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 |
|---|---|---|---|---|---|
| TMD Wealth Management, LLC | 9,829 | $3.70M | 0.96% | −284−2.8% | Reduced |
| First Trust Investment Solutions L.P. | 9,829 | $3.70M | 0.77% | +9,829 | New |
| Accuvest Global Advisors | 9,842 | $3.70M | 3.95% | −1,492−13.2% | Reduced |
| Carson Advisory Inc. | 9,851 | $3.70M | 2.88% | −70−0.7% | Reduced |
| Financial Council Asset Management Inc | 9,861 | $3.71M | 2.49% | +326+3.4% | Added |
| Cypress Wealth Services, LLC | 9,861 | $3.71M | 0.92% | +188+1.9% | Added |
| Register Financial Advisors LLC | 9,870 | $3.71M | 2.48% | +708+7.7% | Added |
| Braun-Bostich & Associates Inc. | 9,891 | $3.72M | 3.36% | +3,402+52.4% | Added |
| Ledge Wealth Management, Inc. | 9,891 | $3.72M | 1.45% | −1,110−10.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 9,200 | $3.73M | 2.74% | +301+3.4% | Added |
| Patrick M Sweeney & Associates, Inc | 9,931 | $3.73M | 3.42% | +9,931 | New |
| Cascade Investment Group, Inc. | 9,939 | $3.74M | 3.02% | +2,181+28.1% | Added |
| Landaas & Co | 9,939 | $3.74M | 1.39% | −131−1.3% | Reduced |
| Oak Asset Management, LLC | 9,951 | $3.74M | 1.49% | −50−0.5% | Reduced |
| Omnia Family Wealth, LLC | 9,962 | $3.75M | 1.92% | +635+6.8% | Added |
| United Fire Group Inc | 10,000 | $3.76M | 6.83% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 10,000 | $3.76M | 1.96% | 00.0% | Unchanged |
| Robinswood Financial LLC | 10,010 | $3.76M | 1.63% | −36−0.4% | Reduced |
| Kapstone Financial Advisors LLC | 9,298 | $3.76M | 2.95% | +484+5.5% | Added |
| JPL Wealth Management, LLC | 10,031 | $3.77M | 2.72% | +10,031 | New |
| Prentice Wealth Management LLC | 10,035 | $3.77M | 1.47% | +318+3.3% | Added |
| Sonen Capital LLC | 10,047 | $3.78M | 7.16% | −85−0.8% | Reduced |
| Hillsdale Investment Management Inc. | 10,049 | $3.78M | 0.31% | +60+0.6% | Added |
| Prosperitas Financial LLC | 10,066 | $3.78M | 2.79% | +957+10.5% | Added |
| Flynn Zito Capital Management, LLC | 10,066 | $3.79M | 2.55% | +94+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 10,072 | $3.79M | 0.53% | +542+5.7% | Added |
| CastleKnight Management LP | 10,075 | $3.79M | 0.61% | +7,600+307.1% | Added |
| KC Investment Advisors, LLC | 10,082 | $3.79M | 2.28% | −558−5.2% | Reduced |
| MRP Capital Investments, LLC | 10,088 | $3.79M | 4.09% | −11,338−52.9% | Reduced |
| Northcape Capital Pty Ltd | 10,101 | $3.80M | 0.45% | −369−3.5% | Reduced |
| Knightsbridge Asset Management, LLC | 10,121 | $3.81M | 1.08% | +109+1.1% | Added |
| New Jersey Better Educational Savings Trust | 10,124 | $3.81M | 8.03% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 10,135 | $3.81M | 1.40% | +240+2.4% | Added |
| Elevated Capital Advisors, LLC | 10,142 | $3.81M | 1.19% | +244+2.5% | Added |
| CoreFirst Bank & Trust | 10,146 | $3.82M | 2.54% | −662−6.1% | Reduced |
| Running Point Capital Advisors, LLC | 10,159 | $3.82M | 1.86% | −39−0.4% | Reduced |
| TSFG, LLC | 10,166 | $3.82M | 1.21% | −91−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 10,168 | $3.82M | 1.61% | −424−4.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 10,179 | $3.83M | 1.83% | +1,112+12.3% | Added |
| CCG Wealth Management, LLC | 10,179 | $3.83M | 2.57% | −10,360−50.4% | Reduced |
| Ellenbecker Investment Group | 10,180 | $3.83M | 0.89% | −332−3.2% | Reduced |
| Barrett & Company, Inc. | 10,197 | $3.83M | 2.08% | −500−4.7% | Reduced |
| Financial Strategies Group, Inc. | 9,548 | $3.84M | 1.10% | +1,129+13.4% | Added |
| Signature Wealth Management Partners, LLC | 10,230 | $3.85M | 3.37% | +17+0.2% | Added |
| 17 Capital Partners, LLC | 10,239 | $3.85M | 3.54% | +10,239 | New |
| Asset Management Group, Inc. | 10,254 | $3.86M | 0.77% | −78−0.8% | Reduced |
| Swisher Financial Concepts, Inc. | 9,919 | $3.86M | 3.71% | +9,919 | New |
| Satovsky Asset Management LLC | 10,277 | $3.86M | 1.20% | +19+0.2% | Added |
| Greenline Partners, LLC | 10,298 | $3.87M | 0.66% | −8,907−46.4% | Reduced |
| MWA Asset Management | 10,301 | $3.87M | 3.20% | −72−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,302 | $3.87M | 1.75% | +396+4.0% | Added |
| Worth Asset Management, LLC | 10,310 | $3.88M | 2.77% | +5,871+132.3% | Added |
| Etesian Wealth Advisors, Inc. | 10,337 | $3.88M | 2.33% | +25+0.2% | Added |
| Peninsula Wealth, LLC | 10,316 | $3.88M | 0.80% | +233+2.3% | Added |
| McAlister, Sweet & Associates, Inc. | 10,321 | $3.88M | 3.61% | +386+3.9% | Added |
| Truvestments Capital LLC | 10,330 | $3.88M | 1.75% | −7−0.1% | Reduced |
| RF&L Wealth Management, LLC | 10,335 | $3.89M | 3.23% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 10,352 | $3.89M | 2.57% | +58+0.6% | Added |
| Legacy Advisory Services, LLC | 10,380 | $3.90M | 4.12% | +10,380 | New |
| Caldwell Sutter Capital, Inc. | 10,383 | $3.90M | 1.98% | −359−3.3% | Reduced |
| Sym Financial Corp | 10,393 | $3.91M | 0.63% | +1,179+12.8% | Added |
| Norris Financial Group, LLC | 10,426 | $3.92M | 2.38% | +147+1.4% | Added |
| Financial Sense Advisors, Inc. | 10,431 | $3.92M | 1.48% | +61+0.6% | Added |
| Brooktree Capital Management | 10,447 | $3.93M | 3.17% | −27−0.3% | Reduced |
| Sierra Capital LLC | 10,484 | $3.94M | 0.58% | −1,587−13.1% | Reduced |
| Olstein Capital Management, L.P. | 10,500 | $3.95M | 0.67% | −2,500−19.2% | Reduced |
| Aire Advisors, LLC | 10,489 | $3.95M | 0.98% | −159−1.5% | Reduced |
| Signature Wealth Management Group | 10,513 | $3.95M | 1.83% | +10,513 | New |
| Alesco Advisors LLC | 10,515 | $3.95M | 0.14% | +536+5.4% | Added |
| Second Line Capital, LLC | 10,516 | $3.95M | 1.58% | +10,516 | New |
| Benchmark Financial Wealth Advisors, LLC | 10,520 | $3.96M | 1.70% | +87+0.8% | Added |
| Access Financial Services, Inc. | 10,524 | $3.96M | 2.04% | −657−5.9% | Reduced |
| CKW Financial Group | 10,540 | $3.96M | 0.55% | −198−1.8% | Reduced |
| BIP Wealth, LLC | 10,540 | $3.96M | 0.31% | +330+3.2% | Added |
| Parametrica Management Ltd | 10,550 | $3.97M | 6.51% | −2,392−18.5% | Reduced |
| Arcataur Capital Management LLC | 10,560 | $3.97M | 1.51% | −134−1.3% | Reduced |
| Ionic Capital Management LLC | 10,569 | $3.97M | 1.89% | +8,813+501.9% | Added |
| CM Wealth Advisors LLC | 10,583 | $3.98M | 1.71% | −204−1.9% | Reduced |
| GEM Asset Management, LLC | 10,583 | $3.98M | 2.76% | +102+1.0% | Added |
| BTG Pactual Global Asset Management Ltd | 10,598 | $3.99M | 2.38% | +938+9.7% | Added |
| Baker Boyer National Bank | 10,606 | $3.99M | 1.47% | −21−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,624 | $4.00M | 0.75% | +3,580+50.8% | Added |
| Meadow Creek Wealth Advisors LLC | 10,630 | $4.00M | 3.89% | +10,630 | New |
| Sachetta, LLC | 10,632 | $4.00M | 1.90% | +10,632 | New |
| HF Advisory Group, LLC | 10,655 | $4.01M | 2.56% | +1,458+15.9% | Added |
| Clear Rock Advisors, LLC | 9,534 | $4.01M | 1.81% | +9,534 | New |
| Commons Capital, LLC | 10,663 | $4.01M | 6.32% | −252−2.3% | Reduced |
| River Street Advisors LLC | 10,665 | $4.01M | 3.20% | +30+0.3% | Added |
| Ullmann Financial Group, Inc. | 10,675 | $4.01M | 0.66% | +1,906+21.7% | Added |
| Sutton Place Investors LLC | 10,677 | $4.01M | 2.91% | +7,585+245.3% | Added |
| Keene & Associates, Inc. | 10,704 | $4.02M | 3.34% | −541−4.8% | Reduced |
| RW Investment Management LLC | 10,710 | $4.03M | 0.61% | −889−7.7% | Reduced |
| Exchange Bank | 10,713 | $4.03M | 3.49% | −775−6.7% | Reduced |
| Calton & Associates, Inc. | 10,717 | $4.03M | 1.62% | +5,230+95.3% | Added |
| Towercrest Capital Management | 10,722 | $4.03M | 0.72% | +89+0.8% | Added |
| Source Financial Advisors LLC | 10,727 | $4.03M | 1.25% | +32+0.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,728 | $4.03M | 1.82% | +190+1.8% | Added |
| Florida Financial Advisors, LLC | 20,889 | $4.03M | 3.74% | +20,889 | New |
| WR Wealth Planners, LLC | 10,741 | $4.04M | 1.50% | +155+1.5% | Added |
| Dover Advisors, LLC | 10,779 | $4.05M | 5.33% | −4,105−27.6% | Reduced |