Holders over time
- IQV
- LLY
| Quarter | IQV | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $5.2bn | 29 holders, $17.3bn |
| Q1 2021 | 18 holders, $5.4bn | 24 holders, $23.0bn |
| Q2 2021 | 26 holders, $6.1bn | 24 holders, $27.8bn |
| Q3 2021 | 24 holders, $5.9bn | 31 holders, $29.9bn |
| Q4 2021 | 24 holders, $6.9bn | 31 holders, $34.7bn |
| Q1 2022 | 21 holders, $5.2bn | 24 holders, $35.3bn |
| Q2 2022 | 15 holders, $3.9bn | 33 holders, $42.7bn |
| Q3 2022 | 21 holders, $3.1bn | 31 holders, $43.4bn |
| Q4 2022 | 19 holders, $3.9bn | 31 holders, $46.6bn |
| Q1 2023 | 24 holders, $4.4bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $5.5bn | 37 holders, $59.6bn |
| Q3 2023 | 22 holders, $5.4bn | 44 holders, $67.6bn |
| Q4 2023 | 14 holders, $6.2bn | 45 holders, $73.6bn |
| Q1 2024 | 15 holders, $6.9bn | 41 holders, $95.3bn |
| Q2 2024 | 20 holders, $5.8bn | 43 holders, $110bn |
| Q3 2024 | 23 holders, $6.3bn | 45 holders, $107bn |
| Q4 2024 | 22 holders, $5.7bn | 46 holders, $93.9bn |
| Q1 2025 | 22 holders, $5.1bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $5.4bn | 43 holders, $93.2bn |
| Q3 2025 | 17 holders, $5.9bn | 39 holders, $86.7bn |
| Q4 2025 | 18 holders, $7.0bn | 41 holders, $123bn |
| Q1 2026 | 11 holders, $4.7bn | 39 holders, $106bn |
| Q2 2026 | 19 holders, $5.3bn | 44 holders, $132bn |
Iqvia HLDGS Inc
- Holders
- 19
- Reported value
- $5.3bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Man Group PLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Woodline Partners LP
Only IQV (4)
Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Winton Group Ltd
Only LLY (29)
Acadian Asset Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 4 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.