Holders over time
- ISRG
- VRTX
| Quarter | ISRG | VRTX |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 31 holders, $21.9bn |
| Q4 2020 | 19 holders, $21.4bn | 30 holders, $18.4bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $15.4bn |
| Q2 2021 | 33 holders, $23.2bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $23.9bn | 35 holders, $10.1bn |
| Q4 2021 | 34 holders, $26.0bn | 28 holders, $12.4bn |
| Q1 2022 | 27 holders, $21.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $13.0bn | 25 holders, $18.1bn |
| Q3 2022 | 32 holders, $11.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $15.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $14.4bn | 26 holders, $21.4bn |
| Q2 2023 | 33 holders, $20.2bn | 27 holders, $24.7bn |
| Q3 2023 | 40 holders, $17.0bn | 33 holders, $24.3bn |
| Q4 2023 | 38 holders, $20.0bn | 32 holders, $28.6bn |
| Q1 2024 | 32 holders, $23.6bn | 31 holders, $29.8bn |
| Q2 2024 | 29 holders, $27.0bn | 29 holders, $33.4bn |
| Q3 2024 | 31 holders, $28.4bn | 27 holders, $33.5bn |
| Q4 2024 | 34 holders, $30.3bn | 26 holders, $28.5bn |
| Q1 2025 | 42 holders, $28.7bn | 21 holders, $35.4bn |
| Q2 2025 | 39 holders, $30.6bn | 21 holders, $32.3bn |
| Q3 2025 | 41 holders, $23.6bn | 22 holders, $25.9bn |
| Q4 2025 | 41 holders, $35.8bn | 26 holders, $31.8bn |
| Q1 2026 | 40 holders, $29.0bn | 25 holders, $31.8bn |
| Q2 2026 | 35 holders, $24.5bn | 26 holders, $34.6bn |
Intuitive Surgical Inc
- Holders
- 35
- Reported value
- $24.5bn
- Buyers
- 24
- Sellers
- 23
Breadth +1 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $34.6bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 91 comparable managers.
Who holds both, Q2 2026
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only ISRG (13)
ARK Investment Management LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC
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.