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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 958 | $360.0K | 0.18% | −162−14.5% | Reduced |
| Clarity Capital Advisors, LLC | 974 | $366.3K | 0.32% | +974 | New |
| Cardinal Point Capital Management, ULC | 980 | $368.5K | 0.09% | −315−24.3% | Reduced |
| Seaside Wealth Management, Inc. | 981 | $368.9K | 0.17% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 982 | $369.1K | 0.18% | −34−3.3% | Reduced |
| Core Wealth Management, Inc. | 982 | $369.3K | 0.18% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 984 | $370.1K | 0.31% | 00.0% | Unchanged |
| Envoi LLC | 1,175 | $371.0K | 1.28% | 00.0% | Unchanged |
| Marmo Financial Group, LLC | 987 | $371.2K | 0.28% | +27+2.8% | Added |
| Disciplined Equity Management, Inc. | 996 | $374.5K | 0.26% | +566+131.6% | Added |
| WJ Interests, LLC | 997 | $374.9K | 0.24% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 999 | $375.7K | 0.29% | −14−1.4% | Reduced |
| Alpha Square Group S, LLC | 1,000 | $376.0K | 0.44% | 00.0% | Unchanged |
| Black Swift Group, LLC | 1,002 | $376.8K | 0.11% | −9,735−90.7% | Reduced |
| Hyperion Capital Advisors LP | 1,007 | $378.7K | 0.20% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,010 | $379.8K | 0.25% | +34+3.5% | Added |
| Afg Fiduciary Services Limited Partnership | 1,014 | $379.9K | 0.31% | −140−12.1% | Reduced |
| Tidemark, LLC | 1,013 | $381.0K | 0.24% | +1,013 | New |
| Sunesis Advisors, LLC | 1,017 | $382.4K | 0.23% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 1,019 | $383.2K | 0.29% | +7+0.7% | Added |
| Cardinal Capital Management, Inc. | 1,023 | $384.7K | 0.02% | +7+0.7% | Added |
| Laurel Wealth Planning LLC | 1,024 | $385.0K | 0.27% | +13+1.3% | Added |
| Del-Sette Capital Management, LLC | 1,025 | $385.3K | 0.34% | −20−1.9% | Reduced |
| Brave Warrior Advisors, LLC | 1,025 | $385.4K | 0.01% | −200−16.3% | Reduced |
| Emergent Wealth Advisors, LLC | 1,027 | $386.1K | 0.36% | +1,027 | New |
| Stephen J. Garry & Associates, LLC | 1,029 | $386.9K | 0.43% | +1,029 | New |
| Saybrook Capital | 1,028 | $387.0K | 0.11% | −24−2.3% | Reduced |
| Connolly Sarah T. | 1,035 | $389.2K | 35.15% | −30,928−96.8% | Reduced |
| Mills Wealth Advisors LLC | 1,039 | $390.6K | 0.30% | +4+0.4% | Added |
| Sciencast Management LP | 1,039 | $390.7K | 0.21% | −1,442−58.1% | Reduced |
| Johnson Financial Group, LLC | 1,041 | $391.7K | 0.05% | −1−0.1% | Reduced |
| Bull Oak Capital, LLC | 1,043 | $392.3K | 0.10% | 00.0% | Unchanged |
| Outfitter Financial LLC | 1,052 | $395.6K | 0.35% | −57−5.1% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,052 | $395.6K | 0.20% | +276+35.6% | Added |
| Cutler Capital Management, LLC | 1,052 | $395.8K | 0.16% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,053 | $396.0K | 0.22% | −10−0.9% | Reduced |
| Simplify Asset Management Inc. | 1,053 | $396.0K | 0.06% | +53+5.3% | Added |
| GenWealth Group, Inc. | 1,061 | $399.0K | 0.11% | +354+50.1% | Added |
| Magnolia Wealth Management, LLC | 1,063 | $399.9K | 0.34% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,067 | $401.0K | 0.15% | +56+5.5% | Added |
| TAGStone Capital, Inc. | 1,069 | $402.0K | 0.26% | −24−2.2% | Reduced |
| Ehrlich Financial Group | 1,072 | $402.9K | 0.40% | +1,072 | New |
| Retirement Financial Solutions, LLC | 1,072 | $403.0K | 0.23% | +1,072 | New |
| Triune Financial Partners, LLC | 1,076 | $404.7K | 0.15% | +55+5.4% | Added |
| Traction Financial Partners, LLC | 1,084 | $407.6K | 0.27% | +1,084 | New |
| IvyRock Asset Management (HK) Ltd | 1,090 | $409.9K | 0.20% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 1,092 | $410.6K | 0.32% | +1,092 | New |
| Roth Financial Partners LLC | 1,094 | $411.4K | 0.21% | +594+118.8% | Added |
| Forum Private Client Group LLC | 1,097 | $412.5K | 0.22% | +1,097 | New |
| DSC Advisors, L.P. | 1,102 | $414.4K | 0.70% | −77−6.5% | Reduced |
| Shared Vision Wealth Group LLC | 1,103 | $414.7K | 0.28% | +1,103 | New |
| Lountzis Asset Management, LLC | 1,103 | $414.8K | 0.23% | +140+14.5% | Added |
| Ellerson Group Inc | 1,106 | $415.9K | 0.36% | +20+1.8% | Added |
| Prairieview Wealth Partners, LLC | 1,111 | $417.8K | 0.42% | +1,111 | New |
| Guardian Wealth Advisors, LLC | 1,112 | $418.2K | 0.29% | −68−5.8% | Reduced |
| SWAN Capital LLC | 1,112 | $418.3K | 0.26% | −71−6.0% | Reduced |
| HGK Asset Management Inc | 1,113 | $418.5K | 0.10% | +1,113 | New |
| Balanced Rock Investment Advisor | 1,117 | $420.0K | 0.37% | +1,117 | New |
| Benchmark Wealth Management, LLC | 1,124 | $422.7K | 0.25% | −80−6.6% | Reduced |
| Waller Financial Planning Group, Inc | 1,125 | $422.9K | 0.11% | +57+5.3% | Added |
| Treasure Coast Financial Planning | 1,126 | $423.4K | 0.30% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,128 | $424.1K | 0.19% | +1+0.1% | Added |
| Clarity Asset Management, Inc. | 1,128 | $424.1K | 0.34% | +1,128 | New |
| Leith Wheeler Investment Counsel Ltd. | 1,131 | $425.3K | 0.05% | −122−9.7% | Reduced |
| American Financial & Tax Strategies Inc | 1,132 | $425.7K | 0.24% | +1,132 | New |
| Scientech Research LLC | 1,135 | $426.8K | 0.42% | +1,135 | New |
| Barry Investment Advisors, LLC | 1,142 | $429.6K | 0.15% | −61−5.1% | Reduced |
| OLIO Financial Planning | 1,153 | $432.6K | 0.18% | +21+1.9% | Added |
| Beacon Wealthcare LLC | 1,175 | $441.8K | 0.21% | −98−7.7% | Reduced |
| Keating Wealth Management LLC | 1,175 | $441.8K | 0.30% | +1,175 | New |
| LPWM LLC | 1,202 | $442.0K | 0.17% | +386+47.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,178 | $443.4K | 0.14% | +2+0.2% | Added |
| MTM Financial Group, LLC | 1,188 | $446.6K | 0.33% | +4+0.3% | Added |
| Marathon Strategic Advisors, LLC | 1,188 | $446.7K | 0.60% | +1,188 | New |
| Thompson Davis & Co., Inc. | 1,190 | $447.4K | 0.38% | −131−9.9% | Reduced |
| Bramshill Investments, LLC | 1,190 | $447.5K | 0.04% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,190 | $447.5K | 0.05% | +1,190 | New |
| Applied Finance Capital Management, LLC | 1,195 | $449.4K | 0.04% | +170+16.6% | Added |
| XY Capital Ltd | 1,202 | $452.0K | 0.46% | +27+2.3% | Added |
| Truefg, LLC | 1,204 | $452.8K | 0.18% | −81−6.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,204 | $452.8K | 0.20% | +150+14.2% | Added |
| Beacon Financial Planning, Inc | 1,215 | $456.7K | 0.36% | +2+0.2% | Added |
| Resource Planning Group | 1,218 | $458.1K | 0.29% | +6+0.5% | Added |
| Quest Partners LLC | 1,220 | $458.8K | 0.10% | +1,220 | New |
| Fee-Only Financial Planning, L.C. | 1,226 | $461.0K | 0.33% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,233 | $463.6K | 0.39% | +1+0.1% | Added |
| Plum Street Advisors, LLC | 1,233 | $463.7K | 0.31% | +1,233 | New |
| Essex Private Wealth Management, LLC | 1,233 | $463.7K | 1.45% | −305−19.8% | Reduced |
| LifePro Asset Management | 1,234 | $464.1K | 0.36% | +53+4.5% | Added |
| Foundry Financial Group, Inc. | 1,239 | $465.9K | 0.39% | +1,239 | New |
| Significant Wealth Partners LLC | 1,240 | $466.3K | 0.34% | +1,240 | New |
| Western Financial Corp | 1,244 | $467.8K | 0.31% | −27−2.1% | Reduced |
| Schubert & Co | 1,249 | $469.7K | 0.43% | +123+10.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,253 | $471.2K | 0.24% | −285−18.5% | Reduced |
| Barnett & Company, Inc. | 1,255 | $471.9K | 0.35% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,261 | $474.0K | 0.35% | −2,156−63.1% | Reduced |
| Lifestyle Asset Management, Inc. | 1,261 | $474.2K | 0.26% | −131−9.4% | Reduced |
| Dodds Wealth, LLC | 1,261 | $474.3K | 0.24% | +1,261 | New |
| O'Keefe Stevens Advisory, Inc. | 1,262 | $474.6K | 0.19% | +82+6.9% | Added |
| Lowery Thomas, LLC | 1,268 | $477.0K | 0.41% | −79−5.9% | Reduced |