Holders over time
- AMZN
- GOOGL
| Quarter | AMZN | GOOGL |
|---|---|---|
| Q3 2020 | 63 holders, $195bn | 52 holders, $65.2bn |
| Q4 2020 | 65 holders, $198bn | 57 holders, $83.4bn |
| Q1 2021 | 65 holders, $193bn | 56 holders, $96.9bn |
| Q2 2021 | 66 holders, $221bn | 59 holders, $113bn |
| Q3 2021 | 59 holders, $199bn | 59 holders, $123bn |
| Q4 2021 | 66 holders, $209bn | 56 holders, $130bn |
| Q1 2022 | 66 holders, $201bn | 56 holders, $117bn |
| Q2 2022 | 58 holders, $125bn | 49 holders, $88.7bn |
| Q3 2022 | 60 holders, $136bn | 53 holders, $76.8bn |
| Q4 2022 | 56 holders, $93.6bn | 55 holders, $122bn |
| Q1 2023 | 61 holders, $112bn | 54 holders, $79.8bn |
| Q2 2023 | 64 holders, $144bn | 55 holders, $93.0bn |
| Q3 2023 | 65 holders, $141bn | 59 holders, $103bn |
| Q4 2023 | 69 holders, $172bn | 57 holders, $105bn |
| Q1 2024 | 69 holders, $209bn | 58 holders, $112bn |
| Q2 2024 | 70 holders, $224bn | 56 holders, $132bn |
| Q3 2024 | 62 holders, $206bn | 58 holders, $119bn |
| Q4 2024 | 68 holders, $250bn | 58 holders, $141bn |
| Q1 2025 | 70 holders, $218bn | 61 holders, $106bn |
| Q2 2025 | 71 holders, $253bn | 57 holders, $117bn |
| Q3 2025 | 69 holders, $244bn | 61 holders, $174bn |
| Q4 2025 | 74 holders, $280bn | 62 holders, $236bn |
| Q1 2026 | 70 holders, $261bn | 65 holders, $233bn |
| Q2 2026 | 72 holders, $305bn | 64 holders, $309bn |
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $105bn
- Buyers
- 26
- Sellers
- 34
Breadth -8 among 93 comparable managers.
Who holds both, Q4 2023
Both (51)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Soros Fund Management LLC, and 11 more
Only AMZN (18)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Berkshire Hathaway Inc, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Glenview Capital Management LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Moore Capital Management LP, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Tybourne Capital Management HK Ltd, Voloridge Investment Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, 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.