Holders over time
- MMM
- LLY
| Quarter | MMM | LLY |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 33 holders, $14.1bn |
| Q4 2020 | 20 holders, $4.3bn | 29 holders, $17.3bn |
| Q1 2021 | 16 holders, $4.6bn | 24 holders, $23.0bn |
| Q2 2021 | 15 holders, $5.1bn | 24 holders, $27.8bn |
| Q3 2021 | 17 holders, $4.0bn | 31 holders, $29.9bn |
| Q4 2021 | 17 holders, $3.6bn | 31 holders, $34.7bn |
| Q1 2022 | 18 holders, $2.2bn | 24 holders, $35.3bn |
| Q2 2022 | 21 holders, $2.0bn | 33 holders, $42.7bn |
| Q3 2022 | 26 holders, $2.2bn | 31 holders, $43.4bn |
| Q4 2022 | 22 holders, $2.1bn | 31 holders, $46.6bn |
| Q1 2023 | 21 holders, $1.8bn | 33 holders, $44.3bn |
| Q2 2023 | 21 holders, $1.8bn | 37 holders, $59.6bn |
| Q3 2023 | 23 holders, $1.8bn | 44 holders, $67.6bn |
| Q4 2023 | 27 holders, $2.5bn | 45 holders, $73.6bn |
| Q1 2024 | 29 holders, $3.3bn | 41 holders, $95.3bn |
| Q2 2024 | 30 holders, $4.8bn | 43 holders, $110bn |
| Q3 2024 | 34 holders, $5.9bn | 45 holders, $107bn |
| Q4 2024 | 33 holders, $5.8bn | 46 holders, $93.9bn |
| Q1 2025 | 26 holders, $7.2bn | 42 holders, $98.4bn |
| Q2 2025 | 21 holders, $6.9bn | 43 holders, $93.2bn |
| Q3 2025 | 24 holders, $6.8bn | 39 holders, $86.7bn |
| Q4 2025 | 20 holders, $6.6bn | 41 holders, $123bn |
| Q1 2026 | 26 holders, $7.0bn | 39 holders, $106bn |
| Q2 2026 | 31 holders, $7.1bn | 44 holders, $132bn |
3M Co
- Holders
- 31
- Reported value
- $7.1bn
- Buyers
- 19
- Sellers
- 22
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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Woodline Partners LP
Only MMM (5)
Caxton Associates LLP, Moore Capital Management LP, Point72 Asset Management LP, Verition Fund Management LLC, Winton Group Ltd
Only LLY (18)
Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Jane Street Group LLC, MFS Investment Management, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP
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.