Holders over time
- LLY
- VRTX
| Quarter | LLY | VRTX |
|---|---|---|
| Q3 2020 | 33 holders, $14.1bn | 31 holders, $21.9bn |
| Q4 2020 | 29 holders, $17.3bn | 30 holders, $18.4bn |
| Q1 2021 | 24 holders, $23.0bn | 31 holders, $15.4bn |
| Q2 2021 | 24 holders, $27.8bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $29.9bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $34.7bn | 28 holders, $12.4bn |
| Q1 2022 | 24 holders, $35.3bn | 23 holders, $16.1bn |
| Q2 2022 | 33 holders, $42.7bn | 25 holders, $18.1bn |
| Q3 2022 | 31 holders, $43.4bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $46.6bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $44.3bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $59.6bn | 27 holders, $24.7bn |
| Q3 2023 | 44 holders, $67.6bn | 33 holders, $24.3bn |
| Q4 2023 | 45 holders, $73.6bn | 32 holders, $28.6bn |
| Q1 2024 | 41 holders, $95.3bn | 31 holders, $29.8bn |
| Q2 2024 | 43 holders, $110bn | 29 holders, $33.4bn |
| Q3 2024 | 45 holders, $107bn | 27 holders, $33.5bn |
| Q4 2024 | 46 holders, $93.9bn | 26 holders, $28.5bn |
| Q1 2025 | 42 holders, $98.4bn | 21 holders, $35.4bn |
| Q2 2025 | 43 holders, $93.2bn | 21 holders, $32.3bn |
| Q3 2025 | 39 holders, $86.7bn | 22 holders, $25.9bn |
| Q4 2025 | 41 holders, $123bn | 26 holders, $31.8bn |
| Q1 2026 | 39 holders, $106bn | 25 holders, $31.8bn |
| Q2 2026 | 44 holders, $132bn | 26 holders, $34.6bn |
Eli Lilly & Co
- Holders
- 39
- Reported value
- $86.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (16)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only LLY (23)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund 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.