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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 118,996 | $50.1M | 2.05% | +1,574+1.3% | Added |
| Stillwater Capital Advisors, LLC | 118,660 | $49.9M | 7.39% | −1,357−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 118,355 | $49.8M | 5.98% | −9,037−7.1% | Reduced |
| V-Square Quantitative Management LLC | 118,278 | $49.8M | 8.32% | +30,654+35.0% | Added |
| Novare Capital Management LLC | 118,158 | $49.7M | 4.49% | +8,414+7.7% | Added |
| Global Retirement Partners, LLC | 118,011 | $49.6M | 1.85% | +6,890+6.2% | Added |
| Principal Securities, Inc. | 117,902 | $49.6M | 1.55% | +8,698+8.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 117,195 | $49.3M | 1.90% | −9,037−7.2% | Reduced |
| Spinnaker Trust | 117,147 | $49.3M | 3.18% | +2,393+2.1% | Added |
| Garde Capital, Inc. | 116,537 | $49.0M | 3.43% | −964−0.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 116,312 | $48.9M | 20.05% | −3,274−2.7% | Reduced |
| Callahan Advisors, LLC | 116,164 | $48.9M | 5.13% | −748−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 115,829 | $48.7M | 5.05% | +2,119+1.9% | Added |
| Heritage Trust Co | 115,804 | $48.7M | 6.52% | −3,289−2.8% | Reduced |
| Manitou Investment Management Ltd. | 115,499 | $48.6M | 9.73% | −319−0.3% | Reduced |
| Shufro Rose & Co LLC | 115,083 | $48.4M | 4.00% | −9,299−7.5% | Reduced |
| Managed Asset Portfolios, LLC | 114,920 | $48.3M | 7.04% | −6,543−5.4% | Reduced |
| Cornerstone Investment Partners, LLC | 114,806 | $48.3M | 2.36% | −1,091−0.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 114,553 | $48.2M | 9.24% | −2,541−2.2% | Reduced |
| Kadensa Capital Ltd | 114,025 | $48.0M | 13.03% | −1,827−1.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 113,168 | $47.6M | 6.05% | +43,327+62.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 112,681 | $47.4M | 3.82% | −1,122−1.0% | Reduced |
| GW Henssler & Associates Ltd | 112,661 | $47.4M | 2.78% | −4,048−3.5% | Reduced |
| Washington Trust Bank | 112,444 | $47.3M | 4.51% | −1,605−1.4% | Reduced |
| Auxier Asset Management | 112,053 | $47.1M | 7.17% | −1,830−1.6% | Reduced |
| 180 Wealth Advisors, LLC | 112,042 | $47.1M | 8.47% | −230.0% | Reduced |
| Pennant Investors, LP | 112,000 | $47.1M | 13.03% | −17,000−13.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 111,887 | $47.1M | 2.57% | +7,792+7.5% | Added |
| First American Trust, FSB | 111,810 | $47.0M | 4.93% | +3,620+3.3% | Added |
| Wilsey Asset Management Inc | 111,456 | $46.9M | 9.56% | +100+0.1% | Added |
| Schnieders Capital Management LLC | 111,411 | $46.9M | 9.66% | −242−0.2% | Reduced |
| Moran Wealth Management, LLC | 110,823 | $46.6M | 1.51% | −1,337−1.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,682 | $46.6M | 5.55% | −1,224−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 110,660 | $46.6M | 1.21% | +21,393+24.0% | Added |
| We Are One Seven, LLC | 110,581 | $46.5M | 2.42% | +919+0.8% | Added |
| Tompkins Financial Corp | 110,438 | $46.5M | 5.25% | −874−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 110,288 | $46.4M | 0.82% | −2,310−2.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 110,241 | $46.4M | 4.73% | −301−0.3% | Reduced |
| Wellington Shields Capital Management, LLC | 109,805 | $46.2M | 8.71% | −94−0.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 109,263 | $46.0M | 14.22% | −3,410−3.0% | Reduced |
| Polaris Capital Management, LLC | 108,926 | $45.8M | 2.28% | −12,800−10.5% | Reduced |
| Coastline Trust Co | 108,881 | $45.8M | 5.54% | +3,931+3.7% | Added |
| IHT Wealth Management, LLC | 108,804 | $45.8M | 1.83% | +3,461+3.3% | Added |
| Level Four Advisory Services, LLC | 121,629 | $45.7M | 2.51% | +3,292+2.8% | Added |
| BTC Capital Management, Inc. | 108,636 | $45.7M | 4.18% | +108,636 | New |
| Linscomb & Williams, Inc. | 108,599 | $45.7M | 2.35% | −2,655−2.4% | Reduced |
| Principle Wealth Partners LLC | 108,503 | $45.6M | 3.57% | +602+0.6% | Added |
| Hilton Capital Management, LLC | 108,418 | $45.6M | 4.09% | −173−0.2% | Reduced |
| CSM Advisors, LLC | 108,385 | $45.6M | 3.00% | −2,792−2.5% | Reduced |
| Bell Asset Management Ltd | 108,134 | $45.5M | 6.67% | −4,959−4.4% | Reduced |
| Circle Wealth Management, LLC | 107,911 | $45.4M | 1.13% | +1,321+1.2% | Added |
| Oak Associates, Ltd | 107,646 | $45.3M | 3.14% | +160+0.1% | Added |
| Auto-Owners Insurance Co | 107,545 | $45.2M | 1.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 107,264 | $45.2M | 2.28% | +4,065+3.9% | Added |
| Bridgeway Capital Management, LLC | 107,302 | $45.1M | 0.92% | +1,998+1.9% | Added |
| IMC-Chicago, LLC | 106,846 | $45.0M | 1.56% | +30,111+39.2% | Added |
| Willis Investment Counsel | 106,725 | $44.9M | 3.09% | −21,442−16.7% | Reduced |
| Capital Analysts, LLC | 106,637 | $44.9M | 2.09% | −5,323−4.8% | Reduced |
| FourThought Financial Partners, LLC | 106,589 | $44.8M | 5.14% | +513+0.5% | Added |
| Means Investment Co., Inc. | 106,447 | $44.8M | 5.79% | −1,835−1.7% | Reduced |
| Abbrea Capital, LLC | 106,162 | $44.7M | 5.88% | +196+0.2% | Added |
| Jag Capital Management, LLC | 105,949 | $44.6M | 6.32% | −4,594−4.2% | Reduced |
| Renaissance Group LLC | 105,804 | $44.5M | 1.68% | −4,694−4.2% | Reduced |
| Greenbrier Partners Capital Management, LLC | 105,588 | $44.4M | 4.10% | +12,505+13.4% | Added |
| Pitcairn Co | 105,554 | $44.4M | 2.88% | +2,731+2.7% | Added |
| Freemont Management S.A. | 105,500 | $44.4M | 6.85% | −32,700−23.7% | Reduced |
| Vantage Investment Partners, LLC | 105,478 | $44.4M | 3.97% | +22,493+27.1% | Added |
| Terry L. Blaker | 105,480 | $44.4M | 3.34% | +6,604+6.7% | Added |
| Evoke Wealth, LLC | 105,084 | $44.2M | 1.32% | +105,084 | New |
| Untitled Investments LP | 105,001 | $44.2M | 10.09% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 104,847 | $44.1M | 4.49% | +4,841+4.8% | Added |
| Weatherly Asset Management L. P. | 104,742 | $44.1M | 4.26% | −1,359−1.3% | Reduced |
| Private Advisory Group LLC | 104,566 | $44.0M | 6.28% | +9,823+10.4% | Added |
| McIlrath & Eck, LLC | 104,543 | $44.0M | 6.97% | +1,277+1.2% | Added |
| Foundations Investment Advisors, LLC | 103,955 | $43.7M | 1.15% | +3,013+3.0% | Added |
| Lynch & Associates | 103,950 | $43.7M | 10.10% | −7,005−6.3% | Reduced |
| WestEnd Advisors, LLC | 103,910 | $43.7M | 1.13% | −1,757−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 103,716 | $43.6M | 4.20% | −30,588−22.8% | Reduced |
| Capco Asset Management, LLC | 103,708 | $43.6M | 10.47% | −37,283−26.4% | Reduced |
| Lakeside Advisors, INC. | 103,579 | $43.6M | 27.88% | −1,424−1.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 103,551 | $43.6M | 4.06% | +1,218+1.2% | Added |
| Dock Street Asset Management Inc | 103,508 | $43.5M | 6.51% | −5,406−5.0% | Reduced |
| Auxano Advisors, LLC | 103,502 | $43.5M | 12.68% | +3,270+3.3% | Added |
| Chescapmanager LLC | 103,392 | $43.5M | 7.39% | 00.0% | Unchanged |
| Pensioenfonds Rail & Ov | 103,305 | $43.5M | 3.15% | −57,734−35.9% | Reduced |
| Simmons Bank | 103,177 | $43.4M | 3.26% | +2,392+2.4% | Added |
| Amussen Hunsaker Associates LLC | 102,057 | $43.3M | 7.86% | −1,026−1.0% | Reduced |
| Buckingham Strategic Partners | 102,395 | $43.1M | 1.25% | +55,652+119.1% | Added |
| Americana Partners, LLC | 102,305 | $43.0M | 3.60% | +3,041+3.1% | Added |
| Churchill Management Corp | 102,045 | $42.9M | 0.54% | +11,875+13.2% | Added |
| Archon Partners LLC | 102,000 | $42.9M | 5.25% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 101,690 | $42.8M | 3.05% | +675+0.7% | Added |
| Connors Investor Services Inc | 101,556 | $42.7M | 4.50% | +627+0.6% | Added |
| CapWealth Advisors, LLC | 101,530 | $42.7M | 4.79% | −1,186−1.2% | Reduced |
| AlTi Global, Inc. | 101,468 | $42.7M | 1.19% | +24,022+31.0% | Added |
| Montag & Caldwell, LLC | 101,045 | $42.5M | 7.33% | −3,223−3.1% | Reduced |
| Stewart & Patten Co LLC | 100,992 | $42.5M | 6.35% | −9,352−8.5% | Reduced |
| TCG Advisory Services, LLC | 100,373 | $42.2M | 2.34% | +16,409+19.5% | Added |
| Girard Partners Ltd. | 100,137 | $42.1M | 3.97% | +185+0.2% | Added |
| Bornite Capital Management LP | 100,000 | $42.1M | 7.05% | 00.0% | Unchanged |