Holders over time
- BIIB
- GILD
| Quarter | BIIB | GILD |
|---|---|---|
| Q3 2020 | 25 holders, $5.1bn | 25 holders, $14.2bn |
| Q4 2020 | 22 holders, $4.6bn | 27 holders, $13.4bn |
| Q1 2021 | 18 holders, $4.7bn | 24 holders, $14.5bn |
| Q2 2021 | 25 holders, $5.4bn | 18 holders, $14.9bn |
| Q3 2021 | 23 holders, $3.3bn | 20 holders, $16.4bn |
| Q4 2021 | 25 holders, $3.7bn | 20 holders, $16.8bn |
| Q1 2022 | 29 holders, $3.7bn | 28 holders, $13.2bn |
| Q2 2022 | 25 holders, $3.4bn | 26 holders, $13.6bn |
| Q3 2022 | 33 holders, $5.2bn | 24 holders, $13.3bn |
| Q4 2022 | 28 holders, $5.0bn | 32 holders, $21.1bn |
| Q1 2023 | 30 holders, $5.1bn | 27 holders, $21.8bn |
| Q2 2023 | 23 holders, $4.4bn | 24 holders, $20.7bn |
| Q3 2023 | 21 holders, $2.9bn | 24 holders, $20.0bn |
| Q4 2023 | 17 holders, $2.8bn | 22 holders, $21.5bn |
| Q1 2024 | 16 holders, $2.5bn | 30 holders, $20.3bn |
| Q2 2024 | 14 holders, $2.5bn | 28 holders, $18.5bn |
| Q3 2024 | 17 holders, $2.6bn | 29 holders, $24.2bn |
| Q4 2024 | 20 holders, $2.6bn | 28 holders, $25.9bn |
| Q1 2025 | 22 holders, $2.4bn | 33 holders, $32.0bn |
| Q2 2025 | 20 holders, $2.5bn | 27 holders, $30.9bn |
| Q3 2025 | 21 holders, $2.8bn | 23 holders, $29.4bn |
| Q4 2025 | 20 holders, $3.9bn | 25 holders, $34.3bn |
| Q1 2026 | 16 holders, $3.9bn | 25 holders, $38.5bn |
| Q2 2026 | 12 holders, $5.8bn | 26 holders, $34.2bn |
Biogen Inc
- Holders
- 16
- Reported value
- $3.9bn
- Buyers
- 13
- Sellers
- 22
Breadth -9 among 91 comparable managers.
Gilead Sciences Inc
- Holders
- 25
- Reported value
- $38.5bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 91 comparable managers.
Who holds both, Q1 2026
Both (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, Wellington Management Group LLP, Woodline Partners LP
Only BIIB (6)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Glenview Capital Management LLC, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only GILD (15)
AllianceBernstein LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC
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.