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SNOW · 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.

SNOWMSFT
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.
  • SNOW
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterSNOWMSFT
Q3 202026 holders, $6.7bn63 holders, $218bn
Q4 202027 holders, $10.1bn66 holders, $228bn
Q1 202130 holders, $15.1bn65 holders, $241bn
Q2 202128 holders, $14.8bn62 holders, $273bn
Q3 202130 holders, $19.1bn64 holders, $283bn
Q4 202141 holders, $21.4bn65 holders, $336bn
Q1 202231 holders, $14.1bn63 holders, $297bn
Q2 202227 holders, $8.9bn67 holders, $245bn
Q3 202228 holders, $10.2bn68 holders, $216bn
Q4 202230 holders, $7.8bn62 holders, $217bn
Q1 202328 holders, $8.7bn65 holders, $254bn
Q2 202328 holders, $9.6bn69 holders, $304bn
Q3 202327 holders, $7.4bn71 holders, $281bn
Q4 202334 holders, $9.7bn66 holders, $333bn
Q1 202433 holders, $6.4bn68 holders, $361bn
Q2 202434 holders, $5.2bn67 holders, $374bn
Q3 202427 holders, $3.5bn69 holders, $356bn
Q4 202431 holders, $5.5bn70 holders, $338bn
Q1 202528 holders, $5.5bn67 holders, $294bn
Q2 202536 holders, $9.9bn65 holders, $401bn
Q3 202533 holders, $10.1bn70 holders, $427bn
Q4 202527 holders, $9.5bn68 holders, $411bn
Q1 202622 holders, $6.1bn64 holders, $312bn
Q2 202642 holders, $13.2bn60 holders, $291bn
SNOW

Snowflake Inc

Holders
33
Reported value
$10.1bn
Buyers
31
Sellers
3

Breadth +28 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 72 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SNOW (2)

Light Street Capital Management LLC, PDT Partners LLC

Only MSFT (39)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, and 14 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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