Holders over time
- LNTH
- LLY
| Quarter | LNTH | LLY |
|---|---|---|
| Q3 2020 | 1 holders, $34m | 33 holders, $14.1bn |
| Q4 2020 | 1 holders, $36m | 29 holders, $17.3bn |
| Q1 2021 | 2 holders, $71m | 24 holders, $23.0bn |
| Q2 2021 | 3 holders, $71m | 24 holders, $27.8bn |
| Q3 2021 | 2 holders, $57m | 31 holders, $29.9bn |
| Q4 2021 | 2 holders, $64m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $299m | 24 holders, $35.3bn |
| Q2 2022 | 9 holders, $313m | 33 holders, $42.7bn |
| Q3 2022 | 9 holders, $357m | 31 holders, $43.4bn |
| Q4 2022 | 12 holders, $312m | 31 holders, $46.6bn |
| Q1 2023 | 16 holders, $723m | 33 holders, $44.3bn |
| Q2 2023 | 18 holders, $897m | 37 holders, $59.6bn |
| Q3 2023 | 9 holders, $628m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $470m | 45 holders, $73.6bn |
| Q1 2024 | 9 holders, $431m | 41 holders, $95.3bn |
| Q2 2024 | 8 holders, $577m | 43 holders, $110bn |
| Q3 2024 | 7 holders, $830m | 45 holders, $107bn |
| Q4 2024 | 7 holders, $1.1bn | 46 holders, $93.9bn |
| Q1 2025 | 5 holders, $1.3bn | 42 holders, $98.4bn |
| Q2 2025 | 9 holders, $1.4bn | 43 holders, $93.2bn |
| Q3 2025 | 8 holders, $572m | 39 holders, $86.7bn |
| Q4 2025 | 6 holders, $862m | 41 holders, $123bn |
| Q1 2026 | 6 holders, $963m | 39 holders, $106bn |
| Q2 2026 | 10 holders, $1.6bn | 44 holders, $132bn |
Lantheus HLDGS Inc
- Holders
- 6
- Reported value
- $862m
- Buyers
- 13
- Sellers
- 20
Breadth -7 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 (5)
Bridgewater Associates LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Moore Capital Management LP, Point72 Asset Management LP
Only LNTH (1)
Only LLY (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 11 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.