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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 5,039 | $1.89M | 1.51% | +7+0.1% | Added |
| MBM Wealth Consultants, LLC | 4,651 | $1.91M | 0.71% | +286+6.6% | Added |
| Wolf Group Capital Advisors | 5,605 | $1.91M | 0.91% | +52+0.9% | Added |
| Johnson & White Wealth Management, LLC | 5,092 | $1.92M | 1.59% | −51−1.0% | Reduced |
| Planning Alternatives Ltd | 5,095 | $1.92M | 0.34% | +54+1.1% | Added |
| Ironwood Investment Management LLC | 5,096 | $1.92M | 1.01% | +70+1.4% | Added |
| Lavaca Capital LLC | 5,103 | $1.92M | 1.17% | −20,205−79.8% | Reduced |
| Acorn Creek Capital LLC | 5,117 | $1.92M | 0.86% | +5,117 | New |
| Constant Guidance Financial LLC | 5,118 | $1.92M | 1.96% | +3,126+156.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,121 | $1.93M | 1.38% | −229−4.3% | Reduced |
| Arlington Financial Advisors, LLC | 5,124 | $1.93M | 0.58% | +654+14.6% | Added |
| Maren Capital LLC | 5,134 | $1.93M | 0.25% | +5,134 | New |
| BetterWealth, LLC | 5,137 | $1.93M | 0.66% | +109+2.2% | Added |
| Claris Advisors, LLC | 5,142 | $1.93M | 1.07% | +20.0% | Added |
| Cravens & Co Advisors, LLC | 5,155 | $1.94M | 1.67% | −104−2.0% | Reduced |
| KRS Capital Management, LLC | 5,159 | $1.94M | 1.81% | −38−0.7% | Reduced |
| JMG Financial Group, Ltd. | 5,163 | $1.94M | 0.08% | −57−1.1% | Reduced |
| Family Asset Management, LLC | 5,164 | $1.94M | 1.30% | +95+1.9% | Added |
| Nova R Wealth, Inc. | 5,173 | $1.95M | 1.23% | +1,418+37.8% | Added |
| Account Management LLC | 5,175 | $1.95M | 2.33% | +5,175 | New |
| Hanlon Investment Management, Inc. | 5,177 | $1.95M | 0.62% | +562+12.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,182 | $1.95M | 0.49% | −29−0.6% | Reduced |
| Richmond Brothers, Inc. | 5,205 | $1.96M | 3.41% | −42−0.8% | Reduced |
| Dixon Fnancial Services, Inc. | 5,210 | $1.96M | 1.21% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 5,215 | $1.96M | 0.74% | +254+5.1% | Added |
| Fortis Group Advisors, LLC | 5,995 | $1.96M | 0.49% | +1,330+28.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,218 | $1.96M | 0.02% | +3,086+144.7% | Added |
| G&S Capital LLC | 5,220 | $1.96M | 0.93% | −65−1.2% | Reduced |
| Concorde Asset Management, LLC | 5,612 | $1.97M | 1.35% | +753+15.5% | Added |
| Inspirion Wealth Advisors, LLC | 5,309 | $1.97M | 0.35% | +113+2.2% | Added |
| Roble, Belko & Company, Inc | 5,254 | $1.98M | 0.37% | +2,000+61.5% | Added |
| One Charles Private Wealth Services, LLC | 5,256 | $1.98M | 1.05% | +45+0.9% | Added |
| LifePlan Financial, LLC | 5,256 | $1.98M | 1.98% | +5,256 | New |
| Victory Financial Group, LLC | 5,257 | $1.98M | 1.34% | +5,257 | New |
| Portolan Capital Management, LLC | 5,259 | $1.98M | 0.17% | −166−3.1% | Reduced |
| Kure Advisory, LLC | 5,272 | $1.98M | 1.03% | −75−1.4% | Reduced |
| IMZ Advisory Inc | 4,908 | $1.98M | 1.07% | +4,908 | New |
| Lebenthal Global Advisors, LLC | 5,276 | $1.98M | 0.46% | +1,999+61.0% | Added |
| Virtus Investment Advisers, Inc. | 5,277 | $1.98M | 1.49% | +2,795+112.6% | Added |
| IFG Advisors, LLC | 5,278 | $1.98M | 0.58% | −15−0.3% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,278 | $1.98M | 2.13% | −18−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,286 | $1.99M | 0.56% | +89+1.7% | Added |
| FSB Premier Wealth Management, Inc. | 5,298 | $1.99M | 1.00% | +1,232+30.3% | Added |
| Comprehensive Wealth Management, LLC | 5,299 | $1.99M | 1.80% | −176−3.2% | Reduced |
| Ted Buchan & Co | 5,306 | $2.00M | 1.45% | +369+7.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,314 | $2.00M | 0.35% | −110−2.0% | Reduced |
| PrairieView Partners, LLC | 5,321 | $2.00M | 0.25% | −100−1.8% | Reduced |
| BluePointe Capital Management, LLC | 5,322 | $2.00M | 1.52% | +5,322 | New |
| Emerald Mutual Fund Advisers Trust | 5,331 | $2.00M | 0.11% | +755+16.5% | Added |
| 1620 Investment Advisors, Inc. | 5,339 | $2.01M | 2.21% | +204+4.0% | Added |
| TCWP LLC | 5,342 | $2.01M | 5.68% | −10,782−66.9% | Reduced |
| Global X Japan Co., Ltd. | 5,343 | $2.01M | 1.14% | +5,343 | New |
| Security Financial Services, INC. | 5,347 | $2.01M | 0.49% | −37−0.7% | Reduced |
| Granite Harbor Advisors, Inc. | 5,372 | $2.02M | 1.52% | +155+3.0% | Added |
| Emfo, LLC | 5,373 | $2.02M | 1.88% | −396−6.9% | Reduced |
| Eagle Wealth Strategies LLC | 5,386 | $2.03M | 1.22% | +5,386 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,033 | $2.03M | 0.85% | −40−0.8% | Reduced |
| Selkirk Management LLC | 5,400 | $2.03M | 1.37% | +5,400 | New |
| Petra Financial Advisors Inc | 5,407 | $2.03M | 1.70% | +84+1.6% | Added |
| Kades & Cheifetz LLC | 5,424 | $2.04M | 1.45% | −175−3.1% | Reduced |
| Seeds Investor LLC | 5,425 | $2.04M | 2.31% | +5,425 | New |
| Adamsbrown Wealth Consultants LLC | 5,433 | $2.04M | 0.89% | +204+3.9% | Added |
| Correct Capital Wealth Management | 5,439 | $2.05M | 0.52% | +5,439 | New |
| Reuter James Wealth Management, LLC | 5,443 | $2.05M | 1.39% | −259−4.5% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,451 | $2.05M | 0.72% | +518+10.5% | Added |
| Capasso Planning Partners LLC | 5,451 | $2.05M | 0.96% | +42+0.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,453 | $2.05M | 0.95% | −20.0% | Reduced |
| Eagle Harbor Asset Management Inc | 5,456 | $2.05M | 2.36% | −17−0.3% | Reduced |
| Ascension Capital Advisors, Inc. | 5,459 | $2.05M | 1.33% | −799−12.8% | Reduced |
| Goldstone Financial Group, LLC | 5,469 | $2.06M | 0.53% | +232+4.4% | Added |
| Tolleson Wealth Management, Inc. | 5,480 | $2.06M | 0.42% | −43−0.8% | Reduced |
| Root Financial Partners, LLC | 5,482 | $2.06M | 0.77% | +4,355+386.4% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,483 | $2.06M | 0.61% | −20.0% | Reduced |
| Grant Street Asset Management, Inc. | 5,484 | $2.06M | 0.73% | −16−0.3% | Reduced |
| Fountainhead AM, LLC | 5,492 | $2.07M | 0.57% | +617+12.7% | Added |
| Campion Asset Management LLC | 5,534 | $2.08M | 1.76% | −300−5.1% | Reduced |
| Macroview Investment Management LLC | 5,539 | $2.08M | 2.48% | −28−0.5% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 5,545 | $2.09M | 1.55% | −795−12.5% | Reduced |
| Echo45 Advisors LLC | 5,547 | $2.09M | 1.60% | +124+2.3% | Added |
| Fiduciary Planning LLC | 5,547 | $2.09M | 0.89% | +229+4.3% | Added |
| Sterling Group Wealth Management, LLC | 5,548 | $2.09M | 1.62% | −109−1.9% | Reduced |
| Mainsail Asset Management, LLC | 5,549 | $2.09M | 1.94% | +5,549 | New |
| Aurora Private Wealth, Inc. | 5,557 | $2.09M | 1.97% | +293+5.6% | Added |
| Blue Bell Private Wealth Management, LLC | 5,558 | $2.09M | 0.50% | +155+2.9% | Added |
| LFA - Lugano Financial Advisors SA | 5,560 | $2.09M | 1.64% | +18+0.3% | Added |
| Lloyd Advisory Services, LLC. | 5,587 | $2.10M | 1.00% | −28,879−83.8% | Reduced |
| Simplicity Wealth,LLC | 5,597 | $2.10M | 0.81% | +3,677+191.5% | Added |
| Abound Wealth Management | 5,599 | $2.11M | 0.84% | −79−1.4% | Reduced |
| Kennon-Green & Company, LLC | 5,603 | $2.11M | 2.14% | −171−3.0% | Reduced |
| Clearview Wealth Advisors LLC | 5,605 | $2.11M | 2.46% | +9+0.2% | Added |
| Interval Partners, LP | 5,610 | $2.11M | 0.09% | −254,515−97.8% | Reduced |
| FF Advisors,LLC | 5,636 | $2.12M | 1.76% | +5,636 | New |
| Richardson Financial Services Inc. | 5,647 | $2.12M | 1.86% | +5,647 | New |
| Whalen Wealth Management Inc. | 5,652 | $2.13M | 1.91% | +5,652 | New |
| Dynamic Technology Lab Private Ltd | 5,657 | $2.13M | 0.22% | −9,388−62.4% | Reduced |
| Q3 Asset Management | 5,659 | $2.13M | 0.54% | +5,659 | New |
| Integrity Wealth Solutions LLC | 5,673 | $2.13M | 1.48% | +5,673 | New |
| Cohen & Steers, Inc. | 5,691 | $2.14M | 0.00% | −708−11.1% | Reduced |
| Values Added Financial LLC | 5,697 | $2.14M | 1.75% | +823+16.9% | Added |
| Rooted Wealth Advisors, Inc. | 5,297 | $2.15M | 1.12% | +96+1.8% | Added |