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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 523,266 | $196.8M | 6.24% | −8,217−1.5% | Reduced |
| Capital Counsel LLC | 519,440 | $195.3M | 9.60% | −8,181−1.6% | Reduced |
| Scharf Investments, LLC | 518,538 | $195.0M | 5.35% | −67,913−11.6% | Reduced |
| Sequoia Financial Advisors, LLC | 518,005 | $194.8M | 2.42% | +247,609+91.6% | Added |
| Peapack Gladstone Financial Corp | 517,210 | $194.5M | 3.27% | −4,589−0.9% | Reduced |
| Crawford Investment Counsel Inc | 514,228 | $193.4M | 3.88% | −19,741−3.7% | Reduced |
| Advisors Capital Management, LLC | 513,086 | $192.9M | 3.93% | +23,002+4.7% | Added |
| Pinnacle Associates Ltd | 505,091 | $189.9M | 3.20% | +6,573+1.3% | Added |
| Flputnam Investment Management Co | 504,636 | $189.8M | 4.47% | +18,191+3.7% | Added |
| Hartford Investment Management Co | 500,729 | $188.3M | 7.02% | −10,566−2.1% | Reduced |
| Southpoint Capital Advisors LP | 500,000 | $188.0M | 4.04% | −100,000−16.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 498,480 | $187.4M | 2.04% | +6,000+1.2% | Added |
| Nicholas Company, Inc. | 498,345 | $187.4M | 3.32% | −350.0% | Reduced |
| Investment Management Corp of Ontario | 496,134 | $186.6M | 4.55% | +8,747+1.8% | Added |
| Penserra Capital Management LLC | 486,296 | $182.9M | 3.44% | −44,515−8.4% | Reduced |
| Rheos Capital Works Inc. | 484,400 | $182.2M | 10.06% | +196,000+68.0% | Added |
| Contour Asset Management LLC | 483,944 | $182.0M | 7.51% | +12,485+2.6% | Added |
| Meyer Handelman Co | 482,221 | $181.3M | 7.06% | −55,512−10.3% | Reduced |
| Delta Asset Management LLC | 482,122 | $181.3M | 17.27% | −9,101−1.9% | Reduced |
| Stonegate Investment Group, LLC | 480,277 | $180.6M | 5.98% | −4,041−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 479,556 | $180.3M | 3.02% | +15,701+3.4% | Added |
| Mn Services Vermogensbeheer B.V. | 479,111 | $180.2M | 1.62% | −12,000−2.4% | Reduced |
| Country Trust Bank | 473,831 | $178.2M | 4.96% | −40,968−8.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 472,914 | $177.8M | 6.31% | +58,624+14.2% | Added |
| Securian Asset Management, Inc | 470,711 | $177.0M | 5.02% | −62,463−11.7% | Reduced |
| Capital Advisors Inc | 470,619 | $177.0M | 3.96% | +3,495+0.7% | Added |
| La Financiere de L'Echiquier | 462,548 | $173.9M | 8.03% | −20,355−4.2% | Reduced |
| Bokf, NA | 458,016 | $172.2M | 3.37% | −5,304−1.1% | Reduced |
| Busey Wealth Management | 457,522 | $172.0M | 6.62% | −6,380−1.4% | Reduced |
| Ethic Inc. | 457,032 | $171.9M | 5.08% | +5,271+1.2% | Added |
| Point72 Asset Management, L.P. | 456,511 | $171.7M | 0.52% | −1,569,462−77.5% | Reduced |
| Shelton Capital Management | 454,990 | $171.1M | 5.45% | −33,401−6.8% | Reduced |
| SurgoCap Partners LP | 454,258 | $170.8M | 12.07% | +454,258 | New |
| Bailard, Inc. | 453,613 | $170.6M | 5.05% | −16,688−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 452,644 | $170.2M | 3.53% | −3,080−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 452,523 | $170.2M | 3.07% | −24,171−5.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 447,507 | $168.3M | 10.48% | −10,768−2.3% | Reduced |
| Douglas Lane & Associates, LLC | 444,449 | $167.1M | 2.57% | −40,639−8.4% | Reduced |
| Prio Wealth Limited Partnership | 441,814 | $166.1M | 5.71% | +471+0.1% | Added |
| Atria Wealth Solutions, Inc. | 438,964 | $165.1M | 2.08% | +20,517+4.9% | Added |
| Atria Investments LLC | 438,625 | $164.9M | 2.55% | +24,954+6.0% | Added |
| Antipodes Partners Ltd | 436,920 | $164.3M | 5.13% | −29,742−6.4% | Reduced |
| Confluence Investment Management LLC | 435,989 | $163.9M | 2.32% | −74,673−14.6% | Reduced |
| Associated Banc-Corp | 434,911 | $163.5M | 5.68% | −15,653−3.5% | Reduced |
| Avenir Corp | 433,717 | $163.1M | 14.10% | −28,518−6.2% | Reduced |
| Capital International Ltd | 429,737 | $161.6M | 8.29% | −1,638−0.4% | Reduced |
| ClariVest Asset Management LLC | 428,473 | $161.1M | 8.93% | −78,607−15.5% | Reduced |
| Synovus Financial Corp | 428,331 | $161.1M | 2.28% | −105,913−19.8% | Reduced |
| Mondrian Investment Partners LTD | 427,326 | $160.7M | 2.54% | −827−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 426,455 | $160.4M | 0.67% | −16,719−3.8% | Reduced |
| Glenview Trust Co | 425,630 | $160.1M | 3.93% | +7,102+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 425,000 | $159.8M | 2.16% | −5,000−1.2% | Reduced |
| Staley Capital Advisers Inc | 422,706 | $159.0M | 7.91% | −8,770−2.0% | Reduced |
| Modera Wealth Management, LLC | 420,853 | $158.3M | 2.62% | −7,867−1.8% | Reduced |
| Boston Private Wealth LLC | 418,273 | $157.3M | 3.83% | −53,259−11.3% | Reduced |
| GW&K Investment Management, LLC | 417,756 | $157.1M | 1.46% | −11,383−2.7% | Reduced |
| Bridges Investment Management Inc | 417,576 | $157.0M | 5.21% | −18,079−4.1% | Reduced |
| Close Asset Management Ltd | 417,181 | $156.8M | 6.56% | +11,849+2.9% | Added |
| Davis R M Inc | 415,372 | $156.2M | 3.60% | +1,022+0.2% | Added |
| Munro Partners | 414,063 | $155.7M | 7.18% | −10,405−2.5% | Reduced |
| Freestone Capital Holdings, LLC | 413,685 | $155.6M | 7.01% | +6,652+1.6% | Added |
| Ninety One North America, Inc. | 413,533 | $155.5M | 7.59% | −56,730−12.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 413,382 | $155.4M | 5.73% | +413,382 | New |
| Steadfast Capital Management LP | 412,194 | $155.0M | 3.82% | −10,230−2.4% | Reduced |
| Castleark Management LLC | 411,524 | $154.7M | 6.86% | +39,584+10.6% | Added |
| Sculptor Capital LP | 409,534 | $154.0M | 3.87% | −177,600−30.2% | Reduced |
| Perfromance Wealth Partners, LLC | 408,495 | $153.6M | 6.75% | −2,267−0.6% | Reduced |
| Verition Fund Management LLC | 406,541 | $152.9M | 1.56% | +336,973+484.4% | Added |
| Metis Global Partners, LLC | 405,893 | $152.6M | 6.08% | +56,764+16.3% | Added |
| Salem Investment Counselors Inc | 403,124 | $151.6M | 5.19% | −2,298−0.6% | Reduced |
| Brinker Capital Investments, LLC | 403,814 | $151.3M | 1.76% | +5,406+1.4% | Added |
| Orion Portfolio Solutions, LLC | 403,814 | $151.3M | 1.76% | +5,406+1.4% | Added |
| Cambridge Trust Co | 401,983 | $151.2M | 6.30% | +5,406+1.4% | Added |
| Raymond James Trust N.A. | 400,380 | $150.6M | 3.99% | +13,060+3.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 400,170 | $150.5M | 8.37% | −16,850−4.0% | Reduced |
| Stock Yards Bank & Trust Co | 400,049 | $150.4M | 5.36% | −13,754−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 394,157 | $148.2M | 1.22% | −51,768−11.6% | Reduced |
| Covea Finance | 391,862 | $147.4M | 7.18% | 00.0% | Unchanged |
| Becker Capital Management Inc | 388,909 | $146.2M | 5.27% | −6,428−1.6% | Reduced |
| GTS Securities LLC | 387,993 | $145.9M | 3.16% | +15,053+4.0% | Added |
| Cornerstone Advisors, LLC | 387,200 | $145.6M | 6.41% | −12,400−3.1% | Reduced |
| New Mexico Educational Retirement Board | 386,847 | $145.5M | 5.58% | 00.0% | Unchanged |
| Caxton Associates LP | 385,864 | $145.1M | 7.45% | +252,229+188.7% | Added |
| Northwest & Ethical Investments L.P. | 385,441 | $144.9M | 4.45% | +9,945+2.6% | Added |
| Adviser Investments LLC | 384,058 | $144.4M | 2.06% | +226,357+143.5% | Added |
| Massmutual Trust Co FSB | 382,693 | $143.9M | 4.83% | −3,904−1.0% | Reduced |
| Boston Financial Mangement LLC | 382,360 | $143.8M | 4.87% | −3,980−1.0% | Reduced |
| Samlyn Capital, LLC | 378,766 | $142.4M | 3.09% | −185,404−32.9% | Reduced |
| Quantinno Capital Management LP | 377,845 | $142.1M | 4.97% | +67,249+21.7% | Added |
| ExodusPoint Capital Management, LP | 377,756 | $142.1M | 1.77% | +147,123+63.8% | Added |
| TownSquare Capital, LLC | 376,543 | $141.6M | 2.43% | +32,775+9.5% | Added |
| CTC LLC | 375,612 | $141.2M | 1.39% | +8,546+2.3% | Added |
| InterOcean Capital Group, LLC | 375,386 | $141.2M | 3.79% | +5,934+1.6% | Added |
| Meitav Dash Investments Ltd | 375,218 | $141.0M | 2.07% | −69,223−15.6% | Reduced |
| Mar Vista Investment Partners LLC | 374,863 | $141.0M | 6.43% | −22,616−5.7% | Reduced |
| Marathon Asset Mgmt Ltd | 373,664 | $140.5M | 3.94% | −8,766−2.3% | Reduced |
| Manning & Napier Group, LLC | 373,220 | $140.3M | 1.67% | +971+0.3% | Added |
| PointState Capital LP | 372,103 | $139.9M | 5.02% | −592,229−61.4% | Reduced |
| Saratoga Research & Investment Management | 371,070 | $139.5M | 6.44% | −16,013−4.1% | Reduced |
| Ossiam | 370,757 | $139.4M | 2.25% | −196,945−34.7% | Reduced |