Holders over time
- U
- GOOGL
| Quarter | U | GOOGL |
|---|---|---|
| Q3 2020 | 13 holders, $2.4bn | 52 holders, $65.2bn |
| Q4 2020 | 12 holders, $5.1bn | 57 holders, $83.4bn |
| Q1 2021 | 13 holders, $2.4bn | 56 holders, $96.9bn |
| Q2 2021 | 9 holders, $2.5bn | 59 holders, $113bn |
| Q3 2021 | 8 holders, $3.0bn | 59 holders, $123bn |
| Q4 2021 | 15 holders, $3.4bn | 56 holders, $130bn |
| Q1 2022 | 9 holders, $1.8bn | 56 holders, $117bn |
| Q2 2022 | 7 holders, $685m | 49 holders, $88.7bn |
| Q3 2022 | 8 holders, $725m | 53 holders, $76.8bn |
| Q4 2022 | 8 holders, $631m | 55 holders, $122bn |
| Q1 2023 | 7 holders, $743m | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $1.1bn | 55 holders, $93.0bn |
| Q3 2023 | 9 holders, $732m | 59 holders, $103bn |
| Q4 2023 | 11 holders, $1.4bn | 57 holders, $105bn |
| Q1 2024 | 10 holders, $879m | 58 holders, $112bn |
| Q2 2024 | 9 holders, $477m | 56 holders, $132bn |
| Q3 2024 | 7 holders, $692m | 58 holders, $119bn |
| Q4 2024 | 11 holders, $539m | 58 holders, $141bn |
| Q1 2025 | 7 holders, $534m | 61 holders, $106bn |
| Q2 2025 | 8 holders, $888m | 57 holders, $117bn |
| Q3 2025 | 14 holders, $2.0bn | 61 holders, $174bn |
| Q4 2025 | 23 holders, $2.6bn | 62 holders, $236bn |
| Q1 2026 | 15 holders, $1.3bn | 65 holders, $233bn |
| Q2 2026 | 18 holders, $1.9bn | 64 holders, $309bn |
Unity Software Inc
- Holders
- 23
- Reported value
- $2.6bn
- Buyers
- 23
- Sellers
- 15
Breadth +8 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 (20)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Jane Street Group LLC, MFS Investment Management, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only GOOGL (42)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 17 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.