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IIIV · 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.

IIIVMSFT
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.
  • IIIV
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterIIIVMSFT
Q3 20201 holders, $1.7m63 holders, $218bn
Q4 20201 holders, $3.0m66 holders, $228bn
Q1 20211 holders, $2.8m65 holders, $241bn
Q2 20211 holders, $2.8m62 holders, $273bn
Q3 20211 holders, $2.8m64 holders, $283bn
Q4 20211 holders, $4.2m65 holders, $336bn
Q1 20221 holders, $5.2m63 holders, $297bn
Q2 20221 holders, $4.6m67 holders, $245bn
Q3 20221 holders, $3.6m68 holders, $216bn
Q4 20221 holders, $4.3m62 holders, $217bn
Q1 20231 holders, $4.1m65 holders, $254bn
Q2 20231 holders, $3.7m69 holders, $304bn
Q3 20231 holders, $2.7m71 holders, $281bn
Q4 20231 holders, $2.3m66 holders, $333bn
Q1 20241 holders, $2.5m68 holders, $361bn
Q2 20241 holders, $2.6m67 holders, $374bn
Q3 2024none listed holders, n.a.69 holders, $356bn
Q4 20241 holders, $2.1m70 holders, $338bn
Q1 20251 holders, $2.2m67 holders, $294bn
Q2 2025none listed holders, n.a.65 holders, $401bn
Q3 20251 holders, $2.4m70 holders, $427bn
Q4 2025none listed holders, n.a.68 holders, $411bn
Q1 20261 holders, $8.5m64 holders, $312bn
Q2 20261 holders, $15m60 holders, $291bn
IIIV

I3 Verticals Inc

Holders
1
Reported value
$2.6m
Buyers
1
Sellers
0

Breadth +1 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 67 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IIIV (0)

None.

Only MSFT (66)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, 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, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), and 41 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 →