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PODD · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PODD
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterPODDJNJ
Q3 202017 holders, $6.7bn30 holders, $26.2bn
Q4 202020 holders, $7.2bn32 holders, $26.6bn
Q1 202117 holders, $7.8bn31 holders, $25.3bn
Q2 202114 holders, $8.6bn37 holders, $25.6bn
Q3 202114 holders, $9.1bn40 holders, $24.1bn
Q4 202114 holders, $8.7bn33 holders, $25.2bn
Q1 202214 holders, $8.4bn35 holders, $28.2bn
Q2 202213 holders, $7.1bn33 holders, $26.9bn
Q3 202215 holders, $7.5bn36 holders, $25.4bn
Q4 202216 holders, $9.5bn35 holders, $27.6bn
Q1 202317 holders, $9.2bn42 holders, $24.5bn
Q2 202315 holders, $7.7bn38 holders, $25.0bn
Q3 202320 holders, $4.0bn37 holders, $18.9bn
Q4 202315 holders, $5.4bn31 holders, $19.0bn
Q1 202418 holders, $3.5bn32 holders, $19.7bn
Q2 202422 holders, $4.1bn35 holders, $20.4bn
Q3 202413 holders, $4.8bn28 holders, $22.3bn
Q4 202415 holders, $5.6bn37 holders, $20.4bn
Q1 202516 holders, $5.3bn32 holders, $20.5bn
Q2 202521 holders, $6.2bn31 holders, $18.4bn
Q3 202521 holders, $5.6bn32 holders, $23.7bn
Q4 202521 holders, $5.1bn29 holders, $27.8bn
Q1 202620 holders, $3.1bn34 holders, $35.6bn
Q2 202618 holders, $1.7bn33 holders, $39.1bn
PODD

Insulet Corp

Holders
21
Reported value
$5.6bn
Buyers
10
Sellers
10

Breadth 0 among 95 comparable managers.

JNJ

Johnson & Johnson

Holders
32
Reported value
$23.7bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

Who holds both, Q3 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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