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
- 5,240
- +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
- 2,239 more added
- Sold out
- 103
- 2,443 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 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 775,085 | $326.1M | 8.28% | +7,588+1.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 773,500 | $325.4M | 22.04% | −1,550−0.2% | Reduced |
| Abn Amro Investment Solutions | 771,455 | $324.6M | 5.62% | −47,745−5.8% | Reduced |
| Kestra Advisory Services, LLC | 771,182 | $324.5M | 2.17% | +73,936+10.6% | Added |
| Bradley Foster & Sargent Inc | 770,492 | $324.2M | 5.85% | −19,862−2.5% | Reduced |
| Erste Asset Management GmbH | 760,161 | $320.3M | 4.36% | +22,038+3.0% | Added |
| Achmea Investment Management B.V. | 756,298 | $318.2M | 6.07% | +10,339+1.4% | Added |
| Laird Norton Trust Company, LLC | 753,980 | $317.2M | 42.97% | −258,038−25.5% | Reduced |
| Armstrong Henry H Associates Inc | 752,963 | $316.8M | 30.82% | −17,321−2.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 753,500 | $316.8M | 7.07% | 00.0% | Unchanged |
| SRB Corp | 748,727 | $315.0M | 17.44% | 00.0% | Unchanged |
| GWM Advisors LLC | 746,906 | $314.2M | 2.74% | +14,897+2.0% | Added |
| Johnson Investment Counsel Inc | 745,952 | $313.8M | 3.41% | +2,823+0.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 746,386 | $313.6M | 6.15% | +7,506+1.0% | Added |
| Dorsal Capital Management, LLC | 735,000 | $309.2M | 10.29% | −165,000−18.3% | Reduced |
| Tiaa Trust, National Association | 734,838 | $309.2M | 0.95% | +9,569+1.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 717,800 | $302.0M | 3.41% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 717,659 | $301.9M | 14.30% | +85,226+13.5% | Added |
| Aristotle Atlantic Partners, LLC | 716,870 | $301.6M | 9.84% | −23,573−3.2% | Reduced |
| D.A. Davidson & Co. | 716,854 | $301.6M | 2.72% | −9,131−1.3% | Reduced |
| Oppenheimer & Co Inc | 710,579 | $299.0M | 4.96% | −6,782−0.9% | Reduced |
| Balyasny Asset Management LLC | 706,033 | $297.0M | 0.76% | −31,974−4.3% | Reduced |
| CCLA Investment Management Ltd | 697,124 | $294.1M | 4.52% | +9,149+1.3% | Added |
| Pacer Advisors, Inc. | 697,634 | $293.5M | 0.67% | +53,098+8.2% | Added |
| JustInvest LLC | 697,191 | $293.3M | 6.30% | +61,314+9.6% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 692,100 | $291.2M | 6.32% | −37,300−5.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 690,277 | $290.4M | 5.48% | +57,889+9.2% | Added |
| Temasek Holdings (Private) Ltd | 686,081 | $288.6M | 1.60% | +136,658+24.9% | Added |
| Perpetual Ltd | 681,450 | $286.7M | 2.80% | −2,270−0.3% | Reduced |
| Financial Counselors Inc | 681,404 | $286.7M | 4.83% | −22,052−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 680,580 | $286.3M | 3.16% | +74,780+12.3% | Added |
| Fiduciary Trust Co | 678,546 | $285.5M | 4.38% | −9,236−1.3% | Reduced |
| Marsico Capital Management LLC | 677,080 | $284.9M | 9.36% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 727,316 | $283.9M | 7.70% | +65,675+9.9% | Added |
| Banco Santander, S.A. | 672,636 | $283.0M | 3.41% | −3,236−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 671,978 | $282.7M | 3.13% | +89,913+15.4% | Added |
| United Capital Financial Advisers, LLC | 669,683 | $281.7M | 2.32% | −37,618−5.3% | Reduced |
| Ieq Capital, LLC | 666,551 | $280.4M | 4.03% | +34,601+5.5% | Added |
| First Eagle Investment Management, LLC | 660,956 | $278.1M | 0.63% | −876−0.1% | Reduced |
| Louisiana State Employees Retirement System | 658,000 | $276.8M | 5.39% | −20,100−3.0% | Reduced |
| Wealthfront Advisers LLC | 653,318 | $274.9M | 0.96% | +20,157+3.2% | Added |
| Joho Capital LLC | 651,700 | $274.2M | 38.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 645,144 | $271.4M | 6.37% | +28,913+4.7% | Added |
| Douglass Winthrop Advisors, LLC | 642,496 | $270.3M | 5.57% | −8,539−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 642,356 | $270.3M | 6.82% | +12,092+1.9% | Added |
| Beacon Pointe Advisors, LLC | 637,600 | $268.3M | 2.99% | −2,745−0.4% | Reduced |
| Trillium Asset Management, LLC | 636,125 | $267.6M | 6.81% | +28,253+4.6% | Added |
| Oregon Public Employees Retirement Fund | 635,177 | $267.2M | 5.31% | −51,706−7.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 634,665 | $267.0M | 6.68% | −2,411−0.4% | Reduced |
| EP Wealth Advisors, LLC | 633,850 | $266.7M | 3.12% | +7,298+1.2% | Added |
| Sapient Capital LLC | 626,302 | $263.5M | 5.84% | −1,384−0.2% | Reduced |
| Guinness Asset Management LTD | 624,684 | $262.8M | 5.47% | +1,181+0.2% | Added |
| Worldquant Millennium Advisors LLC | 624,705 | $262.8M | 3.24% | −159,361−20.3% | Reduced |
| Crestwood Advisors Group LLC | 621,404 | $261.4M | 5.71% | +4,330+0.7% | Added |
| Canoe Financial LP | 621,147 | $261.3M | 4.31% | +621,147 | New |
| Foxhaven Asset Management, LP | 619,560 | $260.7M | 7.03% | −16,007−2.5% | Reduced |
| Clark Capital Management Group, Inc. | 619,525 | $260.6M | 1.94% | +14,490+2.4% | Added |
| Hyperion Asset Management Ltd | 617,400 | $259.8M | 10.92% | −77,267−11.1% | Reduced |
| Railway Pension Investments Ltd | 615,400 | $258.9M | 2.52% | +42,600+7.4% | Added |
| Kornitzer Capital Management Inc | 610,811 | $257.0M | 4.71% | −12,132−1.9% | Reduced |
| Prudential PLC | 602,181 | $253.3M | 2.09% | +260,461+76.2% | Added |
| Riverbridge Partners LLC | 600,776 | $252.8M | 3.08% | −24,977−4.0% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 598,927 | $252.0M | 11.29% | −15,678−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 597,259 | $251.3M | 3.68% | −113,266−15.9% | Reduced |
| Great Lakes Advisors, LLC | 596,106 | $250.8M | 2.13% | +52,980+9.8% | Added |
| Qube Research & Technologies Ltd | 596,076 | $250.8M | 0.45% | −783,476−56.8% | Reduced |
| Congress Asset Management Co | 592,741 | $249.4M | 1.78% | −8,559−1.4% | Reduced |
| Samlyn Capital, LLC | 591,399 | $248.8M | 4.32% | +212,633+56.1% | Added |
| Capitolis Liquid Global Markets LLC | 589,200 | $247.9M | 3.98% | +321,200+119.9% | Added |
| Whittier Trust Co of Nevada Inc | 587,516 | $247.2M | 7.09% | +11,026+1.9% | Added |
| Bamco Inc | 586,917 | $246.9M | 0.66% | +46,915+8.7% | Added |
| Umb Bank N A | 581,348 | $244.6M | 3.87% | −14,802−2.5% | Reduced |
| Bridgewater Associates, LP | 579,525 | $243.8M | 1.23% | +381,793+193.1% | Added |
| Tocqueville Asset Management L.P. | 575,531 | $242.1M | 3.96% | −2,696−0.5% | Reduced |
| Private Advisor Group, LLC | 575,190 | $242.0M | 1.74% | −1,043−0.2% | Reduced |
| Gabelli Funds LLC | 573,841 | $241.4M | 1.78% | −5,150−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 569,950 | $239.8M | 5.44% | −20,792−3.5% | Reduced |
| Milestone Resources Group Ltd | 568,973 | $239.4M | 8.42% | −360.0% | Reduced |
| Quantinno Capital Management LP | 568,217 | $239.1M | 5.20% | +190,372+50.4% | Added |
| Maryland State Retirement & Pension System | 581,784 | $238.9M | 4.76% | +3,552+0.6% | Added |
| Pinnacle Financial Partners Inc | 567,882 | $238.9M | 5.17% | −5,921−1.0% | Reduced |
| Advisors Capital Management, LLC | 566,166 | $238.2M | 4.36% | +53,080+10.3% | Added |
| Kentucky Retirement Systems | 564,289 | $237.4M | 7.09% | −30,371−5.1% | Reduced |
| Silvant Capital Management LLC | 563,666 | $237.1M | 11.32% | +4,392+0.8% | Added |
| NewEdge Wealth, LLC | 592,008 | $235.5M | 5.28% | +64,968+12.3% | Added |
| Westwood Holdings Group Inc. | 540,969 | $227.6M | 1.78% | −72,412−11.8% | Reduced |
| SpiderRock Advisors, LLC | 538,251 | $224.6M | 7.28% | +538,251 | New |
| APG Asset Management US Inc. | 528,027 | $224.2M | 1.30% | +174,649+49.4% | Added |
| Adams Diversified Equity Fund, Inc. | 531,800 | $223.7M | 7.94% | 00.0% | Unchanged |
| Agf Management Ltd | 536,354 | $223.0M | 1.24% | −27,907−4.9% | Reduced |
| South Dakota Investment Council | 529,602 | $222.8M | 4.63% | +1550.0% | Added |
| Argent Capital Management LLC | 527,196 | $221.8M | 6.46% | −2,832−0.5% | Reduced |
| Voloridge Investment Management, LLC | 526,425 | $221.5M | 0.81% | −240,813−31.4% | Reduced |
| Munro Partners | 525,493 | $221.1M | 7.93% | +111,430+26.9% | Added |
| NS Partners Ltd | 524,404 | $220.6M | 10.16% | −1,789−0.3% | Reduced |
| Kensico Capital Management Corp | 522,500 | $219.8M | 7.23% | −4,200−0.8% | Reduced |
| First Financial Bankshares Inc | 522,450 | $219.8M | 4.95% | −39,003−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 522,442 | $219.8M | 2.74% | +4,437+0.9% | Added |
| Capital Counsel LLC | 518,549 | $218.2M | 10.02% | −891−0.2% | Reduced |
| AE Wealth Management LLC | 518,215 | $218.0M | 2.46% | −607,433−54.0% | Reduced |