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INTU · 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.

INTUMSFT
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.
  • INTU
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterINTUMSFT
Q3 202026 holders, $14.3bn63 holders, $218bn
Q4 202031 holders, $17.7bn66 holders, $228bn
Q1 202131 holders, $17.8bn65 holders, $241bn
Q2 202126 holders, $22.7bn62 holders, $273bn
Q3 202135 holders, $24.0bn64 holders, $283bn
Q4 202137 holders, $27.9bn65 holders, $336bn
Q1 202235 holders, $19.8bn63 holders, $297bn
Q2 202238 holders, $16.3bn67 holders, $245bn
Q3 202233 holders, $15.7bn68 holders, $216bn
Q4 202236 holders, $16.7bn62 holders, $217bn
Q1 202332 holders, $18.0bn65 holders, $254bn
Q2 202333 holders, $16.8bn69 holders, $304bn
Q3 202336 holders, $17.7bn71 holders, $281bn
Q4 202329 holders, $21.7bn66 holders, $333bn
Q1 202429 holders, $22.0bn68 holders, $361bn
Q2 202430 holders, $21.4bn67 holders, $374bn
Q3 202438 holders, $20.2bn69 holders, $356bn
Q4 202434 holders, $22.1bn70 holders, $338bn
Q1 202541 holders, $23.1bn67 holders, $294bn
Q2 202544 holders, $26.6bn65 holders, $401bn
Q3 202539 holders, $20.0bn70 holders, $427bn
Q4 202530 holders, $22.2bn68 holders, $411bn
Q1 202630 holders, $14.0bn64 holders, $312bn
Q2 202626 holders, $8.7bn60 holders, $291bn
INTU

Intuit

Holders
41
Reported value
$23.1bn
Buyers
27
Sellers
15

Breadth +12 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 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (38)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, 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, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP

Only INTU (3)

Citadel Advisors LLC, Dragoneer Investment Group LLC, Durable Capital Partners LP

Only MSFT (29)

Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, and 4 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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