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
- 44
- Reported value
- $26.6bn
- Buyers
- 28
- Sellers
- 19
Breadth +9 among 95 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $117bn
- Buyers
- 29
- Sellers
- 29
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (37)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only INTU (7)
ARK Investment Management LLC, Citadel Advisors LLC, Durable Capital Partners LP, Farallon Capital Management LLC, Lone Pine Capital LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only GOOGL (20)
Artisan Partners LP, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, 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, Walleye Capital LLC
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.