Holders over time
- GOOG
- GOOGL
| Quarter | GOOG | GOOGL |
|---|---|---|
| Q3 2020 | 47 holders, $73.8bn | 52 holders, $65.2bn |
| Q4 2020 | 48 holders, $88.6bn | 57 holders, $83.4bn |
| Q1 2021 | 42 holders, $102bn | 56 holders, $96.9bn |
| Q2 2021 | 42 holders, $122bn | 59 holders, $113bn |
| Q3 2021 | 44 holders, $128bn | 59 holders, $123bn |
| Q4 2021 | 48 holders, $138bn | 56 holders, $130bn |
| Q1 2022 | 48 holders, $125bn | 56 holders, $117bn |
| Q2 2022 | 46 holders, $93.3bn | 49 holders, $88.7bn |
| Q3 2022 | 46 holders, $79.3bn | 53 holders, $76.8bn |
| Q4 2022 | 46 holders, $62.7bn | 55 holders, $122bn |
| Q1 2023 | 48 holders, $65.5bn | 54 holders, $79.8bn |
| Q2 2023 | 43 holders, $75.1bn | 55 holders, $93.0bn |
| Q3 2023 | 45 holders, $81.6bn | 59 holders, $103bn |
| Q4 2023 | 45 holders, $82.8bn | 57 holders, $105bn |
| Q1 2024 | 46 holders, $83.4bn | 58 holders, $112bn |
| Q2 2024 | 45 holders, $98.4bn | 56 holders, $132bn |
| Q3 2024 | 48 holders, $86.1bn | 58 holders, $119bn |
| Q4 2024 | 49 holders, $94.5bn | 58 holders, $141bn |
| Q1 2025 | 53 holders, $72.6bn | 61 holders, $106bn |
| Q2 2025 | 50 holders, $77.5bn | 57 holders, $117bn |
| Q3 2025 | 49 holders, $107bn | 61 holders, $174bn |
| Q4 2025 | 54 holders, $152bn | 62 holders, $236bn |
| Q1 2026 | 56 holders, $148bn | 65 holders, $233bn |
| Q2 2026 | 53 holders, $194bn | 64 holders, $309bn |
Alphabet Inc
- Holders
- 45
- Reported value
- $98.4bn
- Buyers
- 15
- Sellers
- 30
Breadth -15 among 94 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $132bn
- Buyers
- 23
- Sellers
- 34
Breadth -11 among 94 comparable managers.
Who holds both, Q2 2024
Both (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Verition Fund Management LLC, Wellington Management Group LLP
Only GOOG (8)
Appaloosa LP, ARK Investment Management LLC, Baupost Group LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Tybourne Capital Management HK Ltd
Only GOOGL (19)
Altimeter Capital Management LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Walleye Capital LLC, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
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.