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SMRT · 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.

SMRTMSFT
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.
  • SMRT
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterSMRTMSFT
Q3 2020none listed holders, n.a.63 holders, $218bn
Q4 2020none listed holders, n.a.66 holders, $228bn
Q1 2021none listed holders, n.a.65 holders, $241bn
Q2 2021none listed holders, n.a.62 holders, $273bn
Q3 20211 holders, $20m64 holders, $283bn
Q4 2021none listed holders, n.a.65 holders, $336bn
Q1 20221 holders, $7.9m63 holders, $297bn
Q2 20221 holders, $14m67 holders, $245bn
Q3 20221 holders, $8.4m68 holders, $216bn
Q4 20221 holders, $11m62 holders, $217bn
Q1 20231 holders, $19m65 holders, $254bn
Q2 20232 holders, $30m69 holders, $304bn
Q3 20232 holders, $21m71 holders, $281bn
Q4 20232 holders, $27m66 holders, $333bn
Q1 20242 holders, $24m68 holders, $361bn
Q2 20242 holders, $21m67 holders, $374bn
Q3 20241 holders, $13m69 holders, $356bn
Q4 20241 holders, $13m70 holders, $338bn
Q1 20251 holders, $9.1m67 holders, $294bn
Q2 20251 holders, $7.4m65 holders, $401bn
Q3 20251 holders, $11m70 holders, $427bn
Q4 20252 holders, $22m68 holders, $411bn
Q1 20261 holders, $11m64 holders, $312bn
Q2 20261 holders, $8.9m60 holders, $291bn
SMRT

Smartrent Inc

Holders
1
Reported value
$11m
Buyers
0
Sellers
0

Breadth 0 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUP
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 (0)

No tracked manager lists every one of them.

Only SMRT (1)

Oaktree Capital Management LP

Only MSFT (70)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), and 45 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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