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 |
|---|---|---|---|---|---|
| Ironvine Capital Partners, LLC | 208,199 | $87.6M | 9.61% | −1,857−0.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 207,696 | $87.4M | 5.28% | −31,959−13.3% | Reduced |
| Campbell Newman Asset Management Inc | 207,614 | $87.3M | 7.08% | −4,362−2.1% | Reduced |
| Community Trust & Investment Co | 207,448 | $87.3M | 6.14% | −2,691−1.3% | Reduced |
| Symmetry Investments LP | 207,426 | $87.3M | 9.13% | +139,721+206.4% | Added |
| WT Asset Management Ltd | 207,228 | $87.2M | 8.78% | +207,228 | New |
| Talbot Financial, LLC | 206,954 | $87.1M | 11.65% | +2,196+1.1% | Added |
| Trust Co of Vermont | 206,292 | $86.8M | 4.83% | +27,318+15.3% | Added |
| Kinneret Advisory, LLC | 206,270 | $86.8M | 8.68% | −643−0.3% | Reduced |
| Davidson Investment Advisors | 206,066 | $86.7M | 4.50% | +1,609+0.8% | Added |
| General American Investors Co Inc | 205,000 | $86.2M | 6.40% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 204,793 | $86.2M | 4.86% | +5,387+2.7% | Added |
| Kingsview Wealth Management, LLC | 204,109 | $85.9M | 2.15% | +9,465+4.9% | Added |
| Wedge Capital Management L L P | 203,868 | $85.8M | 1.39% | +192,048+1,624.8% | Added |
| Siemens Fonds Invest GmbH | 203,820 | $85.8M | 6.61% | −1,967−1.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 202,765 | $85.3M | 4.70% | −6,756−3.2% | Reduced |
| LMCG Investments, LLC | 202,732 | $85.3M | 5.02% | −5,505−2.6% | Reduced |
| Welch Group, LLC | 202,580 | $85.2M | 4.23% | −16,276−7.4% | Reduced |
| Bowie Capital Management, LLC | 202,182 | $85.1M | 6.99% | +41,343+25.7% | Added |
| NBT Bank N A | 201,225 | $84.7M | 6.20% | −4,013−2.0% | Reduced |
| Liontrust Investment Partners LLP | 200,908 | $84.5M | 1.18% | −25,887−11.4% | Reduced |
| Logan Capital Management Inc | 200,669 | $84.4M | 3.61% | −670−0.3% | Reduced |
| GFI Investment Counsel Ltd. | 200,609 | $84.4M | 10.69% | −12,099−5.7% | Reduced |
| Alberta Investment Management Corp | 200,350 | $84.3M | 0.85% | +27,580+16.0% | Added |
| Paralel Advisors LLC | 200,000 | $84.1M | 3.86% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 199,715 | $84.0M | 22.46% | −5,914−2.9% | Reduced |
| Meeder Asset Management Inc | 199,384 | $83.9M | 5.30% | −71,559−26.4% | Reduced |
| ZWJ Investment Counsel Inc | 199,067 | $83.8M | 3.81% | −5,453−2.7% | Reduced |
| First American Bank | 198,802 | $83.6M | 6.32% | +3,867+2.0% | Added |
| Merit Financial Group, LLC | 205,663 | $83.6M | 1.99% | +88,376+75.4% | Added |
| Smith, Salley & Associates | 196,883 | $82.8M | 6.43% | −75,277−27.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 196,407 | $82.6M | 0.87% | −8,724−4.3% | Reduced |
| South State Corp. | 196,121 | $82.5M | 6.43% | +685+0.4% | Added |
| Howard Capital Management Group, LLC | 196,118 | $82.5M | 6.36% | +158+0.1% | Added |
| FineMark National Bank & Trust | 195,326 | $82.2M | 3.05% | −4,327−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 194,384 | $81.8M | 2.32% | +8,742+4.7% | Added |
| Moody Lynn & Lieberson, LLC | 194,353 | $81.8M | 5.50% | +527+0.3% | Added |
| Bard Financial Services, Inc. | 194,133 | $81.7M | 8.68% | −2,700−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 193,765 | $81.4M | 6.88% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 193,360 | $81.4M | 5.48% | −8,399−4.2% | Reduced |
| SCS Capital Management LLC | 193,383 | $81.4M | 1.73% | −948−0.5% | Reduced |
| Cullinan Associates Inc | 193,110 | $81.2M | 4.56% | −87,338−31.1% | Reduced |
| Spear Holdings RSC Ltd | 193,100 | $81.2M | 14.12% | +193,100 | New |
| Cookson Peirce & Co Inc | 192,605 | $81.0M | 4.33% | −1,627−0.8% | Reduced |
| Gotham Asset Management, LLC | 192,576 | $81.0M | 1.22% | +2,996+1.6% | Added |
| Jump Financial, LLC | 192,452 | $81.0M | 2.21% | +138,200+254.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 192,316 | $80.9M | 4.03% | −816−0.4% | Reduced |
| Meritage Portfolio Management | 191,995 | $80.8M | 5.14% | −25,154−11.6% | Reduced |
| Sienna Gestion | 190,974 | $80.3M | 7.35% | +190,974 | New |
| Cary Street Partner Investment Advisory LLC | 190,215 | $80.0M | 3.38% | +1,533+0.8% | Added |
| Two Sigma Securities, LLC | 190,042 | $80.0M | 3.89% | −11,453−5.7% | Reduced |
| Veriti Management LLC | 189,809 | $79.9M | 5.94% | +27,415+16.9% | Added |
| Valeo Financial Advisors, LLC | 225,456 | $79.7M | 2.86% | +6,241+2.8% | Added |
| WSFS Capital Management, LLC | 189,186 | $79.6M | 4.52% | +435+0.2% | Added |
| Caxton Associates LP | 189,144 | $79.6M | 5.41% | −196,720−51.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 188,807 | $79.4M | 6.12% | −4,333−2.2% | Reduced |
| Harvest Fund Management Co., Ltd | 188,789 | $79.3M | 7.12% | +74,825+65.7% | Added |
| Sculptor Capital LP | 188,334 | $79.2M | 1.74% | −221,200−54.0% | Reduced |
| Baldwin Brothers Inc | 187,831 | $79.0M | 5.95% | −6,787−3.5% | Reduced |
| Cumberland Partners Ltd | 187,246 | $78.8M | 5.73% | +12,545+7.2% | Added |
| MMBG Investment Advisors Co. | 186,876 | $78.6M | 8.29% | −2,130−1.1% | Reduced |
| Asset Advisors Investment Management, LLC | 186,671 | $78.5M | 8.80% | −1,209−0.6% | Reduced |
| Henshaw Capital LLC | 186,543 | $78.5M | 3.67% | +725+0.4% | Added |
| Longbow Finance SA | 186,395 | $78.4M | 7.93% | +1,202+0.6% | Added |
| Van Hulzen Asset Management, LLC | 186,132 | $78.3M | 5.20% | −1,565−0.8% | Reduced |
| E Fund Management Co., Ltd. | 186,006 | $78.3M | 4.85% | +30,660+19.7% | Added |
| Pacific Sage Partners, LLC | 185,712 | $78.1M | 20.23% | −5,237−2.7% | Reduced |
| Torno Capital, LLC | 185,000 | $77.8M | 16.73% | +185,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 183,831 | $77.3M | 1.50% | −18,373−9.1% | Reduced |
| LVM Capital Management Ltd | 183,817 | $77.3M | 9.14% | −458−0.2% | Reduced |
| Ulysses Management LLC | 183,700 | $77.3M | 16.73% | −26,600−12.6% | Reduced |
| Tandem Investment Advisors, Inc. | 183,582 | $77.2M | 2.99% | −1,840−1.0% | Reduced |
| Natixis Investment Managers International | 183,205 | $77.1M | 5.25% | −14,936−7.5% | Reduced |
| Violich Capital Management, Inc. | 183,111 | $77.0M | 11.02% | +5,380+3.0% | Added |
| Reynders McVeigh Capital Management, LLC | 182,996 | $77.0M | 4.43% | −1,542−0.8% | Reduced |
| Suncoast Equity Management | 182,975 | $77.0M | 9.03% | +5,274+3.0% | Added |
| Prime Capital Management Co Ltd | 182,463 | $76.8M | 12.33% | 00.0% | Unchanged |
| Trajan Wealth LLC | 182,169 | $76.6M | 5.19% | +182,169 | New |
| Taurus Asset Management, LLC | 181,885 | $76.5M | 7.75% | −7,278−3.8% | Reduced |
| Estabrook Capital Management | 181,596 | $76.4M | 11.80% | −8,886−4.7% | Reduced |
| Sabal Trust CO | 181,343 | $76.3M | 4.43% | +1,388+0.8% | Added |
| Group One Trading, L.P. | 181,225 | $76.2M | 2.71% | +74,708+70.1% | Added |
| Picton Mahoney Asset Management | 180,423 | $75.9M | 3.19% | +17,716+10.9% | Added |
| Atreides Management, LP | 180,225 | $75.8M | 2.27% | +34,576+23.7% | Added |
| Diversified Trust Co | 179,724 | $75.6M | 2.28% | +7,418+4.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 179,257 | $75.4M | 2.34% | +12,952+7.8% | Added |
| Gradient Investments LLC | 179,043 | $75.3M | 1.75% | +16,356+10.1% | Added |
| JBF Capital, Inc. | 179,000 | $75.3M | 12.31% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 178,739 | $75.2M | 2.86% | −9,321−5.0% | Reduced |
| Thomasville National Bank | 178,576 | $75.1M | 6.18% | −584−0.3% | Reduced |
| Oakmont Corp | 178,510 | $75.1M | 18.38% | −12,237−6.4% | Reduced |
| Nellore Capital Management LLC | 178,500 | $75.1M | 11.60% | −29,000−14.0% | Reduced |
| Nomura Holdings Inc | 178,378 | $75.0M | 0.61% | +114,506+179.3% | Added |
| Neville Rodie & Shaw Inc | 177,955 | $74.9M | 5.72% | +415+0.2% | Added |
| Dundas Partners LLP | 177,908 | $74.8M | 5.89% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $74.8M | 0.79% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 177,361 | $74.6M | 6.58% | −303−0.2% | Reduced |
| Capital Investment Advisors, LLC | 177,302 | $74.6M | 1.74% | +3,412+2.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 177,283 | $74.6M | 5.25% | +100,506+130.9% | Added |
| Cidel Asset Management Inc | 176,464 | $74.2M | 5.64% | −2,175−1.2% | Reduced |