Holders over time
- SPOT
- GOOG
| Quarter | SPOT | GOOG |
|---|---|---|
| Q3 2020 | 15 holders, $10.5bn | 47 holders, $73.8bn |
| Q4 2020 | 14 holders, $14.2bn | 48 holders, $88.6bn |
| Q1 2021 | 15 holders, $12.4bn | 42 holders, $102bn |
| Q2 2021 | 15 holders, $12.0bn | 42 holders, $122bn |
| Q3 2021 | 21 holders, $11.6bn | 44 holders, $128bn |
| Q4 2021 | 25 holders, $12.6bn | 48 holders, $138bn |
| Q1 2022 | 21 holders, $7.5bn | 48 holders, $125bn |
| Q2 2022 | 22 holders, $4.8bn | 46 holders, $93.3bn |
| Q3 2022 | 19 holders, $4.0bn | 46 holders, $79.3bn |
| Q4 2022 | 22 holders, $3.5bn | 46 holders, $62.7bn |
| Q1 2023 | 23 holders, $6.3bn | 48 holders, $65.5bn |
| Q2 2023 | 38 holders, $8.0bn | 43 holders, $75.1bn |
| Q3 2023 | 30 holders, $7.8bn | 45 holders, $81.6bn |
| Q4 2023 | 32 holders, $9.5bn | 45 holders, $82.8bn |
| Q1 2024 | 38 holders, $13.9bn | 46 holders, $83.4bn |
| Q2 2024 | 45 holders, $16.3bn | 45 holders, $98.4bn |
| Q3 2024 | 48 holders, $20.5bn | 48 holders, $86.1bn |
| Q4 2024 | 39 holders, $18.4bn | 49 holders, $94.5bn |
| Q1 2025 | 37 holders, $21.1bn | 53 holders, $72.6bn |
| Q2 2025 | 35 holders, $28.6bn | 50 holders, $77.5bn |
| Q3 2025 | 38 holders, $26.9bn | 49 holders, $107bn |
| Q4 2025 | 46 holders, $22.4bn | 54 holders, $152bn |
| Q1 2026 | 41 holders, $15.4bn | 56 holders, $148bn |
| Q2 2026 | 33 holders, $13.2bn | 53 holders, $194bn |
Spotify Technology S A
- Holders
- 33
- Reported value
- $13.2bn
- Buyers
- 19
- Sellers
- 33
Breadth -14 among 91 comparable managers.
Alphabet Inc
- Holders
- 53
- Reported value
- $194bn
- Buyers
- 30
- Sellers
- 29
Breadth +1 among 91 comparable managers.
Who holds both, Q2 2026
Both (26)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, GAMCO Investors Inc, Holocene Advisors LP, 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, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only SPOT (7)
Davidson Kempner Capital Management LP, Point72 Asset Management LP, Steadfast Capital Management LP, Tiger Global Management LLC, ValueAct Holdings LP, Walleye Capital LLC, Winton Group Ltd
Only GOOG (27)
Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, and 2 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.