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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 266,733 | $100.3M | 1.00% | +25,479+10.6% | Added |
| Candlestick Capital Management LP | 264,911 | $99.6M | 3.21% | +264,911 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 264,781 | $99.6M | 6.98% | −1,147−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 264,028 | $99.3M | 3.76% | +1,187+0.5% | Added |
| Parthenon LLC | 262,675 | $98.8M | 13.66% | −1,699−0.6% | Reduced |
| Caledonia Investments PLC | 262,617 | $98.7M | 13.32% | −17,000−6.1% | Reduced |
| Central Trust Co | 262,170 | $98.6M | 2.62% | −2,451−0.9% | Reduced |
| Blue Whale Capital LLP | 262,014 | $98.5M | 12.64% | 00.0% | Unchanged |
| Consulta Ltd | 259,500 | $97.6M | 6.43% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 260,001 | $97.6M | 8.81% | −2,912−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 258,247 | $97.1M | 5.43% | −10,384−3.9% | Reduced |
| Northeast Investment Management | 257,842 | $97.0M | 5.19% | +788+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 255,038 | $95.9M | 4.31% | +24,591+10.7% | Added |
| Nwam LLC | 254,607 | $95.7M | 7.69% | +57,058+28.9% | Added |
| Westpac Banking Corp | 253,701 | $95.4M | 7.86% | −60,219−19.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 253,445 | $95.3M | 1.31% | +10,949+4.5% | Added |
| Empirical Finance, LLC | 253,152 | $95.2M | 6.64% | +1,766+0.7% | Added |
| London & Capital Asset Management Ltd | 252,702 | $95.0M | 7.97% | −13,437−5.0% | Reduced |
| Baader Bank INC | 252,594 | $95.0M | 8.09% | −12,760−4.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 252,562 | $95.0M | 1.91% | +137,742+120.0% | Added |
| Vestcor Inc | 252,554 | $95.0M | 3.22% | −5,859−2.3% | Reduced |
| Citizens Financial Group Inc | 252,549 | $95.0M | 3.28% | +11,118+4.6% | Added |
| Dearborn Partners LLC | 252,503 | $95.0M | 3.46% | −15,333−5.7% | Reduced |
| Systematic Alpha Investments, LLC | 251,402 | $94.5M | 4.24% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 250,027 | $94.0M | 2.83% | −2,809−1.1% | Reduced |
| Rockland Trust Co | 250,023 | $94.0M | 5.15% | −4,350−1.7% | Reduced |
| Clear Street LLC | 250,000 | $94.0M | 4.61% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 249,598 | $93.9M | 6.49% | −4,555−1.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 249,194 | $93.7M | 3.01% | −9,446−3.7% | Reduced |
| Roffman Miller Associates Inc | 248,836 | $93.6M | 6.68% | −4,606−1.8% | Reduced |
| Wetherby Asset Management Inc | 248,630 | $93.5M | 4.88% | −2,159−0.9% | Reduced |
| Klingenstein Fields & Co LP | 248,486 | $93.4M | 4.17% | −6,041−2.4% | Reduced |
| Sather Financial Group Inc | 248,089 | $93.3M | 6.90% | −2,368−0.9% | Reduced |
| Maple Capital Management, Inc. | 246,818 | $92.8M | 9.29% | +265+0.1% | Added |
| Cooperman Leon G | 245,705 | $92.4M | 4.40% | 00.0% | Unchanged |
| Ycg, LLC | 245,584 | $92.3M | 7.64% | −386−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 245,110 | $92.2M | 1.51% | +6,497+2.7% | Added |
| Stack Financial Management, Inc | 245,054 | $92.2M | 10.41% | −61,436−20.0% | Reduced |
| Smith Group Asset Management, LLC | 244,464 | $91.9M | 5.35% | +244,464 | New |
| Chesley Taft & Associates LLC | 242,327 | $91.1M | 5.11% | −2,997−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 241,095 | $90.7M | 4.38% | −6,294−2.5% | Reduced |
| Evergreen Capital Management LLC | 240,840 | $90.6M | 3.70% | −27,448−10.2% | Reduced |
| Bristol Gate Capital Partners Inc. | 240,358 | $90.4M | 4.51% | −7,721−3.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 239,655 | $90.1M | 5.94% | −356−0.1% | Reduced |
| Gunn & Co Investment Management, Inc. | 239,655 | $90.1M | 5.94% | +218,482+1,031.9% | Added |
| Dakota Wealth Management | 239,019 | $89.9M | 3.49% | +11,137+4.9% | Added |
| Vinva Investment Management Ltd | 238,102 | $89.4M | 6.20% | +30,558+14.7% | Added |
| Avalon Trust Co | 236,990 | $89.1M | 8.14% | −1,606−0.7% | Reduced |
| Norris Perne & French LLP | 236,806 | $89.0M | 6.89% | −2,020−0.8% | Reduced |
| Ancora Advisors, LLC | 236,781 | $89.0M | 2.11% | −1,814−0.8% | Reduced |
| First National Trust Co | 236,761 | $89.0M | 3.91% | −16,204−6.4% | Reduced |
| Aptus Capital Advisors, LLC | 235,537 | $88.6M | 2.62% | −18,823−7.4% | Reduced |
| Sawtooth Solutions, LLC | 235,432 | $88.5M | 2.42% | +6,801+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 235,251 | $88.5M | 2.31% | +740+0.3% | Added |
| Savant Capital, LLC | 234,998 | $88.4M | 1.14% | +7,063+3.1% | Added |
| Wesleyan Assurance Society | 234,050 | $88.0M | 8.71% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 233,574 | $87.8M | 2.15% | −11,487−4.7% | Reduced |
| Cullen Capital Management LLC | 232,150 | $87.3M | 1.29% | −75,430−24.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 231,584 | $87.1M | 9.11% | −3,739−1.6% | Reduced |
| Sander Capital Advisors Inc | 231,273 | $87.0M | 44.50% | −1,097−0.5% | Reduced |
| Mill Capital Management, LLC | 229,816 | $86.4M | 7.72% | −5,891−2.5% | Reduced |
| GuoLine Advisory Pte Ltd | 229,100 | $86.2M | 13.64% | 00.0% | Unchanged |
| Triple Frond Partners LLC | 228,654 | $86.0M | 10.23% | −24,650−9.7% | Reduced |
| Ingalls & Snyder LLC | 228,176 | $85.8M | 3.89% | −8,138−3.4% | Reduced |
| Franklin Street Advisors Inc | 226,885 | $85.3M | 6.99% | −4,481−1.9% | Reduced |
| Liontrust Investment Partners LLP | 226,795 | $85.3M | 1.24% | +17,172+8.2% | Added |
| Apollon Wealth Management, LLC | 226,624 | $85.2M | 2.94% | +55,084+32.1% | Added |
| Waters Parkerson & Co., LLC | 226,137 | $85.0M | 4.71% | −3,651−1.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 226,098 | $85.0M | 3.61% | −981−0.4% | Reduced |
| Crake Asset Management LLP | 225,073 | $84.6M | 8.07% | +34,000+17.8% | Added |
| Oak Ridge Investments LLC | 225,002 | $84.6M | 9.73% | +2,330+1.0% | Added |
| Berkshire Asset Management LLC | 224,065 | $84.3M | 4.80% | −2,274−1.0% | Reduced |
| RMB Capital Management, LLC | 223,763 | $84.1M | 2.57% | −6,462−2.8% | Reduced |
| Exencial Wealth Advisors, LLC | 223,630 | $84.1M | 3.44% | −5,909−2.6% | Reduced |
| Vestor Capital, LLC | 222,498 | $83.7M | 7.98% | +20,897+10.4% | Added |
| Washington Trust Co | 220,434 | $82.9M | 3.28% | +335+0.2% | Added |
| United Services Automobile Association | 220,411 | $82.9M | 1.84% | +19,094+9.5% | Added |
| Moors & Cabot, Inc. | 219,381 | $82.5M | 5.14% | +4,741+2.2% | Added |
| Ameritas Investment Partners, Inc. | 219,081 | $82.4M | 3.01% | −17,690−7.5% | Reduced |
| Welch Group, LLC | 218,856 | $82.3M | 4.43% | −4,812−2.2% | Reduced |
| Kanawha Capital Management LLC | 218,222 | $82.1M | 7.54% | −5,913−2.6% | Reduced |
| GAM Holding AG | 217,811 | $81.9M | 6.09% | +2,763+1.3% | Added |
| Mutual Advisors, LLC | 217,522 | $81.8M | 2.85% | +10,659+5.2% | Added |
| Meritage Portfolio Management | 217,149 | $81.7M | 5.38% | +14,397+7.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 216,957 | $81.6M | 5.57% | −5,232−2.4% | Reduced |
| Bleakley Financial Group, LLC | 216,230 | $81.3M | 2.58% | +5,015+2.4% | Added |
| Anatole Investment Management Ltd | 215,729 | $81.1M | 20.73% | −193,259−47.3% | Reduced |
| Sandy Spring Bank | 214,715 | $80.7M | 4.02% | −4,618−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 214,514 | $80.7M | 1.41% | +19,638+10.1% | Added |
| Meiji Yasuda Life Insurance Co | 214,342 | $80.6M | 1.75% | +35,891+20.1% | Added |
| Tower Bridge Advisors | 213,070 | $80.1M | 6.89% | −5,808−2.7% | Reduced |
| Spire Wealth Management | 200,684 | $80.0M | 2.75% | +20,556+11.4% | Added |
| GFI Investment Counsel Ltd. | 212,708 | $80.0M | 11.06% | −15,466−6.8% | Reduced |
| Azimuth Capital Investment Management LLC | 212,581 | $79.9M | 3.60% | +14,106+7.1% | Added |
| Wedbush Securities Inc | 212,165 | $79.8M | 3.53% | +5,589+2.7% | Added |
| Campbell Newman Asset Management Inc | 211,976 | $79.7M | 6.88% | −3,632−1.7% | Reduced |
| Styrax Capital, LP | 210,543 | $79.2M | 7.30% | +30,078+16.7% | Added |
| Ulysses Management LLC | 210,300 | $79.1M | 19.51% | 00.0% | Unchanged |
| Community Trust & Investment Co | 210,139 | $79.0M | 6.06% | −3,594−1.7% | Reduced |
| Ironvine Capital Partners, LLC | 210,056 | $79.0M | 9.47% | −16,627−7.3% | Reduced |