Holders over time
- PLTR
- GOOGL
| Quarter | PLTR | GOOGL |
|---|---|---|
| Q3 2020 | 5 holders, $543m | 52 holders, $65.2bn |
| Q4 2020 | 11 holders, $843m | 57 holders, $83.4bn |
| Q1 2021 | 8 holders, $1.3bn | 56 holders, $96.9bn |
| Q2 2021 | 6 holders, $1.6bn | 59 holders, $113bn |
| Q3 2021 | 7 holders, $1.9bn | 59 holders, $123bn |
| Q4 2021 | 7 holders, $1.6bn | 56 holders, $130bn |
| Q1 2022 | 6 holders, $541m | 56 holders, $117bn |
| Q2 2022 | 5 holders, $393m | 49 holders, $88.7bn |
| Q3 2022 | 7 holders, $414m | 53 holders, $76.8bn |
| Q4 2022 | 6 holders, $471m | 55 holders, $122bn |
| Q1 2023 | 7 holders, $589m | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $1.6bn | 55 holders, $93.0bn |
| Q3 2023 | 13 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 15 holders, $2.2bn | 57 holders, $105bn |
| Q1 2024 | 17 holders, $2.9bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $2.8bn | 56 holders, $132bn |
| Q3 2024 | 16 holders, $3.6bn | 58 holders, $119bn |
| Q4 2024 | 24 holders, $7.4bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $9.6bn | 61 holders, $106bn |
| Q2 2025 | 38 holders, $17.3bn | 57 holders, $117bn |
| Q3 2025 | 38 holders, $23.3bn | 61 holders, $174bn |
| Q4 2025 | 36 holders, $32.4bn | 62 holders, $236bn |
| Q1 2026 | 35 holders, $26.3bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $22.3bn | 64 holders, $309bn |
Palantir Technologies Inc
- Holders
- 15
- Reported value
- $2.2bn
- Buyers
- 11
- Sellers
- 6
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 (14)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Winton Group Ltd
Only PLTR (1)
Only GOOGL (43)
AllianceBernstein LP, AQR Capital Management LLC, 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, D1 Capital Partners LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 18 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.