Holders over time
- NOW
- GOOGL
| Quarter | NOW | GOOGL |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 52 holders, $65.2bn |
| Q4 2020 | 30 holders, $21.9bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $20.9bn | 56 holders, $96.9bn |
| Q2 2021 | 36 holders, $23.7bn | 59 holders, $113bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $123bn |
| Q4 2021 | 37 holders, $27.1bn | 56 holders, $130bn |
| Q1 2022 | 33 holders, $21.5bn | 56 holders, $117bn |
| Q2 2022 | 33 holders, $17.5bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $14.1bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $14.8bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $16.1bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $18.7bn | 55 holders, $93.0bn |
| Q3 2023 | 35 holders, $18.3bn | 59 holders, $103bn |
| Q4 2023 | 31 holders, $22.5bn | 57 holders, $105bn |
| Q1 2024 | 35 holders, $23.9bn | 58 holders, $112bn |
| Q2 2024 | 35 holders, $22.8bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $25.9bn | 58 holders, $119bn |
| Q4 2024 | 35 holders, $30.5bn | 58 holders, $141bn |
| Q1 2025 | 35 holders, $20.3bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $24.9bn | 57 holders, $117bn |
| Q3 2025 | 31 holders, $20.0bn | 61 holders, $174bn |
| Q4 2025 | 38 holders, $17.6bn | 62 holders, $236bn |
| Q1 2026 | 37 holders, $12.2bn | 65 holders, $233bn |
| Q2 2026 | 34 holders, $7.9bn | 64 holders, $309bn |
Servicenow Inc
- Holders
- 31
- Reported value
- $22.5bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 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 (29)
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, 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 GOOGL (28)
Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, and 3 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.