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INTU · 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.

INTUMSFT
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.
  • INTU
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterINTUMSFT
Q3 202026 holders, $14.3bn63 holders, $218bn
Q4 202031 holders, $17.7bn66 holders, $228bn
Q1 202131 holders, $17.8bn65 holders, $241bn
Q2 202126 holders, $22.7bn62 holders, $273bn
Q3 202135 holders, $24.0bn64 holders, $283bn
Q4 202137 holders, $27.9bn65 holders, $336bn
Q1 202235 holders, $19.8bn63 holders, $297bn
Q2 202238 holders, $16.3bn67 holders, $245bn
Q3 202233 holders, $15.7bn68 holders, $216bn
Q4 202236 holders, $16.7bn62 holders, $217bn
Q1 202332 holders, $18.0bn65 holders, $254bn
Q2 202333 holders, $16.8bn69 holders, $304bn
Q3 202336 holders, $17.7bn71 holders, $281bn
Q4 202329 holders, $21.7bn66 holders, $333bn
Q1 202429 holders, $22.0bn68 holders, $361bn
Q2 202430 holders, $21.4bn67 holders, $374bn
Q3 202438 holders, $20.2bn69 holders, $356bn
Q4 202434 holders, $22.1bn70 holders, $338bn
Q1 202541 holders, $23.1bn67 holders, $294bn
Q2 202544 holders, $26.6bn65 holders, $401bn
Q3 202539 holders, $20.0bn70 holders, $427bn
Q4 202530 holders, $22.2bn68 holders, $411bn
Q1 202630 holders, $14.0bn64 holders, $312bn
Q2 202626 holders, $8.7bn60 holders, $291bn
INTU

Intuit

Holders
26
Reported value
$8.7bn
Buyers
24
Sellers
22

Breadth +2 among 91 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
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 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only INTU (2)

Discovery Capital Management LLC, Renaissance Technologies LLC

Only MSFT (36)

Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, 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, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, and 11 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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