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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 66,834 | $28.1M | 6.59% | −946−1.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 66,834 | $28.1M | 6.94% | −2,788−4.0% | Reduced |
| CCM Investment Advisers LLC | 66,807 | $28.1M | 3.36% | −3,211−4.6% | Reduced |
| Credential Qtrade Securities Inc. | 66,786 | $28.1M | 1.51% | −2,075−3.0% | Reduced |
| Mitchell Sinkler & Starr | 66,669 | $28.0M | 7.02% | −25,747−27.9% | Reduced |
| Leuthold Group, LLC | 66,644 | $28.0M | 3.16% | −139−0.2% | Reduced |
| Borer Denton & Associates, Inc. | 66,627 | $28.0M | 9.92% | +772+1.2% | Added |
| Chicago Trust Co NA | 66,295 | $27.9M | 5.77% | +3,482+5.5% | Added |
| CMH Wealth Management LLC | 66,210 | $27.9M | 7.08% | −3,398−4.9% | Reduced |
| Varenne Capital Partners | 66,202 | $27.9M | 4.83% | −5,948−8.2% | Reduced |
| American National Bank & Trust Co | 66,104 | $27.8M | 6.57% | +66,104 | New |
| Iyo Bank, Ltd. | 66,077 | $27.8M | 11.08% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 66,000 | $27.8M | 5.75% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 65,815 | $27.7M | 3.35% | +5,349+8.8% | Added |
| XML Financial, LLC | 65,495 | $27.6M | 2.82% | −9,648−12.8% | Reduced |
| Flagship Harbor Advisors, LLC | 65,484 | $27.6M | 1.77% | −886−1.3% | Reduced |
| Copeland Capital Management, LLC | 65,344 | $27.5M | 0.50% | +4,871+8.1% | Added |
| Legacy Private Trust Co. | 65,289 | $27.5M | 2.01% | −1,487−2.2% | Reduced |
| Chemung Canal Trust Co | 65,008 | $27.4M | 5.28% | +1,895+3.0% | Added |
| Perseverance Asset Management International | 65,000 | $27.3M | 4.94% | −25,000−27.8% | Reduced |
| Boothbay Fund Management, LLC | 64,862 | $27.3M | 0.81% | −6,208−8.7% | Reduced |
| RNC Capital Management LLC | 64,775 | $27.3M | 1.55% | −4,278−6.2% | Reduced |
| Zuckerman Investment Group, LLC | 64,720 | $27.2M | 3.09% | +1,355+2.1% | Added |
| Sand Hill Global Advisors, LLC | 64,675 | $27.2M | 1.29% | +1,717+2.7% | Added |
| Broadleaf Partners, LLC | 64,632 | $27.2M | 6.97% | −153−0.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 64,557 | $27.2M | 4.59% | +280+0.4% | Added |
| Verity & Verity, LLC | 64,552 | $27.2M | 3.02% | −15,633−19.5% | Reduced |
| Spirepoint Private Client, LLC | 64,475 | $27.1M | 4.13% | +64,475 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,318 | $27.1M | 1.26% | +13,981+27.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 64,305 | $27.1M | 5.70% | +30,001+87.5% | Added |
| CX Institutional | 64,175 | $27.0M | 1.30% | +2,395+3.9% | Added |
| Northern Oak Wealth Management Inc | 64,169 | $27.0M | 3.21% | −5,990−8.5% | Reduced |
| Buckingham Capital Management, Inc. | 64,030 | $26.9M | 3.30% | −1,904−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 63,998 | $26.9M | 1.60% | −4,938−7.2% | Reduced |
| SYSTM Wealth Solutions LLC | 63,958 | $26.9M | 3.40% | +198+0.3% | Added |
| Tritonpoint Wealth, LLC | 74,421 | $26.9M | 2.81% | −8,323−10.1% | Reduced |
| Summit Financial, LLC | 63,693 | $26.8M | 1.59% | −259−0.4% | Reduced |
| Annex Advisory Services, LLC | 63,599 | $26.8M | 0.95% | −832−1.3% | Reduced |
| Community Bank, N.A. | 63,587 | $26.8M | 3.51% | −2,036−3.1% | Reduced |
| Bogart Wealth, LLC | 63,575 | $26.7M | 1.38% | +1,693+2.7% | Added |
| Hodges Capital Management Inc. | 63,492 | $26.7M | 1.71% | −5,326−7.7% | Reduced |
| Premier Fund Managers Ltd | 63,401 | $26.7M | 1.06% | +1,340+2.2% | Added |
| Turim 21 Investimentos Ltda. | 63,489 | $26.7M | 6.79% | +13,876+28.0% | Added |
| One Capital Management, LLC | 63,375 | $26.7M | 0.97% | −310.0% | Reduced |
| Soros Capital Management LLC | 63,340 | $26.6M | 7.32% | +63,340 | New |
| Y.D. More Investments Ltd | 63,331 | $26.6M | 4.72% | +2,812+4.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 63,305 | $26.6M | 5.48% | −8,150−11.4% | Reduced |
| Aragon Global Management, LP | 63,237 | $26.6M | 11.95% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 63,218 | $26.6M | 10.19% | −1,152−1.8% | Reduced |
| Augustine Asset Management Inc | 63,214 | $26.6M | 11.09% | −519−0.8% | Reduced |
| First National Advisers, LLC | 68,524 | $26.5M | 5.93% | +13,106+23.6% | Added |
| Morningstar Investment Management LLC | 63,034 | $26.5M | 2.88% | 00.0% | Unchanged |
| Middleton & Co Inc | 63,018 | $26.5M | 3.06% | −803−1.3% | Reduced |
| IFP Advisors, Inc | 62,905 | $26.5M | 1.16% | +4,991+8.6% | Added |
| Canal Insurance CO | 62,500 | $26.3M | 6.77% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 62,359 | $26.2M | 3.61% | −650−1.0% | Reduced |
| Mattern Wealth Management LLC | 62,169 | $26.2M | 6.36% | −1,473−2.3% | Reduced |
| Stone Point Wealth LLC | 62,080 | $26.1M | 9.08% | +45+0.1% | Added |
| Good Life Advisors, LLC | 62,079 | $26.1M | 2.32% | +1,544+2.6% | Added |
| Cornerstone Wealth Group, LLC | 62,041 | $26.1M | 2.41% | +12,742+25.8% | Added |
| Polymer Capital Management (HK) LTD | 61,890 | $26.0M | 6.56% | +8,310+15.5% | Added |
| Laurel Wealth Advisors LLC | 61,740 | $26.0M | 4.46% | +297+0.5% | Added |
| Beach Investment Counsel Inc | 69,047 | $26.0M | 3.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61,545 | $25.9M | 0.92% | +3,873+6.7% | Added |
| Allied Investment Advisors, LLC | 61,528 | $25.9M | 6.25% | −191−0.3% | Reduced |
| NFJ Investment Group, LLC | 61,513 | $25.9M | 0.71% | −1,062−1.7% | Reduced |
| AdvisorNet Financial, Inc | 61,377 | $25.8M | 2.48% | −2,773−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 61,303 | $25.8M | 2.05% | −11,002−15.2% | Reduced |
| Arcadia Investment Management Corp | 61,133 | $25.7M | 4.55% | −131−0.2% | Reduced |
| Liberty One Investment Management, LLC | 61,113 | $25.7M | 2.91% | −1,400−2.2% | Reduced |
| Sora Investors LLC | 61,000 | $25.7M | 4.22% | +6,000+10.9% | Added |
| Arthur M. Cohen & Associates, LLC | 60,833 | $25.6M | 5.42% | −896−1.5% | Reduced |
| Motco | 60,940 | $25.6M | 1.53% | +756+1.3% | Added |
| Strategic Vision Investment Ltd | 60,663 | $25.5M | 18.42% | −1,400−2.3% | Reduced |
| Harvey Capital Management Inc | 60,655 | $25.5M | 7.47% | −1,275−2.1% | Reduced |
| WoodTrust Financial Corp | 60,594 | $25.5M | 4.04% | −1,207−2.0% | Reduced |
| RPG Investment Advisory, LLC | 60,512 | $25.5M | 3.82% | −410−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 60,500 | $25.5M | 7.95% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60,413 | $25.4M | 2.57% | +1,364+2.3% | Added |
| LSV Asset Management | 60,400 | $25.4M | 0.05% | −13,800−18.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 60,392 | $25.4M | 0.83% | +7,343+13.8% | Added |
| Field & Main Bank | 60,380 | $25.4M | 9.87% | −2,938−4.6% | Reduced |
| Cubic Asset Management, LLC | 60,298 | $25.4M | 6.01% | −99−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 60,145 | $25.3M | 2.05% | +524+0.9% | Added |
| Wright Investors Service Inc | 60,102 | $25.3M | 6.41% | −153−0.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $25.2M | 7.94% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 60,000 | $25.2M | 4.45% | +20,000+50.0% | Added |
| Princeton Global Asset Management LLC | 59,994 | $25.2M | 6.00% | −1,380−2.2% | Reduced |
| Hall Laurie J Trustee | 59,919 | $25.2M | 8.88% | −1,153−1.9% | Reduced |
| Foster & Motley Inc | 59,897 | $25.2M | 1.73% | −610−1.0% | Reduced |
| Altrafin AG | 59,781 | $25.2M | 9.11% | +115+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 59,762 | $25.1M | 4.07% | +4,883+8.9% | Added |
| Valley National Advisers Inc | 59,744 | $25.1M | 3.80% | −3,564−5.6% | Reduced |
| Knuff & Co LLC | 59,696 | $25.1M | 8.44% | +125+0.2% | Added |
| Conning Inc. | 59,623 | $25.1M | 0.82% | −1,176−1.9% | Reduced |
| Claar Advisors LLC | 59,582 | $25.1M | 8.07% | −7,335−11.0% | Reduced |
| SeaTown Holdings Pte. Ltd. | 59,464 | $25.0M | 15.84% | −65,718−52.5% | Reduced |
| Pinnbrook Capital Management LP | 59,373 | $25.0M | 4.32% | −13,303−18.3% | Reduced |
| Glen Eagle Advisors, LLC | 59,320 | $25.0M | 4.73% | −309−0.5% | Reduced |
| St. Clair Advisors, LLC | 59,274 | $24.9M | 8.10% | −1,100−1.8% | Reduced |