Holders over time
- U
- MSFT
| Quarter | U | MSFT |
|---|---|---|
| Q3 2020 | 13 holders, $2.4bn | 63 holders, $218bn |
| Q4 2020 | 12 holders, $5.1bn | 66 holders, $228bn |
| Q1 2021 | 13 holders, $2.4bn | 65 holders, $241bn |
| Q2 2021 | 9 holders, $2.5bn | 62 holders, $273bn |
| Q3 2021 | 8 holders, $3.0bn | 64 holders, $283bn |
| Q4 2021 | 15 holders, $3.4bn | 65 holders, $336bn |
| Q1 2022 | 9 holders, $1.8bn | 63 holders, $297bn |
| Q2 2022 | 7 holders, $685m | 67 holders, $245bn |
| Q3 2022 | 8 holders, $725m | 68 holders, $216bn |
| Q4 2022 | 8 holders, $631m | 62 holders, $217bn |
| Q1 2023 | 7 holders, $743m | 65 holders, $254bn |
| Q2 2023 | 10 holders, $1.1bn | 69 holders, $304bn |
| Q3 2023 | 9 holders, $732m | 71 holders, $281bn |
| Q4 2023 | 11 holders, $1.4bn | 66 holders, $333bn |
| Q1 2024 | 10 holders, $879m | 68 holders, $361bn |
| Q2 2024 | 9 holders, $477m | 67 holders, $374bn |
| Q3 2024 | 7 holders, $692m | 69 holders, $356bn |
| Q4 2024 | 11 holders, $539m | 70 holders, $338bn |
| Q1 2025 | 7 holders, $534m | 67 holders, $294bn |
| Q2 2025 | 8 holders, $888m | 65 holders, $401bn |
| Q3 2025 | 14 holders, $2.0bn | 70 holders, $427bn |
| Q4 2025 | 23 holders, $2.6bn | 68 holders, $411bn |
| Q1 2026 | 15 holders, $1.3bn | 64 holders, $312bn |
| Q2 2026 | 18 holders, $1.9bn | 60 holders, $291bn |
Unity Software Inc
- Holders
- 8
- Reported value
- $888m
- Buyers
- 8
- Sellers
- 0
Breadth +8 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 (8)
ARK Investment Management LLC, Capital Research Global Investors, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only U (0)
None.
Only MSFT (57)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, and 32 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.