Holders over time
- EBAY
- GOOG
| Quarter | EBAY | GOOG |
|---|---|---|
| Q3 2020 | 26 holders, $6.5bn | 47 holders, $73.8bn |
| Q4 2020 | 22 holders, $5.2bn | 48 holders, $88.6bn |
| Q1 2021 | 20 holders, $5.1bn | 42 holders, $102bn |
| Q2 2021 | 15 holders, $5.9bn | 42 holders, $122bn |
| Q3 2021 | 18 holders, $5.9bn | 44 holders, $128bn |
| Q4 2021 | 18 holders, $5.0bn | 48 holders, $138bn |
| Q1 2022 | 15 holders, $2.8bn | 48 holders, $125bn |
| Q2 2022 | 16 holders, $2.1bn | 46 holders, $93.3bn |
| Q3 2022 | 15 holders, $1.7bn | 46 holders, $79.3bn |
| Q4 2022 | 19 holders, $1.9bn | 46 holders, $62.7bn |
| Q1 2023 | 21 holders, $1.8bn | 48 holders, $65.5bn |
| Q2 2023 | 16 holders, $1.3bn | 43 holders, $75.1bn |
| Q3 2023 | 13 holders, $1.1bn | 45 holders, $81.6bn |
| Q4 2023 | 20 holders, $1.4bn | 45 holders, $82.8bn |
| Q1 2024 | 14 holders, $1.4bn | 46 holders, $83.4bn |
| Q2 2024 | 13 holders, $1.3bn | 45 holders, $98.4bn |
| Q3 2024 | 14 holders, $1.4bn | 48 holders, $86.1bn |
| Q4 2024 | 12 holders, $1.0bn | 49 holders, $94.5bn |
| Q1 2025 | 18 holders, $1.4bn | 53 holders, $72.6bn |
| Q2 2025 | 18 holders, $1.4bn | 50 holders, $77.5bn |
| Q3 2025 | 16 holders, $2.8bn | 49 holders, $107bn |
| Q4 2025 | 14 holders, $2.7bn | 54 holders, $152bn |
| Q1 2026 | 17 holders, $2.4bn | 56 holders, $148bn |
| Q2 2026 | 9 holders, $2.7bn | 53 holders, $194bn |
eBay Inc.
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 among 93 comparable managers.
Alphabet Inc
- Holders
- 46
- Reported value
- $83.4bn
- Buyers
- 16
- Sellers
- 26
Breadth -10 among 93 comparable managers.
Who holds both, Q1 2024
Both (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Dodge & Cox, Harris Associates LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management
Only EBAY (6)
Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Maverick Capital Ltd, Two Sigma Advisers LP, Woodline Partners LP
Only GOOG (38)
AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, and 13 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.