Holders over time
- SNOW
- MSFT
| Quarter | SNOW | MSFT |
|---|---|---|
| Q3 2020 | 26 holders, $6.7bn | 63 holders, $218bn |
| Q4 2020 | 27 holders, $10.1bn | 66 holders, $228bn |
| Q1 2021 | 30 holders, $15.1bn | 65 holders, $241bn |
| Q2 2021 | 28 holders, $14.8bn | 62 holders, $273bn |
| Q3 2021 | 30 holders, $19.1bn | 64 holders, $283bn |
| Q4 2021 | 41 holders, $21.4bn | 65 holders, $336bn |
| Q1 2022 | 31 holders, $14.1bn | 63 holders, $297bn |
| Q2 2022 | 27 holders, $8.9bn | 67 holders, $245bn |
| Q3 2022 | 28 holders, $10.2bn | 68 holders, $216bn |
| Q4 2022 | 30 holders, $7.8bn | 62 holders, $217bn |
| Q1 2023 | 28 holders, $8.7bn | 65 holders, $254bn |
| Q2 2023 | 28 holders, $9.6bn | 69 holders, $304bn |
| Q3 2023 | 27 holders, $7.4bn | 71 holders, $281bn |
| Q4 2023 | 34 holders, $9.7bn | 66 holders, $333bn |
| Q1 2024 | 33 holders, $6.4bn | 68 holders, $361bn |
| Q2 2024 | 34 holders, $5.2bn | 67 holders, $374bn |
| Q3 2024 | 27 holders, $3.5bn | 69 holders, $356bn |
| Q4 2024 | 31 holders, $5.5bn | 70 holders, $338bn |
| Q1 2025 | 28 holders, $5.5bn | 67 holders, $294bn |
| Q2 2025 | 36 holders, $9.9bn | 65 holders, $401bn |
| Q3 2025 | 33 holders, $10.1bn | 70 holders, $427bn |
| Q4 2025 | 27 holders, $9.5bn | 68 holders, $411bn |
| Q1 2026 | 22 holders, $6.1bn | 64 holders, $312bn |
| Q2 2026 | 42 holders, $13.2bn | 60 holders, $291bn |
Snowflake Inc
- Holders
- 36
- Reported value
- $9.9bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 95 comparable managers.
Microsoft Corp
- Holders
- 65
- Reported value
- $401bn
- Buyers
- 42
- Sellers
- 23
Breadth +19 among 95 comparable managers.
Who holds both, Q2 2025
Both (35)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only SNOW (1)
Only MSFT (30)
AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, 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, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Susquehanna International Group LLP, TCI Fund Management Ltd, and 5 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.