Holders over time
- ONC
- JNJ
| Quarter | ONC | JNJ |
|---|---|---|
| Q3 2020 | 5 holders, $2.9bn | 30 holders, $26.2bn |
| Q4 2020 | 9 holders, $2.9bn | 32 holders, $26.6bn |
| Q1 2021 | 9 holders, $4.7bn | 31 holders, $25.3bn |
| Q2 2021 | 9 holders, $4.2bn | 37 holders, $25.6bn |
| Q3 2021 | 6 holders, $4.4bn | 40 holders, $24.1bn |
| Q4 2021 | 6 holders, $3.2bn | 33 holders, $25.2bn |
| Q1 2022 | 4 holders, $2.0bn | 35 holders, $28.2bn |
| Q2 2022 | 4 holders, $1.5bn | 33 holders, $26.9bn |
| Q3 2022 | 5 holders, $1.2bn | 36 holders, $25.4bn |
| Q4 2022 | 6 holders, $2.1bn | 35 holders, $27.6bn |
| Q1 2023 | 7 holders, $1.8bn | 42 holders, $24.5bn |
| Q2 2023 | 6 holders, $1.5bn | 38 holders, $25.0bn |
| Q3 2023 | 4 holders, $1.7bn | 37 holders, $18.9bn |
| Q4 2023 | 2 holders, $1.0bn | 31 holders, $19.0bn |
| Q1 2024 | 4 holders, $926m | 32 holders, $19.7bn |
| Q2 2024 | 7 holders, $949m | 35 holders, $20.4bn |
| Q3 2024 | 7 holders, $1.6bn | 28 holders, $22.3bn |
| Q4 2024 | 4 holders, $1.3bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $3.4bn | 32 holders, $20.5bn |
| Q2 2025 | 6 holders, $1.3bn | 31 holders, $18.4bn |
| Q3 2025 | 8 holders, $2.1bn | 32 holders, $23.7bn |
| Q4 2025 | 9 holders, $1.8bn | 29 holders, $27.8bn |
| Q1 2026 | 9 holders, $2.1bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $2.5bn | 33 holders, $39.1bn |
Beone Medicines LTD
- Holders
- 12
- Reported value
- $2.5bn
- Buyers
- 16
- Sellers
- 12
Breadth +4 among 91 comparable managers.
Johnson & Johnson
- Holders
- 33
- Reported value
- $39.1bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Arrowstreet Capital LP, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Millennium Management LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only ONC (3)
Artisan Partners LP, Baillie Gifford & Co, Two Sigma Investments LP
Only JNJ (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.