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BILL · 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.

BILLMSFT
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.
  • BILL
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterBILLMSFT
Q3 202012 holders, $2.0bn63 holders, $218bn
Q4 202016 holders, $2.5bn66 holders, $228bn
Q1 202115 holders, $2.6bn65 holders, $241bn
Q2 202115 holders, $3.1bn62 holders, $273bn
Q3 202121 holders, $5.2bn64 holders, $283bn
Q4 202120 holders, $4.8bn65 holders, $336bn
Q1 202219 holders, $4.7bn63 holders, $297bn
Q2 202214 holders, $2.1bn67 holders, $245bn
Q3 202218 holders, $2.4bn68 holders, $216bn
Q4 202213 holders, $1.9bn62 holders, $217bn
Q1 202310 holders, $1.4bn65 holders, $254bn
Q2 202313 holders, $2.7bn69 holders, $304bn
Q3 202310 holders, $2.5bn71 holders, $281bn
Q4 20238 holders, $1.6bn66 holders, $333bn
Q1 202414 holders, $1.6bn68 holders, $361bn
Q2 202413 holders, $868m67 holders, $374bn
Q3 202415 holders, $900m69 holders, $356bn
Q4 202416 holders, $1.9bn70 holders, $338bn
Q1 202513 holders, $821m67 holders, $294bn
Q2 202512 holders, $804m65 holders, $401bn
Q3 202510 holders, $1.1bn70 holders, $427bn
Q4 202511 holders, $1.2bn68 holders, $411bn
Q1 20269 holders, $575m64 holders, $312bn
Q2 20266 holders, $403m60 holders, $291bn
BILL

Bill.com Holdings Inc

Holders
13
Reported value
$821m
Buyers
8
Sellers
5

Breadth +3 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
67
Reported value
$294bn
Buyers
28
Sellers
41

Breadth -13 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2025

Among the 69 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BILL (2)

Light Street Capital Management LLC, PDT Partners LLC

Only MSFT (56)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 31 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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