Holders over time
- PFE
- JNJ
| Quarter | PFE | JNJ |
|---|---|---|
| Q3 2020 | 27 holders, $24.9bn | 30 holders, $26.2bn |
| Q4 2020 | 24 holders, $24.4bn | 32 holders, $26.6bn |
| Q1 2021 | 28 holders, $22.8bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $25.0bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $27.3bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $38.6bn | 33 holders, $25.2bn |
| Q1 2022 | 34 holders, $33.0bn | 35 holders, $28.2bn |
| Q2 2022 | 26 holders, $33.9bn | 33 holders, $26.9bn |
| Q3 2022 | 35 holders, $28.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $32.8bn | 35 holders, $27.6bn |
| Q1 2023 | 35 holders, $27.0bn | 42 holders, $24.5bn |
| Q2 2023 | 31 holders, $23.0bn | 38 holders, $25.0bn |
| Q3 2023 | 37 holders, $22.0bn | 37 holders, $18.9bn |
| Q4 2023 | 33 holders, $18.8bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $15.2bn | 32 holders, $19.7bn |
| Q2 2024 | 32 holders, $14.6bn | 35 holders, $20.4bn |
| Q3 2024 | 29 holders, $13.2bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $11.4bn | 37 holders, $20.4bn |
| Q1 2025 | 34 holders, $9.3bn | 32 holders, $20.5bn |
| Q2 2025 | 28 holders, $7.8bn | 31 holders, $18.4bn |
| Q3 2025 | 29 holders, $7.4bn | 32 holders, $23.7bn |
| Q4 2025 | 26 holders, $6.4bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $5.2bn | 33 holders, $39.1bn |
Pfizer Inc
- Holders
- 24
- Reported value
- $7.9bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 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 (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only PFE (3)
ExodusPoint Capital Management LP, Point72 Asset Management LP, Voloridge Investment Management LLC
Only JNJ (13)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Farallon Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Verition Fund Management LLC, Winton Group Ltd
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.