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Microsoft Corp

MSFT
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000789019

In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,247 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.

13F holders, Q4 2023

Institutional positions in Microsoft Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
5,216
+448 vs. Q3 2023
Shares held
5.31B
+57.2M (+1.1%) vs. Q3 2023
Total value
$1.99T
+$333.5B (+20.1%) vs. Q3 2023
New holders
548
2,011 more added
Sold out
100
2,353 more reduced

93 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 5,216 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ4 2023: $1.99T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2023.

Institutions holding MSFT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc664,908,939$250.0B5.46%+15,701,937+2.4%Added
BlackRock Inc.538,937,099$202.7B5.19%+5,302,493+1.0%Added
State Street Corp297,627,282$111.9B5.44%+9,170,140+3.2%Added
FMR LLC218,838,469$82.3B6.32%+2,964,317+1.4%Added
Geode Capital Management, LLC154,271,276$57.9B6.05%+3,052,390+2.0%Added
Price T Rowe Associates Inc144,407,495$54.3B7.30%−7,513,536−4.9%Reduced
JPMorgan Chase & Co124,565,609$46.8B4.79%+7,961,935+6.8%Added
Morgan Stanley123,945,835$46.6B4.11%+815,370+0.7%Added
Norges Bank95,521,879$35.9B6.28%+3,861,637+4.2%Added
Capital World Investors90,520,582$34.0B6.05%+1,900,244+2.1%Added
Capital International Investors82,728,186$31.1B6.97%+797,185+1.0%Added
Capital Research Global Investors78,198,702$29.4B7.23%+3,138,100+4.2%Added
Northern Trust Corp77,755,417$29.2B5.29%−3,510,986−4.3%Reduced
Bank of New York Mellon Corp68,120,790$25.6B5.19%−2,461,518−3.5%Reduced
Bank of America Corp65,773,570$24.7B2.81%−448,923−0.7%Reduced
Wellington Management Group LLP62,061,452$23.3B4.35%−2,850,269−4.4%Reduced
Nuveen Asset Management, LLC53,116,449$20.0B6.42%−123,873−0.2%Reduced
Legal & General Group Plc50,407,695$19.0B5.89%+1,291,274+2.6%Added
Charles Schwab Investment Management Inc44,416,132$16.7B4.23%+989,824+2.3%Added
Goldman Sachs Group Inc44,255,529$16.6B3.65%+3,258,065+7.9%Added
Alliancebernstein L.P.44,237,275$16.6B6.40%−2,304,668−5.0%Reduced
UBS Asset Management Americas Inc41,124,555$15.5B6.08%−884,379−2.1%Reduced
Gates Foundation TrustSuperinvestorGates Foundation Trust38,210,869$14.4B33.98%−1,075,301−2.7%Reduced
Massachusetts Financial Services Co37,401,359$14.1B4.55%−1,136,911−3.0%Reduced
Royal Bank of Canada37,048,103$13.9B3.46%+1,238,698+3.5%Added
Wells Fargo & Company34,803,742$13.1B3.71%−806,517−2.3%Reduced
Invesco Ltd.34,604,113$13.0B3.10%−29,461−0.1%Reduced
Ameriprise Financial Inc34,166,883$12.9B3.85%−672,420−1.9%Reduced
Amundi33,257,830$12.5B5.63%+184,765+0.6%Added
Barclays PLC30,247,977$11.4B5.87%+1,260,970+4.4%Added
Janus Henderson Group PLC30,105,686$11.3B6.75%−547,151−1.8%Reduced
Deutsche Bank AG28,888,504$10.9B5.55%+4,590,108+18.9%Added
Jennison Associates LLC25,505,600$9.59B7.15%+277,881+1.1%Added
Fisher Asset Management, LLC25,381,692$9.54B5.05%+403,409+1.6%Added
Franklin Resources Inc25,325,583$9.52B4.45%−452,442−1.8%Reduced
Dimensional Fund Advisors LP22,722,094$8.54B2.49%−274,452−1.2%Reduced
UBS Group AG22,198,702$8.35B3.36%+358,682+1.6%Added
Swiss National Bank22,071,170$8.30B6.09%−649,100−2.9%Reduced
California Public Employees Retirement System20,643,106$7.76B5.89%−732,269−3.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.19,423,121$7.30B5.40%−204,394−1.0%Reduced
HSBC Holdings PLC19,329,873$7.27B6.67%+1,012,483+5.5%Added
Bank of Montreal19,060,861$7.17B3.87%+2,470,017+14.9%Added
American Century Companies Inc17,041,461$6.41B4.41%−431,696−2.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main16,437,904$6.18B8.18%+1,062,363+6.9%Added
Principal Financial Group Inc15,510,618$5.83B3.72%−136,509−0.9%Reduced
Arrowstreet Capital, Limited Partnership15,138,210$5.69B5.97%−919,998−5.7%Reduced
Rhumbline Advisers14,709,974$5.53B5.80%−93,393−0.6%Reduced
Clearbridge Investments, LLC14,647,422$5.51B4.74%−36,113−0.2%Reduced
Credit Suisse AG14,371,638$5.40B5.26%−161,940−1.1%Reduced
Putnam Investments LLC13,409,318$5.04B6.66%+363,398+2.8%Added
Sanders Capital, LLC12,914,023$4.86B8.98%+281,357+2.2%Added
Swedbank AB12,913,878$4.86B7.88%+685,538+5.6%Added
Neuberger Berman Group LLC11,943,887$4.49B3.92%−488,323−3.9%Reduced
Schroder Investment Management Group11,776,794$4.43B5.74%+446,394+3.9%Added
T. Rowe Price Investment Management, Inc.11,693,497$4.40B2.86%+62,517+0.5%Added
New York State Common Retirement Fund11,557,451$4.35B6.02%−818,600−6.6%Reduced
Voya Investment Management LLC11,539,171$4.34B4.46%−689,491−5.6%Reduced
California State Teachers Retirement System11,416,509$4.29B5.92%+104,263+0.9%Added
Lazard Asset Management LLC11,406,022$4.29B5.43%+19,523+0.2%Added
Brown Advisory Inc11,374,177$4.28B6.01%+753,472+7.1%Added
TD Asset Management Inc11,149,034$4.19B4.12%−1,617,761−12.7%Reduced
Nordea Investment Management AB11,096,033$4.17B5.29%−636,434−5.4%Reduced
National Pension Service11,076,269$4.17B5.80%+211,339+1.9%Added
State Farm Mutual Automobile Insurance Co10,868,911$4.09B3.93%−437,103−3.9%Reduced
Raymond James & Associates10,846,520$4.08B3.05%+174,905+1.6%Added
Dodge & Cox10,821,120$4.07B2.58%−591,680−5.2%Reduced
TCI Fund Management LtdSuperinvestorTCI Fund Management10,638,165$4.00B11.12%+10,638,165New
Primecap Management Co10,354,697$3.89B3.08%−111,550−1.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.10,318,671$3.82B6.73%+534,470+5.5%Added
Polen Capital Management LLC9,956,252$3.74B9.19%+2,804,875+39.2%Added
The PNC Financial Services Group, Inc.9,837,430$3.70B2.91%−123,258−1.2%Reduced
Manufacturers Life Insurance Company, The9,761,732$3.67B2.19%+57,926+0.6%Added
Prudential Financial Inc9,518,275$3.58B5.41%−1,171,757−11.0%Reduced
Envestnet Asset Management Inc9,427,078$3.54B1.47%+368,393+4.1%Added
Bessemer Group Inc8,179,053$3.08B5.99%+3,7800.0%Added
Fayez Sarofim & Co7,158,606$3.01B9.20%−53,855−0.7%Reduced
Fundsmith LLPSuperinvestorFundsmith7,943,324$2.99B12.50%−705,498−8.2%Reduced
Ensign Peak Advisors, Inc7,878,268$2.96B5.86%−57,034−0.7%Reduced
State Board of Administration of Florida Retirement System7,792,357$2.93B6.11%+119,769+1.6%Added
Macquarie Group Ltd7,779,866$2.93B3.38%−142,215−1.8%Reduced
New York State Teachers Retirement System7,707,610$2.90B6.47%−238,747−3.0%Reduced
FIL Ltd7,477,085$2.81B2.95%−529,428−6.6%Reduced
Standard Life Aberdeen plc7,452,101$2.80B6.08%−587,087−7.3%Reduced
Ninety One UK Ltd7,385,502$2.78B8.26%−334,407−4.3%Reduced
Winslow Capital Management, LLC7,361,978$2.77B11.49%−228,962−3.0%Reduced
Citigroup Inc7,281,699$2.74B3.63%−120,743−1.6%Reduced
Royal London Asset Management Ltd7,225,454$2.72B7.77%+92,370+1.3%Added
Adage Capital Partners GP, L.L.C.7,203,643$2.71B5.61%−300,500−4.0%Reduced
Stifel Financial Corp7,192,141$2.70B3.40%−18,606−0.3%Reduced
DekaBank Deutsche Girozentrale7,078,252$2.66B5.45%+226,423+3.3%Added
CIBC Private Wealth Group, LLC7,004,149$2.63B5.58%−198,012−2.7%Reduced
Russell Investments Group, Ltd.6,993,402$2.63B4.68%−145,326−2.0%Reduced
GQG Partners LLC6,958,326$2.62B5.54%+26,025+0.4%Added
D. E. Shaw & Co., Inc.6,831,558$2.57B3.71%−945,406−12.2%Reduced
National Bank of Canada6,748,814$2.50B4.55%+9,178+0.1%Added
Great West Life Assurance Co6,667,463$2.49B5.48%+14,282+0.2%Added
Jane Street Group, LLC6,632,951$2.49B3.03%+5,323,425+406.5%Added
Loomis Sayles & Co L P6,506,976$2.45B3.75%−133,561−2.0%Reduced
APG Asset Management N.V.7,158,869$2.44B4.75%+241,514+3.5%Added
CI Private Wealth, LLC6,396,028$2.41B4.42%+533,144+9.1%Added