Holders over time
- PFE
- JNJ
| Quarter | PFE | JNJ |
|---|---|---|
| Q3 2020 | 27 holders, $24.9bn | 30 holders, $26.2bn |
| Q4 2020 | 24 holders, $24.4bn | 32 holders, $26.6bn |
| Q1 2021 | 28 holders, $22.8bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $25.0bn | 37 holders, $25.6bn |
| Q3 2021 | 35 holders, $27.3bn | 40 holders, $24.1bn |
| Q4 2021 | 34 holders, $38.6bn | 33 holders, $25.2bn |
| Q1 2022 | 34 holders, $33.0bn | 35 holders, $28.2bn |
| Q2 2022 | 26 holders, $33.9bn | 33 holders, $26.9bn |
| Q3 2022 | 35 holders, $28.7bn | 36 holders, $25.4bn |
| Q4 2022 | 32 holders, $32.8bn | 35 holders, $27.6bn |
| Q1 2023 | 35 holders, $27.0bn | 42 holders, $24.5bn |
| Q2 2023 | 31 holders, $23.0bn | 38 holders, $25.0bn |
| Q3 2023 | 37 holders, $22.0bn | 37 holders, $18.9bn |
| Q4 2023 | 33 holders, $18.8bn | 31 holders, $19.0bn |
| Q1 2024 | 29 holders, $15.2bn | 32 holders, $19.7bn |
| Q2 2024 | 32 holders, $14.6bn | 35 holders, $20.4bn |
| Q3 2024 | 29 holders, $13.2bn | 28 holders, $22.3bn |
| Q4 2024 | 34 holders, $11.4bn | 37 holders, $20.4bn |
| Q1 2025 | 34 holders, $9.3bn | 32 holders, $20.5bn |
| Q2 2025 | 28 holders, $7.8bn | 31 holders, $18.4bn |
| Q3 2025 | 29 holders, $7.4bn | 32 holders, $23.7bn |
| Q4 2025 | 26 holders, $6.4bn | 29 holders, $27.8bn |
| Q1 2026 | 24 holders, $7.9bn | 34 holders, $35.6bn |
| Q2 2026 | 22 holders, $5.2bn | 33 holders, $39.1bn |
Pfizer Inc
- Holders
- 22
- Reported value
- $5.2bn
- Buyers
- 20
- Sellers
- 16
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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only PFE (4)
Hudson Bay Capital Management LP, Quantbot Technologies LP, Walleye Capital LLC, Winton Group Ltd
Only JNJ (15)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Soros Fund Management LLC, Verition Fund Management LLC
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.