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 |
|---|---|---|---|---|---|
| NZS Capital, LLC | 370,742 | $139.4M | 7.34% | −62,294−14.4% | Reduced |
| Shell Asset Management Co | 369,810 | $139.1M | 6.42% | −100,858−21.4% | Reduced |
| Martin Currie Ltd | 368,879 | $138.7M | 4.55% | −29,965−7.5% | Reduced |
| Ariel Investments, LLC | 367,682 | $138.3M | 1.38% | −210,715−36.4% | Reduced |
| James Hambro & Partners | 365,493 | $137.4M | 7.32% | +7,461+2.1% | Added |
| Prime Capital Investment Advisors, LLC | 365,382 | $137.4M | 2.07% | +69,836+23.6% | Added |
| Metropolis Capital Ltd | 359,065 | $135.0M | 5.01% | −170,152−32.2% | Reduced |
| DF Dent & Co Inc | 357,266 | $134.3M | 1.78% | −8,134−2.2% | Reduced |
| PGGM Investments | 355,500 | $133.7M | 2.03% | +10,954+3.2% | Added |
| AIA Group Ltd | 354,889 | $133.5M | 5.47% | +49,029+16.0% | Added |
| APG Asset Management US Inc. | 353,378 | $132.9M | 0.81% | +353,378 | New |
| Braun Stacey Associates Inc | 352,135 | $132.4M | 5.92% | −11,588−3.2% | Reduced |
| Park National Corp | 351,630 | $132.2M | 5.41% | −25,978−6.9% | Reduced |
| TPG GP A, LLC | 349,929 | $131.6M | 2.12% | −158,190−31.1% | Reduced |
| Spears Abacus Advisors LLC | 346,675 | $130.4M | 10.38% | −584−0.2% | Reduced |
| TCTC Holdings, LLC | 346,545 | $130.3M | 4.75% | −15,937−4.4% | Reduced |
| Profund Advisors LLC | 346,013 | $130.1M | 5.59% | +16,688+5.1% | Added |
| Cypress Funds LLC | 344,655 | $129.6M | 15.06% | 00.0% | Unchanged |
| Prudential PLC | 341,720 | $128.5M | 1.37% | −31,274−8.4% | Reduced |
| Toroso Investments, LLC | 340,466 | $128.0M | 3.06% | +40,230+13.4% | Added |
| Cetera Advisors LLC | 339,154 | $127.5M | 1.77% | +17,113+5.3% | Added |
| Tairen Capital Ltd | 335,790 | $126.3M | 8.84% | +17,330+5.4% | Added |
| Sit Investment Associates Inc | 333,711 | $125.5M | 3.08% | −9,928−2.9% | Reduced |
| Davis Selected Advisers | 333,476 | $125.4M | 0.71% | −2,960−0.9% | Reduced |
| Norinchukin Bank, The | 332,309 | $125.0M | 2.93% | −77,084−18.8% | Reduced |
| Hantz Financial Services, Inc. | 332,239 | $124.9M | 2.73% | +32,913+11.0% | Added |
| J. L. Bainbridge & Co., Inc. | 331,157 | $124.5M | 15.24% | −7,209−2.1% | Reduced |
| Bristlecone Advisors, LLC | 327,875 | $123.3M | 12.46% | −3,362−1.0% | Reduced |
| Cohen Klingenstein LLC | 327,500 | $123.2M | 5.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 326,514 | $122.8M | 4.78% | −1,636−0.5% | Reduced |
| Formuepleje A/S | 326,395 | $122.7M | 8.70% | +24,667+8.2% | Added |
| Howland Capital Management LLC | 326,340 | $122.7M | 6.48% | −7,558−2.3% | Reduced |
| Optiver Holding B.V. | 325,159 | $122.3M | 3.65% | +140,205+75.8% | Added |
| TOMS Capital Investment Management LP | 323,000 | $121.5M | 9.88% | −6,000−1.8% | Reduced |
| Zevenbergen Capital Investments LLC | 322,741 | $121.4M | 2.79% | −30,299−8.6% | Reduced |
| KCM Investment Advisors LLC | 322,049 | $121.1M | 4.82% | −7,595−2.3% | Reduced |
| Wafra Inc. | 321,405 | $120.9M | 7.11% | −381,310−54.3% | Reduced |
| Vaughan David Investments LLC | 321,189 | $120.8M | 3.31% | −8,296−2.5% | Reduced |
| TRB Advisors LP | 320,000 | $120.3M | 31.80% | +150,000+88.2% | Added |
| Greenleaf Trust | 319,988 | $120.3M | 1.29% | +4,105+1.3% | Added |
| Old National Bancorp | 318,952 | $119.9M | 3.16% | −5,061−1.6% | Reduced |
| Palestra Capital Management LLC | 318,180 | $119.6M | 5.94% | −142,545−30.9% | Reduced |
| Elite Wealth Management, Inc. | 317,970 | $119.6M | 35.12% | +7,031+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 317,823 | $119.5M | 2.10% | −3,811−1.2% | Reduced |
| Eastern Bank | 316,326 | $119.0M | 5.40% | −1,202−0.4% | Reduced |
| Wilkinson Global Asset Management LLC | 315,753 | $118.7M | 8.19% | −1,556−0.5% | Reduced |
| Stephens Inc | 315,095 | $118.5M | 2.04% | +10,760+3.5% | Added |
| MUFG Securities EMEA plc | 314,999 | $118.5M | 9.83% | +307,625+4,171.8% | Added |
| Fort Pitt Capital Group, LLC | 313,470 | $117.9M | 3.87% | −2,802−0.9% | Reduced |
| Heritage Investors Management Corp | 312,016 | $117.3M | 4.43% | −7,901−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 311,859 | $117.3M | 6.46% | +8,341+2.7% | Added |
| Keystone Investors Pte Ltd | 311,348 | $117.1M | 9.87% | −14,120−4.3% | Reduced |
| Mission Wealth Management, LP | 310,999 | $116.9M | 3.86% | +21,609+7.5% | Added |
| Independent Advisor Alliance | 310,577 | $116.8M | 4.21% | +5,285+1.7% | Added |
| Clarius Group, LLC | 308,675 | $116.1M | 9.62% | −9,061−2.9% | Reduced |
| Miracle Mile Advisors, LLC | 305,263 | $114.8M | 3.14% | +43,973+16.8% | Added |
| Hancock Whitney Corp | 305,234 | $114.8M | 4.26% | −4,429−1.4% | Reduced |
| Choate Investment Advisors | 304,055 | $114.3M | 3.54% | +105,106+52.8% | Added |
| Mogy Joel R Investment Counsel Inc | 304,051 | $114.3M | 8.64% | −5,184−1.7% | Reduced |
| Donaldson Capital Management, LLC | 303,456 | $114.1M | 5.11% | −36,460−10.7% | Reduced |
| McDaniel Terry & Co | 302,932 | $113.9M | 10.90% | −3,490−1.1% | Reduced |
| Metropolitan Life Insurance Co | 302,529 | $113.8M | 5.35% | −4,876−1.6% | Reduced |
| Advisors Asset Management, Inc. | 300,853 | $113.1M | 2.31% | −24,494−7.5% | Reduced |
| Kinetic Partners Management, LP | 300,195 | $112.9M | 9.63% | +103,200+52.4% | Added |
| Chartwell Investment Partners, LLC | 299,968 | $112.8M | 3.96% | −15,240−4.8% | Reduced |
| Wade G W & Inc | 299,253 | $112.5M | 3.66% | +17,553+6.2% | Added |
| Highland Capital Management, LLC | 299,165 | $112.5M | 6.99% | −1,171−0.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 298,533 | $112.3M | 4.96% | −135,863−31.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 298,188 | $112.1M | 4.26% | +1,166+0.4% | Added |
| Stratos Wealth Partners, LTD. | 292,866 | $110.1M | 2.05% | +4,704+1.6% | Added |
| Birch Hill Investment Advisors LLC | 291,317 | $109.5M | 5.83% | −7,121−2.4% | Reduced |
| Chilton Capital Management LLC | 289,354 | $108.8M | 5.54% | −4,368−1.5% | Reduced |
| Fortis Capital Management LLC | 288,210 | $108.4M | 27.72% | −2,171−0.7% | Reduced |
| Private Wealth Partners, LLC | 288,190 | $108.4M | 9.16% | −1,536−0.5% | Reduced |
| Empire Life Investments Inc. | 287,008 | $107.9M | 6.97% | +12,228+4.5% | Added |
| Alyeska Investment Group, L.P. | 285,590 | $107.4M | 0.72% | +11,105+4.0% | Added |
| Himension Fund | 285,019 | $107.2M | 9.74% | +60,014+26.7% | Added |
| Ziegler Capital Management, LLC | 285,005 | $107.2M | 4.87% | −10,988−3.7% | Reduced |
| Gladstone Capital Management LLP | 284,491 | $107.0M | 12.54% | −80,923−22.1% | Reduced |
| Bollard Group LLC | 282,120 | $106.1M | 3.69% | +1,843+0.7% | Added |
| Guyasuta Investment Advisors Inc | 281,446 | $105.8M | 7.65% | −2,769−1.0% | Reduced |
| Cullinan Associates Inc | 280,448 | $105.5M | 5.88% | +8,017+2.9% | Added |
| Kestra Private Wealth Services, LLC | 279,399 | $105.1M | 2.68% | +21,608+8.4% | Added |
| Ami Asset Management Corp | 277,810 | $104.5M | 5.71% | −217−0.1% | Reduced |
| RE Advisers Corp | 277,687 | $104.4M | 2.67% | −55,000−16.5% | Reduced |
| Banque Cantonale Vaudoise | 277,251 | $104.3M | 4.53% | +2,537+0.9% | Added |
| HS Management Partners, LLC | 277,091 | $104.2M | 4.83% | −21,117−7.1% | Reduced |
| Hyman Charles D | 276,626 | $104.0M | 6.22% | +1,249+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 275,925 | $103.8M | 3.56% | +1,590+0.6% | Added |
| Daymark Wealth Partners, LLC | 369,070 | $103.2M | 6.33% | −1,588−0.4% | Reduced |
| Argent Trust Co | 274,213 | $103.1M | 5.13% | −418−0.2% | Reduced |
| Osterweis Capital Management Inc | 272,601 | $102.5M | 6.51% | −4,321−1.6% | Reduced |
| Smith, Salley & Associates | 272,160 | $102.3M | 6.61% | +7,179+2.7% | Added |
| Castle Hook Partners LP | 272,018 | $102.3M | 6.39% | +2,485+0.9% | Added |
| National Asset Management, Inc. | 271,828 | $102.2M | 2.75% | −19,619−6.7% | Reduced |
| Meeder Asset Management Inc | 270,943 | $101.9M | 7.94% | +168,871+165.4% | Added |
| HB Wealth Management, LLC | 269,016 | $101.2M | 1.45% | +8,924+3.4% | Added |
| HRT Financial LP | 268,308 | $100.9M | 0.74% | +79,288+41.9% | Added |
| Capitolis Liquid Global Markets LLC | 268,000 | $100.8M | 4.14% | +268,000 | New |
| Farmers & Merchants Investments Inc | 267,193 | $100.5M | 3.67% | −333−0.1% | Reduced |