Holders over time
- NOW
- GOOGL
| Quarter | NOW | GOOGL |
|---|---|---|
| Q3 2020 | 29 holders, $20.2bn | 52 holders, $65.2bn |
| Q4 2020 | 30 holders, $21.9bn | 57 holders, $83.4bn |
| Q1 2021 | 32 holders, $20.9bn | 56 holders, $96.9bn |
| Q2 2021 | 36 holders, $23.7bn | 59 holders, $113bn |
| Q3 2021 | 39 holders, $26.5bn | 59 holders, $123bn |
| Q4 2021 | 37 holders, $27.1bn | 56 holders, $130bn |
| Q1 2022 | 33 holders, $21.5bn | 56 holders, $117bn |
| Q2 2022 | 33 holders, $17.5bn | 49 holders, $88.7bn |
| Q3 2022 | 33 holders, $14.1bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $14.8bn | 55 holders, $122bn |
| Q1 2023 | 30 holders, $16.1bn | 54 holders, $79.8bn |
| Q2 2023 | 27 holders, $18.7bn | 55 holders, $93.0bn |
| Q3 2023 | 35 holders, $18.3bn | 59 holders, $103bn |
| Q4 2023 | 31 holders, $22.5bn | 57 holders, $105bn |
| Q1 2024 | 35 holders, $23.9bn | 58 holders, $112bn |
| Q2 2024 | 35 holders, $22.8bn | 56 holders, $132bn |
| Q3 2024 | 28 holders, $25.9bn | 58 holders, $119bn |
| Q4 2024 | 35 holders, $30.5bn | 58 holders, $141bn |
| Q1 2025 | 35 holders, $20.3bn | 61 holders, $106bn |
| Q2 2025 | 30 holders, $24.9bn | 57 holders, $117bn |
| Q3 2025 | 31 holders, $20.0bn | 61 holders, $174bn |
| Q4 2025 | 38 holders, $17.6bn | 62 holders, $236bn |
| Q1 2026 | 37 holders, $12.2bn | 65 holders, $233bn |
| Q2 2026 | 34 holders, $7.9bn | 64 holders, $309bn |
Servicenow Inc
- Holders
- 38
- Reported value
- $17.6bn
- Buyers
- 42
- Sellers
- 4
Breadth +38 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 (36)
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, Caxton Associates LLP, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only NOW (2)
Only GOOGL (26)
Altimeter Capital Management LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Light Street Capital Management LLC, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, and 1 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.