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 |
|---|---|---|---|---|---|
| Quattro Financial Advisors LLC | 146,624 | $61.7M | 17.54% | +146,248+38,895.7% | Added |
| Bellevue Asset Management, LLC | 146,543 | $61.7M | 35.00% | +769+0.5% | Added |
| Alps Advisors Inc | 145,694 | $61.3M | 0.43% | +2,691+1.9% | Added |
| Valiant Capital Management, L.P. | 145,598 | $61.3M | 7.22% | −25,500−14.9% | Reduced |
| Wealthspire Advisors, LLC | 145,571 | $61.2M | 0.82% | −6,038−4.0% | Reduced |
| Castle Hook Partners LP | 145,424 | $61.2M | 2.21% | −126,594−46.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 145,343 | $61.1M | 5.09% | +1,876+1.3% | Added |
| Pallas Capital Advisors LLC | 145,148 | $61.1M | 2.54% | +571+0.4% | Added |
| Fort Sheridan Advisors LLC | 145,078 | $61.0M | 11.50% | −200.0% | Reduced |
| Sumitomo Life Insurance Co | 147,474 | $60.8M | 1.58% | +24,251+19.7% | Added |
| Lowe Brockenbrough & Co Inc | 143,460 | $60.4M | 4.08% | +4,867+3.5% | Added |
| Knights of Columbus Asset Advisors LLC | 143,355 | $60.3M | 4.37% | −20,520−12.5% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 143,300 | $60.3M | 8.18% | +112,490+365.1% | Added |
| Matrix Asset Advisors Inc | 142,956 | $60.1M | 7.19% | −2,010−1.4% | Reduced |
| Trust Co of Toledo NA | 142,948 | $60.1M | 9.40% | −1,665−1.2% | Reduced |
| Independent Financial Group, LLC | 142,883 | $60.1M | 2.76% | +944+0.7% | Added |
| Burns J W & Co Inc | 142,231 | $59.8M | 8.33% | −3,398−2.3% | Reduced |
| CapitalatWork S.A. | 142,185 | $59.8M | 2.00% | −26,136−15.5% | Reduced |
| Cornerstone Capital, Inc. | 141,790 | $59.7M | 6.12% | −4,786−3.3% | Reduced |
| FRG Family Wealth Advisors LLC | 153,181 | $59.6M | 11.70% | +5,231+3.5% | Added |
| RiverFront Investment Group, LLC | 141,440 | $59.5M | 1.68% | +20,926+17.4% | Added |
| First National Bank of Omaha | 158,408 | $59.5M | 4.06% | −46,499−22.7% | Reduced |
| Amica Mutual Insurance Co | 141,225 | $59.4M | 6.06% | −3,811−2.6% | Reduced |
| Ritholtz Wealth Management | 140,785 | $59.2M | 2.04% | +11,596+9.0% | Added |
| Summitry LLC | 139,804 | $58.8M | 3.08% | +607+0.4% | Added |
| Hoey Investments, Inc | 139,498 | $58.7M | 13.08% | +5,421+4.0% | Added |
| GYL Financial Synergies, LLC | 139,401 | $58.6M | 4.60% | +72+0.1% | Added |
| Fernbridge Capital Management LP | 139,267 | $58.6M | 4.50% | −24,141−14.8% | Reduced |
| Roundview Capital LLC | 139,199 | $58.6M | 4.79% | +2,512+1.8% | Added |
| S&CO Inc | 138,995 | $58.5M | 4.12% | −1,188−0.8% | Reduced |
| Osborne Partners Capital Management, LLC | 138,695 | $58.4M | 3.60% | −960−0.7% | Reduced |
| Northeast Financial Consultants Inc | 138,287 | $58.2M | 2.86% | +12,532+10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 138,056 | $58.1M | 3.97% | −735−0.5% | Reduced |
| Wendell David Associates Inc | 138,030 | $58.1M | 5.87% | +535+0.4% | Added |
| Segall Bryant & Hamill, LLC | 137,866 | $58.0M | 1.09% | −6,598−4.6% | Reduced |
| Albion Financial Group | 137,816 | $58.0M | 4.48% | −272−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 137,688 | $57.9M | 1.64% | −7,010−4.8% | Reduced |
| Bank of Hawaii | 136,898 | $57.6M | 2.80% | +4,135+3.1% | Added |
| Everence Capital Management Inc | 136,858 | $57.6M | 3.80% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 136,664 | $57.5M | 3.93% | −1,884−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 136,291 | $57.3M | 4.73% | +153+0.1% | Added |
| Boston Family Office LLC | 134,815 | $56.7M | 4.08% | −4,246−3.1% | Reduced |
| Hemenway Trust Co LLC | 134,426 | $56.6M | 4.90% | −2,883−2.1% | Reduced |
| Sonora Investment Management Group, LLC | 134,265 | $56.5M | 4.42% | −637−0.5% | Reduced |
| Guardian Capital LP | 134,085 | $56.4M | 1.97% | +130+0.1% | Added |
| NorthRock Partners, LLC | 133,809 | $56.3M | 2.16% | +8,093+6.4% | Added |
| Jackson Wealth Management, LLC | 133,476 | $56.2M | 7.02% | +3,659+2.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 132,672 | $55.8M | 3.01% | +2,703+2.1% | Added |
| Matthew Goff Investment Advisor, LLC | 132,644 | $55.8M | 11.30% | −105−0.1% | Reduced |
| Sycomore Asset Management | 136,821 | $55.6M | 12.15% | +5,742+4.4% | Added |
| Concurrent Investment Advisors, LLC | 131,923 | $55.5M | 2.26% | −638−0.5% | Reduced |
| Transform Wealth, LLC | 131,688 | $55.4M | 5.26% | −1,592−1.2% | Reduced |
| Pittenger & Anderson Inc | 131,068 | $55.1M | 2.24% | −274−0.2% | Reduced |
| PFG Investments, LLC | 130,983 | $55.1M | 3.33% | +85,043+185.1% | Added |
| McKinley Capital Management LLC /Delaware | 130,965 | $55.1M | 6.62% | −3,723−2.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 130,252 | $54.8M | 5.16% | −208−0.2% | Reduced |
| Soltis Investment Advisors LLC | 130,175 | $54.8M | 6.13% | +15,121+13.1% | Added |
| Equitable Trust Co | 129,958 | $54.7M | 3.79% | +6,606+5.4% | Added |
| Steward Partners Investment Solutions, LLC | 129,910 | $54.7M | 9.20% | +102,466+373.4% | Added |
| Papp L Roy & Associates | 129,866 | $54.6M | 6.50% | −6,016−4.4% | Reduced |
| Van Cleef Asset Management,Inc | 129,834 | $54.6M | 6.90% | −642−0.5% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $54.6M | 2.38% | 00.0% | Unchanged |
| Ledyard National Bank | 129,510 | $54.5M | 5.27% | −4,340−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 129,449 | $54.5M | 0.55% | −4,781−3.6% | Reduced |
| Financial Advocates Investment Management | 129,363 | $54.4M | 3.18% | −5,471−4.1% | Reduced |
| Grace & Mercy Foundation, Inc. | 129,230 | $54.4M | 13.81% | 00.0% | Unchanged |
| BancorpSouth Bank | 128,393 | $54.0M | 3.93% | +534+0.4% | Added |
| Eagle Ridge Investment Management | 128,066 | $53.9M | 4.96% | −7,804−5.7% | Reduced |
| Alerus Financial NA | 127,724 | $53.7M | 4.06% | −2,176−1.7% | Reduced |
| Petredis Investment Advisors LLC | 127,445 | $53.6M | 6.44% | +2,750+2.2% | Added |
| Coerente Capital Management | 127,252 | $53.5M | 10.12% | −4,167−3.2% | Reduced |
| ClariVest Asset Management LLC | 127,212 | $53.5M | 5.55% | −301,261−70.3% | Reduced |
| Twin Capital Management Inc | 126,300 | $53.1M | 6.59% | −4,880−3.7% | Reduced |
| Trust Co of Virginia | 126,239 | $53.1M | 5.09% | −3,396−2.6% | Reduced |
| TD Private Client Wealth LLC | 125,314 | $52.9M | 1.73% | −7,424−5.6% | Reduced |
| Constitution Capital LLC | 124,877 | $52.5M | 29.67% | +3,897+3.2% | Added |
| Stonebridge Capital Advisors LLC | 124,771 | $52.5M | 4.72% | +1,794+1.5% | Added |
| Petrus Trust Company, LTA | 124,596 | $52.4M | 4.74% | −9,536−7.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 124,508 | $52.4M | 3.34% | +124,508 | New |
| Optiver Holding B.V. | 124,310 | $52.3M | 2.17% | −200,849−61.8% | Reduced |
| Cobblestone Capital Advisors LLC | 124,224 | $52.3M | 3.29% | −3,091−2.4% | Reduced |
| Founders Capital Management, LLC | 123,847 | $52.1M | 9.64% | −101−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 123,749 | $52.1M | 4.31% | +2,034+1.7% | Added |
| DDD Partners, LLC | 123,559 | $52.0M | 6.35% | +18,353+17.4% | Added |
| Oribel Capital Management, LP | 123,500 | $52.0M | 5.96% | −81,800−39.8% | Reduced |
| RSM US Wealth Management LLC | 123,371 | $51.9M | 1.33% | +7,894+6.8% | Added |
| Night Owl Capital Management, LLC | 123,075 | $51.8M | 7.86% | +6,867+5.9% | Added |
| Rollins Financial Advisors, LLC | 122,622 | $51.6M | 9.72% | +2,681+2.2% | Added |
| Penobscot Investment Management Company, Inc. | 122,584 | $51.6M | 5.45% | +2,708+2.3% | Added |
| Kodai Capital Management LP | 122,572 | $51.6M | 1.20% | −781,686−86.4% | Reduced |
| Capital Investment Services of America, Inc. | 122,497 | $51.5M | 4.96% | −9,179−7.0% | Reduced |
| Appleton Partners Inc | 121,499 | $51.1M | 3.97% | −4,942−3.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 121,315 | $51.0M | 3.95% | +5,134+4.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 120,881 | $50.9M | 3.16% | +1,188+1.0% | Added |
| Carret Asset Management, LLC | 120,788 | $50.8M | 5.99% | −870−0.7% | Reduced |
| Anderson Hoagland & Co | 119,761 | $50.7M | 5.68% | +255+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 120,078 | $50.5M | 2.89% | +1,035+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 119,500 | $50.3M | 6.37% | −3,000−2.4% | Reduced |
| Albar Capital Ltd | 119,190 | $50.1M | 8.52% | −7,902−6.2% | Reduced |
| Main Street Research LLC | 119,176 | $50.1M | 3.41% | +342+0.3% | Added |