Holders over time
- MSFT
- AMZN
| Quarter | MSFT | AMZN |
|---|---|---|
| Q3 2020 | 63 holders, $218bn | 63 holders, $195bn |
| Q4 2020 | 66 holders, $228bn | 65 holders, $198bn |
| Q1 2021 | 65 holders, $241bn | 65 holders, $193bn |
| Q2 2021 | 62 holders, $273bn | 66 holders, $221bn |
| Q3 2021 | 64 holders, $283bn | 59 holders, $199bn |
| Q4 2021 | 65 holders, $336bn | 66 holders, $209bn |
| Q1 2022 | 63 holders, $297bn | 66 holders, $201bn |
| Q2 2022 | 67 holders, $245bn | 58 holders, $125bn |
| Q3 2022 | 68 holders, $216bn | 60 holders, $136bn |
| Q4 2022 | 62 holders, $217bn | 56 holders, $93.6bn |
| Q1 2023 | 65 holders, $254bn | 61 holders, $112bn |
| Q2 2023 | 69 holders, $304bn | 64 holders, $144bn |
| Q3 2023 | 71 holders, $281bn | 65 holders, $141bn |
| Q4 2023 | 66 holders, $333bn | 69 holders, $172bn |
| Q1 2024 | 68 holders, $361bn | 69 holders, $209bn |
| Q2 2024 | 67 holders, $374bn | 70 holders, $224bn |
| Q3 2024 | 69 holders, $356bn | 62 holders, $206bn |
| Q4 2024 | 70 holders, $338bn | 68 holders, $250bn |
| Q1 2025 | 67 holders, $294bn | 70 holders, $218bn |
| Q2 2025 | 65 holders, $401bn | 71 holders, $253bn |
| Q3 2025 | 70 holders, $427bn | 69 holders, $244bn |
| Q4 2025 | 68 holders, $411bn | 74 holders, $280bn |
| Q1 2026 | 64 holders, $312bn | 70 holders, $261bn |
| Q2 2026 | 60 holders, $291bn | 72 holders, $305bn |
Microsoft Corp
- Holders
- 69
- Reported value
- $356bn
- Buyers
- 33
- Sellers
- 33
Breadth 0 among 94 comparable managers.
Amazon Com Inc
- Holders
- 62
- Reported value
- $206bn
- Buyers
- 20
- Sellers
- 43
Breadth -23 among 94 comparable managers.
Who holds both, Q3 2024
Both (56)
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, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 16 more
Only MSFT (13)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Holocene Advisors LP, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Investments LP
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.