Holders over time
- MRK
- LLY
| Quarter | MRK | LLY |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 33 holders, $14.1bn |
| Q4 2020 | 34 holders, $19.1bn | 29 holders, $17.3bn |
| Q1 2021 | 33 holders, $16.6bn | 24 holders, $23.0bn |
| Q2 2021 | 31 holders, $15.1bn | 24 holders, $27.8bn |
| Q3 2021 | 31 holders, $15.2bn | 31 holders, $29.9bn |
| Q4 2021 | 26 holders, $15.0bn | 31 holders, $34.7bn |
| Q1 2022 | 34 holders, $17.4bn | 24 holders, $35.3bn |
| Q2 2022 | 34 holders, $19.0bn | 33 holders, $42.7bn |
| Q3 2022 | 35 holders, $17.2bn | 31 holders, $43.4bn |
| Q4 2022 | 35 holders, $25.2bn | 31 holders, $46.6bn |
| Q1 2023 | 33 holders, $26.6bn | 33 holders, $44.3bn |
| Q2 2023 | 34 holders, $30.1bn | 37 holders, $59.6bn |
| Q3 2023 | 39 holders, $26.7bn | 44 holders, $67.6bn |
| Q4 2023 | 41 holders, $29.3bn | 45 holders, $73.6bn |
| Q1 2024 | 37 holders, $37.1bn | 41 holders, $95.3bn |
| Q2 2024 | 38 holders, $33.0bn | 43 holders, $110bn |
| Q3 2024 | 38 holders, $29.1bn | 45 holders, $107bn |
| Q4 2024 | 35 holders, $23.7bn | 46 holders, $93.9bn |
| Q1 2025 | 36 holders, $20.8bn | 42 holders, $98.4bn |
| Q2 2025 | 31 holders, $18.5bn | 43 holders, $93.2bn |
| Q3 2025 | 36 holders, $19.0bn | 39 holders, $86.7bn |
| Q4 2025 | 32 holders, $26.8bn | 41 holders, $123bn |
| Q1 2026 | 30 holders, $28.9bn | 39 holders, $106bn |
| Q2 2026 | 25 holders, $29.2bn | 44 holders, $132bn |
Merck & Co Inc
- Holders
- 30
- Reported value
- $28.9bn
- Buyers
- 13
- Sellers
- 27
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 (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only LLY (11)
ARK Investment Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management 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.