Holders over time
- INSM
- LLY
| Quarter | INSM | LLY |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 33 holders, $14.1bn |
| Q4 2020 | 8 holders, $1.0bn | 29 holders, $17.3bn |
| Q1 2021 | 6 holders, $816m | 24 holders, $23.0bn |
| Q2 2021 | 6 holders, $800m | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $803m | 31 holders, $29.9bn |
| Q4 2021 | 7 holders, $760m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $680m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $42.7bn |
| Q3 2022 | 10 holders, $379m | 31 holders, $43.4bn |
| Q4 2022 | 8 holders, $360m | 31 holders, $46.6bn |
| Q1 2023 | 6 holders, $282m | 33 holders, $44.3bn |
| Q2 2023 | 6 holders, $353m | 37 holders, $59.6bn |
| Q3 2023 | 7 holders, $415m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $539m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $437m | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.2bn | 43 holders, $110bn |
| Q3 2024 | 18 holders, $2.3bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.6bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $1.9bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $3.7bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $5.8bn | 39 holders, $86.7bn |
| Q4 2025 | 19 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 19 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $5.0bn | 44 holders, $132bn |
Insmed Inc
- Holders
- 20
- Reported value
- $5.8bn
- Buyers
- 10
- Sellers
- 9
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 (15)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Woodline Partners LP
Only INSM (5)
Farallon Capital Management LLC, Maverick Capital Ltd, Point72 Asset Management LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only LLY (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
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.