Holders over time
- MRK
- LLY
| Quarter | MRK | LLY |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 33 holders, $14.1bn |
| Q4 2020 | 34 holders, $19.1bn | 29 holders, $17.3bn |
| Q1 2021 | 33 holders, $16.6bn | 24 holders, $23.0bn |
| Q2 2021 | 31 holders, $15.1bn | 24 holders, $27.8bn |
| Q3 2021 | 31 holders, $15.2bn | 31 holders, $29.9bn |
| Q4 2021 | 26 holders, $15.0bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $17.4bn | 24 holders, $35.3bn |
| Q2 2022 | 34 holders, $19.0bn | 33 holders, $42.7bn |
| Q3 2022 | 35 holders, $17.2bn | 31 holders, $43.4bn |
| Q4 2022 | 35 holders, $25.2bn | 31 holders, $46.6bn |
| Q1 2023 | 33 holders, $26.6bn | 33 holders, $44.3bn |
| Q2 2023 | 34 holders, $30.1bn | 37 holders, $59.6bn |
| Q3 2023 | 39 holders, $26.7bn | 44 holders, $67.6bn |
| Q4 2023 | 41 holders, $29.3bn | 45 holders, $73.6bn |
| Q1 2024 | 37 holders, $37.1bn | 41 holders, $95.3bn |
| Q2 2024 | 38 holders, $33.0bn | 43 holders, $110bn |
| Q3 2024 | 38 holders, $29.1bn | 45 holders, $107bn |
| Q4 2024 | 35 holders, $23.7bn | 46 holders, $93.9bn |
| Q1 2025 | 36 holders, $20.8bn | 42 holders, $98.4bn |
| Q2 2025 | 31 holders, $18.5bn | 43 holders, $93.2bn |
| Q3 2025 | 36 holders, $19.0bn | 39 holders, $86.7bn |
| Q4 2025 | 32 holders, $26.8bn | 41 holders, $123bn |
| Q1 2026 | 30 holders, $28.9bn | 39 holders, $106bn |
| Q2 2026 | 25 holders, $29.2bn | 44 holders, $132bn |
Merck & Co Inc
- Holders
- 32
- Reported value
- $26.8bn
- Buyers
- 25
- Sellers
- 19
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 (27)
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, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MRK (5)
Caxton Associates LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, MFS Investment Management, Schonfeld Strategic Advisors LLC
Only LLY (14)
Capital World Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, Winton Group Ltd
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.