Holders over time
- BMRN
- JNJ
| Quarter | BMRN | JNJ |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 12 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $3.4bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $3.0bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $3.4bn | 33 holders, $25.2bn |
| Q1 2022 | 19 holders, $3.0bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $2.9bn | 33 holders, $26.9bn |
| Q3 2022 | 25 holders, $3.1bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $4.0bn | 35 holders, $27.6bn |
| Q1 2023 | 20 holders, $3.3bn | 42 holders, $24.5bn |
| Q2 2023 | 18 holders, $2.9bn | 38 holders, $25.0bn |
| Q3 2023 | 18 holders, $2.9bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $4.1bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $3.6bn | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $3.3bn | 35 holders, $20.4bn |
| Q3 2024 | 16 holders, $3.0bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $3.3bn | 32 holders, $20.5bn |
| Q2 2025 | 16 holders, $2.5bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.3bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $2.4bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $2.6bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $2.2bn | 33 holders, $39.1bn |
Biomarin Pharmaceutical Inc
- Holders
- 15
- Reported value
- $2.6bn
- Buyers
- 14
- Sellers
- 26
Breadth -12 among 91 comparable managers.
Johnson & Johnson
- Holders
- 34
- Reported value
- $35.6bn
- Buyers
- 21
- Sellers
- 18
Breadth +3 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Walleye Capital LLC
Only BMRN (4)
Caxton Associates LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Viking Global Investors LP
Only JNJ (23)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.