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PANW · 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.

PANWMSFT
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.
  • PANW
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterPANWMSFT
Q3 202015 holders, $2.0bn63 holders, $218bn
Q4 202023 holders, $4.0bn66 holders, $228bn
Q1 202121 holders, $3.6bn65 holders, $241bn
Q2 202120 holders, $3.9bn62 holders, $273bn
Q3 202126 holders, $4.6bn64 holders, $283bn
Q4 202121 holders, $5.4bn65 holders, $336bn
Q1 202229 holders, $6.3bn63 holders, $297bn
Q2 202232 holders, $5.0bn67 holders, $245bn
Q3 202229 holders, $4.8bn68 holders, $216bn
Q4 202221 holders, $3.4bn62 holders, $217bn
Q1 202329 holders, $5.7bn65 holders, $254bn
Q2 202332 holders, $6.9bn69 holders, $304bn
Q3 202329 holders, $7.1bn71 holders, $281bn
Q4 202325 holders, $6.8bn66 holders, $333bn
Q1 202423 holders, $4.9bn68 holders, $361bn
Q2 202417 holders, $5.1bn67 holders, $374bn
Q3 202420 holders, $4.9bn69 holders, $356bn
Q4 202423 holders, $5.3bn70 holders, $338bn
Q1 202524 holders, $5.6bn67 holders, $294bn
Q2 202525 holders, $6.9bn65 holders, $401bn
Q3 202530 holders, $7.1bn70 holders, $427bn
Q4 202522 holders, $9.0bn68 holders, $411bn
Q1 202621 holders, $7.6bn64 holders, $312bn
Q2 202627 holders, $21.7bn60 holders, $291bn
PANW

Palo Alto Networks Inc

Holders
25
Reported value
$6.9bn
Buyers
17
Sellers
8

Breadth +9 among 95 comparable managers.

Technology hardware and equipmentCloud and enterprise software · L3VLUP
MSFT

Microsoft Corp

Holders
65
Reported value
$401bn
Buyers
42
Sellers
23

Breadth +19 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2025

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PANW (1)

PDT Partners LLC

Only MSFT (41)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 16 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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