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 |
|---|---|---|---|---|---|
| Financial Symmetry Inc | 1,710 | $643.0K | 0.63% | +1,710 | New |
| Corton Capital Inc. | 1,712 | $643.8K | 0.20% | +128+8.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,717 | $645.8K | 0.54% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,719 | $646.4K | 0.12% | +25+1.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,719 | $646.4K | 0.30% | +38+2.3% | Added |
| MQS Management LLC | 1,741 | $654.7K | 0.36% | +1,741 | New |
| Activest Wealth Management | 1,744 | $655.7K | 0.36% | +332+23.5% | Added |
| PFS Partners, LLC | 1,747 | $656.9K | 0.45% | −91−5.0% | Reduced |
| Acorns Advisers, LLC | 1,765 | $664.0K | 0.01% | +829+88.6% | Added |
| Marshall Financial Group Inc | 1,767 | $664.5K | 0.24% | +149+9.2% | Added |
| Schoolcraft Capital LLC | 1,770 | $665.6K | 0.17% | −26−1.4% | Reduced |
| VanderPol Investments L.L.C. | 1,771 | $666.0K | 2.27% | +1,771 | New |
| Sherbrooke Park Advisers LLC | 1,772 | $666.3K | 0.31% | −4,196−70.3% | Reduced |
| Virtus ETF Advisers LLC | 1,774 | $667.1K | 0.42% | −399−18.4% | Reduced |
| Rather & Kittrell, Inc. | 1,775 | $667.5K | 0.23% | −8−0.4% | Reduced |
| Gainplan LLC | 1,777 | $668.2K | 0.35% | +581+48.6% | Added |
| Garrett Wealth Advisory Group, LLC | 1,781 | $669.7K | 0.28% | +158+9.7% | Added |
| ETF Portfolio Partners, Inc. | 1,789 | $672.7K | 0.23% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,799 | $676.6K | 0.67% | +1,799 | New |
| HC Advisors, LLC | 1,805 | $679.0K | 0.38% | +5+0.3% | Added |
| IAG Wealth Partners, LLC | 1,818 | $683.8K | 0.16% | −60−3.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,828 | $688.0K | 0.46% | −21−1.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 1,833 | $689.2K | 0.55% | +1,833 | New |
| Regal Wealth Group, Inc. | 1,877 | $690.5K | 0.43% | +586+45.4% | Added |
| Sterling Manor Financial, LLC | 1,838 | $691.1K | 0.59% | −156−7.8% | Reduced |
| Provident Wealth Management, LLC | 1,844 | $693.4K | 0.30% | −7−0.4% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $693.8K | 0.65% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,851 | $695.9K | 0.33% | +60+3.4% | Added |
| Martin Investment Management, LLC | 1,857 | $698.3K | 0.21% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,869 | $702.8K | 0.10% | −55−2.9% | Reduced |
| Oceanside Advisors LLC | 1,869 | $702.8K | 0.62% | +1,869 | New |
| Lecap Asset Management Ltd | 1,872 | $703.9K | 0.26% | +1,872 | New |
| Dupree Financial Group, LLC | 1,875 | $705.1K | 0.35% | +1,875 | New |
| Altus Wealth Management, LLC | 1,876 | $705.6K | 0.42% | −585−23.8% | Reduced |
| Mustard Seed Financial, LLC | 1,881 | $707.3K | 0.80% | +1,881 | New |
| Bruce G. Allen Investments, LLC | 1,885 | $708.8K | 0.65% | +1,885 | New |
| Vantage Financial Partners, LLC | 1,889 | $710.2K | 0.21% | +319+20.3% | Added |
| VitalStone Financial, LLC | 1,891 | $711.0K | 0.57% | +268+16.5% | Added |
| Cinctive Capital Management LP | 1,891 | $711.1K | 0.05% | −88,986−97.9% | Reduced |
| Plan Group Financial, LLC | 1,895 | $712.7K | 0.63% | −586−23.6% | Reduced |
| Donald L. Hagan, LLC | 1,901 | $715.0K | 0.40% | −30−1.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,904 | $716.1K | 0.16% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 1,911 | $718.6K | 0.55% | −456−19.3% | Reduced |
| Alpha Financial Partners, LLC | 1,913 | $719.4K | 0.71% | −14−0.7% | Reduced |
| Banta Asset Management LP | 1,916 | $720.5K | 0.86% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,921 | $722.5K | 0.79% | +280+17.1% | Added |
| Golden Road Advisors LLC | 1,924 | $723.4K | 0.69% | +1,924 | New |
| Blankinship & Foster, LLC | 1,932 | $726.6K | 0.21% | +200+11.5% | Added |
| Discovery Value Fund | 1,940 | $729.5K | 0.33% | +1,940 | New |
| All Season Financial Advisors, Inc. | 1,941 | $729.8K | 0.62% | −113−5.5% | Reduced |
| Cannon Financial Strategists, Inc. | 1,961 | $737.5K | 0.16% | +23+1.2% | Added |
| TKG Advisors, LLC | 1,963 | $738.1K | 0.44% | −291−12.9% | Reduced |
| Compton Financial Group, LLC | 1,963 | $738.3K | 0.26% | +43+2.2% | Added |
| Treynor Bancshares, Inc. | 1,965 | $738.8K | 0.43% | +4+0.2% | Added |
| Insight Wealth Partners, LLC | 1,976 | $743.2K | 0.56% | +709+56.0% | Added |
| Oak Thistle LLC | 1,977 | $743.4K | 0.21% | +1,977 | New |
| Stegent Equity Advisors, Inc. | 1,977 | $743.6K | 0.88% | −2−0.1% | Reduced |
| Mango Five Family, Inc. | 1,980 | $744.6K | 0.28% | +1,980 | New |
| Coco Enterprises, LLC | 1,983 | $745.7K | 0.54% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 1,983 | $745.7K | 0.54% | +1,983 | New |
| Kaye Capital Management | 1,879 | $749.4K | 0.34% | −132−6.6% | Reduced |
| DBK Financial Counsel, LLC | 1,994 | $749.8K | 0.86% | +3+0.2% | Added |
| Asset Management Resources, LLC | 1,994 | $749.9K | 0.43% | −1,437−41.9% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,998 | $751.5K | 0.51% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 2,002 | $753.0K | 0.12% | 00.0% | Unchanged |
| Etfidea, LLC | 2,006 | $754.3K | 0.28% | +50+2.6% | Added |
| Long Island Wealth Management, Inc. | 2,007 | $755.0K | 0.54% | +2,007 | New |
| Epiq Partners, LLC | 2,008 | $755.1K | 0.54% | −130−6.1% | Reduced |
| Letson Investment Management, Inc. | 2,009 | $755.5K | 0.35% | +2,009 | New |
| Eaton-Cambridge Inc. | 2,013 | $757.0K | 0.46% | +2,013 | New |
| Burrus Financial Services, Inc. | 2,015 | $757.3K | 0.40% | +5+0.2% | Added |
| O'Brien Wealth Partners LLC | 2,015 | $757.7K | 0.20% | +87+4.5% | Added |
| Wealth Forward, LLC | 2,027 | $762.2K | 0.64% | +2,027 | New |
| Xcel Wealth Management, LLC | 2,029 | $763.1K | 0.27% | −34−1.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,030 | $763.5K | 0.37% | +313+18.2% | Added |
| Wick Capital Partners, LLC | 2,032 | $764.0K | 0.32% | −53−2.5% | Reduced |
| Capital CS Group, LLC | 2,038 | $766.4K | 0.85% | +1,254+159.9% | Added |
| Tobias Financial Advisors, Inc. | 2,039 | $766.7K | 0.19% | +204+11.1% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $768.6K | 16.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,052 | $771.7K | 0.55% | +2,052 | New |
| ESL Trust Services, LLC | 2,056 | $773.1K | 0.22% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,057 | $773.4K | 0.44% | +10.0% | Added |
| Galibier Capital Management Ltd. | 2,058 | $773.9K | 0.20% | +58+2.9% | Added |
| Orin Green Financial, LLC | 2,059 | $774.3K | 0.38% | −55−2.6% | Reduced |
| Disciplined Investments, LLC | 2,060 | $774.6K | 0.45% | +15+0.7% | Added |
| Monument Group Wealth Advisors, LLC | 2,065 | $776.5K | 0.66% | +2,065 | New |
| Kendall Capital Management | 2,066 | $776.9K | 0.30% | −51−2.4% | Reduced |
| Ardent Capital Management, Inc. | 2,073 | $779.5K | 0.41% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 2,075 | $780.0K | 0.21% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,074 | $780.0K | 0.23% | +368+21.6% | Added |
| St. Louis Trust Co | 2,075 | $780.3K | 0.13% | +75+3.8% | Added |
| Hoge Financial Services, LLC | 2,083 | $783.1K | 0.79% | +2,083 | New |
| Schwallier Wealth Management LLC | 2,083 | $783.2K | 0.65% | +2,083 | New |
| ARK & TLK Investments, LLC | 2,084 | $783.8K | 0.31% | +2,084 | New |
| Richard C. Young & CO., LTD. | 2,101 | $790.0K | 0.11% | −842−28.6% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,103 | $790.9K | 0.15% | −343−14.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,103 | $791.1K | 0.49% | +77+3.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,105 | $791.6K | 0.00% | +280+15.3% | Added |
| Brio Consultants, LLC | 2,111 | $793.7K | 0.14% | +178+9.2% | Added |
| Demars Financial Group, LLC | 2,111 | $794.0K | 0.42% | +116+5.8% | Added |