Holders over time
- NOW
- AMZN
| Quarter | NOW | AMZN |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 63 holders, $195bn |
| Q4 2020 | 30 holders, $21.9bn | 65 holders, $198bn |
| Q1 2021 | 32 holders, $20.9bn | 65 holders, $193bn |
| Q2 2021 | 36 holders, $23.7bn | 66 holders, $221bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $199bn |
| Q4 2021 | 37 holders, $27.1bn | 66 holders, $209bn |
| Q1 2022 | 33 holders, $21.5bn | 66 holders, $201bn |
| Q2 2022 | 33 holders, $17.5bn | 58 holders, $125bn |
| Q3 2022 | 33 holders, $14.1bn | 60 holders, $136bn |
| Q4 2022 | 30 holders, $14.8bn | 56 holders, $93.6bn |
| Q1 2023 | 30 holders, $16.1bn | 61 holders, $112bn |
| Q2 2023 | 27 holders, $18.7bn | 64 holders, $144bn |
| Q3 2023 | 35 holders, $18.3bn | 65 holders, $141bn |
| Q4 2023 | 31 holders, $22.5bn | 69 holders, $172bn |
| Q1 2024 | 35 holders, $23.9bn | 69 holders, $209bn |
| Q2 2024 | 35 holders, $22.8bn | 70 holders, $224bn |
| Q3 2024 | 28 holders, $25.9bn | 62 holders, $206bn |
| Q4 2024 | 35 holders, $30.5bn | 68 holders, $250bn |
| Q1 2025 | 35 holders, $20.3bn | 70 holders, $218bn |
| Q2 2025 | 30 holders, $24.9bn | 71 holders, $253bn |
| Q3 2025 | 31 holders, $20.0bn | 69 holders, $244bn |
| Q4 2025 | 38 holders, $17.6bn | 74 holders, $280bn |
| Q1 2026 | 37 holders, $12.2bn | 70 holders, $261bn |
| Q2 2026 | 34 holders, $7.9bn | 72 holders, $305bn |
Servicenow Inc
- Holders
- 35
- Reported value
- $30.5bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 among 94 comparable managers.
Amazon Com Inc
- Holders
- 68
- Reported value
- $250bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q4 2024
Both (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only NOW (0)
None.
Only AMZN (33)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Glenview Capital Management LLC, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Third Point LLC, and 8 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.