Holders over time
- NVO
- LLY
| Quarter | NVO | LLY |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 33 holders, $14.1bn |
| Q4 2020 | 5 holders, $2.0bn | 29 holders, $17.3bn |
| Q1 2021 | 4 holders, $1.8bn | 24 holders, $23.0bn |
| Q2 2021 | 5 holders, $2.2bn | 24 holders, $27.8bn |
| Q3 2021 | 7 holders, $2.4bn | 31 holders, $29.9bn |
| Q4 2021 | 6 holders, $2.5bn | 31 holders, $34.7bn |
| Q1 2022 | 7 holders, $2.4bn | 24 holders, $35.3bn |
| Q2 2022 | 10 holders, $2.5bn | 33 holders, $42.7bn |
| Q3 2022 | 7 holders, $1.8bn | 31 holders, $43.4bn |
| Q4 2022 | 12 holders, $3.1bn | 31 holders, $46.6bn |
| Q1 2023 | 14 holders, $3.8bn | 33 holders, $44.3bn |
| Q2 2023 | 17 holders, $4.3bn | 37 holders, $59.6bn |
| Q3 2023 | 20 holders, $5.6bn | 44 holders, $67.6bn |
| Q4 2023 | 23 holders, $6.0bn | 45 holders, $73.6bn |
| Q1 2024 | 17 holders, $7.3bn | 41 holders, $95.3bn |
| Q2 2024 | 24 holders, $8.7bn | 43 holders, $110bn |
| Q3 2024 | 23 holders, $6.5bn | 45 holders, $107bn |
| Q4 2024 | 21 holders, $4.3bn | 46 holders, $93.9bn |
| Q1 2025 | 18 holders, $2.8bn | 42 holders, $98.4bn |
| Q2 2025 | 15 holders, $2.4bn | 43 holders, $93.2bn |
| Q3 2025 | 15 holders, $1.6bn | 39 holders, $86.7bn |
| Q4 2025 | 12 holders, $1.6bn | 41 holders, $123bn |
| Q1 2026 | 17 holders, $2.9bn | 39 holders, $106bn |
| Q2 2026 | 15 holders, $3.0bn | 44 holders, $132bn |
Novo-nordisk A S
- Holders
- 15
- Reported value
- $3.0bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 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 (10)
Acadian Asset Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Marshall Wace LLP, T. Rowe Price Associates Inc
Only NVO (5)
Baillie Gifford & Co, Farallon Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, Renaissance Technologies LLC
Only LLY (34)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 9 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.