JNJ
Johnson & Johnson · Healthcare · Drug Manufacturers - General
Données momentum (gérants comparables) :
étendue des détenteurs +15.0% ·
flux d'actions -0.5% ·
nouvelles positions nettes +13.0%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 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 | State Street Global Advisors ✦ (passif) | 134.46M | — | $19.44B | 0.8% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 57.67M | +2.8% | $8.32B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 57.67M | +2.8% | $8.32B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passif) | 30.36M | +4.5% | $4.39B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 24.36M | +1.8% | $3.52B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 16.28M | -35.3% | $2.35B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 16.28M | -35.3% | $2.35B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 8.19M | +8.4% | $1.19B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 4.06M | -23.0% | $586.83M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 4.06M | -23.0% | $586.83M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 4.06M | -23.0% | $586.83M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 3.47M | +9.9% | $500.09M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 2.37M | +105.3% | $342.27M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 1.87M | +183.6% | $269.75M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 1.87M | +183.6% | $269.75M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 27 | Millennium Management ✦ | 1.75M | +2046.0% | $252.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 28 | Tweedy, Browne ✦ | 1.08M | -4.1% | $156.26M | 10.5% | ▼ Trim | 3 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 972.01K | +375.6% | $140.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 972.01K | +375.6% | $140.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Adage Capital Partners ✦ | 934.80K | -42.3% | $135.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 921.50K | Nouveau | $133.27M | 0.2% | New | 1 | SEC ↗ |
| 33 | Markel Group ✦ | 610.80K | 0.0% | $88.33M | 0.8% | Held | 3 | SEC ↗ |
| 34 | Markel Group ✦ | 610.80K | 0.0% | $88.33M | 0.8% | Held | 3 | SEC ↗ |
| 35 | Bridgewater Associates ✦ | 537.94K | -63.4% | $77.80M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 36 | Point72 Asset Management ✦ | 305.73K | Nouveau | $44.21M | 0.1% | New | 1 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 199.13K | -8.5% | $28.80M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 38 | GAMCO Investors ✦ | 92.93K | -3.8% | $13.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fairfax Financial ✦ | 73.40K | 0.0% | $10.62M | 0.7% | Held | 3 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 63.77K | Nouveau | $9.22M | 0.0% | New | 1 | SEC ↗ |
| 41 | Dodge & Cox ✦ | 21.10K | 0.0% | $3.05M | 0.0% | Held | 3 | 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
| Renaissance Technologies | $133.27M | 0.2% |
| Point72 Asset Management | $44.21M | 0.1% |
| Two Sigma Investments | $9.22M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
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