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MSFT · GOOG 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.

MSFTGOOG
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.
  • MSFT
  • GOOG
020406080202120222023202420252026
Holders and value by quarter
QuarterMSFTGOOG
Q3 202063 holders, $218bn47 holders, $73.8bn
Q4 202066 holders, $228bn48 holders, $88.6bn
Q1 202165 holders, $241bn42 holders, $102bn
Q2 202162 holders, $273bn42 holders, $122bn
Q3 202164 holders, $283bn44 holders, $128bn
Q4 202165 holders, $336bn48 holders, $138bn
Q1 202263 holders, $297bn48 holders, $125bn
Q2 202267 holders, $245bn46 holders, $93.3bn
Q3 202268 holders, $216bn46 holders, $79.3bn
Q4 202262 holders, $217bn46 holders, $62.7bn
Q1 202365 holders, $254bn48 holders, $65.5bn
Q2 202369 holders, $304bn43 holders, $75.1bn
Q3 202371 holders, $281bn45 holders, $81.6bn
Q4 202366 holders, $333bn45 holders, $82.8bn
Q1 202468 holders, $361bn46 holders, $83.4bn
Q2 202467 holders, $374bn45 holders, $98.4bn
Q3 202469 holders, $356bn48 holders, $86.1bn
Q4 202470 holders, $338bn49 holders, $94.5bn
Q1 202567 holders, $294bn53 holders, $72.6bn
Q2 202565 holders, $401bn50 holders, $77.5bn
Q3 202570 holders, $427bn49 holders, $107bn
Q4 202568 holders, $411bn54 holders, $152bn
Q1 202664 holders, $312bn56 holders, $148bn
Q2 202660 holders, $291bn53 holders, $194bn
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
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

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 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

Only GOOG (2)

Baupost Group LLC, Pershing Square Capital Management LP

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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