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ADSK · 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.

ADSKMSFT
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.
  • ADSK
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterADSKMSFT
Q3 202028 holders, $11.0bn63 holders, $218bn
Q4 202025 holders, $13.2bn66 holders, $228bn
Q1 202126 holders, $10.8bn65 holders, $241bn
Q2 202128 holders, $11.2bn62 holders, $273bn
Q3 202121 holders, $10.4bn64 holders, $283bn
Q4 202118 holders, $8.7bn65 holders, $336bn
Q1 202223 holders, $6.7bn63 holders, $297bn
Q2 202225 holders, $5.2bn67 holders, $245bn
Q3 202222 holders, $6.1bn68 holders, $216bn
Q4 202224 holders, $6.0bn62 holders, $217bn
Q1 202330 holders, $6.6bn65 holders, $254bn
Q2 202327 holders, $5.3bn69 holders, $304bn
Q3 202321 holders, $4.7bn71 holders, $281bn
Q4 202324 holders, $5.9bn66 holders, $333bn
Q1 202423 holders, $7.5bn68 holders, $361bn
Q2 202428 holders, $6.0bn67 holders, $374bn
Q3 202428 holders, $7.7bn69 holders, $356bn
Q4 202431 holders, $8.6bn70 holders, $338bn
Q1 202539 holders, $6.9bn67 holders, $294bn
Q2 202530 holders, $7.5bn65 holders, $401bn
Q3 202534 holders, $8.4bn70 holders, $427bn
Q4 202531 holders, $9.0bn68 holders, $411bn
Q1 202628 holders, $6.5bn64 holders, $312bn
Q2 202619 holders, $4.5bn60 holders, $291bn
ADSK

Autodesk Inc

Holders
28
Reported value
$6.0bn
Buyers
18
Sellers
10

Breadth +8 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPIndustrials and automation · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
67
Reported value
$374bn
Buyers
27
Sellers
38

Breadth -11 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2024

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ADSK (3)

Eisler Capital Management Ltd, Light Street Capital Management LLC, Point72 Asset Management LP

Only MSFT (42)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, and 17 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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