Holders over time
- INTU
- GOOGL
| Quarter | INTU | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $14.3bn | 52 holders, $65.2bn |
| Q4 2020 | 31 holders, $17.7bn | 57 holders, $83.4bn |
| Q1 2021 | 31 holders, $17.8bn | 56 holders, $96.9bn |
| Q2 2021 | 26 holders, $22.7bn | 59 holders, $113bn |
| Q3 2021 | 35 holders, $24.0bn | 59 holders, $123bn |
| Q4 2021 | 37 holders, $27.9bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $19.8bn | 56 holders, $117bn |
| Q2 2022 | 38 holders, $16.3bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $15.7bn | 53 holders, $76.8bn |
| Q4 2022 | 36 holders, $16.7bn | 55 holders, $122bn |
| Q1 2023 | 32 holders, $18.0bn | 54 holders, $79.8bn |
| Q2 2023 | 33 holders, $16.8bn | 55 holders, $93.0bn |
| Q3 2023 | 36 holders, $17.7bn | 59 holders, $103bn |
| Q4 2023 | 29 holders, $21.7bn | 57 holders, $105bn |
| Q1 2024 | 29 holders, $22.0bn | 58 holders, $112bn |
| Q2 2024 | 30 holders, $21.4bn | 56 holders, $132bn |
| Q3 2024 | 38 holders, $20.2bn | 58 holders, $119bn |
| Q4 2024 | 34 holders, $22.1bn | 58 holders, $141bn |
| Q1 2025 | 41 holders, $23.1bn | 61 holders, $106bn |
| Q2 2025 | 44 holders, $26.6bn | 57 holders, $117bn |
| Q3 2025 | 39 holders, $20.0bn | 61 holders, $174bn |
| Q4 2025 | 30 holders, $22.2bn | 62 holders, $236bn |
| Q1 2026 | 30 holders, $14.0bn | 65 holders, $233bn |
| Q2 2026 | 26 holders, $8.7bn | 64 holders, $309bn |
Intuit
- Holders
- 41
- Reported value
- $23.1bn
- Buyers
- 27
- Sellers
- 15
Breadth +12 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 (34)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors 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, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only INTU (7)
ARK Investment Management LLC, Dragoneer Investment Group LLC, Durable Capital Partners LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Lone Pine Capital LLC, Viking Global Investors LP
Only GOOGL (27)
Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tiger Global Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, and 2 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.