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
- 35
- Reported value
- $22.8bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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 (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, 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, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only NOW (5)
ARK Investment Management LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP
Only GOOGL (26)
Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Pershing Square Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, TCI Fund Management Ltd, Third Point LLC, Verition Fund Management LLC, and 1 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.