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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 8,116 | $3.05M | 1.64% | +91+1.1% | Added |
| Peoples Bank | 8,117 | $3.05M | 1.79% | −66−0.8% | Reduced |
| Rockbridge Investment Management, LCC | 8,126 | $3.06M | 0.47% | −85−1.0% | Reduced |
| Providence First Trust Co | 8,147 | $3.06M | 1.51% | +89+1.1% | Added |
| Genesee Capital Advisors, LLC | 8,148 | $3.06M | 1.89% | +1,170+16.8% | Added |
| Rede Wealth, LLC | 8,160 | $3.07M | 1.46% | +262+3.3% | Added |
| Cook Wealth Management Group LLC | 7,624 | $3.07M | 1.95% | +2,434+46.9% | Added |
| Iron Financial, LLC | 8,165 | $3.07M | 1.74% | +109+1.4% | Added |
| Weaver Capital Management LLC | 8,165 | $3.07M | 1.24% | +8,165 | New |
| Verity Asset Management, Inc. | 8,168 | $3.07M | 1.97% | −138−1.7% | Reduced |
| Ridgewood Investments LLC | 8,172 | $3.07M | 1.82% | +62+0.8% | Added |
| Meridian Financial, LLC | 8,187 | $3.08M | 2.42% | +735+9.9% | Added |
| Vanguard Capital Wealth Advisors | 8,188 | $3.08M | 2.49% | +39+0.5% | Added |
| Parkside Advisors LLC | 8,194 | $3.08M | 0.85% | +59+0.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 8,195 | $3.08M | 0.47% | +152+1.9% | Added |
| Lane & Associates LLC | 8,200 | $3.08M | 2.24% | −44−0.5% | Reduced |
| Brendel Financial Advisors LLC | 8,208 | $3.09M | 2.02% | +8,208 | New |
| Rappaport Reiches Capital Management, LLC | 8,213 | $3.09M | 1.13% | +1,067+14.9% | Added |
| Opes Wealth Management LLC | 8,217 | $3.09M | 0.74% | −132−1.6% | Reduced |
| Aua Capital Management, LLC | 8,224 | $3.09M | 1.92% | +52+0.6% | Added |
| DMG Group, LLC | 8,235 | $3.10M | 2.93% | −1,111−11.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,240 | $3.10M | 2.16% | +224+2.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 8,241 | $3.10M | 1.48% | −265−3.1% | Reduced |
| Gateway Wealth Partners, LLC | 8,249 | $3.10M | 1.25% | −5,387−39.5% | Reduced |
| Alhambra Investment Partners LLC | 8,250 | $3.10M | 1.84% | −109−1.3% | Reduced |
| AFS Financial Group, LLC | 8,253 | $3.10M | 2.91% | −10,449−55.9% | Reduced |
| Tarbox Family Office, Inc. | 8,262 | $3.11M | 0.60% | −640−7.2% | Reduced |
| Israel Discount Bank of New York | 8,265 | $3.11M | 2.43% | +85+1.0% | Added |
| Waycross Investment Management Co | 8,270 | $3.11M | 3.42% | −1,022−11.0% | Reduced |
| Southland Equity Partners LLC | 8,279 | $3.11M | 0.97% | −434−5.0% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $3.11M | 1.47% | 00.0% | Unchanged |
| LWMG, LLC | 8,291 | $3.12M | 0.77% | +430+5.5% | Added |
| Blue Square Asset Management, LLC | 8,294 | $3.12M | 2.08% | +6+0.1% | Added |
| Provident Trust Co | 8,298 | $3.12M | 0.06% | 00.0% | Unchanged |
| Penobscot Wealth Management | 8,311 | $3.13M | 2.11% | +99+1.2% | Added |
| High Falls Advisors, Inc | 8,315 | $3.13M | 0.84% | +502+6.4% | Added |
| Towerpoint Wealth, LLC | 8,348 | $3.14M | 1.71% | −35−0.4% | Reduced |
| Peterson Wealth Management | 8,352 | $3.14M | 2.83% | −369−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 8,361 | $3.14M | 0.84% | −36−0.4% | Reduced |
| M.D. Sass Investors Services, Inc. | 8,365 | $3.15M | 0.41% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 8,401 | $3.15M | 1.88% | −160−1.9% | Reduced |
| Granger Management LLC | 8,371 | $3.15M | 1.15% | +1,922+29.8% | Added |
| Transamerica Financial Advisors, Inc. | 8,380 | $3.15M | 0.44% | −795−8.7% | Reduced |
| D. Scott Neal, Inc. | 8,386 | $3.15M | 2.81% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,412 | $3.16M | 0.25% | −64,425−88.5% | Reduced |
| Heritage Wealth Management, LLC | 8,411 | $3.16M | 1.71% | +8,411 | New |
| USA Financial Portformulas Corp | 8,413 | $3.16M | 0.55% | +7,013+500.9% | Added |
| Select Asset Management & Trust | 8,422 | $3.17M | 1.56% | +291+3.6% | Added |
| Silvia McColl Wealth Management, LLC | 8,424 | $3.17M | 2.85% | −743−8.1% | Reduced |
| Benedetti & Gucer, Inc. | 8,427 | $3.17M | 1.66% | +481+6.1% | Added |
| Baron Wealth Management LLC | 8,434 | $3.17M | 1.74% | +101+1.2% | Added |
| Shaker Investments LLC | 8,450 | $3.18M | 1.48% | +1,883+28.7% | Added |
| Power Wealth Management LLC | 8,451 | $3.18M | 2.31% | +8,451 | New |
| Savvy Advisors, Inc. | 8,453 | $3.18M | 3.09% | +8,453 | New |
| First National Corp | 8,455 | $3.18M | 0.78% | +67+0.8% | Added |
| Alexander Randolph Advisory, Inc. | 8,461 | $3.18M | 2.89% | +8,461 | New |
| Glass Jacobson Investment Advisors llc | 8,464 | $3.18M | 1.30% | −644−7.1% | Reduced |
| Westhampton Capital, LLC | 8,474 | $3.19M | 1.90% | −71−0.8% | Reduced |
| Criterion Capital Advisors, LLC | 8,477 | $3.19M | 2.32% | +8,477 | New |
| Salvus Wealth Management, LLC | 8,483 | $3.19M | 2.27% | +94+1.1% | Added |
| Oliver Luxxe Assets LLC | 8,485 | $3.19M | 0.75% | −73−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 8,486 | $3.19M | 2.18% | −11−0.1% | Reduced |
| Signal Advisors Wealth, LLC | 8,489 | $3.19M | 1.11% | +8,489 | New |
| White Knight Strategic Wealth Advisors, LLC | 8,491 | $3.19M | 3.67% | −119−1.4% | Reduced |
| Aletheian Wealth Advisors LLC | 8,494 | $3.19M | 2.11% | −871−9.3% | Reduced |
| Metavasi Capital LP | 8,500 | $3.20M | 2.37% | +8,500 | New |
| BluePath Capital Management, LLC | 8,352 | $3.20M | 2.82% | +1,673+25.0% | Added |
| Ardsley Advisory Partners LP | 8,500 | $3.20M | 0.69% | −7,000−45.2% | Reduced |
| Ellis Investment Partners, LLC | 8,523 | $3.21M | 0.74% | +435+5.4% | Added |
| Wilson & Boucher Capital Management, LLC | 8,528 | $3.21M | 2.70% | +90+1.1% | Added |
| Prentiss Smith & Co Inc | 8,539 | $3.21M | 2.39% | −1,310−13.3% | Reduced |
| Crew Capital Management, Ltd. | 8,541 | $3.21M | 3.27% | +3,009+54.4% | Added |
| Clark Financial Services Group Inc | 8,550 | $3.21M | 4.12% | −47−0.5% | Reduced |
| Gerber, LLC | 8,555 | $3.22M | 2.90% | +8,555 | New |
| VELA Investment Management, LLC | 8,578 | $3.23M | 1.31% | +17+0.2% | Added |
| Dimension Capital Management LLC | 8,588 | $3.23M | 0.67% | +4,572+113.8% | Added |
| Cora Capital Advisors LLC | 8,590 | $3.23M | 1.90% | +228+2.7% | Added |
| East Coast Asset Management, LLC. | 8,601 | $3.23M | 1.32% | −124−1.4% | Reduced |
| Merrion Investment Management Co, LLC | 8,601 | $3.23M | 2.54% | −100−1.1% | Reduced |
| Beacon Financial Advisory LLC | 8,604 | $3.24M | 1.56% | −98−1.1% | Reduced |
| Washburn Capital Management, Inc. | 8,622 | $3.24M | 2.44% | +750+9.5% | Added |
| Islay Capital Management, LLC | 8,624 | $3.24M | 2.55% | +62+0.7% | Added |
| Evolution Wealth Advisors, LLC | 8,631 | $3.25M | 0.65% | +174+2.1% | Added |
| LWM Advisory Services, LLC | 8,635 | $3.25M | 2.85% | +1,134+15.1% | Added |
| Astoria Portfolio Advisors LLC. | 8,037 | $3.26M | 1.32% | +1,143+16.6% | Added |
| Legacy Capital Wealth Partners, LLC | 8,670 | $3.26M | 0.92% | −190−2.1% | Reduced |
| Optimas Capital Ltd | 8,688 | $3.27M | 3.08% | −5,250−37.7% | Reduced |
| Landmark Financial Advisors, LLC | 8,707 | $3.27M | 1.18% | −24−0.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,716 | $3.28M | 0.85% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 8,723 | $3.28M | 3.39% | −753−7.9% | Reduced |
| Midwest Professional Planners, LTD. | 8,741 | $3.29M | 1.31% | +509+6.2% | Added |
| Dechtman Wealth Management, LLC | 8,741 | $3.29M | 0.86% | +482+5.8% | Added |
| Legacy Bridge, LLC | 8,754 | $3.29M | 2.13% | −286−3.2% | Reduced |
| Windmill Hill Asset Management Ltd | 8,757 | $3.29M | 1.92% | +8,757 | New |
| Townsend & Associates, Inc | 8,186 | $3.30M | 0.41% | −65−0.8% | Reduced |
| Sanders Morris Harris LLC | 8,807 | $3.30M | 1.62% | −4,443−33.5% | Reduced |
| Firethorn Wealth Partners, LLC | 8,793 | $3.31M | 2.17% | +790+9.9% | Added |
| Cutter & CO Brokerage, Inc. | 8,794 | $3.31M | 0.92% | −69−0.8% | Reduced |
| Forge First Asset Management Inc. | 8,800 | $3.31M | 1.67% | −6,200−41.3% | Reduced |
| Tortoise Investment Management, LLC | 8,810 | $3.31M | 0.45% | −356−3.9% | Reduced |