Holders over time
- MDLN
- LLY
| Quarter | MDLN | LLY |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $14.1bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $17.3bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $23.0bn |
| Q2 2021 | none listed holders, n.a. | 24 holders, $27.8bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $29.9bn |
| Q4 2021 | none listed holders, n.a. | 31 holders, $34.7bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $35.3bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $42.7bn |
| Q3 2022 | none listed holders, n.a. | 31 holders, $43.4bn |
| Q4 2022 | none listed holders, n.a. | 31 holders, $46.6bn |
| Q1 2023 | none listed holders, n.a. | 33 holders, $44.3bn |
| Q2 2023 | none listed holders, n.a. | 37 holders, $59.6bn |
| Q3 2023 | none listed holders, n.a. | 44 holders, $67.6bn |
| Q4 2023 | none listed holders, n.a. | 45 holders, $73.6bn |
| Q1 2024 | none listed holders, n.a. | 41 holders, $95.3bn |
| Q2 2024 | none listed holders, n.a. | 43 holders, $110bn |
| Q3 2024 | none listed holders, n.a. | 45 holders, $107bn |
| Q4 2024 | none listed holders, n.a. | 46 holders, $93.9bn |
| Q1 2025 | none listed holders, n.a. | 42 holders, $98.4bn |
| Q2 2025 | none listed holders, n.a. | 43 holders, $93.2bn |
| Q3 2025 | none listed holders, n.a. | 39 holders, $86.7bn |
| Q4 2025 | 28 holders, $5.5bn | 41 holders, $123bn |
| Q1 2026 | 28 holders, $7.9bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $9.1bn | 44 holders, $132bn |
Medline Inc
- Holders
- 28
- Reported value
- $7.9bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 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 (15)
Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only MDLN (13)
Baillie Gifford & Co, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Durable Capital Partners LP, Egerton Capital UK LLP, Element Capital Management LLC, Freestone Grove Partners LP, Lone Pine Capital LLC, Maverick Capital Ltd, MFS Investment Management, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only LLY (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies 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.