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INSM · LLY 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.

INSMLLY
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • INSM
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterINSMLLY
Q3 20209 holders, $1.2bn33 holders, $14.1bn
Q4 20208 holders, $1.0bn29 holders, $17.3bn
Q1 20216 holders, $816m24 holders, $23.0bn
Q2 20216 holders, $800m24 holders, $27.8bn
Q3 20217 holders, $803m31 holders, $29.9bn
Q4 20217 holders, $760m31 holders, $34.7bn
Q1 20228 holders, $680m24 holders, $35.3bn
Q2 20227 holders, $566m33 holders, $42.7bn
Q3 202210 holders, $379m31 holders, $43.4bn
Q4 20228 holders, $360m31 holders, $46.6bn
Q1 20236 holders, $282m33 holders, $44.3bn
Q2 20236 holders, $353m37 holders, $59.6bn
Q3 20237 holders, $415m44 holders, $67.6bn
Q4 20238 holders, $539m45 holders, $73.6bn
Q1 20248 holders, $437m41 holders, $95.3bn
Q2 202416 holders, $2.2bn43 holders, $110bn
Q3 202418 holders, $2.3bn45 holders, $107bn
Q4 202414 holders, $1.6bn46 holders, $93.9bn
Q1 202514 holders, $1.9bn42 holders, $98.4bn
Q2 202523 holders, $3.7bn43 holders, $93.2bn
Q3 202520 holders, $5.8bn39 holders, $86.7bn
Q4 202519 holders, $6.6bn41 holders, $123bn
Q1 202619 holders, $7.0bn39 holders, $106bn
Q2 202621 holders, $5.0bn44 holders, $132bn
INSM

Insmed Inc

Holders
19
Reported value
$7.0bn
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations
LLY

Eli Lilly & Co

Holders
39
Reported value
$106bn
Buyers
25
Sellers
25

Breadth 0 among 91 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only INSM (1)

Balyasny Asset Management LLC

Only LLY (21)

Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP

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 →