Holders over time
- ADP
- GOOGL
| Quarter | ADP | GOOGL |
|---|---|---|
| Q3 2020 | 20 holders, $6.0bn | 52 holders, $65.2bn |
| Q4 2020 | 20 holders, $7.4bn | 57 holders, $83.4bn |
| Q1 2021 | 19 holders, $7.7bn | 56 holders, $96.9bn |
| Q2 2021 | 18 holders, $7.5bn | 59 holders, $113bn |
| Q3 2021 | 25 holders, $7.4bn | 59 holders, $123bn |
| Q4 2021 | 24 holders, $8.3bn | 56 holders, $130bn |
| Q1 2022 | 23 holders, $7.9bn | 56 holders, $117bn |
| Q2 2022 | 29 holders, $7.6bn | 49 holders, $88.7bn |
| Q3 2022 | 31 holders, $8.8bn | 53 holders, $76.8bn |
| Q4 2022 | 27 holders, $8.3bn | 55 holders, $122bn |
| Q1 2023 | 29 holders, $8.3bn | 54 holders, $79.8bn |
| Q2 2023 | 30 holders, $8.3bn | 55 holders, $93.0bn |
| Q3 2023 | 30 holders, $8.7bn | 59 holders, $103bn |
| Q4 2023 | 30 holders, $8.0bn | 57 holders, $105bn |
| Q1 2024 | 27 holders, $8.9bn | 58 holders, $112bn |
| Q2 2024 | 26 holders, $7.8bn | 56 holders, $132bn |
| Q3 2024 | 24 holders, $8.3bn | 58 holders, $119bn |
| Q4 2024 | 21 holders, $8.9bn | 58 holders, $141bn |
| Q1 2025 | 27 holders, $9.4bn | 61 holders, $106bn |
| Q2 2025 | 20 holders, $9.2bn | 57 holders, $117bn |
| Q3 2025 | 20 holders, $9.1bn | 61 holders, $174bn |
| Q4 2025 | 20 holders, $10.4bn | 62 holders, $236bn |
| Q1 2026 | 24 holders, $10.2bn | 65 holders, $233bn |
| Q2 2026 | 18 holders, $10.9bn | 64 holders, $309bn |
Automatic Data Processing In
- Holders
- 20
- Reported value
- $9.1bn
- Buyers
- 11
- Sellers
- 10
Breadth +1 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $174bn
- Buyers
- 29
- Sellers
- 31
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only ADP (2)
Only GOOGL (43)
Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, 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.