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MBLY · MSFT 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.

MBLYMSFT
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.
  • MBLY
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterMBLYMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 2021none listed holders, n.a.62 holders, $273bn
Q3 2021none listed holders, n.a.64 holders, $283bn
Q4 2021none listed holders, n.a.65 holders, $336bn
Q1 2022none listed holders, n.a.63 holders, $297bn
Q2 2022none listed holders, n.a.67 holders, $245bn
Q3 2022none listed holders, n.a.68 holders, $216bn
Q4 202210 holders, $415m62 holders, $217bn
Q1 20236 holders, $521m65 holders, $254bn
Q2 202316 holders, $650m69 holders, $304bn
Q3 202311 holders, $644m71 holders, $281bn
Q4 20238 holders, $757m66 holders, $333bn
Q1 20247 holders, $724m68 holders, $361bn
Q2 20244 holders, $534m67 holders, $374bn
Q3 20246 holders, $242m69 holders, $356bn
Q4 20245 holders, $342m70 holders, $338bn
Q1 202511 holders, $406m67 holders, $294bn
Q2 202511 holders, $559m65 holders, $401bn
Q3 202514 holders, $504m70 holders, $427bn
Q4 202512 holders, $277m68 holders, $411bn
Q1 20266 holders, $122m64 holders, $312bn
Q2 20267 holders, $206m60 holders, $291bn
MBLY

Mobileye Global Inc

Holders
8
Reported value
$757m
Buyers
5
Sellers
6

Breadth -1 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
66
Reported value
$333bn
Buyers
20
Sellers
48

Breadth -28 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2023

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MBLY (0)

None.

Only MSFT (58)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, 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, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, and 33 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.

Back to the 13F Explorer →