Holders over time
- MDLN
- LLY
| Quarter | MDLN | LLY |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $14.1bn |
| Q4 2020 | none listed holders, n.a. | 29 holders, $17.3bn |
| Q1 2021 | none listed holders, n.a. | 24 holders, $23.0bn |
| Q2 2021 | none listed holders, n.a. | 24 holders, $27.8bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $29.9bn |
| Q4 2021 | none listed holders, n.a. | 31 holders, $34.7bn |
| Q1 2022 | none listed holders, n.a. | 24 holders, $35.3bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $42.7bn |
| Q3 2022 | none listed holders, n.a. | 31 holders, $43.4bn |
| Q4 2022 | none listed holders, n.a. | 31 holders, $46.6bn |
| Q1 2023 | none listed holders, n.a. | 33 holders, $44.3bn |
| Q2 2023 | none listed holders, n.a. | 37 holders, $59.6bn |
| Q3 2023 | none listed holders, n.a. | 44 holders, $67.6bn |
| Q4 2023 | none listed holders, n.a. | 45 holders, $73.6bn |
| Q1 2024 | none listed holders, n.a. | 41 holders, $95.3bn |
| Q2 2024 | none listed holders, n.a. | 43 holders, $110bn |
| Q3 2024 | none listed holders, n.a. | 45 holders, $107bn |
| Q4 2024 | none listed holders, n.a. | 46 holders, $93.9bn |
| Q1 2025 | none listed holders, n.a. | 42 holders, $98.4bn |
| Q2 2025 | none listed holders, n.a. | 43 holders, $93.2bn |
| Q3 2025 | none listed holders, n.a. | 39 holders, $86.7bn |
| Q4 2025 | 28 holders, $5.5bn | 41 holders, $123bn |
| Q1 2026 | 28 holders, $7.9bn | 39 holders, $106bn |
| Q2 2026 | 21 holders, $9.1bn | 44 holders, $132bn |
Medline Inc
- Holders
- 21
- Reported value
- $9.1bn
- Buyers
- 22
- Sellers
- 23
Breadth -1 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 (11)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Woodline Partners LP
Only MDLN (10)
Baillie Gifford & Co, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Egerton Capital UK LLP, Element Capital Management LLC, Lone Pine Capital LLC, PDT Partners LLC, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only LLY (33)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 8 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.