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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Wormser Freres Gestion | 8,871 | $3.31M | 2.69% | +8,871 | New |
| Delta Capital Management LLC | 8,830 | $3.32M | 2.32% | −10−0.1% | Reduced |
| VERITY Wealth Advisors | 8,829 | $3.32M | 2.85% | 00.0% | Unchanged |
| Gould Asset Management LLC | 8,841 | $3.32M | 0.86% | +125+1.4% | Added |
| Red Wave Investments LLC | 8,844 | $3.33M | 1.31% | −5−0.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 8,860 | $3.33M | 3.33% | −40−0.4% | Reduced |
| Falcon Wealth Planning | 8,861 | $3.33M | 0.58% | +3,065+52.9% | Added |
| Guerra Pan Advisors, LLC | 8,869 | $3.34M | 3.18% | +200+2.3% | Added |
| Vanderbilt University | 8,887 | $3.34M | 0.84% | +2,539+40.0% | Added |
| Goepper Burkhardt LLC | 7,952 | $3.34M | 1.66% | +657+9.0% | Added |
| Evergreen Wealth Management, LLC | 8,916 | $3.35M | 2.47% | +128+1.5% | Added |
| Aft, Forsyth & Sober, LLC | 8,925 | $3.36M | 1.29% | +1,000+12.6% | Added |
| Evergreen Wealth Solutions, LLC | 8,953 | $3.37M | 2.88% | −497−5.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 8,962 | $3.37M | 2.01% | −660−6.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,977 | $3.38M | 0.42% | +14+0.2% | Added |
| Northern Financial Advisors Inc | 8,977 | $3.38M | 2.84% | +373+4.3% | Added |
| Ti-Trust, Inc | 9,000 | $3.38M | 2.99% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 9,002 | $3.38M | 0.82% | −295−3.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,006 | $3.39M | 2.31% | +96+1.1% | Added |
| Zimmermann Investment Management & Planning LLC | 9,013 | $3.39M | 1.39% | +509+6.0% | Added |
| MinichMacGregor Wealth Management, LLC | 9,030 | $3.40M | 0.98% | +1,501+19.9% | Added |
| Sunburst Financial Group, LLC | 9,031 | $3.40M | 1.05% | +1,081+13.6% | Added |
| Horizon Kinetics Asset Management LLC | 9,035 | $3.40M | 0.07% | −166−1.8% | Reduced |
| Indie Asset Partners, LLC | 9,040 | $3.40M | 3.07% | −48−0.5% | Reduced |
| Abacus Wealth Partners, LLC | 9,041 | $3.40M | 0.57% | −1,544−14.6% | Reduced |
| Lodestar Private Asset Management LLC | 9,043 | $3.40M | 0.52% | −1,055−10.4% | Reduced |
| Caliber Wealth Management, LLC | 9,057 | $3.41M | 2.00% | +169+1.9% | Added |
| Monte Financial Group, LLC | 9,070 | $3.41M | 1.59% | −35−0.4% | Reduced |
| WP Advisors, LLC | 9,077 | $3.41M | 1.26% | +262+3.0% | Added |
| Berkeley, Inc | 9,121 | $3.43M | 2.16% | −242−2.6% | Reduced |
| Marshall Financial Group LLC | 9,130 | $3.43M | 1.11% | −289−3.1% | Reduced |
| Parkside Investments, LLC | 8,422 | $3.44M | 0.58% | −500−5.6% | Reduced |
| Grace & White Inc | 9,150 | $3.44M | 0.60% | 00.0% | Unchanged |
| Laraway Financial Inc | 9,151 | $3.44M | 3.27% | −215−2.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,159 | $3.44M | 1.67% | −798−8.0% | Reduced |
| Wagner Wealth Management, LLC | 9,178 | $3.45M | 1.16% | +291+3.3% | Added |
| Pointe Capital Management LLC | 9,181 | $3.45M | 2.40% | +233+2.6% | Added |
| Invenio Wealth Partners LLC | 9,206 | $3.46M | 2.50% | −146−1.6% | Reduced |
| Midwest Financial Group LLC | 9,212 | $3.46M | 2.59% | +304+3.4% | Added |
| Mayport, LLC | 9,220 | $3.47M | 1.58% | −618−6.3% | Reduced |
| Argus Investors' Counsel, Inc. | 9,234 | $3.47M | 2.23% | −179−1.9% | Reduced |
| Hoxton Planning & Management, LLC | 9,248 | $3.48M | 1.84% | +466+5.3% | Added |
| West Paces Advisors Inc. | 9,247 | $3.48M | 0.98% | −21−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,268 | $3.49M | 0.67% | −1,779−16.1% | Reduced |
| Barden Capital Management, Inc. | 10,754 | $3.49M | 2.84% | +1,577+17.2% | Added |
| Luts & Greenleigh Group, Inc | 9,273 | $3.49M | 4.40% | −43−0.5% | Reduced |
| FFT Wealth Management LLC | 9,278 | $3.49M | 0.30% | +1,174+14.5% | Added |
| Pathway Financial Advisers, LLC | 9,293 | $3.49M | 1.33% | +96+1.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,318 | $3.50M | 0.38% | +697+8.1% | Added |
| LJI Wealth Management, LLC | 9,321 | $3.51M | 0.91% | +925+11.0% | Added |
| Indiana Trust & Investment Management CO | 9,323 | $3.51M | 1.58% | −231−2.4% | Reduced |
| Focused Wealth Management, Inc | 9,344 | $3.51M | 0.58% | −59−0.6% | Reduced |
| Garda Capital Partners LP | 9,351 | $3.52M | 1.79% | −2,874−23.5% | Reduced |
| Werba Rubin Papier Wealth Management | 9,367 | $3.52M | 1.20% | −175−1.8% | Reduced |
| Insight Inv LLC | 9,377 | $3.53M | 3.46% | 00.0% | Unchanged |
| Apeiron RIA LLC | 9,378 | $3.53M | 1.10% | +666+7.6% | Added |
| Intrinsic Value Partners, LLC | 9,402 | $3.54M | 4.12% | −25−0.3% | Reduced |
| Advance Capital Management, Inc. | 9,408 | $3.54M | 0.28% | −550−5.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 9,412 | $3.54M | 0.80% | +96+1.0% | Added |
| Garner Asset Management Corp | 8,577 | $3.54M | 1.80% | −686−7.4% | Reduced |
| Paragon Financial Partners, Inc. | 9,443 | $3.55M | 3.41% | −20.0% | Reduced |
| Conway Capital Management, Inc. | 9,450 | $3.55M | 2.29% | −110−1.2% | Reduced |
| Tyler-Stone Wealth Management | 9,473 | $3.56M | 1.79% | +547+6.1% | Added |
| Woodard & Co Asset Management Group Inc | 9,475 | $3.56M | 1.04% | −567−5.6% | Reduced |
| HT Partners LLC | 9,480 | $3.56M | 1.42% | −17−0.2% | Reduced |
| Riverpark Capital Management LLC | 9,481 | $3.57M | 5.45% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 9,495 | $3.57M | 2.88% | +242+2.6% | Added |
| IAM Advisory, LLC | 9,509 | $3.58M | 1.12% | +163+1.7% | Added |
| GoalVest Advisory LLC | 9,515 | $3.58M | 1.57% | −130−1.3% | Reduced |
| Alta Wealth Advisors LLC | 9,523 | $3.58M | 2.00% | +158+1.7% | Added |
| IMPACTfolio, LLC | 9,542 | $3.59M | 2.33% | +1,645+20.8% | Added |
| Capitol Family Office, Inc. | 9,566 | $3.60M | 6.06% | −1,226−11.4% | Reduced |
| Alliance Wealth Advisors, LLC | 9,567 | $3.60M | 2.38% | −387−3.9% | Reduced |
| Fairbanks Capital Management, Inc. | 9,567 | $3.60M | 2.57% | +349+3.8% | Added |
| Independent Wealth Network Inc. | 9,578 | $3.60M | 1.89% | +1,144+13.6% | Added |
| Retirement Planning Group | 9,585 | $3.60M | 0.32% | +258+2.8% | Added |
| Clarity Wealth Advisors, LLC | 9,585 | $3.60M | 1.36% | +148+1.6% | Added |
| Menard Financial Group LLC | 9,587 | $3.61M | 4.48% | +900+10.4% | Added |
| Goldstein Advisors, LLC | 9,594 | $3.61M | 0.61% | +415+4.5% | Added |
| MBA Advisors LLC | 9,603 | $3.61M | 2.01% | +246+2.6% | Added |
| Pring Turner Capital Group Inc | 9,620 | $3.62M | 2.77% | −339−3.4% | Reduced |
| Libra Wealth LLC | 9,622 | $3.62M | 1.80% | −138−1.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,646 | $3.63M | 3.20% | −316−3.2% | Reduced |
| Leibman Financial Services, Inc. | 9,655 | $3.63M | 3.03% | +9,655 | New |
| Boomfish Wealth Group, LLC | 9,658 | $3.63M | 2.62% | +9,658 | New |
| Herr Investment Group LLC | 9,661 | $3.63M | 0.97% | +310+3.3% | Added |
| Integrity Financial Corp | 9,665 | $3.63M | 2.63% | −15−0.2% | Reduced |
| Resource Consulting Group Inc | 9,667 | $3.64M | 0.62% | −1,661−14.7% | Reduced |
| Rbo & Co LLC | 9,670 | $3.64M | 0.62% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 9,680 | $3.64M | 2.63% | +312+3.3% | Added |
| Flaharty Asset Management, LLC | 9,681 | $3.64M | 0.58% | +267+2.8% | Added |
| Unique Wealth Strategies, LLC | 9,683 | $3.64M | 2.43% | +9,683 | New |
| Cross Staff Investments Inc | 9,740 | $3.66M | 3.24% | +878+9.9% | Added |
| Cardinal Strategic Wealth Guidance | 9,749 | $3.66M | 1.46% | −935−8.8% | Reduced |
| Guidance Capital, Inc | 9,903 | $3.67M | 1.46% | +104+1.1% | Added |
| Tributary Capital Management, LLC | 9,798 | $3.68M | 0.31% | +520+5.6% | Added |
| Shay Capital LLC | 9,800 | $3.69M | 1.43% | −58,114−85.6% | Reduced |
| Lumbard & Kellner, LLC | 9,805 | $3.69M | 2.13% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 9,814 | $3.69M | 1.36% | −2,718−21.7% | Reduced |
| Affinity Capital Advisors, LLC | 9,821 | $3.69M | 0.90% | −100−1.0% | Reduced |