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 |
|---|---|---|---|---|---|
| CWM, LLC | 770,557 | $289.8M | 1.56% | +69,252+9.9% | Added |
| Armstrong Henry H Associates Inc | 770,284 | $289.7M | 30.77% | −16,207−2.1% | Reduced |
| Coldstream Capital Management Inc | 767,497 | $288.6M | 8.07% | +23,114+3.1% | Added |
| Voloridge Investment Management, LLC | 767,238 | $288.5M | 1.14% | +665,184+651.8% | Added |
| Beck Mack & Oliver LLC | 763,709 | $287.2M | 6.68% | −14,439−1.9% | Reduced |
| Cryder Capital Partners LLP | 753,666 | $283.4M | 14.03% | −70,708−8.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 753,500 | $283.3M | 6.91% | +12,500+1.7% | Added |
| Waverton Investment Management Ltd | 753,539 | $283.3M | 6.88% | +1,727+0.2% | Added |
| GWM Advisors LLC | 732,009 | $281.8M | 2.67% | +44,526+6.5% | Added |
| Lido Advisors, LLC | 748,936 | $281.6M | 2.80% | +87,549+13.2% | Added |
| SRB Corp | 748,727 | $281.6M | 16.63% | −350,740−31.9% | Reduced |
| Achmea Investment Management B.V. | 745,959 | $280.5M | 5.80% | −61,836−7.7% | Reduced |
| Johnson Investment Counsel Inc | 743,129 | $279.4M | 3.28% | −5,239−0.7% | Reduced |
| Two Sigma Investments, LP | 742,502 | $279.2M | 0.67% | +2,239+0.3% | Added |
| Aristotle Atlantic Partners, LLC | 740,443 | $278.4M | 9.80% | −17,534−2.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 738,880 | $277.8M | 5.99% | +90,750+14.0% | Added |
| Balyasny Asset Management LLC | 738,007 | $277.5M | 0.77% | −204,133−21.7% | Reduced |
| Erste Asset Management GmbH | 738,123 | $277.0M | 4.06% | −3,764−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 731,400 | $275.0M | 8.15% | +29,819+4.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 729,400 | $274.3M | 5.53% | −72,300−9.0% | Reduced |
| D.A. Davidson & Co. | 725,985 | $273.0M | 2.68% | −1,996−0.3% | Reduced |
| Tiaa Trust, National Association | 725,269 | $272.7M | 0.91% | −13,524−1.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 717,800 | $269.9M | 3.53% | −7,200−1.0% | Reduced |
| Oppenheimer & Co Inc | 717,361 | $269.8M | 4.96% | −1,907−0.3% | Reduced |
| Brighton Jones LLC | 717,234 | $269.7M | 11.37% | +18,266+2.6% | Added |
| Oppenheimer Asset Management Inc. | 710,525 | $267.2M | 3.72% | +24,595+3.6% | Added |
| United Capital Financial Advisers, LLC | 707,301 | $266.0M | 2.21% | −69,773−9.0% | Reduced |
| Financial Counselors Inc | 703,456 | $264.5M | 4.72% | −9,196−1.3% | Reduced |
| Bluefin Capital Management, LLC | 700,000 | $262.7M | 23.29% | −244,500−25.9% | Reduced |
| Kestra Advisory Services, LLC | 697,246 | $262.2M | 2.14% | +41,336+6.3% | Added |
| Hyperion Asset Management Ltd | 694,667 | $261.2M | 10.74% | −105,990−13.2% | Reduced |
| Fiduciary Trust Co | 687,782 | $258.6M | 4.32% | −14,338−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 686,883 | $258.3M | 4.56% | −85,432−11.1% | Reduced |
| CCLA Investment Management Ltd | 687,975 | $258.3M | 4.24% | +6,453+0.9% | Added |
| Perpetual Ltd | 683,720 | $257.1M | 2.65% | −22,943−3.2% | Reduced |
| Louisiana State Employees Retirement System | 678,100 | $255.0M | 5.30% | −56,100−7.6% | Reduced |
| Marsico Capital Management LLC | 677,080 | $254.6M | 9.97% | −38,744−5.4% | Reduced |
| Banco Santander, S.A. | 675,872 | $254.2M | 3.00% | −3,520−0.5% | Reduced |
| First Eagle Investment Management, LLC | 661,832 | $248.9M | 0.59% | −881,776−57.1% | Reduced |
| Joho Capital LLC | 651,700 | $245.1M | 44.42% | +60,900+10.3% | Added |
| Douglass Winthrop Advisors, LLC | 651,035 | $244.8M | 5.47% | −16,653−2.5% | Reduced |
| E. Ohman J:or Asset Management AB | 647,387 | $243.4M | 8.92% | −52,000−7.4% | Reduced |
| Colony Group, LLC | 646,326 | $243.0M | 3.18% | +646,326 | New |
| Pacer Advisors, Inc. | 644,536 | $242.4M | 0.69% | −13,172−2.0% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 642,542 | $241.6M | 4.25% | −1,064,448−62.4% | Reduced |
| Beacon Pointe Advisors, LLC | 640,345 | $240.8M | 2.89% | −27,314−4.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 637,076 | $239.6M | 6.53% | +146,650+29.9% | Added |
| JustInvest LLC | 635,877 | $239.1M | 6.14% | +34,194+5.7% | Added |
| Foxhaven Asset Management, LP | 635,567 | $239.0M | 6.86% | +55,666+9.6% | Added |
| Wealthfront Advisers LLC | 633,161 | $238.1M | 0.91% | +23,379+3.8% | Added |
| Fullerton Fund Management Co Ltd. | 632,433 | $237.8M | 13.85% | +124,218+24.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 632,388 | $237.8M | 5.05% | −93,342−12.9% | Reduced |
| Ieq Capital, LLC | 631,950 | $237.6M | 3.95% | +28,233+4.7% | Added |
| Diamond Hill Capital Management Inc | 630,881 | $237.2M | 1.04% | −7,885−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 630,264 | $237.0M | 6.67% | −60,032−8.7% | Reduced |
| Sapient Capital LLC | 627,686 | $236.0M | 6.09% | +627,686 | New |
| EP Wealth Advisors, LLC | 626,552 | $235.6M | 3.01% | +8,639+1.4% | Added |
| Riverbridge Partners LLC | 625,753 | $235.3M | 2.94% | −16,253−2.5% | Reduced |
| Walleye Trading LLC | 623,780 | $234.6M | 3.53% | +451,974+263.1% | Added |
| Guinness Asset Management LTD | 623,503 | $234.4M | 5.13% | +1,104+0.2% | Added |
| Kornitzer Capital Management Inc | 622,943 | $234.3M | 4.56% | −14,784−2.3% | Reduced |
| Crestwood Advisors Group LLC | 617,074 | $232.0M | 5.41% | +1,421+0.2% | Added |
| Elo Mutual Pension Insurance Co | 616,231 | $231.7M | 6.23% | +25,026+4.2% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 614,605 | $231.1M | 11.74% | −17,041−2.7% | Reduced |
| Westwood Holdings Group Inc. | 613,381 | $230.7M | 1.95% | +4,348+0.7% | Added |
| Trillium Asset Management, LLC | 607,872 | $228.6M | 6.23% | +55,856+10.1% | Added |
| Connectus Wealth, LLC | 761,194 | $228.0M | 4.67% | +148,808+24.3% | Added |
| Steward Partners Investment Advisory, LLC | 605,800 | $227.8M | 3.08% | +22,183+3.8% | Added |
| Clark Capital Management Group, Inc. | 605,035 | $227.5M | 1.86% | +91,456+17.8% | Added |
| Congress Asset Management Co | 601,300 | $226.1M | 1.78% | −4,461−0.7% | Reduced |
| Ofi Invest Asset Management | 661,641 | $225.8M | 7.60% | −75,409−10.2% | Reduced |
| Umb Bank N A | 596,150 | $224.2M | 3.28% | +567+0.1% | Added |
| Kentucky Retirement Systems | 594,660 | $223.6M | 6.98% | −958−0.2% | Reduced |
| Quadrature Capital Ltd | 591,770 | $222.5M | 4.01% | +470,716+388.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 590,742 | $222.1M | 4.61% | −55,835−8.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 582,065 | $218.9M | 2.90% | +44,719+8.3% | Added |
| Gabelli Funds LLC | 578,991 | $217.7M | 1.68% | −1,740−0.3% | Reduced |
| Maryland State Retirement & Pension System | 578,232 | $217.4M | 4.48% | +5,667+1.0% | Added |
| Tocqueville Asset Management L.P. | 578,227 | $217.4M | 3.94% | −5,830−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 576,490 | $216.8M | 6.94% | −2,180−0.4% | Reduced |
| Private Advisor Group, LLC | 576,233 | $216.6M | 1.68% | +14,019+2.5% | Added |
| Pinnacle Financial Partners Inc | 573,803 | $215.8M | 5.12% | −17,483−3.0% | Reduced |
| Railway Pension Investments Ltd | 572,800 | $215.4M | 2.22% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 569,009 | $214.0M | 8.80% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 568,464 | $213.8M | 7.22% | −10,709−1.8% | Reduced |
| Agf Management Ltd | 564,261 | $212.2M | 1.25% | +48,474+9.4% | Added |
| Focused Investors LLC | 563,350 | $211.8M | 6.86% | −58,800−9.5% | Reduced |
| First Financial Bankshares Inc | 561,453 | $211.1M | 5.07% | +561,453 | New |
| Silvant Capital Management LLC | 559,274 | $210.3M | 11.30% | −12,791−2.2% | Reduced |
| Cetera Investment Advisers | 549,430 | $206.6M | 1.68% | +10,172+1.9% | Added |
| Temasek Holdings (Private) Ltd | 549,423 | $206.6M | 1.16% | +81,330+17.4% | Added |
| Great Lakes Advisors, LLC | 543,126 | $204.2M | 1.95% | −63,700−10.5% | Reduced |
| Bamco Inc | 540,002 | $203.1M | 0.54% | +50,486+10.3% | Added |
| Capital International Sarl | 539,426 | $202.8M | 7.60% | +52,365+10.8% | Added |
| Adams Diversified Equity Fund, Inc. | 531,800 | $200.0M | 7.89% | −20,500−3.7% | Reduced |
| Argent Capital Management LLC | 530,028 | $199.3M | 6.51% | −22,380−4.1% | Reduced |
| South Dakota Investment Council | 529,447 | $199.1M | 4.23% | −19,700−3.6% | Reduced |
| NewEdge Wealth, LLC | 527,040 | $198.2M | 5.07% | +71,013+15.6% | Added |
| Kensico Capital Management Corp | 526,700 | $198.1M | 7.50% | −26,800−4.8% | Reduced |
| NS Partners Ltd | 526,193 | $197.9M | 9.62% | +348+0.1% | Added |