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 |
|---|---|---|---|---|---|
| Steadfast Capital Management LP | 356,100 | $149.8M | 3.41% | −56,094−13.6% | Reduced |
| James Hambro & Partners | 355,708 | $149.4M | 6.99% | −9,785−2.7% | Reduced |
| Marathon Asset Mgmt Ltd | 352,841 | $148.4M | 3.96% | −20,823−5.6% | Reduced |
| Norinchukin Bank, The | 352,374 | $148.3M | 4.44% | +20,065+6.0% | Added |
| Shell Asset Management Co | 329,312 | $147.2M | 6.70% | −40,498−11.0% | Reduced |
| TCTC Holdings, LLC | 346,147 | $145.6M | 4.84% | −398−0.1% | Reduced |
| Braun Stacey Associates Inc | 344,868 | $145.1M | 5.74% | −7,267−2.1% | Reduced |
| Formuepleje A/S | 344,703 | $145.0M | 8.20% | +18,308+5.6% | Added |
| BNP Paribas | 339,789 | $142.7M | 6.66% | +339,789 | New |
| Cornerstone Advisors, LLC | 339,100 | $142.7M | 5.91% | −48,100−12.4% | Reduced |
| InterOcean Capital Group, LLC | 335,097 | $141.0M | 3.37% | −40,289−10.7% | Reduced |
| Zevenbergen Capital Investments LLC | 334,201 | $140.6M | 2.99% | +11,460+3.6% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 333,542 | $140.3M | 2.13% | −309,000−48.1% | Reduced |
| Profund Advisors LLC | 332,715 | $140.0M | 5.45% | −13,298−3.8% | Reduced |
| Capital International Ltd | 330,730 | $139.1M | 6.66% | −99,007−23.0% | Reduced |
| Bristlecone Advisors, LLC | 328,914 | $138.4M | 12.17% | +1,039+0.3% | Added |
| Park National Corp | 328,782 | $138.3M | 5.33% | −22,848−6.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 328,746 | $138.3M | 14.72% | −2,411−0.7% | Reduced |
| Cohen Klingenstein LLC | 327,500 | $137.8M | 5.13% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 327,489 | $137.8M | 3.17% | −6,222−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 326,862 | $137.5M | 6.94% | +15,003+4.8% | Added |
| Allianz SE | 325,694 | $137.0M | 4.32% | +325,694 | New |
| Alyeska Investment Group, L.P. | 322,930 | $135.9M | 0.85% | +37,340+13.1% | Added |
| TOMS Capital Investment Management LP | 321,000 | $135.1M | 8.78% | −2,000−0.6% | Reduced |
| Howland Capital Management LLC | 320,385 | $134.8M | 6.51% | −5,955−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 320,363 | $134.8M | 2.23% | +27,497+9.4% | Added |
| KCM Investment Advisors LLC | 319,785 | $134.5M | 4.97% | −2,264−0.7% | Reduced |
| Wafra Inc. | 318,849 | $134.1M | 7.04% | −2,556−0.8% | Reduced |
| Old National Bancorp | 317,891 | $133.7M | 3.17% | −1,061−0.3% | Reduced |
| Hantz Financial Services, Inc. | 317,881 | $133.7M | 2.61% | −14,358−4.3% | Reduced |
| Cypress Funds LLC | 317,655 | $133.6M | 14.34% | −27,000−7.8% | Reduced |
| Elite Wealth Management, Inc. | 317,518 | $133.6M | 32.53% | −452−0.1% | Reduced |
| Vaughan David Investments LLC | 314,462 | $132.3M | 3.29% | −6,727−2.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 312,178 | $131.3M | 4.88% | −14,336−4.4% | Reduced |
| Independent Advisor Alliance | 311,975 | $131.3M | 4.74% | +1,398+0.5% | Added |
| Greenleaf Trust | 311,584 | $131.1M | 1.22% | −8,404−2.6% | Reduced |
| Choate Investment Advisors | 310,200 | $130.5M | 3.51% | +6,145+2.0% | Added |
| Clarius Group, LLC | 309,215 | $130.1M | 8.98% | +540+0.2% | Added |
| Hancock Whitney Corp | 308,841 | $129.9M | 4.49% | +3,607+1.2% | Added |
| Heritage Investors Management Corp | 307,024 | $129.2M | 4.56% | −4,992−1.6% | Reduced |
| Eastern Bank | 306,633 | $129.0M | 5.37% | −9,693−3.1% | Reduced |
| Stephens Inc | 304,324 | $128.0M | 1.99% | −10,771−3.4% | Reduced |
| HRT Financial LP | 303,701 | $127.8M | 0.79% | +35,393+13.2% | Added |
| HS Management Partners, LLC | 303,225 | $127.6M | 5.85% | +26,134+9.4% | Added |
| Mondrian Investment Partners LTD | 302,640 | $127.3M | 1.75% | −124,686−29.2% | Reduced |
| Chilton Capital Management LLC | 302,146 | $127.1M | 6.01% | +12,792+4.4% | Added |
| Bain Capital Public Equity Management II, LLC | 302,086 | $127.1M | 5.21% | +3,553+1.2% | Added |
| Miracle Mile Advisors, LLC | 301,857 | $127.0M | 3.20% | −3,406−1.1% | Reduced |
| Chartwell Investment Partners, LLC | 301,258 | $126.7M | 4.38% | +1,290+0.4% | Added |
| Wilkinson Global Asset Management LLC | 300,468 | $126.4M | 7.95% | −15,285−4.8% | Reduced |
| Metropolitan Life Insurance Co | 299,694 | $126.1M | 5.49% | −2,835−0.9% | Reduced |
| Fort Pitt Capital Group, LLC | 299,280 | $125.9M | 3.88% | −14,190−4.5% | Reduced |
| McDaniel Terry & Co | 297,569 | $125.2M | 11.13% | −5,363−1.8% | Reduced |
| Highland Capital Management, LLC | 296,911 | $124.9M | 7.18% | −2,254−0.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 295,775 | $124.4M | 8.46% | −8,276−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 295,057 | $124.1M | 2.82% | +21,736+8.0% | Added |
| Advisors Asset Management, Inc. | 290,793 | $122.3M | 2.35% | −10,060−3.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 289,555 | $121.8M | 4.41% | −8,633−2.9% | Reduced |
| Fortis Capital Management LLC | 288,654 | $121.4M | 31.85% | +444+0.2% | Added |
| Avantax Advisory Services, Inc. | 286,682 | $120.6M | 1.07% | +19,949+7.5% | Added |
| Wesbanco Bank Inc | 286,223 | $120.4M | 4.54% | +80,523+39.1% | Added |
| Ami Asset Management Corp | 285,082 | $119.9M | 6.13% | +7,272+2.6% | Added |
| Birch Hill Investment Advisors LLC | 284,317 | $119.6M | 5.82% | −7,000−2.4% | Reduced |
| Bollard Group LLC | 283,701 | $119.4M | 3.61% | +1,581+0.6% | Added |
| Bryn Mawr Trust Co | 283,376 | $119.2M | 4.57% | +283,376 | New |
| Kestra Private Wealth Services, LLC | 283,251 | $119.2M | 2.69% | +3,852+1.4% | Added |
| Empire Life Investments Inc. | 282,811 | $119.0M | 7.31% | −4,197−1.5% | Reduced |
| Walleye Trading LLC | 282,671 | $118.9M | 1.95% | −341,109−54.7% | Reduced |
| Banque Cantonale Vaudoise | 282,295 | $118.8M | 4.65% | +5,044+1.8% | Added |
| Cullen Capital Management LLC | 279,517 | $117.6M | 1.31% | +47,367+20.4% | Added |
| Private Wealth Partners, LLC | 277,646 | $116.8M | 9.34% | −10,544−3.7% | Reduced |
| Delta Global Management LP | 277,205 | $116.6M | 8.87% | +121,703+78.3% | Added |
| HB Wealth Management, LLC | 276,627 | $116.4M | 1.47% | +7,611+2.8% | Added |
| Hyman Charles D | 276,446 | $116.3M | 6.43% | −180−0.1% | Reduced |
| NEOS Investment Management LLC | 276,257 | $116.2M | 7.20% | +71,773+35.1% | Added |
| Daymark Wealth Partners, LLC | 370,356 | $115.9M | 6.24% | +1,286+0.3% | Added |
| Donaldson Capital Management, LLC | 275,414 | $115.9M | 4.82% | −28,042−9.2% | Reduced |
| Connectus Wealth, LLC | 428,145 | $115.9M | 3.17% | −333,049−43.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 273,895 | $115.2M | 3.59% | −2,030−0.7% | Reduced |
| Argent Trust Co | 272,101 | $114.5M | 5.15% | −2,112−0.8% | Reduced |
| Palestra Capital Management LLC | 269,942 | $113.6M | 4.36% | −48,238−15.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 269,284 | $113.3M | 1.81% | +88,453+48.9% | Added |
| Farmers & Merchants Investments Inc | 268,671 | $113.0M | 3.82% | +1,478+0.6% | Added |
| Aptus Capital Advisors, LLC | 267,356 | $112.5M | 2.41% | +31,819+13.5% | Added |
| Dakota Wealth Management | 266,540 | $112.1M | 2.80% | +27,521+11.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 264,643 | $111.3M | 4.74% | +9,605+3.8% | Added |
| RMB Capital Management, LLC | 264,534 | $111.3M | 2.55% | +40,771+18.2% | Added |
| Ziegler Capital Management, LLC | 263,705 | $110.9M | 4.24% | −21,300−7.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 263,492 | $110.9M | 1.39% | +10,047+4.0% | Added |
| Empirical Finance, LLC | 262,194 | $110.3M | 6.77% | +9,042+3.6% | Added |
| Integrated Wealth Concepts LLC | 260,854 | $109.8M | 1.59% | +15,744+6.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 260,146 | $109.7M | 6.96% | +145+0.1% | Added |
| Spire Wealth Management | 194,558 | $109.6M | 2.96% | −6,126−3.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 260,320 | $109.5M | 1.39% | +89,935+52.8% | Added |
| Voyager Global Management LP | 260,000 | $109.4M | 5.29% | +90,000+52.9% | Added |
| SurgoCap Partners LP | 259,553 | $109.2M | 5.86% | −194,705−42.9% | Reduced |
| Consulta Ltd | 259,500 | $109.2M | 7.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 259,079 | $109.0M | 3.32% | +77,909+43.0% | Added |
| Parthenon LLC | 258,828 | $108.9M | 13.81% | −3,847−1.5% | Reduced |
| Davis Selected Advisers | 258,645 | $108.8M | 0.61% | −74,831−22.4% | Reduced |