Holders over time
- INSM
- LLY
| Quarter | INSM | LLY |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 33 holders, $14.1bn |
| Q4 2020 | 8 holders, $1.0bn | 29 holders, $17.3bn |
| Q1 2021 | 6 holders, $816m | 24 holders, $23.0bn |
| Q2 2021 | 6 holders, $800m | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $803m | 31 holders, $29.9bn |
| Q4 2021 | 7 holders, $760m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $680m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $42.7bn |
| Q3 2022 | 10 holders, $379m | 31 holders, $43.4bn |
| Q4 2022 | 8 holders, $360m | 31 holders, $46.6bn |
| Q1 2023 | 6 holders, $282m | 33 holders, $44.3bn |
| Q2 2023 | 6 holders, $353m | 37 holders, $59.6bn |
| Q3 2023 | 7 holders, $415m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $539m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $437m | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.2bn | 43 holders, $110bn |
| Q3 2024 | 18 holders, $2.3bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.6bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $1.9bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $3.7bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $5.8bn | 39 holders, $86.7bn |
| Q4 2025 | 19 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 19 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $5.0bn | 44 holders, $132bn |
Insmed Inc
- Holders
- 19
- Reported value
- $6.6bn
- Buyers
- 14
- Sellers
- 20
Breadth -6 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 (15)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only INSM (4)
ExodusPoint Capital Management LP, Farallon Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only LLY (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 1 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.