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NFLX · 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.

NFLXGOOG
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.
  • NFLX
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterNFLXGOOG
Q3 202043 holders, $57.4bn47 holders, $73.8bn
Q4 202048 holders, $63.2bn48 holders, $88.6bn
Q1 202144 holders, $60.9bn42 holders, $102bn
Q2 202151 holders, $59.3bn42 holders, $122bn
Q3 202142 holders, $67.8bn44 holders, $128bn
Q4 202146 holders, $64.2bn48 holders, $138bn
Q1 202242 holders, $34.9bn48 holders, $125bn
Q2 202235 holders, $15.0bn46 holders, $93.3bn
Q3 202237 holders, $21.8bn46 holders, $79.3bn
Q4 202236 holders, $30.4bn46 holders, $62.7bn
Q1 202342 holders, $33.8bn48 holders, $65.5bn
Q2 202343 holders, $42.3bn43 holders, $75.1bn
Q3 202343 holders, $33.1bn45 holders, $81.6bn
Q4 202339 holders, $42.1bn45 holders, $82.8bn
Q1 202444 holders, $50.0bn46 holders, $83.4bn
Q2 202444 holders, $55.5bn45 holders, $98.4bn
Q3 202444 holders, $55.8bn48 holders, $86.1bn
Q4 202451 holders, $73.4bn49 holders, $94.5bn
Q1 202550 holders, $76.5bn53 holders, $72.6bn
Q2 202545 holders, $106bn50 holders, $77.5bn
Q3 202550 holders, $91.6bn49 holders, $107bn
Q4 202548 holders, $73.1bn54 holders, $152bn
Q1 202644 holders, $74.2bn56 holders, $148bn
Q2 202638 holders, $50.9bn53 holders, $194bn
NFLX

Netflix Inc.

Holders
48
Reported value
$73.1bn
Buyers
4
Sellers
6

A share split this quarter: the changes in shares are the split, not buying or selling.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
54
Reported value
$152bn
Buyers
26
Sellers
26

Breadth 0 among 92 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (41)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 more

Only NFLX (7)

Holocene Advisors LP, Light Street Capital Management LLC, Quantbot Technologies LP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd

Only GOOG (13)

Appaloosa LP, Baupost Group LLC, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Soroban Capital Partners LP, TCI Fund Management Ltd

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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