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 |
|---|---|---|---|---|---|
| Iowa State Bank | 43,751 | $16.5M | 3.95% | −723−1.6% | Reduced |
| Keystone Financial Group | 43,656 | $16.4M | 2.85% | −2,274−5.0% | Reduced |
| Quantum Private Wealth, LLC | 43,594 | $16.4M | 6.86% | +206+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 43,554 | $16.4M | 1.20% | +202+0.5% | Added |
| First National Bank & Trust Co of Newtown | 43,515 | $16.4M | 3.52% | −1,275−2.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 43,500 | $16.4M | 3.11% | −26,500−37.9% | Reduced |
| Skopos Labs, Inc. | 43,500 | $16.4M | 7.80% | +43,500 | New |
| JCIC Asset Management Inc. | 43,333 | $16.3M | 7.27% | −277−0.6% | Reduced |
| Platform Technology Partners | 39,237 | $16.3M | 6.33% | +1,671+4.4% | Added |
| Keebeck Wealth Management, LLC | 43,326 | $16.3M | 2.69% | +809+1.9% | Added |
| Trust Point Inc. | 43,262 | $16.3M | 1.35% | +43,262 | New |
| Old Point Trust & Financial Services N A | 43,214 | $16.3M | 6.55% | −1,440−3.2% | Reduced |
| Marcum Wealth, LLC | 43,127 | $16.2M | 1.73% | +260+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 43,087 | $16.2M | 1.47% | +256+0.6% | Added |
| Legacy Wealth Management, LLC | 43,087 | $16.2M | 7.81% | −150−0.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 43,086 | $16.2M | 0.84% | −404−0.9% | Reduced |
| Stoneridge Investment Partners LLC | 43,079 | $16.2M | 6.82% | −3,747−8.0% | Reduced |
| Morton Capital Management LLC | 43,062 | $16.2M | 4.81% | −489−1.1% | Reduced |
| Keel Point, LLC | 43,023 | $16.2M | 1.93% | +1,114+2.7% | Added |
| Symphony Financial, Ltd. Co. | 41,719 | $16.2M | 3.47% | +5,080+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 42,949 | $16.2M | 2.54% | −485−1.1% | Reduced |
| Isthmus Partners, LLC | 42,929 | $16.1M | 2.10% | −1,655−3.7% | Reduced |
| SeaBridge Investment Advisors LLC | 42,926 | $16.1M | 4.70% | +203+0.5% | Added |
| Consolidated Capital Management, LLC | 42,922 | $16.1M | 8.61% | −3,567−7.7% | Reduced |
| Wall Street Access Asset Management, LLC | 42,919 | $16.1M | 7.58% | −592−1.4% | Reduced |
| Sentry Investment Management LLC | 42,916 | $16.1M | 6.93% | −226−0.5% | Reduced |
| Nkcfo LLC | 42,850 | $16.1M | 8.73% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 42,839 | $16.1M | 6.10% | −115−0.3% | Reduced |
| Next Century Growth Investors LLC | 42,625 | $16.0M | 1.56% | +2,753+6.9% | Added |
| Camden Capital, LLC | 42,519 | $16.0M | 1.63% | +12,591+42.1% | Added |
| Royal Fund Management, LLC | 42,290 | $15.9M | 2.02% | +1,103+2.7% | Added |
| Sage Mountain Advisors LLC | 42,376 | $15.9M | 1.85% | −3,072−6.8% | Reduced |
| Harbor Island Capital LLC | 42,351 | $15.9M | 7.90% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 42,342 | $15.9M | 5.15% | +836+2.0% | Added |
| Shikiar Asset Management Inc | 42,314 | $15.9M | 4.93% | −502−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 42,458 | $15.9M | 1.63% | −2,837−6.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,397 | $15.9M | 0.81% | +5,403+14.6% | Added |
| Romano Brothers and Company | 42,216 | $15.9M | 2.36% | −1,703−3.9% | Reduced |
| Mattern Capital Management, LLC | 41,979 | $15.8M | 2.29% | +505+1.2% | Added |
| Lincoln Capital LLC | 41,918 | $15.8M | 3.84% | −784−1.8% | Reduced |
| Torray LLC | 41,885 | $15.8M | 2.55% | +479+1.2% | Added |
| Manhattan West Asset Management, LLC | 41,849 | $15.7M | 4.42% | +9,427+29.1% | Added |
| Northwest Capital Management Inc | 41,848 | $15.7M | 5.28% | −2,392−5.4% | Reduced |
| SOA Wealth Advisors, LLC. | 41,794 | $15.7M | 3.50% | −406−1.0% | Reduced |
| Horan Capital Advisors, LLC. | 41,691 | $15.7M | 5.75% | −921−2.2% | Reduced |
| Duff & Phelps Investment Management Co | 41,579 | $15.6M | 0.19% | −1,487−3.5% | Reduced |
| Ervin Investment Management, LLC | 41,415 | $15.6M | 11.90% | −69−0.2% | Reduced |
| Traynor Capital Management, Inc. | 41,351 | $15.5M | 1.80% | +1,749+4.4% | Added |
| Heathbridge Capital Management Ltd. | 41,330 | $15.5M | 6.67% | −1,575−3.7% | Reduced |
| Geller Advisors LLC | 41,250 | $15.5M | 1.51% | +7,456+22.1% | Added |
| Partners Capital Investment Group, LLP | 41,248 | $15.5M | 0.34% | −810−1.9% | Reduced |
| Cooper Investors Pty Ltd | 41,197 | $15.5M | 0.93% | +41,197 | New |
| Sargent Investment Group, LLC | 41,036 | $15.4M | 3.38% | −190−0.5% | Reduced |
| Altfest L J & Co Inc | 40,930 | $15.4M | 2.23% | +931+2.3% | Added |
| Bonness Enterprises Inc | 40,900 | $15.4M | 6.43% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 40,876 | $15.4M | 3.76% | −378−0.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 40,872 | $15.4M | 0.15% | +2,584+6.7% | Added |
| Broadwater Capital Management LLC | 40,779 | $15.3M | 12.01% | +40,779 | New |
| Old Second National Bank of Aurora | 40,722 | $15.3M | 4.22% | −1,008−2.4% | Reduced |
| Hanson & Doremus Investment Management | 40,629 | $15.3M | 2.88% | −529−1.3% | Reduced |
| Twinbeech Capital LP | 40,559 | $15.3M | 0.25% | +21,851+116.8% | Added |
| Portland Global Advisors LLC | 40,473 | $15.2M | 2.28% | −589−1.4% | Reduced |
| Litman Gregory Asset Management LLC | 40,413 | $15.2M | 1.44% | −2,515−5.9% | Reduced |
| Udine Wealth Management, Inc. | 40,378 | $15.2M | 12.09% | −265−0.7% | Reduced |
| CFO4Life Group, LLC | 40,373 | $15.2M | 2.90% | −82−0.2% | Reduced |
| SS&H Financial Advisors, Inc. | 40,327 | $15.2M | 6.43% | −150−0.4% | Reduced |
| CIC Wealth, LLC | 40,319 | $15.2M | 4.81% | −299−0.7% | Reduced |
| Moser Wealth Advisors, LLC | 40,278 | $15.1M | 9.67% | +2,556+6.8% | Added |
| Financial Partners Group, Inc | 40,273 | $15.1M | 2.72% | +951+2.4% | Added |
| Whitener Capital Management, Inc. | 40,240 | $15.1M | 5.48% | +553+1.4% | Added |
| Silverlake Wealth Management LLC | 40,075 | $15.1M | 8.31% | −2,032−4.8% | Reduced |
| Pure Financial Advisors, Inc. | 40,022 | $15.0M | 0.52% | +2,733+7.3% | Added |
| Benjamin Edwards Inc | 40,010 | $15.0M | 3.28% | −448−1.1% | Reduced |
| Ardmore Road Asset Management LP | 40,000 | $15.0M | 3.42% | −60,000−60.0% | Reduced |
| Telemark Asset Management, LLC | 40,000 | $15.0M | 2.24% | +20,000+100.0% | Added |
| FFG Partners, LLC | 39,932 | $15.0M | 8.01% | +39,932 | New |
| David Loasby | 40,777 | $15.0M | 1.61% | +1,060+2.7% | Added |
| Chapin Davis, Inc. | 39,838 | $15.0M | 6.31% | −1,242−3.0% | Reduced |
| M. Kulyk & Associates, LLC | 39,758 | $15.0M | 3.48% | +1,433+3.7% | Added |
| Harrell Investment Partners, LLC | 39,730 | $14.9M | 4.65% | +689+1.8% | Added |
| Jefferies Financial Group Inc. | 39,708 | $14.9M | 0.23% | −27,419−40.8% | Reduced |
| Bill Few Associates, Inc. | 39,608 | $14.9M | 6.79% | +543+1.4% | Added |
| Round Rock Advisors, LLC | 39,545 | $14.9M | 3.74% | +36,167+1,070.7% | Added |
| Coppell Advisory Solutions LLC | 39,515 | $14.9M | 2.99% | +28,569+261.0% | Added |
| Baldwin Investment Management, LLC | 39,494 | $14.9M | 2.32% | +1,250+3.3% | Added |
| Horizon Investments, LLC | 39,562 | $14.8M | 0.41% | −71,117−64.3% | Reduced |
| Humankind Investments LLC | 39,330 | $14.8M | 4.39% | −2,365−5.7% | Reduced |
| Inlet Private Wealth, LLC | 39,228 | $14.8M | 4.52% | −448−1.1% | Reduced |
| Tyche Wealth Partners LLC | 39,171 | $14.7M | 3.55% | +39,171 | New |
| American Trust | 39,107 | $14.7M | 1.09% | −1,603−3.9% | Reduced |
| Trustmark National Bank Trust Department | 39,082 | $14.7M | 1.34% | +3,876+11.0% | Added |
| a16z Perennial Management, L.P. | 39,012 | $14.7M | 2.48% | +39,012 | New |
| Codex Capital, L.L.C. | 39,000 | $14.7M | 8.55% | −1,000−2.5% | Reduced |
| PDS Planning, Inc | 38,970 | $14.7M | 1.67% | +1,174+3.1% | Added |
| Barometer Capital Management Inc. | 38,962 | $14.7M | 4.15% | −6,158−13.6% | Reduced |
| Grandview Asset Management LLC | 38,934 | $14.6M | 7.69% | −978−2.5% | Reduced |
| Searle & Co. | 38,811 | $14.6M | 3.99% | +770+2.0% | Added |
| Carlson Capital Management | 38,807 | $14.6M | 0.75% | +3,167+8.9% | Added |
| Brave Asset Management Inc | 38,792 | $14.6M | 4.11% | −740−1.9% | Reduced |
| Potrero Capital Research LLC | 38,694 | $14.6M | 7.96% | 00.0% | Unchanged |