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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 48,402 | $18.2M | 8.88% | −25−0.1% | Reduced |
| Thames Capital Management LLC | 48,396 | $18.2M | 9.38% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 48,337 | $18.2M | 7.33% | −183−0.4% | Reduced |
| Portside Wealth Group, LLC | 48,157 | $18.1M | 3.37% | +7,601+18.7% | Added |
| Claro Advisors LLC | 48,030 | $18.1M | 3.92% | +1,163+2.5% | Added |
| Forum Financial Management, LP | 48,004 | $18.1M | 0.34% | +1,593+3.4% | Added |
| Capital Planning Advisors, LLC | 47,998 | $18.0M | 3.41% | −577−1.2% | Reduced |
| Scott & Selber, Inc. | 47,953 | $18.0M | 6.76% | −542−1.1% | Reduced |
| McDonald Partners LLC | 47,826 | $18.0M | 5.34% | +241+0.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 47,819 | $18.0M | 1.20% | −1,417−2.9% | Reduced |
| Holocene Advisors, LP | 47,814 | $18.0M | 0.07% | −873,423−94.8% | Reduced |
| Wealthsource Partners, LLC | 47,813 | $18.0M | 1.17% | −2,312−4.6% | Reduced |
| NBW Capital LLC | 47,811 | $18.0M | 3.94% | +12,003+33.5% | Added |
| Miller Wealth Advisors, LLC | 47,554 | $17.9M | 11.47% | +697+1.5% | Added |
| Connecticut Wealth Management, LLC | 47,504 | $17.9M | 1.03% | +10,862+29.6% | Added |
| Duncker Streett & Co Inc | 47,461 | $17.8M | 3.77% | +2,930+6.6% | Added |
| Lakeview Capital Partners, LLC | 47,380 | $17.8M | 3.16% | +179+0.4% | Added |
| Bank Hapoalim BM | 47,345 | $17.8M | 2.43% | −2,232−4.5% | Reduced |
| GPM Growth Investors, Inc. | 47,324 | $17.8M | 8.38% | −661−1.4% | Reduced |
| Advisory Research Inc | 47,283 | $17.8M | 2.74% | −9,227−16.3% | Reduced |
| McCollum Christoferson Group LLC | 47,258 | $17.8M | 5.38% | −820−1.7% | Reduced |
| Goldstream Capital Management Ltd | 47,254 | $17.8M | 12.03% | +8,965+23.4% | Added |
| Walden Wealth Partners LLC | 47,189 | $17.7M | 11.17% | +47,189 | New |
| Red Door Wealth Management, LLC | 47,163 | $17.7M | 3.85% | +1,713+3.8% | Added |
| Paragon Capital Management LLC | 47,104 | $17.7M | 10.05% | −179−0.4% | Reduced |
| CFM Wealth Partners LLC | 47,064 | $17.7M | 4.00% | +184+0.4% | Added |
| Light Street Capital Management, LLC | 46,997 | $17.7M | 5.29% | −16,936−26.5% | Reduced |
| Madrona Financial Services, LLC | 46,968 | $17.7M | 6.97% | −292−0.6% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 46,913 | $17.6M | 4.77% | +46,913 | New |
| Cooper Financial Group | 46,891 | $17.6M | 3.21% | +1,387+3.0% | Added |
| Little House Capital LLC | 46,891 | $17.6M | 6.43% | +3,510+8.1% | Added |
| Westbourne Investment Advisors, Inc. | 46,878 | $17.6M | 7.06% | −672−1.4% | Reduced |
| Hedeker Wealth, LLC | 46,799 | $17.6M | 5.56% | −625−1.3% | Reduced |
| Rothschild Capital Partners, LLC | 46,776 | $17.6M | 5.54% | +903+2.0% | Added |
| Financial Engines Advisors L.L.C. | 46,753 | $17.6M | 0.04% | +7,530+19.2% | Added |
| Buckingham Strategic Partners | 46,743 | $17.6M | 0.84% | −9,494−16.9% | Reduced |
| FACT Capital, LP | 46,733 | $17.6M | 7.04% | −19,314−29.2% | Reduced |
| Krilogy Financial LLC | 46,622 | $17.5M | 1.49% | −688−1.5% | Reduced |
| West Branch Capital LLC | 46,582 | $17.5M | 8.23% | +2,691+6.1% | Added |
| Allred Capital Management, LLC | 46,580 | $17.5M | 7.61% | −851−1.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 46,522 | $17.5M | 15.79% | +2,180+4.9% | Added |
| Montecito Bank & Trust | 46,437 | $17.5M | 3.76% | −206−0.4% | Reduced |
| Live Oak Private Wealth LLC | 46,338 | $17.4M | 3.27% | −462−1.0% | Reduced |
| Decatur Capital Management, Inc. | 46,307 | $17.4M | 10.44% | +3,795+8.9% | Added |
| EverSource Wealth Advisors, LLC | 46,282 | $17.4M | 1.59% | +2,434+5.6% | Added |
| Rockline Wealth Management, LLC | 46,208 | $17.4M | 7.22% | +46,208 | New |
| Asset Dedication, LLC | 46,145 | $17.4M | 1.41% | +80.0% | Added |
| Wealth Architects, LLC | 46,174 | $17.4M | 2.44% | +31,230+209.0% | Added |
| Whitford Management LLC | 46,088 | $17.3M | 6.81% | +46,088 | New |
| Oakworth Capital, Inc. | 45,958 | $17.3M | 1.39% | +220.0% | Added |
| PFG Investments, LLC | 45,940 | $17.3M | 3.21% | +1,507+3.4% | Added |
| Jacobi Capital Management LLC | 45,938 | $17.3M | 1.77% | −154−0.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 45,714 | $17.2M | 8.09% | −1,147−2.4% | Reduced |
| Aspire Capital Advisors LLC | 45,685 | $17.2M | 6.97% | +1,215+2.7% | Added |
| Heron Bay Capital Management | 45,639 | $17.2M | 3.97% | −942−2.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 45,624 | $17.2M | 3.52% | −297−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 45,624 | $17.2M | 2.57% | −1,600−3.4% | Reduced |
| Boyar Asset Management Inc. | 45,577 | $17.1M | 12.86% | −4,369−8.7% | Reduced |
| Belmont Capital, LLC | 45,535 | $17.1M | 7.31% | +8,134+21.7% | Added |
| Legacy Trust | 45,534 | $17.1M | 4.46% | +1,285+2.9% | Added |
| Arete Wealth Advisors, LLC | 45,493 | $17.1M | 1.30% | +45,493 | New |
| PBCay One RSC Ltd | 45,500 | $17.1M | 3.74% | +45,500 | New |
| 9258 Wealth Management, LLC | 45,491 | $17.1M | 3.01% | +465+1.0% | Added |
| Biondo Investment Advisors, LLC | 45,489 | $17.1M | 2.91% | −1,614−3.4% | Reduced |
| Solidarilty Wealth, LLC | 45,489 | $17.1M | 6.17% | +1,780+4.1% | Added |
| Institute for Wealth Management, LLC. | 45,429 | $17.1M | 2.79% | −3,606−7.4% | Reduced |
| Continuum Advisory, LLC | 45,266 | $17.0M | 2.42% | −2,784−5.8% | Reduced |
| Roberts Glore & Co Inc | 45,240 | $17.0M | 5.30% | −1,374−2.9% | Reduced |
| Archford Capital Strategies, LLC | 45,222 | $17.0M | 3.11% | −4,783−9.6% | Reduced |
| RMR Wealth Builders | 45,201 | $17.0M | 2.39% | −638−1.4% | Reduced |
| Sendero Wealth Management, LLC | 45,197 | $17.0M | 3.20% | +1,016+2.3% | Added |
| Brady Family Wealth, LLC | 45,141 | $17.0M | 5.82% | +637+1.4% | Added |
| Texas Yale Capital Corp. | 45,073 | $16.9M | 0.81% | +895+2.0% | Added |
| Baugh & Associates, LLC | 45,057 | $16.9M | 9.74% | −855−1.9% | Reduced |
| Boston Research & Management Inc | 45,041 | $16.9M | 4.50% | −1,388−3.0% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $16.9M | 10.78% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 44,839 | $16.9M | 4.59% | −1,786−3.8% | Reduced |
| Central Bank & Trust Co | 44,812 | $16.9M | 2.61% | +71+0.2% | Added |
| Morse Asset Management, Inc | 44,770 | $16.8M | 4.96% | −1,384−3.0% | Reduced |
| Marietta Wealth Management, LLC | 44,769 | $16.8M | 3.00% | +62+0.1% | Added |
| Parkside Financial Bank & Trust | 44,665 | $16.8M | 3.05% | +9,798+28.1% | Added |
| Benedict Financial Advisors Inc | 44,656 | $16.8M | 4.58% | −968−2.1% | Reduced |
| Ascent Wealth Partners, LLC | 44,644 | $16.8M | 2.74% | +1,672+3.9% | Added |
| Wills Financial Group, Inc. | 44,501 | $16.7M | 8.45% | −370−0.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 44,472 | $16.7M | 3.31% | −245−0.5% | Reduced |
| Gryphon Financial Partners LLC | 48,046 | $16.7M | 2.96% | +15,231+46.4% | Added |
| Lattice Capital Management, LLC | 44,408 | $16.7M | 18.51% | 00.0% | Unchanged |
| Security National Bank | 44,371 | $16.7M | 3.77% | −149−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 44,258 | $16.6M | 4.50% | +233+0.5% | Added |
| Wealth Alliance | 44,256 | $16.6M | 2.33% | +422+1.0% | Added |
| Canal Capital Management, LLC | 44,236 | $16.6M | 3.08% | +2,410+5.8% | Added |
| Hosking Partners LLP | 44,225 | $16.6M | 0.70% | −21,860−33.1% | Reduced |
| Hollencrest Capital Management | 44,222 | $16.6M | 1.57% | +613+1.4% | Added |
| Rodgers Brothers Inc. | 44,104 | $16.6M | 2.62% | −762−1.7% | Reduced |
| Davis-Rea Ltd. | 43,939 | $16.5M | 8.46% | +3,196+7.8% | Added |
| Beverly Hills Private Wealth, LLC | 43,919 | $16.5M | 4.31% | −281−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 43,843 | $16.5M | 2.28% | −122−0.3% | Reduced |
| Winch Advisory Services, LLC | 43,826 | $16.5M | 5.47% | −431−1.0% | Reduced |
| Northwest Bancshares, Inc. | 43,812 | $16.5M | 3.00% | −2,461−5.3% | Reduced |
| Patten Group, Inc. | 43,786 | $16.5M | 4.47% | −1,142−2.5% | Reduced |