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 |
|---|---|---|---|---|---|
| ACT Advisors, LLC. | 2,920 | $1.10M | 0.63% | +479+19.6% | Added |
| Sightline Wealth Advisors, LLC | 2,923 | $1.10M | 0.84% | +2+0.1% | Added |
| Acas, LLC | 2,923 | $1.10M | 1.25% | +188+6.9% | Added |
| Wealth Group Ltd | 2,714 | $1.10M | 0.36% | +2,714 | New |
| SMART Wealth LLC | 2,942 | $1.11M | 0.60% | +491+20.0% | Added |
| Tranquilli Financial Advisor LLC | 2,951 | $1.11M | 0.78% | −482−14.0% | Reduced |
| Precision Wealth Strategies, LLC | 2,955 | $1.11M | 1.08% | +51+1.8% | Added |
| Naples Money Management LLC | 2,958 | $1.11M | 1.04% | +2,958 | New |
| IVC Wealth Advisors LLC | 2,962 | $1.11M | 0.69% | +52+1.8% | Added |
| Cresta Advisors, Ltd. | 2,966 | $1.12M | 0.74% | +1,561+111.1% | Added |
| Inspire Advisors, LLC | 2,967 | $1.12M | 0.17% | +14+0.5% | Added |
| Bridgewealth Advisory Group, LLC | 2,986 | $1.12M | 0.86% | +835+38.8% | Added |
| Smart Money Group LLC | 2,986 | $1.12M | 0.49% | +353+13.4% | Added |
| Brightwater Advisory LLC | 2,988 | $1.12M | 0.95% | +2,988 | New |
| Howard Wealth Management, LLC | 2,990 | $1.12M | 0.94% | −225−7.0% | Reduced |
| Maripau Wealth Management LLC | 2,990 | $1.12M | 0.98% | +426+16.6% | Added |
| Sprinkle Financial Consultants LLC | 2,994 | $1.13M | 1.15% | +2,994 | New |
| Winslow Asset Management Inc | 2,998 | $1.13M | 0.23% | −225−7.0% | Reduced |
| LVZ Advisors, Inc. | 3,017 | $1.13M | 0.16% | +566+23.1% | Added |
| Financial Enhancement Group LLC | 2,914 | $1.13M | 0.20% | +1,021+53.9% | Added |
| Archetype Wealth Partners | 3,025 | $1.14M | 0.21% | +121+4.2% | Added |
| MAS Advisors LLC | 3,031 | $1.14M | 1.48% | −151−4.7% | Reduced |
| Level Financial Advisors, Inc. | 3,031 | $1.14M | 0.56% | −23−0.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3,039 | $1.14M | 0.16% | +3,039 | New |
| Pingora Partners LLC | 3,042 | $1.14M | 1.01% | +3,042 | New |
| Surience Private Wealth LLC | 3,046 | $1.15M | 1.16% | +1,394+84.4% | Added |
| jvl associates llc | 3,051 | $1.15M | 0.52% | +278+10.0% | Added |
| Keb Asset Management, LLC | 3,052 | $1.15M | 0.42% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 3,067 | $1.15M | 0.89% | +3,067 | New |
| Next Capital Management LLC | 3,072 | $1.16M | 0.50% | +464+17.8% | Added |
| Gibson Capital, LLC | 3,080 | $1.16M | 0.27% | +1,140+58.8% | Added |
| Intelligence Driven Advisers, LLC | 2,918 | $1.16M | 0.19% | −184−5.9% | Reduced |
| Gallacher Capital Management LLC | 3,090 | $1.16M | 0.65% | +71+2.4% | Added |
| M3 Advisory Group, LLC | 3,091 | $1.16M | 1.36% | +3,091 | New |
| Trinity Wealth Management, LLC | 3,091 | $1.16M | 0.70% | −27−0.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,104 | $1.16M | 0.39% | +201+6.9% | Added |
| Aspire Wealth Management Corp | 3,095 | $1.16M | 0.79% | +39+1.3% | Added |
| Conestoga Capital Advisors, LLC | 3,099 | $1.17M | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3,112 | $1.17M | 0.49% | −34−1.1% | Reduced |
| Northeast Financial Group, Inc. | 3,114 | $1.17M | 0.57% | −1,379−30.7% | Reduced |
| Range Financial Group LLC | 3,114 | $1.17M | 0.70% | −83−2.6% | Reduced |
| Spectrum Strategic Capital Management, LLC | 3,119 | $1.17M | 1.01% | +3,119 | New |
| ASB Consultores, LLC | 3,120 | $1.17M | 0.39% | −1,765−36.1% | Reduced |
| Capital Wealth Alliance, LLC | 3,135 | $1.18M | 0.81% | +121+4.0% | Added |
| Cairn Investment Group, Inc. | 3,136 | $1.18M | 0.74% | +204+7.0% | Added |
| HighMark Wealth Management LLC | 3,139 | $1.18M | 0.87% | +31+1.0% | Added |
| CPA Asset Management LLC | 3,145 | $1.18M | 0.72% | 00.0% | Unchanged |
| Saiph Capital, LLC | 3,151 | $1.18M | 0.60% | +577+22.4% | Added |
| FinDec Wealth Services, Inc. | 3,152 | $1.19M | 0.79% | +1,477+88.2% | Added |
| Raub Brock Capital Management LP | 3,155 | $1.19M | 0.25% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 3,155 | $1.19M | 1.08% | +180+6.1% | Added |
| Seven Post Investment Office LP | 3,168 | $1.19M | 0.30% | +1,156+57.5% | Added |
| ArrowMark Colorado Holdings LLC | 3,169 | $1.19M | 0.01% | −990−23.8% | Reduced |
| Live Oak Investment Partners | – | $1.19M | 1.09% | – | – |
| Biechele Royce Advisors | 3,173 | $1.19M | 0.39% | −75−2.3% | Reduced |
| Horizon Bancorp Inc | 3,182 | $1.20M | 0.59% | −121−3.7% | Reduced |
| Austin Asset Management Co Inc | 3,184 | $1.20M | 0.32% | −260−7.5% | Reduced |
| McClarren Financial Advisors, Inc. | 3,185 | $1.20M | 0.91% | +5+0.2% | Added |
| Capricorn Fund Managers Ltd | 3,196 | $1.20M | 0.66% | +1,614+102.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,200 | $1.20M | 0.48% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 3,201 | $1.20M | 0.48% | −20−0.6% | Reduced |
| Awm Capital, LLC | 3,209 | $1.21M | 0.22% | −15−0.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3,213 | $1.21M | 0.09% | +546+20.5% | Added |
| Marquette Asset Management, LLC | 3,217 | $1.21M | 0.22% | −100−3.0% | Reduced |
| Planning Directions Inc | 3,224 | $1.21M | 0.86% | +12+0.4% | Added |
| Kelman-Lazarov, Inc. | 3,226 | $1.21M | 0.26% | −59−1.8% | Reduced |
| Kuhn & Co Investment Counsel | 3,237 | $1.22M | 1.25% | +3,237 | New |
| Financial Guidance Group, Inc. | 3,238 | $1.22M | 0.85% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,239 | $1.22M | 0.93% | +54+1.7% | Added |
| Burkett Financial Services, LLC | 3,241 | $1.22M | 0.68% | +3,241 | New |
| Ground Swell Capital, LLC | 3,242 | $1.22M | 4.48% | +3,242 | New |
| Planning Capital Management Corp | 3,246 | $1.22M | 0.95% | +3,246 | New |
| Brand Asset Management Group, Inc. | 3,248 | $1.22M | 0.56% | +627+23.9% | Added |
| Flower City Capital | 3,248 | $1.22M | 0.91% | +191+6.2% | Added |
| Harvest Investment Services, LLC | 3,250 | $1.22M | 0.56% | −96−2.9% | Reduced |
| Bridgefront Capital, LLC | 3,257 | $1.22M | 0.92% | −220−6.3% | Reduced |
| Wiser Advisor Group LLC | 3,260 | $1.23M | 2.04% | +3,260 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,262 | $1.23M | 0.60% | +398+13.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,271 | $1.23M | 4.86% | −875−21.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 3,272 | $1.23M | 0.26% | +525+19.1% | Added |
| FMB Wealth Management | 3,275 | $1.23M | 1.13% | +2+0.1% | Added |
| Bridger Management, LLC | 3,275 | $1.23M | 0.47% | +3,275 | New |
| Hiley Hunt Wealth Management | 3,279 | $1.23M | 0.91% | +3,279 | New |
| Christensen, King & Associates Investment Services, Inc. | 3,287 | $1.24M | 0.66% | +3,287 | New |
| WPWealth LLP | 3,288 | $1.24M | 0.38% | +40+1.2% | Added |
| May Barnhard Investments LLC | 3,289 | $1.24M | 0.64% | +3,289 | New |
| Long Road Investment Counsel, LLC | 3,117 | $1.24M | 0.51% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 3,298 | $1.24M | 0.54% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 3,307 | $1.24M | 0.35% | +3,307 | New |
| Basepoint Wealth LLC | 3,317 | $1.25M | 1.00% | +1,442+76.9% | Added |
| Colorado Capital Management, Inc. | 3,318 | $1.25M | 0.82% | −72−2.1% | Reduced |
| Shelton Wealth Management, LLC | 3,333 | $1.25M | 0.89% | −106−3.1% | Reduced |
| Verus Financial Partners, Inc. | 3,117 | $1.26M | 0.16% | −1,298−29.4% | Reduced |
| Schwartz Investment Counsel Inc | 3,350 | $1.26M | 0.05% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,372 | $1.27M | 0.55% | +1,008+42.6% | Added |
| Private Wealth Management Group, LLC | 3,372 | $1.27M | 0.62% | +3,372 | New |
| LaSalle St. Investment Advisors, LLC | 3,377 | $1.27M | 0.85% | +303+9.9% | Added |
| Dunhill Financial, LLC | 3,379 | $1.27M | 1.15% | −574−14.5% | Reduced |
| Diker Management LLC | 3,392 | $1.28M | 1.06% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 3,403 | $1.28M | 0.67% | +3,403 | New |