Holders over time
- BBIO
- LLY
| Quarter | BBIO | LLY |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 33 holders, $14.1bn |
| Q4 2020 | 5 holders, $2.0bn | 29 holders, $17.3bn |
| Q1 2021 | 5 holders, $1.9bn | 24 holders, $23.0bn |
| Q2 2021 | 5 holders, $1.8bn | 24 holders, $27.8bn |
| Q3 2021 | 4 holders, $1.4bn | 31 holders, $29.9bn |
| Q4 2021 | 2 holders, $452m | 31 holders, $34.7bn |
| Q1 2022 | 2 holders, $276m | 24 holders, $35.3bn |
| Q2 2022 | 2 holders, $246m | 33 holders, $42.7bn |
| Q3 2022 | 3 holders, $271m | 31 holders, $43.4bn |
| Q4 2022 | 2 holders, $204m | 31 holders, $46.6bn |
| Q1 2023 | 4 holders, $477m | 33 holders, $44.3bn |
| Q2 2023 | 2 holders, $463m | 37 holders, $59.6bn |
| Q3 2023 | 9 holders, $898m | 44 holders, $67.6bn |
| Q4 2023 | 9 holders, $1.3bn | 45 holders, $73.6bn |
| Q1 2024 | 7 holders, $1.1bn | 41 holders, $95.3bn |
| Q2 2024 | 4 holders, $826m | 43 holders, $110bn |
| Q3 2024 | 8 holders, $927m | 45 holders, $107bn |
| Q4 2024 | 7 holders, $1.2bn | 46 holders, $93.9bn |
| Q1 2025 | 9 holders, $1.6bn | 42 holders, $98.4bn |
| Q2 2025 | 15 holders, $2.3bn | 43 holders, $93.2bn |
| Q3 2025 | 14 holders, $2.3bn | 39 holders, $86.7bn |
| Q4 2025 | 18 holders, $4.3bn | 41 holders, $123bn |
| Q1 2026 | 20 holders, $4.4bn | 39 holders, $106bn |
| Q2 2026 | 18 holders, $4.5bn | 44 holders, $132bn |
Bridgebio Pharma Inc
- Holders
- 18
- Reported value
- $4.3bn
- Buyers
- 22
- Sellers
- 12
Breadth +10 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 (12)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Polen Capital Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only BBIO (6)
ExodusPoint Capital Management LP, Farallon Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only LLY (29)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, 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.