Holders over time
- DHR
- VRTX
| Quarter | DHR | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 31 holders, $21.9bn |
| Q4 2020 | 36 holders, $29.1bn | 30 holders, $18.4bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $15.4bn |
| Q2 2021 | 30 holders, $33.9bn | 30 holders, $12.7bn |
| Q3 2021 | 35 holders, $37.5bn | 35 holders, $10.1bn |
| Q4 2021 | 40 holders, $39.7bn | 28 holders, $12.4bn |
| Q1 2022 | 30 holders, $33.5bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $28.1bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $27.1bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $27.1bn | 28 holders, $18.4bn |
| Q1 2023 | 40 holders, $25.3bn | 26 holders, $21.4bn |
| Q2 2023 | 44 holders, $25.4bn | 27 holders, $24.7bn |
| Q3 2023 | 38 holders, $27.3bn | 33 holders, $24.3bn |
| Q4 2023 | 32 holders, $25.2bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $26.8bn | 31 holders, $29.8bn |
| Q2 2024 | 25 holders, $25.0bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $29.0bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $23.9bn | 26 holders, $28.5bn |
| Q1 2025 | 43 holders, $21.5bn | 21 holders, $35.4bn |
| Q2 2025 | 41 holders, $18.6bn | 21 holders, $32.3bn |
| Q3 2025 | 38 holders, $15.9bn | 22 holders, $25.9bn |
| Q4 2025 | 39 holders, $20.4bn | 26 holders, $31.8bn |
| Q1 2026 | 36 holders, $19.5bn | 25 holders, $31.8bn |
| Q2 2026 | 37 holders, $20.8bn | 26 holders, $34.6bn |
Danaher Corp Del
- Holders
- 36
- Reported value
- $19.5bn
- Buyers
- 20
- Sellers
- 30
Breadth -10 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 25
- Reported value
- $31.8bn
- Buyers
- 17
- Sellers
- 21
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (19)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only DHR (17)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Maverick Capital Ltd, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Third Point LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
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.