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
- 5,217
- +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
- 2,012 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 119,322 | $44.9M | 3.01% | −3,520−2.9% | Reduced |
| Heritage Trust Co | 119,093 | $44.8M | 6.30% | −1,117−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 119,043 | $44.8M | 2.81% | +2,554+2.2% | Added |
| Main Street Research LLC | 118,834 | $44.7M | 3.59% | +2,230+1.9% | Added |
| Monolith Management Ltd | 118,500 | $44.6M | 23.34% | +118,500 | New |
| Level Four Advisory Services, LLC | 118,337 | $44.5M | 2.50% | −2,972−2.4% | Reduced |
| Milestones Administradora de Recursos Ltda. | 118,125 | $44.4M | 34.84% | −37,185−23.9% | Reduced |
| Garde Capital, Inc. | 117,501 | $44.2M | 3.37% | −1,460−1.2% | Reduced |
| Fulton Bank, N.A. | 117,422 | $44.2M | 1.99% | −368−0.3% | Reduced |
| Merit Financial Group, LLC | 117,287 | $44.1M | 1.34% | −39,235−25.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 117,094 | $44.0M | 8.97% | −1,588−1.3% | Reduced |
| Callahan Advisors, LLC | 116,912 | $44.0M | 5.10% | −497−0.4% | Reduced |
| GW Henssler & Associates Ltd | 116,709 | $43.9M | 2.90% | −4,391−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 116,181 | $43.7M | 3.71% | +12,780+12.4% | Added |
| Cornerstone Investment Partners, LLC | 115,897 | $43.6M | 2.45% | −1,646−1.4% | Reduced |
| Kadensa Capital Ltd | 115,852 | $43.6M | 10.98% | −89,441−43.6% | Reduced |
| Manitou Investment Management Ltd. | 115,818 | $43.6M | 9.46% | −4,634−3.8% | Reduced |
| Teamwork Financial Advisors, LLC | 115,772 | $43.5M | 7.47% | +1,136+1.0% | Added |
| RSM US Wealth Management LLC | 115,477 | $43.4M | 1.18% | +17,537+17.9% | Added |
| Global Retirement Partners, LLC | 111,121 | $43.4M | 1.81% | +2,972+2.7% | Added |
| Roberts Wealth Advisors, LLC | 37,540 | $43.3M | 7.07% | −384−1.0% | Reduced |
| Soltis Investment Advisors LLC | 115,054 | $43.3M | 4.88% | −1,417−1.2% | Reduced |
| Spinnaker Trust | 114,754 | $43.2M | 2.94% | +617+0.5% | Added |
| Steel Peak Wealth Management LLC | 114,511 | $43.1M | 2.52% | −42,091−26.9% | Reduced |
| Newbrook Capital Advisors LP | 114,355 | $43.0M | 6.41% | −37,644−24.8% | Reduced |
| Harvest Fund Management Co., Ltd | 113,964 | $42.9M | 6.68% | +9,529+9.1% | Added |
| Washington Trust Bank | 114,049 | $42.9M | 3.80% | −4,929−4.1% | Reduced |
| Auxier Asset Management | 113,883 | $42.8M | 6.93% | −1,200−1.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 113,803 | $42.8M | 3.75% | +2,103+1.9% | Added |
| KMG Fiduciary Partners, LLC | 113,710 | $42.8M | 4.98% | +1,199+1.1% | Added |
| Bell Asset Management Ltd | 113,093 | $42.5M | 6.49% | −17,544−13.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 112,673 | $42.4M | 14.17% | +280.0% | Added |
| Clarkston Capital Partners, LLC | 112,598 | $42.3M | 0.78% | −1,679−1.5% | Reduced |
| Moran Wealth Management, LLC | 112,160 | $42.2M | 1.50% | −1,904−1.7% | Reduced |
| Capital Analysts, LLC | 111,960 | $42.1M | 2.12% | +1,092+1.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 111,906 | $42.1M | 5.44% | +73+0.1% | Added |
| Schnieders Capital Management LLC | 111,653 | $42.0M | 9.25% | −8,944−7.4% | Reduced |
| Wilsey Asset Management Inc | 111,356 | $41.9M | 8.55% | +410.0% | Added |
| Tompkins Financial Corp | 111,312 | $41.9M | 5.07% | −1,334−1.2% | Reduced |
| Linscomb & Williams, Inc. | 111,254 | $41.8M | 2.30% | −3,343−2.9% | Reduced |
| CSM Advisors, LLC | 111,177 | $41.8M | 3.01% | +670+0.6% | Added |
| Franchise Capital Ltd | 111,035 | $41.8M | 10.45% | +62,642+129.4% | Added |
| Lynch & Associates | 110,955 | $41.7M | 10.14% | −1,939−1.7% | Reduced |
| Summit Global Investments | 110,930 | $41.7M | 2.73% | −8,351−7.0% | Reduced |
| Renaissance Group LLC | 110,498 | $41.6M | 1.72% | −3,856−3.4% | Reduced |
| Jag Capital Management, LLC | 110,543 | $41.6M | 6.37% | −58,135−34.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 110,542 | $41.6M | 4.53% | −2,433−2.2% | Reduced |
| 180 Wealth Advisors, LLC | 112,065 | $41.6M | 8.32% | −1,862−1.6% | Reduced |
| Stewart & Patten Co LLC | 110,344 | $41.5M | 6.49% | −2,992−2.6% | Reduced |
| Wellington Shields Capital Management, LLC | 109,899 | $41.3M | 5.16% | +1,829+1.7% | Added |
| Novare Capital Management LLC | 109,744 | $41.3M | 4.20% | −1,285−1.2% | Reduced |
| We Are One Seven, LLC | 109,662 | $41.2M | 2.39% | +17,826+19.4% | Added |
| Principal Securities, Inc. | 109,204 | $41.1M | 1.53% | +109,204 | New |
| Dock Street Asset Management Inc | 108,914 | $41.0M | 6.40% | −613−0.6% | Reduced |
| Hilton Capital Management, LLC | 108,591 | $40.8M | 4.38% | −127−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 100,942 | $40.8M | 1.09% | +30,460+43.2% | Added |
| Means Investment Co., Inc. | 108,282 | $40.7M | 5.87% | +4,447+4.3% | Added |
| First American Trust, FSB | 108,190 | $40.7M | 5.03% | +5,698+5.6% | Added |
| Principle Wealth Partners LLC | 107,901 | $40.6M | 3.49% | +216+0.2% | Added |
| Auto-Owners Insurance Co | 107,545 | $40.4M | 1.22% | 00.0% | Unchanged |
| Oak Associates, Ltd | 107,486 | $40.4M | 3.06% | −389−0.4% | Reduced |
| Circle Wealth Management, LLC | 106,590 | $40.1M | 1.02% | +611+0.6% | Added |
| Group One Trading, L.P. | 106,517 | $40.1M | 1.26% | +106,517 | New |
| LMR Partners LLP | 106,365 | $40.0M | 1.00% | −50,539−32.2% | Reduced |
| Weatherly Asset Management L. P. | 106,101 | $39.9M | 4.30% | −3,059−2.8% | Reduced |
| FourThought Financial Partners, LLC | 106,076 | $39.9M | 5.00% | −1,350−1.3% | Reduced |
| Abbrea Capital, LLC | 105,966 | $39.8M | 5.73% | −165−0.2% | Reduced |
| WestEnd Advisors, LLC | 105,667 | $39.7M | 1.09% | −2,266−2.1% | Reduced |
| IHT Wealth Management, LLC | 105,343 | $39.6M | 1.77% | −3,449−3.2% | Reduced |
| Bridgeway Capital Management, LLC | 105,304 | $39.6M | 0.85% | −3,700−3.4% | Reduced |
| DDD Partners, LLC | 105,206 | $39.6M | 5.32% | −511−0.5% | Reduced |
| Lakeside Advisors, INC. | 105,003 | $39.5M | 27.42% | −1,672−1.6% | Reduced |
| Untitled Investments LP | 105,001 | $39.5M | 13.56% | 00.0% | Unchanged |
| Coastline Trust Co | 104,950 | $39.5M | 5.25% | +5,106+5.1% | Added |
| Shufro Rose & Co LLC | 124,382 | $39.3M | 3.74% | −764−0.6% | Reduced |
| Addenda Capital Inc. | 104,284 | $39.2M | 1.53% | −4,313−4.0% | Reduced |
| Montag & Caldwell, LLC | 104,268 | $39.2M | 6.84% | −59,124−36.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 104,095 | $39.1M | 2.45% | +316+0.3% | Added |
| Blue Chip Partners, Inc. | 103,913 | $39.1M | 4.08% | +240+0.2% | Added |
| Telemus Capital, LLC | 103,568 | $38.9M | 3.21% | −4,429−4.1% | Reduced |
| Chescapmanager LLC | 103,392 | $38.9M | 9.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103,266 | $38.8M | 6.83% | −52−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 103,199 | $38.8M | 2.27% | +16,786+19.4% | Added |
| Amussen Hunsaker Associates LLC | 103,083 | $38.8M | 7.84% | −1,714−1.6% | Reduced |
| Pitcairn Co | 102,823 | $38.7M | 2.86% | −2,537−2.4% | Reduced |
| CapWealth Advisors, LLC | 102,716 | $38.6M | 4.71% | −1,234−1.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 102,333 | $38.5M | 4.08% | +102,333 | New |
| Resources Management Corp | 102,316 | $38.5M | 5.72% | −7,525−6.9% | Reduced |
| Boston Common Asset Management, LLC | 102,141 | $38.4M | 0.87% | −5,118−4.8% | Reduced |
| Archon Partners LLC | 102,000 | $38.4M | 5.29% | 00.0% | Unchanged |
| RWWM, Inc. | 101,468 | $38.2M | 4.43% | −412−0.4% | Reduced |
| Ithaka Group LLC | 101,285 | $38.1M | 7.53% | −8,501−7.7% | Reduced |
| LaFleur & Godfrey LLC | 101,229 | $38.1M | 5.68% | −518−0.5% | Reduced |
| North Star Investment Management Corp. | 101,015 | $38.0M | 2.92% | −111−0.1% | Reduced |
| Connors Investor Services Inc | 100,929 | $38.0M | 4.26% | −1,886−1.8% | Reduced |
| Simmons Bank | 100,785 | $37.9M | 3.09% | −750−0.7% | Reduced |
| Auxano Advisors, LLC | 100,232 | $37.7M | 12.66% | −1,675−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 100,006 | $37.6M | 4.31% | +2,636+2.7% | Added |
| Bornite Capital Management LP | 100,000 | $37.6M | 8.80% | 00.0% | Unchanged |
| Girard Partners Ltd. | 99,952 | $37.6M | 3.81% | −3,484−3.4% | Reduced |