Holders over time
- BMY
- LLY
| Quarter | BMY | LLY |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 33 holders, $14.1bn |
| Q4 2020 | 28 holders, $16.4bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $15.2bn | 24 holders, $23.0bn |
| Q2 2021 | 27 holders, $16.3bn | 24 holders, $27.8bn |
| Q3 2021 | 30 holders, $14.2bn | 31 holders, $29.9bn |
| Q4 2021 | 28 holders, $12.9bn | 31 holders, $34.7bn |
| Q1 2022 | 28 holders, $15.2bn | 24 holders, $35.3bn |
| Q2 2022 | 31 holders, $14.8bn | 33 holders, $42.7bn |
| Q3 2022 | 27 holders, $12.2bn | 31 holders, $43.4bn |
| Q4 2022 | 33 holders, $10.0bn | 31 holders, $46.6bn |
| Q1 2023 | 29 holders, $8.4bn | 33 holders, $44.3bn |
| Q2 2023 | 29 holders, $7.9bn | 37 holders, $59.6bn |
| Q3 2023 | 32 holders, $7.5bn | 44 holders, $67.6bn |
| Q4 2023 | 30 holders, $7.2bn | 45 holders, $73.6bn |
| Q1 2024 | 20 holders, $6.6bn | 41 holders, $95.3bn |
| Q2 2024 | 26 holders, $6.4bn | 43 holders, $110bn |
| Q3 2024 | 31 holders, $7.9bn | 45 holders, $107bn |
| Q4 2024 | 27 holders, $6.6bn | 46 holders, $93.9bn |
| Q1 2025 | 20 holders, $6.6bn | 42 holders, $98.4bn |
| Q2 2025 | 22 holders, $5.6bn | 43 holders, $93.2bn |
| Q3 2025 | 28 holders, $5.4bn | 39 holders, $86.7bn |
| Q4 2025 | 25 holders, $7.7bn | 41 holders, $123bn |
| Q1 2026 | 27 holders, $8.3bn | 39 holders, $106bn |
| Q2 2026 | 22 holders, $8.2bn | 44 holders, $132bn |
Bristol-myers Squibb Co
- Holders
- 25
- Reported value
- $7.7bn
- Buyers
- 13
- Sellers
- 27
Breadth -14 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 (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, 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, Point72 Asset Management LP, Renaissance Technologies LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BMY (4)
ExodusPoint Capital Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only LLY (20)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital 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.