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 |
|---|---|---|---|---|---|
| Jentner Corp | 2,117 | $796.2K | 0.31% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,126 | $799.5K | 0.33% | −425−16.7% | Reduced |
| Intergy Private Wealth, LLC | 2,129 | $800.7K | 0.35% | −40−1.8% | Reduced |
| Fairman Group, LLC | 2,132 | $801.7K | 0.77% | +2,132 | New |
| Lingohr & Partner Asset Management GmbH | 2,162 | $811.0K | 1.85% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,160 | $812.2K | 0.15% | −100−4.4% | Reduced |
| BancFirst Trust & Investment Management | 2,166 | $812.9K | 0.37% | +1,209+126.3% | Added |
| Pachira Investments Inc. | 2,171 | $816.5K | 0.72% | −26−1.2% | Reduced |
| Gouws Capital LLC | 2,179 | $819.4K | 0.67% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,182 | $820.5K | 0.06% | +234+12.0% | Added |
| Tilson Financial Group, Inc. | 2,184 | $821.0K | 0.53% | +4+0.2% | Added |
| O'Connor Financial Group LLC | 2,185 | $821.6K | 0.51% | −6−0.3% | Reduced |
| Tremblant Capital Group | 2,187 | $822.4K | 0.09% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 2,188 | $822.6K | 0.68% | +2,188 | New |
| Sage Financial Management Group, Inc. | 2,194 | $825.0K | 0.44% | +599+37.6% | Added |
| Keystone Financial Services | 2,199 | $826.7K | 0.39% | −140−6.0% | Reduced |
| Sequent Asset Management, LLC | 2,199 | $826.8K | 0.48% | +10.0% | Added |
| Axq Capital, LP | 2,200 | $827.3K | 0.22% | −4,900−69.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,202 | $828.1K | 0.58% | −200−8.3% | Reduced |
| Austin Wealth Management, LLC | 2,050 | $828.4K | 0.22% | +18+0.9% | Added |
| ForthRight Wealth Management, LLC | 2,204 | $828.8K | 0.32% | −20−0.9% | Reduced |
| 25 LLC | 2,208 | $830.4K | 0.43% | +731+49.5% | Added |
| Horrell Capital Management, Inc. | 2,211 | $831.0K | 0.25% | +10.0% | Added |
| Horizon Family Wealth, Inc. | 2,211 | $831.3K | 0.70% | +5+0.2% | Added |
| One Degree Advisors Inc | 2,051 | $832.0K | 0.43% | +2,051 | New |
| Signify Wealth | 2,215 | $833.0K | 1.26% | −52−2.3% | Reduced |
| Geometric Wealth Advisors | 2,216 | $833.3K | 0.22% | +178+8.7% | Added |
| Raffa Wealth Management, LLC | 2,224 | $836.2K | 0.25% | −389−14.9% | Reduced |
| Dogwood Wealth Management LLC | 2,228 | $837.7K | 0.65% | +2,228 | New |
| Carmel Capital Partners, LLC | 2,238 | $841.4K | 0.43% | −1,382−38.2% | Reduced |
| Conservest Capital Advisors, Inc. | 2,244 | $843.9K | 0.09% | −18−0.8% | Reduced |
| TAP Consulting, LLC | 2,245 | $844.2K | 0.20% | −427−16.0% | Reduced |
| High Pines Wealth Management, LLC | 2,249 | $845.8K | 1.29% | −7−0.3% | Reduced |
| CMT Capital Markets Trading GmbH | 2,250 | $846.0K | 0.59% | −7,550−77.0% | Reduced |
| Arnhold LLC | 2,250 | $846.1K | 0.09% | 00.0% | Unchanged |
| SWS Partners | 2,261 | $850.3K | 0.28% | −46−2.0% | Reduced |
| Portland Investment Counsel Inc. | 2,264 | $851.0K | 0.30% | −30−1.3% | Reduced |
| Arbor Wealth Advisors LLC | 2,265 | $851.7K | 0.88% | +2,265 | New |
| TNF LLC | 2,080 | $852.2K | 0.34% | +352+20.4% | Added |
| Impact Partnership Wealth, LLC | 2,269 | $853.3K | 0.31% | −4,003−63.8% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,275 | $855.4K | 1.15% | −6−0.3% | Reduced |
| REAP Financial Group, LLC | 2,281 | $857.8K | 0.25% | +2,281 | New |
| Coyle Financial Counsel LLC | 2,283 | $858.5K | 0.33% | −18−0.8% | Reduced |
| Great Oak Capital Partners, LLC | 2,286 | $859.6K | 0.46% | +2,286 | New |
| Axiom Financial Strategies, LLC | 2,291 | $861.5K | 0.56% | −532−18.8% | Reduced |
| Able Wealth Management LLC | 2,291 | $861.6K | 0.78% | +2,291 | New |
| Penn Davis McFarland Inc | 2,294 | $862.6K | 0.15% | +35+1.5% | Added |
| Koa Wealth Management, LLC | 2,300 | $864.9K | 0.85% | +2,300 | New |
| Verdad Advisers, LP | 2,305 | $866.8K | 1.76% | −1,600−41.0% | Reduced |
| Baron Financial Group, LLC | 2,307 | $867.4K | 0.55% | +10.0% | Added |
| Strategic Financial Concepts, LLC | 2,307 | $867.5K | 0.51% | −2,877−55.5% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,309 | $868.3K | 0.52% | +742+47.4% | Added |
| Dopkins Wealth Management, LLC | 2,315 | $870.5K | 0.68% | −201−8.0% | Reduced |
| Cutler Group LP | 2,322 | $873.0K | 0.12% | +2,112+1,005.7% | Added |
| Kickstand Ventures, LLC. | 2,322 | $873.2K | 0.25% | −199−7.9% | Reduced |
| Meridian Management Co | 2,079 | $874.2K | 0.25% | +132+6.8% | Added |
| Aufman Associates Inc | 2,327 | $875.1K | 0.66% | −73−3.0% | Reduced |
| Quaker Wealth Management, LLC | 2,329 | $875.8K | 0.39% | −207−8.2% | Reduced |
| Windsor Advisory Group, LLC | 2,330 | $876.1K | 2.61% | −2,304−49.7% | Reduced |
| Noble Family Wealth, LLC | 2,331 | $876.5K | 0.27% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 2,334 | $877.8K | 0.38% | +675+40.7% | Added |
| Auour Investments LLC | 2,204 | $879.2K | 0.35% | −11−0.5% | Reduced |
| Avid Wealth Partners LLC | 2,339 | $879.6K | 0.87% | +2,339 | New |
| Sippican Capital Advisors | 2,347 | $882.6K | 0.69% | +740+46.0% | Added |
| Voisard Asset Management Group, Inc. | 2,352 | $884.5K | 0.53% | +2,352 | New |
| Ballew Advisors, Inc | 2,268 | $885.1K | 0.67% | −29−1.3% | Reduced |
| Cedar Point Capital Partners, LLC | 2,355 | $885.6K | 0.73% | +2,355 | New |
| Sound Stewardship, LLC | 2,357 | $886.4K | 0.59% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,366 | $890.0K | 0.40% | +317+15.5% | Added |
| Chicago Wealth Management, Inc. | 2,369 | $891.0K | 0.61% | −27−1.1% | Reduced |
| Pacific Sun Financial Corp | 2,374 | $892.7K | 0.56% | −5−0.2% | Reduced |
| Tactive Advisors, LLC | 2,374 | $892.8K | 0.57% | +540+29.4% | Added |
| Sageworth Trust Co | 2,378 | $894.2K | 0.06% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 2,387 | $897.6K | 0.49% | −9,153−79.3% | Reduced |
| HTG Investment Advisors, Inc. | 2,387 | $897.7K | 0.59% | 00.0% | Unchanged |
| KilterHowling LLC | 2,184 | $898.2K | 0.67% | +74+3.5% | Added |
| Botty Investors LLC | 2,394 | $900.2K | 0.37% | +3+0.1% | Added |
| X-Square Capital, LLC | 2,396 | $901.0K | 0.50% | +142+6.3% | Added |
| CGC Financial Services, LLC | 2,415 | $908.2K | 0.42% | +176+7.9% | Added |
| Alamar Capital Management, LLC | 2,416 | $908.5K | 0.72% | +100+4.3% | Added |
| Oldfather Financial Services, LLC | 2,426 | $912.3K | 0.41% | +118+5.1% | Added |
| Seven Springs Wealth Group, LLC | 2,430 | $913.8K | 0.41% | +484+24.9% | Added |
| Stage Harbor Financial, LLC | 2,430 | $913.8K | 0.88% | +2,430 | New |
| Sensible Money, LLC | 2,437 | $916.5K | 0.55% | −70−2.8% | Reduced |
| Richard P Slaughter Associates Inc | 2,442 | $918.3K | 0.23% | +507+26.2% | Added |
| Martel Wealth Advisors Inc | 2,445 | $919.3K | 0.21% | +145+6.3% | Added |
| Better Money Decisions, LLC | 2,446 | $919.8K | 0.76% | +110+4.7% | Added |
| Collaborative Wealth Managment Inc. | 2,446 | $919.9K | 0.50% | −93−3.7% | Reduced |
| Balanced Wealth Group LLC | 2,450 | $921.1K | 0.48% | +2,450 | New |
| Covey Capital Advisors, LLC | 2,450 | $921.3K | 1.17% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 2,455 | $923.4K | 0.39% | −100−3.9% | Reduced |
| Qsemble Capital Management, LP | 2,479 | $932.2K | 0.23% | −11,121−81.8% | Reduced |
| Wealthcare Capital Management LLC | 2,480 | $932.6K | 0.11% | +30+1.2% | Added |
| Main Line Retirement Advisors, LLC | 2,483 | $933.7K | 0.81% | +2,483 | New |
| Whitcomb & Hess, Inc. | 2,486 | $934.7K | 0.32% | −74−2.9% | Reduced |
| Basso Capital Management, L.P. | 2,492 | $937.1K | 0.98% | −5,694−69.6% | Reduced |
| Sharp Financial Services, LLC | 2,495 | $938.2K | 1.02% | +2,495 | New |
| Objectivity Squared, LLC | 2,498 | $939.2K | 0.93% | +2,498 | New |
| Artal Group S.A. | 2,500 | $940.0K | 0.03% | −3,000−54.5% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,504 | $941.6K | 0.57% | −64−2.5% | Reduced |