Holders over time
- SYK
- LLY
| Quarter | SYK | LLY |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 33 holders, $14.1bn |
| Q4 2020 | 15 holders, $13.5bn | 29 holders, $17.3bn |
| Q1 2021 | 21 holders, $14.0bn | 24 holders, $23.0bn |
| Q2 2021 | 20 holders, $15.4bn | 24 holders, $27.8bn |
| Q3 2021 | 20 holders, $15.9bn | 31 holders, $29.9bn |
| Q4 2021 | 22 holders, $15.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $16.1bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $11.4bn | 33 holders, $42.7bn |
| Q3 2022 | 14 holders, $12.1bn | 31 holders, $43.4bn |
| Q4 2022 | 15 holders, $14.5bn | 31 holders, $46.6bn |
| Q1 2023 | 17 holders, $17.5bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $16.9bn | 37 holders, $59.6bn |
| Q3 2023 | 21 holders, $14.0bn | 44 holders, $67.6bn |
| Q4 2023 | 22 holders, $14.9bn | 45 holders, $73.6bn |
| Q1 2024 | 24 holders, $16.9bn | 41 holders, $95.3bn |
| Q2 2024 | 23 holders, $15.3bn | 43 holders, $110bn |
| Q3 2024 | 20 holders, $15.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $14.8bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $14.8bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $16.8bn | 43 holders, $93.2bn |
| Q3 2025 | 23 holders, $15.1bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $14.0bn | 41 holders, $123bn |
| Q1 2026 | 29 holders, $14.0bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $11.4bn | 44 holders, $132bn |
Stryker Corporation
- Holders
- 23
- Reported value
- $15.1bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only SYK (4)
MFS Investment Management, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC
Only LLY (20)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, 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.