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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
39
Reported value
$20.0bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
70
Reported value
$427bn
Buyers
44
Sellers
24

Breadth +20 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q3 2025

Among the 71 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, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

Only INTU (1)

Durable Capital Partners LP

Only MSFT (32)

Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Third Point LLC, and 7 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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