Holders over time
- BABA
- GOOG
| Quarter | BABA | GOOG |
|---|---|---|
| Q3 2020 | 56 holders, $71.2bn | 47 holders, $73.8bn |
| Q4 2020 | 46 holders, $50.4bn | 48 holders, $88.6bn |
| Q1 2021 | 46 holders, $44.4bn | 42 holders, $102bn |
| Q2 2021 | 41 holders, $36.2bn | 42 holders, $122bn |
| Q3 2021 | 32 holders, $16.9bn | 44 holders, $128bn |
| Q4 2021 | 29 holders, $9.5bn | 48 holders, $138bn |
| Q1 2022 | 24 holders, $7.6bn | 48 holders, $125bn |
| Q2 2022 | 31 holders, $7.3bn | 46 holders, $93.3bn |
| Q3 2022 | 27 holders, $5.6bn | 46 holders, $79.3bn |
| Q4 2022 | 32 holders, $5.5bn | 46 holders, $62.7bn |
| Q1 2023 | 40 holders, $7.7bn | 48 holders, $65.5bn |
| Q2 2023 | 30 holders, $6.0bn | 43 holders, $75.1bn |
| Q3 2023 | 31 holders, $5.9bn | 45 holders, $81.6bn |
| Q4 2023 | 30 holders, $5.5bn | 45 holders, $82.8bn |
| Q1 2024 | 26 holders, $5.3bn | 46 holders, $83.4bn |
| Q2 2024 | 29 holders, $4.6bn | 45 holders, $98.4bn |
| Q3 2024 | 32 holders, $7.5bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $4.5bn | 49 holders, $94.5bn |
| Q1 2025 | 33 holders, $10.9bn | 53 holders, $72.6bn |
| Q2 2025 | 20 holders, $5.3bn | 50 holders, $77.5bn |
| Q3 2025 | 28 holders, $9.1bn | 49 holders, $107bn |
| Q4 2025 | 26 holders, $6.6bn | 54 holders, $152bn |
| Q1 2026 | 21 holders, $4.8bn | 56 holders, $148bn |
| Q2 2026 | 20 holders, $2.6bn | 53 holders, $194bn |
Alibaba Group HLDG LTD
- Holders
- 21
- Reported value
- $4.8bn
- Buyers
- 14
- Sellers
- 24
Breadth -10 among 91 comparable managers.
Alphabet Inc
- Holders
- 56
- Reported value
- $148bn
- Buyers
- 25
- Sellers
- 34
Breadth -9 among 91 comparable managers.
Who holds both, Q1 2026
Both (20)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC
Only BABA (1)
Only GOOG (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, and 11 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.