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
- 34
- Reported value
- $22.1bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 94 comparable managers.
Microsoft Corp
- Holders
- 70
- Reported value
- $338bn
- Buyers
- 31
- Sellers
- 37
Breadth -6 among 94 comparable managers.
Who holds both, Q4 2024
Both (33)
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, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only INTU (1)
Only MSFT (37)
Altimeter Capital Management LP, Appaloosa LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, and 12 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.