Holders over time
- IQV
- LLY
| Quarter | IQV | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $5.2bn | 29 holders, $17.3bn |
| Q1 2021 | 18 holders, $5.4bn | 24 holders, $23.0bn |
| Q2 2021 | 26 holders, $6.1bn | 24 holders, $27.8bn |
| Q3 2021 | 24 holders, $5.9bn | 31 holders, $29.9bn |
| Q4 2021 | 24 holders, $6.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $5.2bn | 24 holders, $35.3bn |
| Q2 2022 | 15 holders, $3.9bn | 33 holders, $42.7bn |
| Q3 2022 | 21 holders, $3.1bn | 31 holders, $43.4bn |
| Q4 2022 | 19 holders, $3.9bn | 31 holders, $46.6bn |
| Q1 2023 | 24 holders, $4.4bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $5.5bn | 37 holders, $59.6bn |
| Q3 2023 | 22 holders, $5.4bn | 44 holders, $67.6bn |
| Q4 2023 | 14 holders, $6.2bn | 45 holders, $73.6bn |
| Q1 2024 | 15 holders, $6.9bn | 41 holders, $95.3bn |
| Q2 2024 | 20 holders, $5.8bn | 43 holders, $110bn |
| Q3 2024 | 23 holders, $6.3bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $5.7bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $5.1bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $5.4bn | 43 holders, $93.2bn |
| Q3 2025 | 17 holders, $5.9bn | 39 holders, $86.7bn |
| Q4 2025 | 18 holders, $7.0bn | 41 holders, $123bn |
| Q1 2026 | 11 holders, $4.7bn | 39 holders, $106bn |
| Q2 2026 | 19 holders, $5.3bn | 44 holders, $132bn |
Iqvia HLDGS Inc
- Holders
- 17
- Reported value
- $5.9bn
- Buyers
- 11
- Sellers
- 9
Breadth +2 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 (12)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Two Sigma Investments LP, Winton Group Ltd, Woodline Partners LP
Only IQV (5)
Appaloosa LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Glenview Capital Management LLC, Markel Group Inc
Only LLY (27)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, 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, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, and 2 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.