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INFY · 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.

INFYMSFT
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.
  • INFY
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterINFYMSFT
Q3 202011 holders, $780m63 holders, $218bn
Q4 202011 holders, $977m66 holders, $228bn
Q1 202111 holders, $944m65 holders, $241bn
Q2 202111 holders, $1.1bn62 holders, $273bn
Q3 202115 holders, $1.7bn64 holders, $283bn
Q4 202112 holders, $1.3bn65 holders, $336bn
Q1 202211 holders, $1.6bn63 holders, $297bn
Q2 202211 holders, $919m67 holders, $245bn
Q3 202212 holders, $1.1bn68 holders, $216bn
Q4 202214 holders, $1.1bn62 holders, $217bn
Q1 202315 holders, $1.0bn65 holders, $254bn
Q2 202312 holders, $413m69 holders, $304bn
Q3 202312 holders, $771m71 holders, $281bn
Q4 202312 holders, $856m66 holders, $333bn
Q1 202410 holders, $343m68 holders, $361bn
Q2 20248 holders, $430m67 holders, $374bn
Q3 202410 holders, $765m69 holders, $356bn
Q4 202411 holders, $1.2bn70 holders, $338bn
Q1 202515 holders, $1.8bn67 holders, $294bn
Q2 202514 holders, $1.7bn65 holders, $401bn
Q3 20259 holders, $1.1bn70 holders, $427bn
Q4 20259 holders, $987m68 holders, $411bn
Q1 20267 holders, $386m64 holders, $312bn
Q2 20268 holders, $516m60 holders, $291bn
INFY

Infosys LTD

Holders
8
Reported value
$516m
Buyers
17
Sellers
13

Breadth +4 among 91 comparable managers.

Software and IT services
MSFT

Microsoft Corp

Holders
60
Reported value
$291bn
Buyers
27
Sellers
37

Breadth -10 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2026

Among the 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only INFY (0)

None.

Only MSFT (52)

AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, 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., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, and 27 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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