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; 6,248 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
- 5,216
- +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
- 2,011 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Wooster Corthell Wealth Management, Inc. | 674 | $253.6K | 0.06% | −114−14.5% | Reduced |
| Stapp Wealth Management, PLLC | 676 | $254.2K | 0.43% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,061 | $254.4K | 0.04% | −1,513−58.8% | Reduced |
| Disciplined Growth Investors Inc | 679 | $255.3K | 0.01% | −303−30.9% | Reduced |
| TCP Asset Management, LLC | 680 | $255.5K | 0.09% | +680 | New |
| Safir Wealth Advisors, LLC | 680 | $255.7K | 0.23% | 00.0% | Unchanged |
| Sage Advisors, LLC | 681 | $256.1K | 0.25% | +681 | New |
| JDM Financial Group LLC | 691 | $259.8K | 0.22% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 692 | $260.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 693 | $260.5K | 0.15% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 696 | $261.7K | 0.22% | +696 | New |
| EHP Funds Inc. | 700 | $263.2K | 0.13% | +700 | New |
| Asset Allocation Strategies LLC | 703 | $264.4K | 0.10% | +40+6.0% | Added |
| Elevate Wealth Advisory, Inc | 708 | $266.2K | 0.24% | +708 | New |
| Weybosset Research & Management LLC | 713 | $268.1K | 0.09% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 717 | $269.6K | 0.26% | −50−6.5% | Reduced |
| New England Professional Planning Group Inc. | 725 | $272.6K | 0.15% | +23+3.3% | Added |
| Life Line Wealth Management LLC | 727 | $273.5K | 0.11% | +727 | New |
| Clear Street Markets LLC | 731 | $275.0K | 0.11% | −76,258−99.1% | Reduced |
| Corepath Wealth Partners LLC | 749 | $275.5K | 0.15% | +13+1.8% | Added |
| Greenfield Seitz Capital Management, LLC | 733 | $275.6K | 0.11% | +733 | New |
| Thor Investment Management Inc | 737 | $277.1K | 0.24% | +737 | New |
| American Investment Services, Inc. | 737 | $277.1K | 0.05% | −153−17.2% | Reduced |
| Delta Accumulation, LLC | 814 | $277.2K | 3.07% | +1+0.1% | Added |
| Horizons Wealth Management | 741 | $278.6K | 0.18% | −343−31.6% | Reduced |
| Skylands Capital, LLC | 745 | $280.1K | 0.04% | −20−2.6% | Reduced |
| Oracle Alpha Inc. | 748 | $281.3K | 0.36% | +748 | New |
| Prospect Hill Management, LLC | 750 | $282.0K | 0.17% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 757 | $284.5K | 0.93% | +757 | New |
| JFG Wealth Management, LLC | 759 | $285.4K | 0.08% | +109+16.8% | Added |
| NorthLanding Financial Partners, LLC | 761 | $286.1K | 0.34% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 763 | $286.9K | 0.03% | −604−44.2% | Reduced |
| GR Financial Group, LLC | 767 | $288.3K | 0.10% | +27+3.6% | Added |
| Hibernia Wealth Partners, LLC | 767 | $288.5K | 0.22% | +548+250.2% | Added |
| Beddow Capital Management Inc | 775 | $291.0K | 0.14% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 777 | $292.2K | 0.18% | +1+0.1% | Added |
| Mycio Wealth Partners, LLC | 779 | $292.9K | 0.08% | +38+5.1% | Added |
| Pacific Wealth Management | 780 | $293.3K | 0.17% | +1+0.1% | Added |
| Eq LLC | 780 | $293.4K | 0.22% | +26+3.4% | Added |
| Lee Johnson Capital Management, LLC | 781 | $293.8K | 0.44% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 783 | $294.4K | 0.08% | +48+6.5% | Added |
| Private Wealth Group, LLC | 784 | $294.8K | 0.17% | +784 | New |
| SWP Financial LLC | 784 | $294.8K | 0.23% | +784 | New |
| Sykon Capital LLC | 786 | $295.6K | 0.12% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 789 | $296.7K | 0.20% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 810 | $299.3K | 0.16% | 00.0% | Unchanged |
| WFA Asset Management Corp | 800 | $300.9K | 0.16% | +175+28.0% | Added |
| Legacy Wealth Asset Management, LLC | 801 | $301.2K | 0.10% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 802 | $301.5K | 0.14% | +1+0.1% | Added |
| Halpern Financial, Inc. | 814 | $301.7K | 0.09% | +102+14.3% | Added |
| New Harbor Financial Group, LLC | 805 | $302.7K | 0.13% | −70−8.0% | Reduced |
| Maltin Wealth Management, Inc. | 814 | $306.1K | 0.19% | −21−2.5% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 820 | $308.4K | 0.17% | +1+0.1% | Added |
| Wexford Capital LP | 829 | $311.7K | 0.07% | −1,514−64.6% | Reduced |
| Vantage Consulting Group Inc | 836 | $314.4K | 0.21% | −142−14.5% | Reduced |
| NDWM LLC | 836 | $314.4K | 0.30% | +836 | New |
| Summit Investment Advisory Services, LLC | 845 | $317.8K | 0.20% | +845 | New |
| David Kennon Inc | 848 | $318.7K | 0.14% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $320.8K | 0.05% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 854 | $321.1K | 0.02% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 858 | $323.0K | 0.14% | −6−0.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 859 | $323.0K | 0.30% | +859 | New |
| Valued Wealth Advisors LLC | 1,024 | $323.4K | 0.30% | +1,024 | New |
| Compass Financial Group, Inc. | 863 | $324.5K | 0.18% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 863 | $324.5K | 0.17% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 864 | $324.9K | 0.16% | +864 | New |
| Dentgroup LLC | 865 | $325.1K | 0.29% | −3,628−80.7% | Reduced |
| Shariaportfolio, Inc. | 866 | $326.0K | 0.22% | −249−22.3% | Reduced |
| Threadgill Financial, LLC | 879 | $330.5K | 0.22% | +21+2.4% | Added |
| Mizuho Securities Co. Ltd. | 880 | $330.9K | 1.19% | −500−36.2% | Reduced |
| 1492 Capital Management LLC | 880 | $330.9K | 0.19% | −19−2.1% | Reduced |
| Myecfo, LLC | 881 | $331.4K | 0.21% | +32+3.8% | Added |
| Terril Brothers, Inc. | 883 | $332.0K | 0.12% | +27+3.2% | Added |
| Paradice Investment Management LLC | 883 | $332.0K | 0.04% | +883 | New |
| Ergawealth Advisors, Inc. | 888 | $333.9K | 0.21% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 894 | $336.2K | 0.21% | +199+28.6% | Added |
| Heritage Wealth Management, Inc./Texas | 896 | $336.9K | 0.24% | −712−44.3% | Reduced |
| Lam Group, Inc. | 899 | $338.1K | 0.31% | +100+12.5% | Added |
| Reinhart Partners, Inc. | 900 | $338.4K | 0.01% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $338.4K | 0.32% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 904 | $340.0K | 0.12% | −90−9.1% | Reduced |
| Leverty Financial Group, LLC | 904 | $340.1K | 0.22% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 906 | $340.9K | 0.29% | +906 | New |
| Fulcrum Equity Management | 908 | $341.5K | 0.42% | +216+31.2% | Added |
| Praetorian Wealth Management, Inc. | 909 | $341.8K | 0.10% | +909 | New |
| Strid Group, LLC | 911 | $342.6K | 0.07% | +150+19.7% | Added |
| Lee Financial Group Hawaii, Inc. | 920 | $345.9K | 0.29% | +1+0.1% | Added |
| Alethea Capital Management, LLC | 925 | $347.8K | 0.40% | 00.0% | Unchanged |
| Sicart Associates LLC | 926 | $348.2K | 0.13% | +26+2.9% | Added |
| Ridgepath Capital Management LLC | 933 | $350.8K | 0.67% | +933 | New |
| Gagnon Securities LLC | 937 | $352.3K | 0.08% | −17−1.8% | Reduced |
| Aspect Partners, LLC | 939 | $353.1K | 0.23% | +939 | New |
| Strategic Point Investment Advisors, LLC | 939 | $353.1K | 0.07% | −129−12.1% | Reduced |
| Diametric Capital, LP | 945 | $355.4K | 0.22% | +70+8.0% | Added |
| Arrien Investments, Inc. | 946 | $355.7K | 0.31% | −353−27.2% | Reduced |
| Solano Wealth Management, Inc. | 946 | $355.7K | 0.21% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 947 | $356.1K | 0.18% | −321−25.3% | Reduced |
| Otter Creek Advisors, LLC | 950 | $357.0K | 0.31% | −11,700−92.5% | Reduced |
| Custos Family Office, LLC | 950 | $357.1K | 0.19% | +15+1.6% | Added |
| Socha Financial Group, LLC | 955 | $359.2K | 0.17% | +13+1.4% | Added |