Holders over time
- ADBE
- MSFT
| Quarter | ADBE | MSFT |
|---|---|---|
| Q3 2020 | 42 holders, $38.5bn | 63 holders, $218bn |
| Q4 2020 | 39 holders, $38.0bn | 66 holders, $228bn |
| Q1 2021 | 38 holders, $35.2bn | 65 holders, $241bn |
| Q2 2021 | 30 holders, $42.1bn | 62 holders, $273bn |
| Q3 2021 | 37 holders, $41.8bn | 64 holders, $283bn |
| Q4 2021 | 35 holders, $38.7bn | 65 holders, $336bn |
| Q1 2022 | 39 holders, $26.6bn | 63 holders, $297bn |
| Q2 2022 | 35 holders, $19.6bn | 67 holders, $245bn |
| Q3 2022 | 44 holders, $14.4bn | 68 holders, $216bn |
| Q4 2022 | 41 holders, $40.8bn | 62 holders, $217bn |
| Q1 2023 | 41 holders, $18.0bn | 65 holders, $254bn |
| Q2 2023 | 43 holders, $23.6bn | 69 holders, $304bn |
| Q3 2023 | 44 holders, $24.6bn | 71 holders, $281bn |
| Q4 2023 | 43 holders, $30.1bn | 66 holders, $333bn |
| Q1 2024 | 46 holders, $24.4bn | 68 holders, $361bn |
| Q2 2024 | 44 holders, $26.2bn | 67 holders, $374bn |
| Q3 2024 | 47 holders, $23.6bn | 69 holders, $356bn |
| Q4 2024 | 44 holders, $17.0bn | 70 holders, $338bn |
| Q1 2025 | 43 holders, $14.2bn | 67 holders, $294bn |
| Q2 2025 | 40 holders, $15.1bn | 65 holders, $401bn |
| Q3 2025 | 33 holders, $13.6bn | 70 holders, $427bn |
| Q4 2025 | 36 holders, $17.3bn | 68 holders, $411bn |
| Q1 2026 | 32 holders, $11.8bn | 64 holders, $312bn |
| Q2 2026 | 24 holders, $7.9bn | 60 holders, $291bn |
Adobe Inc
- Holders
- 24
- Reported value
- $7.9bn
- Buyers
- 17
- Sellers
- 28
Breadth -11 among 91 comparable managers.
Microsoft Corp
- Holders
- 60
- Reported value
- $291bn
- Buyers
- 27
- Sellers
- 37
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital 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, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only ADBE (1)
Only MSFT (37)
Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Pershing Square Capital Management LP, Rokos Capital Management LLP, and 12 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.