Holders over time
- MMM
- LLY
| Quarter | MMM | LLY |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 33 holders, $14.1bn |
| Q4 2020 | 20 holders, $4.3bn | 29 holders, $17.3bn |
| Q1 2021 | 16 holders, $4.6bn | 24 holders, $23.0bn |
| Q2 2021 | 15 holders, $5.1bn | 24 holders, $27.8bn |
| Q3 2021 | 17 holders, $4.0bn | 31 holders, $29.9bn |
| Q4 2021 | 17 holders, $3.6bn | 31 holders, $34.7bn |
| Q1 2022 | 18 holders, $2.2bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $42.7bn |
| Q3 2022 | 26 holders, $2.2bn | 31 holders, $43.4bn |
| Q4 2022 | 22 holders, $2.1bn | 31 holders, $46.6bn |
| Q1 2023 | 21 holders, $1.8bn | 33 holders, $44.3bn |
| Q2 2023 | 21 holders, $1.8bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $1.8bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $2.5bn | 45 holders, $73.6bn |
| Q1 2024 | 29 holders, $3.3bn | 41 holders, $95.3bn |
| Q2 2024 | 30 holders, $4.8bn | 43 holders, $110bn |
| Q3 2024 | 34 holders, $5.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $5.8bn | 46 holders, $93.9bn |
| Q1 2025 | 26 holders, $7.2bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $6.9bn | 43 holders, $93.2bn |
| Q3 2025 | 24 holders, $6.8bn | 39 holders, $86.7bn |
| Q4 2025 | 20 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 26 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 31 holders, $7.1bn | 44 holders, $132bn |
3M Co
- Holders
- 24
- Reported value
- $6.8bn
- Buyers
- 11
- Sellers
- 15
Breadth -4 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 (20)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only MMM (4)
ARK Investment Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP
Only LLY (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners 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.