Holders over time
- MDLN
- JNJ
| Quarter | MDLN | JNJ |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $26.2bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $26.6bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $25.3bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $25.6bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $24.1bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $28.2bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $26.9bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $25.4bn |
| Q4 2022 | none listed holders, n.a. | 35 holders, $27.6bn |
| Q1 2023 | none listed holders, n.a. | 42 holders, $24.5bn |
| Q2 2023 | none listed holders, n.a. | 38 holders, $25.0bn |
| Q3 2023 | none listed holders, n.a. | 37 holders, $18.9bn |
| Q4 2023 | none listed holders, n.a. | 31 holders, $19.0bn |
| Q1 2024 | none listed holders, n.a. | 32 holders, $19.7bn |
| Q2 2024 | none listed holders, n.a. | 35 holders, $20.4bn |
| Q3 2024 | none listed holders, n.a. | 28 holders, $22.3bn |
| Q4 2024 | none listed holders, n.a. | 37 holders, $20.4bn |
| Q1 2025 | none listed holders, n.a. | 32 holders, $20.5bn |
| Q2 2025 | none listed holders, n.a. | 31 holders, $18.4bn |
| Q3 2025 | none listed holders, n.a. | 32 holders, $23.7bn |
| Q4 2025 | 28 holders, $5.5bn | 29 holders, $27.8bn |
| Q1 2026 | 28 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 21 holders, $9.1bn | 33 holders, $39.1bn |
Medline Inc
- Holders
- 28
- Reported value
- $7.9bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 among 91 comparable managers.
Johnson & Johnson
- Holders
- 34
- Reported value
- $35.6bn
- Buyers
- 21
- Sellers
- 18
Breadth +3 among 91 comparable managers.
Who holds both, Q1 2026
Both (14)
Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
Only MDLN (14)
Artisan Partners LP, Baillie Gifford & Co, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Durable Capital Partners LP, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP
Only JNJ (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops 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.