Holders over time
- JD
- GOOGL
| Quarter | JD | GOOGL |
|---|---|---|
| Q3 2020 | 32 holders, $13.5bn | 52 holders, $65.2bn |
| Q4 2020 | 34 holders, $14.7bn | 57 holders, $83.4bn |
| Q1 2021 | 23 holders, $12.7bn | 56 holders, $96.9bn |
| Q2 2021 | 25 holders, $12.2bn | 59 holders, $113bn |
| Q3 2021 | 19 holders, $10.7bn | 59 holders, $123bn |
| Q4 2021 | 19 holders, $9.8bn | 56 holders, $130bn |
| Q1 2022 | 16 holders, $6.5bn | 56 holders, $117bn |
| Q2 2022 | 23 holders, $6.8bn | 49 holders, $88.7bn |
| Q3 2022 | 24 holders, $5.1bn | 53 holders, $76.8bn |
| Q4 2022 | 21 holders, $5.1bn | 55 holders, $122bn |
| Q1 2023 | 21 holders, $3.3bn | 54 holders, $79.8bn |
| Q2 2023 | 20 holders, $2.5bn | 55 holders, $93.0bn |
| Q3 2023 | 19 holders, $2.0bn | 59 holders, $103bn |
| Q4 2023 | 20 holders, $2.5bn | 57 holders, $105bn |
| Q1 2024 | 17 holders, $2.4bn | 58 holders, $112bn |
| Q2 2024 | 15 holders, $1.4bn | 56 holders, $132bn |
| Q3 2024 | 27 holders, $4.9bn | 58 holders, $119bn |
| Q4 2024 | 27 holders, $3.9bn | 58 holders, $141bn |
| Q1 2025 | 20 holders, $4.3bn | 61 holders, $106bn |
| Q2 2025 | 11 holders, $1.7bn | 57 holders, $117bn |
| Q3 2025 | 10 holders, $1.8bn | 61 holders, $174bn |
| Q4 2025 | 3 holders, $479m | 62 holders, $236bn |
| Q1 2026 | 7 holders, $870m | 65 holders, $233bn |
| Q2 2026 | 6 holders, $561m | 64 holders, $309bn |
Jd.com Inc
- Holders
- 20
- Reported value
- $4.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 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 (18)
Acadian Asset Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tiger Global Management LLC, Verition Fund Management LLC
Only JD (2)
Only GOOGL (43)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 18 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.