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NFLX · 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.

NFLXGOOGL
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.
  • NFLX
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterNFLXGOOGL
Q3 202043 holders, $57.4bn52 holders, $65.2bn
Q4 202048 holders, $63.2bn57 holders, $83.4bn
Q1 202144 holders, $60.9bn56 holders, $96.9bn
Q2 202151 holders, $59.3bn59 holders, $113bn
Q3 202142 holders, $67.8bn59 holders, $123bn
Q4 202146 holders, $64.2bn56 holders, $130bn
Q1 202242 holders, $34.9bn56 holders, $117bn
Q2 202235 holders, $15.0bn49 holders, $88.7bn
Q3 202237 holders, $21.8bn53 holders, $76.8bn
Q4 202236 holders, $30.4bn55 holders, $122bn
Q1 202342 holders, $33.8bn54 holders, $79.8bn
Q2 202343 holders, $42.3bn55 holders, $93.0bn
Q3 202343 holders, $33.1bn59 holders, $103bn
Q4 202339 holders, $42.1bn57 holders, $105bn
Q1 202444 holders, $50.0bn58 holders, $112bn
Q2 202444 holders, $55.5bn56 holders, $132bn
Q3 202444 holders, $55.8bn58 holders, $119bn
Q4 202451 holders, $73.4bn58 holders, $141bn
Q1 202550 holders, $76.5bn61 holders, $106bn
Q2 202545 holders, $106bn57 holders, $117bn
Q3 202550 holders, $91.6bn61 holders, $174bn
Q4 202548 holders, $73.1bn62 holders, $236bn
Q1 202644 holders, $74.2bn65 holders, $233bn
Q2 202638 holders, $50.9bn64 holders, $309bn
NFLX

Netflix Inc.

Holders
38
Reported value
$50.9bn
Buyers
22
Sellers
28

Breadth -6 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOGL

Alphabet Inc

Holders
64
Reported value
$309bn
Buyers
33
Sellers
34

Breadth -1 among 91 comparable managers.

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

Who holds both, Q2 2026

Among the 67 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP

Only NFLX (3)

Millennium Management LLC, Pershing Square Capital Management LP, Walleye Capital LLC

Only GOOGL (29)

Altimeter Capital Management LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Third Point LLC, Tiger Global Management LLC, Two Sigma Investments LP, 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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