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 |
|---|---|---|---|---|---|
| Left Brain Wealth Management, LLC | 10,785 | $4.06M | 2.34% | +265+2.5% | Added |
| Five Oceans Advisors | 10,791 | $4.06M | 2.27% | +13+0.1% | Added |
| Delphi Financial Group, Inc. | 10,800 | $4.06M | 2.38% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10,804 | $4.06M | 2.57% | +235+2.2% | Added |
| Diversified Investment Strategies, LLC | 10,811 | $4.07M | 2.98% | −420−3.7% | Reduced |
| PFW Advisors LLC | 10,815 | $4.07M | 1.30% | +503+4.9% | Added |
| Game Creek Capital, LP | 10,825 | $4.07M | 2.34% | −650−5.7% | Reduced |
| Proffitt & Goodson Inc | 10,833 | $4.07M | 0.76% | −247−2.2% | Reduced |
| Renasant Bank | 10,844 | $4.08M | 3.25% | −1,475−12.0% | Reduced |
| Blackhawk Capital Partners LLC. | 10,844 | $4.08M | 2.76% | +67+0.6% | Added |
| Point72 Europe (London) LLP | 10,869 | $4.09M | 0.51% | +10,869 | New |
| Opal Wealth Advisors, LLC | 10,874 | $4.09M | 1.61% | −1,087−9.1% | Reduced |
| Mainsail Financial Group, LLC | 10,531 | $4.10M | 3.18% | +1,363+14.9% | Added |
| Sterling Investment Management, Inc. | 10,913 | $4.10M | 3.01% | −60−0.5% | Reduced |
| Wulff, Hansen & Co. | 10,927 | $4.11M | 4.56% | −320−2.8% | Reduced |
| Driehaus Capital Management LLC | 10,927 | $4.11M | 0.05% | +889+8.9% | Added |
| Ifrah Financial Services, Inc. | 10,928 | $4.11M | 1.21% | −715−6.1% | Reduced |
| West Bancorporation Inc | 10,929 | $4.11M | 2.65% | −362−3.2% | Reduced |
| Tsai Capital Corp | 10,931 | $4.11M | 3.77% | −712−6.1% | Reduced |
| Northstar Group, Inc. | 10,945 | $4.12M | 0.89% | −61−0.6% | Reduced |
| Alternative Investment Advisors, LLC. | 10,971 | $4.13M | 2.68% | −643−5.5% | Reduced |
| Semus Wealth Partners LLC | 10,989 | $4.13M | 3.39% | +121+1.1% | Added |
| Taylor Hoffman Wealth Management | 11,016 | $4.14M | 1.87% | −20−0.2% | Reduced |
| Investment Advisory Group, LLC | 11,019 | $4.14M | 1.90% | −27−0.2% | Reduced |
| Nvest Financial, LLC | 11,032 | $4.15M | 3.26% | +368+3.5% | Added |
| Rockingstone Advisors LLC | 11,037 | $4.15M | 2.33% | −2,891−20.8% | Reduced |
| Advanced Portfolio Management, LLC | 11,068 | $4.16M | 4.38% | −8,801−44.3% | Reduced |
| Patriot Investment Management Inc. | 11,073 | $4.16M | 0.36% | −557−4.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,076 | $4.17M | 0.68% | +4,948+80.7% | Added |
| Wealthstream Advisors, Inc. | 11,092 | $4.17M | 1.72% | +1,778+19.1% | Added |
| Front Street Capital Management, Inc. | 11,096 | $4.17M | 0.83% | −110−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 11,111 | $4.18M | 2.97% | −218−1.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 11,113 | $4.18M | 3.18% | +11,113 | New |
| Cladis Investment Advisory, LLC | 12,415 | $4.18M | 3.28% | +1,275+11.4% | Added |
| Purus Wealth Management, LLC | 11,118 | $4.18M | 2.42% | +371+3.5% | Added |
| Well Done, LLC | 11,127 | $4.18M | 0.82% | +512+4.8% | Added |
| Counterweight Ventures, LLC | 11,144 | $4.19M | 3.81% | +11,144 | New |
| Argent Advisors, Inc. | 11,181 | $4.20M | 1.84% | −710−6.0% | Reduced |
| Fermata Advisors, LLC | 11,197 | $4.21M | 1.00% | −521−4.4% | Reduced |
| tru Independence LLC | 11,200 | $4.21M | 1.28% | −25−0.2% | Reduced |
| Gables Capital Management Inc. | 11,203 | $4.21M | 2.62% | −140−1.2% | Reduced |
| Ewa, LLC | 10,252 | $4.22M | 2.06% | +8,013+357.9% | Added |
| Robbins Farley LLC | 11,226 | $4.22M | 2.65% | −1,300−10.4% | Reduced |
| Schear Investment Advisers, LLC | 11,228 | $4.22M | 4.07% | +76+0.7% | Added |
| Pictet Bank & Trust Ltd | 11,245 | $4.23M | 4.28% | −946−7.8% | Reduced |
| Carr Financial Group Corp | 11,249 | $4.23M | 1.57% | −45−0.4% | Reduced |
| Bigelow Investment Advisors, LLC | 11,267 | $4.24M | 2.29% | −543−4.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,278 | $4.24M | 1.73% | −404−3.5% | Reduced |
| First National Bank | 11,278 | $4.24M | 3.35% | −224−1.9% | Reduced |
| Permanens Capital L.P. | 11,295 | $4.25M | 0.83% | +145+1.3% | Added |
| Zimmer Partners, LP | 11,300 | $4.25M | 0.16% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 11,315 | $4.25M | 0.08% | −565−4.8% | Reduced |
| Quad-Cities Investment Group, LLC | 11,364 | $4.26M | 2.63% | −471−4.0% | Reduced |
| Madden Securities Corp | 11,328 | $4.26M | 2.26% | −270−2.3% | Reduced |
| Bouchey Financial Group Ltd | 11,335 | $4.26M | 0.46% | +292+2.6% | Added |
| MB, Levis & Associates, LLC | 11,338 | $4.26M | 2.44% | +30.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 11,341 | $4.26M | 4.07% | +187+1.7% | Added |
| Hamilton Capital, LLC | 11,343 | $4.27M | 0.34% | −1,871−14.2% | Reduced |
| Vigilare Wealth Management | 11,344 | $4.27M | 2.20% | +6+0.1% | Added |
| Smith Shellnut Wilson LLC | 11,349 | $4.27M | 2.45% | +40+0.4% | Added |
| One Wealth Advisors, LLC | 11,353 | $4.27M | 0.82% | +34+0.3% | Added |
| JFS Wealth Advisors, LLC | 11,412 | $4.29M | 0.36% | +359+3.2% | Added |
| Oxinas Partners Wealth Management LLC | 11,427 | $4.30M | 3.05% | −3,590−23.9% | Reduced |
| Proathlete Wealth Management LLC | 11,475 | $4.32M | 2.55% | +11,475 | New |
| D.B. Root & Company, LLC | 11,512 | $4.33M | 1.57% | −305−2.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 11,514 | $4.33M | 4.15% | +11,514 | New |
| Tilia Fiduciary Partners, Inc. | 11,528 | $4.33M | 4.03% | +20+0.2% | Added |
| Redwood Wealth Management Group, LLC | 11,534 | $4.34M | 4.81% | +95+0.8% | Added |
| New Century Financial Group, LLC | 11,536 | $4.34M | 3.75% | +11,536 | New |
| Burt Wealth Advisors | 11,543 | $4.34M | 1.24% | −500−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 11,550 | $4.34M | 2.19% | +284+2.5% | Added |
| Redmond Asset Management, LLC | 11,572 | $4.35M | 1.40% | +152+1.3% | Added |
| Affiance Financial, LLC | 11,601 | $4.36M | 1.27% | +1,030+9.7% | Added |
| PBMares Wealth Management LLC | 11,610 | $4.37M | 1.31% | +107+0.9% | Added |
| Gilbert & Cook, Inc. | 11,651 | $4.38M | 0.62% | +2,098+22.0% | Added |
| Cacti Asset Management LLC | 11,720 | $4.38M | 0.38% | 00.0% | Unchanged |
| LongView Wealth Management | 11,670 | $4.39M | 1.96% | +11,670 | New |
| TFB Advisors LLC | 11,680 | $4.39M | 2.25% | +11,680 | New |
| Emerald Advisors, LLC | 11,685 | $4.39M | 0.84% | +57+0.5% | Added |
| Ssi Investment Management LLC | 11,688 | $4.40M | 0.33% | −30−0.3% | Reduced |
| Adams Wealth Management | 11,691 | $4.40M | 1.30% | −131−1.1% | Reduced |
| Horizon Wealth Management, LLC | 11,698 | $4.40M | 1.22% | +249+2.2% | Added |
| Evernest Financial Advisors, LLC | 11,714 | $4.40M | 2.23% | +11,714 | New |
| Vivid Wealth Management, LLC | 11,716 | $4.41M | 2.99% | +11,716 | New |
| Compass Wealth Management LLC | 11,719 | $4.41M | 1.23% | −255−2.1% | Reduced |
| Todd Asset Management LLC | 11,723 | $4.41M | 0.10% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 11,752 | $4.42M | 1.10% | +1,379+13.3% | Added |
| Virginia Wealth Management Group, Inc. | 11,756 | $4.42M | 3.86% | −7,590−39.2% | Reduced |
| Schulhoff & Co Inc | 11,770 | $4.43M | 2.11% | −47−0.4% | Reduced |
| Bain Capital Public Equity, LP | 11,771 | $4.43M | 3.54% | −8,152−40.9% | Reduced |
| Coston, McIsaac & Partners | 11,781 | $4.43M | 1.54% | +172+1.5% | Added |
| Garden State Investment Advisory Services LLC | 11,781 | $4.43M | 1.81% | +428+3.8% | Added |
| Terra Nova Asset Management LLC | 11,804 | $4.44M | 3.89% | +66+0.6% | Added |
| Wedge Capital Management L L P | 11,820 | $4.44M | 0.08% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 11,853 | $4.46M | 1.66% | −279−2.3% | Reduced |
| Sound Income Strategies, LLC | 11,881 | $4.47M | 0.37% | +1,104+10.2% | Added |
| Hikari Tsushin, Inc. | 11,889 | $4.47M | 0.41% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 11,914 | $4.48M | 2.47% | −4,239−26.2% | Reduced |
| James J. Burns & Company, LLC | 11,920 | $4.48M | 1.07% | −1,156−8.8% | Reduced |
| Arvest Trust Co N A | 11,923 | $4.48M | 0.27% | +908+8.2% | Added |