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ADBE · 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.

ADBEMSFT
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.
  • ADBE
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterADBEMSFT
Q3 202042 holders, $38.5bn63 holders, $218bn
Q4 202039 holders, $38.0bn66 holders, $228bn
Q1 202138 holders, $35.2bn65 holders, $241bn
Q2 202130 holders, $42.1bn62 holders, $273bn
Q3 202137 holders, $41.8bn64 holders, $283bn
Q4 202135 holders, $38.7bn65 holders, $336bn
Q1 202239 holders, $26.6bn63 holders, $297bn
Q2 202235 holders, $19.6bn67 holders, $245bn
Q3 202244 holders, $14.4bn68 holders, $216bn
Q4 202241 holders, $40.8bn62 holders, $217bn
Q1 202341 holders, $18.0bn65 holders, $254bn
Q2 202343 holders, $23.6bn69 holders, $304bn
Q3 202344 holders, $24.6bn71 holders, $281bn
Q4 202343 holders, $30.1bn66 holders, $333bn
Q1 202446 holders, $24.4bn68 holders, $361bn
Q2 202444 holders, $26.2bn67 holders, $374bn
Q3 202447 holders, $23.6bn69 holders, $356bn
Q4 202444 holders, $17.0bn70 holders, $338bn
Q1 202543 holders, $14.2bn67 holders, $294bn
Q2 202540 holders, $15.1bn65 holders, $401bn
Q3 202533 holders, $13.6bn70 holders, $427bn
Q4 202536 holders, $17.3bn68 holders, $411bn
Q1 202632 holders, $11.8bn64 holders, $312bn
Q2 202624 holders, $7.9bn60 holders, $291bn
ADBE

Adobe Inc

Holders
44
Reported value
$17.0bn
Buyers
23
Sellers
24

Breadth -1 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
70
Reported value
$338bn
Buyers
31
Sellers
37

Breadth -6 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2024

Among the 71 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (43)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, and 3 more

Only ADBE (1)

Discovery Capital Management LLC

Only MSFT (27)

Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, TCI Fund Management Ltd, Third Point LLC, and 2 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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