Holders over time
- NOW
- AMZN
| Quarter | NOW | AMZN |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 63 holders, $195bn |
| Q4 2020 | 30 holders, $21.9bn | 65 holders, $198bn |
| Q1 2021 | 32 holders, $20.9bn | 65 holders, $193bn |
| Q2 2021 | 36 holders, $23.7bn | 66 holders, $221bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $199bn |
| Q4 2021 | 37 holders, $27.1bn | 66 holders, $209bn |
| Q1 2022 | 33 holders, $21.5bn | 66 holders, $201bn |
| Q2 2022 | 33 holders, $17.5bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $14.1bn | 60 holders, $136bn |
| Q4 2022 | 30 holders, $14.8bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $16.1bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $18.7bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $18.3bn | 65 holders, $141bn |
| Q4 2023 | 31 holders, $22.5bn | 69 holders, $172bn |
| Q1 2024 | 35 holders, $23.9bn | 69 holders, $209bn |
| Q2 2024 | 35 holders, $22.8bn | 70 holders, $224bn |
| Q3 2024 | 28 holders, $25.9bn | 62 holders, $206bn |
| Q4 2024 | 35 holders, $30.5bn | 68 holders, $250bn |
| Q1 2025 | 35 holders, $20.3bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $24.9bn | 71 holders, $253bn |
| Q3 2025 | 31 holders, $20.0bn | 69 holders, $244bn |
| Q4 2025 | 38 holders, $17.6bn | 74 holders, $280bn |
| Q1 2026 | 37 holders, $12.2bn | 70 holders, $261bn |
| Q2 2026 | 34 holders, $7.9bn | 72 holders, $305bn |
Servicenow Inc
- Holders
- 31
- Reported value
- $22.5bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Who holds both, Q4 2023
Both (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only NOW (1)
Only AMZN (39)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, and 14 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.