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 |
|---|---|---|---|---|---|
| Skye Global Management LP | 1,296,000 | $487.3M | 13.96% | −750,000−36.7% | Reduced |
| Utah Retirement Systems | 1,291,357 | $485.6M | 6.18% | +7,650+0.6% | Added |
| Mirova US LLC | 1,286,610 | $483.8M | 7.29% | −164,646−11.3% | Reduced |
| Assetmark, Inc | 1,280,736 | $481.6M | 1.74% | +71,780+5.9% | Added |
| Squarepoint Ops LLC | 1,279,224 | $481.0M | 1.96% | −208,428−14.0% | Reduced |
| Haverford Trust Co | 1,276,429 | $480.0M | 5.32% | −9,364−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,210,423 | $455.2M | 2.12% | −137,836−10.2% | Reduced |
| AE Wealth Management LLC | 1,125,648 | $454.7M | 2.32% | +121,036+12.0% | Added |
| Guardcap Asset Management Ltd | 1,201,055 | $451.6M | 5.82% | −22,157−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 1,190,794 | $447.8M | 4.63% | −21,099−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,185,642 | $445.8M | 1.90% | +38,631+3.4% | Added |
| Cincinnati Insurance Co | 1,183,997 | $445.2M | 8.01% | −24,000−2.0% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 1,180,611 | $444.0M | 15.85% | 00.0% | Unchanged |
| Huntington National Bank | 1,173,765 | $441.4M | 4.02% | −25,375−2.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 1,169,771 | $439.9M | 5.50% | −74,081−6.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 908,221 | $439.2M | 6.03% | +908,221 | New |
| Whale Rock Capital Management LLC | 1,157,407 | $435.2M | 7.78% | −215,175−15.7% | Reduced |
| New York Life Investment Management LLC | 1,154,043 | $434.0M | 4.45% | −8,554−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,149,013 | $432.1M | 5.34% | +659,565+134.8% | Added |
| Guggenheim Capital LLC | 1,148,303 | $431.8M | 3.28% | −14,319−1.2% | Reduced |
| Factory Mutual Insurance Co | 1,146,098 | $431.0M | 5.35% | +10,000+0.9% | Added |
| Altshuler Shaham Ltd | 1,123,719 | $422.6M | 23.37% | −1,073,403−48.9% | Reduced |
| Trivest Advisors Ltd | 1,121,110 | $421.6M | 19.17% | +212,610+23.4% | Added |
| Compagnie Lombard Odier SCmA | 1,116,147 | $419.7M | 7.80% | +133,010+13.5% | Added |
| Ako Capital LLP | 1,115,552 | $419.5M | 5.97% | +132,936+13.5% | Added |
| MML Investors Services, LLC | 1,111,304 | $417.9M | 1.93% | +110,861+11.1% | Added |
| Daiwa Securities Group Inc. | 1,108,386 | $416.8M | 2.59% | +38,373+3.6% | Added |
| Morningstar Investment Services LLC | 1,108,235 | $415.9M | 2.34% | +438,840+65.6% | Added |
| London Co of Virginia | 1,101,083 | $414.1M | 2.33% | −74,762−6.4% | Reduced |
| Vulcan Value Partners, LLC | 1,095,775 | $411.9M | 6.04% | −250,703−18.6% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 1,086,120 | $408.4M | 13.14% | +68,860+6.8% | Added |
| First Foundation Advisors | 1,078,877 | $405.7M | 18.49% | −78,203−6.8% | Reduced |
| Artemis Investment Management LLP | 1,070,173 | $402.4M | 5.90% | −235,793−18.1% | Reduced |
| State of Alaska, Department of Revenue | 1,068,200 | $401.7M | 4.78% | −76,240−6.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,065,093 | $400.5M | 4.74% | −54,558−4.9% | Reduced |
| Newlands Management Operations LLC | 1,050,322 | $395.0M | 3.62% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,049,099 | $394.5M | 6.15% | +49,930+5.0% | Added |
| Intech Investment Management LLC | 1,029,301 | $387.1M | 5.64% | −66,533−6.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,021,367 | $384.1M | 5.03% | +4,051+0.4% | Added |
| Mutual of America Capital Management LLC | 1,019,992 | $383.6M | 4.42% | −46,893−4.4% | Reduced |
| Laird Norton Trust Company, LLC | 1,012,018 | $380.6M | 44.99% | +268,806+36.2% | Added |
| iA Global Asset Management Inc. | 1,009,752 | $379.7M | 8.77% | +52,321+5.5% | Added |
| LGT Capital Partners Ltd. | 1,004,383 | $377.7M | 11.27% | −8,223−0.8% | Reduced |
| Yousif Capital Management, LLC | 998,814 | $375.6M | 4.42% | −34,989−3.4% | Reduced |
| Groupama Asset Managment | 997,098 | $374.9M | 9.77% | +997,098 | New |
| Cullen/Frost Bankers, Inc. | 989,411 | $372.1M | 5.85% | −47,725−4.6% | Reduced |
| TD Waterhouse Canada Inc. | 903,257 | $370.8M | 3.46% | −988−0.1% | Reduced |
| Zacks Investment Management | 983,547 | $369.9M | 4.56% | −38,549−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 983,202 | $369.7M | 1.32% | −909,307−48.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 982,883 | $368.9M | 5.99% | −2,256−0.2% | Reduced |
| Bartlett & Co. LLC | 982,883 | $368.8M | 5.99% | −2,256−0.2% | Reduced |
| LGT Group Foundation | 982,228 | $368.6M | 8.14% | −34,304−3.4% | Reduced |
| Employees Retirement System of Texas | 980,235 | $368.6M | 4.32% | −26,653−2.6% | Reduced |
| QRG Capital Management, Inc. | 980,171 | $368.6M | 5.46% | +74,477+8.2% | Added |
| Cetera Advisor Networks LLC | 980,160 | $368.6M | 2.05% | +24,689+2.6% | Added |
| Carmignac Gestion | 970,152 | $364.8M | 6.13% | −522,885−35.0% | Reduced |
| ABN AMRO Bank N.V. | 965,563 | $364.8M | 5.99% | −30,235−3.0% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 969,615 | $364.6M | 5.98% | −255,338−20.8% | Reduced |
| Harding Loevner LP | 967,430 | $364.3M | 2.04% | −23,328−2.4% | Reduced |
| Troy Asset Management Ltd | 962,014 | $361.8M | 11.46% | −75,724−7.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 951,127 | $357.7M | 10.46% | +679,521+250.2% | Added |
| Ferguson Wellman Capital Management, Inc | 947,284 | $356.2M | 7.98% | +16,924+1.8% | Added |
| Davenport & Co LLC | 944,513 | $354.8M | 2.46% | −2,434−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 943,354 | $354.7M | 3.54% | −32,688−3.3% | Reduced |
| Stockbridge Partners LLC | 935,741 | $351.9M | 7.52% | −75,869−7.5% | Reduced |
| La Banque Postale Asset Management SA | 929,584 | $349.6M | 7.70% | −16,836−1.8% | Reduced |
| Cincinnati Financial Corp | 915,250 | $344.2M | 7.58% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 943,065 | $342.8M | 9.87% | −15,451−1.6% | Reduced |
| Evercore Wealth Management, LLC | 910,403 | $342.3M | 5.74% | −15,737−1.7% | Reduced |
| Quilter Plc | 909,886 | $342.1M | 11.56% | +40,658+4.7% | Added |
| Welch & Forbes LLC | 904,798 | $340.2M | 5.14% | −3940.0% | Reduced |
| Kodai Capital Management LP | 904,258 | $340.0M | 6.93% | +904,258 | New |
| Van Eck Associates Corp | 903,831 | $339.9M | 0.62% | +34,998+4.0% | Added |
| Commerzbank Aktiengesellschaft | 902,187 | $339.3M | 13.47% | −14,358−1.6% | Reduced |
| Dorsal Capital Management, LLC | 900,000 | $338.4M | 10.95% | −10,000−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 898,731 | $338.0M | 3.16% | +4,153+0.5% | Added |
| Banque Pictet & Cie SA | 896,243 | $337.0M | 3.83% | −134,751−13.1% | Reduced |
| Empower Advisory Group, LLC | 895,682 | $336.8M | 1.33% | −3,693−0.4% | Reduced |
| Chilton Investment Co LLC | 879,366 | $330.7M | 9.73% | −35,057−3.8% | Reduced |
| Cresset Asset Management, LLC | 874,035 | $328.7M | 1.99% | +111,669+14.6% | Added |
| Capital International Inc | 850,784 | $319.9M | 4.99% | +126,975+17.5% | Added |
| Unisphere Establishment | 840,000 | $315.9M | 3.27% | +840,000 | New |
| Burgundy Asset Management Ltd. | 836,479 | $314.5M | 3.49% | −141,833−14.5% | Reduced |
| Employees Provident Fund Board | 833,384 | $313.4M | 6.12% | −119,064−12.5% | Reduced |
| Whittier Trust Co | 829,397 | $311.9M | 5.06% | −9,146−1.1% | Reduced |
| Bristol John W & Co Inc | 824,484 | $310.0M | 5.70% | −95,951−10.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 821,780 | $309.0M | 7.97% | +4,826+0.6% | Added |
| Abn Amro Investment Solutions | 819,200 | $308.1M | 5.41% | −23,594−2.8% | Reduced |
| Varma Mutual Pension Insurance Co | 809,872 | $304.5M | 3.42% | −105,999−11.6% | Reduced |
| Granite Bay Wealth Management, LLC | 852,163 | $303.7M | 2.72% | +123,866+17.0% | Added |
| Eagle Asset Management Inc | 799,005 | $300.5M | 1.61% | −106,482−11.8% | Reduced |
| Jupiter Asset Management Ltd | 796,103 | $299.4M | 2.97% | +4,523+0.6% | Added |
| Silvercrest Asset Management Group LLC | 792,876 | $298.2M | 2.11% | −12,945−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 790,354 | $297.2M | 5.78% | +4,478+0.6% | Added |
| HM Payson & Co | 788,770 | $296.6M | 6.14% | +29,893+3.9% | Added |
| Williams Jones Wealth Management, LLC. | 786,667 | $295.8M | 4.14% | +20,640+2.7% | Added |
| Intermede Investment Partners Ltd | 785,971 | $295.6M | 6.71% | +26,933+3.5% | Added |
| Worldquant Millennium Advisors LLC | 784,066 | $294.8M | 4.13% | −4,618−0.6% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 775,050 | $291.4M | 21.50% | −1500.0% | Reduced |
| MAI Capital Management | 774,072 | $291.1M | 3.85% | −2,626−0.3% | Reduced |