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
- $10.4bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 among 92 comparable managers.
Alphabet Inc
- Holders
- 62
- Reported value
- $236bn
- Buyers
- 32
- Sellers
- 31
Breadth +1 among 92 comparable managers.
Who holds both, Q4 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP
Only ADP (1)
Only GOOGL (43)
Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, 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.