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NFLX · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NFLXGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NFLX
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterNFLXGOOG
Q3 202043 holders, $57.4bn47 holders, $73.8bn
Q4 202048 holders, $63.2bn48 holders, $88.6bn
Q1 202144 holders, $60.9bn42 holders, $102bn
Q2 202151 holders, $59.3bn42 holders, $122bn
Q3 202142 holders, $67.8bn44 holders, $128bn
Q4 202146 holders, $64.2bn48 holders, $138bn
Q1 202242 holders, $34.9bn48 holders, $125bn
Q2 202235 holders, $15.0bn46 holders, $93.3bn
Q3 202237 holders, $21.8bn46 holders, $79.3bn
Q4 202236 holders, $30.4bn46 holders, $62.7bn
Q1 202342 holders, $33.8bn48 holders, $65.5bn
Q2 202343 holders, $42.3bn43 holders, $75.1bn
Q3 202343 holders, $33.1bn45 holders, $81.6bn
Q4 202339 holders, $42.1bn45 holders, $82.8bn
Q1 202444 holders, $50.0bn46 holders, $83.4bn
Q2 202444 holders, $55.5bn45 holders, $98.4bn
Q3 202444 holders, $55.8bn48 holders, $86.1bn
Q4 202451 holders, $73.4bn49 holders, $94.5bn
Q1 202550 holders, $76.5bn53 holders, $72.6bn
Q2 202545 holders, $106bn50 holders, $77.5bn
Q3 202550 holders, $91.6bn49 holders, $107bn
Q4 202548 holders, $73.1bn54 holders, $152bn
Q1 202644 holders, $74.2bn56 holders, $148bn
Q2 202638 holders, $50.9bn53 holders, $194bn
NFLX

Netflix Inc.

Holders
39
Reported value
$42.1bn
Buyers
23
Sellers
20

Breadth +3 among 93 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
45
Reported value
$82.8bn
Buyers
15
Sellers
28

Breadth -13 among 93 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2023

Among the 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NFLX (10)

Balyasny Asset Management LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only GOOG (16)

Appaloosa LP, ARK Investment Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Markel Group Inc, MFS Investment Management, Pershing Square Capital Management LP, Point72 Asset Management LP, Soroban Capital Partners LP, Southeastern Asset Management Inc, TCI Fund Management Ltd

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.

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