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PODD · 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.

PODDJNJ
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • PODD
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterPODDJNJ
Q3 202017 holders, $6.7bn30 holders, $26.2bn
Q4 202020 holders, $7.2bn32 holders, $26.6bn
Q1 202117 holders, $7.8bn31 holders, $25.3bn
Q2 202114 holders, $8.6bn37 holders, $25.6bn
Q3 202114 holders, $9.1bn40 holders, $24.1bn
Q4 202114 holders, $8.7bn33 holders, $25.2bn
Q1 202214 holders, $8.4bn35 holders, $28.2bn
Q2 202213 holders, $7.1bn33 holders, $26.9bn
Q3 202215 holders, $7.5bn36 holders, $25.4bn
Q4 202216 holders, $9.5bn35 holders, $27.6bn
Q1 202317 holders, $9.2bn42 holders, $24.5bn
Q2 202315 holders, $7.7bn38 holders, $25.0bn
Q3 202320 holders, $4.0bn37 holders, $18.9bn
Q4 202315 holders, $5.4bn31 holders, $19.0bn
Q1 202418 holders, $3.5bn32 holders, $19.7bn
Q2 202422 holders, $4.1bn35 holders, $20.4bn
Q3 202413 holders, $4.8bn28 holders, $22.3bn
Q4 202415 holders, $5.6bn37 holders, $20.4bn
Q1 202516 holders, $5.3bn32 holders, $20.5bn
Q2 202521 holders, $6.2bn31 holders, $18.4bn
Q3 202521 holders, $5.6bn32 holders, $23.7bn
Q4 202521 holders, $5.1bn29 holders, $27.8bn
Q1 202620 holders, $3.1bn34 holders, $35.6bn
Q2 202618 holders, $1.7bn33 holders, $39.1bn
PODD

Insulet Corp

Holders
18
Reported value
$1.7bn
Buyers
19
Sellers
19

Breadth 0 among 91 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
JNJ

Johnson & Johnson

Holders
33
Reported value
$39.1bn
Buyers
18
Sellers
21

Breadth -3 among 91 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q2 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PODD (7)

Artisan Partners LP, Baillie Gifford & Co, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP, Winton Group Ltd

Only JNJ (22)

AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP

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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