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; 6,248 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valiant Capital Management, L.P. | 171,098 | $64.3M | 8.02% | −19,400−10.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 170,385 | $64.1M | 1.06% | −4,045−2.3% | Reduced |
| Prospera Financial Services Inc | 170,157 | $64.0M | 2.12% | +3,130+1.9% | Added |
| Voyager Global Management LP | 170,000 | $63.9M | 3.05% | −130,000−43.3% | Reduced |
| Baskin Financial Services Inc. | 169,695 | $63.8M | 5.76% | −4,692−2.7% | Reduced |
| Grimes & Company, Inc. | 168,920 | $63.5M | 2.10% | +994+0.6% | Added |
| Levin Capital Strategies, L.P. | 168,898 | $63.5M | 7.05% | −8,046−4.5% | Reduced |
| Clough Capital Partners L P | 168,818 | $63.5M | 7.02% | +21,481+14.6% | Added |
| Marble Harbor Investment Counsel, LLC | 168,590 | $63.4M | 7.80% | −1,687−1.0% | Reduced |
| CapitalatWork S.A. | 168,321 | $63.3M | 2.29% | +168,321 | New |
| Eagle Global Advisors LLC | 168,297 | $63.3M | 3.83% | −3,178−1.9% | Reduced |
| Equitable Holdings, Inc. | 167,223 | $62.9M | 0.78% | +12,311+7.9% | Added |
| Beacon Investment Advisory Services, Inc. | 167,117 | $62.8M | 2.86% | −132−0.1% | Reduced |
| Heritage Wealth Advisors | 166,761 | $62.7M | 3.12% | −8,463−4.8% | Reduced |
| Woodstock Corp | 166,640 | $62.7M | 7.26% | −1,492−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 166,305 | $62.5M | 2.12% | +2,393+1.5% | Added |
| Maplelane Capital, LLC | 166,000 | $62.4M | 7.20% | −445,000−72.8% | Reduced |
| Fairview Capital Investment Management, LLC | 165,950 | $62.4M | 3.72% | +2,261+1.4% | Added |
| Verus Capital Partners, LLC | 165,068 | $62.1M | 7.59% | +2,322+1.4% | Added |
| Soma Equity Partners LP | 164,659 | $61.8M | 3.62% | −160,341−49.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 164,076 | $61.7M | 5.12% | −2,332−1.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 163,875 | $61.6M | 3.96% | +7,066+4.5% | Added |
| Hoylecohen, LLC | 163,608 | $61.5M | 5.03% | −1,658−1.0% | Reduced |
| Fernbridge Capital Management LP | 163,408 | $61.4M | 5.21% | +30,960+23.4% | Added |
| Parallel Advisors, LLC | 162,903 | $61.3M | 1.82% | +647+0.4% | Added |
| Picton Mahoney Asset Management | 162,707 | $61.2M | 2.83% | +2,742+1.7% | Added |
| Gradient Investments LLC | 162,687 | $61.2M | 1.48% | +13,995+9.4% | Added |
| Veriti Management LLC | 162,394 | $61.1M | 5.47% | +21,607+15.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 162,357 | $61.1M | 6.41% | −100,046−38.1% | Reduced |
| Insight Holdings Group, LLC | 162,010 | $60.9M | 1.47% | +38,610+31.3% | Added |
| Armistice Capital, LLC | 161,993 | $60.9M | 1.62% | +28,494+21.3% | Added |
| Suvretta Capital Management, LLC | 161,924 | $60.9M | 2.78% | −56,246−25.8% | Reduced |
| First Horizon Advisors, Inc. | 161,828 | $60.9M | 2.01% | −4,089−2.5% | Reduced |
| Grassi Investment Management | 161,339 | $60.7M | 6.36% | +710.0% | Added |
| Pensioenfonds Rail & Ov | 161,039 | $60.6M | 3.50% | −264−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 160,962 | $60.5M | 2.12% | +6,412+4.1% | Added |
| Meridian Wealth Management, LLC | 161,025 | $60.5M | 3.86% | −120,027−42.7% | Reduced |
| J. Goldman & Co LP | 160,859 | $60.5M | 3.38% | −181,438−53.0% | Reduced |
| Bowie Capital Management, LLC | 160,839 | $60.5M | 6.83% | −20,577−11.3% | Reduced |
| Bragg Financial Advisors, Inc | 160,788 | $60.5M | 2.88% | −1,498−0.9% | Reduced |
| Nixon Peabody Trust Co | 160,707 | $60.4M | 6.78% | +133,926+500.1% | Added |
| BLB&B Advisors, LLC | 160,651 | $60.4M | 3.81% | −1,999−1.2% | Reduced |
| Madison Asset Management, LLC | 160,116 | $60.2M | 0.82% | −21,137−11.7% | Reduced |
| Senator Investment Group LP | 160,000 | $60.2M | 2.58% | −25,000−13.5% | Reduced |
| Rokos Capital Management LLP | 159,696 | $60.0M | 1.83% | −647,440−80.2% | Reduced |
| North Star Asset Management Inc | 159,606 | $60.0M | 3.07% | −5,148−3.1% | Reduced |
| YHB Investment Advisors, Inc. | 159,570 | $60.0M | 5.81% | −10,334−6.1% | Reduced |
| CAPROCK Group, Inc. | 159,507 | $60.0M | 3.83% | +10,797+7.3% | Added |
| Capital Fund Management S.A. | 158,772 | $59.7M | 0.76% | −185,928−53.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 158,675 | $59.7M | 3.59% | +212+0.1% | Added |
| Ninety One SA (PTY) Ltd | 158,302 | $59.5M | 9.05% | +17,059+12.1% | Added |
| DuPont Capital Management Corp | 156,902 | $59.0M | 5.15% | −31,175−16.6% | Reduced |
| Forbes J M & Co LLP | 156,866 | $59.0M | 6.85% | +1,632+1.1% | Added |
| Palisade Asset Management, LLC | 155,563 | $58.5M | 6.41% | −1,491−0.9% | Reduced |
| Delta Global Management LP | 155,502 | $58.5M | 8.98% | +155,502 | New |
| E Fund Management Co., Ltd. | 155,346 | $58.4M | 3.70% | −13,090−7.8% | Reduced |
| Ballentine Partners, LLC | 155,334 | $58.4M | 1.19% | +10,883+7.5% | Added |
| Waratah Capital Advisors Ltd. | 155,187 | $58.4M | 3.33% | −92,816−37.4% | Reduced |
| Baxter Bros Inc | 155,010 | $58.3M | 8.07% | −2,728−1.7% | Reduced |
| Empowered Funds, LLC | 154,914 | $58.3M | 1.46% | +29,820+23.8% | Added |
| Fishman Jay A Ltd | 154,817 | $58.2M | 6.66% | −175−0.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 170,700 | $58.1M | 8.60% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 154,450 | $58.1M | 1.29% | −3,867−2.4% | Reduced |
| Narwhal Capital Management | 154,174 | $58.0M | 6.34% | +945+0.6% | Added |
| Clearstead Advisors, LLC | 153,691 | $57.8M | 3.07% | +434+0.3% | Added |
| Itau Unibanco Holding S.A. | 153,590 | $57.8M | 1.90% | +6,250+4.2% | Added |
| Phoenix Holdings Ltd. | 142,212 | $57.7M | 0.95% | +6,644+4.9% | Added |
| Dynamic Advisor Solutions LLC | 156,717 | $57.6M | 2.15% | +23,878+18.0% | Added |
| Patten & Patten Inc | 152,932 | $57.5M | 4.72% | −9,208−5.7% | Reduced |
| Cubist Systematic Strategies, LLC | 152,883 | $57.5M | 0.71% | −55,091−26.5% | Reduced |
| First Citizens Bank & Trust Co | 152,161 | $57.2M | 1.04% | −43,249−22.1% | Reduced |
| Destination Wealth Management | 152,151 | $57.2M | 1.98% | −6,161−3.9% | Reduced |
| Philadelphia Trust Co | 152,055 | $57.2M | 5.37% | −3,387−2.2% | Reduced |
| Wealthspire Advisors, LLC | 151,609 | $57.0M | 0.81% | +10,646+7.6% | Added |
| CWA Asset Management Group, LLC | 151,607 | $57.0M | 3.91% | +9,045+6.3% | Added |
| Academy Capital Management Inc | 151,332 | $56.9M | 11.56% | −1,394−0.9% | Reduced |
| Cumberland Partners Ltd | 174,701 | $56.8M | 5.20% | +700.0% | Added |
| Sawgrass Asset Management LLC | 150,996 | $56.8M | 6.40% | −6,804−4.3% | Reduced |
| Act Two Investors LLC | 150,937 | $56.8M | 12.26% | +9,455+6.7% | Added |
| Power Corp of Canada | 150,719 | $56.7M | 5.88% | −24,196−13.8% | Reduced |
| Moore Capital Management, LP | 150,059 | $56.4M | 1.36% | −196,563−56.7% | Reduced |
| Montag A & Associates Inc | 149,409 | $56.2M | 3.13% | +3,360+2.3% | Added |
| Colonial Trust Advisors | 149,257 | $56.1M | 5.96% | −3,713−2.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 149,151 | $56.1M | 1.71% | +1,137+0.8% | Added |
| Unigestion Holding SA | 148,717 | $55.9M | 3.07% | +86,565+139.3% | Added |
| Adell Harriman & Carpenter Inc | 148,535 | $55.9M | 5.17% | +598+0.4% | Added |
| Avanda Investment Management Pte. Ltd. | 148,278 | $55.8M | 5.44% | +148,278 | New |
| Value Star Asset Management (Hong Kong) Ltd | 148,001 | $55.7M | 19.04% | −1,000−0.7% | Reduced |
| FRG Family Wealth Advisors LLC | 147,950 | $55.6M | 11.29% | −526−0.4% | Reduced |
| Burney Co | 147,512 | $55.5M | 2.33% | +1,075+0.7% | Added |
| Brookstone Capital Management | 147,262 | $55.4M | 1.08% | +4,347+3.0% | Added |
| Sowell Financial Services LLC | 146,633 | $55.1M | 2.99% | +10,370+7.6% | Added |
| Cornerstone Capital, Inc. | 146,576 | $55.1M | 6.04% | −2,388−1.6% | Reduced |
| Tran Capital Management, L.P. | 146,567 | $55.1M | 6.42% | −3,348−2.2% | Reduced |
| Atreides Management, LP | 145,649 | $54.8M | 1.97% | −503,513−77.6% | Reduced |
| Burns J W & Co Inc | 145,629 | $54.8M | 8.10% | −79−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 145,098 | $54.6M | 10.89% | +2,530+1.8% | Added |
| Amica Mutual Insurance Co | 145,036 | $54.5M | 5.89% | −8,016−5.2% | Reduced |
| Shellback Capital, LP | 145,000 | $54.5M | 4.78% | +22,000+17.9% | Added |
| Matrix Asset Advisors Inc | 144,966 | $54.5M | 6.94% | −2,434−1.7% | Reduced |