Holders over time
- INSM
- JNJ
| Quarter | INSM | JNJ |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 30 holders, $26.2bn |
| Q4 2020 | 8 holders, $1.0bn | 32 holders, $26.6bn |
| Q1 2021 | 6 holders, $816m | 31 holders, $25.3bn |
| Q2 2021 | 6 holders, $800m | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $803m | 40 holders, $24.1bn |
| Q4 2021 | 7 holders, $760m | 33 holders, $25.2bn |
| Q1 2022 | 8 holders, $680m | 35 holders, $28.2bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $26.9bn |
| Q3 2022 | 10 holders, $379m | 36 holders, $25.4bn |
| Q4 2022 | 8 holders, $360m | 35 holders, $27.6bn |
| Q1 2023 | 6 holders, $282m | 42 holders, $24.5bn |
| Q2 2023 | 6 holders, $353m | 38 holders, $25.0bn |
| Q3 2023 | 7 holders, $415m | 37 holders, $18.9bn |
| Q4 2023 | 8 holders, $539m | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $437m | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $2.2bn | 35 holders, $20.4bn |
| Q3 2024 | 18 holders, $2.3bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $1.6bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $1.9bn | 32 holders, $20.5bn |
| Q2 2025 | 23 holders, $3.7bn | 31 holders, $18.4bn |
| Q3 2025 | 20 holders, $5.8bn | 32 holders, $23.7bn |
| Q4 2025 | 19 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 19 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 21 holders, $5.0bn | 33 holders, $39.1bn |
Insmed Inc
- Holders
- 21
- Reported value
- $5.0bn
- Buyers
- 28
- Sellers
- 11
Breadth +17 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 (13)
AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only INSM (8)
Artisan Partners LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP
Only JNJ (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
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.