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; 6,249 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
- 5,217
- +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
- 2,012 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $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 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Grand Jean Capital Management Inc | 53,521 | $20.1M | 6.02% | +119+0.2% | Added |
| Spectrum Wealth Counsel, LLC | 53,470 | $20.1M | 2.79% | +53,470 | New |
| Baker Chad R | 53,435 | $20.1M | 4.52% | −30−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 53,313 | $20.0M | 2.20% | +2,380+4.7% | Added |
| Baker Ellis Asset Management LLC | 53,085 | $20.0M | 3.20% | −366−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 53,049 | $19.9M | 0.69% | −3,585−6.3% | Reduced |
| Strategy Asset Managers LLC | 53,040 | $19.9M | 4.73% | −454−0.8% | Reduced |
| Anomaly Capital Management, LP | 53,028 | $19.9M | 0.86% | +53,028 | New |
| Gifford Fong Associates | 52,925 | $19.9M | 4.23% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 52,914 | $19.9M | 5.74% | −1,395−2.6% | Reduced |
| Adalta Capital Management LLC | 52,836 | $19.9M | 12.01% | −312−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 52,800 | $19.9M | 11.96% | +588+1.1% | Added |
| Greenwich Wealth Management LLC | 52,731 | $19.8M | 1.96% | +523+1.0% | Added |
| GFS Advisors, LLC | 52,700 | $19.8M | 2.90% | −6,488−11.0% | Reduced |
| Aaron Wealth Advisors | 52,644 | $19.8M | 3.28% | −221,565−80.8% | Reduced |
| Whalerock Point Partners, LLC | 52,592 | $19.8M | 6.13% | −1,068−2.0% | Reduced |
| NTV Asset Management LLC | 52,581 | $19.8M | 3.33% | −685−1.3% | Reduced |
| McGuire Investment Group, LLC | 52,571 | $19.8M | 3.30% | +183+0.3% | Added |
| Capital Investment Counsel, Inc | 52,528 | $19.8M | 3.46% | +209+0.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 52,515 | $19.7M | 9.06% | +52,515 | New |
| Hamilton Wealth, LLC | 52,498 | $19.7M | 6.21% | +1,201+2.3% | Added |
| Meridian Wealth Advisors, LLC | 52,479 | $19.7M | 4.32% | +738+1.4% | Added |
| Jackson Square Capital, LLC | 52,451 | $19.7M | 6.35% | +452+0.9% | Added |
| Benin Management CORP | 52,448 | $19.7M | 6.72% | −330−0.6% | Reduced |
| Farmers National Bank | 52,323 | $19.7M | 6.31% | −834−1.6% | Reduced |
| Elevatus Welath Management | 52,308 | $19.7M | 8.94% | +17,760+51.4% | Added |
| Proequities, Inc. | 52,300 | $19.7M | 1.41% | +1,477+2.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 52,276 | $19.7M | 13.90% | −1,202−2.2% | Reduced |
| BRX Global LP | 52,262 | $19.7M | 18.18% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 52,167 | $19.6M | 8.41% | +52,167 | New |
| R.H. Dinel Investment Counsel, Inc. | 52,125 | $19.6M | 13.39% | −250.0% | Reduced |
| Stockman Wealth Management, Inc. | 52,041 | $19.6M | 3.90% | −1,556−2.9% | Reduced |
| RFG Advisory, LLC | 52,007 | $19.6M | 0.76% | +762+1.5% | Added |
| Canvas Wealth Advisors, LLC | 50,284 | $19.5M | 7.10% | −2,637−5.0% | Reduced |
| Hendley & Co Inc | 51,916 | $19.5M | 7.60% | −465−0.9% | Reduced |
| Phraction Management LLC | 51,902 | $19.5M | 8.23% | +220.0% | Added |
| HWG Holdings LP | 51,895 | $19.5M | 9.01% | +27,079+109.1% | Added |
| Bourgeon Capital Management LLC | 51,870 | $19.5M | 4.31% | +105+0.2% | Added |
| Parus Finance (UK) Ltd | 51,798 | $19.5M | 10.12% | +6,796+15.1% | Added |
| Point72 Italy, S.r.l. | 51,739 | $19.5M | 11.30% | +51,739 | New |
| Monarch Capital Management Inc | 51,591 | $19.4M | 5.88% | −1,197−2.3% | Reduced |
| Farley Capital L.P. | 51,492 | $19.4M | 20.24% | −480−0.9% | Reduced |
| Wayfinding Financial, LLC | 51,467 | $19.4M | 13.17% | +800+1.6% | Added |
| Camden National Bank | 51,423 | $19.3M | 3.60% | −2,161−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 51,399 | $19.3M | 3.10% | −508−1.0% | Reduced |
| Valicenti Advisory Services Inc | 51,238 | $19.3M | 5.86% | −169−0.3% | Reduced |
| West Coast Financial LLC | 51,218 | $19.3M | 2.53% | −4,198−7.6% | Reduced |
| Cardinal Capital Management | 51,151 | $19.2M | 3.64% | −1,177−2.2% | Reduced |
| L1 Capital International Pty Ltd | 51,132 | $19.2M | 10.08% | +51,132 | New |
| Broderick Brian C | 51,123 | $19.2M | 4.80% | +1,176+2.4% | Added |
| Punch & Associates Investment Management, Inc. | 51,020 | $19.2M | 1.12% | +259+0.5% | Added |
| Sirios Capital Management L P | 50,903 | $19.1M | 3.90% | −10,347−16.9% | Reduced |
| Cypress Asset Management Inc | 50,827 | $19.1M | 5.75% | +596+1.2% | Added |
| Rowland & Co Investment Counsel | 50,825 | $19.1M | 4.38% | −894−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 50,890 | $19.1M | 4.23% | +50,890 | New |
| Mirabella Financial Services LLP | 50,718 | $19.1M | 2.74% | +33,297+191.1% | Added |
| Capital Asset Advisory Services LLC | 50,632 | $19.0M | 1.18% | −201−0.4% | Reduced |
| Concentric Capital Strategies, LP | 50,626 | $19.0M | 2.47% | +11,349+28.9% | Added |
| Condor Capital Management | 50,624 | $19.0M | 2.04% | −2,022−3.8% | Reduced |
| Rench Wealth Management, Inc. | 50,622 | $19.0M | 8.02% | −1,874−3.6% | Reduced |
| Hartford Financial Management Inc. | 50,616 | $19.0M | 4.31% | −186−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 50,597 | $19.0M | 7.52% | −328−0.6% | Reduced |
| Stokes Family Office, LLC | 50,592 | $19.0M | 2.57% | −19,498−27.8% | Reduced |
| Legacy Advisors, LLC | 50,554 | $19.0M | 2.45% | +5,616+12.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 50,504 | $19.0M | 6.04% | −1,261−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 50,410 | $19.0M | 0.72% | +3,646+7.8% | Added |
| Asset Planning Services Inc | 50,390 | $18.9M | 11.52% | −710−1.4% | Reduced |
| First Interstate Bank | 50,359 | $18.9M | 1.40% | −1,993−3.8% | Reduced |
| Embree Financial Group | 50,357 | $18.9M | 3.98% | +50,357 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,337 | $18.9M | 1.15% | +1,533+3.1% | Added |
| Curi Capital | 50,256 | $18.9M | 2.61% | −5,828−10.4% | Reduced |
| GAMMA Investing LLC | 47,505 | $18.9M | 5.12% | +47,505 | New |
| Johnson Financial Group, Inc. | 50,224 | $18.9M | 1.03% | −1,780−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 50,044 | $18.8M | 3.09% | +236+0.5% | Added |
| Family Management Corp | 50,022 | $18.8M | 3.91% | +1,036+2.1% | Added |
| Center Lake Capital Management, LLC | 50,000 | $18.8M | 23.72% | −35,000−41.2% | Reduced |
| LTS One Management LP | 50,000 | $18.8M | 4.39% | −15,000−23.1% | Reduced |
| RBF Capital, LLC | 50,000 | $18.8M | 1.18% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 50,000 | $18.8M | 0.33% | −30,000−37.5% | Reduced |
| Pinpoint Asset Management Ltd | 49,841 | $18.7M | 4.15% | −49,859−50.0% | Reduced |
| Turim 21 Investimentos Ltda. | 49,613 | $18.7M | 5.96% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 49,583 | $18.6M | 1.41% | +2,563+5.5% | Added |
| Skyline Advisors, Inc. | 49,563 | $18.6M | 8.90% | +49,563 | New |
| Delta Financial Group, Inc. | 49,512 | $18.6M | 5.86% | −784−1.6% | Reduced |
| TRUE Private Wealth Advisors | 49,438 | $18.6M | 2.35% | −593−1.2% | Reduced |
| Berkshire Bank | 49,400 | $18.6M | 4.92% | −998−2.0% | Reduced |
| Trinity Street Asset Management LLP | 49,366 | $18.6M | 2.07% | +8,733+21.5% | Added |
| Aspiriant, LLC | 49,355 | $18.6M | 0.84% | −377−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 49,299 | $18.5M | 2.66% | −3,775−7.1% | Reduced |
| M Holdings Securities, Inc. | 49,194 | $18.5M | 2.09% | +2,112+4.5% | Added |
| Consilio Wealth Advisors, LLC | 49,097 | $18.5M | 9.37% | +12,778+35.2% | Added |
| Change Path, LLC | 48,957 | $18.4M | 1.18% | +4,421+9.9% | Added |
| Capital City Trust Co | 48,945 | $18.4M | 5.47% | +183+0.4% | Added |
| Hoertkorn Richard Charles | 48,850 | $18.4M | 8.28% | −315−0.6% | Reduced |
| Motley Fool Wealth Management, LLC | 48,926 | $18.3M | 0.96% | −2,796−5.4% | Reduced |
| Avestar Capital, LLC | 48,549 | $18.3M | 2.26% | +7,841+19.3% | Added |
| Bayesian Capital Management, LP | 48,500 | $18.2M | 1.94% | +18,200+60.1% | Added |
| Anabranch Capital Management, LP | 48,475 | $18.2M | 11.59% | −18,781−27.9% | Reduced |
| STF Management LP | 48,468 | $18.2M | 8.57% | −8,339−14.7% | Reduced |
| Rehmann Capital Advisory Group | 48,452 | $18.2M | 1.51% | +742+1.6% | Added |