L3VLUP

ERAS · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ERAS
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterERASJNJ
Q3 2020none listed holders, n.a.30 holders, $26.2bn
Q4 2020none listed holders, n.a.32 holders, $26.6bn
Q1 2021none listed holders, n.a.31 holders, $25.3bn
Q2 2021none listed holders, n.a.37 holders, $25.6bn
Q3 20211 holders, $8.7m40 holders, $24.1bn
Q4 20211 holders, $6.4m33 holders, $25.2bn
Q1 20221 holders, $3.9m35 holders, $28.2bn
Q2 20221 holders, $2.0m33 holders, $26.9bn
Q3 2022none listed holders, n.a.36 holders, $25.4bn
Q4 20221 holders, $430k35 holders, $27.6bn
Q1 20231 holders, $496k42 holders, $24.5bn
Q2 20231 holders, $262k38 holders, $25.0bn
Q3 2023none listed holders, n.a.37 holders, $18.9bn
Q4 20231 holders, $2.0m31 holders, $19.0bn
Q1 20241 holders, $1.8m32 holders, $19.7bn
Q2 20241 holders, $9.8m35 holders, $20.4bn
Q3 20241 holders, $11m28 holders, $22.3bn
Q4 20241 holders, $10m37 holders, $20.4bn
Q1 20251 holders, $5.7m32 holders, $20.5bn
Q2 2025none listed holders, n.a.31 holders, $18.4bn
Q3 2025none listed holders, n.a.32 holders, $23.7bn
Q4 20251 holders, $5.5m29 holders, $27.8bn
Q1 20266 holders, $211m34 holders, $35.6bn
Q2 20261 holders, $52m33 holders, $39.1bn
ERAS

Erasca Inc

Holders
6
Reported value
$211m
Buyers
21
Sellers
10

Breadth +11 among 91 comparable managers.

JNJ

Johnson & Johnson

Holders
34
Reported value
$35.6bn
Buyers
21
Sellers
18

Breadth +3 among 91 comparable managers.

Who holds both, Q1 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →