Holders over time
- PLTR
- GOOGL
| Quarter | PLTR | GOOGL |
|---|---|---|
| Q3 2020 | 5 holders, $543m | 52 holders, $65.2bn |
| Q4 2020 | 11 holders, $843m | 57 holders, $83.4bn |
| Q1 2021 | 8 holders, $1.3bn | 56 holders, $96.9bn |
| Q2 2021 | 6 holders, $1.6bn | 59 holders, $113bn |
| Q3 2021 | 7 holders, $1.9bn | 59 holders, $123bn |
| Q4 2021 | 7 holders, $1.6bn | 56 holders, $130bn |
| Q1 2022 | 6 holders, $541m | 56 holders, $117bn |
| Q2 2022 | 5 holders, $393m | 49 holders, $88.7bn |
| Q3 2022 | 7 holders, $414m | 53 holders, $76.8bn |
| Q4 2022 | 6 holders, $471m | 55 holders, $122bn |
| Q1 2023 | 7 holders, $589m | 54 holders, $79.8bn |
| Q2 2023 | 10 holders, $1.6bn | 55 holders, $93.0bn |
| Q3 2023 | 13 holders, $2.2bn | 59 holders, $103bn |
| Q4 2023 | 15 holders, $2.2bn | 57 holders, $105bn |
| Q1 2024 | 17 holders, $2.9bn | 58 holders, $112bn |
| Q2 2024 | 13 holders, $2.8bn | 56 holders, $132bn |
| Q3 2024 | 16 holders, $3.6bn | 58 holders, $119bn |
| Q4 2024 | 24 holders, $7.4bn | 58 holders, $141bn |
| Q1 2025 | 36 holders, $9.6bn | 61 holders, $106bn |
| Q2 2025 | 38 holders, $17.3bn | 57 holders, $117bn |
| Q3 2025 | 38 holders, $23.3bn | 61 holders, $174bn |
| Q4 2025 | 36 holders, $32.4bn | 62 holders, $236bn |
| Q1 2026 | 35 holders, $26.3bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $22.3bn | 64 holders, $309bn |
Palantir Technologies Inc
- Holders
- 35
- Reported value
- $26.3bn
- Buyers
- 22
- Sellers
- 20
Breadth +2 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 (33)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only PLTR (2)
Only GOOGL (32)
Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, and 7 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.