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
- 5,216
- +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
- 2,011 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 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 7,004,341 | $899.8M | 3.01% | +5,150,160+277.8% | Added |
| Fundsmith Investment Services Ltd. | 2,391,724 | $899.4M | 12.99% | −258,420−9.8% | Reduced |
| StonePine Asset Management Inc. | 2,389,541 | $898.6M | 9.65% | +237,986+11.1% | Added |
| State of Michigan Retirement System | 2,388,427 | $898.1M | 5.34% | −19,400−0.8% | Reduced |
| Creative Planning | 2,364,967 | $889.3M | 1.65% | +102,985+4.6% | Added |
| Lord, Abbett & Co. LLC | 2,349,766 | $883.6M | 3.10% | −320,814−12.0% | Reduced |
| American International Group, Inc. | 2,328,282 | $875.5M | 3.61% | −6,317−0.3% | Reduced |
| Pinebridge Investments, L.P. | 2,321,870 | $873.1M | 8.10% | +412,681+21.6% | Added |
| M&G Investment Management Ltd | 2,310,800 | $868.9M | 5.22% | −231,982−9.1% | Reduced |
| Federated Hermes, Inc. | 2,303,552 | $866.2M | 2.15% | +160,451+7.5% | Added |
| Degroof Petercam Asset Management | 2,299,713 | $864.8M | 11.37% | +2,299,713 | New |
| Public Sector Pension Investment Board | 2,287,109 | $860.0M | 6.54% | −249,205−9.8% | Reduced |
| Pathstone Holdings, LLC | 1,866,041 | $846.3M | 4.59% | +1,866,041 | New |
| Nisa Investment Advisors, LLC | 2,230,469 | $838.7M | 5.94% | +4,227+0.2% | Added |
| Captrust Financial Advisors | 2,185,092 | $821.7M | 2.83% | +170,674+8.5% | Added |
| DSM Capital Partners LLC | 2,155,070 | $810.4M | 12.39% | −139,190−6.1% | Reduced |
| Fort Washington Investment Advisors Inc | 2,146,157 | $807.0M | 5.58% | −75,065−3.4% | Reduced |
| Axiom Investors LLC | 2,132,345 | $801.8M | 7.87% | +260,460+13.9% | Added |
| Artisan Partners Limited Partnership | 2,126,821 | $799.8M | 1.26% | +264,743+14.2% | Added |
| MetLife Investment Management | 2,111,222 | $793.9M | 5.72% | −36,959−1.7% | Reduced |
| UniSuper Management Pty Ltd | 2,103,989 | $791.2M | 8.75% | −142,513−6.3% | Reduced |
| Janney Montgomery Scott LLC | 2,085,185 | $784.1M | 2.54% | +16,650+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 2,084,449 | $783.8M | 3.95% | +197,429+10.5% | Added |
| Epoch Investment Partners, Inc. | 2,083,876 | $783.6M | 3.57% | +625,067+42.8% | Added |
| C WorldWide Group Holding A/S | 2,080,857 | $782.5M | 10.50% | −273,707−11.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,942,435 | $772.3M | 7.65% | −34,428−1.7% | Reduced |
| Commerce Bank | 2,051,357 | $771.4M | 5.49% | −2,106−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,047,348 | $769.9M | 2.24% | +50,630+2.5% | Added |
| Hudson Bay Capital Management LP | 2,040,000 | $767.1M | 6.73% | −434,701−17.6% | Reduced |
| Arizona State Retirement System | 2,029,326 | $763.1M | 5.79% | +29,925+1.5% | Added |
| Third Point LLCSuperinvestorThird Point | 2,015,000 | $757.7M | 11.41% | −210,000−9.4% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,006,368 | $754.5M | 7.66% | +159,439+8.6% | Added |
| Comerica Bank | 1,996,360 | $750.7M | 3.46% | +8,482+0.4% | Added |
| Montrusco Bolton Investments Inc. | 2,032,218 | $750.5M | 9.31% | +143,491+7.6% | Added |
| Altarock Partners LLC | 1,990,714 | $748.6M | 16.70% | −220,798−10.0% | Reduced |
| Polar Capital Holdings Plc | 1,976,424 | $743.2M | 5.16% | −461,017−18.9% | Reduced |
| Mairs & Power Inc | 1,975,744 | $743.0M | 7.83% | −71,642−3.5% | Reduced |
| Magellan Asset Management Ltd | 1,961,938 | $737.8M | 7.35% | −157,763−7.4% | Reduced |
| WCM Investment Management, LLC | 1,961,939 | $736.3M | 2.04% | +12,401+0.6% | Added |
| British Columbia Investment Management Corp | 1,943,838 | $731.0M | 5.97% | +128,317+7.1% | Added |
| Rafferty Asset Management, LLC | 1,928,937 | $725.4M | 3.06% | +241,112+14.3% | Added |
| Glenmede Trust Co NA | 1,876,681 | $705.7M | 3.66% | +6,342+0.3% | Added |
| CIBC Asset Management Inc | 1,873,972 | $704.7M | 2.64% | −110,060−5.5% | Reduced |
| First Trust Advisors LP | 1,866,372 | $701.8M | 0.77% | −83,480−4.3% | Reduced |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 1,850,000 | $695.7M | 8.62% | 00.0% | Unchanged |
| Public Investment Fund | 1,845,511 | $694.0M | 1.97% | 00.0% | Unchanged |
| Amalgamated Bank | 1,838,546 | $691.4M | 5.52% | −96,766−5.0% | Reduced |
| USS Investment Management Ltd | 1,825,391 | $686.3M | 6.17% | +179,829+10.9% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,811,809 | $681.3M | 5.89% | 00.0% | Unchanged |
| Kames Capital plc | 1,808,731 | $679.9M | 10.83% | +1,808,731 | New |
| Mercer Global Advisors Inc | 1,784,581 | $671.1M | 2.02% | +579,591+48.1% | Added |
| Longview Partners (Guernsey) LTD | 1,783,829 | $670.8M | 4.47% | −132,680−6.9% | Reduced |
| Veritas Asset Management LLP | 1,783,750 | $670.8M | 4.83% | −191,936−9.7% | Reduced |
| Scotia Capital Inc. | 1,779,645 | $669.2M | 4.31% | +2,280+0.1% | Added |
| Allen Investment Management LLC | 1,772,763 | $666.6M | 8.91% | −1,551−0.1% | Reduced |
| Xponance, Inc. | 1,760,027 | $661.8M | 7.93% | +16,350+0.9% | Added |
| Forsta Ap-Fonden | 1,724,900 | $648.6M | 6.55% | −24,700−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,724,304 | $648.4M | 8.29% | −6,619−0.4% | Reduced |
| Acadian Asset Management LLC | 1,722,892 | $647.8M | 2.51% | −3,246−0.2% | Reduced |
| Egerton Capital (UK) LLP | 1,720,966 | $647.2M | 7.01% | +420,057+32.3% | Added |
| Findlay Park Partners LLP | 1,715,310 | $645.0M | 6.34% | −45,044−2.6% | Reduced |
| BlueSpruce Investments, LP | 1,712,295 | $643.9M | 12.30% | −978,378−36.4% | Reduced |
| Teacher Retirement System of Texas | 1,708,899 | $642.6M | 4.39% | −242,058−12.4% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 1,700,000 | $639.3M | 11.30% | +65,000+4.0% | Added |
| Brown Brothers Harriman & Co | 1,697,503 | $638.3M | 5.30% | −9,916−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 1,663,576 | $625.6M | 3.68% | −51,973−3.0% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 1,652,960 | $621.6M | 10.32% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,652,767 | $621.5M | 7.25% | −54,477−3.2% | Reduced |
| Zurich Insurance Group Ltd | 1,642,243 | $617.5M | 6.31% | −186,449−10.2% | Reduced |
| Yacktman Asset Management LP | 1,636,655 | $615.4M | 5.72% | −136,340−7.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,627,569 | $612.0M | 4.44% | +133,683+8.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,612,114 | $606.3M | 0.68% | +54,142+3.5% | Added |
| Everett Harris & Co | 1,560,282 | $586.7M | 8.39% | −6,045−0.4% | Reduced |
| Westfield Capital Management Co LP | 1,557,889 | $585.8M | 3.41% | +215,353+16.0% | Added |
| Tredje AP-fonden | 1,539,385 | $578.9M | 7.23% | +62,160+4.2% | Added |
| Texas Permanent School Fund | 1,534,658 | $577.1M | 5.00% | −6360.0% | Reduced |
| Actiam N.V. | 1,686,917 | $570.4M | 23.67% | +489,463+40.9% | Added |
| Comgest Global Investors S.A.S. | 1,515,149 | $569.8M | 8.55% | +2,439+0.2% | Added |
| Scge Management, L.P. | 1,500,000 | $564.1M | 12.60% | +158,000+11.8% | Added |
| Omers Administration Corp | 1,481,280 | $557.0M | 7.03% | +520,967+54.2% | Added |
| Bahl & Gaynor Inc | 1,479,068 | $556.2M | 3.34% | −35,929−2.4% | Reduced |
| Vontobel Holding Ltd. | 1,475,904 | $555.0M | 4.65% | +137,668+10.3% | Added |
| Cantillon Capital Management LLC | 1,475,277 | $554.8M | 3.71% | −35,732−2.4% | Reduced |
| IFM Investors Pty Ltd | 1,435,353 | $539.8M | 6.57% | −8,151−0.6% | Reduced |
| Nissay Asset Management Corp | 1,431,806 | $538.4M | 4.33% | −24,429−1.7% | Reduced |
| Sarasin & Partners LLP | 1,425,758 | $536.1M | 5.89% | −71,240−4.8% | Reduced |
| CIBC World Markets Inc. | 1,420,883 | $534.3M | 1.51% | +57,431+4.2% | Added |
| Cercano Management LLC | 1,398,773 | $526.0M | 17.37% | +9,103+0.7% | Added |
| Qube Research & Technologies Ltd | 1,379,552 | $518.8M | 1.17% | −102,629−6.9% | Reduced |
| Boston Trust Walden Corp | 1,363,421 | $512.7M | 3.87% | −7,709−0.6% | Reduced |
| Regions Financial Corp | 1,340,480 | $504.1M | 4.15% | −9,340−0.7% | Reduced |
| Farallon Capital Management, L.L.C. | 1,338,578 | $503.4M | 3.15% | −10,600−0.8% | Reduced |
| Credit Agricole S A | 1,335,763 | $502.3M | 10.42% | +975,072+270.3% | Added |
| Swiss Life Asset Management Ltd | 1,333,645 | $501.8M | 6.03% | +388,760+41.1% | Added |
| Capital Wealth Planning, LLC | 1,331,007 | $500.5M | 5.73% | −53,752−3.9% | Reduced |
| Alkeon Capital Management LLC | 1,329,738 | $500.0M | 3.28% | +3,327+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 1,311,184 | $493.1M | 4.60% | −48,576−3.6% | Reduced |
| Kempen Capital Management N.V. | 1,302,354 | $489.7M | 6.84% | +337,900+35.0% | Added |
| Czech National Bank | 1,302,234 | $489.7M | 6.98% | +3,664+0.3% | Added |
| TCW Group Inc | 1,301,090 | $489.2M | 5.45% | +74,166+6.0% | Added |