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, Q1 2024
Institutional positions in Microsoft Corp as of Mar 31, 2024. 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
- 5,241
- +99 vs. Q4 2023
- Shares held
- 5.30B
- +14.6M (+0.3%) vs. Q4 2023
- Total value
- $2.23T
- +$240.2B (+12.1%) vs. Q4 2023
- New holders
- 202
- 2,240 more added
- Sold out
- 103
- 2,443 more reduced
75 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 176,382 | $74.2M | 1.57% | +4,322+2.5% | Added |
| Sigma Planning Corp | 175,533 | $73.9M | 2.32% | +92,492+111.4% | Added |
| First Long Island Investors, LLC | 175,476 | $73.8M | 6.15% | −1,214−0.7% | Reduced |
| CWA Asset Management Group, LLC | 175,061 | $73.7M | 4.48% | +23,454+15.5% | Added |
| Metropolis Capital Ltd | 174,816 | $73.5M | 2.63% | −184,249−51.3% | Reduced |
| Tower Bridge Advisors | 174,560 | $73.4M | 7.47% | −38,510−18.1% | Reduced |
| Alta Capital Management LLC | 174,343 | $73.3M | 4.53% | −6,513−3.6% | Reduced |
| Empowered Funds, LLC | 173,802 | $73.1M | 1.32% | +18,888+12.2% | Added |
| Prospera Financial Services Inc | 173,643 | $73.1M | 2.18% | +3,486+2.0% | Added |
| Corvex Management LP | 173,661 | $73.1M | 3.71% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 173,639 | $73.1M | 1.26% | −14,319−7.6% | Reduced |
| Diamond Hill Capital Management Inc | 172,527 | $72.6M | 0.30% | −458,354−72.7% | Reduced |
| Equitable Holdings, Inc. | 172,380 | $72.5M | 0.82% | +5,157+3.1% | Added |
| Grimes & Company, Inc. | 171,320 | $72.1M | 2.22% | +2,400+1.4% | Added |
| Parallel Advisors, LLC | 171,088 | $72.0M | 1.95% | +8,185+5.0% | Added |
| Compass Capital Management, Inc | 170,287 | $71.6M | 4.63% | −7,011−4.0% | Reduced |
| Vancity Investment Management Ltd | 169,454 | $71.3M | 8.50% | +35,950+26.9% | Added |
| Verus Capital Partners, LLC | 169,415 | $71.3M | 7.89% | +4,347+2.6% | Added |
| Martingale Asset Management L P | 169,036 | $71.1M | 1.42% | −22,216−11.6% | Reduced |
| ExodusPoint Capital Management, LP | 168,260 | $70.8M | 0.88% | −209,496−55.5% | Reduced |
| HighPoint Advisor Group LLC | 170,887 | $70.7M | 4.99% | −331−0.2% | Reduced |
| Woodline Partners LP | 167,753 | $70.6M | 0.65% | +167,753 | New |
| Nixon Peabody Trust Co | 167,752 | $70.6M | 6.48% | +7,045+4.4% | Added |
| Eagle Global Advisors LLC | 167,016 | $70.3M | 3.96% | −1,281−0.8% | Reduced |
| Baskin Financial Services Inc. | 166,512 | $70.1M | 5.87% | −3,183−1.9% | Reduced |
| Generate Investment Management Ltd | 165,764 | $69.7M | 5.47% | −20,059−10.8% | Reduced |
| Avala Global LP | 165,697 | $69.7M | 5.09% | −23,900−12.6% | Reduced |
| Woodstock Corp | 165,607 | $69.7M | 7.21% | −1,033−0.6% | Reduced |
| Perigon Wealth Management, LLC | 165,503 | $69.6M | 2.11% | −29,211−15.0% | Reduced |
| Waratah Capital Advisors Ltd. | 165,397 | $69.6M | 3.56% | +10,210+6.6% | Added |
| Laurion Capital Management LP | 164,873 | $69.4M | 1.93% | +164,873 | New |
| Heritage Wealth Advisors | 164,789 | $69.3M | 3.16% | −1,972−1.2% | Reduced |
| BLB&B Advisors, LLC | 164,656 | $69.3M | 3.91% | +4,005+2.5% | Added |
| Ballentine Partners, LLC | 164,408 | $69.2M | 1.31% | +9,074+5.8% | Added |
| Tairen Capital Ltd | 164,051 | $69.0M | 4.22% | −171,739−51.1% | Reduced |
| Fairview Capital Investment Management, LLC | 163,994 | $69.0M | 3.89% | −1,956−1.2% | Reduced |
| Clough Capital Partners L P | 163,447 | $68.8M | 7.56% | −5,371−3.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 163,295 | $68.7M | 2.96% | −3,822−2.3% | Reduced |
| Cat Rock Capital Management LP | 163,000 | $68.6M | 7.85% | −25,000−13.3% | Reduced |
| Grassi Investment Management | 162,755 | $68.5M | 6.19% | +1,416+0.9% | Added |
| Unigestion Holding SA | 163,004 | $68.5M | 3.35% | +14,287+9.6% | Added |
| Patten & Patten Inc | 162,057 | $68.2M | 4.86% | +9,125+6.0% | Added |
| Itau Unibanco Holding S.A. | 161,893 | $68.1M | 2.92% | +8,303+5.4% | Added |
| CAPROCK Group, Inc. | 161,605 | $68.0M | 3.90% | +2,098+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 161,562 | $68.0M | 7.84% | −7,028−4.2% | Reduced |
| Brookstone Capital Management | 161,355 | $67.9M | 1.21% | +14,093+9.6% | Added |
| Bragg Financial Advisors, Inc | 160,545 | $67.5M | 3.03% | −243−0.2% | Reduced |
| Hoylecohen, LLC | 160,515 | $67.5M | 5.15% | −3,093−1.9% | Reduced |
| Insight Holdings Group, LLC | 160,410 | $67.5M | 1.88% | −1,600−1.0% | Reduced |
| Meridian Wealth Management, LLC | 160,618 | $67.5M | 11.23% | −407−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 160,304 | $67.4M | 2.05% | −658−0.4% | Reduced |
| Noked Israel Ltd | 160,000 | $67.3M | 18.09% | +27,694+20.9% | Added |
| Verition Fund Management LLC | 159,970 | $67.3M | 0.64% | −246,571−60.7% | Reduced |
| Madison Asset Management, LLC | 159,453 | $67.1M | 0.83% | −663−0.4% | Reduced |
| Mengis Capital Management, Inc. | 158,906 | $66.9M | 10.31% | +62,657+65.1% | Added |
| Dynamic Advisor Solutions LLC | 158,857 | $66.8M | 2.26% | +2,140+1.4% | Added |
| Moneta Group Investment Advisors LLC | 158,541 | $66.7M | 1.09% | +19,095+13.7% | Added |
| Fukoku Mutual Life Insurance Co | 158,345 | $66.6M | 5.25% | −5,731−3.5% | Reduced |
| Walleye Capital LLC | 157,770 | $66.4M | 0.72% | +157,770 | New |
| North Star Asset Management Inc | 157,681 | $66.3M | 3.13% | −1,925−1.2% | Reduced |
| Tran Capital Management, L.P. | 156,746 | $65.9M | 7.34% | +10,179+6.9% | Added |
| First Horizon Advisors, Inc. | 156,599 | $65.9M | 2.04% | −5,229−3.2% | Reduced |
| Narwhal Capital Management | 156,544 | $65.9M | 6.45% | +2,370+1.5% | Added |
| Sawgrass Asset Management LLC | 156,480 | $65.8M | 7.20% | +5,484+3.6% | Added |
| YHB Investment Advisors, Inc. | 156,474 | $65.8M | 5.84% | −3,096−1.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 156,042 | $65.6M | 3.33% | −2,633−1.7% | Reduced |
| Candlestick Capital Management LP | 155,958 | $65.6M | 2.16% | −108,953−41.1% | Reduced |
| TenCore Partners, LP | 155,241 | $65.4M | 20.28% | −24,990−13.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 167,700 | $65.3M | 8.60% | −3,000−1.8% | Reduced |
| Steel Peak Wealth Management LLC | 154,966 | $65.2M | 3.34% | +40,455+35.3% | Added |
| DuPont Capital Management Corp | 154,541 | $65.0M | 5.38% | −2,361−1.5% | Reduced |
| Palisade Asset Management, LLC | 154,471 | $65.0M | 6.33% | −1,092−0.7% | Reduced |
| Fishman Jay A Ltd | 153,972 | $64.8M | 7.16% | −845−0.5% | Reduced |
| Forbes J M & Co LLP | 153,768 | $64.7M | 7.01% | −3,098−2.0% | Reduced |
| Richard Bernstein Advisors LLC | 153,472 | $64.6M | 1.39% | −978−0.6% | Reduced |
| Burney Co | 153,288 | $64.5M | 2.46% | +5,776+3.9% | Added |
| Balentine LLC | 152,955 | $64.4M | 1.92% | +15,490+11.3% | Added |
| Lockheed Martin Investment Management Co | 177,930 | $64.1M | 4.66% | +19,230+12.1% | Added |
| Ninety One SA (PTY) Ltd | 151,923 | $63.9M | 9.21% | −6,379−4.0% | Reduced |
| Vident Advisory, LLC | 151,756 | $63.8M | 1.33% | +27,128+21.8% | Added |
| Act Two Investors LLC | 151,410 | $63.7M | 12.79% | +473+0.3% | Added |
| Quest Investment Management LLC | 151,082 | $63.6M | 7.10% | +11,794+8.5% | Added |
| Philadelphia Trust Co | 150,927 | $63.5M | 5.10% | −1,128−0.7% | Reduced |
| Montag A & Associates Inc | 150,865 | $63.5M | 3.17% | +1,456+1.0% | Added |
| Plato Investment Management Ltd | 150,863 | $63.5M | 6.56% | +136,991+987.5% | Added |
| Clearstead Advisors, LLC | 153,376 | $63.5M | 3.14% | −315−0.2% | Reduced |
| Clear Street Markets LLC | 150,500 | $63.3M | 28.97% | +149,769+20,488.2% | Added |
| Academy Capital Management Inc | 150,424 | $63.3M | 11.98% | −908−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 150,093 | $63.1M | 5.20% | +1,558+1.0% | Added |
| Senator Investment Group LP | 150,000 | $63.1M | 2.88% | −10,000−6.3% | Reduced |
| Cartenna Capital, LP | 150,000 | $63.1M | 5.93% | +60,000+66.7% | Added |
| Baxter Bros Inc | 149,648 | $63.0M | 8.08% | −5,362−3.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 149,388 | $62.9M | 1.76% | +237+0.2% | Added |
| Sowell Financial Services LLC | 149,343 | $62.8M | 2.96% | +2,710+1.8% | Added |
| Levin Capital Strategies, L.P. | 149,066 | $62.7M | 6.36% | −19,832−11.7% | Reduced |
| Hollencrest Capital Management | 148,796 | $62.6M | 2.87% | +104,574+236.5% | Added |
| Wahed Invest LLC | 148,703 | $62.6M | 14.27% | +21,902+17.3% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 148,001 | $62.3M | 21.48% | 00.0% | Unchanged |
| Destination Wealth Management | 147,813 | $62.2M | 2.07% | −4,338−2.9% | Reduced |
| Colonial Trust Advisors | 147,506 | $62.1M | 6.14% | −1,751−1.2% | Reduced |