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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 209,926 | $78.9M | 5.77% | −1,384−0.7% | Reduced |
| Venture Visionary Partners LLC | 209,756 | $78.9M | 4.18% | +3,117+1.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 209,521 | $78.8M | 4.71% | −3,314−1.6% | Reduced |
| LMCG Investments, LLC | 208,237 | $78.3M | 4.85% | −3,892−1.8% | Reduced |
| Lincoln National Corp | 208,102 | $78.3M | 1.38% | +12,284+6.3% | Added |
| Motley Fool Asset Management LLC | 207,767 | $78.1M | 5.82% | +13,049+6.7% | Added |
| Nellore Capital Management LLC | 207,500 | $78.0M | 14.35% | −7,000−3.3% | Reduced |
| Kinneret Advisory, LLC | 206,913 | $77.8M | 8.61% | −1,317−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 205,787 | $77.4M | 6.32% | +5,302+2.6% | Added |
| Wesbanco Bank Inc | 205,700 | $77.4M | 4.38% | −83,070−28.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 205,629 | $77.3M | 19.65% | +4,215+2.1% | Added |
| Oribel Capital Management, LP | 205,300 | $77.2M | 8.47% | +58,900+40.2% | Added |
| NBT Bank N A | 205,238 | $77.2M | 6.05% | +1,902+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 205,131 | $77.1M | 0.92% | +2,253+1.1% | Added |
| General American Investors Co Inc | 205,000 | $77.1M | 6.37% | −10,000−4.7% | Reduced |
| First National Bank of Omaha | 204,907 | $77.1M | 4.86% | −16,347−7.4% | Reduced |
| Talbot Financial, LLC | 204,758 | $77.0M | 11.58% | +4,164+2.1% | Added |
| ZWJ Investment Counsel Inc | 204,520 | $76.9M | 3.96% | −4,937−2.4% | Reduced |
| NEOS Investment Management LLC | 204,484 | $76.9M | 7.28% | +8,045+4.1% | Added |
| Davidson Investment Advisors | 204,457 | $76.9M | 4.40% | −1,169−0.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 273,321 | $76.3M | 2.79% | +273,321 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 202,204 | $76.0M | 1.57% | −129,403−39.0% | Reduced |
| Nichols & Pratt Advisers LLP | 201,759 | $75.9M | 5.40% | −4,284−2.1% | Reduced |
| Two Sigma Securities, LLC | 201,495 | $75.8M | 3.46% | −72,000−26.3% | Reduced |
| Snowden Capital Advisors LLC | 201,390 | $75.7M | 2.88% | +1,275+0.6% | Added |
| Logan Capital Management Inc | 201,339 | $75.7M | 3.53% | −3,382−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 200,621 | $75.4M | 3.32% | +16,290+8.8% | Added |
| Paralel Advisors LLC | 200,000 | $75.2M | 3.85% | 00.0% | Unchanged |
| Allworth Financial LP | 199,864 | $75.2M | 0.57% | +16,851+9.2% | Added |
| FineMark National Bank & Trust | 199,653 | $75.1M | 3.07% | −258−0.1% | Reduced |
| Calamos Wealth Management LLC | 199,406 | $75.0M | 4.72% | +1,371+0.7% | Added |
| Lannebo Fonder AB | 199,000 | $75.0M | 9.89% | 00.0% | Unchanged |
| Natixis Investment Managers International | 198,141 | $74.5M | 5.28% | −899−0.5% | Reduced |
| Park Avenue Securities LLC | 197,736 | $74.4M | 1.03% | +10,130+5.4% | Added |
| Bridgewater Associates, LP | 197,732 | $74.4M | 0.42% | −3,950−2.0% | Reduced |
| Bard Financial Services, Inc. | 196,833 | $74.0M | 8.30% | +3,485+1.8% | Added |
| Howard Capital Management Group, LLC | 195,960 | $73.7M | 6.39% | −2,517−1.3% | Reduced |
| South State Corp. | 195,436 | $73.5M | 6.27% | −2,930−1.5% | Reduced |
| First American Bank | 194,935 | $73.3M | 6.12% | −2,982−1.5% | Reduced |
| Perigon Wealth Management, LLC | 194,714 | $73.2M | 2.40% | +32,854+20.3% | Added |
| Kingsview Wealth Management, LLC | 194,644 | $73.2M | 2.19% | +871+0.4% | Added |
| Baldwin Brothers Inc | 194,618 | $73.2M | 5.75% | −311−0.2% | Reduced |
| SCS Capital Management LLC | 194,331 | $73.1M | 1.67% | +21,380+12.4% | Added |
| Cookson Peirce & Co Inc | 194,232 | $73.0M | 4.42% | −4,152−2.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 193,826 | $72.9M | 5.55% | −452−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 193,765 | $72.8M | 6.95% | +6,593+3.5% | Added |
| Fulton Breakefield Broenniman LLC | 193,140 | $72.6M | 5.84% | −512−0.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 193,132 | $72.6M | 3.86% | −3,133−1.6% | Reduced |
| HighPoint Advisor Group LLC | 171,218 | $72.4M | 5.19% | +171,218 | New |
| Martingale Asset Management L P | 191,252 | $71.9M | 1.47% | −20,323−9.6% | Reduced |
| Pacific Sage Partners, LLC | 190,949 | $71.8M | 19.67% | −783−0.4% | Reduced |
| Oakmont Corp | 190,747 | $71.7M | 18.83% | −9,790−4.9% | Reduced |
| Estabrook Capital Management | 190,482 | $71.6M | 11.70% | −3,531−1.8% | Reduced |
| Avala Global LP | 189,597 | $71.3M | 5.50% | −217,400−53.4% | Reduced |
| Gotham Asset Management, LLC | 189,580 | $71.3M | 1.32% | −788−0.4% | Reduced |
| Taurus Asset Management, LLC | 189,163 | $71.1M | 7.68% | −1,392−0.7% | Reduced |
| Investment House LLC | 189,025 | $71.1M | 5.03% | −299−0.2% | Reduced |
| MMBG Investment Advisors Co. | 189,006 | $71.1M | 8.36% | −11,612−5.8% | Reduced |
| WSFS Capital Management, LLC | 188,751 | $71.0M | 4.43% | −18,551−8.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 188,682 | $71.0M | 3.38% | +10,683+6.0% | Added |
| Valeo Financial Advisors, LLC | 219,215 | $70.9M | 2.86% | +3,340+1.5% | Added |
| Granite Investment Partners, LLC | 188,060 | $70.7M | 2.75% | −1,334−0.7% | Reduced |
| Cat Rock Capital Management LP | 188,000 | $70.7M | 10.72% | −44,500−19.1% | Reduced |
| Congress Wealth Management LLC | 187,958 | $70.7M | 1.30% | +19,031+11.3% | Added |
| Asset Advisors Investment Management, LLC | 187,880 | $70.7M | 8.63% | +165+0.1% | Added |
| Van Hulzen Asset Management, LLC | 187,697 | $70.6M | 4.96% | −663−0.4% | Reduced |
| SG Americas Securities, LLC | 186,104 | $70.0M | 0.77% | −19,753−9.6% | Reduced |
| Generate Investment Management Ltd | 185,823 | $69.9M | 6.04% | +185,823 | New |
| Henshaw Capital LLC | 185,818 | $69.9M | 3.63% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 185,642 | $69.8M | 2.08% | +36,883+24.8% | Added |
| Tandem Investment Advisors, Inc. | 185,422 | $69.7M | 2.79% | −11,304−5.7% | Reduced |
| Longbow Finance SA | 185,193 | $69.6M | 7.07% | +8,544+4.8% | Added |
| Reynders McVeigh Capital Management, LLC | 184,538 | $69.4M | 4.39% | −6,049−3.2% | Reduced |
| LVM Capital Management Ltd | 184,275 | $69.3M | 8.87% | −1,588−0.9% | Reduced |
| Jones Financial Companies LLLP | 184,228 | $69.3M | 0.10% | +2,068+1.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 182,580 | $68.7M | 1.66% | −105,829−36.7% | Reduced |
| Prime Capital Management Co Ltd | 182,463 | $68.6M | 12.54% | 00.0% | Unchanged |
| Chicago Capital, LLC | 181,170 | $68.1M | 2.45% | +61,948+52.0% | Added |
| Alta Capital Management LLC | 180,856 | $68.0M | 4.39% | −1,134−0.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 180,831 | $68.0M | 1.37% | −72,304−28.6% | Reduced |
| TenCore Partners, LP | 180,231 | $67.8M | 20.12% | −39,145−17.8% | Reduced |
| Sabal Trust CO | 179,955 | $67.7M | 4.16% | −9,274−4.9% | Reduced |
| Thomasville National Bank | 179,160 | $67.4M | 5.98% | −2,823−1.6% | Reduced |
| JBF Capital, Inc. | 179,000 | $67.3M | 13.17% | 00.0% | Unchanged |
| Trust Co of Vermont | 178,974 | $67.3M | 4.49% | −19,481−9.8% | Reduced |
| Cidel Asset Management Inc | 178,639 | $67.2M | 2.88% | +22,427+14.4% | Added |
| Dundas Partners LLP | 177,908 | $66.9M | 5.83% | +1,031+0.6% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $66.9M | 0.76% | −12,000−6.3% | Reduced |
| Violich Capital Management, Inc. | 177,731 | $66.8M | 10.85% | +391+0.2% | Added |
| Suncoast Equity Management | 177,701 | $66.8M | 8.82% | +2,447+1.4% | Added |
| Provident Investment Management, Inc. | 177,664 | $66.8M | 6.31% | −4,861−2.7% | Reduced |
| Neville Rodie & Shaw Inc | 177,540 | $66.8M | 5.46% | +1,782+1.0% | Added |
| Compass Capital Management, Inc | 177,298 | $66.7M | 4.72% | −9,184−4.9% | Reduced |
| First Long Island Investors, LLC | 176,690 | $66.4M | 5.90% | −3,364−1.9% | Reduced |
| Capital Investment Advisors, LLC | 173,890 | $65.4M | 1.64% | +2,495+1.5% | Added |
| Corvex Management LP | 173,661 | $65.3M | 3.50% | 00.0% | Unchanged |
| FJ Investments, LLC | 173,453 | $65.2M | 3.10% | +173,453 | New |
| Alberta Investment Management Corp | 172,770 | $65.0M | 0.61% | −273,963−61.3% | Reduced |
| Diversified Trust Co | 172,306 | $64.8M | 2.18% | −117−0.1% | Reduced |
| Signaturefd, LLC | 172,060 | $64.7M | 1.49% | +11,114+6.9% | Added |