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 |
|---|---|---|---|---|---|
| Cornerstone National Bank & Trust Co | 4,416 | $1.66M | 0.89% | −81−1.8% | Reduced |
| Great Waters Wealth Management | 4,481 | $1.66M | 0.29% | +11+0.2% | Added |
| Retirement Group, LLC | 4,422 | $1.66M | 0.67% | +51+1.2% | Added |
| CAP Partners, LLC | 4,428 | $1.67M | 1.65% | +4,428 | New |
| OxenFree Capital LLC | 4,432 | $1.67M | 1.71% | +4,432 | New |
| Bayshore Asset Management, LLC | 4,453 | $1.67M | 0.88% | 00.0% | Unchanged |
| Independent Family Office, LLC | 4,454 | $1.67M | 0.95% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 4,458 | $1.68M | 0.84% | −535−10.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 4,466 | $1.68M | 0.00% | +138+3.2% | Added |
| BlueChip Wealth Advisors LLC | 4,477 | $1.68M | 1.18% | +4,477 | New |
| Cowa, LLC | 4,485 | $1.69M | 1.05% | +324+7.8% | Added |
| Prescott Group Capital Management, L.L.C. | 4,500 | $1.69M | 0.30% | −1,500−25.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,500 | $1.69M | 0.25% | −74,499−94.3% | Reduced |
| Vertex Planning Partners, LLC | 4,512 | $1.70M | 0.50% | +841+22.9% | Added |
| Alliance Wealth Management Group | 4,516 | $1.70M | 0.53% | +4,516 | New |
| Pin Oak Investment Advisors Inc | 4,519 | $1.70M | 1.72% | +199+4.6% | Added |
| Keywise Capital Management (HK) Ltd | 4,550 | $1.71M | 0.28% | −83,200−94.8% | Reduced |
| Marotta Asset Management | 4,552 | $1.71M | 0.37% | −857−15.8% | Reduced |
| Paragon Wealth Strategies, LLC | 4,559 | $1.71M | 0.47% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,560 | $1.71M | 1.66% | +4,560 | New |
| Lansing Street Advisors | 4,562 | $1.72M | 0.90% | +4,562 | New |
| Wescott Financial Advisory Group, LLC | 4,574 | $1.72M | 0.24% | +3+0.1% | Added |
| RHS Financial, LLC | 4,584 | $1.72M | 1.09% | −263−5.4% | Reduced |
| Windsor Capital Management, LLC | 4,585 | $1.72M | 0.56% | −7−0.2% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,613 | $1.73M | 1.84% | +4,613 | New |
| Continuum Wealth Advisors, LLC | 4,616 | $1.74M | 1.13% | −20−0.4% | Reduced |
| Smart Portfolios, LLC | 4,190 | $1.74M | 2.04% | +4,190 | New |
| LGT Financial Advisors LLC | 4,638 | $1.74M | 2.13% | −584−11.2% | Reduced |
| Prairiewood Capital, LLC | 4,648 | $1.75M | 0.91% | +2,519+118.3% | Added |
| AlphaQ Advisors LLC | 4,651 | $1.75M | 1.21% | −2,295−33.0% | Reduced |
| BayBridge Capital Group, LLC | 4,503 | $1.75M | 1.62% | +4,503 | New |
| KFG Wealth Management, LLC | 4,661 | $1.75M | 0.80% | +1,502+47.5% | Added |
| Lansdowne Partners (UK) LLP | 4,662 | $1.75M | 0.13% | +4,662 | New |
| Diversified Portfolios, Inc. | 4,670 | $1.76M | 0.28% | −74−1.6% | Reduced |
| Wallace Advisory Group, LLC | 5,568 | $1.76M | 1.38% | −293−5.0% | Reduced |
| TrueWealth Financial Partners | 4,676 | $1.76M | 1.34% | −27−0.6% | Reduced |
| Financial Freedom, LLC | 4,677 | $1.76M | 1.12% | −92−1.9% | Reduced |
| Stephens Consulting, LLC | 4,678 | $1.76M | 0.60% | −67−1.4% | Reduced |
| Droms Strauss Advisors Inc | 4,702 | $1.77M | 0.69% | −647−12.1% | Reduced |
| Prospect Financial Services LLC | 4,703 | $1.77M | 1.78% | +4,703 | New |
| Capital Management Associates, Inc | 4,705 | $1.77M | 1.60% | +4,705 | New |
| Jackson Thornton Asset Management, LLC | 4,713 | $1.77M | 0.33% | +104+2.3% | Added |
| Armstrong, Fleming & Moore, Inc | 4,726 | $1.78M | 1.34% | −6−0.1% | Reduced |
| Strategic Investment Solutions, Inc. | 4,741 | $1.78M | 0.31% | −99,410−95.4% | Reduced |
| Essential Planning, LLC. | 4,741 | $1.78M | 0.90% | +160+3.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,744 | $1.78M | 0.97% | +8+0.2% | Added |
| Helen Stephens Group, LLC | 4,758 | $1.79M | 0.80% | −127−2.6% | Reduced |
| Legacy Financial Group, Inc. | 4,764 | $1.79M | 0.78% | −257−5.1% | Reduced |
| Cedrus LLC | 4,764 | $1.79M | 1.11% | −806−14.5% | Reduced |
| Meritas Wealth Management, LLC | 4,766 | $1.79M | 1.34% | +84+1.8% | Added |
| 49 Wealth Management, LLC | 4,770 | $1.79M | 0.46% | +4,770 | New |
| Cherrydale Wealth Management, LLC | 4,772 | $1.79M | 0.94% | +309+6.9% | Added |
| Profit Investment Management, LLC | 4,783 | $1.80M | 1.03% | −50−1.0% | Reduced |
| Flagstone Financial Management | 4,788 | $1.80M | 0.74% | +33+0.7% | Added |
| Cedar Mountain Advisors, LLC | 4,791 | $1.80M | 0.49% | −25−0.5% | Reduced |
| Engrave Wealth Partners LLC | 4,816 | $1.81M | 0.52% | −4−0.1% | Reduced |
| TLWM | 4,826 | $1.81M | 0.43% | +11+0.2% | Added |
| Crestone Asset Management LLC | 4,826 | $1.81M | 0.41% | +5+0.1% | Added |
| Valued Retirements, Inc. | 4,838 | $1.82M | 3.15% | +4,838 | New |
| North Point Portfolio Managers Corp | 4,844 | $1.82M | 0.33% | +447+10.2% | Added |
| Greenspring Advisors, LLC | 4,844 | $1.82M | 0.50% | −78−1.6% | Reduced |
| BCGM Wealth Management, LLC | 4,848 | $1.82M | 0.74% | +166+3.5% | Added |
| Kennedy Investment Group | 4,848 | $1.82M | 1.02% | +355+7.9% | Added |
| Blue Barn Wealth, LLC | 4,856 | $1.83M | 1.08% | +884+22.3% | Added |
| Allen Wealth Management, LLC | 4,867 | $1.83M | 1.79% | +4,867 | New |
| Petix & Botte Co | 4,868 | $1.83M | 0.54% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,882 | $1.84M | 0.49% | +131+2.8% | Added |
| 4J Wealth Management LLC | 4,887 | $1.84M | 1.68% | −263−5.1% | Reduced |
| Atwood & Palmer Inc | 4,888 | $1.84M | 0.15% | −250−4.9% | Reduced |
| Cunning Capital Partners, LP | 4,890 | $1.84M | 1.15% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,893 | $1.84M | 0.11% | +86+1.8% | Added |
| AJOVista, LLC | 4,900 | $1.84M | 2.33% | +4,900 | New |
| Rock Point Advisors, LLC | 4,905 | $1.84M | 0.56% | −200−3.9% | Reduced |
| RS Crum Inc. | 4,908 | $1.85M | 0.57% | +102+2.1% | Added |
| OneAscent Wealth Management LLC | 4,910 | $1.85M | 0.74% | +424+9.5% | Added |
| Wetzel Investment Advisors, Inc. | 4,917 | $1.85M | 1.14% | +4,917 | New |
| CJM Wealth Advisers, Ltd. | 4,927 | $1.85M | 0.82% | −47−0.9% | Reduced |
| Kaydan Wealth Management, Inc. | 4,937 | $1.86M | 0.75% | −48−1.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 4,945 | $1.86M | 1.09% | −284−5.4% | Reduced |
| Robinson Smith Wealth Advisors LLC | 4,948 | $1.86M | 1.83% | +4,948 | New |
| TriaGen Wealth Management LLC | 4,949 | $1.86M | 0.89% | −55−1.1% | Reduced |
| Millington Financial Advisors, LLC | 4,950 | $1.86M | 1.49% | −1,081−17.9% | Reduced |
| C M Bidwell & Associates Ltd | 4,957 | $1.86M | 1.38% | +9+0.2% | Added |
| Hardy Reed LLC | 4,963 | $1.87M | 0.25% | +623+14.4% | Added |
| Wealth Advisors of Iowa, LLC | 4,966 | $1.87M | 1.25% | −155−3.0% | Reduced |
| Seamount Financial Group Inc | 4,968 | $1.87M | 1.79% | +4,968 | New |
| Valtinson Bruner Financial Planning LLC | 4,968 | $1.87M | 0.96% | +98+2.0% | Added |
| Painted Porch Advisors LLC | 4,974 | $1.87M | 1.44% | +4,974 | New |
| Optimist Retirement Group LLC | 4,985 | $1.87M | 1.22% | +4,985 | New |
| Conrad Siegel Investment Advisors, Inc. | 4,990 | $1.88M | 0.85% | +373+8.1% | Added |
| Cedar Wealth Management, LLC | 4,999 | $1.88M | 0.68% | +411+9.0% | Added |
| Opus Investment Management Inc | 5,000 | $1.88M | 1.08% | 00.0% | Unchanged |
| Latash Investments, LLC | 5,000 | $1.88M | 1.35% | 00.0% | Unchanged |
| Gruss & Co., LLC | 5,000 | $1.88M | 14.55% | +2,500+100.0% | Added |
| Index Fund Advisors, Inc. | 5,006 | $1.88M | 0.11% | −633−11.2% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 5,006 | $1.88M | 0.80% | −682−12.0% | Reduced |
| Mainstay Capital Management LLC | 5,011 | $1.88M | 0.36% | +1,988+65.8% | Added |
| WMG Financial Advisors, LLC | 5,012 | $1.88M | 1.23% | −195−3.7% | Reduced |
| Holistic Financial Partners | 5,017 | $1.89M | 1.13% | +172+3.6% | Added |
| Wilkins Investment Counsel Inc | 5,025 | $1.89M | 0.46% | +2,276+82.8% | Added |