Holders over time
- VRSN
- MSFT
| Quarter | VRSN | MSFT |
|---|---|---|
| Q3 2020 | 24 holders, $6.0bn | 63 holders, $218bn |
| Q4 2020 | 18 holders, $6.0bn | 66 holders, $228bn |
| Q1 2021 | 17 holders, $5.1bn | 65 holders, $241bn |
| Q2 2021 | 14 holders, $5.7bn | 62 holders, $273bn |
| Q3 2021 | 13 holders, $5.0bn | 64 holders, $283bn |
| Q4 2021 | 13 holders, $5.8bn | 65 holders, $336bn |
| Q1 2022 | 18 holders, $5.1bn | 63 holders, $297bn |
| Q2 2022 | 16 holders, $3.8bn | 67 holders, $245bn |
| Q3 2022 | 13 holders, $3.6bn | 68 holders, $216bn |
| Q4 2022 | 17 holders, $4.5bn | 62 holders, $217bn |
| Q1 2023 | 19 holders, $5.0bn | 65 holders, $254bn |
| Q2 2023 | 18 holders, $5.2bn | 69 holders, $304bn |
| Q3 2023 | 21 holders, $4.7bn | 71 holders, $281bn |
| Q4 2023 | 16 holders, $4.7bn | 66 holders, $333bn |
| Q1 2024 | 21 holders, $4.2bn | 68 holders, $361bn |
| Q2 2024 | 17 holders, $4.1bn | 67 holders, $374bn |
| Q3 2024 | 18 holders, $4.6bn | 69 holders, $356bn |
| Q4 2024 | 17 holders, $4.9bn | 70 holders, $338bn |
| Q1 2025 | 18 holders, $6.2bn | 67 holders, $294bn |
| Q2 2025 | 10 holders, $6.8bn | 65 holders, $401bn |
| Q3 2025 | 16 holders, $6.2bn | 70 holders, $427bn |
| Q4 2025 | 18 holders, $5.2bn | 68 holders, $411bn |
| Q1 2026 | 16 holders, $5.0bn | 64 holders, $312bn |
| Q2 2026 | 17 holders, $5.3bn | 60 holders, $291bn |
Verisign Inc
- Holders
- 17
- Reported value
- $5.3bn
- Buyers
- 19
- Sellers
- 18
Breadth +1 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 (13)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC
Only VRSN (4)
Berkshire Hathaway Inc, Point72 Asset Management LP, Renaissance Technologies LLC, Steadfast Capital Management LP
Only MSFT (47)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, 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, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, and 22 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.