Holders over time
- AMZN
- GOOG
| Quarter | AMZN | GOOG |
|---|---|---|
| Q3 2020 | 63 holders, $195bn | 47 holders, $73.8bn |
| Q4 2020 | 65 holders, $198bn | 48 holders, $88.6bn |
| Q1 2021 | 65 holders, $193bn | 42 holders, $102bn |
| Q2 2021 | 66 holders, $221bn | 42 holders, $122bn |
| Q3 2021 | 59 holders, $199bn | 44 holders, $128bn |
| Q4 2021 | 66 holders, $209bn | 48 holders, $138bn |
| Q1 2022 | 66 holders, $201bn | 48 holders, $125bn |
| Q2 2022 | 58 holders, $125bn | 46 holders, $93.3bn |
| Q3 2022 | 60 holders, $136bn | 46 holders, $79.3bn |
| Q4 2022 | 56 holders, $93.6bn | 46 holders, $62.7bn |
| Q1 2023 | 61 holders, $112bn | 48 holders, $65.5bn |
| Q2 2023 | 64 holders, $144bn | 43 holders, $75.1bn |
| Q3 2023 | 65 holders, $141bn | 45 holders, $81.6bn |
| Q4 2023 | 69 holders, $172bn | 45 holders, $82.8bn |
| Q1 2024 | 69 holders, $209bn | 46 holders, $83.4bn |
| Q2 2024 | 70 holders, $224bn | 45 holders, $98.4bn |
| Q3 2024 | 62 holders, $206bn | 48 holders, $86.1bn |
| Q4 2024 | 68 holders, $250bn | 49 holders, $94.5bn |
| Q1 2025 | 70 holders, $218bn | 53 holders, $72.6bn |
| Q2 2025 | 71 holders, $253bn | 50 holders, $77.5bn |
| Q3 2025 | 69 holders, $244bn | 49 holders, $107bn |
| Q4 2025 | 74 holders, $280bn | 54 holders, $152bn |
| Q1 2026 | 70 holders, $261bn | 56 holders, $148bn |
| Q2 2026 | 72 holders, $305bn | 53 holders, $194bn |
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Alphabet Inc
- Holders
- 53
- Reported value
- $72.6bn
- Buyers
- 25
- Sellers
- 27
Breadth -2 among 95 comparable managers.
Who holds both, Q1 2025
Both (44)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, 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, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, and 4 more
Only AMZN (26)
Altimeter Capital Management LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Holocene Advisors LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Rokos Capital Management LLP, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Whale Rock Capital 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.