Holders over time
- MDT
- LLY
| Quarter | MDT | LLY |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 33 holders, $14.1bn |
| Q4 2020 | 33 holders, $20.0bn | 29 holders, $17.3bn |
| Q1 2021 | 37 holders, $20.8bn | 24 holders, $23.0bn |
| Q2 2021 | 34 holders, $22.1bn | 24 holders, $27.8bn |
| Q3 2021 | 32 holders, $21.6bn | 31 holders, $29.9bn |
| Q4 2021 | 31 holders, $18.5bn | 31 holders, $34.7bn |
| Q1 2022 | 28 holders, $18.0bn | 24 holders, $35.3bn |
| Q2 2022 | 35 holders, $15.2bn | 33 holders, $42.7bn |
| Q3 2022 | 33 holders, $13.7bn | 31 holders, $43.4bn |
| Q4 2022 | 32 holders, $13.4bn | 31 holders, $46.6bn |
| Q1 2023 | 25 holders, $13.6bn | 33 holders, $44.3bn |
| Q2 2023 | 30 holders, $15.2bn | 37 holders, $59.6bn |
| Q3 2023 | 28 holders, $13.1bn | 44 holders, $67.6bn |
| Q4 2023 | 24 holders, $12.7bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $12.8bn | 41 holders, $95.3bn |
| Q2 2024 | 26 holders, $11.2bn | 43 holders, $110bn |
| Q3 2024 | 30 holders, $13.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $11.5bn | 46 holders, $93.9bn |
| Q1 2025 | 27 holders, $13.8bn | 42 holders, $98.4bn |
| Q2 2025 | 30 holders, $13.3bn | 43 holders, $93.2bn |
| Q3 2025 | 25 holders, $13.6bn | 39 holders, $86.7bn |
| Q4 2025 | 27 holders, $14.9bn | 41 holders, $123bn |
| Q1 2026 | 24 holders, $14.3bn | 39 holders, $106bn |
| Q2 2026 | 29 holders, $12.8bn | 44 holders, $132bn |
Medtronic PLC
- Holders
- 29
- Reported value
- $12.8bn
- Buyers
- 30
- Sellers
- 11
Breadth +19 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 (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MDT (5)
Baillie Gifford & Co, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Renaissance Technologies LLC, Verition Fund Management LLC
Only LLY (20)
Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, Walleye Capital LLC, Woodline Partners LP
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.