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, 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
- 5,217
- +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
- 2,012 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 | 6,248 | $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, 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 |
|---|---|---|---|---|---|
| Guidance Point Advisors, LLC | 3,873 | $1.46M | 0.54% | +337+9.5% | Added |
| WESPAC Advisors, LLC | 3,882 | $1.46M | 1.01% | +316+8.9% | Added |
| Koss-Olinger Consulting, LLC | 3,899 | $1.47M | 0.14% | −432−10.0% | Reduced |
| Napatree Capital LLC | 3,903 | $1.47M | 1.47% | +3,903 | New |
| Planned Solutions, Inc. | 3,906 | $1.47M | 0.69% | +78+2.0% | Added |
| Green Alpha Advisors, LLC | 3,912 | $1.47M | 1.06% | 00.0% | Unchanged |
| Ratio Wealth Group | 3,915 | $1.47M | 0.32% | +158+4.2% | Added |
| McMorgan & Co LLC | 3,916 | $1.47M | 0.24% | −20−0.5% | Reduced |
| Systematic Financial Management LP | 3,920 | $1.47M | 0.04% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 3,927 | $1.48M | 0.88% | −125−3.1% | Reduced |
| Options Solutions, LLC | 3,928 | $1.48M | 1.57% | −717−15.4% | Reduced |
| Family Wealth Group, LLC | 3,928 | $1.48M | 1.83% | +3,928 | New |
| Windham Capital Management, LLC | 3,930 | $1.48M | 0.54% | +5+0.1% | Added |
| Portfolio Strategies, Inc. | 3,931 | $1.48M | 0.25% | +565+16.8% | Added |
| Warwick Investment Management, Inc. | 3,934 | $1.48M | 0.44% | +1,772+82.0% | Added |
| Halter Ferguson Financial Inc. | 3,941 | $1.48M | 0.95% | +3,941 | New |
| Brevan Howard Capital Management LP | 3,943 | $1.48M | 0.15% | +3,021+327.7% | Added |
| Castlekeep Investment Advisors LLC | 3,949 | $1.48M | 1.05% | +3,949 | New |
| Motive Wealth Advisors | 3,952 | $1.49M | 1.71% | −1,094−21.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,956 | $1.49M | 1.23% | +193+5.1% | Added |
| Clear Investment Research, LLC | 3,964 | $1.49M | 2.10% | +354+9.8% | Added |
| Selective Wealth Management, Inc. | 4,054 | $1.49M | 0.75% | −34−0.8% | Reduced |
| Heritage Investment Group, Inc. | 3,968 | $1.49M | 0.33% | +54+1.4% | Added |
| Hart & Patterson Financial Group LLC | 3,969 | $1.49M | 0.78% | +3,969 | New |
| Catalyst Private Wealth, LLC | 3,972 | $1.49M | 0.70% | +360+10.0% | Added |
| Riverstone Advisors, LLC | 3,982 | $1.50M | 0.97% | +609+18.1% | Added |
| Columbia Advisory Partners LLC | 3,986 | $1.50M | 1.54% | +218+5.8% | Added |
| Crumly & Associates Inc. | 3,990 | $1.50M | 0.44% | +198+5.2% | Added |
| Kelly Financial Services LLC | 3,994 | $1.50M | 0.61% | −143−3.5% | Reduced |
| Idaho Trust Bank | 3,999 | $1.50M | 0.87% | +325+8.8% | Added |
| First Wilshire Securities Management Inc | 4,000 | $1.50M | 0.49% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 4,003 | $1.51M | 0.99% | +182+4.8% | Added |
| Sentinel Pension Advisors Inc | 4,004 | $1.51M | 0.36% | +67+1.7% | Added |
| Georgetown University | 4,018 | $1.51M | 0.52% | +8+0.2% | Added |
| Elmwood Wealth Management, Inc. | 4,020 | $1.51M | 1.06% | −3,062−43.2% | Reduced |
| Fonville Wealth Management LLC | 4,021 | $1.51M | 0.80% | +4,021 | New |
| New Vernon Investment Management LLC | 4,042 | $1.52M | 1.75% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,050 | $1.52M | 1.75% | −1,081−21.1% | Reduced |
| Eclectic Associates Inc | 4,050 | $1.52M | 0.73% | +57+1.4% | Added |
| Up Strategic Wealth Investment Advisors LLC | 4,065 | $1.53M | 2.79% | +4,065 | New |
| Saxony Capital Management, LLC | 4,068 | $1.53M | 2.03% | +4,068 | New |
| Corrigan Financial, Inc. | 4,072 | $1.53M | 0.46% | +4,072 | New |
| MA Private Wealth | 4,088 | $1.54M | 0.33% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 4,110 | $1.55M | 1.28% | −524−11.3% | Reduced |
| Phillips Financial Management, LLC | 4,114 | $1.55M | 0.13% | +778+23.3% | Added |
| Napa Wealth Management | 4,115 | $1.55M | 0.84% | +4,115 | New |
| Powell Investment Advisors, LLC | 4,123 | $1.55M | 0.86% | +56+1.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,132 | $1.55M | 0.47% | +400+10.7% | Added |
| Pasadena Private Wealth, LLC | 4,134 | $1.55M | 0.38% | +138+3.5% | Added |
| Encompass More Asset Management | 4,138 | $1.56M | 1.75% | +4,138 | New |
| Milestone Asset Management, LLC | 4,139 | $1.56M | 0.51% | +268+6.9% | Added |
| Single Point Partners, LLC | 4,141 | $1.56M | 0.39% | −255−5.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 4,020 | $1.56M | 1.20% | +619+18.2% | Added |
| Pacific Center for Financial Services | 4,165 | $1.57M | 0.49% | −76−1.8% | Reduced |
| Endowment Wealth Management, Inc. | 4,167 | $1.57M | 1.30% | +1,646+65.3% | Added |
| Yarger Wealth Strategies, LLC | 4,169 | $1.57M | 1.26% | +457+12.3% | Added |
| RMR Capital Management, LLC | 4,171 | $1.57M | 1.80% | +4,171 | New |
| Foundation Wealth Management, LLC | 4,171 | $1.57M | 1.40% | −389−8.5% | Reduced |
| Red Tortoise LLC | 4,180 | $1.57M | 0.89% | +10.0% | Added |
| HFG Advisors, Inc. | 4,181 | $1.57M | 1.51% | −12−0.3% | Reduced |
| Santori & Peters | 4,189 | $1.58M | 0.75% | +10.0% | Added |
| Dougherty Wealth Advisers LLC | 4,203 | $1.58M | 1.45% | −67−1.6% | Reduced |
| Heritage Wealth Management, Inc. | 4,211 | $1.58M | 1.71% | +4,211 | New |
| Phocas Financial Corp. | 4,215 | $1.59M | 0.21% | −7,824−65.0% | Reduced |
| Slocum, Gordon & Co LLP | 4,022 | $1.59M | 1.39% | +108+2.8% | Added |
| Francis Financial, Inc. | 4,226 | $1.59M | 0.68% | +619+17.2% | Added |
| MN Wealth Advisors, LLC | 4,231 | $1.59M | 1.10% | +4,231 | New |
| Joule Financial, LLC | 4,233 | $1.59M | 0.74% | +4,233 | New |
| Ulland Investment Advisors, LLC | 4,236 | $1.59M | 1.61% | +1,924+83.2% | Added |
| Innova Wealth Partners | 4,239 | $1.59M | 1.37% | +25+0.6% | Added |
| Avenue 1 Advisors, LLC | 4,239 | $1.59M | 0.71% | −82−1.9% | Reduced |
| Alpine Global Management, LLC | 4,262 | $1.60M | 0.44% | +4,262 | New |
| Black Diamond Financial, LLC | 4,263 | $1.60M | 0.43% | +124+3.0% | Added |
| Gridiron Partners, LLC | 4,265 | $1.60M | 1.13% | +4,265 | New |
| OMNI 360 Wealth, Inc. | 4,272 | $1.61M | 1.50% | +4,272 | New |
| Doliver Advisors, LP | 4,285 | $1.61M | 0.49% | −191−4.3% | Reduced |
| Bell Investment Advisors, Inc | 4,285 | $1.61M | 0.33% | +249+6.2% | Added |
| Curtis Advisory Group, LLC | 4,286 | $1.61M | 0.74% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,295 | $1.62M | 0.68% | −725−14.4% | Reduced |
| Michael S. Ryan, Inc. | 4,297 | $1.62M | 1.34% | +52+1.2% | Added |
| Kearns & Associates LLC | 4,300 | $1.62M | 1.38% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4,301 | $1.62M | 1.09% | +4,077+1,820.1% | Added |
| American Financial Advisors, LLC | 4,307 | $1.62M | 0.24% | +19+0.4% | Added |
| Horst & Graben Wealth Management LLC | 4,320 | $1.62M | 0.36% | −17−0.4% | Reduced |
| ICONIQ Capital, LLC | 4,324 | $1.63M | 0.03% | −30−0.7% | Reduced |
| MGO Private Wealth, LLC | 4,336 | $1.63M | 1.12% | −9−0.2% | Reduced |
| Ferguson Shapiro LLC | 4,347 | $1.63M | 0.79% | +5+0.1% | Added |
| FSA Wealth Management LLC | 4,358 | $1.64M | 0.78% | +55+1.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,360 | $1.64M | 0.89% | +20.0% | Added |
| Rodgers & Associates, LTD | 4,374 | $1.64M | 0.22% | −188−4.1% | Reduced |
| Vista Investment Management | 4,375 | $1.65M | 0.76% | −33−0.7% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 4,381 | $1.65M | 2.33% | +20.0% | Added |
| Planning Center, Inc. | 4,383 | $1.65M | 0.38% | +145+3.4% | Added |
| Tacita Capital Inc | 4,392 | $1.65M | 1.22% | +96+2.2% | Added |
| Client First Investment Management LLC | 4,400 | $1.65M | 1.61% | +4,400 | New |
| Financial Network Wealth Advisors LLC | 4,409 | $1.66M | 1.77% | +4,409 | New |
| Blossom Wealth Management | 4,412 | $1.66M | 4.47% | +274+6.6% | Added |
| Hill Investment Group Partners, LLC | 4,414 | $1.66M | 0.24% | −1,511−25.5% | Reduced |
| Private Client Services, LLC | 4,416 | $1.66M | 1.36% | +4,416 | New |
| Cornerstone National Bank & Trust Co | 4,416 | $1.66M | 0.89% | −81−1.8% | Reduced |