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JNJ · VRTX 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.
  • JNJ
  • VRTX
0204060202120222023202420252026
Holders and value by quarter
QuarterJNJVRTX
Q3 202030 holders, $26.2bn31 holders, $21.9bn
Q4 202032 holders, $26.6bn30 holders, $18.4bn
Q1 202131 holders, $25.3bn31 holders, $15.4bn
Q2 202137 holders, $25.6bn30 holders, $12.7bn
Q3 202140 holders, $24.1bn35 holders, $10.1bn
Q4 202133 holders, $25.2bn28 holders, $12.4bn
Q1 202235 holders, $28.2bn23 holders, $16.1bn
Q2 202233 holders, $26.9bn25 holders, $18.1bn
Q3 202236 holders, $25.4bn22 holders, $18.4bn
Q4 202235 holders, $27.6bn28 holders, $18.4bn
Q1 202342 holders, $24.5bn26 holders, $21.4bn
Q2 202338 holders, $25.0bn27 holders, $24.7bn
Q3 202337 holders, $18.9bn33 holders, $24.3bn
Q4 202331 holders, $19.0bn32 holders, $28.6bn
Q1 202432 holders, $19.7bn31 holders, $29.8bn
Q2 202435 holders, $20.4bn29 holders, $33.4bn
Q3 202428 holders, $22.3bn27 holders, $33.5bn
Q4 202437 holders, $20.4bn26 holders, $28.5bn
Q1 202532 holders, $20.5bn21 holders, $35.4bn
Q2 202531 holders, $18.4bn21 holders, $32.3bn
Q3 202532 holders, $23.7bn22 holders, $25.9bn
Q4 202529 holders, $27.8bn26 holders, $31.8bn
Q1 202634 holders, $35.6bn25 holders, $31.8bn
Q2 202633 holders, $39.1bn26 holders, $34.6bn
JNJ

Johnson & Johnson

Holders
34
Reported value
$35.6bn
Buyers
21
Sellers
18

Breadth +3 among 91 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
25
Reported value
$31.8bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

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.

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.

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