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CRWD · 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.

CRWDMSFT
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.
  • CRWD
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterCRWDMSFT
Q3 202026 holders, $5.4bn63 holders, $218bn
Q4 202034 holders, $8.6bn66 holders, $228bn
Q1 202132 holders, $6.5bn65 holders, $241bn
Q2 202131 holders, $9.3bn62 holders, $273bn
Q3 202131 holders, $8.5bn64 holders, $283bn
Q4 202130 holders, $5.8bn65 holders, $336bn
Q1 202235 holders, $6.6bn63 holders, $297bn
Q2 202231 holders, $4.8bn67 holders, $245bn
Q3 202234 holders, $3.5bn68 holders, $216bn
Q4 202225 holders, $2.4bn62 holders, $217bn
Q1 202325 holders, $2.3bn65 holders, $254bn
Q2 202318 holders, $1.9bn69 holders, $304bn
Q3 202324 holders, $2.2bn71 holders, $281bn
Q4 202324 holders, $5.4bn66 holders, $333bn
Q1 202437 holders, $7.4bn68 holders, $361bn
Q2 202431 holders, $7.5bn67 holders, $374bn
Q3 202426 holders, $3.5bn69 holders, $356bn
Q4 202423 holders, $3.5bn70 holders, $338bn
Q1 202519 holders, $4.0bn67 holders, $294bn
Q2 202526 holders, $7.1bn65 holders, $401bn
Q3 202519 holders, $6.7bn70 holders, $427bn
Q4 202522 holders, $9.7bn68 holders, $411bn
Q1 202625 holders, $9.2bn64 holders, $312bn
Q2 202631 holders, $20.4bn60 holders, $291bn
CRWD

Crowdstrike HLDGS Inc

Holders
31
Reported value
$7.5bn
Buyers
15
Sellers
15

Breadth 0 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · 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 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CRWD (1)

PDT Partners LLC

Only MSFT (37)

Altimeter Capital Management LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, and 12 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 →