Holders over time
- VTRS
- LLY
| Quarter | VTRS | LLY |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $14.1bn |
| Q4 2020 | 14 holders, $2.4bn | 29 holders, $17.3bn |
| Q1 2021 | 16 holders, $1.5bn | 24 holders, $23.0bn |
| Q2 2021 | 9 holders, $1.3bn | 24 holders, $27.8bn |
| Q3 2021 | 11 holders, $1.0bn | 31 holders, $29.9bn |
| Q4 2021 | 11 holders, $1.1bn | 31 holders, $34.7bn |
| Q1 2022 | 9 holders, $832m | 24 holders, $35.3bn |
| Q2 2022 | 13 holders, $1.0bn | 33 holders, $42.7bn |
| Q3 2022 | 12 holders, $714m | 31 holders, $43.4bn |
| Q4 2022 | 13 holders, $1.3bn | 31 holders, $46.6bn |
| Q1 2023 | 11 holders, $984m | 33 holders, $44.3bn |
| Q2 2023 | 13 holders, $1.1bn | 37 holders, $59.6bn |
| Q3 2023 | 13 holders, $1.1bn | 44 holders, $67.6bn |
| Q4 2023 | 10 holders, $1.1bn | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $1.3bn | 41 holders, $95.3bn |
| Q2 2024 | 12 holders, $1.1bn | 43 holders, $110bn |
| Q3 2024 | 13 holders, $1.2bn | 45 holders, $107bn |
| Q4 2024 | 9 holders, $1.4bn | 46 holders, $93.9bn |
| Q1 2025 | 9 holders, $819m | 42 holders, $98.4bn |
| Q2 2025 | 13 holders, $914m | 43 holders, $93.2bn |
| Q3 2025 | 9 holders, $1.1bn | 39 holders, $86.7bn |
| Q4 2025 | 10 holders, $1.3bn | 41 holders, $123bn |
| Q1 2026 | 13 holders, $1.4bn | 39 holders, $106bn |
| Q2 2026 | 12 holders, $3.1bn | 44 holders, $132bn |
Viatris Inc
- Holders
- 12
- Reported value
- $3.1bn
- Buyers
- 12
- Sellers
- 23
Breadth -11 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 (9)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Man Group PLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only VTRS (3)
Caxton Associates LLP, Greenlight Capital, Moore Capital Management LP
Only LLY (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 10 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.