Holders over time
- MDT
- JNJ
| Quarter | MDT | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 30 holders, $26.2bn |
| Q4 2020 | 33 holders, $20.0bn | 32 holders, $26.6bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $25.3bn |
| Q2 2021 | 34 holders, $22.1bn | 37 holders, $25.6bn |
| Q3 2021 | 32 holders, $21.6bn | 40 holders, $24.1bn |
| Q4 2021 | 31 holders, $18.5bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $18.0bn | 35 holders, $28.2bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $26.9bn |
| Q3 2022 | 33 holders, $13.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $13.4bn | 35 holders, $27.6bn |
| Q1 2023 | 25 holders, $13.6bn | 42 holders, $24.5bn |
| Q2 2023 | 30 holders, $15.2bn | 38 holders, $25.0bn |
| Q3 2023 | 28 holders, $13.1bn | 37 holders, $18.9bn |
| Q4 2023 | 24 holders, $12.7bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $12.8bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $11.2bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $13.9bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $11.5bn | 37 holders, $20.4bn |
| Q1 2025 | 27 holders, $13.8bn | 32 holders, $20.5bn |
| Q2 2025 | 30 holders, $13.3bn | 31 holders, $18.4bn |
| Q3 2025 | 25 holders, $13.6bn | 32 holders, $23.7bn |
| Q4 2025 | 27 holders, $14.9bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $14.3bn | 34 holders, $35.6bn |
| Q2 2026 | 29 holders, $12.8bn | 33 holders, $39.1bn |
Medtronic PLC
- Holders
- 25
- Reported value
- $13.6bn
- Buyers
- 12
- Sellers
- 13
Breadth -1 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MDT (6)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, First Eagle Investment Management LLC, Polen Capital Management LLC, Steadfast Capital Management LP
Only JNJ (13)
Brevan Howard Capital Management LP, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP
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.