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IOT · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IOTGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IOT
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterIOTGOOGL
Q3 2020none listed holders, n.a.52 holders, $65.2bn
Q4 2020none listed holders, n.a.57 holders, $83.4bn
Q1 2021none listed holders, n.a.56 holders, $96.9bn
Q2 2021none listed holders, n.a.59 holders, $113bn
Q3 2021none listed holders, n.a.59 holders, $123bn
Q4 20219 holders, $173m56 holders, $130bn
Q1 20224 holders, $125m56 holders, $117bn
Q2 20224 holders, $96m49 holders, $88.7bn
Q3 20225 holders, $136m53 holders, $76.8bn
Q4 20223 holders, $43m55 holders, $122bn
Q1 20235 holders, $428m54 holders, $79.8bn
Q2 202311 holders, $1.1bn55 holders, $93.0bn
Q3 202312 holders, $1.3bn59 holders, $103bn
Q4 202314 holders, $1.8bn57 holders, $105bn
Q1 20248 holders, $1.8bn58 holders, $112bn
Q2 20248 holders, $1.6bn56 holders, $132bn
Q3 202414 holders, $3.6bn58 holders, $119bn
Q4 202415 holders, $3.5bn58 holders, $141bn
Q1 20258 holders, $2.8bn61 holders, $106bn
Q2 202514 holders, $3.2bn57 holders, $117bn
Q3 20258 holders, $2.6bn61 holders, $174bn
Q4 20259 holders, $3.2bn62 holders, $236bn
Q1 202610 holders, $4.2bn65 holders, $233bn
Q2 20268 holders, $4.8bn64 holders, $309bn
IOT

Samsara Inc

Holders
14
Reported value
$3.6bn
Buyers
12
Sellers
2

Breadth +10 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUP
GOOGL

Alphabet Inc

Holders
58
Reported value
$119bn
Buyers
28
Sellers
28

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q3 2024

Among the 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IOT (1)

PDT Partners LLC

Only GOOGL (45)

Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management 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, and 20 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.

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