Holders over time
- WST
- JNJ
| Quarter | WST | JNJ |
|---|---|---|
| Q3 2020 | 20 holders, $3.8bn | 30 holders, $26.2bn |
| Q4 2020 | 18 holders, $3.9bn | 32 holders, $26.6bn |
| Q1 2021 | 15 holders, $3.6bn | 31 holders, $25.3bn |
| Q2 2021 | 16 holders, $4.9bn | 37 holders, $25.6bn |
| Q3 2021 | 21 holders, $5.9bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $6.8bn | 33 holders, $25.2bn |
| Q1 2022 | 20 holders, $6.3bn | 35 holders, $28.2bn |
| Q2 2022 | 19 holders, $4.4bn | 33 holders, $26.9bn |
| Q3 2022 | 23 holders, $2.9bn | 36 holders, $25.4bn |
| Q4 2022 | 20 holders, $2.2bn | 35 holders, $27.6bn |
| Q1 2023 | 19 holders, $3.9bn | 42 holders, $24.5bn |
| Q2 2023 | 19 holders, $4.1bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $4.3bn | 37 holders, $18.9bn |
| Q4 2023 | 16 holders, $3.5bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $4.1bn | 32 holders, $19.7bn |
| Q2 2024 | 14 holders, $3.2bn | 35 holders, $20.4bn |
| Q3 2024 | 14 holders, $2.9bn | 28 holders, $22.3bn |
| Q4 2024 | 17 holders, $3.0bn | 37 holders, $20.4bn |
| Q1 2025 | 12 holders, $1.4bn | 32 holders, $20.5bn |
| Q2 2025 | 13 holders, $1.3bn | 31 holders, $18.4bn |
| Q3 2025 | 13 holders, $2.1bn | 32 holders, $23.7bn |
| Q4 2025 | 16 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 12 holders, $1.3bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $3.1bn | 33 holders, $39.1bn |
West Pharmaceutical SVSC Inc
- Holders
- 12
- Reported value
- $3.1bn
- Buyers
- 15
- Sellers
- 20
Breadth -5 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 (8)
Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Verition Fund Management LLC
Only WST (4)
Artisan Partners LP, ExodusPoint Capital Management LP, PDT Partners LLC, Point72 Asset Management LP
Only JNJ (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment 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.