Holders over time
- INTU
- MSFT
| Quarter | INTU | MSFT |
|---|---|---|
| Q3 2020 | 26 holders, $14.3bn | 63 holders, $218bn |
| Q4 2020 | 31 holders, $17.7bn | 66 holders, $228bn |
| Q1 2021 | 31 holders, $17.8bn | 65 holders, $241bn |
| Q2 2021 | 26 holders, $22.7bn | 62 holders, $273bn |
| Q3 2021 | 35 holders, $24.0bn | 64 holders, $283bn |
| Q4 2021 | 37 holders, $27.9bn | 65 holders, $336bn |
| Q1 2022 | 35 holders, $19.8bn | 63 holders, $297bn |
| Q2 2022 | 38 holders, $16.3bn | 67 holders, $245bn |
| Q3 2022 | 33 holders, $15.7bn | 68 holders, $216bn |
| Q4 2022 | 36 holders, $16.7bn | 62 holders, $217bn |
| Q1 2023 | 32 holders, $18.0bn | 65 holders, $254bn |
| Q2 2023 | 33 holders, $16.8bn | 69 holders, $304bn |
| Q3 2023 | 36 holders, $17.7bn | 71 holders, $281bn |
| Q4 2023 | 29 holders, $21.7bn | 66 holders, $333bn |
| Q1 2024 | 29 holders, $22.0bn | 68 holders, $361bn |
| Q2 2024 | 30 holders, $21.4bn | 67 holders, $374bn |
| Q3 2024 | 38 holders, $20.2bn | 69 holders, $356bn |
| Q4 2024 | 34 holders, $22.1bn | 70 holders, $338bn |
| Q1 2025 | 41 holders, $23.1bn | 67 holders, $294bn |
| Q2 2025 | 44 holders, $26.6bn | 65 holders, $401bn |
| Q3 2025 | 39 holders, $20.0bn | 70 holders, $427bn |
| Q4 2025 | 30 holders, $22.2bn | 68 holders, $411bn |
| Q1 2026 | 30 holders, $14.0bn | 64 holders, $312bn |
| Q2 2026 | 26 holders, $8.7bn | 60 holders, $291bn |
Intuit
- Holders
- 38
- Reported value
- $20.2bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 among 94 comparable managers.
Microsoft Corp
- Holders
- 69
- Reported value
- $356bn
- Buyers
- 33
- Sellers
- 33
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only INTU (2)
Only MSFT (33)
Altimeter Capital Management LP, Appaloosa LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, and 8 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.