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NTES · 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.

NTESMSFT
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.
  • NTES
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterNTESMSFT
Q3 202021 holders, $4.2bn63 holders, $218bn
Q4 202015 holders, $3.5bn66 holders, $228bn
Q1 202114 holders, $4.1bn65 holders, $241bn
Q2 202118 holders, $4.8bn62 holders, $273bn
Q3 202116 holders, $3.0bn64 holders, $283bn
Q4 202114 holders, $3.7bn65 holders, $336bn
Q1 202211 holders, $2.7bn63 holders, $297bn
Q2 202212 holders, $3.2bn67 holders, $245bn
Q3 20229 holders, $2.1bn68 holders, $216bn
Q4 20229 holders, $1.9bn62 holders, $217bn
Q1 20237 holders, $2.2bn65 holders, $254bn
Q2 202310 holders, $2.0bn69 holders, $304bn
Q3 20238 holders, $1.4bn71 holders, $281bn
Q4 202313 holders, $1.4bn66 holders, $333bn
Q1 202412 holders, $929m68 holders, $361bn
Q2 202414 holders, $907m67 holders, $374bn
Q3 202411 holders, $943m69 holders, $356bn
Q4 202411 holders, $1.2bn70 holders, $338bn
Q1 202510 holders, $1.6bn67 holders, $294bn
Q2 20259 holders, $1.5bn65 holders, $401bn
Q3 20257 holders, $1.4bn70 holders, $427bn
Q4 20256 holders, $1.1bn68 holders, $411bn
Q1 20268 holders, $825m64 holders, $312bn
Q2 20267 holders, $945m60 holders, $291bn
NTES

Netease Com Inc

Holders
14
Reported value
$907m
Buyers
10
Sellers
3

Breadth +7 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 NTES (1)

Point72 Asset Management LP

Only MSFT (54)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 29 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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