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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 67,751 | $25.5M | 4.76% | +106+0.2% | Added |
| Fundamentun, LLC | 67,737 | $25.5M | 3.01% | −922−1.3% | Reduced |
| Perkins Coie Trust Co | 67,716 | $25.5M | 6.43% | −1,173−1.7% | Reduced |
| Symmetry Investments LP | 67,705 | $25.5M | 4.66% | +31,655+87.8% | Added |
| Csenge Advisory Group | 67,680 | $25.5M | 1.59% | +3,617+5.6% | Added |
| Hound Partners, LLC | 67,650 | $25.4M | 7.93% | −54,261−44.5% | Reduced |
| Somerville Kurt F | 67,623 | $25.4M | 4.79% | −1,383−2.0% | Reduced |
| Tenere Capital LLC | 67,431 | $25.4M | 8.29% | +15,003+28.6% | Added |
| Rothschild Investment LLC | 67,366 | $25.3M | 2.12% | +67,366 | New |
| Brown Shipley& Co Ltd | 67,325 | $25.3M | 12.54% | +4,812+7.7% | Added |
| SFMG, LLC | 67,280 | $25.3M | 2.34% | −397−0.6% | Reduced |
| Deltec Asset Management LLC | 67,147 | $25.2M | 5.68% | −8,280−11.0% | Reduced |
| Angeles Wealth Management, LLC | 67,141 | $25.2M | 3.08% | +599+0.9% | Added |
| Regal Investment Advisors LLC | 66,964 | $25.2M | 1.90% | −58−0.1% | Reduced |
| Mirabaud & Cie SA | 66,959 | $25.2M | 8.39% | +66,959 | New |
| Claar Advisors LLC | 66,917 | $25.2M | 8.93% | −5,530−7.6% | Reduced |
| Belpointe Asset Management LLC | 66,912 | $25.2M | 2.21% | +6,591+10.9% | Added |
| Leuthold Group, LLC | 66,783 | $25.1M | 3.14% | −48−0.1% | Reduced |
| Legacy Private Trust Co. | 66,776 | $25.1M | 2.00% | +58+0.1% | Added |
| Flagship Harbor Advisors, LLC | 66,370 | $25.0M | 1.81% | +10,382+18.5% | Added |
| Iyo Bank, Ltd. | 66,077 | $24.8M | 11.79% | 00.0% | Unchanged |
| Howe & Rusling Inc | 66,005 | $24.8M | 2.63% | +870+1.3% | Added |
| Bright Rock Capital Management, LLC | 66,000 | $24.8M | 5.62% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 65,934 | $24.8M | 3.32% | −3,134−4.5% | Reduced |
| Atlas Capital Advisors LLC | 65,925 | $24.8M | 3.59% | +4,754+7.8% | Added |
| Borer Denton & Associates, Inc. | 65,855 | $24.8M | 9.48% | −496−0.7% | Reduced |
| Segment Wealth Management, LLC | 65,807 | $24.7M | 2.19% | +1,700+2.7% | Added |
| Community Bank, N.A. | 65,623 | $24.7M | 3.22% | −1,380−2.1% | Reduced |
| Delap Wealth Advisory, LLC | 65,038 | $24.5M | 11.07% | +62,618+2,587.5% | Added |
| Broadleaf Partners, LLC | 64,785 | $24.4M | 7.14% | −280−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 64,622 | $24.3M | 0.97% | −903−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 76,835 | $24.3M | 0.39% | −7,061−8.4% | Reduced |
| Farther Finance Advisors, LLC | 64,506 | $24.3M | 1.75% | +28,021+76.8% | Added |
| Annex Advisory Services, LLC | 64,431 | $24.2M | 1.01% | +6,736+11.7% | Added |
| Hayek Kallen Investment Management | 64,370 | $24.2M | 10.11% | −736−1.1% | Reduced |
| Bellecapital International Ltd. | 64,358 | $24.2M | 5.50% | −3,858−5.7% | Reduced |
| AMS Capital Ltda | 64,297 | $24.2M | 9.04% | +7,958+14.1% | Added |
| Jamison Private Wealth Management, Inc. | 64,277 | $24.2M | 4.53% | −268−0.4% | Reduced |
| DT Investment Partners, LLC | 59,049 | $24.1M | 2.61% | −167−0.3% | Reduced |
| AdvisorNet Financial, Inc | 64,150 | $24.1M | 2.22% | +935+1.5% | Added |
| Sepio Capital, LP | 64,130 | $24.1M | 2.03% | −4,994−7.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 64,033 | $24.1M | 2.97% | +8,332+15.0% | Added |
| Summit Trail Advisors, LLC | 64,032 | $24.1M | 0.80% | −1,980−3.0% | Reduced |
| D L Carlson Investment Group Inc | 59,163 | $24.1M | 4.90% | −17,243−22.6% | Reduced |
| Summit Financial, LLC | 63,952 | $24.0M | 1.57% | +2,146+3.5% | Added |
| Nomura Holdings Inc | 63,872 | $24.0M | 0.22% | −276,194−81.2% | Reduced |
| Icon Wealth Advisors, LLC | 63,843 | $24.0M | 2.50% | +63,843 | New |
| Middleton & Co Inc | 63,821 | $24.0M | 2.99% | −403−0.6% | Reduced |
| Lighthouse Investment Partners, LLC | 63,782 | $24.0M | 1.75% | −34,472−35.1% | Reduced |
| SYSTM Wealth Solutions LLC | 63,760 | $24.0M | 3.32% | −1,067−1.6% | Reduced |
| Augustine Asset Management Inc | 63,733 | $24.0M | 10.61% | +1,269+2.0% | Added |
| Mattern Wealth Management LLC | 63,642 | $23.9M | 6.15% | −460−0.7% | Reduced |
| NatWest Group plc | 63,572 | $23.9M | 9.99% | +4,391+7.4% | Added |
| Court Place Advisors, LLC | 63,474 | $23.9M | 7.84% | −430−0.7% | Reduced |
| One Capital Management, LLC | 63,406 | $23.8M | 0.94% | −1,781−2.7% | Reduced |
| Zuckerman Investment Group, LLC | 63,365 | $23.8M | 3.08% | +1,921+3.1% | Added |
| Field & Main Bank | 63,318 | $23.8M | 10.07% | −73−0.1% | Reduced |
| Valley National Advisers Inc | 63,308 | $23.8M | 3.78% | +2,724+4.5% | Added |
| Graham Capital Management, L.P. | 63,291 | $23.8M | 0.76% | −58,530−48.0% | Reduced |
| 11 Capital Partners LP | 63,256 | $23.8M | 11.49% | −15,200−19.4% | Reduced |
| Blacksheep Fund Management Ltd | 63,242 | $23.8M | 9.41% | −94,138−59.8% | Reduced |
| Aragon Global Management, LP | 63,237 | $23.8M | 13.49% | +63,237 | New |
| Chemung Canal Trust Co | 63,113 | $23.7M | 4.91% | −2,764−4.2% | Reduced |
| Morningstar Investment Management LLC | 63,034 | $23.7M | 2.72% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 63,009 | $23.7M | 3.46% | +2,788+4.6% | Added |
| Sand Hill Global Advisors, LLC | 62,958 | $23.7M | 1.14% | −159−0.3% | Reduced |
| Chicago Trust Co NA | 62,813 | $23.6M | 5.25% | −4,143−6.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 62,705 | $23.6M | 5.09% | −7,331−10.5% | Reduced |
| NFJ Investment Group, LLC | 62,575 | $23.5M | 0.65% | −7,968−11.3% | Reduced |
| Liberty One Investment Management, LLC | 62,513 | $23.5M | 2.90% | −573−0.9% | Reduced |
| Canal Insurance CO | 62,500 | $23.5M | 6.51% | −2,000−3.1% | Reduced |
| Symmetry Partners, LLC | 62,426 | $23.4M | 1.27% | −4,168−6.3% | Reduced |
| Strategic Vision Investment Ltd | 62,063 | $23.3M | 38.35% | −2,400−3.7% | Reduced |
| Hel Ved Capital Management Ltd | 62,055 | $23.3M | 6.91% | −62,448−50.2% | Reduced |
| Stone Point Wealth LLC | 62,035 | $23.3M | 8.95% | −363−0.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 61,990 | $23.3M | 0.59% | +5,170+9.1% | Added |
| Premier Fund Managers Ltd | 62,061 | $23.3M | 1.00% | +6,297+11.3% | Added |
| Harvey Capital Management Inc | 61,930 | $23.3M | 7.73% | −235−0.4% | Reduced |
| Bogart Wealth, LLC | 61,882 | $23.3M | 1.31% | +1,364+2.3% | Added |
| WoodTrust Financial Corp | 61,801 | $23.2M | 3.97% | −373−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 61,788 | $23.2M | 0.87% | +6,899+12.6% | Added |
| CX Institutional | 61,780 | $23.2M | 1.24% | −1,130−1.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 61,729 | $23.2M | 5.46% | −1,704−2.7% | Reduced |
| Allied Investment Advisors, LLC | 61,719 | $23.2M | 6.31% | −103−0.2% | Reduced |
| L & S Advisors Inc | 61,455 | $23.1M | 2.82% | +9,269+17.8% | Added |
| Laurel Wealth Advisors LLC | 61,443 | $23.1M | 4.42% | +896+1.5% | Added |
| Princeton Global Asset Management LLC | 61,374 | $23.1M | 5.80% | +1,059+1.8% | Added |
| Arcadia Investment Management Corp | 61,264 | $23.0M | 4.40% | −147−0.2% | Reduced |
| Hall Laurie J Trustee | 61,072 | $23.0M | 8.80% | −431−0.7% | Reduced |
| New Hampshire Trust | 60,941 | $22.9M | 5.51% | −1,644−2.6% | Reduced |
| RPG Investment Advisory, LLC | 60,922 | $22.9M | 3.73% | +166+0.3% | Added |
| Conning Inc. | 60,799 | $22.9M | 0.80% | −1,066−1.7% | Reduced |
| SevenBridge Financial Group, LLC | 60,775 | $22.9M | 5.40% | +77+0.1% | Added |
| Harbour Investment Management LLC | 60,593 | $22.8M | 11.89% | −599−1.0% | Reduced |
| Good Life Advisors, LLC | 60,535 | $22.8M | 2.25% | +3,284+5.7% | Added |
| Foster & Motley Inc | 60,507 | $22.8M | 1.69% | −1,712−2.8% | Reduced |
| Y.D. More Investments Ltd | 60,519 | $22.8M | 4.66% | −3,690−5.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 60,500 | $22.8M | 7.90% | −2,100−3.4% | Reduced |
| Balboa Wealth Partners | 60,489 | $22.7M | 7.56% | +47+0.1% | Added |
| Mizuho Markets Americas LLC | 60,476 | $22.7M | 0.69% | −30,951−33.9% | Reduced |