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 |
|---|---|---|---|---|---|
| Opus Capital Group, LLC | 2,514 | $945.0K | 0.15% | −56−2.2% | Reduced |
| Meredith Wealth Planning | 2,514 | $945.2K | 0.59% | −160−6.0% | Reduced |
| Mosaic Advisors LLC | 2,514 | $945.2K | 0.56% | +1,148+84.0% | Added |
| Bernardo Wealth Planning LLC | 2,515 | $945.8K | 0.30% | −34−1.3% | Reduced |
| Instrumental Wealth, LLC | 2,364 | $951.7K | 1.03% | +150+6.8% | Added |
| RiverGlades Family Offices LLC | 2,300 | $955.1K | 0.77% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 2,540 | $955.1K | 1.66% | +515+25.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,541 | $955.3K | 0.48% | +1,025+67.6% | Added |
| Carmel Capital Management L.L.C. | 2,544 | $956.6K | 0.46% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,548 | $958.2K | 0.74% | +2,548 | New |
| Soundwatch Capital LLC | 2,580 | $963.4K | 0.46% | −591−18.6% | Reduced |
| Caerus Investment Advisors, LLC | 2,564 | $964.2K | 0.92% | −1,705−39.9% | Reduced |
| Mma Asset Management LLC | 2,565 | $964.5K | 0.51% | −89−3.4% | Reduced |
| America First Investment Advisors, LLC | 2,568 | $965.8K | 0.25% | −60−2.3% | Reduced |
| Foundry Partners, LLC | 2,570 | $966.4K | 0.06% | −220−7.9% | Reduced |
| Graham Capital Wealth Management, LLC | 2,570 | $966.4K | 2.55% | +32+1.3% | Added |
| Total Investment Management Inc | 2,570 | $966.5K | 0.12% | +92+3.7% | Added |
| Vista Private Wealth Partners. LLC | 2,638 | $972.0K | 0.52% | +156+6.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,588 | $973.2K | 0.25% | −3−0.1% | Reduced |
| Mendota Financial Group, LLC | 2,589 | $973.6K | 0.76% | +1,276+97.2% | Added |
| Waterford Advisors, LLC | 2,597 | $976.6K | 0.46% | −175−6.3% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $977.7K | 3.49% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,602 | $978.0K | 1.09% | −2,096−44.6% | Reduced |
| Arrowroot Family Office, LLC | 2,605 | $979.5K | 0.69% | −153−5.5% | Reduced |
| Stephens Investment Management Group LLC | 2,605 | $979.6K | 0.01% | 00.0% | Unchanged |
| Fortune 45 LLC | 2,613 | $982.7K | 0.90% | −30−1.1% | Reduced |
| Juncture Wealth Strategies, LLC | 2,619 | $984.8K | 0.45% | −94−3.5% | Reduced |
| Fort, L.P. | 2,624 | $986.7K | 2.44% | −320−10.9% | Reduced |
| Presidio Capital Management, LLC | 2,629 | $988.7K | 0.77% | −364−12.2% | Reduced |
| Chiron Capital Management, LLC | 2,633 | $990.1K | 0.86% | −54−2.0% | Reduced |
| McMahon Financial Advisors, LLC | 2,634 | $990.3K | 0.28% | +774+41.6% | Added |
| Anthracite Investment Company, Inc. | 2,636 | $991.2K | 0.64% | +2,636 | New |
| Silverberg Bernstein Capital Management LLC | 2,642 | $993.5K | 0.95% | +2,642 | New |
| Narus Financial Partners, LLC | 2,649 | $996.1K | 0.48% | +65+2.5% | Added |
| Capital Square, LLC | 2,649 | $996.3K | 1.13% | +21+0.8% | Added |
| Wallace Capital Management Inc. | 2,662 | $1.00M | 0.15% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 2,662 | $1.00M | 0.92% | +2,662 | New |
| G2 Capital Management, LLC | 2,663 | $1.00M | 0.34% | −431−13.9% | Reduced |
| Morris Financial Concepts, Inc. | 2,663 | $1.00M | 0.57% | +25+0.9% | Added |
| Tanglewood Legacy Advisors, LLC | 2,673 | $1.01M | 0.55% | +10.0% | Added |
| Covestor Ltd | 2,677 | $1.01M | 0.69% | +108+4.2% | Added |
| Arvest Investments, Inc. | 2,678 | $1.01M | 0.16% | +2,678 | New |
| Lowe Wealth Advisors, LLC | 2,679 | $1.01M | 0.50% | −156−5.5% | Reduced |
| ODonnell Financial Services, LLC | 2,680 | $1.01M | 0.51% | −167−5.9% | Reduced |
| AnglePoint Asset Management Ltd | 2,680 | $1.01M | 1.28% | +2,680 | New |
| Yoder Wealth Management, Inc. | 2,682 | $1.01M | 0.71% | +73+2.8% | Added |
| LifePlan Investment Advisors, Inc. | 2,684 | $1.01M | 0.92% | +303+12.7% | Added |
| Fortitude Family Office, LLC | 2,687 | $1.01M | 0.75% | +2,687 | New |
| Tower Wealth Partners, Inc. | 2,704 | $1.02M | 0.72% | −71−2.6% | Reduced |
| DORVAL Corp | 2,705 | $1.02M | 0.49% | +2,705 | New |
| Bear Mountain Capital, Inc. | 2,607 | $1.02M | 0.43% | +2,607 | New |
| Waypoint Wealth Partners Inc. | 2,713 | $1.02M | 0.32% | +277+11.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,714 | $1.02M | 2.06% | +2,714 | New |
| Nalls Sherbakoff Group, LLC | 2,718 | $1.02M | 0.91% | −758−21.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,728 | $1.03M | 1.27% | +59+2.2% | Added |
| Brickley Wealth Management | 2,730 | $1.03M | 0.25% | −165−5.7% | Reduced |
| Integral Investment Advisors, Inc. | 2,731 | $1.03M | 0.66% | −497−15.4% | Reduced |
| Tandem Wealth Advisors LLC | 2,731 | $1.03M | 0.59% | +483+21.5% | Added |
| Oberweis Asset Management Inc | 2,735 | $1.03M | 0.10% | −100−3.5% | Reduced |
| Williams & Novak, LLC | 2,743 | $1.03M | 1.17% | +2,743 | New |
| Whelan Financial | 2,743 | $1.03M | 0.48% | +435+18.8% | Added |
| Caas Capital Management LP | 2,749 | $1.03M | 0.98% | −34,027−92.5% | Reduced |
| Brogan Financial, Inc. | 2,750 | $1.03M | 0.76% | +5+0.2% | Added |
| Red Mountain Financial, LLC | 2,751 | $1.03M | 1.60% | +2,751 | New |
| Axim Planning & Wealth | 2,769 | $1.04M | 0.95% | +81+3.0% | Added |
| Signature Resources Capital Management, LLC | 2,770 | $1.04M | 0.95% | +2,770 | New |
| Financial Planning & Information Services, Inc. | 2,773 | $1.04M | 0.16% | −104−3.6% | Reduced |
| Wealthstar Advisors, LLC | 2,773 | $1.04M | 0.39% | −77−2.7% | Reduced |
| Custom Portfolio Group LLC | 2,815 | $1.05M | 0.93% | +2,815 | New |
| Pension & Wealth Management Advisors, Inc. | 2,795 | $1.05M | 0.66% | +308+12.4% | Added |
| Future Financial Wealth Managment LLC | 2,804 | $1.05M | 1.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,812 | $1.06M | 6.10% | −367−11.5% | Reduced |
| Cornerstone Planning Group LLC | 2,814 | $1.06M | 0.35% | −159−5.3% | Reduced |
| Morling Financial Advisors, LLC | 2,816 | $1.06M | 0.86% | +88+3.2% | Added |
| Warner Financial, Inc | 2,817 | $1.06M | 0.60% | +104+3.8% | Added |
| Forthright Family Wealth Advisory LLC | 2,819 | $1.06M | 0.83% | +2,819 | New |
| DDFG, Inc | 2,827 | $1.06M | 0.36% | +3+0.1% | Added |
| Continental Investors Services, Inc. | 2,831 | $1.06M | 2.77% | +52+1.9% | Added |
| Hanover Advisors Inc | 2,835 | $1.07M | 0.52% | +2,835 | New |
| Archvest Wealth Advisors, Inc. | 2,841 | $1.07M | 0.80% | −428−13.1% | Reduced |
| Insight Folios Inc | 2,845 | $1.07M | 0.46% | +43+1.5% | Added |
| Element Wealth, LLC | 2,847 | $1.07M | 0.67% | +138+5.1% | Added |
| USAdvisors Wealth Management, LLC | 2,857 | $1.07M | 0.45% | +85+3.1% | Added |
| Sar Wealth Management Group, LLC | 2,860 | $1.08M | 1.09% | +2,860 | New |
| Dakota Community Bank & Trust NA | 2,861 | $1.08M | 6.03% | +112+4.1% | Added |
| Cramer Rosenthal McGlynn LLC | 2,862 | $1.08M | 0.06% | −31,783−91.7% | Reduced |
| WorthPointe, LLC | 2,881 | $1.08M | 0.55% | −1,185−29.1% | Reduced |
| McNaughton Wealth Management, LLC | 2,883 | $1.08M | 0.64% | +236+8.9% | Added |
| TPG Financial Advisors, LLC | 2,894 | $1.08M | 0.55% | +822+39.7% | Added |
| American Planning Services, Inc. | 2,884 | $1.08M | 0.83% | +744+34.8% | Added |
| Elite Life Management LLC | 2,886 | $1.09M | 6.50% | +2,886 | New |
| Lauterbach Financial Advisors, LLC | 2,890 | $1.09M | 0.76% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,957 | $1.09M | 0.53% | −6−0.2% | Reduced |
| Hyperion Partners, LLC | 2,901 | $1.09M | 0.86% | −367−11.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,905 | $1.09M | 0.02% | −33,883−92.1% | Reduced |
| JBR Co Financial Management Inc | 2,908 | $1.09M | 1.03% | +2,908 | New |
| Lutz Financial Services LLC | 2,913 | $1.10M | 0.10% | −182−5.9% | Reduced |
| POM Investment Strategies, LLC | 2,917 | $1.10M | 1.01% | +2,917 | New |
| Cypress Point Wealth Management, LLC | 2,917 | $1.10M | 0.81% | +336+13.0% | Added |
| Richwood Investment Advisors, LLC | 2,919 | $1.10M | 1.03% | 00.0% | Unchanged |