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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Bulltick Wealth Management, LLC | 43,150 | $18.2M | 3.78% | +7,404+20.7% | Added |
| Vestmark Advisory Solutions, Inc. | 43,130 | $18.1M | 0.78% | +733+1.7% | Added |
| Legacy Wealth Management, LLC | 43,087 | $18.1M | 8.17% | 00.0% | Unchanged |
| Sirios Capital Management L P | 43,082 | $18.1M | 3.42% | −7,821−15.4% | Reduced |
| Centaurus Financial, Inc. | 43,027 | $18.1M | 1.27% | +6,695+18.4% | Added |
| David Loasby | 42,443 | $18.1M | 1.84% | +1,666+4.1% | Added |
| Royal Fund Management, LLC | 42,898 | $18.1M | 2.08% | +608+1.4% | Added |
| Legacy Trust | 42,971 | $18.1M | 4.51% | −2,563−5.6% | Reduced |
| DCM Advisors, LLC | 42,876 | $18.0M | 7.44% | −10,818−20.1% | Reduced |
| Physicians Financial Services, Inc. | 42,814 | $18.0M | 6.34% | −25−0.1% | Reduced |
| Iowa State Bank | 42,797 | $18.0M | 3.98% | −954−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,703 | $18.0M | 0.14% | −351,454−89.2% | Reduced |
| First National Bank & Trust Co of Newtown | 42,630 | $17.9M | 3.64% | −885−2.0% | Reduced |
| LM Advisors LLC | 42,566 | $17.9M | 2.84% | +5,657+15.3% | Added |
| Roberts Glore & Co Inc | 42,499 | $17.9M | 5.35% | −2,741−6.1% | Reduced |
| Morton Capital Management LLC | 42,399 | $17.8M | 4.82% | −663−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 42,376 | $17.8M | 6.48% | −838−1.9% | Reduced |
| Harbor Island Capital LLC | 42,280 | $17.8M | 8.15% | −71−0.2% | Reduced |
| Leonteq Securities AG | 42,219 | $17.8M | 2.40% | −16,028−27.5% | Reduced |
| Stoneridge Investment Partners LLC | 42,211 | $17.8M | 6.75% | −868−2.0% | Reduced |
| Sendero Wealth Management, LLC | 42,208 | $17.8M | 3.05% | −2,989−6.6% | Reduced |
| Consolidated Capital Management, LLC | 42,203 | $17.8M | 8.51% | −719−1.7% | Reduced |
| SeaBridge Investment Advisors LLC | 42,193 | $17.8M | 4.68% | −733−1.7% | Reduced |
| Romano Brothers and Company | 42,097 | $17.7M | 2.43% | −119−0.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,092 | $17.7M | 1.01% | −8,928−17.5% | Reduced |
| Carlson Capital L P | 42,067 | $17.7M | 1.44% | −17,928−29.9% | Reduced |
| SOA Wealth Advisors, LLC. | 42,064 | $17.7M | 3.66% | +270+0.6% | Added |
| Sentry Investment Management LLC | 41,986 | $17.7M | 6.86% | −930−2.2% | Reduced |
| Keebeck Wealth Management, LLC | 41,966 | $17.7M | 2.60% | −1,360−3.1% | Reduced |
| Global X Japan Co., Ltd. | 41,965 | $17.7M | 3.75% | +36,622+685.4% | Added |
| Soditic Asset Management LLP | 41,936 | $17.6M | 20.89% | −39,625−48.6% | Reduced |
| Sage Capital Advisors,llc | 41,869 | $17.6M | 5.11% | −473−1.1% | Reduced |
| Lincoln Capital LLC | 41,785 | $17.6M | 3.91% | −133−0.3% | Reduced |
| Parkwood LLC | 41,459 | $17.4M | 1.84% | +14,831+55.7% | Added |
| Benjamin Edwards Inc | 41,412 | $17.4M | 3.46% | +1,402+3.5% | Added |
| Cooper Investors Pty Ltd | 41,397 | $17.4M | 1.00% | +200+0.5% | Added |
| Central Bank & Trust Co | 41,259 | $17.4M | 2.47% | −3,553−7.9% | Reduced |
| Naviter Wealth, LLC | 41,206 | $17.3M | 2.84% | +8,442+25.8% | Added |
| Heathbridge Capital Management Ltd. | 41,145 | $17.3M | 6.69% | −185−0.4% | Reduced |
| Northwest Capital Management Inc | 41,050 | $17.3M | 5.53% | −798−1.9% | Reduced |
| Fox Hill Wealth Management | 41,039 | $17.3M | 11.62% | +2,989+7.9% | Added |
| Wall Street Access Asset Management, LLC | 40,940 | $17.2M | 7.14% | −1,979−4.6% | Reduced |
| M. Kulyk & Associates, LLC | 40,840 | $17.2M | 3.98% | +1,082+2.7% | Added |
| Torray LLC | 40,811 | $17.2M | 2.57% | −1,074−2.6% | Reduced |
| Bonness Enterprises Inc | 40,800 | $17.2M | 6.19% | −100−0.2% | Reduced |
| Altfest L J & Co Inc | 40,732 | $17.1M | 2.49% | −198−0.5% | Reduced |
| Union Heritage Capital, LLC | 40,696 | $17.1M | 6.79% | +5,696+16.3% | Added |
| Trustmark National Bank Trust Department | 40,617 | $17.1M | 1.39% | +1,535+3.9% | Added |
| CRA Financial Services, LLC | 40,598 | $17.1M | 3.71% | −278−0.7% | Reduced |
| Shikiar Asset Management Inc | 40,592 | $17.1M | 4.98% | −1,722−4.1% | Reduced |
| Whitener Capital Management, Inc. | 40,589 | $17.1M | 5.59% | +349+0.9% | Added |
| Kavar Capital Partners Group, LLC | 40,447 | $17.0M | 3.14% | +2,372+6.2% | Added |
| Bill Few Associates, Inc. | 40,432 | $17.0M | 6.90% | +824+2.1% | Added |
| Financial Partners Group, Inc | 40,416 | $17.0M | 2.71% | +143+0.4% | Added |
| Sunbelt Securities, Inc. | 40,395 | $17.0M | 1.90% | +2,138+5.6% | Added |
| Silverlake Wealth Management LLC | 40,367 | $17.0M | 8.64% | +292+0.7% | Added |
| Southeast Asset Advisors Inc. | 40,362 | $17.0M | 2.04% | +8,155+25.3% | Added |
| Paradigm Financial Partners, LLC | 40,352 | $17.0M | 3.65% | +2,426+6.4% | Added |
| Hanson & Doremus Investment Management | 40,290 | $17.0M | 2.92% | −339−0.8% | Reduced |
| Manchester Capital Management LLC | 40,280 | $16.9M | 2.09% | +3,311+9.0% | Added |
| Jackson Hole Capital Partners, LLC | 40,167 | $16.9M | 3.87% | +3,958+10.9% | Added |
| FFG Partners, LLC | 40,155 | $16.9M | 7.35% | +223+0.6% | Added |
| Moser Wealth Advisors, LLC | 40,138 | $16.9M | 9.41% | −140−0.3% | Reduced |
| Chapin Davis, Inc. | 40,134 | $16.9M | 6.17% | +296+0.7% | Added |
| Miura Global Management, LLC | 40,000 | $16.8M | 14.35% | −35,000−46.7% | Reduced |
| Telemark Asset Management, LLC | 40,000 | $16.8M | 1.74% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 39,967 | $16.8M | 1.52% | −446−1.1% | Reduced |
| CIC Wealth, LLC | 39,961 | $16.8M | 4.89% | −358−0.9% | Reduced |
| Puzo Michael J | 39,955 | $16.8M | 4.66% | +1,483+3.9% | Added |
| Duff & Phelps Investment Management Co | 39,663 | $16.7M | 0.20% | −1,916−4.6% | Reduced |
| SS&H Financial Advisors, Inc. | 39,652 | $16.7M | 6.95% | −675−1.7% | Reduced |
| CFO4Life Group, LLC | 39,621 | $16.7M | 3.03% | −752−1.9% | Reduced |
| Verde Servicos Internacionais S.A. | 39,616 | $16.7M | 6.20% | −19,601−33.1% | Reduced |
| Old Second National Bank of Aurora | 39,597 | $16.7M | 4.33% | −1,125−2.8% | Reduced |
| Brave Asset Management Inc | 39,586 | $16.7M | 4.32% | +794+2.0% | Added |
| Stonebrook Private Inc. | 39,575 | $16.7M | 4.86% | +2,540+6.9% | Added |
| Baldwin Investment Management, LLC | 39,493 | $16.6M | 2.25% | −10.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 39,476 | $16.6M | 0.16% | −1,396−3.4% | Reduced |
| Continuum Advisory, LLC | 40,123 | $16.5M | 2.48% | −5,143−11.4% | Reduced |
| Humankind Investments LLC | 39,302 | $16.5M | 4.37% | −28−0.1% | Reduced |
| PDS Planning, Inc | 39,291 | $16.5M | 1.74% | +321+0.8% | Added |
| Savoie Capital LLC | 39,253 | $16.5M | 2.34% | +8,122+26.1% | Added |
| Grandview Asset Management LLC | 39,246 | $16.5M | 7.50% | +312+0.8% | Added |
| Portfolio Design Labs, LLC | 39,184 | $16.5M | 5.54% | +2,365+6.4% | Added |
| Bank Hapoalim BM | 39,171 | $16.5M | 2.13% | −8,174−17.3% | Reduced |
| Harrell Investment Partners, LLC | 39,143 | $16.5M | 4.88% | −587−1.5% | Reduced |
| Inlet Private Wealth, LLC | 39,028 | $16.4M | 4.59% | −200−0.5% | Reduced |
| Codex Capital, L.L.C. | 39,000 | $16.4M | 8.00% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 38,993 | $16.4M | 11.49% | −2,422−5.8% | Reduced |
| Hilltop Holdings Inc. | 38,871 | $16.4M | 1.82% | +741+1.9% | Added |
| Searle & Co. | 38,811 | $16.3M | 4.16% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 38,785 | $16.3M | 2.22% | −3,194−7.6% | Reduced |
| Birinyi Associates Inc | 38,766 | $16.3M | 5.32% | +330+0.9% | Added |
| Broadwater Capital Management LLC | 38,739 | $16.3M | 12.51% | −2,040−5.0% | Reduced |
| Potrero Capital Research LLC | 38,694 | $16.3M | 10.11% | 00.0% | Unchanged |
| Concord Investment Counsel Inc. | 38,622 | $16.2M | 5.87% | +38,622 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 38,582 | $16.2M | 0.11% | −19,724−33.8% | Reduced |
| Nicholas Investment Partners, LP | 38,579 | $16.2M | 1.66% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 38,864 | $16.2M | 5.00% | +38,864 | New |
| Tranquility Partners, LLC | 38,473 | $16.2M | 6.26% | −114−0.3% | Reduced |