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INTU · GOOGL 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.

INTUGOOGL
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.
  • INTU
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterINTUGOOGL
Q3 202026 holders, $14.3bn52 holders, $65.2bn
Q4 202031 holders, $17.7bn57 holders, $83.4bn
Q1 202131 holders, $17.8bn56 holders, $96.9bn
Q2 202126 holders, $22.7bn59 holders, $113bn
Q3 202135 holders, $24.0bn59 holders, $123bn
Q4 202137 holders, $27.9bn56 holders, $130bn
Q1 202235 holders, $19.8bn56 holders, $117bn
Q2 202238 holders, $16.3bn49 holders, $88.7bn
Q3 202233 holders, $15.7bn53 holders, $76.8bn
Q4 202236 holders, $16.7bn55 holders, $122bn
Q1 202332 holders, $18.0bn54 holders, $79.8bn
Q2 202333 holders, $16.8bn55 holders, $93.0bn
Q3 202336 holders, $17.7bn59 holders, $103bn
Q4 202329 holders, $21.7bn57 holders, $105bn
Q1 202429 holders, $22.0bn58 holders, $112bn
Q2 202430 holders, $21.4bn56 holders, $132bn
Q3 202438 holders, $20.2bn58 holders, $119bn
Q4 202434 holders, $22.1bn58 holders, $141bn
Q1 202541 holders, $23.1bn61 holders, $106bn
Q2 202544 holders, $26.6bn57 holders, $117bn
Q3 202539 holders, $20.0bn61 holders, $174bn
Q4 202530 holders, $22.2bn62 holders, $236bn
Q1 202630 holders, $14.0bn65 holders, $233bn
Q2 202626 holders, $8.7bn64 holders, $309bn
INTU

Intuit

Holders
39
Reported value
$20.0bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
61
Reported value
$174bn
Buyers
29
Sellers
31

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q3 2025

Among the 67 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP

Only INTU (6)

ARK Investment Management LLC, Durable Capital Partners LP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Viking Global Investors LP, Winton Group Ltd

Only GOOGL (28)

Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 3 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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