Holders over time
- DHR
- LLY
| Quarter | DHR | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 33 holders, $14.1bn |
| Q4 2020 | 36 holders, $29.1bn | 29 holders, $17.3bn |
| Q1 2021 | 39 holders, $29.4bn | 24 holders, $23.0bn |
| Q2 2021 | 30 holders, $33.9bn | 24 holders, $27.8bn |
| Q3 2021 | 35 holders, $37.5bn | 31 holders, $29.9bn |
| Q4 2021 | 40 holders, $39.7bn | 31 holders, $34.7bn |
| Q1 2022 | 30 holders, $33.5bn | 24 holders, $35.3bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $27.1bn | 31 holders, $43.4bn |
| Q4 2022 | 31 holders, $27.1bn | 31 holders, $46.6bn |
| Q1 2023 | 40 holders, $25.3bn | 33 holders, $44.3bn |
| Q2 2023 | 44 holders, $25.4bn | 37 holders, $59.6bn |
| Q3 2023 | 38 holders, $27.3bn | 44 holders, $67.6bn |
| Q4 2023 | 32 holders, $25.2bn | 45 holders, $73.6bn |
| Q1 2024 | 33 holders, $26.8bn | 41 holders, $95.3bn |
| Q2 2024 | 25 holders, $25.0bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $29.0bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $23.9bn | 46 holders, $93.9bn |
| Q1 2025 | 43 holders, $21.5bn | 42 holders, $98.4bn |
| Q2 2025 | 41 holders, $18.6bn | 43 holders, $93.2bn |
| Q3 2025 | 38 holders, $15.9bn | 39 holders, $86.7bn |
| Q4 2025 | 39 holders, $20.4bn | 41 holders, $123bn |
| Q1 2026 | 36 holders, $19.5bn | 39 holders, $106bn |
| Q2 2026 | 37 holders, $20.8bn | 44 holders, $132bn |
Danaher Corp Del
- Holders
- 36
- Reported value
- $19.5bn
- Buyers
- 20
- Sellers
- 30
Breadth -10 among 91 comparable managers.
Eli Lilly & Co
- Holders
- 39
- Reported value
- $106bn
- Buyers
- 25
- Sellers
- 25
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (27)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only DHR (9)
Balyasny Asset Management LLC, D1 Capital Partners LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, Third Point LLC, Winton Group Ltd
Only LLY (12)
Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Capital World Investors, GAMCO Investors Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund 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.