Holders over time
- ISRG
- JNJ
| Quarter | ISRG | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 30 holders, $26.2bn |
| Q4 2020 | 19 holders, $21.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $25.3bn |
| Q2 2021 | 33 holders, $23.2bn | 37 holders, $25.6bn |
| Q3 2021 | 31 holders, $23.9bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $26.0bn | 33 holders, $25.2bn |
| Q1 2022 | 27 holders, $21.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $13.0bn | 33 holders, $26.9bn |
| Q3 2022 | 32 holders, $11.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $15.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $14.4bn | 42 holders, $24.5bn |
| Q2 2023 | 33 holders, $20.2bn | 38 holders, $25.0bn |
| Q3 2023 | 40 holders, $17.0bn | 37 holders, $18.9bn |
| Q4 2023 | 38 holders, $20.0bn | 31 holders, $19.0bn |
| Q1 2024 | 32 holders, $23.6bn | 32 holders, $19.7bn |
| Q2 2024 | 29 holders, $27.0bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $28.4bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $30.3bn | 37 holders, $20.4bn |
| Q1 2025 | 42 holders, $28.7bn | 32 holders, $20.5bn |
| Q2 2025 | 39 holders, $30.6bn | 31 holders, $18.4bn |
| Q3 2025 | 41 holders, $23.6bn | 32 holders, $23.7bn |
| Q4 2025 | 41 holders, $35.8bn | 29 holders, $27.8bn |
| Q1 2026 | 40 holders, $29.0bn | 34 holders, $35.6bn |
| Q2 2026 | 35 holders, $24.5bn | 33 holders, $39.1bn |
Intuitive Surgical Inc
- Holders
- 41
- Reported value
- $23.6bn
- Buyers
- 25
- Sellers
- 16
Breadth +9 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $23.7bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (26)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only ISRG (15)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC, 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.