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MLYS · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MLYS
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterMLYSJNJ
Q3 2020none listed holders, n.a.30 holders, $26.2bn
Q4 2020none listed holders, n.a.32 holders, $26.6bn
Q1 2021none listed holders, n.a.31 holders, $25.3bn
Q2 2021none listed holders, n.a.37 holders, $25.6bn
Q3 2021none listed holders, n.a.40 holders, $24.1bn
Q4 2021none listed holders, n.a.33 holders, $25.2bn
Q1 2022none listed holders, n.a.35 holders, $28.2bn
Q2 2022none listed holders, n.a.33 holders, $26.9bn
Q3 2022none listed holders, n.a.36 holders, $25.4bn
Q4 2022none listed holders, n.a.35 holders, $27.6bn
Q1 20231 holders, $2.7m42 holders, $24.5bn
Q2 20231 holders, $3.0m38 holders, $25.0bn
Q3 20231 holders, $1.7m37 holders, $18.9bn
Q4 20231 holders, $1.5m31 holders, $19.0bn
Q1 2024none listed holders, n.a.32 holders, $19.7bn
Q2 2024none listed holders, n.a.35 holders, $20.4bn
Q3 2024none listed holders, n.a.28 holders, $22.3bn
Q4 2024none listed holders, n.a.37 holders, $20.4bn
Q1 2025none listed holders, n.a.32 holders, $20.5bn
Q2 2025none listed holders, n.a.31 holders, $18.4bn
Q3 20254 holders, $184m32 holders, $23.7bn
Q4 20258 holders, $198m29 holders, $27.8bn
Q1 20262 holders, $54m34 holders, $35.6bn
Q2 20263 holders, $78m33 holders, $39.1bn
MLYS

Mineralys Therapeutics Inc

Holders
3
Reported value
$78m
Buyers
15
Sellers
10

Breadth +5 among 91 comparable managers.

JNJ

Johnson & Johnson

Holders
33
Reported value
$39.1bn
Buyers
18
Sellers
21

Breadth -3 among 91 comparable managers.

Who holds both, Q2 2026

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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