Holders over time
- TMO
- VRTX
| Quarter | TMO | VRTX |
|---|---|---|
| Q3 2020 | 29 holders, $38.9bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $39.2bn | 30 holders, $18.4bn |
| Q1 2021 | 35 holders, $36.5bn | 31 holders, $15.4bn |
| Q2 2021 | 33 holders, $38.3bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $42.6bn | 35 holders, $10.1bn |
| Q4 2021 | 38 holders, $50.1bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $43.2bn | 23 holders, $16.1bn |
| Q2 2022 | 33 holders, $38.9bn | 25 holders, $18.1bn |
| Q3 2022 | 26 holders, $34.3bn | 22 holders, $18.4bn |
| Q4 2022 | 29 holders, $37.0bn | 28 holders, $18.4bn |
| Q1 2023 | 35 holders, $37.1bn | 26 holders, $21.4bn |
| Q2 2023 | 39 holders, $33.5bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $32.6bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $32.7bn | 32 holders, $28.6bn |
| Q1 2024 | 30 holders, $34.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $30.6bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $33.8bn | 27 holders, $33.5bn |
| Q4 2024 | 36 holders, $27.6bn | 26 holders, $28.5bn |
| Q1 2025 | 31 holders, $24.2bn | 21 holders, $35.4bn |
| Q2 2025 | 39 holders, $18.8bn | 21 holders, $32.3bn |
| Q3 2025 | 32 holders, $21.9bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $29.9bn | 26 holders, $31.8bn |
| Q1 2026 | 34 holders, $24.4bn | 25 holders, $31.8bn |
| Q2 2026 | 36 holders, $26.4bn | 26 holders, $34.6bn |
Thermo Fisher Scientific Inc
- Holders
- 32
- Reported value
- $21.9bn
- Buyers
- 22
- Sellers
- 13
Breadth +9 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 (14)
AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, 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 TMO (18)
Artisan Partners LP, Brevan Howard Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, 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.