MSFT vs GOOGL
Microsoft · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, 7 hold both MSFT and GOOGL (50% of the combined holder base), led by Chris Hohn (13.1% MSFT · 14.6% GOOGL). MSFT appears in 12 tracked portfolios; GOOGL in 9, 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 GOOGL’s −26 (slight selling); MSFT shows the stronger net-accumulation reading of the pair.
Among the 7 managers holding both, 4 size MSFT larger and 3 size GOOGL larger — a lean toward MSFT. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
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 GOOGL only, and who holds both.
Of 7 shared managers, 4 weight MSFT heavier and 3 weight GOOGL heavier.
- Terry Smith11.2%
- Stanley Druckenmiller9.1%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- Andreas Halvorsen4.8%
- Chris Hohn13.1 / 14.6%
- Chase Coleman10.7 / 8.2%
- Polen Capital9.4 / 8.1%
- John Armitage8.9 / 6.8%
- David Tepper5.9 / 7.8%
- Joel Greenblatt4.1 / 3.0%
- Lee Ainslie3.8 / 4.2%
- François Rochon8.4%
- Bill Nygren4.9%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: MSFT or GOOGL?
MSFT (Microsoft) is held by 12 tracked superinvestors; GOOGL (Alphabet) is held by 9. MSFT has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and GOOGL?
7 tracked superinvestors hold both MSFT and GOOGL based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (13.1% MSFT · 14.6% GOOGL). Full overlap table below.
What is the overlap between MSFT and GOOGL institutional ownership?
Across 14 unique tracked holders: 5 hold only MSFT (36%), 7 hold both (50%), 2 hold only GOOGL (14%). The full Venn split + per-manager position % is on this page.
Among managers holding both MSFT and GOOGL, which do they prefer?
Of 7 managers holding both, 4 weight MSFT higher and 3 weight GOOGL higher in their portfolios. MSFT is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.