Holders over time
- VZ
- NFLX
| Quarter | VZ | NFLX |
|---|---|---|
| Q3 2020 | 24 holders, $19.3bn | 43 holders, $57.4bn |
| Q4 2020 | 25 holders, $22.5bn | 48 holders, $63.2bn |
| Q1 2021 | 30 holders, $22.2bn | 44 holders, $60.9bn |
| Q2 2021 | 28 holders, $21.0bn | 51 holders, $59.3bn |
| Q3 2021 | 27 holders, $20.2bn | 42 holders, $67.8bn |
| Q4 2021 | 26 holders, $18.8bn | 46 holders, $64.2bn |
| Q1 2022 | 34 holders, $12.3bn | 42 holders, $34.9bn |
| Q2 2022 | 18 holders, $10.9bn | 35 holders, $15.0bn |
| Q3 2022 | 29 holders, $8.0bn | 37 holders, $21.8bn |
| Q4 2022 | 25 holders, $8.1bn | 36 holders, $30.4bn |
| Q1 2023 | 25 holders, $7.4bn | 42 holders, $33.8bn |
| Q2 2023 | 21 holders, $6.4bn | 43 holders, $42.3bn |
| Q3 2023 | 31 holders, $6.1bn | 43 holders, $33.1bn |
| Q4 2023 | 23 holders, $7.6bn | 39 holders, $42.1bn |
| Q1 2024 | 29 holders, $8.4bn | 44 holders, $50.0bn |
| Q2 2024 | 30 holders, $7.5bn | 44 holders, $55.5bn |
| Q3 2024 | 20 holders, $6.8bn | 44 holders, $55.8bn |
| Q4 2024 | 26 holders, $6.3bn | 51 holders, $73.4bn |
| Q1 2025 | 23 holders, $7.5bn | 50 holders, $76.5bn |
| Q2 2025 | 24 holders, $5.7bn | 45 holders, $106bn |
| Q3 2025 | 19 holders, $5.6bn | 50 holders, $91.6bn |
| Q4 2025 | 17 holders, $4.4bn | 48 holders, $73.1bn |
| Q1 2026 | 23 holders, $5.6bn | 44 holders, $74.2bn |
| Q2 2026 | 20 holders, $4.4bn | 38 holders, $50.9bn |
Verizon Communications Inc
- Holders
- 24
- Reported value
- $5.7bn
- Buyers
- 11
- Sellers
- 14
Breadth -3 among 95 comparable managers.
Netflix Inc.
- Holders
- 45
- Reported value
- $106bn
- Buyers
- 17
- Sellers
- 28
Breadth -11 among 95 comparable managers.
Who holds both, Q2 2025
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only VZ (2)
Only NFLX (23)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Harris Associates LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Whale Rock Capital Management 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.