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ORCL · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ORCLGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ORCL
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterORCLGOOGL
Q3 202029 holders, $8.1bn52 holders, $65.2bn
Q4 202022 holders, $8.2bn57 holders, $83.4bn
Q1 202125 holders, $8.8bn56 holders, $96.9bn
Q2 202121 holders, $8.9bn59 holders, $113bn
Q3 202124 holders, $9.6bn59 holders, $123bn
Q4 202126 holders, $10.0bn56 holders, $130bn
Q1 202227 holders, $10.2bn56 holders, $117bn
Q2 202231 holders, $9.4bn49 holders, $88.7bn
Q3 202226 holders, $7.9bn53 holders, $76.8bn
Q4 202226 holders, $22.1bn55 holders, $122bn
Q1 202323 holders, $12.7bn54 holders, $79.8bn
Q2 202334 holders, $18.7bn55 holders, $93.0bn
Q3 202324 holders, $15.6bn59 holders, $103bn
Q4 202335 holders, $15.1bn57 holders, $105bn
Q1 202436 holders, $17.6bn58 holders, $112bn
Q2 202434 holders, $20.4bn56 holders, $132bn
Q3 202433 holders, $25.8bn58 holders, $119bn
Q4 202430 holders, $24.1bn58 holders, $141bn
Q1 202534 holders, $20.4bn61 holders, $106bn
Q2 202545 holders, $33.0bn57 holders, $117bn
Q3 202536 holders, $46.8bn61 holders, $174bn
Q4 202536 holders, $30.4bn62 holders, $236bn
Q1 202637 holders, $21.3bn65 holders, $233bn
Q2 202636 holders, $24.2bn64 holders, $309bn
ORCL

Oracle Corp

Holders
37
Reported value
$21.3bn
Buyers
21
Sellers
24

Breadth -3 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
65
Reported value
$233bn
Buyers
28
Sellers
37

Breadth -9 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q1 2026

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, 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, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

Only ORCL (1)

Davidson Kempner Capital Management LP

Only GOOGL (29)

Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, TCI Fund Management Ltd, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, and 4 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.

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