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
- 31
- Reported value
- $22.3bn
- Buyers
- 17
- Sellers
- 26
Breadth -9 among 91 comparable managers.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (29)
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, 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, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only PLTR (2)
Only GOOGL (35)
Altimeter Capital Management LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, 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, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, and 10 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.