Holders over time
- AMZN
- GOOGL
| Quarter | AMZN | GOOGL |
|---|---|---|
| Q3 2020 | 63 holders, $195bn | 52 holders, $65.2bn |
| Q4 2020 | 65 holders, $198bn | 57 holders, $83.4bn |
| Q1 2021 | 65 holders, $193bn | 56 holders, $96.9bn |
| Q2 2021 | 66 holders, $221bn | 59 holders, $113bn |
| Q3 2021 | 59 holders, $199bn | 59 holders, $123bn |
| Q4 2021 | 66 holders, $209bn | 56 holders, $130bn |
| Q1 2022 | 66 holders, $201bn | 56 holders, $117bn |
| Q2 2022 | 58 holders, $125bn | 49 holders, $88.7bn |
| Q3 2022 | 60 holders, $136bn | 53 holders, $76.8bn |
| Q4 2022 | 56 holders, $93.6bn | 55 holders, $122bn |
| Q1 2023 | 61 holders, $112bn | 54 holders, $79.8bn |
| Q2 2023 | 64 holders, $144bn | 55 holders, $93.0bn |
| Q3 2023 | 65 holders, $141bn | 59 holders, $103bn |
| Q4 2023 | 69 holders, $172bn | 57 holders, $105bn |
| Q1 2024 | 69 holders, $209bn | 58 holders, $112bn |
| Q2 2024 | 70 holders, $224bn | 56 holders, $132bn |
| Q3 2024 | 62 holders, $206bn | 58 holders, $119bn |
| Q4 2024 | 68 holders, $250bn | 58 holders, $141bn |
| Q1 2025 | 70 holders, $218bn | 61 holders, $106bn |
| Q2 2025 | 71 holders, $253bn | 57 holders, $117bn |
| Q3 2025 | 69 holders, $244bn | 61 holders, $174bn |
| Q4 2025 | 74 holders, $280bn | 62 holders, $236bn |
| Q1 2026 | 70 holders, $261bn | 65 holders, $233bn |
| Q2 2026 | 72 holders, $305bn | 64 holders, $309bn |
Amazon Com Inc
- Holders
- 70
- Reported value
- $218bn
- Buyers
- 39
- Sellers
- 31
Breadth +8 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $106bn
- Buyers
- 35
- Sellers
- 30
Breadth +5 among 95 comparable managers.
Who holds both, Q1 2025
Both (55)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors 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, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, and 15 more
Only AMZN (15)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Berkshire Hathaway Inc, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Freestone Grove Partners LP, Glenview Capital Management LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Third Point LLC, ValueAct Holdings LP, Viking Global Investors LP
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.