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
- 2,241 more added
- Sold out
- 103
- 2,442 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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 85,682 | $36.0M | 3.89% | +3,699+4.5% | Added |
| Silicon Valley Capital Partners | 85,577 | $36.0M | 5.37% | +7,065+9.0% | Added |
| Payden & Rygel | 85,530 | $36.0M | 2.46% | −1,000−1.2% | Reduced |
| Payden & Rygel Investment Group | 85,530 | $36.0M | 2.46% | +85,530 | New |
| Randolph Co Inc | 85,467 | $36.0M | 4.42% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 85,295 | $35.9M | 7.54% | −1,107−1.3% | Reduced |
| Cypress Capital Group | 85,229 | $35.9M | 4.30% | +571+0.7% | Added |
| Lake Street Advisors Group, LLC | 85,190 | $35.8M | 1.68% | +1,373+1.6% | Added |
| St Germain D J Co Inc | 85,001 | $35.8M | 1.75% | −687−0.8% | Reduced |
| Rempart Asset Management Inc. | 84,630 | $35.6M | 6.84% | −474−0.6% | Reduced |
| BBR Partners, LLC | 84,476 | $35.5M | 2.85% | +3,474+4.3% | Added |
| TruWealth Advisors, LLC | 84,384 | $35.5M | 2.48% | +433+0.5% | Added |
| Leavell Investment Management, Inc. | 84,325 | $35.5M | 2.05% | +442+0.5% | Added |
| Qtron Investments LLC | 84,202 | $35.4M | 5.02% | +7,084+9.2% | Added |
| WS Portfolio Advisory, LLC | 84,193 | $35.4M | 6.26% | −2,250−2.6% | Reduced |
| Graypoint LLC | 84,096 | $35.4M | 2.56% | +3,752+4.7% | Added |
| Gladstone Institutional Advisory LLC | 83,822 | $35.3M | 1.93% | −10,314−11.0% | Reduced |
| First Hawaiian Bank | 83,518 | $35.1M | 1.09% | −5,799−6.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 83,440 | $35.1M | 6.29% | −78,917−48.6% | Reduced |
| SP Asset Management LLC | 83,167 | $35.0M | 3.26% | +370.0% | Added |
| Mark Asset Management LP | 83,095 | $35.0M | 4.72% | −489−0.6% | Reduced |
| Rings Capital Management LLC | 83,000 | $34.9M | 19.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 82,992 | $34.9M | 4.03% | −12,257−12.9% | Reduced |
| First Financial Bank - Trust Division | 82,972 | $34.9M | 3.35% | −4,496−5.1% | Reduced |
| Graham Capital Management, L.P. | 82,940 | $34.9M | 0.99% | +19,649+31.0% | Added |
| Griffin Asset Management, Inc. | 82,769 | $34.8M | 4.15% | +1,074+1.3% | Added |
| Merriman Wealth Management, LLC | 82,643 | $34.8M | 1.55% | +454+0.6% | Added |
| Journey Advisory Group, LLC | 82,546 | $34.7M | 4.28% | +176+0.2% | Added |
| ARS Wealth Advisors Group, LLC | 82,519 | $34.7M | 4.69% | −1,206−1.4% | Reduced |
| South Street Advisors LLC | 82,491 | $34.7M | 5.54% | +14,740+21.8% | Added |
| NBC Securities, Inc. | 82,250 | $34.6M | 3.25% | +418+0.5% | Added |
| Quadrant Capital Group LLC | 82,269 | $34.6M | 2.73% | −315−0.4% | Reduced |
| Coronation Fund Managers Ltd. | 82,262 | $34.6M | 0.94% | −5,597−6.4% | Reduced |
| Criteria Caixa, S.A.U. | 82,250 | $34.6M | 3.72% | −657−0.8% | Reduced |
| Professional Advisory Services Inc | 82,199 | $34.6M | 4.69% | +1,937+2.4% | Added |
| Pictet North America Advisors SA | 82,410 | $34.5M | 3.86% | −2,064−2.4% | Reduced |
| LS Investment Advisors, LLC | 81,980 | $34.5M | 5.47% | −894−1.1% | Reduced |
| DRW Securities, LLC | 81,901 | $34.5M | 1.96% | +5,963+7.9% | Added |
| Courier Capital LLC | 81,818 | $34.4M | 2.49% | −254−0.3% | Reduced |
| Trybe Capital Management LP | 81,657 | $34.4M | 12.54% | +23,042+39.3% | Added |
| Pacific Global Investment Management CO | 81,456 | $34.3M | 6.55% | −2,636−3.1% | Reduced |
| Woodmont Investment Counsel LLC | 81,433 | $34.3M | 2.89% | +2,320+2.9% | Added |
| Moody National Bank Trust Division | 81,328 | $34.2M | 2.70% | +165+0.2% | Added |
| Oxbow Advisors, LLC | 81,316 | $34.2M | 4.70% | −3,616−4.3% | Reduced |
| Wedmont Private Capital | 80,247 | $34.2M | 2.50% | +3,902+5.1% | Added |
| King Wealth | 81,106 | $34.1M | 5.98% | +405+0.5% | Added |
| Caldwell Trust Co | 80,997 | $34.1M | 3.97% | −874−1.1% | Reduced |
| Verdence Capital Advisors LLC | 80,842 | $34.0M | 3.10% | −3,158−3.8% | Reduced |
| Northwest Investment Counselors, LLC | 80,730 | $34.0M | 8.27% | −745−0.9% | Reduced |
| Hills Bank & Trust Co | 80,620 | $33.9M | 2.88% | −93−0.1% | Reduced |
| Overbrook Management Corp | 80,549 | $33.9M | 9.11% | −40,877−33.7% | Reduced |
| Hallmark Capital Management Inc | 80,326 | $33.8M | 2.55% | −4,792−5.6% | Reduced |
| First Nebraska Trust Co | 80,084 | $33.7M | 3.48% | −228−0.3% | Reduced |
| Central Securities Corp | 80,000 | $33.7M | 3.40% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $33.7M | 18.41% | 00.0% | Unchanged |
| M. Kraus & Co | 79,951 | $33.6M | 10.21% | −268−0.3% | Reduced |
| Twin Tree Management, LP | 79,909 | $33.6M | 0.76% | +79,909 | New |
| Marex Group plc | 79,869 | $33.6M | 1.09% | +7,075+9.7% | Added |
| Galvin, Gaustad & Stein, LLC | 79,860 | $33.6M | 3.09% | −7,700−8.8% | Reduced |
| Hillman Co | 79,505 | $33.4M | 15.61% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 79,448 | $33.4M | 13.48% | −280.0% | Reduced |
| Ameritas Advisory Services, LLC | 82,322 | $33.4M | 1.38% | +17,336+26.7% | Added |
| Ostrum Asset Management | 79,338 | $33.4M | 2.64% | −5,858−6.9% | Reduced |
| Suvretta Capital Management, LLC | 79,317 | $33.4M | 1.41% | −82,607−51.0% | Reduced |
| Greatmark Investment Partners, Inc. | 79,223 | $33.3M | 4.74% | −2,477−3.0% | Reduced |
| Edge Capital Group, LLC | 79,070 | $33.3M | 1.65% | −6,961−8.1% | Reduced |
| Westchester Capital Management, Inc. | 78,991 | $33.2M | 8.34% | −1,276−1.6% | Reduced |
| WMS Partners, LLC | 78,928 | $33.2M | 2.28% | −2,913−3.6% | Reduced |
| Rice Partnership, LLC | 78,928 | $33.2M | 7.83% | −1,168−1.5% | Reduced |
| Strategic Advisors LLC | 78,833 | $33.2M | 6.54% | −11,490−12.7% | Reduced |
| Marco Investment Management LLC | 78,811 | $33.2M | 3.13% | +125+0.2% | Added |
| Tufton Capital Management | 78,646 | $33.1M | 6.50% | −126−0.2% | Reduced |
| Belpointe Asset Management LLC | 78,564 | $33.1M | 2.48% | +11,652+17.4% | Added |
| Nations Financial Group Inc, | 78,165 | $32.9M | 2.77% | −4,843−5.8% | Reduced |
| Change Path, LLC | 78,155 | $32.9M | 1.31% | +29,198+59.6% | Added |
| Cigna Investments Inc | 78,135 | $32.9M | 6.24% | −666−0.8% | Reduced |
| World Equity Group, Inc. | 78,114 | $32.9M | 6.75% | −13,712−14.9% | Reduced |
| Godsey & Gibb Associates | 77,719 | $32.7M | 3.44% | −2,300−2.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 77,716 | $32.7M | 5.35% | +4,730+6.5% | Added |
| Cutler Investment Counsel LLC | 77,630 | $32.7M | 4.38% | −92−0.1% | Reduced |
| Fiduciary Alliance LLC | 76,747 | $32.6M | 5.75% | −1,617−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 77,446 | $32.6M | 3.47% | −7,064−8.4% | Reduced |
| Hoffman, Alan N Investment Management | 76,966 | $32.4M | 18.17% | −395−0.5% | Reduced |
| Monolith Management Ltd | 76,800 | $32.3M | 12.82% | −41,700−35.2% | Reduced |
| Nemes Rush Group LLC | 76,797 | $32.3M | 4.63% | +493+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 76,789 | $32.3M | 2.52% | −401−0.5% | Reduced |
| Abner Herrman & Brock LLC | 76,702 | $32.3M | 4.03% | −1,391−1.8% | Reduced |
| Palisade Capital Management LLC | 76,561 | $32.2M | 0.85% | −10,477−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 76,508 | $32.2M | 0.45% | −327−0.4% | Reduced |
| Dividend Assets Capital, LLC | 76,379 | $32.1M | 6.78% | −1,810−2.3% | Reduced |
| Icon Wealth Advisors, LLC | 76,362 | $32.1M | 2.98% | +12,519+19.6% | Added |
| Financial Insights, Inc. | 76,336 | $32.1M | 8.96% | +3,562+4.9% | Added |
| Geneos Wealth Management Inc. | 76,282 | $32.1M | 1.47% | −1,064−1.4% | Reduced |
| MIG Capital, LLC | 76,062 | $32.0M | 4.45% | 00.0% | Unchanged |
| PFG Advisors | 75,971 | $32.0M | 2.34% | +1,176+1.6% | Added |
| Lyell Wealth Management, LP | 75,948 | $32.0M | 3.25% | −183−0.2% | Reduced |
| Jasper Ridge Partners, L.P. | 75,938 | $31.9M | 1.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 75,900 | $31.9M | 3.08% | −3,648−4.6% | Reduced |
| Perennial Advisors, LLC | 75,830 | $31.9M | 7.42% | −546−0.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 75,714 | $31.9M | 6.34% | +1,063+1.4% | Added |