Holders over time
- WST
- JNJ
| Quarter | WST | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $3.8bn | 30 holders, $26.2bn |
| Q4 2020 | 18 holders, $3.9bn | 32 holders, $26.6bn |
| Q1 2021 | 15 holders, $3.6bn | 31 holders, $25.3bn |
| Q2 2021 | 16 holders, $4.9bn | 37 holders, $25.6bn |
| Q3 2021 | 21 holders, $5.9bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $6.8bn | 33 holders, $25.2bn |
| Q1 2022 | 20 holders, $6.3bn | 35 holders, $28.2bn |
| Q2 2022 | 19 holders, $4.4bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $2.9bn | 36 holders, $25.4bn |
| Q4 2022 | 20 holders, $2.2bn | 35 holders, $27.6bn |
| Q1 2023 | 19 holders, $3.9bn | 42 holders, $24.5bn |
| Q2 2023 | 19 holders, $4.1bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $4.3bn | 37 holders, $18.9bn |
| Q4 2023 | 16 holders, $3.5bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $4.1bn | 32 holders, $19.7bn |
| Q2 2024 | 14 holders, $3.2bn | 35 holders, $20.4bn |
| Q3 2024 | 14 holders, $2.9bn | 28 holders, $22.3bn |
| Q4 2024 | 17 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 12 holders, $1.4bn | 32 holders, $20.5bn |
| Q2 2025 | 13 holders, $1.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $2.1bn | 32 holders, $23.7bn |
| Q4 2025 | 16 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 12 holders, $1.3bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $3.1bn | 33 holders, $39.1bn |
West Pharmaceutical SVSC Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 25
- Sellers
- 14
Breadth +11 among 92 comparable managers.
Johnson & Johnson
- Holders
- 29
- Reported value
- $27.8bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (5)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Neuberger Berman Group LLC
Only WST (11)
Artisan Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC
Only JNJ (24)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners 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.