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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 76,131 | $28.6M | 3.25% | +1,621+2.2% | Added |
| Wedmont Private Capital | 76,345 | $28.6M | 2.34% | +10,615+16.1% | Added |
| MIG Capital, LLC | 76,062 | $28.6M | 4.00% | −10,527−12.2% | Reduced |
| GHP Investment Advisors, Inc. | 76,061 | $28.6M | 1.55% | −431−0.6% | Reduced |
| FDx Advisors, Inc. | 76,053 | $28.6M | 2.21% | +5,278+7.5% | Added |
| DRW Securities, LLC | 75,938 | $28.6M | 0.86% | −39,920−34.5% | Reduced |
| Jasper Ridge Partners, L.P. | 75,938 | $28.6M | 1.14% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 75,937 | $28.6M | 4.24% | −1,079−1.4% | Reduced |
| Glynn Capital Management LLC | 75,784 | $28.5M | 5.33% | −1,100−1.4% | Reduced |
| Intrust Bank NA | 75,689 | $28.5M | 3.30% | −90−0.1% | Reduced |
| Brasada Capital Management, LP | 75,280 | $28.3M | 5.58% | +4,434+6.3% | Added |
| Walter Public Investments Inc. | 75,239 | $28.3M | 5.94% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 75,205 | $28.3M | 7.11% | −606−0.8% | Reduced |
| XML Financial, LLC | 75,143 | $28.3M | 2.98% | +790+1.1% | Added |
| SlateStone Wealth, LLC | 75,081 | $28.2M | 3.66% | +2,576+3.6% | Added |
| Miura Global Management, LLC | 75,000 | $28.2M | 15.77% | −5,000−6.3% | Reduced |
| Wildcat Capital Management, LLC | 75,000 | $28.2M | 9.75% | 00.0% | Unchanged |
| PFG Advisors | 74,795 | $28.1M | 2.27% | −311−0.4% | Reduced |
| RAM Investment Partners, LLC | 74,710 | $28.1M | 9.80% | +16,581+28.5% | Added |
| Junto Capital Management LP | 74,676 | $28.1M | 0.65% | −54,696−42.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 74,651 | $28.1M | 6.08% | −646−0.9% | Reduced |
| SageView Advisory Group, LLC | 68,524 | $28.0M | 1.21% | +22,479+48.8% | Added |
| Wintrust Investments LLC | 74,400 | $28.0M | 2.71% | +13,427+22.0% | Added |
| Tamar Securities, LLC | 74,367 | $28.0M | 5.49% | +13,947+23.1% | Added |
| Naples Global Advisors, LLC | 74,306 | $27.9M | 3.07% | −1,370−1.8% | Reduced |
| Orbis Allan Gray Ltd | 74,279 | $27.9M | 0.18% | 00.0% | Unchanged |
| LSV Asset Management | 74,200 | $27.9M | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 74,037 | $27.8M | 2.85% | +14,090+23.5% | Added |
| Titan Global Capital Management USA LLC | 73,990 | $27.8M | 5.71% | −2,456−3.2% | Reduced |
| Buckley Wealth Management, LLC | 73,986 | $27.8M | 9.66% | −533−0.7% | Reduced |
| Greenwood Capital Associates LLC | 73,919 | $27.8M | 3.60% | −65−0.1% | Reduced |
| Centre Asset Management, LLC | 73,912 | $27.8M | 6.71% | −8,226−10.0% | Reduced |
| First Western Trust Bank | 73,846 | $27.8M | 1.38% | +290.0% | Added |
| Exchange Capital Management, Inc. | 73,729 | $27.7M | 4.98% | +554+0.8% | Added |
| Money Concepts Capital Corp | 73,525 | $27.7M | 2.57% | −1,032−1.4% | Reduced |
| Exor Capital LLP | 73,526 | $27.6M | 1.33% | +25,000+51.5% | Added |
| JLB & Associates Inc | 73,488 | $27.6M | 3.97% | −494−0.7% | Reduced |
| Buffington Mohr McNeal | 73,480 | $27.6M | 5.55% | +47+0.1% | Added |
| Dash Acquisitions Inc. | 71,703 | $27.4M | 9.77% | +462+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 72,986 | $27.4M | 4.95% | +6,572+9.9% | Added |
| Covenant Asset Management, LLC | 72,982 | $27.4M | 7.64% | −4,983−6.4% | Reduced |
| Claret Asset Management Corp | 72,890 | $27.4M | 4.90% | −519−0.7% | Reduced |
| Marex Group plc | 72,794 | $27.4M | 1.08% | +72,794 | New |
| Financial Insights, Inc. | 72,774 | $27.4M | 8.56% | +386+0.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 72,815 | $27.4M | 1.88% | −13,784−15.9% | Reduced |
| Pinnbrook Capital Management LP | 72,676 | $27.3M | 6.39% | +60,638+503.7% | Added |
| Venturi Wealth Management, LLC | 72,496 | $27.3M | 1.93% | +662+0.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 72,305 | $27.2M | 2.44% | −790−1.1% | Reduced |
| Lathrop Investment Management Corp | 72,171 | $27.1M | 5.54% | −2,610−3.5% | Reduced |
| Varenne Capital Partners | 72,150 | $27.1M | 11.58% | +72,150 | New |
| Monetary Management Group Inc | 72,095 | $27.1M | 8.46% | −2,670−3.6% | Reduced |
| Blackhill Capital Inc | 72,050 | $27.1M | 2.17% | +1,200+1.7% | Added |
| Holderness Investments Co | 71,956 | $27.1M | 7.43% | +17,292+31.6% | Added |
| De Burlo Group Inc | 85,467 | $27.0M | 4.69% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 71,729 | $27.0M | 5.14% | −500−0.7% | Reduced |
| Pioneer Trust Bank N A | 71,685 | $27.0M | 8.03% | +1,594+2.3% | Added |
| Thompson Investment Management, Inc. | 71,628 | $26.9M | 4.33% | −5,005−6.5% | Reduced |
| Hutchinson Capital Management | 71,504 | $26.9M | 5.86% | −442−0.6% | Reduced |
| Webster Bank, N. A. | 71,498 | $26.9M | 3.29% | −161−0.2% | Reduced |
| Parcion Private Wealth LLC | 71,491 | $26.9M | 2.46% | −1,045−1.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 71,455 | $26.9M | 6.49% | −13,325−15.7% | Reduced |
| Zevin Asset Management LLC | 71,237 | $26.8M | 4.81% | +915+1.3% | Added |
| Paragon Capital Management Ltd | 71,084 | $26.7M | 5.47% | −250.0% | Reduced |
| Boothbay Fund Management, LLC | 71,070 | $26.7M | 1.00% | +8,480+13.5% | Added |
| River Wealth Advisors LLC | 70,948 | $26.7M | 4.26% | −1,379−1.9% | Reduced |
| McRae Capital Management Inc | 70,912 | $26.7M | 6.67% | −349−0.5% | Reduced |
| Guardian Capital Advisors LP | 71,090 | $26.6M | 2.78% | −4,282−5.7% | Reduced |
| Fulcrum Capital LLC | 70,690 | $26.6M | 6.87% | −6,205−8.1% | Reduced |
| Vision Capital Management, Inc. | 70,480 | $26.5M | 4.13% | +1,244+1.8% | Added |
| Fragasso Group Inc. | 70,219 | $26.4M | 2.40% | −2,835−3.9% | Reduced |
| Northern Oak Wealth Management Inc | 70,159 | $26.4M | 3.15% | −6,374−8.3% | Reduced |
| CCM Investment Advisers LLC | 70,018 | $26.3M | 3.24% | −55−0.1% | Reduced |
| Atika Capital Management LLC | 70,000 | $26.3M | 3.74% | −5,500−7.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 69,904 | $26.3M | 0.83% | +2,137+3.2% | Added |
| BKD Wealth Advisors, LLC | 69,866 | $26.3M | 0.73% | +2,111+3.1% | Added |
| China Universal Asset Management Co., Ltd. | 69,841 | $26.3M | 5.11% | +2,830+4.2% | Added |
| Van Strum & Towne Inc. | 69,714 | $26.2M | 10.27% | −576−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 69,622 | $26.2M | 6.91% | +2,652+4.0% | Added |
| CMH Wealth Management LLC | 69,608 | $26.2M | 6.34% | −916−1.3% | Reduced |
| BFSG, LLC | 69,407 | $26.1M | 3.80% | −1,007−1.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 69,379 | $26.1M | 2.54% | +623+0.9% | Added |
| Toth Financial Advisory Corp | 69,270 | $26.0M | 3.53% | +1,747+2.6% | Added |
| Wellington Shields & Co., LLC | 69,215 | $26.0M | 9.60% | −1,090−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 64,986 | $26.0M | 1.43% | −11,758−15.3% | Reduced |
| RNC Capital Management LLC | 69,053 | $26.0M | 1.56% | +6,484+10.4% | Added |
| Beach Investment Counsel Inc | 69,047 | $26.0M | 3.20% | +30,312+78.3% | Added |
| Stratos Wealth Advisors, LLC | 68,936 | $25.9M | 1.49% | +5,559+8.8% | Added |
| Credential Qtrade Securities Inc. | 68,861 | $25.9M | 1.54% | −3,073−4.3% | Reduced |
| Hodges Capital Management Inc. | 68,818 | $25.9M | 1.38% | +15,605+29.3% | Added |
| Joel Isaacson & Co., LLC | 68,584 | $25.8M | 1.58% | +1,932+2.9% | Added |
| AMG National Trust Bank | 68,474 | $25.7M | 0.81% | +570+0.8% | Added |
| Arkadios Wealth Advisors | 68,426 | $25.7M | 2.18% | +1,119+1.7% | Added |
| Clear Harbor Asset Management, LLC | 68,380 | $25.7M | 2.46% | −685−1.0% | Reduced |
| Azzad Asset Management Inc | 68,311 | $25.7M | 3.25% | +707+1.0% | Added |
| RDST Capital LLC | 68,300 | $25.7M | 8.18% | −4,835−6.6% | Reduced |
| Peak Asset Management, LLC | 68,263 | $25.7M | 5.65% | −575−0.8% | Reduced |
| Zions Bancorporation, N.A. | 68,261 | $25.7M | 1.77% | +209+0.3% | Added |
| International Assets Investment Management, LLC | 68,068 | $25.6M | 3.25% | +68,068 | New |
| Arjuna Capital | 67,911 | $25.5M | 7.99% | +3,116+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 67,780 | $25.5M | 6.44% | −339−0.5% | Reduced |