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COGT · 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.
  • COGT
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterCOGTJNJ
Q3 2020none listed holders, n.a.30 holders, $26.2bn
Q4 20202 holders, $8.0m32 holders, $26.6bn
Q1 20212 holders, $6.4m31 holders, $25.3bn
Q2 20212 holders, $17m37 holders, $25.6bn
Q3 20211 holders, $5.0m40 holders, $24.1bn
Q4 20211 holders, $5.1m33 holders, $25.2bn
Q1 20221 holders, $6.4m35 holders, $28.2bn
Q2 20221 holders, $9.0m33 holders, $26.9bn
Q3 20221 holders, $3.7m36 holders, $25.4bn
Q4 20223 holders, $11m35 holders, $27.6bn
Q1 20234 holders, $63m42 holders, $24.5bn
Q2 20233 holders, $93m38 holders, $25.0bn
Q3 20234 holders, $59m37 holders, $18.9bn
Q4 20233 holders, $35m31 holders, $19.0bn
Q1 20243 holders, $53m32 holders, $19.7bn
Q2 20244 holders, $97m35 holders, $20.4bn
Q3 20244 holders, $120m28 holders, $22.3bn
Q4 20244 holders, $47m37 holders, $20.4bn
Q1 20253 holders, $42m32 holders, $20.5bn
Q2 20253 holders, $43m31 holders, $18.4bn
Q3 20254 holders, $92m32 holders, $23.7bn
Q4 20259 holders, $1.3bn29 holders, $27.8bn
Q1 202611 holders, $1.6bn34 holders, $35.6bn
Q2 20267 holders, $1.6bn33 holders, $39.1bn
COGT

Cogent Biosciences Inc

Holders
9
Reported value
$1.3bn
Buyers
24
Sellers
5

Breadth +19 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 33 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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