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
- 5,241
- +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
- 2,240 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 257,285 | $108.2M | 2.58% | +251,688+4,496.8% | Added |
| Northeast Investment Management | 257,268 | $108.2M | 5.32% | −574−0.2% | Reduced |
| Central Trust Co | 257,026 | $108.1M | 2.69% | −5,144−2.0% | Reduced |
| Vinva Investment Management Ltd | 254,735 | $107.2M | 6.16% | +16,633+7.0% | Added |
| Himension Fund | 254,189 | $106.9M | 8.02% | −30,830−10.8% | Reduced |
| Citizens Financial Group Inc | 253,903 | $106.8M | 3.57% | +1,354+0.5% | Added |
| Caledonia Investments PLC | 253,317 | $106.4M | 13.74% | −9,300−3.5% | Reduced |
| Advisory Services Network, LLC | 252,059 | $106.0M | 2.35% | +18,485+7.9% | Added |
| Systematic Alpha Investments, LLC | 251,402 | $105.8M | 4.24% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 280,696 | $105.6M | 7.65% | −750−0.3% | Reduced |
| LMR Partners LLP | 250,805 | $105.5M | 2.70% | +144,440+135.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 250,199 | $105.3M | 1.91% | −2,363−0.9% | Reduced |
| Alpha Cubed Investments, LLC | 250,156 | $105.2M | 5.50% | −8,091−3.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 249,814 | $105.1M | 3.58% | −14,214−5.4% | Reduced |
| Westpac Banking Corp | 249,561 | $105.0M | 8.00% | −4,140−1.6% | Reduced |
| Osterweis Capital Management Inc | 249,257 | $104.9M | 6.16% | −23,344−8.6% | Reduced |
| Maple Capital Management, Inc. | 249,102 | $104.8M | 9.53% | +2,284+0.9% | Added |
| Andra AP-fonden | 247,900 | $104.3M | 1.85% | +247,900 | New |
| Nwam LLC | 252,738 | $104.1M | 8.41% | −1,869−0.7% | Reduced |
| Grandfield & Dodd, LLC | 247,284 | $104.0M | 6.57% | −2,314−0.9% | Reduced |
| Sather Financial Group Inc | 247,281 | $104.0M | 7.47% | −808−0.3% | Reduced |
| Wetherby Asset Management Inc | 246,007 | $103.5M | 4.94% | −2,623−1.1% | Reduced |
| Bowen Hanes & Co Inc | 245,766 | $103.4M | 2.95% | −4,261−1.7% | Reduced |
| Cooperman Leon G | 245,705 | $103.4M | 4.31% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 245,320 | $103.2M | 8.96% | −66,028−21.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 245,210 | $103.2M | 7.09% | −19,571−7.4% | Reduced |
| Stack Financial Management, Inc | 243,505 | $102.4M | 9.40% | −1,549−0.6% | Reduced |
| Avalon Trust Co | 242,760 | $102.1M | 8.38% | +5,770+2.4% | Added |
| Klingenstein Fields & Co LP | 242,475 | $102.0M | 4.24% | −6,011−2.4% | Reduced |
| RE Advisers Corp | 242,287 | $102.0M | 2.39% | −35,400−12.7% | Reduced |
| Roffman Miller Associates Inc | 241,390 | $101.6M | 6.79% | −7,446−3.0% | Reduced |
| Rockland Trust Co | 240,997 | $101.4M | 5.34% | −9,026−3.6% | Reduced |
| GuoLine Advisory Pte Ltd | 240,900 | $101.4M | 12.36% | +11,800+5.2% | Added |
| Chesley Taft & Associates LLC | 240,796 | $101.3M | 5.18% | −1,531−0.6% | Reduced |
| Investment House LLC | 240,634 | $101.2M | 5.95% | +51,609+27.3% | Added |
| Soma Equity Partners LP | 240,293 | $101.1M | 5.92% | +75,634+45.9% | Added |
| Dana Investment Advisors, Inc. | 239,730 | $100.9M | 3.35% | −1,365−0.6% | Reduced |
| Bristol Gate Capital Partners Inc. | 239,453 | $100.7M | 4.73% | −905−0.4% | Reduced |
| GTS Securities LLC | 238,724 | $100.4M | 2.72% | −149,269−38.5% | Reduced |
| Ycg, LLC | 236,413 | $100.2M | 7.97% | −9,171−3.7% | Reduced |
| First National Trust Co | 238,249 | $100.2M | 4.07% | +1,488+0.6% | Added |
| Ancora Advisors, LLC | 237,780 | $100.0M | 2.29% | +999+0.4% | Added |
| Hardman Johnston Global Advisors LLC | 237,392 | $99.9M | 3.45% | −11,802−4.7% | Reduced |
| Evergreen Capital Management LLC | 236,025 | $99.3M | 3.75% | −4,815−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 235,782 | $99.2M | 2.59% | +531+0.2% | Added |
| Wedbush Securities Inc | 235,060 | $98.9M | 3.69% | +22,895+10.8% | Added |
| Oak Ridge Investments LLC | 234,111 | $98.5M | 9.94% | +9,109+4.0% | Added |
| Wesleyan Assurance Society | 234,050 | $98.3M | 8.71% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 232,309 | $97.7M | 47.68% | +1,036+0.4% | Added |
| Norris Perne & French LLP | 231,665 | $97.5M | 6.99% | −5,141−2.2% | Reduced |
| Apollon Wealth Management, LLC | 229,769 | $96.7M | 3.04% | +3,145+1.4% | Added |
| Edgemoor Investment Advisors, Inc. | 228,708 | $96.2M | 9.10% | −2,876−1.2% | Reduced |
| Triple Frond Partners LLC | 228,654 | $96.2M | 10.95% | 00.0% | Unchanged |
| Savant Capital, LLC | 228,588 | $96.2M | 1.10% | −6,410−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 228,369 | $96.1M | 2.04% | +14,027+6.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 228,127 | $96.0M | 2.26% | +45,547+24.9% | Added |
| Mutual Advisors, LLC | 227,931 | $95.9M | 3.08% | +10,409+4.8% | Added |
| Baker Avenue Asset Management, LP | 227,828 | $95.9M | 3.78% | +27,207+13.6% | Added |
| Bleakley Financial Group, LLC | 227,691 | $95.8M | 2.77% | +11,461+5.3% | Added |
| Vestor Capital, LLC | 226,565 | $95.3M | 8.05% | +4,067+1.8% | Added |
| Snowden Capital Advisors LLC | 226,349 | $95.2M | 2.97% | +24,959+12.4% | Added |
| Franklin Street Advisors Inc | 225,484 | $94.9M | 7.02% | −1,401−0.6% | Reduced |
| Motley Fool Asset Management LLC | 224,574 | $94.5M | 6.11% | +16,807+8.1% | Added |
| Ingalls & Snyder LLC | 224,252 | $94.3M | 4.19% | −3,924−1.7% | Reduced |
| Baader Bank INC | 224,246 | $94.3M | 7.70% | −28,348−11.2% | Reduced |
| Vestcor Inc | 223,593 | $94.1M | 3.22% | −28,961−11.5% | Reduced |
| Waters Parkerson & Co., LLC | 223,039 | $93.8M | 4.82% | −3,098−1.4% | Reduced |
| Berkshire Asset Management LLC | 221,723 | $93.3M | 4.94% | −2,342−1.0% | Reduced |
| Smith Group Asset Management, LLC | 221,303 | $93.1M | 5.33% | −23,161−9.5% | Reduced |
| United Services Automobile Association | 221,184 | $93.1M | 2.29% | +773+0.4% | Added |
| London & Capital Asset Management Ltd | 220,893 | $92.9M | 7.10% | −31,809−12.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 220,159 | $92.6M | 3.65% | −5,939−2.6% | Reduced |
| Kinetic Partners Management, LP | 220,095 | $92.6M | 6.46% | −80,100−26.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 220,090 | $92.6M | 5.45% | +3,133+1.4% | Added |
| TRB Advisors LP | 220,000 | $92.6M | 19.99% | −100,000−31.3% | Reduced |
| Moors & Cabot, Inc. | 219,862 | $92.5M | 5.01% | +481+0.2% | Added |
| Resources Investment Advisors, LLC. | 219,508 | $92.4M | 1.45% | +4,994+2.3% | Added |
| Washington Trust Co | 219,431 | $92.3M | 3.39% | −1,003−0.5% | Reduced |
| First Citizens Bank & Trust Co | 219,068 | $92.2M | 1.77% | +66,907+44.0% | Added |
| National Asset Management, Inc. | 291,447 | $92.0M | 2.49% | +19,619+7.2% | Added |
| Junto Capital Management LP | 218,575 | $92.0M | 2.04% | +143,899+192.7% | Added |
| Blue Whale Capital LLP | 218,264 | $91.8M | 9.69% | −43,750−16.7% | Reduced |
| Mill Capital Management, LLC | 217,131 | $91.4M | 7.63% | −12,685−5.5% | Reduced |
| Dearborn Partners LLC | 216,251 | $91.0M | 3.91% | −36,252−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 215,919 | $90.8M | 3.12% | −3,162−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 215,603 | $90.7M | 3.39% | −8,027−3.6% | Reduced |
| Lincoln National Corp | 214,826 | $90.4M | 1.41% | +6,724+3.2% | Added |
| TPG GP A, LLC | 214,178 | $90.1M | 1.73% | −135,751−38.8% | Reduced |
| Sandy Spring Bank | 213,533 | $89.8M | 4.09% | −1,182−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 213,283 | $89.7M | 3.70% | +702+0.3% | Added |
| GAM Holding AG | 212,861 | $89.6M | 6.48% | −4,950−2.3% | Reduced |
| Kanawha Capital Management LLC | 212,434 | $89.4M | 7.15% | −5,788−2.7% | Reduced |
| Phoenix Holdings Ltd. | 212,334 | $89.3M | 1.23% | +70,122+49.3% | Added |
| Select Equity Group, L.P. | 211,520 | $89.0M | 0.32% | +76,018+56.1% | Added |
| Allworth Financial LP | 211,512 | $89.0M | 0.63% | +11,648+5.8% | Added |
| Styrax Capital, LP | 210,543 | $88.6M | 6.37% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 210,497 | $88.6M | 0.12% | +26,269+14.3% | Added |
| Park Avenue Securities LLC | 209,717 | $88.2M | 1.14% | +11,981+6.1% | Added |
| Venture Visionary Partners LLC | 209,649 | $88.2M | 4.19% | −107−0.1% | Reduced |
| Aureus Asset Management, LLC | 209,465 | $88.1M | 6.02% | −461−0.2% | Reduced |