Holders over time
- ABBV
- LLY
| Quarter | ABBV | LLY |
|---|---|---|
| Q3 2020 | 31 holders, $16.4bn | 33 holders, $14.1bn |
| Q4 2020 | 27 holders, $18.4bn | 29 holders, $17.3bn |
| Q1 2021 | 26 holders, $16.6bn | 24 holders, $23.0bn |
| Q2 2021 | 29 holders, $16.0bn | 24 holders, $27.8bn |
| Q3 2021 | 26 holders, $12.8bn | 31 holders, $29.9bn |
| Q4 2021 | 29 holders, $15.3bn | 31 holders, $34.7bn |
| Q1 2022 | 25 holders, $18.8bn | 24 holders, $35.3bn |
| Q2 2022 | 22 holders, $17.4bn | 33 holders, $42.7bn |
| Q3 2022 | 27 holders, $15.4bn | 31 holders, $43.4bn |
| Q4 2022 | 25 holders, $17.8bn | 31 holders, $46.6bn |
| Q1 2023 | 29 holders, $17.0bn | 33 holders, $44.3bn |
| Q2 2023 | 32 holders, $13.2bn | 37 holders, $59.6bn |
| Q3 2023 | 37 holders, $15.9bn | 44 holders, $67.6bn |
| Q4 2023 | 35 holders, $15.5bn | 45 holders, $73.6bn |
| Q1 2024 | 25 holders, $18.9bn | 41 holders, $95.3bn |
| Q2 2024 | 28 holders, $19.3bn | 43 holders, $110bn |
| Q3 2024 | 26 holders, $23.1bn | 45 holders, $107bn |
| Q4 2024 | 25 holders, $20.5bn | 46 holders, $93.9bn |
| Q1 2025 | 31 holders, $24.5bn | 42 holders, $98.4bn |
| Q2 2025 | 39 holders, $20.2bn | 43 holders, $93.2bn |
| Q3 2025 | 34 holders, $27.1bn | 39 holders, $86.7bn |
| Q4 2025 | 23 holders, $27.7bn | 41 holders, $123bn |
| Q1 2026 | 27 holders, $26.8bn | 39 holders, $106bn |
| Q2 2026 | 30 holders, $33.2bn | 44 holders, $132bn |
Abbvie Inc
- Holders
- 30
- Reported value
- $33.2bn
- Buyers
- 24
- Sellers
- 16
Breadth +8 among 91 comparable managers.
Eli Lilly & Co
- Holders
- 44
- Reported value
- $132bn
- Buyers
- 24
- Sellers
- 24
Breadth 0 among 91 comparable managers.
Who holds both, Q2 2026
Both (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only ABBV (2)
Only LLY (16)
ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital 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.