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 |
|---|---|---|---|---|---|
| United Bank | 99,636 | $37.5M | 4.70% | −2,845−2.8% | Reduced |
| Davy Global Fund Management Ltd | 99,280 | $37.3M | 4.40% | +38,917+64.5% | Added |
| Pennsylvania Capital Management Inc | 98,936 | $37.2M | 14.75% | −8,556−8.0% | Reduced |
| Terry L. Blaker | 98,876 | $37.2M | 3.05% | +707+0.7% | Added |
| Americana Partners, LLC | 99,264 | $37.1M | 3.54% | +795+0.8% | Added |
| Columbia Asset Management | 98,560 | $37.1M | 7.58% | −817−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 98,320 | $37.0M | 0.09% | +639+0.7% | Added |
| Zweig-DiMenna Associates LLC | 97,710 | $36.7M | 4.23% | +2,235+2.3% | Added |
| Night Owl Capital Management, LLC | 116,208 | $36.7M | 9.19% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 97,163 | $36.5M | 1.19% | −11,736−10.8% | Reduced |
| Fiduciary Group LLC | 96,962 | $36.5M | 4.27% | −4,321−4.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 96,827 | $36.4M | 0.59% | +10,748+12.5% | Added |
| American National Bank | 96,809 | $36.4M | 5.72% | +570+0.6% | Added |
| Anchor Investment Management, LLC | 96,688 | $36.4M | 4.16% | +2,183+2.3% | Added |
| Canandaigua National Bank & Trust Co | 96,681 | $36.4M | 5.62% | −991−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 96,653 | $36.3M | 3.23% | −10,341−9.7% | Reduced |
| ProVise Management Group, LLC | 96,558 | $36.3M | 3.08% | +1,284+1.3% | Added |
| Mengis Capital Management, Inc. | 96,249 | $36.2M | 6.78% | −290−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 95,859 | $36.0M | 5.12% | +95,859 | New |
| GLOBALT Investments LLC | 95,729 | $36.0M | 1.50% | +95,729 | New |
| Country Club Bank | 95,844 | $36.0M | 2.72% | −2,354−2.4% | Reduced |
| Lee Danner & Bass Inc | 95,650 | $36.0M | 3.08% | −12,341−11.4% | Reduced |
| Rossmore Private Capital | 95,537 | $35.9M | 5.08% | −220−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 95,249 | $35.8M | 4.07% | +63,372+198.8% | Added |
| Hunter Associates Investment Management LLC | 95,061 | $35.7M | 6.54% | −1,139−1.2% | Reduced |
| Harvest Portfolios Group Inc. | 94,960 | $35.7M | 1.51% | −21,399−18.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 95,244 | $35.7M | 4.89% | −8,812−8.5% | Reduced |
| Bank of Nova Scotia Trust Co | 94,758 | $35.6M | 4.00% | −4,025−4.1% | Reduced |
| Private Advisory Group LLC | 94,743 | $35.6M | 6.18% | −311−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 87,926 | $35.5M | 7.04% | −2,863−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 88,085 | $35.5M | 1.64% | −596−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 94,290 | $35.5M | 6.63% | −3,814−3.9% | Reduced |
| Culbertson A N & Co Inc | 94,246 | $35.4M | 6.59% | −747−0.8% | Reduced |
| Smithfield Trust Co | 94,079 | $35.4M | 1.99% | −1,155−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 94,136 | $35.4M | 1.99% | +18,341+24.2% | Added |
| James Investment Research Inc | 93,924 | $35.3M | 4.44% | −6,961−6.9% | Reduced |
| Ascent Group, LLC | 85,020 | $35.3M | 3.35% | +1,584+1.9% | Added |
| Greenwood Gearhart Inc | 93,739 | $35.2M | 3.76% | −40,500−30.2% | Reduced |
| Jacobs & Co | 93,717 | $35.2M | 4.00% | −2,168−2.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 93,083 | $35.0M | 3.53% | −272−0.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 93,059 | $35.0M | 6.63% | −33,326−26.4% | Reduced |
| WCG Wealth Advisors LLC | 92,921 | $34.9M | 2.57% | −6,224−6.3% | Reduced |
| German American Bancorp, Inc. | 92,526 | $34.8M | 4.58% | −265−0.3% | Reduced |
| Vicus Capital | 92,496 | $34.8M | 3.52% | −5,576−5.7% | Reduced |
| Goelzer Investment Management, Inc. | 92,454 | $34.8M | 2.24% | +1,251+1.4% | Added |
| Mitchell Sinkler & Starr | 92,416 | $34.8M | 6.32% | +19,412+26.6% | Added |
| Fagan Associates, Inc. | 92,333 | $34.7M | 7.55% | −152−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 145,913 | $34.7M | 4.00% | +1,478+1.0% | Added |
| Western Wealth Management, LLC | 92,158 | $34.7M | 2.50% | +2,563+2.9% | Added |
| Bath Savings Trust Co | 91,836 | $34.5M | 3.87% | +708+0.8% | Added |
| World Equity Group, Inc. | 91,826 | $34.5M | 6.93% | −930−1.0% | Reduced |
| Hartline Investment Corp | 91,540 | $34.4M | 5.57% | −712−0.8% | Reduced |
| Sky Investment Group LLC | 91,455 | $34.4M | 7.25% | −651−0.7% | Reduced |
| Wallington Asset Management, LLC | 91,354 | $34.4M | 5.79% | +119+0.1% | Added |
| Bensler, LLC | 91,172 | $34.3M | 5.69% | +4,240+4.9% | Added |
| Visionary Wealth Advisors | 91,152 | $34.3M | 2.52% | +571+0.6% | Added |
| Ardevora Asset Management LLP | 91,127 | $34.3M | 3.05% | −106,729−53.9% | Reduced |
| Mane Global Capital Management LP | 91,060 | $34.2M | 3.30% | −44,760−33.0% | Reduced |
| Progressive Investment Management Corp | 90,790 | $34.1M | 9.71% | −1,234−1.3% | Reduced |
| Nexus Investment Management ULC | 90,650 | $34.1M | 3.56% | −15,976−15.0% | Reduced |
| Cullen Investment Group, Ltd. | 90,423 | $34.0M | 5.95% | +90,423 | New |
| Strategic Advisors LLC | 90,323 | $34.0M | 6.43% | −848−0.9% | Reduced |
| Churchill Management Corp | 90,170 | $33.9M | 0.52% | +279+0.3% | Added |
| Waldron Private Wealth LLC | 90,091 | $33.9M | 1.61% | −2,598−2.8% | Reduced |
| Perseverance Asset Management International | 90,000 | $33.8M | 8.06% | −20,000−18.2% | Reduced |
| Cartenna Capital, LP | 90,000 | $33.8M | 3.54% | −17,500−16.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 89,833 | $33.8M | 4.57% | +1,511+1.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 89,762 | $33.8M | 7.45% | −3,676−3.9% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $33.7M | 3.48% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 89,559 | $33.7M | 5.06% | −1,777−1.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 89,451 | $33.6M | 3.94% | +435+0.5% | Added |
| First Hawaiian Bank | 89,317 | $33.6M | 1.06% | −3,152−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 89,267 | $33.6M | 0.90% | +548+0.6% | Added |
| Greenlea Lane Capital Management, LLC | 89,165 | $33.5M | 10.38% | −475−0.5% | Reduced |
| Mitchell Capital Management Co | 88,954 | $33.5M | 7.04% | +2,413+2.8% | Added |
| Essex Financial Services, Inc. | 88,718 | $33.4M | 3.45% | +1,039+1.2% | Added |
| United Asset Strategies, Inc. | 88,701 | $33.4M | 3.75% | −1,240−1.4% | Reduced |
| Peachtree Investment Partners, LLC | 88,533 | $33.3M | 13.66% | +3,413+4.0% | Added |
| Blue Fin Capital, Inc. | 88,407 | $33.2M | 8.53% | +5,865+7.1% | Added |
| Covington Investment Advisors Inc. | 88,384 | $33.2M | 6.04% | +1,464+1.7% | Added |
| Allen Operations LLC | 88,383 | $33.2M | 6.60% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 88,314 | $33.2M | 3.08% | −2,597−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 89,863 | $33.0M | 4.08% | −684−0.8% | Reduced |
| Coronation Fund Managers Ltd. | 87,859 | $33.0M | 0.92% | −35,981−29.1% | Reduced |
| V-Square Quantitative Management LLC | 87,624 | $33.0M | 7.85% | +39,775+83.1% | Added |
| Galvin, Gaustad & Stein, LLC | 87,560 | $32.9M | 3.08% | −2,815−3.1% | Reduced |
| Horiko Capital Management LLC | 87,528 | $32.9M | 11.81% | +21,087+31.7% | Added |
| First Financial Bank - Trust Division | 87,468 | $32.9M | 3.35% | −2,952−3.3% | Reduced |
| Value Partners Investments Inc. | 87,511 | $32.8M | 2.62% | +506+0.6% | Added |
| 1st Source Bank | 87,187 | $32.8M | 1.98% | −1,719−1.9% | Reduced |
| Palisade Capital Management LLC | 87,038 | $32.7M | 0.87% | +1,535+1.8% | Added |
| Quantitative Investment Management, LLC | 86,804 | $32.6M | 1.88% | +86,804 | New |
| Payden & Rygel | 86,530 | $32.5M | 2.36% | −13,600−13.6% | Reduced |
| WS Portfolio Advisory, LLC | 86,443 | $32.5M | 6.02% | +7,584+9.6% | Added |
| Edge Wealth Management LLC | 86,402 | $32.5M | 7.11% | −1,662−1.9% | Reduced |
| Edge Capital Group, LLC | 86,031 | $32.4M | 1.80% | +3,554+4.3% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $32.3M | 20.57% | 00.0% | Unchanged |
| Trust Asset Management LLC | 85,929 | $32.3M | 3.12% | 00.0% | Unchanged |
| Charter Trust Co | 85,916 | $32.3M | 2.41% | +201+0.2% | Added |
| Clare Market Investments LLC | 85,728 | $32.2M | 11.21% | +357+0.4% | Added |