Holders over time
- INSM
- LLY
| Quarter | INSM | LLY |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 33 holders, $14.1bn |
| Q4 2020 | 8 holders, $1.0bn | 29 holders, $17.3bn |
| Q1 2021 | 6 holders, $816m | 24 holders, $23.0bn |
| Q2 2021 | 6 holders, $800m | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $803m | 31 holders, $29.9bn |
| Q4 2021 | 7 holders, $760m | 31 holders, $34.7bn |
| Q1 2022 | 8 holders, $680m | 24 holders, $35.3bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $42.7bn |
| Q3 2022 | 10 holders, $379m | 31 holders, $43.4bn |
| Q4 2022 | 8 holders, $360m | 31 holders, $46.6bn |
| Q1 2023 | 6 holders, $282m | 33 holders, $44.3bn |
| Q2 2023 | 6 holders, $353m | 37 holders, $59.6bn |
| Q3 2023 | 7 holders, $415m | 44 holders, $67.6bn |
| Q4 2023 | 8 holders, $539m | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $437m | 41 holders, $95.3bn |
| Q2 2024 | 16 holders, $2.2bn | 43 holders, $110bn |
| Q3 2024 | 18 holders, $2.3bn | 45 holders, $107bn |
| Q4 2024 | 14 holders, $1.6bn | 46 holders, $93.9bn |
| Q1 2025 | 14 holders, $1.9bn | 42 holders, $98.4bn |
| Q2 2025 | 23 holders, $3.7bn | 43 holders, $93.2bn |
| Q3 2025 | 20 holders, $5.8bn | 39 holders, $86.7bn |
| Q4 2025 | 19 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 19 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $5.0bn | 44 holders, $132bn |
Insmed Inc
- Holders
- 21
- Reported value
- $5.0bn
- Buyers
- 28
- Sellers
- 11
Breadth +17 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 (19)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Woodline Partners LP
Only INSM (2)
Only LLY (25)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Susquehanna International Group LLP, Voloridge Investment Management LLC, Walleye Capital 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.