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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 7,371 | $2.77M | 1.66% | +7,371 | New |
| Hill Island Financial LLC | 7,375 | $2.77M | 0.95% | +1,098+17.5% | Added |
| First Affirmative Financial Network | 7,381 | $2.78M | 2.22% | +993+15.5% | Added |
| Clark Asset Management, LLC | 7,394 | $2.78M | 1.02% | +322+4.6% | Added |
| DecisionPoint Financial, LLC | 7,399 | $2.78M | 1.19% | +1,003+15.7% | Added |
| Manchester Financial Inc | 7,403 | $2.78M | 0.78% | +81+1.1% | Added |
| Abel Hall, LLC | 7,404 | $2.78M | 2.38% | +7,404 | New |
| Precedent Wealth Partners, LLC | 7,421 | $2.79M | 1.42% | +7,421 | New |
| MPS Loria Financial Planners, LLC | 7,422 | $2.79M | 0.98% | +81+1.1% | Added |
| Arbor Investment Advisors, LLC | 7,428 | $2.79M | 0.44% | −877−10.6% | Reduced |
| First Citizens Financial Corp | 7,442 | $2.80M | 1.80% | −235−3.1% | Reduced |
| Unique Wealth, LLC | 7,450 | $2.80M | 0.91% | +1,329+21.7% | Added |
| Private Capital Management, LLC | 7,452 | $2.80M | 0.32% | +40+0.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,460 | $2.81M | 2.67% | −50−0.7% | Reduced |
| WestHill Financial Advisors, Inc. | 7,464 | $2.81M | 0.74% | +417+5.9% | Added |
| Full Sail Capital, LLC | 7,467 | $2.81M | 0.21% | +469+6.7% | Added |
| Yost Capital Management, LP | 7,480 | $2.81M | 4.72% | −6,520−46.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 7,481 | $2.81M | 2.88% | +7,481 | New |
| WealthTrust Asset Management, LLC | 7,481 | $2.81M | 2.37% | +586+8.5% | Added |
| CMG Global Holdings, LLC | 6,927 | $2.82M | 2.04% | −313−4.3% | Reduced |
| Audent Global Asset Management, LLC | 7,499 | $2.82M | 3.37% | −2,421−24.4% | Reduced |
| Pecaut & Co. | 7,504 | $2.82M | 1.13% | 00.0% | Unchanged |
| Firestone Capital Management | 7,504 | $2.82M | 0.87% | +78+1.1% | Added |
| Oder Investment Management, LLC | 7,511 | $2.82M | 2.80% | −151−2.0% | Reduced |
| Keeler Thomas Management LLC | 7,517 | $2.83M | 1.11% | −644−7.9% | Reduced |
| Conscious Wealth Investments, LLC | 6,990 | $2.83M | 2.26% | +6,990 | New |
| Almanack Investment Partners, LLC. | 7,527 | $2.83M | 0.53% | −137−1.8% | Reduced |
| N.E.W. Advisory Services LLC | 7,531 | $2.83M | 0.34% | +236+3.2% | Added |
| Cantor Fitzgerald, L. P. | 7,536 | $2.83M | 0.62% | −305,575−97.6% | Reduced |
| Montis Financial, LLC | 7,541 | $2.84M | 1.69% | +40+0.5% | Added |
| Raleigh Capital Management Inc. | 7,558 | $2.84M | 1.32% | +871+13.0% | Added |
| Willner & Heller, LLC | 7,560 | $2.84M | 3.17% | +7,560 | New |
| KFA Private Wealth Group, LLC | 7,592 | $2.85M | 1.02% | +550+7.8% | Added |
| Pine Ridge Advisers LLC | 7,610 | $2.86M | 0.50% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 7,620 | $2.87M | 2.18% | +27+0.4% | Added |
| PSI Advisors, LLC | 7,635 | $2.87M | 1.07% | −264−3.3% | Reduced |
| ZRC Wealth Management, LLC | 9,091 | $2.87M | 1.72% | +7,179+375.5% | Added |
| Verum Partners LLC | 7,661 | $2.88M | 1.14% | −23−0.3% | Reduced |
| Syntax Research, Inc. | 7,662 | $2.88M | 2.41% | −31−0.4% | Reduced |
| First International Bank & Trust | 7,666 | $2.88M | 1.13% | −829−9.8% | Reduced |
| Three Seasons Wealth, LLC | 7,674 | $2.89M | 2.54% | +506+7.1% | Added |
| Proquility Private Wealth Partners, LLC | 7,716 | $2.90M | 1.10% | −167−2.1% | Reduced |
| Burns Matteson Capital Management, LLC | 7,723 | $2.90M | 2.04% | +722+10.3% | Added |
| Southern Capital Advisors, LLC | 7,728 | $2.91M | 2.06% | −372−4.6% | Reduced |
| Williamson Legacy Group, LLC | 7,745 | $2.91M | 2.70% | +7,745 | New |
| SJS Investment Consulting Inc. | 7,748 | $2.91M | 0.66% | +188+2.5% | Added |
| NorthStar Asset Management LLC | 7,749 | $2.91M | 2.66% | +7,749 | New |
| Rosenberg Matthew Hamilton | 7,757 | $2.92M | 0.90% | −182−2.3% | Reduced |
| Outlook Wealth Advisors, LLC | 7,764 | $2.92M | 1.02% | −784−9.2% | Reduced |
| Willis Johnson & Associates, Inc. | 7,769 | $2.92M | 0.28% | +13+0.2% | Added |
| Trust Co | 7,774 | $2.92M | 0.38% | +572+7.9% | Added |
| MKT Advisors LLC | 7,953 | $2.92M | 1.93% | −173−2.1% | Reduced |
| Bridgeworth, LLC | 7,783 | $2.93M | 0.29% | −250−3.1% | Reduced |
| Farrow Financial Inc. | 7,798 | $2.93M | 2.21% | +7,798 | New |
| Acima Private Wealth, LLC | 7,798 | $2.93M | 1.14% | −1,392−15.1% | Reduced |
| Fidelity D & D Bancorp Inc | 7,806 | $2.94M | 2.28% | −377−4.6% | Reduced |
| Kaizen Financial Strategies | 7,807 | $2.94M | 2.23% | +31+0.4% | Added |
| Mason & Associates Inc | 7,819 | $2.94M | 0.86% | +101+1.3% | Added |
| Aspire Private Capital, LLC | 7,824 | $2.94M | 0.87% | +175+2.3% | Added |
| FSA Advisors, Inc. | 7,832 | $2.95M | 3.65% | +7,832 | New |
| Oliver Lagore Vanvalin Investment Group | 7,833 | $2.95M | 1.10% | +1,328+20.4% | Added |
| Sterneck Capital Management, LLC | 7,834 | $2.95M | 1.88% | −515−6.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,847 | $2.95M | 1.67% | +279+3.7% | Added |
| Wealth Quarterback LLC | 7,847 | $2.95M | 1.80% | −320−3.9% | Reduced |
| Element Pointe Advisors, LLC | 7,876 | $2.96M | 0.85% | +718+10.0% | Added |
| Interchange Capital Partners, LLC | 7,874 | $2.96M | 2.23% | −2,331−22.8% | Reduced |
| Winning Points Advisors, LLC | 7,896 | $2.97M | 4.58% | +762+10.7% | Added |
| Next Level Private LLC | 7,906 | $2.97M | 1.68% | −615−7.2% | Reduced |
| Secured Retirement Advisors, LLC | 7,908 | $2.97M | 2.86% | +7,908 | New |
| Orrstown Financial Services Inc | 7,915 | $2.98M | 2.38% | +7,915 | New |
| Pinnacle Wealth Management, LLC | 7,918 | $2.98M | 3.40% | +148+1.9% | Added |
| WealthCare Investment Partners, LLC | 7,959 | $2.98M | 1.63% | +1,087+15.8% | Added |
| Birchcreek Wealth Management, LLC | 7,935 | $2.98M | 1.78% | +224+2.9% | Added |
| Aspen Wealth Strategies, LLC | 7,943 | $2.99M | 2.17% | −14−0.2% | Reduced |
| Charter Oak Capital Management, LLC | 7,962 | $2.99M | 0.36% | +40+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 7,965 | $3.00M | 0.72% | −160−2.0% | Reduced |
| Lynx Capital Group Ltd | 7,967 | $3.00M | 2.23% | +7,967 | New |
| Titleist Asset Management, LLC | 7,980 | $3.00M | 0.56% | +280+3.6% | Added |
| Measured Wealth Private Client Group, LLC | 7,984 | $3.00M | 1.11% | −21−0.3% | Reduced |
| Modern Wealth Management, LLC | 7,985 | $3.00M | 0.38% | +7,985 | New |
| Inspire Trust Co, N.A. | 7,991 | $3.00M | 3.10% | +7,991 | New |
| Heritage Financial Services, LLC | 7,991 | $3.01M | 0.51% | +426+5.6% | Added |
| Andar Capital Management HK Ltd | 8,000 | $3.01M | 4.24% | −1,600−16.7% | Reduced |
| Groesbeck Investment Management Corp | 8,011 | $3.01M | 4.17% | +455+6.0% | Added |
| apricus wealth, LLC | 8,013 | $3.01M | 2.30% | +1,057+15.2% | Added |
| Iams Wealth Management, LLC | 8,015 | $3.01M | 1.95% | −751−8.6% | Reduced |
| Spinecap SAS | 8,017 | $3.01M | 5.69% | +8,017 | New |
| Sunflower Bank, N.A. | 8,019 | $3.02M | 0.69% | +337+4.4% | Added |
| Safeguard Investment Advisory Group, LLC | 8,021 | $3.02M | 1.14% | +35+0.4% | Added |
| Round Hill Asset Management | 8,030 | $3.02M | 1.90% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 8,147 | $3.02M | 2.75% | +8,147 | New |
| SkyView Investment Advisors, LLC | 8,052 | $3.03M | 0.76% | −1,147−12.5% | Reduced |
| Stamos Capital Partners, L.P. | 8,060 | $3.03M | 0.82% | −5,950−42.5% | Reduced |
| Rosenbaum Jay D. | 8,068 | $3.03M | 7.84% | −7,272−47.4% | Reduced |
| Eads & Heald Wealth Management | 8,084 | $3.04M | 1.46% | −356−4.2% | Reduced |
| Castle Wealth Management LLC | 8,088 | $3.04M | 1.82% | +102+1.3% | Added |
| Ninepoint Partners LP | 8,095 | $3.04M | 0.43% | −871−9.7% | Reduced |
| Hilltop Partners LLC | 8,095 | $3.04M | 1.20% | +1,957+31.9% | Added |
| Dalton Investments LLC | 8,100 | $3.05M | 2.02% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 8,107 | $3.05M | 0.87% | +273+3.5% | Added |