Holders over time
- EBAY
- GOOGL
| Quarter | EBAY | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $6.5bn | 52 holders, $65.2bn |
| Q4 2020 | 22 holders, $5.2bn | 57 holders, $83.4bn |
| Q1 2021 | 20 holders, $5.1bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $5.9bn | 59 holders, $113bn |
| Q3 2021 | 18 holders, $5.9bn | 59 holders, $123bn |
| Q4 2021 | 18 holders, $5.0bn | 56 holders, $130bn |
| Q1 2022 | 15 holders, $2.8bn | 56 holders, $117bn |
| Q2 2022 | 16 holders, $2.1bn | 49 holders, $88.7bn |
| Q3 2022 | 15 holders, $1.7bn | 53 holders, $76.8bn |
| Q4 2022 | 19 holders, $1.9bn | 55 holders, $122bn |
| Q1 2023 | 21 holders, $1.8bn | 54 holders, $79.8bn |
| Q2 2023 | 16 holders, $1.3bn | 55 holders, $93.0bn |
| Q3 2023 | 13 holders, $1.1bn | 59 holders, $103bn |
| Q4 2023 | 20 holders, $1.4bn | 57 holders, $105bn |
| Q1 2024 | 14 holders, $1.4bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $1.3bn | 56 holders, $132bn |
| Q3 2024 | 14 holders, $1.4bn | 58 holders, $119bn |
| Q4 2024 | 12 holders, $1.0bn | 58 holders, $141bn |
| Q1 2025 | 18 holders, $1.4bn | 61 holders, $106bn |
| Q2 2025 | 18 holders, $1.4bn | 57 holders, $117bn |
| Q3 2025 | 16 holders, $2.8bn | 61 holders, $174bn |
| Q4 2025 | 14 holders, $2.7bn | 62 holders, $236bn |
| Q1 2026 | 17 holders, $2.4bn | 65 holders, $233bn |
| Q2 2026 | 9 holders, $2.7bn | 64 holders, $309bn |
eBay Inc.
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 7
- Sellers
- 8
Breadth -1 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $119bn
- Buyers
- 28
- Sellers
- 28
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Dodge & Cox, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Squarepoint Ops LLC
Only EBAY (4)
Caxton Associates LLP, Citadel Advisors LLC, Maverick Capital Ltd, Woodline Partners LP
Only GOOGL (48)
AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 23 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.