Holders over time
- WAT
- JNJ
| Quarter | WAT | JNJ |
|---|---|---|
| Q3 2020 | 22 holders, $1.9bn | 30 holders, $26.2bn |
| Q4 2020 | 17 holders, $2.1bn | 32 holders, $26.6bn |
| Q1 2021 | 15 holders, $2.2bn | 31 holders, $25.3bn |
| Q2 2021 | 16 holders, $2.5bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $2.8bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $3.1bn | 33 holders, $25.2bn |
| Q1 2022 | 17 holders, $2.4bn | 35 holders, $28.2bn |
| Q2 2022 | 18 holders, $2.7bn | 33 holders, $26.9bn |
| Q3 2022 | 19 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 21 holders, $2.5bn | 35 holders, $27.6bn |
| Q1 2023 | 23 holders, $2.5bn | 42 holders, $24.5bn |
| Q2 2023 | 15 holders, $2.3bn | 38 holders, $25.0bn |
| Q3 2023 | 14 holders, $2.4bn | 37 holders, $18.9bn |
| Q4 2023 | 8 holders, $2.6bn | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $2.8bn | 32 holders, $19.7bn |
| Q2 2024 | 10 holders, $2.1bn | 35 holders, $20.4bn |
| Q3 2024 | 7 holders, $2.5bn | 28 holders, $22.3bn |
| Q4 2024 | 10 holders, $2.8bn | 37 holders, $20.4bn |
| Q1 2025 | 11 holders, $3.1bn | 32 holders, $20.5bn |
| Q2 2025 | 12 holders, $3.3bn | 31 holders, $18.4bn |
| Q3 2025 | 12 holders, $2.6bn | 32 holders, $23.7bn |
| Q4 2025 | 15 holders, $3.9bn | 29 holders, $27.8bn |
| Q1 2026 | 18 holders, $6.6bn | 34 holders, $35.6bn |
| Q2 2026 | 20 holders, $9.8bn | 33 holders, $39.1bn |
Waters Corp
- Holders
- 12
- Reported value
- $2.6bn
- Buyers
- 10
- Sellers
- 2
Breadth +8 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $23.7bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AllianceBernstein LP, D. E. Shaw & Co., Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, Woodline Partners LP
Only WAT (4)
Artisan Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Quantbot Technologies LP
Only JNJ (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
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.