Holders over time
- ALGN
- LLY
| Quarter | ALGN | LLY |
|---|---|---|
| Q3 2020 | 22 holders, $4.0bn | 33 holders, $14.1bn |
| Q4 2020 | 21 holders, $6.4bn | 29 holders, $17.3bn |
| Q1 2021 | 30 holders, $6.5bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $6.5bn | 24 holders, $27.8bn |
| Q3 2021 | 26 holders, $8.1bn | 31 holders, $29.9bn |
| Q4 2021 | 21 holders, $8.4bn | 31 holders, $34.7bn |
| Q1 2022 | 20 holders, $6.1bn | 24 holders, $35.3bn |
| Q2 2022 | 17 holders, $3.4bn | 33 holders, $42.7bn |
| Q3 2022 | 19 holders, $2.7bn | 31 holders, $43.4bn |
| Q4 2022 | 16 holders, $2.2bn | 31 holders, $46.6bn |
| Q1 2023 | 19 holders, $3.8bn | 33 holders, $44.3bn |
| Q2 2023 | 20 holders, $4.1bn | 37 holders, $59.6bn |
| Q3 2023 | 18 holders, $2.9bn | 44 holders, $67.6bn |
| Q4 2023 | 20 holders, $2.4bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $2.7bn | 41 holders, $95.3bn |
| Q2 2024 | 18 holders, $1.6bn | 43 holders, $110bn |
| Q3 2024 | 15 holders, $2.1bn | 45 holders, $107bn |
| Q4 2024 | 17 holders, $1.5bn | 46 holders, $93.9bn |
| Q1 2025 | 17 holders, $1.3bn | 42 holders, $98.4bn |
| Q2 2025 | 17 holders, $1.5bn | 43 holders, $93.2bn |
| Q3 2025 | 11 holders, $751m | 39 holders, $86.7bn |
| Q4 2025 | 14 holders, $1.0bn | 41 holders, $123bn |
| Q1 2026 | 10 holders, $1.3bn | 39 holders, $106bn |
| Q2 2026 | 10 holders, $1.9bn | 44 holders, $132bn |
Align Technology Inc
- Holders
- 14
- Reported value
- $1.0bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 92 comparable managers.
Eli Lilly & Co
- Holders
- 41
- Reported value
- $123bn
- Buyers
- 25
- Sellers
- 22
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital World Investors, Hudson Bay Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Winton Group Ltd, Woodline Partners LP
Only ALGN (4)
ARK Investment Management LLC, Caxton Associates LLP, ExodusPoint Capital Management LP, Ruane Cunniff & Goldfarb LP
Only LLY (31)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, and 6 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.