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 |
|---|---|---|---|---|---|
| Heck Capital Advisors, LLC | 3,404 | $1.28M | 0.21% | −309−8.3% | Reduced |
| AJ Advisors, LLC | 3,409 | $1.28M | 0.79% | +1,025+43.0% | Added |
| Deseret Mutual Benefit Administrators | 3,412 | $1.28M | 0.74% | −1,333−28.1% | Reduced |
| Asset Planning Corporation | 3,414 | $1.28M | 0.99% | +10+0.3% | Added |
| Ogorek Anthony Joseph | 3,418 | $1.28M | 0.47% | +51+1.5% | Added |
| Grand Wealth Management, LLC | 3,427 | $1.29M | 0.70% | +601+21.3% | Added |
| Armbruster Capital Management, Inc. | 3,446 | $1.30M | 0.30% | −65−1.9% | Reduced |
| Landmark Wealth Management, LLC | 3,446 | $1.30M | 0.64% | +25+0.7% | Added |
| Yeomans Consulting Group, Inc. | 3,454 | $1.30M | 0.65% | +3,454 | New |
| Wade Financial Advisory, Inc | 3,455 | $1.30M | 0.49% | −140−3.9% | Reduced |
| Kooman & Associates | 3,455 | $1.30M | 0.58% | −18−0.5% | Reduced |
| Muirfield Wealth Advisors LLC | 3,455 | $1.30M | 1.38% | +3,455 | New |
| Delos Wealth Advisors, LLC | 3,469 | $1.30M | 1.93% | −466−11.8% | Reduced |
| SilverOak Wealth Management LLC | 3,473 | $1.31M | 0.35% | +3,473 | New |
| Pitti Group Wealth Management, LLC | 3,475 | $1.31M | 1.42% | −592−14.6% | Reduced |
| Earnest Partners LLC | 3,482 | $1.31M | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 3,484 | $1.31M | 0.46% | −1,027−22.8% | Reduced |
| CMC Financial Group | 3,376 | $1.31M | 1.75% | −1,442−29.9% | Reduced |
| Visionary Horizons, LLC | 3,494 | $1.31M | 1.07% | +3,494 | New |
| Keating Investment Counselors Inc | 3,495 | $1.31M | 0.47% | −100−2.8% | Reduced |
| Ackerman Capital Advisors, LLC | 3,502 | $1.32M | 0.37% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3,503 | $1.32M | 0.76% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,506 | $1.32M | 0.05% | −854−19.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,513 | $1.32M | 1.28% | +3,513 | New |
| Rebalance, LLC | 3,515 | $1.32M | 0.12% | +1,660+89.5% | Added |
| Financial Connections Group, Inc. | 3,519 | $1.32M | 0.86% | +3,519 | New |
| Donoghue Forlines LLC | 3,520 | $1.32M | 0.41% | +3,520 | New |
| R. W. Roge & Company, Inc. | 3,523 | $1.32M | 0.85% | −28−0.8% | Reduced |
| Mosley Wealth Management | 3,522 | $1.32M | 1.31% | +3,522 | New |
| Intrepid Capital Management Inc | 3,523 | $1.32M | 0.91% | +136+4.0% | Added |
| Avion Wealth | 3,523 | $1.32M | 0.37% | −30−0.8% | Reduced |
| EMC Capital Management | 3,540 | $1.33M | 0.89% | −4,006−53.1% | Reduced |
| International Private Wealth Advisors LLC | 3,544 | $1.33M | 1.32% | +3,544 | New |
| Holland Advisory Services, Inc. | 3,548 | $1.33M | 1.53% | +498+16.3% | Added |
| Drake & Associates, LLC | 3,551 | $1.34M | 0.55% | −165−4.4% | Reduced |
| Clarus Wealth Advisors | 3,398 | $1.34M | 0.79% | +3,398 | New |
| Seascape Capital Management | 3,563 | $1.34M | 0.57% | +523+17.2% | Added |
| Willow Creek Wealth Management Inc. | 3,563 | $1.34M | 0.17% | +459+14.8% | Added |
| Strategic Financial Partners, Ltd. | 3,567 | $1.34M | 0.78% | +301+9.2% | Added |
| Guardian Financial Partners, LLC | 3,572 | $1.34M | 1.10% | +162+4.8% | Added |
| Act Wealth Management, LLC | 3,572 | $1.34M | 0.72% | −15−0.4% | Reduced |
| Family Firm, Inc. | 3,578 | $1.35M | 0.35% | −93−2.5% | Reduced |
| Defender Capital, LLC. | 3,582 | $1.35M | 0.47% | −5−0.1% | Reduced |
| Parker Financial LLC | 3,595 | $1.35M | 0.84% | +253+7.6% | Added |
| Ironsides Asset Advisors, LLC | 3,596 | $1.35M | 0.59% | −61−1.7% | Reduced |
| FMFE Wealth Management, LLC | 3,600 | $1.35M | 1.33% | +3,600 | New |
| Lockerman Financial Group, Inc. | 3,617 | $1.36M | 3.15% | +58+1.6% | Added |
| Redwood Financial Network Corp | 3,625 | $1.36M | 1.32% | +24+0.7% | Added |
| Centennial Wealth Advisory LLC | 3,627 | $1.36M | 0.70% | −440−10.8% | Reduced |
| Retirement Guys Formula LLC | 3,642 | $1.37M | 0.73% | +108+3.1% | Added |
| Moody Aldrich Partners LLC | 4,375 | $1.37M | 0.25% | +1,226+38.9% | Added |
| Stordahl Capital Management, Inc. | 3,652 | $1.37M | 0.37% | −90−2.4% | Reduced |
| J.Safra Asset Management Corp | 3,662 | $1.38M | 0.19% | +7+0.2% | Added |
| Panoramic Investment Advisors, LLC | 3,662 | $1.38M | 1.19% | +297+8.8% | Added |
| PCG Wealth Advisors, LLC | 3,666 | $1.38M | 0.77% | +83+2.3% | Added |
| Camarda Financial Advisors, LLC | 3,675 | $1.38M | 0.60% | +145+4.1% | Added |
| Silver Coast Investments LLC | 3,677 | $1.38M | 0.63% | +3,677 | New |
| Avaii Wealth Management, LLC | 3,678 | $1.38M | 0.90% | +75+2.1% | Added |
| Curran Financial Partners, LLC | 3,436 | $1.38M | 0.53% | −53−1.5% | Reduced |
| National Wealth Management Group, LLC | 3,679 | $1.38M | 1.34% | −256−6.5% | Reduced |
| FSC Wealth Advisors, LLC | 3,681 | $1.38M | 1.01% | +17+0.5% | Added |
| Insight 2811, Inc. | 3,681 | $1.38M | 0.76% | −339−8.4% | Reduced |
| LGL Partners, LLC | 3,684 | $1.39M | 0.19% | +251+7.3% | Added |
| Stevard, LLC | 3,686 | $1.39M | 1.37% | +1,733+88.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,690 | $1.39M | 1.16% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,689 | $1.39M | 0.23% | −21−0.6% | Reduced |
| Trinity Financial Advisors LLC | 3,690 | $1.39M | 0.68% | −80−2.1% | Reduced |
| Seneca Financial Advisors LLC | 3,690 | $1.39M | 0.81% | −4−0.1% | Reduced |
| Reston Wealth Management LLC | 3,700 | $1.39M | 0.64% | −19−0.5% | Reduced |
| Caitlin John, LLC | 3,708 | $1.39M | 1.14% | +3,708 | New |
| Dean Investment Associates, LLC | 3,711 | $1.40M | 0.20% | −27−0.7% | Reduced |
| Garrison Asset Management, LLC | 3,711 | $1.40M | 0.77% | +950+34.4% | Added |
| Gimbal Financial | 3,720 | $1.40M | 1.40% | +3,720 | New |
| Sterling Wealth Management, Inc. | 3,729 | $1.40M | 0.79% | +3,729 | New |
| Matrix Private Capital Group LLC | 3,739 | $1.41M | 1.06% | −56−1.5% | Reduced |
| Frazier Financial Advisors, LLC | 3,741 | $1.41M | 1.23% | +3,741 | New |
| Arista Wealth Management, LLC | 3,747 | $1.41M | 0.52% | +326+9.5% | Added |
| Greenhouse Wealth Management, LLC | 3,753 | $1.41M | 1.14% | −35−0.9% | Reduced |
| Annapolis Financial Services, LLC | 3,753 | $1.41M | 0.35% | −8−0.2% | Reduced |
| Columbus Macro, LLC | 3,716 | $1.41M | 0.56% | +9+0.2% | Added |
| Kingdom Financial Group LLC. | 3,763 | $1.41M | 1.23% | −200−5.0% | Reduced |
| Cassia Capital Partners, LLC | 3,768 | $1.42M | 1.18% | −126−3.2% | Reduced |
| Sage Investment Advisers LLC | 3,771 | $1.42M | 1.72% | −72−1.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,774 | $1.42M | 0.82% | +874+30.1% | Added |
| BEAM Asset Management, LLC | 3,780 | $1.42M | 0.90% | +73+2.0% | Added |
| PYA Waltman Capital, LLC | 3,790 | $1.43M | 0.59% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 3,809 | $1.43M | 0.48% | −368−8.8% | Reduced |
| Sterling Financial Group, Inc. | 3,809 | $1.43M | 0.85% | +396+11.6% | Added |
| Mayfair Advisory Group, LLC | 3,866 | $1.43M | 1.22% | +27+0.7% | Added |
| Granite FO LLC | 3,820 | $1.44M | 0.96% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 3,827 | $1.44M | 0.60% | +3,827 | New |
| Rinkey Investments | 3,829 | $1.44M | 0.57% | +2,507+189.6% | Added |
| Davis Capital Management | 3,834 | $1.44M | 1.38% | +3,834 | New |
| Peterson Wealth Advisors, LLC | 3,845 | $1.45M | 0.34% | −423−9.9% | Reduced |
| Riverwater Partners LLC | 3,847 | $1.45M | 1.14% | −371−8.8% | Reduced |
| Financial & Tax Architects, LLC | 3,859 | $1.45M | 0.43% | −578−13.0% | Reduced |
| Tucker Asset Management LLC | 3,862 | $1.45M | 0.36% | −43−1.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,868 | $1.45M | 0.51% | −20−0.5% | Reduced |
| ML & R Wealth Management LLC | 3,868 | $1.45M | 0.33% | −302−7.2% | Reduced |
| Hofer & Associates. Inc | 3,871 | $1.46M | 1.35% | +197+5.4% | Added |