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; 6,247 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, Q4 2023
Institutional positions in Microsoft Corp as of Dec 31, 2023. 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
- 5,216
- +448 vs. Q3 2023
- Shares held
- 5.31B
- +57.2M (+1.1%) vs. Q3 2023
- Total value
- $1.99T
- +$333.5B (+20.1%) vs. Q3 2023
- New holders
- 548
- 2,011 more added
- Sold out
- 100
- 2,353 more reduced
93 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 6,247 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $3.76K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 10 | $3.88K | 0.00% | +10 | New |
| Ranger Investment Management, L.P. | 21 | $7.90K | 0.00% | +21 | New |
| Longfellow Investment Management Co LLC | 45 | $16.9K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 52 | $19.3K | 0.00% | −25−32.5% | Reduced |
| Insight Financial Services | 65 | $24.7K | 0.03% | 00.0% | Unchanged |
| Avondale Wealth Management | 66 | $24.8K | 0.02% | −130−66.3% | Reduced |
| Quarry LP | 67 | $25.2K | 0.01% | +67 | New |
| Ibex Wealth Advisors | 71 | $26.8K | 5.83% | −69,305−99.9% | Reduced |
| Lion Point Capital, LP | 100 | $37.6K | 0.03% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 116 | $43.5K | 0.02% | −920−88.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 116 | $43.6K | 0.04% | +8+7.4% | Added |
| Friedenthal Financial | 119 | $44.7K | 0.03% | +119 | New |
| Bellevue Group AG | 122 | $45.9K | 0.00% | +122 | New |
| 4Thought Financial Group Inc. | 128 | $48.1K | 0.03% | +128 | New |
| MidAtlantic Capital Management, Inc. | 148 | $55.7K | 0.05% | +148 | New |
| McCarthy Grittinger Financial Group, LLC | 150 | $56.4K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 153 | $58.0K | 0.13% | +153 | New |
| Wells Financial Advisors INC | 170 | $63.9K | 0.05% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 184 | $69.2K | 0.06% | 00.0% | Unchanged |
| PayPay Securities Corp | 188 | $71.0K | 3.49% | +36+23.7% | Added |
| Gleason Group, Inc. | 200 | $75.2K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 215 | $80.8K | 0.02% | −35−14.0% | Reduced |
| Bare Financial Services, Inc | 217 | $81.6K | 0.16% | +217 | New |
| Iron Horse Wealth Management, LLC | 223 | $83.9K | 0.04% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 229 | $86.1K | 0.10% | +229 | New |
| EntryPoint Capital, LLC | 231 | $86.9K | 0.08% | +231 | New |
| Kathleen S. Wright Associates Inc. | 232 | $87.2K | 0.04% | +143+160.7% | Added |
| Team Financial Group, LLC | 237 | $89.3K | 0.06% | +32+15.6% | Added |
| Paloma Partners Management Co | 261 | $98.1K | 0.02% | +261 | New |
| Tfo-TDC, LLC | 284 | $106.8K | 0.02% | −1,606−85.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 288 | $108.3K | 0.01% | −3,312−92.0% | Reduced |
| Carolina Wealth Advisors, LLC | 306 | $115.1K | 0.06% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 344 | $129.4K | 0.10% | +42+13.9% | Added |
| Cordant, Inc. | 344 | $129.4K | 0.08% | +298+647.8% | Added |
| Family CFO Inc | 354 | $133.1K | 0.09% | −5−1.4% | Reduced |
| Bromfield Sneider Wealth Advisors | 354 | $133.1K | 0.09% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 389 | $146.3K | 0.14% | +389 | New |
| Stone House Investment Management, LLC | 403 | $151.7K | 0.05% | −242−37.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 411 | $154.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 414 | $155.7K | 0.08% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 424 | $157.0K | 0.10% | +94+28.5% | Added |
| Hussman Strategic Advisors, Inc. | 420 | $157.9K | 0.04% | −210−33.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 426 | $160.2K | 0.16% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 443 | $167.0K | 0.09% | +240+118.2% | Added |
| Grayhawk Investment Strategies Inc. | 472 | $177.5K | 0.09% | +157+49.8% | Added |
| Livelsberger Financial Advisory | 489 | $183.8K | 0.16% | +489 | New |
| Bay Harbor Wealth Management, LLC | 505 | $189.9K | 0.07% | +5+1.0% | Added |
| White Wing Wealth Management | 536 | $200.9K | 0.18% | +536 | New |
| Luminvest Wealth Management LLC | 500 | $201.3K | 0.13% | +500 | New |
| Spectrum Financial Alliance Ltd LLC | 537 | $201.9K | 0.08% | −90−14.4% | Reduced |
| swisspartners Advisors Ltd | 640 | $202.5K | 0.18% | 00.0% | Unchanged |
| Compass Financial Group, INC | 539 | $202.6K | 0.05% | +539 | New |
| Cobblestone Asset Management LLC | 540 | $203.1K | 0.15% | +540 | New |
| Anfield Capital Management, LLC | 545 | $205.0K | 0.11% | +545 | New |
| Jacobson & Schmitt Advisors, LLC | 547 | $205.7K | 0.05% | −204−27.2% | Reduced |
| Schulz Wealth, LTD. | 547 | $205.7K | 0.20% | +547 | New |
| Andina Capital Management, LLC | 548 | $206.1K | 0.18% | +548 | New |
| Windward Private Wealth Management Inc. | 552 | $207.6K | 0.09% | +552 | New |
| Ellsworth Advisors, LLC | 568 | $213.7K | 0.07% | +568 | New |
| Unconventional Investor, LLC | 571 | $214.6K | 0.17% | +571 | New |
| Share Andrew L. | 575 | $216.2K | 0.11% | +575 | New |
| Schiavi & Co LLC | 581 | $218.5K | 0.09% | +581 | New |
| Convergence Financial, LLC | 582 | $218.8K | 0.10% | +582 | New |
| Cornerstone Wealth Advisors, Inc. | 583 | $219.2K | 0.07% | +583 | New |
| Fischer Investment Strategies, LLC | 583 | $219.2K | 0.17% | −91−13.5% | Reduced |
| Investments & Financial Planning, LLC | 585 | $220.1K | 0.16% | +585 | New |
| Financial Alternatives, Inc | 589 | $221.5K | 0.19% | −603−50.6% | Reduced |
| Your Advocates Ltd., LLP | 592 | $222.6K | 0.09% | 00.0% | Unchanged |
| Private Wealth Advisors | 600 | $225.5K | 0.10% | +600 | New |
| BlueCrest Capital Management Ltd | 600 | $225.6K | 0.04% | −96,109−99.4% | Reduced |
| Crane Advisory, LLC | 614 | $225.8K | 0.05% | +614 | New |
| Greytown Advisors Inc. | 613 | $230.5K | 0.13% | +613 | New |
| Starfox Financial Services, LLC | 613 | $230.6K | 0.21% | +32+5.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 615 | $231.3K | 0.14% | −161−20.7% | Reduced |
| Ameraudi Asset Management, Inc. | 618 | $232.4K | 0.10% | +618 | New |
| Beck Bode, LLC | 618 | $232.4K | 0.05% | +618 | New |
| Vista Finance, LLC | 618 | $232.5K | 0.50% | +618 | New |
| Stewardship Advisors, LLC | 619 | $232.8K | 0.08% | −64−9.4% | Reduced |
| Machina Capital S.A.S. | 621 | $233.5K | 0.15% | −345−35.7% | Reduced |
| Flagship Private Wealth, LLC | 622 | $233.9K | 0.18% | −46−6.9% | Reduced |
| BCM Advisors, LLC | 574 | $234.5K | 0.06% | 00.0% | Unchanged |
| Ceera Investments, LLC | 629 | $236.4K | 0.11% | +629 | New |
| Cornerstone Management, Inc. | 630 | $236.9K | 0.06% | −28−4.3% | Reduced |
| Sage Financial Group Inc | 632 | $237.7K | 0.02% | −250−28.3% | Reduced |
| Perritt Capital Management Inc | 635 | $239.1K | 0.13% | −302−32.2% | Reduced |
| Letko, Brosseau & Associates Inc | 638 | $239.9K | 0.00% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 604 | $240.1K | 0.04% | +604 | New |
| Ariston Services Group | 641 | $241.0K | 0.23% | +641 | New |
| McNamara Financial Services, Inc. | 643 | $241.8K | 0.05% | −120−15.7% | Reduced |
| Vawter Financial, Ltd. | 646 | $242.9K | 0.19% | +646 | New |
| Chartist Inc | 648 | $243.8K | 0.16% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 650 | $244.4K | 0.04% | −50−7.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 650 | $244.4K | 0.09% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 651 | $244.8K | 0.13% | +651 | New |
| LPF Advisors LLC | 656 | $246.7K | 0.26% | +656 | New |
| Fusion Family Wealth LLC | 657 | $247.1K | 0.03% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 666 | $251.0K | 0.13% | −1,393−67.7% | Reduced |
| Stonehearth Capital Management, LLC | 669 | $251.6K | 0.12% | +669 | New |
| Legacy Financial Group LLC | 671 | $252.0K | 1.14% | −7,981−92.2% | Reduced |