L3VLUP
ProSign in

NSIT · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NSITGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NSIT
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterNSITGOOG
Q3 20203 holders, $303m47 holders, $73.8bn
Q4 20202 holders, $399m48 holders, $88.6bn
Q1 20215 holders, $651m42 holders, $102bn
Q2 20212 holders, $783m42 holders, $122bn
Q3 20213 holders, $752m44 holders, $128bn
Q4 20215 holders, $1.0bn48 holders, $138bn
Q1 20226 holders, $1.1bn48 holders, $125bn
Q2 20227 holders, $868m46 holders, $93.3bn
Q3 20225 holders, $853m46 holders, $79.3bn
Q4 20224 holders, $1.1bn46 holders, $62.7bn
Q1 20236 holders, $1.6bn48 holders, $65.5bn
Q2 20237 holders, $1.7bn43 holders, $75.1bn
Q3 20238 holders, $1.8bn45 holders, $81.6bn
Q4 20239 holders, $2.1bn45 holders, $82.8bn
Q1 202410 holders, $2.4bn46 holders, $83.4bn
Q2 202410 holders, $2.6bn45 holders, $98.4bn
Q3 20247 holders, $2.7bn48 holders, $86.1bn
Q4 20249 holders, $1.8bn49 holders, $94.5bn
Q1 20257 holders, $1.8bn53 holders, $72.6bn
Q2 20257 holders, $1.4bn50 holders, $77.5bn
Q3 20256 holders, $611m49 holders, $107bn
Q4 20259 holders, $205m54 holders, $152bn
Q1 20264 holders, $16m56 holders, $148bn
Q2 20261 holders, $3.8m53 holders, $194bn
NSIT

Insight Enterprises Inc

Holders
7
Reported value
$1.8bn
Buyers
4
Sellers
2

Breadth +2 among 95 comparable managers.

Consumer discretionaryConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
53
Reported value
$72.6bn
Buyers
25
Sellers
27

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2025

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NSIT (1)

ValueAct Holdings LP

Only GOOG (47)

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, Baupost Group LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 22 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.

Back to the 13F Explorer →