Holders over time
- TEAM
- MSFT
| Quarter | TEAM | MSFT |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 63 holders, $218bn |
| Q4 2020 | none listed holders, n.a. | 66 holders, $228bn |
| Q1 2021 | none listed holders, n.a. | 65 holders, $241bn |
| Q2 2021 | none listed holders, n.a. | 62 holders, $273bn |
| Q3 2021 | none listed holders, n.a. | 64 holders, $283bn |
| Q4 2021 | none listed holders, n.a. | 65 holders, $336bn |
| Q1 2022 | none listed holders, n.a. | 63 holders, $297bn |
| Q2 2022 | none listed holders, n.a. | 67 holders, $245bn |
| Q3 2022 | 5 holders, $5.2bn | 68 holders, $216bn |
| Q4 2022 | 22 holders, $6.6bn | 62 holders, $217bn |
| Q1 2023 | 20 holders, $6.8bn | 65 holders, $254bn |
| Q2 2023 | 19 holders, $6.9bn | 69 holders, $304bn |
| Q3 2023 | 20 holders, $7.4bn | 71 holders, $281bn |
| Q4 2023 | 24 holders, $8.8bn | 66 holders, $333bn |
| Q1 2024 | 26 holders, $7.4bn | 68 holders, $361bn |
| Q2 2024 | 26 holders, $6.4bn | 67 holders, $374bn |
| Q3 2024 | 25 holders, $6.1bn | 69 holders, $356bn |
| Q4 2024 | 38 holders, $10.2bn | 70 holders, $338bn |
| Q1 2025 | 35 holders, $7.9bn | 67 holders, $294bn |
| Q2 2025 | 26 holders, $7.1bn | 65 holders, $401bn |
| Q3 2025 | 27 holders, $5.2bn | 70 holders, $427bn |
| Q4 2025 | 29 holders, $6.1bn | 68 holders, $411bn |
| Q1 2026 | 12 holders, $1.8bn | 64 holders, $312bn |
| Q2 2026 | 14 holders, $1.7bn | 60 holders, $291bn |
Atlassian Corporation
- Holders
- 14
- Reported value
- $1.7bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 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 (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Investments LP
Only TEAM (2)
Only MSFT (48)
AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, 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, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, and 23 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.