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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 31,364 | $11.8M | 3.20% | +580+1.9% | Added |
| Monument Capital Management | 31,264 | $11.8M | 3.78% | +806+2.6% | Added |
| Buttonwood Financial Advisors Inc. | 31,245 | $11.7M | 6.40% | −1,507−4.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 31,233 | $11.7M | 1.39% | −1,679−5.1% | Reduced |
| Mirador Capital Partners LP | 31,184 | $11.7M | 2.48% | +12,959+71.1% | Added |
| Avidian Wealth Solutions, LLC | 31,153 | $11.7M | 0.73% | +493+1.6% | Added |
| Savoie Capital LLC | 31,131 | $11.7M | 2.67% | +4,471+16.8% | Added |
| Founders Financial Alliance, LLC | 31,123 | $11.7M | 4.54% | +631+2.1% | Added |
| Spreng Capital Management, Inc. | 31,076 | $11.7M | 7.32% | +429+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 31,061 | $11.7M | 3.53% | +1,343+4.5% | Added |
| Accent Capital Management, LLC | 31,031 | $11.7M | 9.21% | +31,031 | New |
| Jackson Hill Advisors, LLC | 31,000 | $11.7M | 7.17% | −3,000−8.8% | Reduced |
| WealthTrust Axiom LLC | 30,974 | $11.6M | 3.89% | −298−1.0% | Reduced |
| Benson Investment Management Company, Inc. | 30,972 | $11.6M | 5.96% | +56+0.2% | Added |
| Muhlenkamp & Co Inc | 30,928 | $11.6M | 3.80% | −300−1.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,903 | $11.6M | 4.74% | +11,931+62.9% | Added |
| Tiemann Investment Advisors, LLC | 30,892 | $11.6M | 5.64% | −689−2.2% | Reduced |
| Sentry LLC | 30,869 | $11.6M | 2.47% | +53+0.2% | Added |
| Carolinas Wealth Consulting LLC | 106,964 | $11.6M | 2.52% | −186−0.2% | Reduced |
| New England Asset Management Inc | 30,845 | $11.6M | 1.87% | −10,690−25.7% | Reduced |
| Evanson Asset Management, LLC | 30,821 | $11.6M | 0.97% | +193+0.6% | Added |
| Nadler Financial Group, Inc. | 30,818 | $11.6M | 1.56% | −324−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 30,810 | $11.6M | 2.20% | −145−0.5% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 30,810 | $11.6M | 1.65% | −248,650−89.0% | Reduced |
| Delta Investment Management, LLC | 30,771 | $11.6M | 2.87% | +34+0.1% | Added |
| Meridian Investment Counsel Inc. | 30,762 | $11.6M | 3.97% | −100−0.3% | Reduced |
| Chatham Capital Group, Inc. | 30,761 | $11.6M | 2.34% | +327+1.1% | Added |
| Leeward Financial Partners, LLC | 30,749 | $11.6M | 5.58% | +237+0.8% | Added |
| First Washington CORP | 30,742 | $11.6M | 4.44% | −1,559−4.8% | Reduced |
| Financial Partners Group, LLC | 30,737 | $11.6M | 5.23% | −20.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 30,638 | $11.5M | 2.25% | +1,602+5.5% | Added |
| CoreCap Advisors, LLC | 30,637 | $11.5M | 0.74% | +2,049+7.2% | Added |
| Lummis Asset Management, LP | 30,628 | $11.5M | 8.81% | +30,628 | New |
| Advocate Group LLC | 30,627 | $11.5M | 2.47% | −1,314−4.1% | Reduced |
| Center for Financial Planning, Inc. | 30,584 | $11.5M | 2.11% | −364−1.2% | Reduced |
| Birch Capital Management, LLC | 30,553 | $11.5M | 6.59% | 00.0% | Unchanged |
| M&R Capital Management Inc | 30,518 | $11.5M | 2.87% | −299−1.0% | Reduced |
| White Pine Investment CO | 30,488 | $11.5M | 3.70% | −1,651−5.1% | Reduced |
| Personal Cfo Solutions, LLC | 30,484 | $11.5M | 1.98% | +2,917+10.6% | Added |
| Versant Capital Management, Inc | 30,445 | $11.4M | 3.41% | +168+0.6% | Added |
| Windward Capital Management Co | 30,437 | $11.4M | 0.99% | +204+0.7% | Added |
| Stony Point Wealth Management Inc. | 30,432 | $11.4M | 5.30% | −1,299−4.1% | Reduced |
| Delta Financial Advisors LLC | 30,425 | $11.4M | 4.96% | −1,154−3.7% | Reduced |
| Castle Rock Wealth Management, LLC | 31,119 | $11.4M | 3.46% | +434+1.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 30,390 | $11.4M | 6.98% | −272−0.9% | Reduced |
| Everhart Financial Group, Inc. | 30,360 | $11.4M | 4.04% | +3,213+11.8% | Added |
| Front Row Advisors LLC | 30,353 | $11.4M | 5.24% | −1,150−3.7% | Reduced |
| Eastover Investment Advisors LLC | 30,274 | $11.4M | 6.02% | −157−0.5% | Reduced |
| Transatlantique Private Wealth LLC | 30,336 | $11.4M | 5.31% | +48+0.2% | Added |
| Aperture Investors, LLC | 30,259 | $11.4M | 2.00% | −245−0.8% | Reduced |
| Cambridge Advisors Inc. | 30,210 | $11.4M | 2.85% | −174−0.6% | Reduced |
| Sonata Capital Group Inc | 30,209 | $11.4M | 5.65% | −49−0.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,204 | $11.4M | 10.62% | −165−0.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 30,176 | $11.3M | 12.26% | −9,476−23.9% | Reduced |
| Unionview, LLC | 30,170 | $11.3M | 10.19% | −308−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 30,169 | $11.3M | 2.58% | −744−2.4% | Reduced |
| Pegasus Partners Ltd. | 30,167 | $11.3M | 1.32% | −1,635−5.1% | Reduced |
| White Pine Capital LLC | 30,155 | $11.3M | 4.37% | −2,258−7.0% | Reduced |
| Carroll Investors, Inc | 30,111 | $11.3M | 9.39% | −2,580−7.9% | Reduced |
| Marks Group Wealth Management, Inc | 30,105 | $11.3M | 1.29% | +1,587+5.6% | Added |
| Catalyst Financial Partners LLC | 30,099 | $11.3M | 3.20% | +999+3.4% | Added |
| Chiron Investment Management, LLC | 30,088 | $11.3M | 4.31% | +30,088 | New |
| Drexel Morgan & Co. | 30,019 | $11.3M | 2.61% | −50−0.2% | Reduced |
| Roanoke Asset Management Corp | 30,006 | $11.3M | 4.18% | −85−0.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $11.3M | 2.91% | 00.0% | Unchanged |
| Apollon Financial, LLC | 29,981 | $11.3M | 4.44% | +29,981 | New |
| Empire Financial Management Company, LLC | 29,973 | $11.3M | 4.41% | −534−1.8% | Reduced |
| Biltmore Family Office, LLC | 29,969 | $11.3M | 2.32% | −525−1.7% | Reduced |
| David R. Rahn & Associates Inc. | 29,931 | $11.3M | 4.73% | +12,271+69.5% | Added |
| Notis-McConarty Edward | 29,837 | $11.2M | 4.48% | −1,232−4.0% | Reduced |
| River & Mercantile Asset Management LLP | 29,809 | $11.2M | 2.12% | +16,382+122.0% | Added |
| Fairfield, Bush & Co. | 29,708 | $11.2M | 6.55% | −2,505−7.8% | Reduced |
| L2 Asset Management, LLC | 29,670 | $11.2M | 4.59% | +29,644+114,015.4% | Added |
| Catalyst Capital Advisors LLC | 29,662 | $11.2M | 0.30% | −1,196−3.9% | Reduced |
| Asio Capital, LLC | 29,633 | $11.1M | 2.60% | +514+1.8% | Added |
| Gibraltar Capital Management, Inc. | 29,571 | $11.1M | 4.74% | −1,843−5.9% | Reduced |
| Harrington Investments, INC | 29,563 | $11.1M | 6.89% | −1,088−3.5% | Reduced |
| Eukles Asset Management | 29,508 | $11.1M | 5.25% | −63−0.2% | Reduced |
| Chase Investment Counsel Corp | 29,503 | $11.1M | 4.90% | −919−3.0% | Reduced |
| Fort Point Capital Partners LLC | 29,453 | $11.1M | 1.70% | +320+1.1% | Added |
| Beck Capital Management, LLC | 29,418 | $11.1M | 3.79% | +816+2.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,272 | $11.0M | 2.08% | +892+3.1% | Added |
| Sentinel Trust Co Lba | 29,205 | $11.0M | 1.44% | −40.0% | Reduced |
| Bridge Creek Capital Management LLC | 29,179 | $11.0M | 3.81% | −387−1.3% | Reduced |
| Key Financial Inc | 29,172 | $11.0M | 3.00% | +664+2.3% | Added |
| Excalibur Management Corp | 29,170 | $11.0M | 5.15% | −337−1.1% | Reduced |
| Cardiff Park Advisors, LLC | 29,163 | $11.0M | 1.22% | +191+0.7% | Added |
| Legacy Edge Advisors, LLC | 29,149 | $11.0M | 2.51% | +29,149 | New |
| LVW Advisors, LLC | 29,083 | $10.9M | 2.05% | +592+2.1% | Added |
| RWM Asset Management, LLC | 29,719 | $10.9M | 2.05% | +207+0.7% | Added |
| Keystone Financial Planning, Inc. | 29,032 | $10.9M | 3.61% | 00.0% | Unchanged |
| Long Walk Management LP | 29,000 | $10.9M | 7.06% | −2,250−7.2% | Reduced |
| Resonant Capital Advisors, LLC | 28,999 | $10.9M | 1.05% | −541−1.8% | Reduced |
| Occidental Asset Management, LLC | 28,949 | $10.9M | 2.26% | +118+0.4% | Added |
| Bank Ozk | 28,941 | $10.9M | 5.31% | −785−2.6% | Reduced |
| Weiss Asset Management LP | 28,925 | $10.9M | 0.78% | +27,997+3,016.9% | Added |
| FORA Capital, LLC | 28,922 | $10.9M | 0.93% | −32,935−53.2% | Reduced |
| Wambolt & Associates, LLC | 28,889 | $10.9M | 3.55% | +1,868+6.9% | Added |
| Loudon Investment Management, LLC | 28,862 | $10.9M | 6.71% | −443−1.5% | Reduced |
| Perennial Investment Advisors, LLC | 28,838 | $10.8M | 1.80% | +367+1.3% | Added |