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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 85,688 | $32.2M | 1.68% | +202+0.2% | Added |
| Randolph Co Inc | 85,467 | $32.1M | 4.27% | +557+0.7% | Added |
| HBK Sorce Advisory LLC | 85,274 | $32.1M | 1.24% | −6,012−6.6% | Reduced |
| Ostrum Asset Management | 85,196 | $32.0M | 2.78% | −2,345−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 85,183 | $32.0M | 2.60% | +2,266+2.7% | Added |
| Mather Group, LLC. | 85,161 | $32.0M | 0.50% | +2,594+3.1% | Added |
| Hallmark Capital Management Inc | 85,118 | $32.0M | 2.50% | −3,587−4.0% | Reduced |
| Rempart Asset Management Inc. | 85,104 | $32.0M | 6.61% | −1,203−1.4% | Reduced |
| Waycross Partners, LLC | 85,087 | $32.0M | 6.00% | +4,869+6.1% | Added |
| Oxbow Advisors, LLC | 84,932 | $31.9M | 4.85% | −6,981−7.6% | Reduced |
| Invictus Private Wealth, LLC | 84,658 | $31.8M | 3.12% | +4,069+5.0% | Added |
| Cypress Capital Group | 84,658 | $31.8M | 4.14% | −97−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 84,510 | $31.8M | 3.51% | +61+0.1% | Added |
| Pictet North America Advisors SA | 84,474 | $31.8M | 4.10% | −6,457−7.1% | Reduced |
| Avitas Wealth Management LLC | 84,464 | $31.8M | 5.31% | +220+0.3% | Added |
| Tudor Investment Corp Et Al | 84,352 | $31.7M | 0.44% | −109,002−56.4% | Reduced |
| Pacific Global Investment Management CO | 84,092 | $31.6M | 6.44% | −1,832−2.1% | Reduced |
| Fogel Capital Management, Inc. | 76,352 | $31.6M | 24.14% | +76,352 | New |
| Verdence Capital Advisors LLC | 84,000 | $31.6M | 3.06% | +2,232+2.7% | Added |
| TCG Advisory Services, LLC | 83,964 | $31.6M | 2.19% | +30,889+58.2% | Added |
| TruWealth Advisors, LLC | 83,951 | $31.6M | 2.41% | +1,440+1.7% | Added |
| Leavell Investment Management, Inc. | 83,883 | $31.5M | 2.01% | −1,046−1.2% | Reduced |
| Hampton Road Capital Management LP | 83,874 | $31.5M | 5.95% | −83,801−50.0% | Reduced |
| Lake Street Advisors Group, LLC | 83,817 | $31.5M | 1.58% | +2,261+2.8% | Added |
| ARS Wealth Advisors Group, LLC | 83,725 | $31.5M | 4.66% | +18,017+27.4% | Added |
| Integrated Advisors Network LLC | 83,658 | $31.5M | 1.78% | +2,970+3.7% | Added |
| Mark Asset Management LP | 83,584 | $31.4M | 5.12% | −478−0.6% | Reduced |
| SP Asset Management LLC | 83,130 | $31.3M | 3.20% | +180+0.2% | Added |
| Sigma Planning Corp | 83,041 | $31.2M | 2.44% | −85,817−50.8% | Reduced |
| Nations Financial Group Inc, | 83,008 | $31.2M | 2.89% | −1,440−1.7% | Reduced |
| Rings Capital Management LLC | 83,000 | $31.2M | 18.94% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 82,985 | $31.2M | 3.11% | +5,869+7.6% | Added |
| Criteria Caixa, S.A.U. | 82,907 | $31.2M | 3.52% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 82,874 | $31.2M | 5.40% | −2,442−2.9% | Reduced |
| Fidelis Capital Partners, LLC | 82,814 | $31.1M | 6.89% | +18,323+28.4% | Added |
| Tritonpoint Wealth, LLC | 82,744 | $31.1M | 3.04% | +82,744 | New |
| Insigneo Advisory Services, LLC | 82,630 | $31.1M | 4.38% | +14,879+22.0% | Added |
| Quadrant Capital Group LLC | 82,584 | $31.1M | 2.67% | +2,112+2.6% | Added |
| Journey Advisory Group, LLC | 82,370 | $31.0M | 4.21% | −624−0.8% | Reduced |
| Merriman Wealth Management, LLC | 82,189 | $30.9M | 1.50% | +2,566+3.2% | Added |
| Synergy Financial Management, LLC | 82,090 | $30.9M | 5.53% | −443−0.5% | Reduced |
| Courier Capital LLC | 82,072 | $30.9M | 2.34% | −3,252−3.8% | Reduced |
| Private Trust Co NA | 81,983 | $30.8M | 3.62% | +241+0.3% | Added |
| Caldwell Trust Co | 81,871 | $30.8M | 3.89% | −505−0.6% | Reduced |
| WMS Partners, LLC | 81,841 | $30.8M | 2.26% | −6,389−7.2% | Reduced |
| NBC Securities, Inc. | 81,832 | $30.8M | 3.10% | −2,446−2.9% | Reduced |
| Greatmark Investment Partners, Inc. | 81,700 | $30.7M | 4.81% | −1,352−1.6% | Reduced |
| Griffin Asset Management, Inc. | 81,695 | $30.7M | 3.90% | +666+0.8% | Added |
| Gluskin Sheff & Assoc Inc | 81,610 | $30.7M | 3.03% | −27,918−25.5% | Reduced |
| Soditic Asset Management LLP | 81,561 | $30.7M | 22.28% | −3,243−3.8% | Reduced |
| Northwest Investment Counselors, LLC | 81,475 | $30.6M | 8.19% | −207−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 81,345 | $30.6M | 6.36% | +59,479+272.0% | Added |
| Moody National Bank Trust Division | 81,163 | $30.5M | 2.38% | −78,941−49.3% | Reduced |
| Eisler Capital (UK) Ltd. | 81,076 | $30.5M | 2.78% | −433,433−84.2% | Reduced |
| BBR Partners, LLC | 81,002 | $30.5M | 3.11% | −2,620−3.1% | Reduced |
| Hills Bank & Trust Co | 80,713 | $30.4M | 2.97% | +240+0.3% | Added |
| King Wealth | 80,701 | $30.3M | 5.87% | −822−1.0% | Reduced |
| Core Alternative Capital | 80,677 | $30.3M | 5.20% | −9,735−10.8% | Reduced |
| Graypoint LLC | 80,344 | $30.2M | 2.44% | +6,562+8.9% | Added |
| First Nebraska Trust Co | 80,312 | $30.2M | 3.49% | −1,894−2.3% | Reduced |
| Westchester Capital Management, Inc. | 80,267 | $30.2M | 8.12% | −1,436−1.8% | Reduced |
| Professional Advisory Services Inc | 80,262 | $30.2M | 4.31% | −3,889−4.6% | Reduced |
| M. Kraus & Co | 80,219 | $30.2M | 9.83% | +2,647+3.4% | Added |
| Verity & Verity, LLC | 80,185 | $30.2M | 3.46% | −59−0.1% | Reduced |
| Rice Partnership, LLC | 80,096 | $30.1M | 7.86% | +8,936+12.6% | Added |
| Godsey & Gibb Associates | 80,019 | $30.1M | 3.41% | −3,156−3.8% | Reduced |
| Central Securities Corp | 80,000 | $30.1M | 3.27% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $30.1M | 17.64% | 00.0% | Unchanged |
| Westwood Management Corp | 79,700 | $30.0M | 11.09% | −174,550−68.7% | Reduced |
| Edentree Asset Management Ltd | 79,722 | $30.0M | 9.27% | +7,222+10.0% | Added |
| Anchor Capital Advisors LLC | 79,575 | $29.9M | 0.79% | −2,355−2.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 79,548 | $29.9M | 3.04% | −89,366−52.9% | Reduced |
| Hillman Co | 79,505 | $29.9M | 14.06% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 79,476 | $29.9M | 12.13% | −403−0.5% | Reduced |
| DFPG Investments, LLC | 80,603 | $29.9M | 2.33% | +13,490+20.1% | Added |
| Woodmont Investment Counsel LLC | 79,113 | $29.7M | 2.78% | +2,133+2.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 78,958 | $29.7M | 3.45% | +8,324+11.8% | Added |
| Hohimer Wealth Management, LLC | 78,895 | $29.7M | 7.52% | −566−0.7% | Reduced |
| Cigna Investments Inc | 78,801 | $29.6M | 6.14% | −264−0.3% | Reduced |
| Tufton Capital Management | 78,772 | $29.6M | 6.21% | −2,881−3.5% | Reduced |
| Marco Investment Management LLC | 78,686 | $29.6M | 3.03% | −1,852−2.3% | Reduced |
| Silicon Valley Capital Partners | 78,512 | $29.5M | 4.95% | −566−0.7% | Reduced |
| Fiduciary Alliance LLC | 78,364 | $29.5M | 5.80% | +563+0.7% | Added |
| Dividend Assets Capital, LLC | 78,189 | $29.4M | 5.79% | −1,676−2.1% | Reduced |
| Abner Herrman & Brock LLC | 78,093 | $29.4M | 4.12% | −1,339−1.7% | Reduced |
| Nelson Capital Management, LLC | 78,013 | $29.3M | 6.56% | −3,027−3.7% | Reduced |
| Cutler Investment Counsel LLC | 77,722 | $29.2M | 4.18% | −1,990−2.5% | Reduced |
| Wedgewood Partners Inc | 71,706 | $29.1M | 6.13% | −1,966−2.7% | Reduced |
| AlTi Global, Inc. | 77,446 | $29.1M | 0.89% | +77,446 | New |
| Hoffman, Alan N Investment Management | 77,361 | $29.1M | 16.29% | +2,683+3.6% | Added |
| Geneos Wealth Management Inc. | 77,346 | $29.1M | 1.44% | −4,921−6.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 77,190 | $29.0M | 2.44% | +6,067+8.5% | Added |
| Qtron Investments LLC | 77,118 | $29.0M | 4.75% | +5,710+8.0% | Added |
| Mechanics Bank Trust Department | 77,090 | $29.0M | 4.52% | −4,149−5.1% | Reduced |
| Gratus Capital LLC | 77,039 | $29.0M | 1.65% | −3,655−4.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 76,777 | $28.9M | 3.86% | +14,127+22.5% | Added |
| IMC-Chicago, LLC | 76,735 | $28.9M | 0.92% | −8,774−10.3% | Reduced |
| Apexium Financial, LP | 76,585 | $28.8M | 2.07% | +53,707+234.8% | Added |
| Perennial Advisors, LLC | 76,376 | $28.7M | 7.07% | −556−0.7% | Reduced |
| Nemes Rush Group LLC | 76,304 | $28.7M | 4.63% | −330.0% | Reduced |