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 |
|---|---|---|---|---|---|
| Roman Butler Fullerton & Co | 31,998 | $12.9M | 5.03% | +3,146+10.9% | Added |
| Advanced Asset Management Advisors Inc | 34,353 | $12.9M | 3.07% | −254−0.7% | Reduced |
| Carderock Capital Management Inc | 34,330 | $12.9M | 3.56% | +1,143+3.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 34,304 | $12.9M | 2.44% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 34,281 | $12.9M | 1.83% | +23+0.1% | Added |
| Grove Bank & Trust | 34,250 | $12.9M | 2.37% | +4,112+13.6% | Added |
| Bedel Financial Consulting, Inc. | 34,134 | $12.8M | 2.35% | −1,979−5.5% | Reduced |
| TCI Wealth Advisors, Inc. | 34,087 | $12.8M | 1.37% | +544+1.6% | Added |
| Quantbot Technologies LP | 34,071 | $12.8M | 0.74% | +23,127+211.3% | Added |
| Cornerstone Advisory, LLC | 34,025 | $12.8M | 2.00% | +1,881+5.9% | Added |
| Financial Network Wealth Management LLC | 33,985 | $12.8M | 5.53% | −2,760−7.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 33,974 | $12.8M | 3.40% | −401−1.2% | Reduced |
| Builder Investment Group Inc | 33,939 | $12.8M | 4.58% | +45+0.1% | Added |
| In-Depth Partners, LLC | 33,930 | $12.8M | 11.15% | 00.0% | Unchanged |
| Navellier & Associates Inc | 33,928 | $12.8M | 1.91% | +13,551+66.5% | Added |
| Buckhead Capital Management LLC | 33,924 | $12.8M | 4.72% | −1,456−4.1% | Reduced |
| StoneX Group Inc. | 33,890 | $12.7M | 1.27% | +3,330+10.9% | Added |
| Evexia Wealth LLC | 30,989 | $12.7M | 5.38% | +161+0.5% | Added |
| Mandatum Life Insurance Co Ltd | 33,886 | $12.7M | 4.73% | +2,658+8.5% | Added |
| Zullo Investment Group, Inc. | 33,884 | $12.7M | 6.53% | +457+1.4% | Added |
| Sierra Summit Advisors LLC | 33,775 | $12.7M | 3.70% | +33,775 | New |
| Argonautica Private Wealth Management, Inc | 33,768 | $12.7M | 5.20% | −2,236−6.2% | Reduced |
| Northside Capital Management, LLC | 33,738 | $12.7M | 3.97% | 00.0% | Unchanged |
| Univest Financial Corp | 33,672 | $12.7M | 3.74% | +354+1.1% | Added |
| MSA Advisors, LLC | 33,650 | $12.7M | 4.41% | +33,650 | New |
| Connable Office Inc | 33,642 | $12.7M | 1.53% | +80.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 33,633 | $12.6M | 10.12% | −304−0.9% | Reduced |
| Argyle Capital Management Inc. | 33,619 | $12.6M | 5.24% | −6,493−16.2% | Reduced |
| Westmount Partners, LLC | 33,616 | $12.6M | 5.16% | −293−0.9% | Reduced |
| Founders Financial Securities LLC | 33,548 | $12.6M | 1.40% | +6,413+23.6% | Added |
| Highlander Capital Management, LLC | 33,521 | $12.6M | 4.49% | +3,766+12.7% | Added |
| Dudley Capital Management, LLC | 33,416 | $12.6M | 8.07% | +53+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 33,366 | $12.5M | 3.96% | −1,023−3.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 33,358 | $12.5M | 2.16% | +21,317+177.0% | Added |
| Affinity Wealth Management LLC | 33,338 | $12.5M | 2.57% | +882+2.7% | Added |
| Hirtle Callaghan & Co LLC | 33,326 | $12.5M | 0.57% | +111+0.3% | Added |
| Harbour Capital Advisors, LLC | 33,733 | $12.5M | 3.43% | +78+0.2% | Added |
| Telos Capital Management, Inc. | 33,242 | $12.5M | 1.52% | +446+1.4% | Added |
| Shorepoint Capital Partners LLC | 33,237 | $12.5M | 3.35% | −1,537−4.4% | Reduced |
| GDS Wealth Management | 33,230 | $12.5M | 1.68% | +3,226+10.8% | Added |
| Ravenstone Capital Management Inc. | 33,099 | $12.4M | 9.01% | −2,670−7.5% | Reduced |
| Formidable Asset Management, LLC | 33,084 | $12.4M | 2.71% | −666−2.0% | Reduced |
| Financial Perspectives, Inc | 33,069 | $12.4M | 5.05% | −24−0.1% | Reduced |
| Tradition Wealth Management, LLC | 33,066 | $12.4M | 1.30% | +1,940+6.2% | Added |
| Uncommon Cents Investing LLC | 32,985 | $12.4M | 4.11% | −348−1.0% | Reduced |
| Warther Private Wealth, LLC | 32,939 | $12.4M | 6.93% | −1,340−3.9% | Reduced |
| Strategic Global Advisors, LLC | 32,929 | $12.4M | 2.84% | −23,007−41.1% | Reduced |
| Orca Investment Management, LLC | 32,921 | $12.4M | 11.88% | +519+1.6% | Added |
| Advisor OS, LLC | 32,902 | $12.4M | 1.61% | +696+2.2% | Added |
| Strait & Sound Wealth Management LLC | 31,766 | $12.4M | 7.72% | +244+0.8% | Added |
| Old Port Advisors | 32,837 | $12.3M | 4.10% | −700−2.1% | Reduced |
| Naviter Wealth, LLC | 32,764 | $12.3M | 2.48% | +6,189+23.3% | Added |
| C Partners Holding GmbH | 32,753 | $12.3M | 3.49% | −2,094−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 32,753 | $12.3M | 2.42% | −793−2.4% | Reduced |
| MCF Advisors LLC | 32,669 | $12.3M | 1.00% | +186+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 32,619 | $12.3M | 3.37% | +170+0.5% | Added |
| Bremer Bank National Association | 32,586 | $12.3M | 2.29% | −124−0.4% | Reduced |
| Tikehau Investment Management | 32,565 | $12.2M | 10.14% | −5,001−13.3% | Reduced |
| Artemis Wealth Advisors, LLC | 32,565 | $12.2M | 2.35% | +90.0% | Added |
| General Pension Society PZU Joint Stock Co | 32,500 | $12.2M | 3.90% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 32,471 | $12.2M | 0.70% | −3,185−8.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 32,403 | $12.2M | 6.69% | −34,589−51.6% | Reduced |
| BNC Wealth Management, LLC | 32,403 | $12.2M | 5.76% | +2,194+7.3% | Added |
| Citizens & Northern Corp | 32,391 | $12.2M | 4.35% | −1,079−3.2% | Reduced |
| National Philanthropic Trust | 32,361 | $12.2M | 0.32% | +32,361 | New |
| Nicolet Bankshares Inc | 32,264 | $12.1M | 3.27% | +566+1.8% | Added |
| Chesapeake Wealth Management | 32,258 | $12.1M | 4.68% | −872−2.6% | Reduced |
| Plancorp, LLC | 32,252 | $12.1M | 0.58% | +755+2.4% | Added |
| Chapman Investment Management, LLC | 32,240 | $12.1M | 9.23% | −63−0.2% | Reduced |
| Boit C F David | 32,704 | $12.1M | 6.86% | +1,500+4.8% | Added |
| DLK Investment Management, LLC | 32,229 | $12.1M | 5.52% | +32,229 | New |
| Southeast Asset Advisors Inc. | 32,207 | $12.1M | 1.61% | +481+1.5% | Added |
| Strategic Investment Advisors | 32,166 | $12.1M | 1.75% | −381−1.2% | Reduced |
| LMG Wealth Partners, LLC | 32,100 | $12.1M | 3.35% | +5,736+21.8% | Added |
| Harbour Trust & Investment Management Co | 32,091 | $12.1M | 1.70% | +32,091 | New |
| Alpha Family Trust | 32,070 | $12.1M | 8.14% | −1,830−5.4% | Reduced |
| Gardner Lewis Asset Management L P | 31,925 | $12.0M | 4.18% | +698+2.2% | Added |
| Dumont & Blake Investment Advisors LLC | 31,912 | $12.0M | 3.71% | −1,144−3.5% | Reduced |
| Chronos Wealth Management, LLC | 31,886 | $12.0M | 7.63% | −846−2.6% | Reduced |
| Nilsine Partners, LLC | 31,874 | $12.0M | 1.84% | −5,687−15.1% | Reduced |
| Q Capital Solutions | 31,864 | $12.0M | 9.86% | +7,841+32.6% | Added |
| TFG Advisers LLC | 31,847 | $12.0M | 5.03% | −32−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 31,842 | $12.0M | 4.85% | −1,374−4.1% | Reduced |
| Trust Co of Oklahoma | 31,801 | $12.0M | 4.48% | −1,284−3.9% | Reduced |
| Summa Corp. | 31,780 | $12.0M | 8.36% | +31,780 | New |
| Graphene Investments SAS | 31,700 | $11.9M | 7.73% | −5,200−14.1% | Reduced |
| Oarsman Capital, Inc. | 31,681 | $11.9M | 3.16% | +61+0.2% | Added |
| Bank of New Hampshire | 31,654 | $11.9M | 3.38% | −446−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 31,594 | $11.9M | 2.28% | +1,845+6.2% | Added |
| Vista Capital Partners, Inc. | 31,521 | $11.9M | 1.58% | +6,235+24.7% | Added |
| Firetrail Investments Pty Ltd | 28,924 | $11.9M | 8.73% | +28,924 | New |
| XXEC, Inc. | 31,474 | $11.8M | 9.32% | −1,985−5.9% | Reduced |
| Concentric Wealth Management, LLC | 31,467 | $11.8M | 3.44% | −943−2.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 31,429 | $11.8M | 5.22% | −592−1.8% | Reduced |
| Bray Capital Advisors | 31,418 | $11.8M | 3.27% | −235−0.7% | Reduced |
| Arlington Trust Co LLC | 31,414 | $11.8M | 3.31% | +14,046+80.9% | Added |
| GeoWealth Management, LLC | 31,388 | $11.8M | 0.98% | +26,928+603.8% | Added |
| Concord Wealth Partners | 31,381 | $11.8M | 2.36% | +3,703+13.4% | Added |
| Northstar Asset Management LLC | 31,376 | $11.8M | 3.11% | −90−0.3% | Reduced |
| Hollow Brook Wealth Management LLC | 31,376 | $11.8M | 4.71% | +1,075+3.5% | Added |