Holders over time
- GSK
- LLY
| Quarter | GSK | LLY |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $14.1bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $17.3bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $23.0bn |
| Q2 2021 | none listed holders, n.a. | 24 holders, $27.8bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $29.9bn |
| Q4 2021 | none listed holders, n.a. | 31 holders, $34.7bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $35.3bn |
| Q2 2022 | 1 holders, $19m | 33 holders, $42.7bn |
| Q3 2022 | 18 holders, $3.9bn | 31 holders, $43.4bn |
| Q4 2022 | 18 holders, $4.9bn | 31 holders, $46.6bn |
| Q1 2023 | 13 holders, $4.4bn | 33 holders, $44.3bn |
| Q2 2023 | 13 holders, $4.3bn | 37 holders, $59.6bn |
| Q3 2023 | 16 holders, $4.5bn | 44 holders, $67.6bn |
| Q4 2023 | 13 holders, $4.5bn | 45 holders, $73.6bn |
| Q1 2024 | 13 holders, $5.3bn | 41 holders, $95.3bn |
| Q2 2024 | 10 holders, $4.6bn | 43 holders, $110bn |
| Q3 2024 | 10 holders, $4.9bn | 45 holders, $107bn |
| Q4 2024 | 13 holders, $4.9bn | 46 holders, $93.9bn |
| Q1 2025 | 11 holders, $6.3bn | 42 holders, $98.4bn |
| Q2 2025 | 10 holders, $6.2bn | 43 holders, $93.2bn |
| Q3 2025 | 11 holders, $7.5bn | 39 holders, $86.7bn |
| Q4 2025 | 11 holders, $8.8bn | 41 holders, $123bn |
| Q1 2026 | 9 holders, $9.1bn | 39 holders, $106bn |
| Q2 2026 | 11 holders, $7.5bn | 44 holders, $132bn |
GSK PLC
- Holders
- 11
- Reported value
- $7.5bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 among 95 comparable managers.
Eli Lilly & Co
- Holders
- 39
- Reported value
- $86.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q3 2025
Both (10)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GSK (1)
Only LLY (29)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 more
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.