Holders over time
- UTHR
- LLY
| Quarter | UTHR | LLY |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 33 holders, $14.1bn |
| Q4 2020 | 11 holders, $1.2bn | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $1.4bn | 24 holders, $23.0bn |
| Q2 2021 | 11 holders, $1.5bn | 24 holders, $27.8bn |
| Q3 2021 | 16 holders, $1.5bn | 31 holders, $29.9bn |
| Q4 2021 | 14 holders, $1.9bn | 31 holders, $34.7bn |
| Q1 2022 | 14 holders, $1.7bn | 24 holders, $35.3bn |
| Q2 2022 | 18 holders, $2.3bn | 33 holders, $42.7bn |
| Q3 2022 | 17 holders, $2.2bn | 31 holders, $43.4bn |
| Q4 2022 | 18 holders, $2.9bn | 31 holders, $46.6bn |
| Q1 2023 | 16 holders, $2.5bn | 33 holders, $44.3bn |
| Q2 2023 | 12 holders, $2.5bn | 37 holders, $59.6bn |
| Q3 2023 | 13 holders, $2.4bn | 44 holders, $67.6bn |
| Q4 2023 | 14 holders, $2.3bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $2.2bn | 41 holders, $95.3bn |
| Q2 2024 | 14 holders, $2.5bn | 43 holders, $110bn |
| Q3 2024 | 10 holders, $2.9bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $3.3bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $2.1bn | 42 holders, $98.4bn |
| Q2 2025 | 14 holders, $1.9bn | 43 holders, $93.2bn |
| Q3 2025 | 16 holders, $2.6bn | 39 holders, $86.7bn |
| Q4 2025 | 14 holders, $3.8bn | 41 holders, $123bn |
| Q1 2026 | 18 holders, $5.1bn | 39 holders, $106bn |
| Q2 2026 | 14 holders, $3.5bn | 44 holders, $132bn |
United Therapeutics Corp Del
- Holders
- 16
- Reported value
- $2.6bn
- Buyers
- 8
- Sellers
- 10
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 (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Winton Group Ltd
Only UTHR (3)
ExodusPoint Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC
Only LLY (26)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, and 1 more
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.