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
- 35
- Reported value
- $23.9bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $209bn
- Buyers
- 34
- Sellers
- 34
Breadth 0 among 93 comparable managers.
Who holds both, Q1 2024
Both (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only NOW (1)
Only AMZN (35)
Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Point72 Asset Management LP, Rokos Capital Management LLP, Soros Fund Management LLC, and 10 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.