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 |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 60,473 | $22.7M | 0.46% | +4,196+7.5% | Added |
| Kovack Advisors, Inc. | 60,466 | $22.7M | 2.70% | +135+0.2% | Added |
| Cubic Asset Management, LLC | 60,397 | $22.7M | 5.84% | −921−1.5% | Reduced |
| Arrow Financial Corp | 60,382 | $22.7M | 2.36% | −2,898−4.6% | Reduced |
| St. Clair Advisors, LLC | 60,374 | $22.7M | 7.83% | −1,140−1.9% | Reduced |
| Wright Investors Service Inc | 60,255 | $22.7M | 6.38% | −2,967−4.7% | Reduced |
| Farmers Trust Co | 60,194 | $22.6M | 4.72% | −3,028−4.8% | Reduced |
| Motco | 60,184 | $22.6M | 1.45% | −4,058−6.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $22.6M | 7.48% | 00.0% | Unchanged |
| Carlson Capital L P | 59,995 | $22.6M | 1.81% | −6,290−9.5% | Reduced |
| Altrafin AG | 59,666 | $22.4M | 8.65% | −738−1.2% | Reduced |
| Glen Eagle Advisors, LLC | 59,629 | $22.4M | 4.66% | −689−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 59,621 | $22.4M | 1.93% | −1,650−2.7% | Reduced |
| Knuff & Co LLC | 59,571 | $22.4M | 8.17% | +323+0.5% | Added |
| Cheviot Value Management, LLC | 58,811 | $22.4M | 4.83% | −6,882−10.5% | Reduced |
| EULAV Asset Management | 59,505 | $22.4M | 0.69% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 70,816 | $22.4M | 11.18% | −410−0.6% | Reduced |
| Capital Planning LLC | 59,412 | $22.3M | 7.95% | −4,086−6.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 59,409 | $22.3M | 4.33% | +2,885+5.1% | Added |
| Northstar Asset Management Inc | 59,365 | $22.3M | 6.45% | −1,148−1.9% | Reduced |
| TrinityPoint Wealth, LLC | 59,302 | $22.3M | 4.04% | −419−0.7% | Reduced |
| Villere St Denis J & Co LLC | 59,301 | $22.3M | 1.84% | +36,039+154.9% | Added |
| Schechter Investment Advisors, LLC | 59,278 | $22.3M | 1.93% | +120.0% | Added |
| Verde Servicos Internacionais S.A. | 59,217 | $22.3M | 8.90% | +4,392+8.0% | Added |
| Makena Capital Management LLC | 59,211 | $22.3M | 5.04% | −4,461−7.0% | Reduced |
| Apella Capital, LLC | 60,476 | $22.3M | 1.24% | −1,002−1.6% | Reduced |
| Salomon & Ludwin, LLC | 70,428 | $22.2M | 2.32% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 58,763 | $22.1M | 5.03% | −675−1.1% | Reduced |
| Parker Investment Management, LLC | 59,990 | $22.1M | 4.41% | −267−0.4% | Reduced |
| Trybe Capital Management LP | 58,615 | $22.0M | 10.56% | 00.0% | Unchanged |
| Columbus Hill Capital Management, L.P. | 58,423 | $22.0M | 8.57% | −3,329−5.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 58,341 | $21.9M | 2.91% | −20,553−26.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 58,306 | $21.9M | 0.13% | +7,342+14.4% | Added |
| Missouri Trust & Investment Co | 58,288 | $21.9M | 8.86% | +1,079+1.9% | Added |
| Leonteq Securities AG | 58,247 | $21.9M | 2.82% | −1,848−3.1% | Reduced |
| RKL Wealth Management LLC | 58,190 | $21.9M | 2.37% | −1,424−2.4% | Reduced |
| Nicola Wealth Management Ltd. | 58,160 | $21.9M | 2.29% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 58,018 | $21.8M | 0.41% | +2,674+4.8% | Added |
| Executive Wealth Management, LLC | 57,967 | $21.8M | 2.05% | +3,085+5.6% | Added |
| IFP Advisors, Inc | 57,914 | $21.8M | 1.03% | −7,139−11.0% | Reduced |
| Nicollet Investment Management, Inc. | 57,846 | $21.8M | 8.87% | −1,266−2.1% | Reduced |
| HCR Wealth Advisors | 57,834 | $21.7M | 3.44% | +7,350+14.6% | Added |
| Osher Van de Voorde Investment Management | 57,793 | $21.7M | 4.78% | +3,981+7.4% | Added |
| Investment Advisory Services Inc | 57,742 | $21.7M | 8.57% | −100.0% | Reduced |
| City Holding Co | 57,724 | $21.7M | 3.50% | +855+1.5% | Added |
| Harbour Investments, Inc. | 57,672 | $21.7M | 0.90% | +3,933+7.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 57,500 | $21.6M | 1.14% | −200−0.3% | Reduced |
| Princeton Capital Management LLC | 57,267 | $21.5M | 8.68% | −2,918−4.8% | Reduced |
| Zhang Financial LLC | 57,186 | $21.5M | 1.85% | +999+1.8% | Added |
| Pavion Blue Capital, LLC | 57,160 | $21.5M | 11.85% | −107−0.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 57,000 | $21.4M | 2.68% | −14,000−19.7% | Reduced |
| Strategic Blueprint, LLC | 56,961 | $21.4M | 1.77% | +1,603+2.9% | Added |
| Clarity Financial LLC | 56,905 | $21.4M | 3.76% | +2,681+4.9% | Added |
| Miramar Capital, LLC | 56,902 | $21.4M | 5.58% | −2,218−3.8% | Reduced |
| Proficio Capital Partners LLC | 56,857 | $21.4M | 2.64% | +231+0.4% | Added |
| Elk River Wealth Management, LLC | 56,845 | $21.4M | 4.11% | −137−0.2% | Reduced |
| BIT Capital GmbH | 56,699 | $21.3M | 2.31% | −5,790−9.3% | Reduced |
| Harbor Capital Advisors, Inc. | 56,638 | $21.3M | 4.14% | −739−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 56,589 | $21.3M | 4.05% | +1,602+2.9% | Added |
| Lindbrook Capital, LLC | 56,526 | $21.3M | 2.12% | +3,216+6.0% | Added |
| Spence Asset Management | 56,507 | $21.2M | 5.89% | +81+0.1% | Added |
| Kozak & Associates, Inc. | 54,407 | $21.2M | 6.73% | +1,992+3.8% | Added |
| Alpha Omega Wealth Management LLC | 56,434 | $21.2M | 3.51% | −1,132−2.0% | Reduced |
| Hendershot Investments Inc. | 56,336 | $21.2M | 3.26% | +947+1.7% | Added |
| Two Point Capital Management, Inc. | 56,129 | $21.1M | 9.64% | +201+0.4% | Added |
| Lake Street Financial LLC | 56,108 | $21.1M | 3.32% | +2,636+4.9% | Added |
| Hamilton Point Investment Advisors, LLC | 55,919 | $21.0M | 4.25% | +614+1.1% | Added |
| Consolidated Planning Corp | 55,888 | $21.0M | 3.91% | −130−0.2% | Reduced |
| Polar Asset Management Partners Inc. | 55,800 | $21.0M | 0.57% | +55,800 | New |
| Weik Capital Management | 55,609 | $20.9M | 9.67% | −1,180−2.1% | Reduced |
| K.J. Harrison & Partners Inc | 55,447 | $20.9M | 3.54% | −6,567−10.6% | Reduced |
| Cozad Asset Management Inc | 55,440 | $20.8M | 2.40% | +503+0.9% | Added |
| First National Advisers, LLC | 55,418 | $20.8M | 6.00% | +17,571+46.4% | Added |
| Lincoln Capital Corp | 55,388 | $20.8M | 10.17% | +37+0.1% | Added |
| HTLF Bank | 55,236 | $20.8M | 2.45% | +55,236 | New |
| Haverford Financial Services, Inc. | 55,234 | $20.8M | 6.22% | −100−0.2% | Reduced |
| Marietta Investment Partners LLC | 55,233 | $20.8M | 5.17% | −453−0.8% | Reduced |
| Atlantic Trust, LLC | 55,205 | $20.8M | 5.68% | +5,725+11.6% | Added |
| PFC Capital Group, Inc. | 55,165 | $20.7M | 12.31% | +55,165 | New |
| Sora Investors LLC | 55,000 | $20.7M | 3.49% | −10,000−15.4% | Reduced |
| Alight Capital Management LP | 55,000 | $20.7M | 6.62% | +10,000+22.2% | Added |
| Headinvest, LLC | 54,940 | $20.7M | 4.30% | −1,039−1.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 54,879 | $20.6M | 3.77% | +1,709+3.2% | Added |
| Independent Investors Inc | 54,628 | $20.5M | 4.73% | −33−0.1% | Reduced |
| Campbell Capital Management Inc | 54,592 | $20.5M | 9.61% | +54,592 | New |
| Renaissance Investment Group LLC | 54,570 | $20.5M | 5.11% | −1,252−2.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,541 | $20.5M | 5.97% | −682−1.2% | Reduced |
| Sigma Investment Counselors Inc | 54,512 | $20.5M | 1.45% | −3,704−6.4% | Reduced |
| Trifecta Capital Advisors, LLC | 54,500 | $20.5M | 5.67% | +1,214+2.3% | Added |
| American Money Management, LLC | 54,475 | $20.5M | 4.62% | +459+0.8% | Added |
| Diligent Investors, LLC | 54,275 | $20.4M | 5.61% | +109+0.2% | Added |
| Jump Financial, LLC | 54,252 | $20.4M | 0.66% | +8,532+18.7% | Added |
| Cadinha & Co LLC | 54,175 | $20.4M | 3.25% | +15,919+41.6% | Added |
| Glassman Wealth Services | 54,128 | $20.4M | 2.88% | −88−0.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $20.4M | 10.63% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 54,076 | $20.3M | 10.07% | +797+1.5% | Added |
| Colonial Trust Co | 54,043 | $20.3M | 4.23% | +3,441+6.8% | Added |
| Heirloom Wealth Management | 53,802 | $20.2M | 7.76% | +816+1.5% | Added |
| DCM Advisors, LLC | 53,694 | $20.2M | 7.24% | −1,793−3.2% | Reduced |
| Polymer Capital Management (HK) LTD | 53,580 | $20.1M | 7.05% | +53,580 | New |