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BBIO · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BBIO
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterBBIOJNJ
Q3 20204 holders, $1.1bn30 holders, $26.2bn
Q4 20205 holders, $2.0bn32 holders, $26.6bn
Q1 20215 holders, $1.9bn31 holders, $25.3bn
Q2 20215 holders, $1.8bn37 holders, $25.6bn
Q3 20214 holders, $1.4bn40 holders, $24.1bn
Q4 20212 holders, $452m33 holders, $25.2bn
Q1 20222 holders, $276m35 holders, $28.2bn
Q2 20222 holders, $246m33 holders, $26.9bn
Q3 20223 holders, $271m36 holders, $25.4bn
Q4 20222 holders, $204m35 holders, $27.6bn
Q1 20234 holders, $477m42 holders, $24.5bn
Q2 20232 holders, $463m38 holders, $25.0bn
Q3 20239 holders, $898m37 holders, $18.9bn
Q4 20239 holders, $1.3bn31 holders, $19.0bn
Q1 20247 holders, $1.1bn32 holders, $19.7bn
Q2 20244 holders, $826m35 holders, $20.4bn
Q3 20248 holders, $927m28 holders, $22.3bn
Q4 20247 holders, $1.2bn37 holders, $20.4bn
Q1 20259 holders, $1.6bn32 holders, $20.5bn
Q2 202515 holders, $2.3bn31 holders, $18.4bn
Q3 202514 holders, $2.3bn32 holders, $23.7bn
Q4 202518 holders, $4.3bn29 holders, $27.8bn
Q1 202620 holders, $4.4bn34 holders, $35.6bn
Q2 202618 holders, $4.5bn33 holders, $39.1bn
BBIO

Bridgebio Pharma Inc

Holders
18
Reported value
$4.3bn
Buyers
22
Sellers
12

Breadth +10 among 92 comparable managers.

JNJ

Johnson & Johnson

Holders
29
Reported value
$27.8bn
Buyers
13
Sellers
26

Breadth -13 among 92 comparable managers.

Who holds both, Q4 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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