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EA · 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.

EAGOOG
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.
  • EA
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterEAGOOG
Q3 202025 holders, $7.6bn47 holders, $73.8bn
Q4 202021 holders, $7.3bn48 holders, $88.6bn
Q1 202123 holders, $6.6bn42 holders, $102bn
Q2 202128 holders, $6.3bn42 holders, $122bn
Q3 202119 holders, $5.4bn44 holders, $128bn
Q4 202119 holders, $5.1bn48 holders, $138bn
Q1 202225 holders, $5.1bn48 holders, $125bn
Q2 202218 holders, $5.1bn46 holders, $93.3bn
Q3 202222 holders, $4.9bn46 holders, $79.3bn
Q4 202224 holders, $4.6bn46 holders, $62.7bn
Q1 202323 holders, $4.2bn48 holders, $65.5bn
Q2 202319 holders, $4.6bn43 holders, $75.1bn
Q3 202322 holders, $3.2bn45 holders, $81.6bn
Q4 202323 holders, $3.3bn45 holders, $82.8bn
Q1 202421 holders, $3.4bn46 holders, $83.4bn
Q2 202418 holders, $3.3bn45 holders, $98.4bn
Q3 202416 holders, $2.5bn48 holders, $86.1bn
Q4 202415 holders, $2.5bn49 holders, $94.5bn
Q1 202517 holders, $2.6bn53 holders, $72.6bn
Q2 202521 holders, $3.0bn50 holders, $77.5bn
Q3 202524 holders, $3.9bn49 holders, $107bn
Q4 202529 holders, $7.2bn54 holders, $152bn
Q1 202625 holders, $7.6bn56 holders, $148bn
Q2 202626 holders, $8.8bn53 holders, $194bn
EA

Electronic Arts Inc

Holders
24
Reported value
$3.9bn
Buyers
15
Sellers
10

Breadth +5 among 95 comparable managers.

UnclassifiedConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
49
Reported value
$107bn
Buyers
23
Sellers
25

Breadth -2 among 95 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 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 EA (5)

Bridgewater Associates LP, Davidson Kempner Capital Management LP, Soros Fund Management LLC, Verition Fund Management LLC, Winton Group Ltd

Only GOOG (30)

Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, and 5 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.

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