Holders over time
- ZBH
- LLY
| Quarter | ZBH | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $5.3bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $6.0bn | 29 holders, $17.3bn |
| Q1 2021 | 22 holders, $5.5bn | 24 holders, $23.0bn |
| Q2 2021 | 23 holders, $5.6bn | 24 holders, $27.8bn |
| Q3 2021 | 23 holders, $4.4bn | 31 holders, $29.9bn |
| Q4 2021 | 20 holders, $3.4bn | 31 holders, $34.7bn |
| Q1 2022 | 17 holders, $3.4bn | 24 holders, $35.3bn |
| Q2 2022 | 16 holders, $3.1bn | 33 holders, $42.7bn |
| Q3 2022 | 19 holders, $3.7bn | 31 holders, $43.4bn |
| Q4 2022 | 20 holders, $4.6bn | 31 holders, $46.6bn |
| Q1 2023 | 26 holders, $4.7bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $5.1bn | 37 holders, $59.6bn |
| Q3 2023 | 27 holders, $4.0bn | 44 holders, $67.6bn |
| Q4 2023 | 21 holders, $4.3bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $5.7bn | 41 holders, $95.3bn |
| Q2 2024 | 17 holders, $4.5bn | 43 holders, $110bn |
| Q3 2024 | 15 holders, $4.3bn | 45 holders, $107bn |
| Q4 2024 | 17 holders, $4.8bn | 46 holders, $93.9bn |
| Q1 2025 | 17 holders, $5.1bn | 42 holders, $98.4bn |
| Q2 2025 | 12 holders, $4.5bn | 43 holders, $93.2bn |
| Q3 2025 | 12 holders, $4.9bn | 39 holders, $86.7bn |
| Q4 2025 | 8 holders, $4.9bn | 41 holders, $123bn |
| Q1 2026 | 8 holders, $4.2bn | 39 holders, $106bn |
| Q2 2026 | 12 holders, $4.3bn | 44 holders, $132bn |
Zimmer Biomet Holdings Inc
- Holders
- 12
- Reported value
- $4.9bn
- Buyers
- 5
- Sellers
- 7
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 (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only LLY (29)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 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.