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 |
|---|---|---|---|---|---|
| Intelligent Financial Strategies | 5,727 | $2.15M | 1.51% | −210−3.5% | Reduced |
| MorganRosel Wealth Management, LLC | 5,737 | $2.16M | 0.83% | −165−2.8% | Reduced |
| Nottingham Advisors, Inc. | 5,742 | $2.16M | 0.30% | +530+10.2% | Added |
| EWG Elevate Inc. | 5,753 | $2.16M | 0.90% | +76+1.3% | Added |
| Hobbs Group Advisors, LLC | 5,754 | $2.16M | 0.96% | +5,754 | New |
| Triton Wealth Management, PLLC | 5,864 | $2.17M | 1.42% | +28+0.5% | Added |
| White Lighthouse Investment Management Inc. | 5,767 | $2.17M | 0.47% | +114+2.0% | Added |
| Guild Investment Management, Inc. | 5,767 | $2.17M | 3.44% | −309−5.1% | Reduced |
| 360 Financial, Inc. | 5,782 | $2.17M | 0.96% | +549+10.5% | Added |
| Norwood Financial Corp | 5,794 | $2.18M | 3.30% | −150−2.5% | Reduced |
| Custom Index Systems, LLC | 5,794 | $2.18M | 1.37% | +5,794 | New |
| VCI Wealth Management LLC | 5,807 | $2.18M | 1.33% | +5,807 | New |
| Cypress Capital, LLC | 5,811 | $2.19M | 0.62% | −128−2.2% | Reduced |
| Summit Wealth Partners, LLC | 5,820 | $2.19M | 0.51% | −31−0.5% | Reduced |
| Operose Advisors LLC | 5,823 | $2.19M | 0.88% | −1,902−24.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 5,825 | $2.19M | 2.86% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,829 | $2.19M | 1.04% | +213+3.8% | Added |
| Check Capital Management Inc | 5,844 | $2.20M | 0.18% | −25−0.4% | Reduced |
| Holistic Planning, LLC | 5,845 | $2.20M | 1.85% | +5,845 | New |
| Fielder Capital Group LLC | 5,845 | $2.20M | 1.33% | +5,845 | New |
| Geo Capital Gestora de Recursos Ltd | 5,869 | $2.21M | 2.54% | −9,285−61.3% | Reduced |
| BigSur Wealth Management LLC | 5,873 | $2.21M | 1.05% | +592+11.2% | Added |
| RVW Wealth, LLC | 5,888 | $2.21M | 0.24% | −240−3.9% | Reduced |
| Promethos Capital, LLC | 5,900 | $2.22M | 1.61% | +5,900 | New |
| Professional Financial Advisors, LLC | 5,903 | $2.22M | 0.73% | −53−0.9% | Reduced |
| Kraft, Davis & Associates, LLC | 5,503 | $2.22M | 0.67% | +311+6.0% | Added |
| Spotlight Asset Group, Inc. | 7,037 | $2.22M | 2.02% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 5,481 | $2.22M | 0.09% | +1,464+36.4% | Added |
| SRN Advisors, LLC | 5,925 | $2.23M | 2.00% | −970−14.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,933 | $2.23M | 0.23% | +444+8.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,938 | $2.23M | 2.18% | −1,520−20.4% | Reduced |
| Intrepid Financial Planning Group LLC | 5,948 | $2.24M | 1.07% | −15−0.3% | Reduced |
| Hexagon Capital Partners LLC | 5,957 | $2.24M | 0.54% | +318+5.6% | Added |
| Old North State Wealth Management, LLC | 5,948 | $2.24M | 1.66% | +522+9.6% | Added |
| Copperwynd Financial, LLC | 5,977 | $2.25M | 0.89% | −61−1.0% | Reduced |
| Magnolia Capital Management Ltd | 5,984 | $2.25M | 2.05% | +300+5.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,984 | $2.25M | 0.48% | +313+5.5% | Added |
| Prostatis Group LLC | 5,986 | $2.25M | 0.94% | +235+4.1% | Added |
| Paragon Advisors, LLC | 5,993 | $2.25M | 0.95% | −421−6.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,998 | $2.26M | 1.72% | +910+17.9% | Added |
| Boulder Hill Capital Management LP | 6,000 | $2.26M | 1.21% | −1,700−22.1% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.26M | 0.44% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 6,000 | $2.26M | 0.22% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 6,005 | $2.26M | 0.84% | +16+0.3% | Added |
| One Day In July LLC | 6,035 | $2.27M | 0.34% | +366+6.5% | Added |
| Twin Focus Capital Partners, LLC | 6,047 | $2.27M | 0.46% | −2,084−25.6% | Reduced |
| Tealwood Asset Management Inc | 6,052 | $2.28M | 1.09% | −97−1.6% | Reduced |
| Tennessee Valley Asset Management Partners | 6,076 | $2.28M | 0.61% | −19−0.3% | Reduced |
| Seed Wealth Management, Inc. | 6,162 | $2.29M | 2.31% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 6,096 | $2.29M | 0.42% | +101+1.7% | Added |
| Alterity Financial Group, LLC | 6,097 | $2.29M | 3.28% | −278−4.4% | Reduced |
| Charter Research & Investment Group, Inc. | 6,099 | $2.29M | 1.90% | −230−3.6% | Reduced |
| Nabity-Jensen Investment Management Inc | 6,099 | $2.29M | 2.06% | +6,099 | New |
| Riversedge Advisors, LLC | 6,123 | $2.30M | 0.63% | +1,533+33.4% | Added |
| NRI Wealth Management LC | 6,125 | $2.30M | 2.30% | +6,125 | New |
| ERTS Wealth Advisors, LLC | 6,128 | $2.30M | 0.50% | −177−2.8% | Reduced |
| Campbell Wealth Management | 6,134 | $2.31M | 0.27% | −2,057−25.1% | Reduced |
| One + One Wealth Management, LLC | 6,135 | $2.31M | 1.40% | −270−4.2% | Reduced |
| Kapitalo Investimentos Ltda | 6,136 | $2.31M | 0.48% | −68,726−91.8% | Reduced |
| Rain Capital Management, LLC | 6,152 | $2.31M | 1.63% | −11−0.2% | Reduced |
| Clifford Group, LLC | 6,154 | $2.31M | 2.14% | +29+0.5% | Added |
| Eight 31 Financial LLC | 6,155 | $2.31M | 1.42% | +6,155 | New |
| Gallagher Fiduciary Advisors, LLC | 6,160 | $2.32M | 0.08% | +1,021+19.9% | Added |
| Heartwood Wealth Advisors LLC | 6,162 | $2.32M | 0.31% | +110+1.8% | Added |
| Aldebaran Financial Inc. | 6,171 | $2.32M | 3.59% | −34−0.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 6,187 | $2.33M | 1.73% | +257+4.3% | Added |
| PAX Financial Group, LLC | 5,630 | $2.33M | 0.48% | +956+20.5% | Added |
| Hummer Financial Advisory Services Inc | 6,214 | $2.34M | 2.14% | +14+0.2% | Added |
| Lantern Wealth Advisors, LLC | 6,214 | $2.34M | 1.83% | +6,214 | New |
| Per Stirling Capital Management, LLC. | 6,222 | $2.34M | 0.43% | +6+0.1% | Added |
| Samjo Management, LLC | 6,225 | $2.34M | 0.83% | +6,225 | New |
| Northern Capital Management, Inc. | 6,229 | $2.34M | 2.10% | +66+1.1% | Added |
| Sage Private Wealth Group, LLC | 6,239 | $2.35M | 2.09% | +3,802+156.0% | Added |
| Cooper/Haims Advisors, LLC | 6,246 | $2.35M | 1.33% | +122+2.0% | Added |
| Investmark Advisory Group LLC | 6,246 | $2.35M | 1.38% | +780+14.3% | Added |
| O'Dell Group, LLC | 6,255 | $2.35M | 0.62% | +1,271+25.5% | Added |
| NDVR, Inc. | 6,258 | $2.35M | 2.82% | +6,258 | New |
| Paul Damon & Associates, Inc. | 6,273 | $2.36M | 1.67% | −429−6.4% | Reduced |
| Cortland Associates Inc | 6,279 | $2.36M | 0.35% | −18−0.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 5,833 | $2.36M | 1.37% | +5,833 | New |
| Accel Wealth Management | 6,289 | $2.36M | 1.19% | +622+11.0% | Added |
| Deuterium Capital Management, LLC | 6,300 | $2.37M | 7.90% | −7,004−52.6% | Reduced |
| Wolff Financial Management LLC | 6,305 | $2.37M | 0.73% | −279−4.2% | Reduced |
| First National Bank Sioux Falls | 6,316 | $2.38M | 1.22% | −100−1.6% | Reduced |
| Creekmur Asset Management LLC | 6,321 | $2.38M | 0.74% | +6,321 | New |
| Tillman Hartley LLC | 6,326 | $2.38M | 0.88% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 6,350 | $2.39M | 1.07% | −14−0.2% | Reduced |
| Joseph Group Capital Management | 6,362 | $2.39M | 1.39% | −22−0.3% | Reduced |
| Farrell Financial LLC | 7,631 | $2.39M | 2.39% | +7,631 | New |
| Doheny Asset Management | 6,372 | $2.40M | 2.35% | −550−7.9% | Reduced |
| Rocky Mountain Advisers, LLC | 6,374 | $2.40M | 0.84% | +20.0% | Added |
| Eldridge Investment Advisors, Inc. | 6,398 | $2.41M | 0.63% | −113−1.7% | Reduced |
| Financial Management Professionals, Inc. | 6,416 | $2.41M | 0.39% | −26−0.4% | Reduced |
| Paulson Wealth Management Inc. | 6,432 | $2.42M | 0.78% | −262−3.9% | Reduced |
| Horan Securities, Inc. | 6,442 | $2.42M | 1.22% | +72+1.1% | Added |
| Coho Partners, Ltd. | 6,445 | $2.42M | 0.06% | −29−0.4% | Reduced |
| Private Management Group Inc | 6,448 | $2.42M | 0.09% | +238+3.8% | Added |
| Trevian Wealth Management LLC | 6,448 | $2.42M | 1.89% | −96−1.5% | Reduced |
| Johnson Bixby & Associates, LLC | 6,456 | $2.43M | 0.46% | −64−1.0% | Reduced |
| Texas Capital Bancshares Inc | 6,468 | $2.43M | 1.30% | −65−1.0% | Reduced |