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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 75,390 | $31.7M | 4.66% | −1,700−2.2% | Reduced |
| Brasada Capital Management, LP | 75,100 | $31.6M | 5.68% | −180−0.2% | Reduced |
| Syon Capital LLC | 75,098 | $31.6M | 2.99% | +1,061+1.4% | Added |
| Nelson Capital Management, LLC | 75,082 | $31.6M | 6.04% | −2,931−3.8% | Reduced |
| Wildcat Capital Management, LLC | 75,000 | $31.6M | 11.45% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 75,000 | $31.6M | 6.06% | +75,000 | New |
| Executive Wealth Group LLC | 76,818 | $31.5M | 6.57% | +51,198+199.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 74,656 | $31.4M | 0.97% | +4,752+6.8% | Added |
| GHP Investment Advisors, Inc. | 74,628 | $31.4M | 1.56% | −1,433−1.9% | Reduced |
| Brown Shipley& Co Ltd | 73,771 | $31.3M | 9.84% | +6,446+9.6% | Added |
| Point72 Europe (London) LLP | 74,340 | $31.3M | 2.91% | +63,471+584.0% | Added |
| International Assets Investment Management, LLC | 73,566 | $31.2M | 3.26% | +5,498+8.1% | Added |
| Intrust Bank NA | 74,190 | $31.2M | 3.34% | −1,499−2.0% | Reduced |
| Exchange Capital Management, Inc. | 74,162 | $31.2M | 5.08% | +433+0.6% | Added |
| Newbrook Capital Advisors LP | 74,154 | $31.2M | 4.05% | −40,201−35.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,971 | $31.1M | 3.11% | −7,639−9.4% | Reduced |
| Anchor Capital Advisors LLC | 73,905 | $31.1M | 0.81% | −5,670−7.1% | Reduced |
| Mather Group, LLC. | 82,683 | $31.1M | 0.49% | −2,478−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 73,815 | $31.1M | 3.80% | −16,048−17.9% | Reduced |
| Monetary Management Group Inc | 73,540 | $30.9M | 8.62% | +1,445+2.0% | Added |
| Foyston, Gordon, & Payne Inc | 73,325 | $30.8M | 7.43% | −1,880−2.5% | Reduced |
| Core Alternative Capital | 73,258 | $30.8M | 5.52% | −7,419−9.2% | Reduced |
| Venturi Wealth Management, LLC | 73,218 | $30.8M | 1.98% | +722+1.0% | Added |
| Buffington Mohr McNeal | 73,161 | $30.8M | 5.57% | −319−0.4% | Reduced |
| Covenant Asset Management, LLC | 73,134 | $30.8M | 7.47% | +152+0.2% | Added |
| Western Wealth Management, LLC | 73,122 | $30.8M | 2.39% | −19,036−20.7% | Reduced |
| Titan Global Capital Management USA LLC | 73,102 | $30.8M | 4.85% | −888−1.2% | Reduced |
| Wintrust Investments LLC | 72,762 | $30.6M | 2.70% | −1,638−2.2% | Reduced |
| Dash Acquisitions Inc. | 74,321 | $30.6M | 9.67% | +2,618+3.7% | Added |
| River Wealth Advisors LLC | 72,662 | $30.6M | 4.44% | +1,714+2.4% | Added |
| Walter Public Investments Inc. | 72,546 | $30.5M | 5.97% | −2,693−3.6% | Reduced |
| Naples Global Advisors, LLC | 72,528 | $30.5M | 3.12% | −1,778−2.4% | Reduced |
| Holderness Investments Co | 72,441 | $30.5M | 7.45% | +485+0.7% | Added |
| Cohen Capital Management, Inc. | 72,361 | $30.4M | 5.37% | +632+0.9% | Added |
| Buckley Wealth Management, LLC | 72,325 | $30.4M | 9.76% | −1,661−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 72,066 | $30.3M | 1.66% | +3,482+5.1% | Added |
| Blackhill Capital Inc | 72,050 | $30.3M | 1.74% | 00.0% | Unchanged |
| Claret Asset Management Corp | 71,968 | $30.3M | 5.09% | −922−1.3% | Reduced |
| RAM Investment Partners, LLC | 71,945 | $30.3M | 9.52% | −2,765−3.7% | Reduced |
| Avanda Investment Management Pte. Ltd. | 71,781 | $30.2M | 4.05% | −76,497−51.6% | Reduced |
| Hutchinson Capital Management | 71,661 | $30.1M | 6.10% | +157+0.2% | Added |
| Farther Finance Advisors, LLC | 70,941 | $30.1M | 1.83% | +6,435+10.0% | Added |
| Edentree Asset Management Ltd | 71,558 | $30.1M | 9.53% | −8,164−10.2% | Reduced |
| Angeles Wealth Management, LLC | 71,378 | $30.0M | 3.00% | +4,237+6.3% | Added |
| Fulcrum Capital LLC | 71,354 | $30.0M | 7.12% | +664+0.9% | Added |
| Belmont Capital, LLC | 71,141 | $29.9M | 8.16% | +25,606+56.2% | Added |
| Deltec Asset Management LLC | 71,127 | $29.9M | 5.90% | +3,980+5.9% | Added |
| Salomon & Ludwin, LLC | 71,128 | $29.9M | 2.57% | +700+1.0% | Added |
| Hohimer Wealth Management, LLC | 65,277 | $29.9M | 7.01% | −13,618−17.3% | Reduced |
| Pioneer Trust Bank N A | 71,110 | $29.9M | 8.32% | −575−0.8% | Reduced |
| Wedgewood Partners Inc | 70,615 | $29.9M | 5.98% | −1,091−1.5% | Reduced |
| JLB & Associates Inc | 70,906 | $29.8M | 3.97% | −2,582−3.5% | Reduced |
| Tamar Securities, LLC | 70,893 | $29.8M | 5.05% | −3,474−4.7% | Reduced |
| Catalytic Wealth RIA, LLC | 70,837 | $29.8M | 5.96% | +52,659+289.7% | Added |
| Focus Financial Network, Inc. | 73,466 | $29.7M | 1.45% | +73,466 | New |
| Fogel Capital Management, Inc. | 73,016 | $29.7M | 17.46% | −3,336−4.4% | Reduced |
| Fragasso Group Inc. | 70,473 | $29.6M | 2.51% | +254+0.4% | Added |
| BKD Wealth Advisors, LLC | 70,439 | $29.6M | 0.75% | +573+0.8% | Added |
| Webster Bank, N. A. | 70,375 | $29.6M | 3.31% | −1,123−1.6% | Reduced |
| JGP Wealth Management, LLC | 70,300 | $29.6M | 4.29% | −5,637−7.4% | Reduced |
| Fundamentun, LLC | 70,174 | $29.5M | 2.88% | +2,437+3.6% | Added |
| Arjuna Capital | 70,139 | $29.5M | 8.37% | +2,228+3.3% | Added |
| Money Concepts Capital Corp | 70,025 | $29.5M | 2.72% | −3,500−4.8% | Reduced |
| Vision Capital Management, Inc. | 70,005 | $29.5M | 4.39% | −475−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 69,286 | $29.4M | 3.65% | +69,286 | New |
| Zevin Asset Management LLC | 69,914 | $29.4M | 4.89% | −1,323−1.9% | Reduced |
| Community Financial Services Group, LLC | 69,871 | $29.4M | 6.70% | +69,871 | New |
| BFSG, LLC | 69,748 | $29.3M | 3.88% | +341+0.5% | Added |
| Csenge Advisory Group | 69,423 | $29.2M | 1.64% | +1,743+2.6% | Added |
| Paragon Capital Management Ltd | 69,299 | $29.2M | 5.16% | −1,785−2.5% | Reduced |
| First Western Trust Bank | 69,291 | $29.2M | 1.33% | −4,555−6.2% | Reduced |
| Thompson Investment Management, Inc. | 69,098 | $29.1M | 4.40% | −2,530−3.5% | Reduced |
| Van Strum & Towne Inc. | 69,006 | $29.0M | 10.60% | −708−1.0% | Reduced |
| Arkadios Wealth Advisors | 68,881 | $29.0M | 2.25% | +455+0.7% | Added |
| Summit Trail Advisors, LLC | 68,854 | $29.0M | 0.77% | +4,822+7.5% | Added |
| McRae Capital Management Inc | 68,808 | $28.9M | 6.34% | −2,104−3.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,766 | $28.9M | 2.59% | −613−0.9% | Reduced |
| SFMG, LLC | 68,631 | $28.9M | 2.48% | +1,351+2.0% | Added |
| AMG National Trust Bank | 68,508 | $28.8M | 0.84% | +340.0% | Added |
| Azzad Asset Management Inc | 68,430 | $28.8M | 3.36% | +119+0.2% | Added |
| Perkins Coie Trust Co | 68,352 | $28.8M | 6.74% | +636+0.9% | Added |
| Regal Investment Advisors LLC | 68,313 | $28.7M | 1.97% | +1,349+2.0% | Added |
| Strategic Wealth Partners, Ltd. | 68,273 | $28.7M | 3.15% | +4,240+6.6% | Added |
| Howe & Rusling Inc | 68,037 | $28.6M | 2.74% | +2,032+3.1% | Added |
| Peak Asset Management, LLC | 68,016 | $28.6M | 5.67% | −247−0.4% | Reduced |
| WCG Wealth Advisors LLC | 67,765 | $28.5M | 2.38% | −25,156−27.1% | Reduced |
| 11 Capital Partners LP | 67,686 | $28.5M | 12.46% | +4,430+7.0% | Added |
| Lathrop Investment Management Corp | 67,667 | $28.5M | 5.51% | −4,504−6.2% | Reduced |
| Segment Wealth Management, LLC | 67,649 | $28.5M | 2.16% | +1,842+2.8% | Added |
| Greenwood Capital Associates LLC | 67,636 | $28.5M | 3.78% | −6,283−8.5% | Reduced |
| Toth Financial Advisory Corp | 67,519 | $28.4M | 3.56% | −1,751−2.5% | Reduced |
| Centre Asset Management, LLC | 67,514 | $28.4M | 6.78% | −6,398−8.7% | Reduced |
| Wellington Shields & Co., LLC | 67,458 | $28.4M | 9.51% | −1,757−2.5% | Reduced |
| Zions Bancorporation, N.A. | 67,383 | $28.3M | 2.09% | −878−1.3% | Reduced |
| Guardian Capital Advisors LP | 68,552 | $28.2M | 3.04% | −2,538−3.6% | Reduced |
| Somerville Kurt F | 67,103 | $28.2M | 4.83% | −520−0.8% | Reduced |
| Rothschild Investment LLC | 67,050 | $28.2M | 2.04% | −316−0.5% | Reduced |
| Pinpoint Asset Management Ltd | 66,976 | $28.2M | 4.54% | +17,135+34.4% | Added |
| Clear Harbor Asset Management, LLC | 66,949 | $28.2M | 2.47% | −1,431−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 66,875 | $28.1M | 2.11% | +7,597+12.8% | Added |