Holders over time
- MDLN
- JNJ
| Quarter | MDLN | JNJ |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $26.2bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $26.6bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $25.3bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $25.6bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $24.1bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $28.2bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $26.9bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $25.4bn |
| Q4 2022 | none listed holders, n.a. | 35 holders, $27.6bn |
| Q1 2023 | none listed holders, n.a. | 42 holders, $24.5bn |
| Q2 2023 | none listed holders, n.a. | 38 holders, $25.0bn |
| Q3 2023 | none listed holders, n.a. | 37 holders, $18.9bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $19.0bn |
| Q1 2024 | none listed holders, n.a. | 32 holders, $19.7bn |
| Q2 2024 | none listed holders, n.a. | 35 holders, $20.4bn |
| Q3 2024 | none listed holders, n.a. | 28 holders, $22.3bn |
| Q4 2024 | none listed holders, n.a. | 37 holders, $20.4bn |
| Q1 2025 | none listed holders, n.a. | 32 holders, $20.5bn |
| Q2 2025 | none listed holders, n.a. | 31 holders, $18.4bn |
| Q3 2025 | none listed holders, n.a. | 32 holders, $23.7bn |
| Q4 2025 | 28 holders, $5.5bn | 29 holders, $27.8bn |
| Q1 2026 | 28 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 21 holders, $9.1bn | 33 holders, $39.1bn |
- Holders
- 28
- Reported value
- $5.5bn
- Buyers
- 39
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Johnson & Johnson
- Holders
- 29
- Reported value
- $27.8bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (10)
Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only MDLN (18)
Artisan Partners LP, Baillie Gifford & Co, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Durable Capital Partners LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC
Only JNJ (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Two Sigma Advisers LP, Wellington Management Group LLP
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.