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 |
|---|---|---|---|---|---|
| Owl Creek Asset Management, L.P. | 38,683 | $14.5M | 2.07% | +38,683 | New |
| Tranquility Partners, LLC | 38,587 | $14.5M | 6.08% | −1,983−4.9% | Reduced |
| Nicholas Investment Partners, LP | 38,579 | $14.5M | 1.70% | +721+1.9% | Added |
| Norden Group LLC | 38,519 | $14.5M | 2.53% | +4,053+11.8% | Added |
| Walter & Keenan Financial Consulting Co | 38,517 | $14.5M | 5.18% | −412−1.1% | Reduced |
| Puzo Michael J | 38,472 | $14.5M | 4.60% | −63−0.2% | Reduced |
| Birinyi Associates Inc | 38,436 | $14.5M | 5.14% | −1,059−2.7% | Reduced |
| Herold Advisors, Inc. | 38,411 | $14.4M | 4.00% | −1,217−3.1% | Reduced |
| Marshall & Sullivan Inc | 38,410 | $14.4M | 7.63% | −594−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 38,391 | $14.4M | 4.69% | +4,378+12.9% | Added |
| Pensionfund Sabic | 38,390 | $14.4M | 4.55% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 38,388 | $14.4M | 0.56% | +38,388 | New |
| Simon Quick Advisors, LLC | 38,347 | $14.4M | 1.28% | −1,385−3.5% | Reduced |
| Berger Financial Group, Inc | 38,335 | $14.4M | 1.49% | +359+0.9% | Added |
| Sunbelt Securities, Inc. | 38,257 | $14.4M | 1.81% | −586−1.5% | Reduced |
| Stansberry Asset Management, LLC | 38,205 | $14.4M | 2.39% | −3,594−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 38,201 | $14.4M | 3.80% | −573−1.5% | Reduced |
| Golden State Equity Partners | 38,146 | $14.3M | 3.48% | +1,000+2.7% | Added |
| Mount Yale Investment Advisors, LLC | 38,137 | $14.3M | 1.36% | +948+2.5% | Added |
| Hilltop Holdings Inc. | 38,130 | $14.3M | 1.63% | −250−0.7% | Reduced |
| WBH Advisory Inc | 38,103 | $14.3M | 1.59% | −764−2.0% | Reduced |
| Kavar Capital Partners Group, LLC | 38,075 | $14.3M | 1.60% | −20−0.1% | Reduced |
| NVWM, LLC | 38,063 | $14.3M | 4.29% | −676−1.7% | Reduced |
| Fox Hill Wealth Management | 38,050 | $14.3M | 10.98% | +38,050 | New |
| Selway Asset Management | 37,992 | $14.3M | 6.00% | +153+0.4% | Added |
| Paradigm Financial Partners, LLC | 37,926 | $14.3M | 3.46% | +369+1.0% | Added |
| Kidder Stephen W | 37,924 | $14.3M | 4.60% | −754−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 37,858 | $14.2M | 1.33% | −4,995−11.7% | Reduced |
| IFG Advisory, LLC | 37,835 | $14.2M | 1.04% | −1,370−3.5% | Reduced |
| Providence Capital Advisors, LLC | 37,830 | $14.2M | 3.41% | +418+1.1% | Added |
| Financial Advisory Service, Inc. | 37,830 | $14.2M | 1.35% | +2,484+7.0% | Added |
| Huber Capital Management LLC | 37,793 | $14.2M | 3.58% | −16,900−30.9% | Reduced |
| Coastal Investment Advisors, Inc. | 37,700 | $14.2M | 3.20% | +109+0.3% | Added |
| TLW Wealth Management, LLC | 37,634 | $14.2M | 10.08% | −2,100−5.3% | Reduced |
| FinTrust Capital Advisors, LLC | 37,612 | $14.1M | 2.82% | +620+1.7% | Added |
| Hamilton Capital Partners Inc. | 37,546 | $14.1M | 2.83% | +37,546 | New |
| IPG Investment Advisors LLC | 37,462 | $14.1M | 2.82% | +2,115+6.0% | Added |
| Inscription Capital, LLC | 37,417 | $14.1M | 3.85% | +3,978+11.9% | Added |
| Mirova | 37,410 | $14.1M | 2.88% | −184−0.5% | Reduced |
| LM Advisors LLC | 36,909 | $14.1M | 2.83% | +36,909 | New |
| Brown Miller Wealth Management, LLC | 37,310 | $14.0M | 7.01% | +620+1.7% | Added |
| Great Lakes Retirement, Inc. | 37,211 | $14.0M | 2.30% | +3,364+9.9% | Added |
| Somerset Trust Co | 37,171 | $14.0M | 6.13% | −2,761−6.9% | Reduced |
| Westover Capital Advisors, LLC | 37,132 | $14.0M | 4.54% | +2,752+8.0% | Added |
| Stonebrook Private Inc. | 37,035 | $13.9M | 4.65% | +37,035 | New |
| Hall Capital Management Co Inc | 37,017 | $13.9M | 8.17% | −616−1.6% | Reduced |
| Strategic Wealth Designers | 37,006 | $13.9M | 2.09% | +4,336+13.3% | Added |
| Atomi Financial Group, Inc. | 36,986 | $13.9M | 1.92% | +17,592+90.7% | Added |
| Manchester Capital Management LLC | 36,969 | $13.9M | 1.87% | +1,201+3.4% | Added |
| New Millennium Group LLC | 36,940 | $13.9M | 12.29% | −12,612−25.5% | Reduced |
| United Capital Management of KS, Inc. | 36,926 | $13.9M | 4.20% | −212−0.6% | Reduced |
| McGinn Investment Management, Inc. | 36,914 | $13.9M | 10.08% | −354−0.9% | Reduced |
| Moreno Evelyn V | 36,856 | $13.9M | 6.54% | −56,940−60.7% | Reduced |
| Portfolio Design Labs, LLC | 36,819 | $13.8M | 5.24% | +36,819 | New |
| Enterprise Bank & Trust Co | 36,794 | $13.8M | 4.92% | +2,005+5.8% | Added |
| Pegasus Asset Management, Inc. | 36,568 | $13.8M | 5.89% | −611−1.6% | Reduced |
| Vishria Bird Financial Group, LLC | 36,544 | $13.7M | 6.50% | −1,193−3.2% | Reduced |
| Greystone Financial Group, LLC | 36,348 | $13.7M | 3.16% | −2,645−6.8% | Reduced |
| Alaska Permanent Fund Corp | 36,348 | $13.7M | 0.23% | +6,718+22.7% | Added |
| Centaurus Financial, Inc. | 36,332 | $13.7M | 1.04% | +700+2.0% | Added |
| Laffer Tengler Investments | 36,246 | $13.6M | 3.62% | +2,026+5.9% | Added |
| Jackson Hole Capital Partners, LLC | 36,209 | $13.6M | 3.47% | −7,708−17.6% | Reduced |
| Abbot Financial Management, Inc. | 36,176 | $13.6M | 8.18% | +42+0.1% | Added |
| Arden Trust Co | 36,067 | $13.6M | 1.99% | +129+0.4% | Added |
| Stokes Capital Advisors, LLC | 35,950 | $13.5M | 4.28% | +1,226+3.5% | Added |
| Jupiter Wealth Management LLC | 35,910 | $13.5M | 7.94% | +887+2.5% | Added |
| Timber Creek Capital Management LLC | 35,893 | $13.5M | 4.60% | −31−0.1% | Reduced |
| Seizert Capital Partners, LLC | 35,885 | $13.5M | 0.68% | −3,986−10.0% | Reduced |
| Bulltick Wealth Management, LLC | 35,746 | $13.4M | 3.08% | −342−0.9% | Reduced |
| Stanley-Laman Group, Ltd. | 35,730 | $13.4M | 2.06% | −1,068−2.9% | Reduced |
| First Personal Financial Services | 35,660 | $13.4M | 3.26% | −554−1.5% | Reduced |
| Crescent Park Management, L.P. | 35,600 | $13.4M | 4.14% | −12,361−25.8% | Reduced |
| Sandler Capital Management | 35,598 | $13.4M | 1.73% | −25,011−41.3% | Reduced |
| Kesler, Norman & Wride, LLC | 35,564 | $13.4M | 3.06% | −1,013−2.8% | Reduced |
| CBOE Vest Financial, LLC | 35,531 | $13.4M | 0.50% | +7,191+25.4% | Added |
| MONECO Advisors, LLC | 35,452 | $13.3M | 2.54% | +9,689+37.6% | Added |
| Laidlaw Wealth Management LLC | 35,398 | $13.3M | 4.84% | +1,166+3.4% | Added |
| Aries Wealth Management | 35,374 | $13.3M | 4.74% | −448−1.3% | Reduced |
| Sandbox Financial Partners, LLC | 35,353 | $13.3M | 6.24% | +1,126+3.3% | Added |
| John G Ullman & Associates Inc | 35,146 | $13.2M | 2.10% | +68+0.2% | Added |
| Davidson Trust Co | 35,087 | $13.2M | 8.51% | +730+2.1% | Added |
| Lafayette Investments, Inc. | 35,074 | $13.2M | 3.28% | +18+0.1% | Added |
| Great Diamond Partners, LLC | 35,041 | $13.2M | 3.25% | −1,264−3.5% | Reduced |
| First Bank & Trust | 35,028 | $13.2M | 3.18% | +247+0.7% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $13.2M | 5.98% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 35,000 | $13.2M | 6.82% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 34,947 | $13.1M | 3.62% | +11,828+51.2% | Added |
| Leo Wealth, LLC | 33,585 | $13.1M | 1.36% | +33,585 | New |
| Glassy Mountain Advisors, Inc. | 34,884 | $13.1M | 5.41% | −773−2.2% | Reduced |
| Soundmark Wealth Management, LLC | 34,832 | $13.1M | 6.47% | −156−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 34,885 | $13.1M | 5.62% | +475+1.4% | Added |
| Guardian Wealth Advisors, LLC | 34,805 | $13.1M | 1.99% | −515−1.5% | Reduced |
| Greater Midwest Financial Group, LLC | 34,767 | $13.1M | 8.89% | +34,767 | New |
| Eagle Rock Investment Company, LLC | 34,758 | $13.1M | 2.67% | −726−2.0% | Reduced |
| Point72 Middle East FZE | 34,730 | $13.1M | 0.91% | +24,739+247.6% | Added |
| Citizens National Bank Trust Department | 34,723 | $13.1M | 3.31% | +167+0.5% | Added |
| Midland Wealth Advisors LLC | 34,664 | $13.0M | 0.89% | +34,664 | New |
| Nordwand Advisors, LLC | 34,658 | $13.0M | 3.44% | −2,443−6.6% | Reduced |
| Columbia Trust Co 01012016 | 34,450 | $13.0M | 5.85% | +1,968+6.1% | Added |
| Quent Capital, LLC | 34,421 | $12.9M | 1.74% | +2,513+7.9% | Added |