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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 144,698 | $54.4M | 1.60% | −5,559−3.7% | Reduced |
| Trust Co of Toledo NA | 144,613 | $54.4M | 9.37% | +6,011+4.3% | Added |
| Pallas Capital Advisors LLC | 144,577 | $54.4M | 2.89% | +6,178+4.5% | Added |
| Segall Bryant & Hamill, LLC | 144,464 | $54.3M | 1.05% | −476,522−76.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 143,467 | $53.9M | 4.99% | +28,891+25.2% | Added |
| Alta Park Capital, LP | 143,115 | $53.8M | 5.53% | −15,995−10.1% | Reduced |
| Alps Advisors Inc | 143,003 | $53.8M | 0.42% | −5,446−3.7% | Reduced |
| Independent Financial Group, LLC | 141,939 | $53.4M | 2.85% | +14,397+11.3% | Added |
| Tybourne Capital Management (HK) Ltd | 141,688 | $53.3M | 7.94% | −71,052−33.4% | Reduced |
| Capco Asset Management, LLC | 140,991 | $53.0M | 12.72% | −1,256−0.9% | Reduced |
| Focus Financial Network Inc | 140,964 | $53.0M | 1.99% | +140,964 | New |
| S&CO Inc | 140,183 | $52.7M | 4.04% | +420+0.3% | Added |
| Osborne Partners Capital Management, LLC | 139,655 | $52.5M | 3.44% | +15,554+12.5% | Added |
| Moneta Group Investment Advisors LLC | 139,446 | $52.4M | 1.04% | −11,415−7.6% | Reduced |
| GYL Financial Synergies, LLC | 139,329 | $52.4M | 4.33% | −910−0.6% | Reduced |
| Quest Investment Management LLC | 139,288 | $52.4M | 6.58% | +14,994+12.1% | Added |
| Summitry LLC | 139,197 | $52.3M | 3.04% | −29,719−17.6% | Reduced |
| Boston Family Office LLC | 139,061 | $52.3M | 3.93% | −6,704−4.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 138,791 | $52.2M | 4.00% | −428−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 138,593 | $52.1M | 4.04% | −9,354−6.3% | Reduced |
| Parsons Capital Management Inc | 138,548 | $52.1M | 3.72% | −593−0.4% | Reduced |
| Freemont Management S.A. | 138,200 | $52.0M | 6.54% | +26,600+23.8% | Added |
| Albion Financial Group | 138,088 | $51.9M | 4.28% | +1,236+0.9% | Added |
| Wendell David Associates Inc | 137,495 | $51.7M | 5.57% | +2,214+1.6% | Added |
| Balentine LLC | 137,465 | $51.7M | 1.65% | +23,069+20.2% | Added |
| Hemenway Trust Co LLC | 137,309 | $51.6M | 4.94% | +2,822+2.1% | Added |
| Everence Capital Management Inc | 136,858 | $51.5M | 3.67% | −79,050−36.6% | Reduced |
| Roundview Capital LLC | 136,687 | $51.4M | 4.74% | +1,396+1.0% | Added |
| Quattro Financial Advisors LLC | 376 | $51.4M | 18.36% | −66,248−99.4% | Reduced |
| Lockheed Martin Investment Management Co | 158,700 | $51.4M | 3.68% | −26,220−14.2% | Reduced |
| Beaumont Financial Advisors, LLC | 136,138 | $51.2M | 4.67% | −161−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 136,033 | $51.2M | 1.41% | −196,986−59.2% | Reduced |
| Papp L Roy & Associates | 135,882 | $51.1M | 6.34% | −2,061−1.5% | Reduced |
| Eagle Ridge Investment Management | 135,870 | $51.1M | 5.01% | −6,230−4.4% | Reduced |
| Select Equity Group, L.P. | 135,502 | $51.0M | 0.19% | −96,893−41.7% | Reduced |
| Sonora Investment Management Group, LLC | 134,902 | $50.7M | 4.12% | −7,808−5.5% | Reduced |
| Financial Advocates Investment Management | 134,834 | $50.7M | 3.36% | +1,968+1.5% | Added |
| McKinley Capital Management LLC /Delaware | 134,688 | $50.6M | 6.51% | −1,813−1.3% | Reduced |
| Thoroughbred Financial Services, LLC | 134,304 | $50.5M | 4.08% | +4,933+3.8% | Added |
| Gamco Investors, Inc. Et Al | 134,230 | $50.5M | 0.54% | −575−0.4% | Reduced |
| Petrus Trust Company, LTA | 134,132 | $50.4M | 4.78% | +24,685+22.6% | Added |
| Hoey Investments, Inc | 134,077 | $50.4M | 14.30% | +2,229+1.7% | Added |
| Guardian Capital LP | 133,955 | $50.4M | 1.81% | −5,022−3.6% | Reduced |
| Ledyard National Bank | 133,850 | $50.3M | 5.18% | −888−0.7% | Reduced |
| Vancity Investment Management Ltd | 133,504 | $50.2M | 7.35% | −54,290−28.9% | Reduced |
| Transform Wealth, LLC | 133,280 | $50.1M | 4.89% | −1,029−0.8% | Reduced |
| TD Private Client Wealth LLC | 132,738 | $50.0M | 1.81% | +499+0.4% | Added |
| Bank of Hawaii | 132,763 | $49.9M | 2.67% | −4,257−3.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 132,749 | $49.9M | 11.07% | −966−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 132,561 | $49.8M | 2.36% | +132,561 | New |
| Noked Israel Ltd | 132,306 | $49.8M | 13.13% | +3,750+2.9% | Added |
| Capital Investment Services of America, Inc. | 131,676 | $49.5M | 5.19% | −2,264−1.7% | Reduced |
| Coerente Capital Management | 131,419 | $49.4M | 10.11% | −446−0.3% | Reduced |
| Pittenger & Anderson Inc | 131,342 | $49.4M | 2.21% | −1,307−1.0% | Reduced |
| Twin Capital Management Inc | 131,180 | $49.3M | 6.46% | −2,190−1.6% | Reduced |
| Van Cleef Asset Management,Inc | 130,476 | $49.1M | 6.89% | +3,326+2.6% | Added |
| Beese Fulmer Investment Management, Inc. | 130,460 | $49.1M | 5.08% | −974−0.7% | Reduced |
| Sycomore Asset Management | 131,079 | $49.0M | 10.52% | −319−0.2% | Reduced |
| Nwi Management LP | 130,000 | $48.9M | 9.92% | −135,000−50.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 129,969 | $48.9M | 2.92% | +4,726+3.8% | Added |
| Alerus Financial NA | 129,900 | $48.8M | 3.99% | −16,895−11.5% | Reduced |
| Jackson Wealth Management, LLC | 129,817 | $48.8M | 6.43% | −522−0.4% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $48.8M | 2.56% | 00.0% | Unchanged |
| Trust Co of Virginia | 129,635 | $48.7M | 4.92% | −2,639−2.0% | Reduced |
| Grace & Mercy Foundation, Inc. | 129,230 | $48.6M | 12.96% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 129,189 | $48.6M | 1.88% | +242+0.2% | Added |
| Pennant Investors, LP | 129,000 | $48.5M | 14.91% | 00.0% | Unchanged |
| Willis Investment Counsel | 128,167 | $48.2M | 3.39% | −180−0.1% | Reduced |
| BancorpSouth Bank | 127,859 | $48.1M | 3.91% | +994+0.8% | Added |
| MainStreet Investment Advisors LLC | 127,392 | $47.9M | 5.42% | −3,520−2.7% | Reduced |
| Cobblestone Capital Advisors LLC | 127,315 | $47.9M | 3.15% | −1,765−1.4% | Reduced |
| Albar Capital Ltd | 127,092 | $47.8M | 10.24% | +36,550+40.4% | Added |
| Wahed Invest LLC | 126,801 | $47.7M | 13.38% | +7,844+6.6% | Added |
| Appleton Partners Inc | 126,441 | $47.5M | 3.83% | −8,779−6.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 126,232 | $47.5M | 1.88% | −4,397−3.4% | Reduced |
| Northeast Financial Consultants Inc | 125,755 | $47.3M | 2.62% | +2,225+1.8% | Added |
| NorthRock Partners, LLC | 125,716 | $47.3M | 1.98% | +67,701+116.7% | Added |
| SeaTown Holdings Pte. Ltd. | 125,182 | $47.1M | 6.47% | −153,373−55.1% | Reduced |
| JS Capital Management LLC | 125,000 | $47.0M | 5.62% | −25,000−16.7% | Reduced |
| Petredis Investment Advisors LLC | 124,695 | $46.9M | 6.15% | −3,866−3.0% | Reduced |
| Vident Advisory, LLC | 124,628 | $46.9M | 1.18% | +2,001+1.6% | Added |
| Anderson Hoagland & Co | 119,506 | $46.6M | 5.72% | −5,353−4.3% | Reduced |
| Founders Capital Management, LLC | 123,948 | $46.6M | 9.55% | +355+0.3% | Added |
| Equitable Trust Co | 123,352 | $46.4M | 3.49% | +3,002+2.5% | Added |
| Sumitomo Life Insurance Co | 123,223 | $46.3M | 1.44% | +13,203+12.0% | Added |
| Stonebridge Capital Advisors LLC | 122,977 | $46.2M | 4.64% | −562−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 122,500 | $46.1M | 6.34% | −5,500−4.3% | Reduced |
| Polaris Capital Management, LLC | 121,726 | $45.8M | 2.21% | −2,300−1.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 121,715 | $45.8M | 4.10% | +4,604+3.9% | Added |
| Carret Asset Management, LLC | 121,658 | $45.7M | 5.83% | −785−0.6% | Reduced |
| Managed Asset Portfolios, LLC | 121,463 | $45.7M | 6.93% | −2,942−2.4% | Reduced |
| Overbrook Management Corp | 121,426 | $45.7M | 9.23% | +593+0.5% | Added |
| Constitution Capital LLC | 120,980 | $45.5M | 27.45% | +19,591+19.3% | Added |
| RiverFront Investment Group, LLC | 120,514 | $45.3M | 1.42% | +2,750+2.3% | Added |
| Desjardins Global Asset Management Inc. | 120,400 | $45.3M | 4.87% | −29,085−19.5% | Reduced |
| Stillwater Capital Advisors, LLC | 120,017 | $45.1M | 7.24% | −255−0.2% | Reduced |
| Rollins Financial Advisors, LLC | 119,941 | $45.1M | 9.42% | +119,941 | New |
| Penobscot Investment Management Company, Inc. | 119,876 | $45.1M | 5.28% | +4,958+4.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 119,693 | $45.0M | 3.12% | +2,944+2.5% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 119,586 | $45.0M | 20.06% | +119,586 | New |