Holders over time
- BDX
- JNJ
| Quarter | BDX | JNJ |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 30 holders, $26.2bn |
| Q4 2020 | 28 holders, $10.4bn | 32 holders, $26.6bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $25.3bn |
| Q2 2021 | 19 holders, $9.0bn | 37 holders, $25.6bn |
| Q3 2021 | 18 holders, $10.3bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $11.1bn | 33 holders, $25.2bn |
| Q1 2022 | 21 holders, $10.5bn | 35 holders, $28.2bn |
| Q2 2022 | 21 holders, $13.5bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $11.0bn | 36 holders, $25.4bn |
| Q4 2022 | 27 holders, $12.5bn | 35 holders, $27.6bn |
| Q1 2023 | 28 holders, $11.1bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $11.7bn | 38 holders, $25.0bn |
| Q3 2023 | 23 holders, $10.3bn | 37 holders, $18.9bn |
| Q4 2023 | 27 holders, $8.7bn | 31 holders, $19.0bn |
| Q1 2024 | 25 holders, $8.4bn | 32 holders, $19.7bn |
| Q2 2024 | 31 holders, $8.1bn | 35 holders, $20.4bn |
| Q3 2024 | 26 holders, $8.6bn | 28 holders, $22.3bn |
| Q4 2024 | 26 holders, $8.4bn | 37 holders, $20.4bn |
| Q1 2025 | 22 holders, $8.6bn | 32 holders, $20.5bn |
| Q2 2025 | 24 holders, $7.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $7.3bn | 32 holders, $23.7bn |
| Q4 2025 | 17 holders, $8.6bn | 29 holders, $27.8bn |
| Q1 2026 | 15 holders, $8.5bn | 34 holders, $35.6bn |
| Q2 2026 | 11 holders, $8.4bn | 33 holders, $39.1bn |
Becton Dickinson & Co
- Holders
- 11
- Reported value
- $8.4bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 91 comparable managers.
Johnson & Johnson
- Holders
- 33
- Reported value
- $39.1bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (8)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BDX (3)
First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP
Only JNJ (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.