JNJ
Johnson & Johnson · Healthcare · Drug Manufacturers - General
Données momentum (gérants comparables) :
étendue des détenteurs -9.5% ·
flux d'actions -2.2% ·
nouvelles positions nettes -10.5%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | +1 | 1.45B | $367.13B | +5 | −3 |
| Q1 2026 | 184 | 0 | 1.43B | $348.29B | +4 | −5 |
| Q4 2025 | 183 | 0 | 1.52B | $314.40B | +2 | −1 |
| Q3 2025 | 28 | 0 | 887.20M | $164.46B | — | −1 |
| Q2 2025 | 26 | +1 | 740.96M | $113.15B | +1 | — |
| Q1 2025 | 22 | -1 | 281.15M | $46.60B | — | −1 |
| Q4 2024 | 23 | +3 | 290.64M | $42.01B | +3 | — |
| Q3 2024 | 19 | -2 | 157.55M | $25.50B | — | −2 |
| Q2 2024 | 21 | — | 161.11M | $23.53B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passif) | 56.11M | +1.8% | $9.06B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 56.11M | +1.8% | $9.06B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passif) | 29.04M | -0.2% | $4.71B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 25.16M | +1.0% | $4.08B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 25.16M | +1.0% | $4.08B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 23.93M | -3.7% | $3.88B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 7.56M | +7.9% | $1.23B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 5.27M | +35.7% | $854.30M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 5.27M | +35.7% | $854.30M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 5.27M | +35.7% | $854.30M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 3.16M | -5.7% | $509.92M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 3.16M | -5.7% | $509.92M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.16M | -5.7% | $509.92M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 3.16M | -5.7% | $509.92M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 3.16M | -5.7% | $509.92M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 22 | Adage Capital Partners ✦ | 1.62M | +89.9% | $262.40M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 1.47M | -54.1% | $238.25M | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 1.15M | +39.2% | $186.83M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Tweedy, Browne ✦ | 1.13M | -0.4% | $182.51M | 8.7% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 657.80K | -54.8% | $106.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 657.80K | -54.8% | $106.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Markel Group ✦ | 610.80K | 0.0% | $98.99M | 0.9% | Held | 2 | SEC ↗ |
| 29 | Markel Group ✦ | 610.80K | 0.0% | $98.99M | 0.9% | Held | 2 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 217.64K | -0.2% | $35.27M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 204.36K | -82.4% | $33.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 204.36K | -82.4% | $33.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | GAMCO Investors ✦ | 96.58K | -1.8% | $15.65M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Millennium Management ✦ | 81.37K | -92.4% | $13.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fairfax Financial ✦ | 73.40K | 0.0% | $11.89M | 1.1% | Held | 2 | SEC ↗ |
| 36 | Dodge & Cox ✦ | 21.10K | 0.0% | $3.42M | 0.0% | Held | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Renaissance Technologies | $223.58M | était 0.4% |
| Two Sigma Investments | $94.97M | était 0.2% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 136.10K actions, $33,268 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer · 15.00K act. · $3.95M
Officer, Director · 20.98K act. · $5.50M
Officer, Director · 102.31K act. · $26.70M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie