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 |
|---|---|---|---|---|---|
| Wiser Wealth Management, Inc | 1,301 | $478.6K | 0.17% | +1,301 | New |
| Hoese & Co LLP | 1,269 | $480.8K | 0.47% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,283 | $482.4K | 0.15% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 1,285 | $482.9K | 0.44% | +1,285 | New |
| Prism Advisors, Inc. | 1,286 | $483.8K | 0.16% | +297+30.0% | Added |
| Applied Capital LLC | 1,297 | $487.7K | 0.27% | −66−4.8% | Reduced |
| Credit Capital Investments LLC | 1,300 | $488.9K | 0.68% | +1,300 | New |
| Keeley-Teton Advisors, LLC | 1,317 | $495.4K | 0.06% | 00.0% | Unchanged |
| Strategic Equity Management | 1,319 | $496.0K | 0.56% | −345−20.7% | Reduced |
| Lagoda Investment Management, L.P. | 1,325 | $498.3K | 0.34% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,326 | $498.6K | 0.07% | −86−6.1% | Reduced |
| Bennett Associates Wealth Management | 1,335 | $502.0K | 0.49% | +1,335 | New |
| True Vision MN LLC | 1,338 | $503.1K | 0.40% | +1,338 | New |
| Atlas Financial Advisors, Inc. | 1,341 | $504.3K | 0.82% | −1,488−52.6% | Reduced |
| Algert Global LLC | 1,342 | $504.6K | 0.02% | −90−6.3% | Reduced |
| Shapiro Capital Management LLC | 1,345 | $505.8K | 0.01% | −389−22.4% | Reduced |
| Raymond James Trust Co. of NH | 1,348 | $506.9K | 5.67% | −406−23.1% | Reduced |
| True Wealth Design, LLC | 1,350 | $507.8K | 0.14% | +358+36.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,359 | $511.0K | 0.22% | +79+6.2% | Added |
| Fenimore Asset Management Inc | 1,367 | $513.9K | 0.01% | −836−37.9% | Reduced |
| Courage Miller Partners, LLC | 1,379 | $518.6K | 0.20% | +1,379 | New |
| PPS&V Asset Management Consultants, Inc. | 1,392 | $523.5K | 0.40% | −48−3.3% | Reduced |
| Aigen Investment Management, LP | 1,400 | $526.5K | 0.09% | −1,144−45.0% | Reduced |
| Teramo Advisors, LLC | 1,400 | $526.5K | 0.28% | 00.0% | Unchanged |
| Sharper & Granite LLC | 1,409 | $529.8K | 0.27% | −45−3.1% | Reduced |
| Trademark Financial Management, LLC | 1,416 | $532.3K | 0.39% | +1,416 | New |
| Core Wealth Advisors, Inc. | 1,416 | $532.5K | 0.20% | +641+82.7% | Added |
| Battery Global Advisors, LLC | 1,420 | $534.0K | 0.41% | +1,420 | New |
| Lanham O'Dell & Company, Inc. | 1,422 | $534.7K | 0.37% | +598+72.6% | Added |
| Philip James Wealth Mangement, LLC | 1,431 | $538.0K | 0.42% | +1,431 | New |
| Fortis Advisors, LLC | 1,433 | $538.9K | 0.38% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 1,437 | $540.4K | 0.32% | +295+25.8% | Added |
| AA Financial Advisors, LLC | 1,444 | $543.0K | 0.36% | +1,444 | New |
| Chico Wealth RIA | 1,452 | $546.0K | 0.57% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 1,459 | $548.6K | 0.53% | +1,459 | New |
| Weinberger Asset Management, Inc | 1,460 | $549.0K | 0.28% | +424+40.9% | Added |
| Vima LLC | 1,454 | $550.6K | 1.27% | +1,454 | New |
| Camelot Portfolios, LLC | 1,467 | $551.7K | 0.33% | +488+49.8% | Added |
| EnRich Financial Partners LLC | 1,472 | $553.5K | 0.23% | +1,472 | New |
| Portman Square Capital LLP | 1,474 | $554.3K | 0.10% | −5,750−79.6% | Reduced |
| Arcadia Wealth Management, LLC | 1,474 | $554.4K | 0.39% | +38+2.6% | Added |
| OmniStar Financial Group, Inc. | 1,486 | $558.9K | 0.70% | +95+6.8% | Added |
| Thomas Story & Son LLC | 1,495 | $562.0K | 0.26% | −100−6.3% | Reduced |
| Wheelhouse Advisory Group LLC | 1,496 | $562.9K | 0.49% | +1,496 | New |
| RFG Holdings, Inc. | 1,498 | $563.8K | 0.29% | +208+16.1% | Added |
| Algebris (UK) Ltd | 1,658 | $564.8K | 0.29% | +1,658 | New |
| Peterson Financial Group, Inc. | 1,505 | $566.1K | 3.71% | +34+2.3% | Added |
| Navis Wealth Advisors, LLC | 1,508 | $567.2K | 0.74% | +1+0.1% | Added |
| V2 Financial group LLC | 1,512 | $568.6K | 0.40% | +12+0.8% | Added |
| NFC Investments, LLC | 1,525 | $574.0K | 0.18% | +1,525 | New |
| Advantage Trust Co | 1,528 | $574.6K | 0.45% | +1,528 | New |
| Compass Advisory Group LLC | 1,536 | $577.6K | 0.28% | −38−2.4% | Reduced |
| Clear Point Advisors Inc. | 1,537 | $577.9K | 0.51% | +1,537 | New |
| Armor Investment Advisors, LLC | 1,538 | $578.3K | 0.31% | +54+3.6% | Added |
| New England Capital Financial Advisors LLC | 1,539 | $578.8K | 0.35% | −16−1.0% | Reduced |
| Denver Wealth Management, Inc. | 1,543 | $580.3K | 0.33% | +33+2.2% | Added |
| DAGCO, Inc. | 1,551 | $583.2K | 0.54% | −2,374−60.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,551 | $583.2K | 0.54% | +1,551 | New |
| Merlin Capital LLC | 1,557 | $585.5K | 1.88% | +4+0.3% | Added |
| Cohen Lawrence B | 1,570 | $590.4K | 28.72% | −34,491−95.6% | Reduced |
| TL Private Wealth | 1,572 | $591.1K | 0.30% | 00.0% | Unchanged |
| Enzi Wealth | 1,455 | $591.2K | 0.28% | −322−18.1% | Reduced |
| Youngs Advisory Group, Inc. | 1,575 | $592.2K | 0.30% | −399−20.2% | Reduced |
| Capstone Capital Wealth Advisors | 1,575 | $592.3K | 0.58% | +1,575 | New |
| Higgins & Schmidt Wealth Strategies LLC | 1,578 | $593.5K | 0.48% | +1,578 | New |
| Occudo Quantitative Strategies LP | 1,580 | $594.1K | 0.08% | −8,624−84.5% | Reduced |
| GoalFusion Wealth Management, LLC | 1,589 | $597.5K | 0.41% | 00.0% | Unchanged |
| Penney Financial, LLC | 1,589 | $597.5K | 0.49% | +1,589 | New |
| Capital Wealth Management, LLC | 1,592 | $598.7K | 0.30% | +26+1.7% | Added |
| Boston Standard Wealth Management, LLC | 1,896 | $599.0K | 0.16% | 00.0% | Unchanged |
| Theory Financial LLC | 1,594 | $599.4K | 0.32% | −201−11.2% | Reduced |
| Sassicaia Capital Advisers LLC | 1,600 | $601.7K | 5.20% | +1,600 | New |
| Knott David M Jr | 1,600 | $602.0K | 0.23% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,612 | $606.3K | 0.88% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,613 | $606.6K | 0.14% | +75+4.9% | Added |
| Rise Advisors, LLC | 1,613 | $606.7K | 0.42% | +561+53.3% | Added |
| TSA Wealth Managment LLC | 1,622 | $609.9K | 0.28% | +1,622 | New |
| Triad Investment Management | 1,628 | $612.2K | 0.80% | +128+8.5% | Added |
| Family Investment Center, Inc. | 1,632 | $613.9K | 0.31% | +395+31.9% | Added |
| West Financial Advisors, LLC | 1,644 | $618.4K | 0.14% | −20−1.2% | Reduced |
| MBE Wealth Management, LLC | 1,646 | $618.9K | 0.32% | +108+7.0% | Added |
| Motiv8 Investments LLC | 1,647 | $619.2K | 0.55% | +1,647 | New |
| Fiat Wealth Management LLC | 1,650 | $620.5K | 7.85% | +1,650 | New |
| Hilltop Wealth Advisors, LLC | 1,651 | $620.9K | 0.35% | −87−5.0% | Reduced |
| Reitz Capital Advisors LLC | 1,658 | $623.5K | 1.11% | +180+12.2% | Added |
| McCarthy Asset Management, Inc. | 1,667 | $627.0K | 0.40% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 1,671 | $628.0K | 0.34% | −497−22.9% | Reduced |
| Resolute Partners Group | 1,671 | $628.4K | 0.08% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 1,674 | $629.4K | 0.51% | +201+13.6% | Added |
| My Purposeful Wealth Corp. | 1,676 | $630.3K | 0.44% | +194+13.1% | Added |
| Bryant Woods Investment Advisors, LLC | 1,683 | $633.9K | 0.40% | −185−9.9% | Reduced |
| Brown Wealth Management, LLC | 1,686 | $634.0K | 0.28% | +64+3.9% | Added |
| Abich Financial Wealth Management LLC | 1,693 | $636.6K | 0.61% | +1,693 | New |
| Sara-Bay Financial | 1,694 | $637.1K | 0.31% | +35+2.1% | Added |
| Harbor Group, Inc. | 1,694 | $637.2K | 0.18% | +76+4.7% | Added |
| Karpus Management, Inc. | 1,700 | $639.3K | 0.02% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,703 | $640.5K | 0.41% | +82+5.1% | Added |
| BHK Investment Advisors, LLC | 1,704 | $640.6K | 0.37% | −1,152−40.3% | Reduced |
| High Probability Advisors, LLC | 1,707 | $641.9K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,709 | $642.6K | 0.20% | +55+3.3% | Added |