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YMM · 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.

YMMGOOGL
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.
  • YMM
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterYMMGOOGL
Q3 2020none listed holders, n.a.52 holders, $65.2bn
Q4 2020none listed holders, n.a.57 holders, $83.4bn
Q1 2021none listed holders, n.a.56 holders, $96.9bn
Q2 20217 holders, $1.0bn59 holders, $113bn
Q3 20212 holders, $355m59 holders, $123bn
Q4 20213 holders, $400m56 holders, $130bn
Q1 20224 holders, $357m56 holders, $117bn
Q2 20226 holders, $625m49 holders, $88.7bn
Q3 20223 holders, $464m53 holders, $76.8bn
Q4 20223 holders, $552m55 holders, $122bn
Q1 20235 holders, $573m54 holders, $79.8bn
Q2 20234 holders, $459m55 holders, $93.0bn
Q3 20234 holders, $479m59 holders, $103bn
Q4 20233 holders, $458m57 holders, $105bn
Q1 20244 holders, $390m58 holders, $112bn
Q2 20247 holders, $707m56 holders, $132bn
Q3 20246 holders, $715m58 holders, $119bn
Q4 20248 holders, $803m58 holders, $141bn
Q1 20259 holders, $795m61 holders, $106bn
Q2 20256 holders, $645m57 holders, $117bn
Q3 20254 holders, $815m61 holders, $174bn
Q4 20253 holders, $663m62 holders, $236bn
Q1 20266 holders, $698m65 holders, $233bn
Q2 20263 holders, $541m64 holders, $309bn
YMM

Full Truck Alliance Co LTD

Holders
6
Reported value
$698m
Buyers
16
Sellers
8

Breadth +8 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 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only YMM (0)

None.

Only GOOGL (59)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 34 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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