Holders over time
- EBAY
- GOOGL
| Quarter | EBAY | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $6.5bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.2bn | 57 holders, $83.4bn |
| Q1 2021 | 20 holders, $5.1bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $5.9bn | 59 holders, $113bn |
| Q3 2021 | 18 holders, $5.9bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $5.0bn | 56 holders, $130bn |
| Q1 2022 | 15 holders, $2.8bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $2.1bn | 49 holders, $88.7bn |
| Q3 2022 | 15 holders, $1.7bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 21 holders, $1.8bn | 54 holders, $79.8bn |
| Q2 2023 | 16 holders, $1.3bn | 55 holders, $93.0bn |
| Q3 2023 | 13 holders, $1.1bn | 59 holders, $103bn |
| Q4 2023 | 20 holders, $1.4bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $1.4bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $1.3bn | 56 holders, $132bn |
| Q3 2024 | 14 holders, $1.4bn | 58 holders, $119bn |
| Q4 2024 | 12 holders, $1.0bn | 58 holders, $141bn |
| Q1 2025 | 18 holders, $1.4bn | 61 holders, $106bn |
| Q2 2025 | 18 holders, $1.4bn | 57 holders, $117bn |
| Q3 2025 | 16 holders, $2.8bn | 61 holders, $174bn |
| Q4 2025 | 14 holders, $2.7bn | 62 holders, $236bn |
| Q1 2026 | 17 holders, $2.4bn | 65 holders, $233bn |
| Q2 2026 | 9 holders, $2.7bn | 64 holders, $309bn |
eBay Inc.
- Holders
- 20
- Reported value
- $1.4bn
- Buyers
- 17
- Sellers
- 3
Breadth +14 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 (20)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Harris Associates LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only EBAY (0)
None.
Only GOOGL (37)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, and 12 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.