L3VLUP
ProSign in

ORCL · 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.

ORCLMSFT
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.
  • ORCL
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterORCLMSFT
Q3 202029 holders, $8.1bn63 holders, $218bn
Q4 202022 holders, $8.2bn66 holders, $228bn
Q1 202125 holders, $8.8bn65 holders, $241bn
Q2 202121 holders, $8.9bn62 holders, $273bn
Q3 202124 holders, $9.6bn64 holders, $283bn
Q4 202126 holders, $10.0bn65 holders, $336bn
Q1 202227 holders, $10.2bn63 holders, $297bn
Q2 202231 holders, $9.4bn67 holders, $245bn
Q3 202226 holders, $7.9bn68 holders, $216bn
Q4 202226 holders, $22.1bn62 holders, $217bn
Q1 202323 holders, $12.7bn65 holders, $254bn
Q2 202334 holders, $18.7bn69 holders, $304bn
Q3 202324 holders, $15.6bn71 holders, $281bn
Q4 202335 holders, $15.1bn66 holders, $333bn
Q1 202436 holders, $17.6bn68 holders, $361bn
Q2 202434 holders, $20.4bn67 holders, $374bn
Q3 202433 holders, $25.8bn69 holders, $356bn
Q4 202430 holders, $24.1bn70 holders, $338bn
Q1 202534 holders, $20.4bn67 holders, $294bn
Q2 202545 holders, $33.0bn65 holders, $401bn
Q3 202536 holders, $46.8bn70 holders, $427bn
Q4 202536 holders, $30.4bn68 holders, $411bn
Q1 202637 holders, $21.3bn64 holders, $312bn
Q2 202636 holders, $24.2bn60 holders, $291bn
ORCL

Oracle Corp

Holders
30
Reported value
$24.1bn
Buyers
20
Sellers
14

Breadth +6 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 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ORCL (0)

None.

Only MSFT (40)

Altimeter Capital Management LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 15 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.

Back to the 13F Explorer →