MSFT
Microsoft Corporation · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +2.8% ·
flujo de acciones +0.3% ·
nuevas posiciones netas +2.7%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 204 | -1 | 4.39B | $1.64T | +4 | −7 |
| Q1 2026 | 211 | -1 | 4.37B | $1.62T | +4 | −6 |
| Q4 2025 | 211 | 0 | 4.76B | $2.30T | +1 | n/a |
| Q3 2025 | 41 | 0 | 2.87B | $1.49T | +1 | −2 |
| Q2 2025 | 39 | +1 | 2.48B | $1.23T | +2 | −1 |
| Q1 2025 | 35 | -2 | 970.87M | $364.26B | n/a | −2 |
| Q4 2024 | 37 | +1 | 982.37M | $413.93B | +2 | −1 |
| Q3 2024 | 35 | +1 | 683.86M | $294.03B | +1 | n/a |
| Q2 2024 | 34 | n/a | 683.54M | $305.34B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 295.11M | n/a | $124.39B | 4.9% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 168.13M | +1.9% | $70.72B | 5.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | T. Rowe Price ✦ | 135.15M | -0.4% | $56.97B | 6.6% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (pasivo) | 105.20M | +6.3% | $44.34B | 5.8% | ▲ Add | 3 | SEC ↗ |
| 5 | Capital World Investors ✦ | 68.33M | -0.9% | $28.80B | 4.4% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 52.99M | -1.9% | $22.34B | 4.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 7 | Gates Foundation Trust ✦ | 28.46M | -1.7% | $11.99B | 28.5% | ▼ Trim | 3 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 28.23M | +1.2% | $11.90B | 4.7% | ▲ Add | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 15.51M | -16.6% | $6.54B | 5.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | TCI Fund Management ✦ | 13.99M | +16.7% | $5.90B | 13.9% | ▲ Add | 3 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 9.55M | -3.0% | $4.02B | 3.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Dodge & Cox ✦ | 9.06M | -0.4% | $3.82B | 2.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 7.37M | +4.6% | $3.11B | 2.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Adage Capital Partners ✦ | 7.08M | +1.3% | $2.98B | 5.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 5.92M | -3.8% | $2.50B | 3.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Tiger Global Management ✦ | 5.34M | 0.0% | $2.25B | 8.5% | Held | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 5.05M | +26.9% | $2.13B | 2.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | AQR Capital Management ✦ | 4.21M | +3.8% | $1.77B | 2.3% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Coatue Management ✦ | 3.53M | -8.5% | $1.49B | 5.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 20 | Millennium Management ✦ | 2.59M | -43.7% | $1.09B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Viking Global Investors ✦ | 2.39M | +16.9% | $1.01B | 3.3% | ▲ Add | 3 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 1.69M | +356.9% | $713.79M | 2.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lone Pine Capital ✦ | 1.64M | -1.0% | $691.13M | 5.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Altimeter Capital ✦ | 993.48K | -37.4% | $418.75M | 7.6% | ▼ Trim | 3 | SEC ↗ |
| 25 | Appaloosa ✦ | 970.00K | 0.0% | $408.86M | 6.3% | Held | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 948.24K | -25.0% | $399.68M | 0.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Bridgewater Associates ✦ | 667.04K | -23.3% | $281.16M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 600.77K | -1.6% | $253.22M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 29 | Third Point ✦ | 600.00K | -31.0% | $252.90M | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 30 | Markel Group ✦ | 519.48K | +0.9% | $218.96M | 1.9% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Gotham Asset Management ✦ | 226.07K | -3.6% | $95.29M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 32 | GAMCO Investors ✦ | 126.56K | -2.6% | $53.35M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 33 | Glenview Capital ✦ | 103.65K | Nuevo | $43.69M | 1.1% | New | 1 | SEC ↗ |
| 34 | Soros Fund Management ✦ | 53.29K | Nuevo | $22.46M | 0.6% | New | 1 | SEC ↗ |
| 35 | ARK Investment Management ✦ | 30.76K | +1.2% | $12.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Harris Associates (Oakmark) ✦ | 3.74K | +18.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 2.38K | -99.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Glenview Capital | $43.69M | 1.1% |
| Soros Fund Management | $22.46M | 0.6% |
Posición cerrada
| Duquesne Family Office | $18.54M | era 0.7% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 6,121 tenedores, 5.19B acciones, $1.84T declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.93K acc. · $1.60M
Officer · 991 acc. · $541,590
Officer · 3.39K acc. · $1.85M
Officer · 3.94K acc. · $1.97M
Officer · 8.83K acc. · $4.42M
Officer · 4.30K acc. · $2.15M
Officer · 9.82K acc. · $4.89M
Officer · 10.43K acc. · $5.18M
Officer · 4.34K acc. · $2.15M
Officer, Director · 1.36K acc. · $687,072
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología