Holders over time
- NSIT
- GOOG
| Quarter | NSIT | GOOG |
|---|---|---|
| Q3 2020 | 3 holders, $303m | 47 holders, $73.8bn |
| Q4 2020 | 2 holders, $399m | 48 holders, $88.6bn |
| Q1 2021 | 5 holders, $651m | 42 holders, $102bn |
| Q2 2021 | 2 holders, $783m | 42 holders, $122bn |
| Q3 2021 | 3 holders, $752m | 44 holders, $128bn |
| Q4 2021 | 5 holders, $1.0bn | 48 holders, $138bn |
| Q1 2022 | 6 holders, $1.1bn | 48 holders, $125bn |
| Q2 2022 | 7 holders, $868m | 46 holders, $93.3bn |
| Q3 2022 | 5 holders, $853m | 46 holders, $79.3bn |
| Q4 2022 | 4 holders, $1.1bn | 46 holders, $62.7bn |
| Q1 2023 | 6 holders, $1.6bn | 48 holders, $65.5bn |
| Q2 2023 | 7 holders, $1.7bn | 43 holders, $75.1bn |
| Q3 2023 | 8 holders, $1.8bn | 45 holders, $81.6bn |
| Q4 2023 | 9 holders, $2.1bn | 45 holders, $82.8bn |
| Q1 2024 | 10 holders, $2.4bn | 46 holders, $83.4bn |
| Q2 2024 | 10 holders, $2.6bn | 45 holders, $98.4bn |
| Q3 2024 | 7 holders, $2.7bn | 48 holders, $86.1bn |
| Q4 2024 | 9 holders, $1.8bn | 49 holders, $94.5bn |
| Q1 2025 | 7 holders, $1.8bn | 53 holders, $72.6bn |
| Q2 2025 | 7 holders, $1.4bn | 50 holders, $77.5bn |
| Q3 2025 | 6 holders, $611m | 49 holders, $107bn |
| Q4 2025 | 9 holders, $205m | 54 holders, $152bn |
| Q1 2026 | 4 holders, $16m | 56 holders, $148bn |
| Q2 2026 | 1 holders, $3.8m | 53 holders, $194bn |
Insight Enterprises Inc
- Holders
- 9
- Reported value
- $205m
- Buyers
- 23
- Sellers
- 12
Breadth +11 among 92 comparable managers.
Alphabet Inc
- Holders
- 54
- Reported value
- $152bn
- Buyers
- 26
- Sellers
- 26
Breadth 0 among 92 comparable managers.
Who holds both, Q4 2025
Both (4)
Capital Research Global Investors, Caxton Associates LLP, MFS Investment Management, Voloridge Investment Management LLC
Only NSIT (5)
Bridgewater Associates LP, Holocene Advisors LP, Quantbot Technologies LP, ValueAct Holdings LP, Winton Group Ltd
Only GOOG (50)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, and 25 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.