L3VLUP
ProSign in

NFLX · GOOG 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.

NFLXGOOG
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.
  • NFLX
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterNFLXGOOG
Q3 202043 holders, $57.4bn47 holders, $73.8bn
Q4 202048 holders, $63.2bn48 holders, $88.6bn
Q1 202144 holders, $60.9bn42 holders, $102bn
Q2 202151 holders, $59.3bn42 holders, $122bn
Q3 202142 holders, $67.8bn44 holders, $128bn
Q4 202146 holders, $64.2bn48 holders, $138bn
Q1 202242 holders, $34.9bn48 holders, $125bn
Q2 202235 holders, $15.0bn46 holders, $93.3bn
Q3 202237 holders, $21.8bn46 holders, $79.3bn
Q4 202236 holders, $30.4bn46 holders, $62.7bn
Q1 202342 holders, $33.8bn48 holders, $65.5bn
Q2 202343 holders, $42.3bn43 holders, $75.1bn
Q3 202343 holders, $33.1bn45 holders, $81.6bn
Q4 202339 holders, $42.1bn45 holders, $82.8bn
Q1 202444 holders, $50.0bn46 holders, $83.4bn
Q2 202444 holders, $55.5bn45 holders, $98.4bn
Q3 202444 holders, $55.8bn48 holders, $86.1bn
Q4 202451 holders, $73.4bn49 holders, $94.5bn
Q1 202550 holders, $76.5bn53 holders, $72.6bn
Q2 202545 holders, $106bn50 holders, $77.5bn
Q3 202550 holders, $91.6bn49 holders, $107bn
Q4 202548 holders, $73.1bn54 holders, $152bn
Q1 202644 holders, $74.2bn56 holders, $148bn
Q2 202638 holders, $50.9bn53 holders, $194bn
NFLX

Netflix Inc.

Holders
51
Reported value
$73.4bn
Buyers
34
Sellers
17

Breadth +17 among 94 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
49
Reported value
$94.5bn
Buyers
16
Sellers
31

Breadth -15 among 94 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2024

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (36)

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, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

Only NFLX (15)

Balyasny Asset Management LLC, Caxton Associates LLP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Point72 Asset Management LP, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Winton Group Ltd

Only GOOG (13)

Appaloosa LP, ARK Investment Management LLC, Baupost Group LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Markel Group Inc, Pershing Square Capital Management LP, Soroban Capital Partners LP, Soros Fund Management LLC, Southeastern Asset Management Inc, TCI Fund Management Ltd

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.

Back to the 13F Explorer →