Holders over time
- INSP
- LLY
| Quarter | INSP | LLY |
|---|---|---|
| Q3 2020 | 8 holders, $638m | 33 holders, $14.1bn |
| Q4 2020 | 10 holders, $936m | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $790m | 24 holders, $23.0bn |
| Q2 2021 | 11 holders, $277m | 24 holders, $27.8bn |
| Q3 2021 | 11 holders, $486m | 31 holders, $29.9bn |
| Q4 2021 | 10 holders, $282m | 31 holders, $34.7bn |
| Q1 2022 | 14 holders, $1.3bn | 24 holders, $35.3bn |
| Q2 2022 | 13 holders, $790m | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $436m | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $740m | 31 holders, $46.6bn |
| Q1 2023 | 15 holders, $738m | 33 holders, $44.3bn |
| Q2 2023 | 18 holders, $1.2bn | 37 holders, $59.6bn |
| Q3 2023 | 13 holders, $1.1bn | 44 holders, $67.6bn |
| Q4 2023 | 10 holders, $1.6bn | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $2.0bn | 41 holders, $95.3bn |
| Q2 2024 | 7 holders, $666m | 43 holders, $110bn |
| Q3 2024 | 11 holders, $1.6bn | 45 holders, $107bn |
| Q4 2024 | 11 holders, $1.2bn | 46 holders, $93.9bn |
| Q1 2025 | 10 holders, $627m | 42 holders, $98.4bn |
| Q2 2025 | 7 holders, $649m | 43 holders, $93.2bn |
| Q3 2025 | 8 holders, $232m | 39 holders, $86.7bn |
| Q4 2025 | 10 holders, $554m | 41 holders, $123bn |
| Q1 2026 | 4 holders, $199m | 39 holders, $106bn |
| Q2 2026 | 3 holders, $45m | 44 holders, $132bn |
Inspire Med Sys Inc
- Holders
- 8
- Reported value
- $232m
- Buyers
- 6
- Sellers
- 3
Breadth +3 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 (6)
Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Winton Group Ltd
Only INSP (2)
Only LLY (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, and 8 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.