Holders over time
- UTHR
- JNJ
| Quarter | UTHR | JNJ |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 30 holders, $26.2bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $1.4bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $1.5bn | 37 holders, $25.6bn |
| Q3 2021 | 16 holders, $1.5bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $1.9bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $1.7bn | 35 holders, $28.2bn |
| Q2 2022 | 18 holders, $2.3bn | 33 holders, $26.9bn |
| Q3 2022 | 17 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 18 holders, $2.9bn | 35 holders, $27.6bn |
| Q1 2023 | 16 holders, $2.5bn | 42 holders, $24.5bn |
| Q2 2023 | 12 holders, $2.5bn | 38 holders, $25.0bn |
| Q3 2023 | 13 holders, $2.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $2.3bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $2.2bn | 32 holders, $19.7bn |
| Q2 2024 | 14 holders, $2.5bn | 35 holders, $20.4bn |
| Q3 2024 | 10 holders, $2.9bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.3bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $2.1bn | 32 holders, $20.5bn |
| Q2 2025 | 14 holders, $1.9bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.6bn | 32 holders, $23.7bn |
| Q4 2025 | 14 holders, $3.8bn | 29 holders, $27.8bn |
| Q1 2026 | 18 holders, $5.1bn | 34 holders, $35.6bn |
| Q2 2026 | 14 holders, $3.5bn | 33 holders, $39.1bn |
United Therapeutics Corp Del
- Holders
- 14
- Reported value
- $3.5bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 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)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only UTHR (5)
Baillie Gifford & Co, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Winton Group Ltd
Only JNJ (24)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment 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.