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SAP · 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.

SAPMSFT
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.
  • SAP
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterSAPMSFT
Q3 20205 holders, $1.1bn63 holders, $218bn
Q4 20204 holders, $823m66 holders, $228bn
Q1 20218 holders, $929m65 holders, $241bn
Q2 20215 holders, $824m62 holders, $273bn
Q3 20218 holders, $892m64 holders, $283bn
Q4 20217 holders, $1.0bn65 holders, $336bn
Q1 20227 holders, $912m63 holders, $297bn
Q2 20227 holders, $787m67 holders, $245bn
Q3 202210 holders, $898m68 holders, $216bn
Q4 20226 holders, $779m62 holders, $217bn
Q1 20237 holders, $987m65 holders, $254bn
Q2 20238 holders, $1.1bn69 holders, $304bn
Q3 20239 holders, $1.1bn71 holders, $281bn
Q4 20238 holders, $1.4bn66 holders, $333bn
Q1 20249 holders, $1.8bn68 holders, $361bn
Q2 202410 holders, $2.2bn67 holders, $374bn
Q3 202411 holders, $2.8bn69 holders, $356bn
Q4 20247 holders, $2.9bn70 holders, $338bn
Q1 20259 holders, $3.4bn67 holders, $294bn
Q2 20259 holders, $3.3bn65 holders, $401bn
Q3 20259 holders, $2.4bn70 holders, $427bn
Q4 202512 holders, $2.6bn68 holders, $411bn
Q1 202614 holders, $2.4bn64 holders, $312bn
Q2 20268 holders, $647m60 holders, $291bn
SAP

SAP Se

Holders
9
Reported value
$3.3bn
Buyers
4
Sellers
6

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
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 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SAP (0)

None.

Only MSFT (56)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, 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, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, 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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