Holders over time
- SNOW
- GOOGL
| Quarter | SNOW | GOOGL |
|---|---|---|
| Q3 2020 | 26 holders, $6.7bn | 52 holders, $65.2bn |
| Q4 2020 | 27 holders, $10.1bn | 57 holders, $83.4bn |
| Q1 2021 | 30 holders, $15.1bn | 56 holders, $96.9bn |
| Q2 2021 | 28 holders, $14.8bn | 59 holders, $113bn |
| Q3 2021 | 30 holders, $19.1bn | 59 holders, $123bn |
| Q4 2021 | 41 holders, $21.4bn | 56 holders, $130bn |
| Q1 2022 | 31 holders, $14.1bn | 56 holders, $117bn |
| Q2 2022 | 27 holders, $8.9bn | 49 holders, $88.7bn |
| Q3 2022 | 28 holders, $10.2bn | 53 holders, $76.8bn |
| Q4 2022 | 30 holders, $7.8bn | 55 holders, $122bn |
| Q1 2023 | 28 holders, $8.7bn | 54 holders, $79.8bn |
| Q2 2023 | 28 holders, $9.6bn | 55 holders, $93.0bn |
| Q3 2023 | 27 holders, $7.4bn | 59 holders, $103bn |
| Q4 2023 | 34 holders, $9.7bn | 57 holders, $105bn |
| Q1 2024 | 33 holders, $6.4bn | 58 holders, $112bn |
| Q2 2024 | 34 holders, $5.2bn | 56 holders, $132bn |
| Q3 2024 | 27 holders, $3.5bn | 58 holders, $119bn |
| Q4 2024 | 31 holders, $5.5bn | 58 holders, $141bn |
| Q1 2025 | 28 holders, $5.5bn | 61 holders, $106bn |
| Q2 2025 | 36 holders, $9.9bn | 57 holders, $117bn |
| Q3 2025 | 33 holders, $10.1bn | 61 holders, $174bn |
| Q4 2025 | 27 holders, $9.5bn | 62 holders, $236bn |
| Q1 2026 | 22 holders, $6.1bn | 65 holders, $233bn |
| Q2 2026 | 42 holders, $13.2bn | 64 holders, $309bn |
Snowflake Inc
- Holders
- 22
- Reported value
- $6.1bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 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 (20)
AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only GOOGL (45)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., 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, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, and 20 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.