Holders over time
- MDT
- VRTX
| Quarter | MDT | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $20.0bn | 30 holders, $18.4bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $15.4bn |
| Q2 2021 | 34 holders, $22.1bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $21.6bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $18.5bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $18.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $15.2bn | 25 holders, $18.1bn |
| Q3 2022 | 33 holders, $13.7bn | 22 holders, $18.4bn |
| Q4 2022 | 32 holders, $13.4bn | 28 holders, $18.4bn |
| Q1 2023 | 25 holders, $13.6bn | 26 holders, $21.4bn |
| Q2 2023 | 30 holders, $15.2bn | 27 holders, $24.7bn |
| Q3 2023 | 28 holders, $13.1bn | 33 holders, $24.3bn |
| Q4 2023 | 24 holders, $12.7bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $12.8bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $11.2bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $13.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $11.5bn | 26 holders, $28.5bn |
| Q1 2025 | 27 holders, $13.8bn | 21 holders, $35.4bn |
| Q2 2025 | 30 holders, $13.3bn | 21 holders, $32.3bn |
| Q3 2025 | 25 holders, $13.6bn | 22 holders, $25.9bn |
| Q4 2025 | 27 holders, $14.9bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $14.3bn | 25 holders, $31.8bn |
| Q2 2026 | 29 holders, $12.8bn | 26 holders, $34.6bn |
Medtronic PLC
- Holders
- 25
- Reported value
- $13.6bn
- Buyers
- 12
- Sellers
- 13
Breadth -1 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 (13)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MDT (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Millennium Management LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management 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.