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NAMS · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NAMSJNJ
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NAMS
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterNAMSJNJ
Q3 2020none listed holders, n.a.30 holders, $26.2bn
Q4 2020none listed holders, n.a.32 holders, $26.6bn
Q1 2021none listed holders, n.a.31 holders, $25.3bn
Q2 2021none listed holders, n.a.37 holders, $25.6bn
Q3 2021none listed holders, n.a.40 holders, $24.1bn
Q4 2021none listed holders, n.a.33 holders, $25.2bn
Q1 2022none listed holders, n.a.35 holders, $28.2bn
Q2 2022none listed holders, n.a.33 holders, $26.9bn
Q3 2022none listed holders, n.a.36 holders, $25.4bn
Q4 20221 holders, $39m35 holders, $27.6bn
Q1 20231 holders, $53m42 holders, $24.5bn
Q2 20231 holders, $78m38 holders, $25.0bn
Q3 20231 holders, $74m37 holders, $18.9bn
Q4 20231 holders, $90m31 holders, $19.0bn
Q1 20241 holders, $190m32 holders, $19.7bn
Q2 20242 holders, $163m35 holders, $20.4bn
Q3 20242 holders, $153m28 holders, $22.3bn
Q4 20245 holders, $322m37 holders, $20.4bn
Q1 20255 holders, $391m32 holders, $20.5bn
Q2 20255 holders, $376m31 holders, $18.4bn
Q3 20255 holders, $599m32 holders, $23.7bn
Q4 20258 holders, $851m29 holders, $27.8bn
Q1 20266 holders, $820m34 holders, $35.6bn
Q2 20266 holders, $790m33 holders, $39.1bn
NAMS

Newamsterdam Pharma Company

Holders
8
Reported value
$851m
Buyers
17
Sellers
5

Breadth +12 among 92 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations
JNJ

Johnson & Johnson

Holders
29
Reported value
$27.8bn
Buyers
13
Sellers
26

Breadth -13 among 92 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q4 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NAMS (4)

Maverick Capital Ltd, Polen Capital Management LLC, Viking Global Investors LP, Winton Group Ltd

Only JNJ (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP

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.

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