Holders over time
- JNJ
- LLY
| Quarter | JNJ | LLY |
|---|---|---|
| Q3 2020 | 30 holders, $26.2bn | 33 holders, $14.1bn |
| Q4 2020 | 32 holders, $26.6bn | 29 holders, $17.3bn |
| Q1 2021 | 31 holders, $25.3bn | 24 holders, $23.0bn |
| Q2 2021 | 37 holders, $25.6bn | 24 holders, $27.8bn |
| Q3 2021 | 40 holders, $24.1bn | 31 holders, $29.9bn |
| Q4 2021 | 33 holders, $25.2bn | 31 holders, $34.7bn |
| Q1 2022 | 35 holders, $28.2bn | 24 holders, $35.3bn |
| Q2 2022 | 33 holders, $26.9bn | 33 holders, $42.7bn |
| Q3 2022 | 36 holders, $25.4bn | 31 holders, $43.4bn |
| Q4 2022 | 35 holders, $27.6bn | 31 holders, $46.6bn |
| Q1 2023 | 42 holders, $24.5bn | 33 holders, $44.3bn |
| Q2 2023 | 38 holders, $25.0bn | 37 holders, $59.6bn |
| Q3 2023 | 37 holders, $18.9bn | 44 holders, $67.6bn |
| Q4 2023 | 31 holders, $19.0bn | 45 holders, $73.6bn |
| Q1 2024 | 32 holders, $19.7bn | 41 holders, $95.3bn |
| Q2 2024 | 35 holders, $20.4bn | 43 holders, $110bn |
| Q3 2024 | 28 holders, $22.3bn | 45 holders, $107bn |
| Q4 2024 | 37 holders, $20.4bn | 46 holders, $93.9bn |
| Q1 2025 | 32 holders, $20.5bn | 42 holders, $98.4bn |
| Q2 2025 | 31 holders, $18.4bn | 43 holders, $93.2bn |
| Q3 2025 | 32 holders, $23.7bn | 39 holders, $86.7bn |
| Q4 2025 | 29 holders, $27.8bn | 41 holders, $123bn |
| Q1 2026 | 34 holders, $35.6bn | 39 holders, $106bn |
| Q2 2026 | 33 holders, $39.1bn | 44 holders, $132bn |
Johnson & Johnson
- Holders
- 34
- Reported value
- $35.6bn
- Buyers
- 21
- Sellers
- 18
Breadth +3 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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only JNJ (8)
Balyasny Asset Management LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, Markel Group Inc, MFS Investment Management, Rokos Capital Management LLP, Verition Fund Management LLC, Winton Group Ltd
Only LLY (13)
ARK Investment Management LLC, Artisan Partners LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Harris Associates LP, Holocene Advisors LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management 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.