Holders over time
- GMED
- LLY
| Quarter | GMED | LLY |
|---|---|---|
| Q3 2020 | 8 holders, $639m | 33 holders, $14.1bn |
| Q4 2020 | 6 holders, $855m | 29 holders, $17.3bn |
| Q1 2021 | 7 holders, $779m | 24 holders, $23.0bn |
| Q2 2021 | 10 holders, $997m | 24 holders, $27.8bn |
| Q3 2021 | 9 holders, $871m | 31 holders, $29.9bn |
| Q4 2021 | 10 holders, $912m | 31 holders, $34.7bn |
| Q1 2022 | 10 holders, $934m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $684m | 33 holders, $42.7bn |
| Q3 2022 | 6 holders, $781m | 31 holders, $43.4bn |
| Q4 2022 | 6 holders, $840m | 31 holders, $46.6bn |
| Q1 2023 | 15 holders, $720m | 33 holders, $44.3bn |
| Q2 2023 | 21 holders, $946m | 37 holders, $59.6bn |
| Q3 2023 | 17 holders, $881m | 44 holders, $67.6bn |
| Q4 2023 | 12 holders, $912m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $772m | 41 holders, $95.3bn |
| Q2 2024 | 13 holders, $1.0bn | 43 holders, $110bn |
| Q3 2024 | 12 holders, $868m | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.4bn | 46 holders, $93.9bn |
| Q1 2025 | 13 holders, $951m | 42 holders, $98.4bn |
| Q2 2025 | 12 holders, $897m | 43 holders, $93.2bn |
| Q3 2025 | 11 holders, $765m | 39 holders, $86.7bn |
| Q4 2025 | 13 holders, $1.6bn | 41 holders, $123bn |
| Q1 2026 | 14 holders, $1.6bn | 39 holders, $106bn |
| Q2 2026 | 10 holders, $1.1bn | 44 holders, $132bn |
Globus Medical Inc
- Holders
- 10
- Reported value
- $1.1bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 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 (9)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Walleye Capital LLC, Woodline Partners LP
Only GMED (1)
Only LLY (35)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 10 more
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.