MSFT vs GOOG
Microsoft · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, no manager holds both MSFT and GOOG — the two names draw on entirely separate pools of smart money. MSFT appears in 12 tracked portfolios; GOOG in 4, so MSFT is the more widely held of the two among tracked managers.
Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, MSFT’s ConvictionScore reads −8 (slight selling) against GOOG’s −1 (slight selling); GOOG shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds MSFT only, who holds GOOG only, and who holds both.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +4 more
No manager holds both MSFT and GOOG.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
Frequently asked questions
Which has more hedge-fund owners: MSFT or GOOG?
MSFT (Microsoft) is held by 12 tracked superinvestors; GOOG (Alphabet Class C) is held by 4. MSFT has 8 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and GOOG?
0 tracked superinvestors hold both MSFT and GOOG based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MSFT and GOOG institutional ownership?
Across 16 unique tracked holders: 12 hold only MSFT (75%), 0 hold both (0%), 4 hold only GOOG (25%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.