Holders over time
- DHR
- JNJ
| Quarter | DHR | JNJ |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 30 holders, $26.2bn |
| Q4 2020 | 36 holders, $29.1bn | 32 holders, $26.6bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $25.3bn |
| Q2 2021 | 30 holders, $33.9bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $37.5bn | 40 holders, $24.1bn |
| Q4 2021 | 40 holders, $39.7bn | 33 holders, $25.2bn |
| Q1 2022 | 30 holders, $33.5bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $28.1bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $27.1bn | 36 holders, $25.4bn |
| Q4 2022 | 31 holders, $27.1bn | 35 holders, $27.6bn |
| Q1 2023 | 40 holders, $25.3bn | 42 holders, $24.5bn |
| Q2 2023 | 44 holders, $25.4bn | 38 holders, $25.0bn |
| Q3 2023 | 38 holders, $27.3bn | 37 holders, $18.9bn |
| Q4 2023 | 32 holders, $25.2bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $26.8bn | 32 holders, $19.7bn |
| Q2 2024 | 25 holders, $25.0bn | 35 holders, $20.4bn |
| Q3 2024 | 30 holders, $29.0bn | 28 holders, $22.3bn |
| Q4 2024 | 33 holders, $23.9bn | 37 holders, $20.4bn |
| Q1 2025 | 43 holders, $21.5bn | 32 holders, $20.5bn |
| Q2 2025 | 41 holders, $18.6bn | 31 holders, $18.4bn |
| Q3 2025 | 38 holders, $15.9bn | 32 holders, $23.7bn |
| Q4 2025 | 39 holders, $20.4bn | 29 holders, $27.8bn |
| Q1 2026 | 36 holders, $19.5bn | 34 holders, $35.6bn |
| Q2 2026 | 37 holders, $20.8bn | 33 holders, $39.1bn |
Danaher Corp Del
- Holders
- 37
- Reported value
- $20.8bn
- Buyers
- 27
- Sellers
- 22
Breadth +5 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 (23)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only DHR (14)
Artisan Partners LP, Baillie Gifford & Co, D1 Capital Partners LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Harris Associates LP, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments 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.