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GOOG · 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.

GOOGMSFT
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.
  • GOOG
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterGOOGMSFT
Q3 202047 holders, $73.8bn63 holders, $218bn
Q4 202048 holders, $88.6bn66 holders, $228bn
Q1 202142 holders, $102bn65 holders, $241bn
Q2 202142 holders, $122bn62 holders, $273bn
Q3 202144 holders, $128bn64 holders, $283bn
Q4 202148 holders, $138bn65 holders, $336bn
Q1 202248 holders, $125bn63 holders, $297bn
Q2 202246 holders, $93.3bn67 holders, $245bn
Q3 202246 holders, $79.3bn68 holders, $216bn
Q4 202246 holders, $62.7bn62 holders, $217bn
Q1 202348 holders, $65.5bn65 holders, $254bn
Q2 202343 holders, $75.1bn69 holders, $304bn
Q3 202345 holders, $81.6bn71 holders, $281bn
Q4 202345 holders, $82.8bn66 holders, $333bn
Q1 202446 holders, $83.4bn68 holders, $361bn
Q2 202445 holders, $98.4bn67 holders, $374bn
Q3 202448 holders, $86.1bn69 holders, $356bn
Q4 202449 holders, $94.5bn70 holders, $338bn
Q1 202553 holders, $72.6bn67 holders, $294bn
Q2 202550 holders, $77.5bn65 holders, $401bn
Q3 202549 holders, $107bn70 holders, $427bn
Q4 202554 holders, $152bn68 holders, $411bn
Q1 202656 holders, $148bn64 holders, $312bn
Q2 202653 holders, $194bn60 holders, $291bn
GOOG

Alphabet Inc

Holders
54
Reported value
$152bn
Buyers
26
Sellers
26

Breadth 0 among 92 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP
MSFT

Microsoft Corp

Holders
68
Reported value
$411bn
Buyers
31
Sellers
37

Breadth -6 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2025

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (52)

Acadian Asset Management LLC, AllianceBernstein 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, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, and 12 more

Only GOOG (2)

Baupost Group LLC, Pershing Square Capital Management LP

Only MSFT (16)

Altimeter Capital Management LP, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd

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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