Holders over time
- LLY
- VRTX
| Quarter | LLY | VRTX |
|---|---|---|
| Q3 2020 | 33 holders, $14.1bn | 31 holders, $21.9bn |
| Q4 2020 | 29 holders, $17.3bn | 30 holders, $18.4bn |
| Q1 2021 | 24 holders, $23.0bn | 31 holders, $15.4bn |
| Q2 2021 | 24 holders, $27.8bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $29.9bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $34.7bn | 28 holders, $12.4bn |
| Q1 2022 | 24 holders, $35.3bn | 23 holders, $16.1bn |
| Q2 2022 | 33 holders, $42.7bn | 25 holders, $18.1bn |
| Q3 2022 | 31 holders, $43.4bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $46.6bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $44.3bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $59.6bn | 27 holders, $24.7bn |
| Q3 2023 | 44 holders, $67.6bn | 33 holders, $24.3bn |
| Q4 2023 | 45 holders, $73.6bn | 32 holders, $28.6bn |
| Q1 2024 | 41 holders, $95.3bn | 31 holders, $29.8bn |
| Q2 2024 | 43 holders, $110bn | 29 holders, $33.4bn |
| Q3 2024 | 45 holders, $107bn | 27 holders, $33.5bn |
| Q4 2024 | 46 holders, $93.9bn | 26 holders, $28.5bn |
| Q1 2025 | 42 holders, $98.4bn | 21 holders, $35.4bn |
| Q2 2025 | 43 holders, $93.2bn | 21 holders, $32.3bn |
| Q3 2025 | 39 holders, $86.7bn | 22 holders, $25.9bn |
| Q4 2025 | 41 holders, $123bn | 26 holders, $31.8bn |
| Q1 2026 | 39 holders, $106bn | 25 holders, $31.8bn |
| Q2 2026 | 44 holders, $132bn | 26 holders, $34.6bn |
Eli Lilly & Co
- Holders
- 39
- Reported value
- $106bn
- Buyers
- 25
- Sellers
- 25
Breadth 0 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only LLY (16)
AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only VRTX (2)
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.