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 |
|---|---|---|---|---|---|
| Copperleaf Capital, LLC | 6,485 | $2.44M | 2.48% | −1,247−16.1% | Reduced |
| Fca Corp | 6,505 | $2.45M | 0.84% | −4−0.1% | Reduced |
| Collective Family Office LLC | 6,509 | $2.45M | 0.86% | −716−9.9% | Reduced |
| Peak Financial Advisors LLC | 6,514 | $2.45M | 1.64% | +5,569+589.3% | Added |
| Phillips Wealth Planners LLC | 6,222 | $2.45M | 2.95% | −393−5.9% | Reduced |
| Arq Wealth Advisors, LLC | 6,518 | $2.45M | 1.46% | −85−1.3% | Reduced |
| Pathway Financial Advisors LLC | 6,521 | $2.45M | 0.71% | +109+1.7% | Added |
| Partnership Wealth Management, LLC | 6,177 | $2.46M | 1.85% | +6,177 | New |
| Cottonwood Capital Advisors, LLC | 6,538 | $2.46M | 2.02% | +1,900+41.0% | Added |
| Retirement Income Solutions, Inc | 6,571 | $2.47M | 0.61% | +32+0.5% | Added |
| Matrix Trust Co | 6,570 | $2.47M | 0.58% | +151+2.4% | Added |
| Ade, LLC | 6,595 | $2.48M | 1.72% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 6,597 | $2.48M | 0.44% | +106+1.6% | Added |
| Sonoma Private Wealth LLC | 6,599 | $2.48M | 4.11% | −687−9.4% | Reduced |
| Detalus Advisors, LLC | 6,626 | $2.49M | 1.00% | −295−4.3% | Reduced |
| Gsa Capital Partners LLP | 6,646 | $2.50M | 0.21% | +2,256+51.4% | Added |
| Altiora Financial Group, LLC | 6,646 | $2.50M | 0.72% | +1,435+27.5% | Added |
| Resolute Wealth Strategies, LLC | 6,646 | $2.50M | 1.70% | +116+1.8% | Added |
| AllSquare Wealth Management LLC | 6,655 | $2.50M | 1.54% | −26−0.4% | Reduced |
| Park Edge Advisors, LLC | 6,659 | $2.50M | 0.87% | −1,210−15.4% | Reduced |
| Tobam | 6,661 | $2.50M | 0.22% | +3,007+82.3% | Added |
| Westshore Wealth, LLC | 6,663 | $2.51M | 1.16% | −99−1.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,685 | $2.51M | 0.93% | −239−3.5% | Reduced |
| Birchbrook, Inc. | 6,688 | $2.52M | 1.66% | +6,688 | New |
| Ruggaard & Associates LLC | 6,689 | $2.52M | 1.33% | +4+0.1% | Added |
| FOCUS Wealth Advisors, LLC | 6,698 | $2.52M | 1.59% | −203−2.9% | Reduced |
| Watershed Asset Management, L.L.C. | 6,700 | $2.52M | 2.94% | −1,600−19.3% | Reduced |
| Olistico Wealth, LLC | 6,702 | $2.52M | 1.97% | +454+7.3% | Added |
| Orgel Wealth Management, LLC | 6,704 | $2.52M | 0.07% | −195−2.8% | Reduced |
| Ambassador Advisors, LLC | 6,254 | $2.54M | 0.56% | +129+2.1% | Added |
| Warren Street Wealth Advisors, LLC | 6,767 | $2.54M | 1.44% | +956+16.5% | Added |
| Tevis Investment Management | 6,774 | $2.55M | 2.35% | +674+11.0% | Added |
| Financial Advisors Network, Inc. | 6,777 | $2.55M | 0.51% | −145−2.1% | Reduced |
| Fiducient Advisors LLC | 6,781 | $2.55M | 0.48% | −160−2.3% | Reduced |
| Talisman Wealth Advisors LLC | 6,783 | $2.55M | 3.78% | +887+15.0% | Added |
| Neumann Capital Management, LLC | 6,785 | $2.55M | 1.01% | −60−0.9% | Reduced |
| Arbor Capital Management Inc | 6,888 | $2.55M | 1.92% | −192−2.7% | Reduced |
| Strata Wealth Advisors, LLC | 6,793 | $2.55M | 1.01% | +950+16.3% | Added |
| Primoris Wealth Advisors, LLC | 6,803 | $2.56M | 2.41% | +827+13.8% | Added |
| Zeit Capital LLC | 6,818 | $2.56M | 2.20% | −500−6.8% | Reduced |
| Thrive Capital Management, LLC | 6,834 | $2.57M | 1.37% | +767+12.6% | Added |
| Lakewood Asset Management LLC | 6,835 | $2.57M | 2.00% | −38−0.6% | Reduced |
| WealthCollab, LLC | 6,887 | $2.59M | 2.02% | +6,887 | New |
| Coastwise Capital Group, LLC | 6,896 | $2.59M | 2.64% | +48+0.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,910 | $2.60M | 1.00% | −24−0.3% | Reduced |
| Retirement Capital Strategies | 6,922 | $2.60M | 1.13% | −6−0.1% | Reduced |
| West Wealth Group, LLC | 6,926 | $2.60M | 1.03% | −152−2.1% | Reduced |
| Empirical Asset Management, LLC | 6,930 | $2.61M | 2.13% | +1,902+37.8% | Added |
| Jessup Wealth Management, Inc | 6,935 | $2.61M | 1.30% | −19−0.3% | Reduced |
| Capstone Wealth Management Group, LLC | 6,939 | $2.61M | 2.47% | −1,213−14.9% | Reduced |
| Alterna Wealth Management, Inc | 6,941 | $2.61M | 3.14% | +975+16.3% | Added |
| Gill Capital Partners, LLC | 6,945 | $2.61M | 1.10% | +282+4.2% | Added |
| Silverleafe Capital Partners, LLC | 6,950 | $2.61M | 1.24% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6,972 | $2.62M | 0.95% | +233+3.5% | Added |
| Lipe & Dalton | 6,973 | $2.62M | 1.42% | −130−1.8% | Reduced |
| New World Advisors LLC | 6,987 | $2.63M | 0.81% | −349−4.8% | Reduced |
| Castleview Partners, LLC | 6,996 | $2.63M | 1.84% | +2,436+53.4% | Added |
| TD Capital Management LLC | 6,998 | $2.63M | 0.30% | +13+0.2% | Added |
| Onyx Financial Advisors, LLC | 7,003 | $2.63M | 1.92% | +7,003 | New |
| Community Bank of Raymore | 7,007 | $2.63M | 1.16% | +65+0.9% | Added |
| Prepared Retirement Institute LLC | 7,008 | $2.64M | 1.97% | +7,008 | New |
| Connective Portfolio Management, LLC | 7,014 | $2.64M | 5.38% | +1,680+31.5% | Added |
| BCS Wealth Management | 7,024 | $2.64M | 0.97% | −100−1.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 7,024 | $2.64M | 1.67% | −127−1.8% | Reduced |
| Navalign, LLC | 7,031 | $2.64M | 0.92% | −858−10.9% | Reduced |
| Seelaus Asset Management LLC | 7,031 | $2.64M | 2.57% | −484−6.4% | Reduced |
| BOS Asset Management, LLC | 7,035 | $2.65M | 1.81% | +139+2.0% | Added |
| Private Capital Advisors, Inc. | 7,039 | $2.65M | 0.40% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,046 | $2.65M | 1.03% | −4−0.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,058 | $2.65M | 0.47% | +427+6.4% | Added |
| Pettinga Financial Advisors, LLC | 7,099 | $2.67M | 0.72% | +186+2.7% | Added |
| Beacon Capital Management, LLC | 8,480 | $2.68M | 0.75% | −281−3.2% | Reduced |
| New Insight Wealth Advisors | 7,121 | $2.68M | 1.80% | +7,121 | New |
| Legacy Financial Strategies, LLC | 7,145 | $2.69M | 0.77% | +147+2.1% | Added |
| Watershed Private Wealth LLC | 7,148 | $2.69M | 1.49% | −9−0.1% | Reduced |
| GenTrust, LLC | 7,148 | $2.69M | 0.18% | −147−2.0% | Reduced |
| Burton Enright Welch | 7,150 | $2.69M | 0.72% | −288−3.9% | Reduced |
| Meridian Wealth Partners, LLC | 7,194 | $2.71M | 0.52% | +138+2.0% | Added |
| Latitude Advisors, LLC | 7,202 | $2.71M | 1.90% | +95+1.3% | Added |
| SFG Wealth Management, LLC. | 7,205 | $2.71M | 1.80% | +10.0% | Added |
| Advisory Resource Group | 7,211 | $2.71M | 0.68% | −217−2.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,223 | $2.72M | 2.20% | +4+0.1% | Added |
| Clearwater Capital Advisors, LLC | 7,229 | $2.72M | 0.30% | +162+2.3% | Added |
| Triumph Capital Management | 7,233 | $2.72M | 1.15% | −2,797−27.9% | Reduced |
| Shira Ridge Wealth Management | 7,233 | $2.72M | 1.63% | +19+0.3% | Added |
| NinePointTwo Capital | 7,242 | $2.72M | 1.08% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 7,248 | $2.73M | 0.82% | +612+9.2% | Added |
| Heritage Wealth Partners, LLC | 7,253 | $2.73M | 5.57% | −9−0.1% | Reduced |
| Financial Advisory Group | 7,275 | $2.74M | 0.52% | −218−2.9% | Reduced |
| Taylor Financial Group, Inc. | 7,284 | $2.74M | 2.25% | +7,284 | New |
| Human Investing LLC | 7,286 | $2.74M | 0.59% | −666−8.4% | Reduced |
| Mascoma Wealth Management LLC | 7,291 | $2.74M | 0.82% | −221−2.9% | Reduced |
| Lion Street Advisors, LLC | 7,299 | $2.74M | 1.12% | −51−0.7% | Reduced |
| Atlas Private Wealth Management | 7,301 | $2.75M | 1.29% | −104−1.4% | Reduced |
| FirstPurpose Wealth LLC | 7,305 | $2.75M | 1.05% | +1,484+25.5% | Added |
| Privium Fund Management (UK) Ltd | 7,373 | $2.75M | 1.87% | +2,679+57.1% | Added |
| Three Bridge Wealth Advisors, LLC | 7,313 | $2.75M | 0.95% | −343−4.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,313 | $2.75M | 1.38% | +33+0.5% | Added |
| Hara Capital LLC | 7,324 | $2.75M | 1.94% | +7,324 | New |
| Strategic Family Wealth Counselors, L.L.C. | 7,355 | $2.77M | 1.16% | +296+4.2% | Added |