Holders over time
- BMY
- JNJ
| Quarter | BMY | JNJ |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $16.4bn | 32 holders, $26.6bn |
| Q1 2021 | 31 holders, $15.2bn | 31 holders, $25.3bn |
| Q2 2021 | 27 holders, $16.3bn | 37 holders, $25.6bn |
| Q3 2021 | 30 holders, $14.2bn | 40 holders, $24.1bn |
| Q4 2021 | 28 holders, $12.9bn | 33 holders, $25.2bn |
| Q1 2022 | 28 holders, $15.2bn | 35 holders, $28.2bn |
| Q2 2022 | 31 holders, $14.8bn | 33 holders, $26.9bn |
| Q3 2022 | 27 holders, $12.2bn | 36 holders, $25.4bn |
| Q4 2022 | 33 holders, $10.0bn | 35 holders, $27.6bn |
| Q1 2023 | 29 holders, $8.4bn | 42 holders, $24.5bn |
| Q2 2023 | 29 holders, $7.9bn | 38 holders, $25.0bn |
| Q3 2023 | 32 holders, $7.5bn | 37 holders, $18.9bn |
| Q4 2023 | 30 holders, $7.2bn | 31 holders, $19.0bn |
| Q1 2024 | 20 holders, $6.6bn | 32 holders, $19.7bn |
| Q2 2024 | 26 holders, $6.4bn | 35 holders, $20.4bn |
| Q3 2024 | 31 holders, $7.9bn | 28 holders, $22.3bn |
| Q4 2024 | 27 holders, $6.6bn | 37 holders, $20.4bn |
| Q1 2025 | 20 holders, $6.6bn | 32 holders, $20.5bn |
| Q2 2025 | 22 holders, $5.6bn | 31 holders, $18.4bn |
| Q3 2025 | 28 holders, $5.4bn | 32 holders, $23.7bn |
| Q4 2025 | 25 holders, $7.7bn | 29 holders, $27.8bn |
| Q1 2026 | 27 holders, $8.3bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $8.2bn | 33 holders, $39.1bn |
Bristol-myers Squibb Co
- Holders
- 25
- Reported value
- $7.7bn
- Buyers
- 13
- Sellers
- 27
Breadth -14 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 (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BMY (8)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Winton Group Ltd
Only JNJ (12)
Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC
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.