Holders over time
- BMRN
- JNJ
| Quarter | BMRN | JNJ |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 12 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $3.4bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $3.0bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $3.4bn | 33 holders, $25.2bn |
| Q1 2022 | 19 holders, $3.0bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.9bn | 33 holders, $26.9bn |
| Q3 2022 | 25 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $4.0bn | 35 holders, $27.6bn |
| Q1 2023 | 20 holders, $3.3bn | 42 holders, $24.5bn |
| Q2 2023 | 18 holders, $2.9bn | 38 holders, $25.0bn |
| Q3 2023 | 18 holders, $2.9bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $4.1bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $3.6bn | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $3.3bn | 35 holders, $20.4bn |
| Q3 2024 | 16 holders, $3.0bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $3.3bn | 32 holders, $20.5bn |
| Q2 2025 | 16 holders, $2.5bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.3bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $2.4bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $2.6bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $2.2bn | 33 holders, $39.1bn |
Biomarin Pharmaceutical Inc
- Holders
- 21
- Reported value
- $2.4bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 among 92 comparable managers.
Johnson & Johnson
- Holders
- 29
- Reported value
- $27.8bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, Squarepoint Ops LLC
Only BMRN (10)
Caxton Associates LLP, ExodusPoint Capital Management LP, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd
Only JNJ (18)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
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.