Holders over time
- SPOT
- GOOGL
| Quarter | SPOT | GOOGL |
|---|---|---|
| Q3 2020 | 15 holders, $10.5bn | 52 holders, $65.2bn |
| Q4 2020 | 14 holders, $14.2bn | 57 holders, $83.4bn |
| Q1 2021 | 15 holders, $12.4bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $12.0bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $11.6bn | 59 holders, $123bn |
| Q4 2021 | 25 holders, $12.6bn | 56 holders, $130bn |
| Q1 2022 | 21 holders, $7.5bn | 56 holders, $117bn |
| Q2 2022 | 22 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 19 holders, $4.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $3.5bn | 55 holders, $122bn |
| Q1 2023 | 23 holders, $6.3bn | 54 holders, $79.8bn |
| Q2 2023 | 38 holders, $8.0bn | 55 holders, $93.0bn |
| Q3 2023 | 30 holders, $7.8bn | 59 holders, $103bn |
| Q4 2023 | 32 holders, $9.5bn | 57 holders, $105bn |
| Q1 2024 | 38 holders, $13.9bn | 58 holders, $112bn |
| Q2 2024 | 45 holders, $16.3bn | 56 holders, $132bn |
| Q3 2024 | 48 holders, $20.5bn | 58 holders, $119bn |
| Q4 2024 | 39 holders, $18.4bn | 58 holders, $141bn |
| Q1 2025 | 37 holders, $21.1bn | 61 holders, $106bn |
| Q2 2025 | 35 holders, $28.6bn | 57 holders, $117bn |
| Q3 2025 | 38 holders, $26.9bn | 61 holders, $174bn |
| Q4 2025 | 46 holders, $22.4bn | 62 holders, $236bn |
| Q1 2026 | 41 holders, $15.4bn | 65 holders, $233bn |
| Q2 2026 | 33 holders, $13.2bn | 64 holders, $309bn |
Spotify Technology S A
- Holders
- 35
- Reported value
- $28.6bn
- Buyers
- 18
- Sellers
- 18
Breadth 0 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 (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
Only SPOT (4)
ARK Investment Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Winton Group Ltd
Only GOOGL (26)
Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Verition Fund Management LLC, and 1 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.