Holders over time
- ZBH
- LLY
| Quarter | ZBH | LLY |
|---|---|---|
| Q3 2020 | 21 holders, $5.3bn | 33 holders, $14.1bn |
| Q4 2020 | 22 holders, $6.0bn | 29 holders, $17.3bn |
| Q1 2021 | 22 holders, $5.5bn | 24 holders, $23.0bn |
| Q2 2021 | 23 holders, $5.6bn | 24 holders, $27.8bn |
| Q3 2021 | 23 holders, $4.4bn | 31 holders, $29.9bn |
| Q4 2021 | 20 holders, $3.4bn | 31 holders, $34.7bn |
| Q1 2022 | 17 holders, $3.4bn | 24 holders, $35.3bn |
| Q2 2022 | 16 holders, $3.1bn | 33 holders, $42.7bn |
| Q3 2022 | 19 holders, $3.7bn | 31 holders, $43.4bn |
| Q4 2022 | 20 holders, $4.6bn | 31 holders, $46.6bn |
| Q1 2023 | 26 holders, $4.7bn | 33 holders, $44.3bn |
| Q2 2023 | 23 holders, $5.1bn | 37 holders, $59.6bn |
| Q3 2023 | 27 holders, $4.0bn | 44 holders, $67.6bn |
| Q4 2023 | 21 holders, $4.3bn | 45 holders, $73.6bn |
| Q1 2024 | 19 holders, $5.7bn | 41 holders, $95.3bn |
| Q2 2024 | 17 holders, $4.5bn | 43 holders, $110bn |
| Q3 2024 | 15 holders, $4.3bn | 45 holders, $107bn |
| Q4 2024 | 17 holders, $4.8bn | 46 holders, $93.9bn |
| Q1 2025 | 17 holders, $5.1bn | 42 holders, $98.4bn |
| Q2 2025 | 12 holders, $4.5bn | 43 holders, $93.2bn |
| Q3 2025 | 12 holders, $4.9bn | 39 holders, $86.7bn |
| Q4 2025 | 8 holders, $4.9bn | 41 holders, $123bn |
| Q1 2026 | 8 holders, $4.2bn | 39 holders, $106bn |
| Q2 2026 | 12 holders, $4.3bn | 44 holders, $132bn |
Zimmer Biomet Holdings Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 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 (10)
Arrowstreet Capital LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only ZBH (2)
Only LLY (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 9 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.