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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 59,190 | $24.9M | 8.03% | −4,284−6.7% | Reduced |
| Harbour Investment Management LLC | 59,083 | $24.9M | 11.67% | −1,510−2.5% | Reduced |
| Arrow Financial Corp | 59,053 | $24.8M | 2.47% | −1,329−2.2% | Reduced |
| NatWest Group plc | 58,966 | $24.8M | 9.55% | −4,606−7.2% | Reduced |
| Concentric Capital Strategies, LP | 58,909 | $24.8M | 1.59% | +8,283+16.4% | Added |
| Symmetry Partners, LLC | 58,885 | $24.8M | 1.94% | −3,541−5.7% | Reduced |
| Mirabaud & Cie SA | 58,861 | $24.8M | 8.78% | −8,098−12.1% | Reduced |
| New Hampshire Trust | 58,761 | $24.7M | 5.78% | −2,180−3.6% | Reduced |
| TrinityPoint Wealth, LLC | 58,576 | $24.6M | 4.08% | −726−1.2% | Reduced |
| EULAV Asset Management | 58,533 | $24.6M | 0.68% | −972−1.6% | Reduced |
| Parcion Private Wealth LLC | 58,520 | $24.6M | 2.17% | −12,971−18.1% | Reduced |
| Columbus Hill Capital Management, L.P. | 58,423 | $24.6M | 5.35% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 58,331 | $24.5M | 1.96% | −970−1.6% | Reduced |
| Valmark Advisers, Inc. | 58,185 | $24.5M | 0.43% | +167+0.3% | Added |
| Nicola Wealth Management Ltd. | 58,160 | $24.5M | 2.37% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 58,044 | $24.4M | 9.42% | −244−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 57,997 | $24.4M | 0.79% | +7,587+15.1% | Added |
| Farmers Trust Co | 57,791 | $24.3M | 4.90% | −2,403−4.0% | Reduced |
| Bellecapital International Ltd. | 57,656 | $24.3M | 5.36% | −6,702−10.4% | Reduced |
| D L Carlson Investment Group Inc | 57,619 | $24.2M | 4.73% | −1,544−2.6% | Reduced |
| Avestar Capital, LLC | 57,610 | $24.2M | 2.78% | +9,061+18.7% | Added |
| RKL Wealth Management LLC | 57,608 | $24.2M | 2.40% | −582−1.0% | Reduced |
| City Holding Co | 57,554 | $24.2M | 3.63% | −170−0.3% | Reduced |
| Proficio Capital Partners LLC | 57,508 | $24.2M | 2.66% | +651+1.1% | Added |
| GAMMA Investing LLC | 57,483 | $24.2M | 4.93% | +9,978+21.0% | Added |
| Cheviot Value Management, LLC | 57,458 | $24.2M | 5.31% | −1,353−2.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 57,437 | $24.2M | 3.07% | −904−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 57,419 | $24.2M | 2.92% | +19,873+52.9% | Added |
| Lake Street Financial LLC | 57,397 | $24.1M | 3.33% | +1,289+2.3% | Added |
| Orbis Allan Gray Ltd | 57,384 | $24.1M | 0.14% | −16,895−22.7% | Reduced |
| K.J. Harrison & Partners Inc | 57,346 | $24.1M | 3.73% | +1,899+3.4% | Added |
| Zhang Financial LLC | 57,308 | $24.1M | 1.79% | +122+0.2% | Added |
| Lindbrook Capital, LLC | 57,161 | $24.0M | 2.25% | +635+1.1% | Added |
| Pavion Blue Capital, LLC | 56,791 | $23.9M | 11.82% | −369−0.6% | Reduced |
| Investment Advisory Services Inc | 56,785 | $23.9M | 8.77% | −957−1.7% | Reduced |
| Strategic Blueprint, LLC | 56,515 | $23.8M | 1.69% | −446−0.8% | Reduced |
| Hendershot Investments Inc. | 56,270 | $23.7M | 3.39% | −66−0.1% | Reduced |
| Balboa Wealth Partners | 56,110 | $23.6M | 7.49% | −4,379−7.2% | Reduced |
| Spence Asset Management | 56,072 | $23.6M | 5.97% | −435−0.8% | Reduced |
| Princeton Capital Management LLC | 56,050 | $23.6M | 8.51% | −1,217−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 57,951 | $23.6M | 5.34% | −2,824−4.6% | Reduced |
| Smithbridge Asset Management Inc | 56,013 | $23.6M | 4.86% | −2,750−4.7% | Reduced |
| Sepio Capital, LP | 55,914 | $23.5M | 2.02% | −8,216−12.8% | Reduced |
| Trifecta Capital Advisors, LLC | 55,849 | $23.5M | 5.72% | +1,349+2.5% | Added |
| Two Point Capital Management, Inc. | 55,839 | $23.5M | 9.66% | −290−0.5% | Reduced |
| Kozak & Associates, Inc. | 55,743 | $23.5M | 6.31% | +1,336+2.5% | Added |
| Grey Street Capital, LLC | 55,772 | $23.5M | 3.18% | +41,974+304.2% | Added |
| Cozad Asset Management Inc | 55,604 | $23.4M | 2.44% | +164+0.3% | Added |
| Spectrum Wealth Counsel, LLC | 55,238 | $23.2M | 2.84% | +1,768+3.3% | Added |
| Scholtz & Company, LLC | 55,158 | $23.2M | 10.24% | +1,082+2.0% | Added |
| Confluence Wealth Services, Inc. | 55,130 | $23.2M | 2.07% | +1,817+3.4% | Added |
| Marietta Investment Partners LLC | 55,056 | $23.2M | 5.06% | −177−0.3% | Reduced |
| Proequities, Inc. | 55,026 | $23.2M | 1.50% | +2,726+5.2% | Added |
| Haverford Financial Services, Inc. | 55,016 | $23.1M | 6.66% | −218−0.4% | Reduced |
| Hound Partners, LLC | 54,992 | $23.1M | 6.90% | −12,658−18.7% | Reduced |
| Weik Capital Management | 54,984 | $23.1M | 9.83% | −625−1.1% | Reduced |
| CBOE Vest Financial, LLC | 54,892 | $23.1M | 0.61% | +19,361+54.5% | Added |
| PFC Capital Group, Inc. | 54,832 | $23.1M | 12.39% | −333−0.6% | Reduced |
| Cypress Asset Management Inc | 53,634 | $23.1M | 6.25% | +2,807+5.5% | Added |
| Independent Investors Inc | 54,628 | $23.0M | 5.50% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 54,623 | $23.0M | 4.49% | −1,296−2.3% | Reduced |
| Alpha Omega Wealth Management LLC | 54,622 | $23.0M | 4.27% | −1,812−3.2% | Reduced |
| Hamilton Wealth, LLC | 54,555 | $23.0M | 7.16% | +2,057+3.9% | Added |
| Nicollet Investment Management, Inc. | 54,552 | $23.0M | 8.47% | −3,294−5.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,548 | $22.9M | 6.00% | +70.0% | Added |
| Diligent Investors, LLC | 54,539 | $22.9M | 5.76% | +264+0.5% | Added |
| Capital Planning LLC | 54,416 | $22.9M | 7.47% | −4,996−8.4% | Reduced |
| Miramar Capital, LLC | 55,922 | $22.9M | 5.78% | −980−1.7% | Reduced |
| Mirova | 54,391 | $22.9M | 4.05% | +16,981+45.4% | Added |
| HTLF Bank | 54,316 | $22.9M | 2.62% | −920−1.7% | Reduced |
| Lincoln Capital Corp | 54,132 | $22.8M | 9.96% | −1,256−2.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $22.8M | 8.28% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 54,084 | $22.8M | 4.87% | +1,044+2.0% | Added |
| American Money Management, LLC | 53,983 | $22.7M | 4.74% | −492−0.9% | Reduced |
| Greenwich Wealth Management LLC | 53,976 | $22.7M | 1.81% | +1,245+2.4% | Added |
| NTV Asset Management LLC | 53,935 | $22.7M | 3.46% | +1,354+2.6% | Added |
| Jackson Square Capital, LLC | 53,895 | $22.7M | 5.84% | +1,444+2.8% | Added |
| Stokes Family Office, LLC | 53,798 | $22.6M | 2.83% | +3,206+6.3% | Added |
| Adalta Capital Management LLC | 53,748 | $22.6M | 12.49% | +912+1.7% | Added |
| Trinity Street Asset Management LLP | 53,748 | $22.6M | 1.81% | +4,382+8.9% | Added |
| Campbell Capital Management Inc | 53,697 | $22.6M | 9.96% | −895−1.6% | Reduced |
| West Branch Capital LLC | 53,639 | $22.6M | 9.10% | +7,057+15.1% | Added |
| Baker Ellis Asset Management LLC | 53,591 | $22.5M | 3.36% | +506+1.0% | Added |
| Headinvest, LLC | 53,557 | $22.5M | 4.40% | −1,383−2.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 53,517 | $22.5M | 9.54% | +1,002+1.9% | Added |
| Baker Chad R | 53,435 | $22.5M | 4.79% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 53,390 | $22.5M | 5.93% | −131−0.2% | Reduced |
| Colonial Trust Co | 53,360 | $22.4M | 4.20% | −683−1.3% | Reduced |
| Meridian Wealth Advisors, LLC | 53,089 | $22.3M | 4.20% | +610+1.2% | Added |
| Elevatus Welath Management | 53,065 | $22.3M | 8.81% | +757+1.4% | Added |
| L1 Capital International Pty Ltd | 52,530 | $22.3M | 9.92% | +1,398+2.7% | Added |
| Executive Wealth Management, LLC | 52,473 | $22.3M | 1.95% | −5,494−9.5% | Reduced |
| Sigma Investment Counselors Inc | 52,815 | $22.2M | 1.43% | −1,697−3.1% | Reduced |
| Clarity Financial LLC | 52,772 | $22.2M | 3.44% | −4,133−7.3% | Reduced |
| Plimoth Trust Co LLC | 52,692 | $22.2M | 5.91% | −222−0.4% | Reduced |
| GM Advisory Group, Inc. | 52,657 | $22.2M | 1.55% | +3,074+6.2% | Added |
| Heirloom Wealth Management | 52,621 | $22.1M | 7.54% | −1,181−2.2% | Reduced |
| Cadinha & Co LLC | 52,516 | $22.1M | 3.80% | −1,659−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 51,909 | $22.1M | 1.27% | +1,277+2.5% | Added |
| Renaissance Investment Group LLC | 52,426 | $22.1M | 5.06% | −2,144−3.9% | Reduced |