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PODD · LLY in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PODDLLY
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PODD
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterPODDLLY
Q3 202017 holders, $6.7bn33 holders, $14.1bn
Q4 202020 holders, $7.2bn29 holders, $17.3bn
Q1 202117 holders, $7.8bn24 holders, $23.0bn
Q2 202114 holders, $8.6bn24 holders, $27.8bn
Q3 202114 holders, $9.1bn31 holders, $29.9bn
Q4 202114 holders, $8.7bn31 holders, $34.7bn
Q1 202214 holders, $8.4bn24 holders, $35.3bn
Q2 202213 holders, $7.1bn33 holders, $42.7bn
Q3 202215 holders, $7.5bn31 holders, $43.4bn
Q4 202216 holders, $9.5bn31 holders, $46.6bn
Q1 202317 holders, $9.2bn33 holders, $44.3bn
Q2 202315 holders, $7.7bn37 holders, $59.6bn
Q3 202320 holders, $4.0bn44 holders, $67.6bn
Q4 202315 holders, $5.4bn45 holders, $73.6bn
Q1 202418 holders, $3.5bn41 holders, $95.3bn
Q2 202422 holders, $4.1bn43 holders, $110bn
Q3 202413 holders, $4.8bn45 holders, $107bn
Q4 202415 holders, $5.6bn46 holders, $93.9bn
Q1 202516 holders, $5.3bn42 holders, $98.4bn
Q2 202521 holders, $6.2bn43 holders, $93.2bn
Q3 202521 holders, $5.6bn39 holders, $86.7bn
Q4 202521 holders, $5.1bn41 holders, $123bn
Q1 202620 holders, $3.1bn39 holders, $106bn
Q2 202618 holders, $1.7bn44 holders, $132bn
PODD

Insulet Corp

Holders
20
Reported value
$3.1bn
Buyers
25
Sellers
14

Breadth +11 among 91 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
LLY

Eli Lilly & Co

Holders
39
Reported value
$106bn
Buyers
25
Sellers
25

Breadth 0 among 91 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q1 2026

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PODD (3)

Baillie Gifford & Co, Freestone Grove Partners LP, Quantbot Technologies LP

Only LLY (22)

AllianceBernstein LP, ARK Investment Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

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.

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