.2bn |
| Q1 2022 | 19 holders, $3.0bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.9bn | 33 holders, $26.9bn |
| Q3 2022 | 25 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $4.0bn | 35 holders, $27.6bn |
| Q1 2023 | 20 holders, $3.3bn | 42 holders, $24.5bn |
| Q2 2023 | 18 holders, $2.9bn | 38 holders, $25.0bn |
| Q3 2023 | 18 holders, $2.9bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $4.1bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $3.6bn | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $3.3bn | 35 holders, $20.4bn |
| Q3 2024 | 16 holders, $3.0bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $3.3bn | 32 holders, $20.5bn |
| Q2 2025 | 16 holders, $2.5bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.3bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $2.4bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $2.6bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $2.2bn | 33 holders, $39.1bn |
Biomarin Pharmaceutical Inc
- Holders
- 16
- Reported value
- $2.3bn
- Buyers
- 10
- Sellers
- 5
Breadth +5 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $23.7bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Freestone Grove Partners LP, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC
Only BMRN (5)
Hudson Bay Capital Management LP, PDT Partners LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Winton Group Ltd
Only JNJ (21)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, 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.