Holders over time
- BMY
- VRTX
| Quarter | BMY | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 31 holders, $21.9bn |
| Q4 2020 | 28 holders, $16.4bn | 30 holders, $18.4bn |
| Q1 2021 | 31 holders, $15.2bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $16.3bn | 30 holders, $12.7bn |
| Q3 2021 | 30 holders, $14.2bn | 35 holders, $10.1bn |
| Q4 2021 | 28 holders, $12.9bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $15.2bn | 23 holders, $16.1bn |
| Q2 2022 | 31 holders, $14.8bn | 25 holders, $18.1bn |
| Q3 2022 | 27 holders, $12.2bn | 22 holders, $18.4bn |
| Q4 2022 | 33 holders, $10.0bn | 28 holders, $18.4bn |
| Q1 2023 | 29 holders, $8.4bn | 26 holders, $21.4bn |
| Q2 2023 | 29 holders, $7.9bn | 27 holders, $24.7bn |
| Q3 2023 | 32 holders, $7.5bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $7.2bn | 32 holders, $28.6bn |
| Q1 2024 | 20 holders, $6.6bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $6.4bn | 29 holders, $33.4bn |
| Q3 2024 | 31 holders, $7.9bn | 27 holders, $33.5bn |
| Q4 2024 | 27 holders, $6.6bn | 26 holders, $28.5bn |
| Q1 2025 | 20 holders, $6.6bn | 21 holders, $35.4bn |
| Q2 2025 | 22 holders, $5.6bn | 21 holders, $32.3bn |
| Q3 2025 | 28 holders, $5.4bn | 22 holders, $25.9bn |
| Q4 2025 | 25 holders, $7.7bn | 26 holders, $31.8bn |
| Q1 2026 | 27 holders, $8.3bn | 25 holders, $31.8bn |
| Q2 2026 | 22 holders, $8.2bn | 26 holders, $34.6bn |
Bristol-myers Squibb Co
- Holders
- 28
- Reported value
- $5.4bn
- Buyers
- 19
- Sellers
- 9
Breadth +10 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (13)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only BMY (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
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.