Holders over time
- ADBE
- GOOGL
| Quarter | ADBE | GOOGL |
|---|---|---|
| Q3 2020 | 42 holders, $38.5bn | 52 holders, $65.2bn |
| Q4 2020 | 39 holders, $38.0bn | 57 holders, $83.4bn |
| Q1 2021 | 38 holders, $35.2bn | 56 holders, $96.9bn |
| Q2 2021 | 30 holders, $42.1bn | 59 holders, $113bn |
| Q3 2021 | 37 holders, $41.8bn | 59 holders, $123bn |
| Q4 2021 | 35 holders, $38.7bn | 56 holders, $130bn |
| Q1 2022 | 39 holders, $26.6bn | 56 holders, $117bn |
| Q2 2022 | 35 holders, $19.6bn | 49 holders, $88.7bn |
| Q3 2022 | 44 holders, $14.4bn | 53 holders, $76.8bn |
| Q4 2022 | 41 holders, $40.8bn | 55 holders, $122bn |
| Q1 2023 | 41 holders, $18.0bn | 54 holders, $79.8bn |
| Q2 2023 | 43 holders, $23.6bn | 55 holders, $93.0bn |
| Q3 2023 | 44 holders, $24.6bn | 59 holders, $103bn |
| Q4 2023 | 43 holders, $30.1bn | 57 holders, $105bn |
| Q1 2024 | 46 holders, $24.4bn | 58 holders, $112bn |
| Q2 2024 | 44 holders, $26.2bn | 56 holders, $132bn |
| Q3 2024 | 47 holders, $23.6bn | 58 holders, $119bn |
| Q4 2024 | 44 holders, $17.0bn | 58 holders, $141bn |
| Q1 2025 | 43 holders, $14.2bn | 61 holders, $106bn |
| Q2 2025 | 40 holders, $15.1bn | 57 holders, $117bn |
| Q3 2025 | 33 holders, $13.6bn | 61 holders, $174bn |
| Q4 2025 | 36 holders, $17.3bn | 62 holders, $236bn |
| Q1 2026 | 32 holders, $11.8bn | 65 holders, $233bn |
| Q2 2026 | 24 holders, $7.9bn | 64 holders, $309bn |
Adobe Inc
- Holders
- 32
- Reported value
- $11.8bn
- Buyers
- 22
- Sellers
- 25
Breadth -3 among 91 comparable managers.
Alphabet Inc
- Holders
- 65
- Reported value
- $233bn
- Buyers
- 28
- Sellers
- 37
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (32)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only ADBE (0)
None.
Only GOOGL (33)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, and 8 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.