Holders over time
- MDT
- LLY
| Quarter | MDT | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 33 holders, $14.1bn |
| Q4 2020 | 33 holders, $20.0bn | 29 holders, $17.3bn |
| Q1 2021 | 37 holders, $20.8bn | 24 holders, $23.0bn |
| Q2 2021 | 34 holders, $22.1bn | 24 holders, $27.8bn |
| Q3 2021 | 32 holders, $21.6bn | 31 holders, $29.9bn |
| Q4 2021 | 31 holders, $18.5bn | 31 holders, $34.7bn |
| Q1 2022 | 28 holders, $18.0bn | 24 holders, $35.3bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $42.7bn |
| Q3 2022 | 33 holders, $13.7bn | 31 holders, $43.4bn |
| Q4 2022 | 32 holders, $13.4bn | 31 holders, $46.6bn |
| Q1 2023 | 25 holders, $13.6bn | 33 holders, $44.3bn |
| Q2 2023 | 30 holders, $15.2bn | 37 holders, $59.6bn |
| Q3 2023 | 28 holders, $13.1bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $12.7bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $12.8bn | 41 holders, $95.3bn |
| Q2 2024 | 26 holders, $11.2bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $13.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $11.5bn | 46 holders, $93.9bn |
| Q1 2025 | 27 holders, $13.8bn | 42 holders, $98.4bn |
| Q2 2025 | 30 holders, $13.3bn | 43 holders, $93.2bn |
| Q3 2025 | 25 holders, $13.6bn | 39 holders, $86.7bn |
| Q4 2025 | 27 holders, $14.9bn | 41 holders, $123bn |
| Q1 2026 | 24 holders, $14.3bn | 39 holders, $106bn |
| Q2 2026 | 29 holders, $12.8bn | 44 holders, $132bn |
Medtronic PLC
- Holders
- 27
- Reported value
- $14.9bn
- Buyers
- 24
- Sellers
- 13
Breadth +11 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only MDT (4)
Baillie Gifford & Co, First Eagle Investment Management LLC, MFS Investment Management, Two Sigma Investments LP
Only LLY (18)
Brevan Howard Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp
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.