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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 99,970 | $42.1M | 2.80% | −19,352−16.2% | Reduced |
| American National Bank | 99,893 | $42.0M | 5.56% | +3,084+3.2% | Added |
| Zweig-DiMenna Associates LLC | 99,808 | $42.0M | 3.72% | +2,098+2.1% | Added |
| Boston Common Asset Management, LLC | 99,628 | $41.9M | 1.00% | −2,513−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 99,428 | $41.8M | 3.36% | +2,775+2.9% | Added |
| Alta Park Capital, LP | 99,399 | $41.8M | 4.53% | −43,716−30.5% | Reduced |
| Harvest Portfolios Group Inc. | 99,266 | $41.8M | 1.63% | +4,306+4.5% | Added |
| RWWM, Inc. | 98,541 | $41.5M | 4.47% | −2,927−2.9% | Reduced |
| Anchor Investment Management, LLC | 98,222 | $41.3M | 4.33% | +1,534+1.6% | Added |
| Milestones Administradora de Recursos Ltda. | 97,792 | $41.1M | 22.10% | −20,333−17.2% | Reduced |
| De Burlo Group Inc | 97,627 | $41.1M | 5.45% | +12,160+14.2% | Added |
| Waycross Partners, LLC | 97,103 | $40.9M | 7.03% | +12,016+14.1% | Added |
| Fidelis Capital Partners, LLC | 97,054 | $40.8M | 6.20% | +14,240+17.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 96,991 | $40.8M | 0.09% | −1,329−1.4% | Reduced |
| Fiduciary Group LLC | 96,437 | $40.6M | 4.42% | −525−0.5% | Reduced |
| Resources Management Corp | 96,337 | $40.5M | 5.92% | −5,979−5.8% | Reduced |
| Jacobs & Co | 96,292 | $40.5M | 4.29% | +2,575+2.7% | Added |
| Davy Global Fund Management Ltd | 96,064 | $40.4M | 4.58% | −3,216−3.2% | Reduced |
| Addenda Capital Inc. | 95,500 | $40.2M | 1.53% | −8,784−8.4% | Reduced |
| German American Bancorp, Inc. | 95,233 | $40.1M | 4.82% | +2,707+2.9% | Added |
| Rossmore Private Capital | 95,063 | $40.0M | 5.23% | −474−0.5% | Reduced |
| Canandaigua National Bank & Trust Co | 95,039 | $40.0M | 5.89% | −1,642−1.7% | Reduced |
| Bensler, LLC | 94,878 | $39.9M | 5.78% | +3,706+4.1% | Added |
| Ithaka Group LLC | 94,756 | $39.9M | 7.52% | −6,529−6.4% | Reduced |
| Country Club Bank | 94,751 | $39.9M | 2.81% | −1,093−1.1% | Reduced |
| Gratus Capital LLC | 94,642 | $39.8M | 1.84% | +17,603+22.8% | Added |
| Greenwood Gearhart Inc | 94,636 | $39.8M | 3.88% | +897+1.0% | Added |
| Blue Chip Partners, Inc. | 94,123 | $39.6M | 3.85% | −9,790−9.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 93,998 | $39.5M | 4.74% | −1,246−1.3% | Reduced |
| RDST Capital LLC | 93,815 | $39.5M | 9.81% | +25,515+37.4% | Added |
| Thompson Siegel & Walmsley LLC | 93,704 | $39.4M | 0.61% | −3,123−3.2% | Reduced |
| Smithfield Trust Co | 93,243 | $39.2M | 2.08% | −836−0.9% | Reduced |
| Bank of Nova Scotia Trust Co | 93,147 | $39.2M | 4.22% | −1,611−1.7% | Reduced |
| Vicus Capital | 92,924 | $39.1M | 3.56% | +428+0.5% | Added |
| Bath Savings Trust Co | 92,790 | $39.0M | 4.14% | +954+1.0% | Added |
| Synergy Financial Management, LLC | 92,673 | $39.0M | 6.62% | +10,583+12.9% | Added |
| GLOBALT Investments LLC | 92,394 | $38.9M | 1.55% | −3,335−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 146,067 | $38.9M | 4.06% | +154+0.1% | Added |
| LaFleur & Godfrey LLC | 92,328 | $38.8M | 5.75% | −8,901−8.8% | Reduced |
| Warren Averett Asset Management, LLC | 92,314 | $38.8M | 0.91% | +30,526+49.4% | Added |
| Te Ahumairangi Investment Management Ltd | 92,139 | $38.8M | 6.74% | −920−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 92,001 | $38.7M | 6.81% | −2,289−2.4% | Reduced |
| Fagan Associates, Inc. | 91,992 | $38.7M | 7.25% | −341−0.4% | Reduced |
| Essex Financial Services, Inc. | 91,730 | $38.6M | 3.56% | +3,012+3.4% | Added |
| Goelzer Investment Management, Inc. | 91,617 | $38.5M | 2.18% | −837−0.9% | Reduced |
| Wallington Asset Management, LLC | 91,297 | $38.4M | 6.02% | −57−0.1% | Reduced |
| Culbertson A N & Co Inc | 91,184 | $38.4M | 6.62% | −3,062−3.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 91,006 | $38.3M | 4.33% | +12,048+15.3% | Added |
| Integrated Advisors Network LLC | 90,859 | $38.2M | 1.95% | +7,201+8.6% | Added |
| Sky Investment Group LLC | 90,805 | $38.2M | 7.35% | −650−0.7% | Reduced |
| Waldron Private Wealth LLC | 90,739 | $38.2M | 1.72% | +648+0.7% | Added |
| ProVise Management Group, LLC | 90,686 | $38.2M | 3.30% | −5,872−6.1% | Reduced |
| Covington Investment Advisors Inc. | 90,678 | $38.1M | 6.22% | +2,294+2.6% | Added |
| Cullen Investment Group, Ltd. | 90,517 | $38.1M | 6.01% | +94+0.1% | Added |
| Nexus Investment Management ULC | 90,655 | $38.1M | 3.68% | +50.0% | Added |
| United Bank | 90,597 | $38.1M | 4.55% | −9,039−9.1% | Reduced |
| Hunter Associates Investment Management LLC | 90,525 | $38.1M | 6.41% | −4,536−4.8% | Reduced |
| Exor Capital LLP | 90,526 | $38.1M | 1.59% | +17,000+23.1% | Added |
| Barlow Wealth Partners, Inc. | 90,084 | $38.0M | 5.17% | −5,775−6.0% | Reduced |
| Diversify Advisory Services, LLC | 89,263 | $37.9M | 2.23% | +89,263 | New |
| Jackson Square Partners, LLC | 89,961 | $37.8M | 1.57% | −7,202−7.4% | Reduced |
| Knollwood Investment Advisory, LLC | 89,945 | $37.8M | 6.84% | +8,600+10.6% | Added |
| Insigneo Advisory Services, LLC | 89,694 | $37.7M | 4.48% | +7,064+8.5% | Added |
| American Assets Investment Management, LLC | 89,650 | $37.7M | 3.59% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 89,606 | $37.7M | 4.05% | +155+0.2% | Added |
| Progressive Investment Management Corp | 89,316 | $37.6M | 10.31% | −1,474−1.6% | Reduced |
| SlateStone Wealth, LLC | 89,229 | $37.5M | 3.77% | +14,148+18.8% | Added |
| James Investment Research Inc | 89,222 | $37.5M | 4.46% | −4,702−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 89,206 | $37.5M | 1.23% | +24,584+38.0% | Added |
| Greenlea Lane Capital Management, LLC | 89,165 | $37.5M | 10.62% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 89,078 | $37.5M | 15.15% | +545+0.6% | Added |
| Kennedy Capital Management, Inc. | 89,032 | $37.5M | 0.77% | +62,258+232.5% | Added |
| Teamwork Financial Advisors, LLC | 89,006 | $37.4M | 5.77% | −26,766−23.1% | Reduced |
| Absher Wealth Management, LLC | 88,905 | $37.4M | 5.19% | −654−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 88,872 | $37.4M | 4.65% | −961−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 91,404 | $37.3M | 1.58% | +3,319+3.8% | Added |
| Franchise Capital Ltd | 88,525 | $37.2M | 6.93% | −22,510−20.3% | Reduced |
| Allen Operations LLC | 88,383 | $37.2M | 7.06% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 88,358 | $37.2M | 8.29% | −49−0.1% | Reduced |
| Avitas Wealth Management LLC | 88,167 | $37.1M | 5.64% | +3,703+4.4% | Added |
| United Asset Strategies, Inc. | 88,084 | $37.1M | 3.70% | −617−0.7% | Reduced |
| Columbia Asset Management | 98,505 | $37.0M | 7.58% | −55−0.1% | Reduced |
| Mitchell Capital Management Co | 87,930 | $37.0M | 7.10% | −1,024−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 87,655 | $36.9M | 8.18% | +87,655 | New |
| Pennsylvania Capital Management Inc | 87,601 | $36.9M | 15.18% | −11,335−11.5% | Reduced |
| Charter Trust Co | 87,548 | $36.8M | 2.46% | +1,632+1.9% | Added |
| Invictus Private Wealth, LLC | 87,469 | $36.8M | 3.27% | +2,811+3.3% | Added |
| Clare Market Investments LLC | 87,353 | $36.8M | 11.45% | +1,625+1.9% | Added |
| Ascent Group, LLC | 87,272 | $36.7M | 3.23% | +2,252+2.6% | Added |
| HBK Sorce Advisory LLC | 86,614 | $36.4M | 1.29% | +1,340+1.6% | Added |
| Atika Capital Management LLC | 86,500 | $36.4M | 4.08% | +16,500+23.6% | Added |
| Schmidt P J Investment Management Inc | 86,426 | $36.4M | 6.86% | −1,500−1.7% | Reduced |
| Visionary Wealth Advisors | 86,207 | $36.3M | 2.45% | −4,945−5.4% | Reduced |
| 1st Source Bank | 86,123 | $36.2M | 2.11% | −1,064−1.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 86,075 | $36.2M | 7.51% | −3,687−4.1% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $36.2M | 22.13% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 85,945 | $36.2M | 11.05% | −1,583−1.8% | Reduced |
| Trust Asset Management LLC | 85,929 | $36.2M | 3.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 85,821 | $36.1M | 2.82% | +638+0.7% | Added |
| Atlantic Union Bankshares Corp | 85,684 | $36.0M | 3.04% | −2,630−3.0% | Reduced |