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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Summit Financial Group Inc | 28,814 | $10.8M | 4.15% | −1,491−4.9% | Reduced |
| Triangle Securities Wealth Management | 28,804 | $10.8M | 3.37% | −137−0.5% | Reduced |
| Unio Capital LLC | 28,796 | $10.8M | 5.54% | −564−1.9% | Reduced |
| Ellevest, Inc. | 28,750 | $10.8M | 0.74% | +28+0.1% | Added |
| Essex Investment Management Co LLC | 28,746 | $10.8M | 2.13% | −7,792−21.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,736 | $10.8M | 11.06% | −90.0% | Reduced |
| Eudaimonia Partners, LLC | 28,719 | $10.8M | 2.82% | −15,445−35.0% | Reduced |
| Mystic Asset Management, Inc. | 28,657 | $10.8M | 5.15% | −36−0.1% | Reduced |
| Souders Financial Advisors | 28,653 | $10.8M | 1.84% | −395−1.4% | Reduced |
| Red Cedar Investment Management, LLC | 28,645 | $10.8M | 1.55% | +1,729+6.4% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 28,620 | $10.8M | 2.45% | +21,292+290.6% | Added |
| Citizens Business Bank | 28,616 | $10.8M | 2.37% | −3,201−10.1% | Reduced |
| Magnus Financial Group LLC | 28,543 | $10.7M | 1.41% | +1,808+6.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 28,505 | $10.7M | 3.07% | −1,568−5.2% | Reduced |
| Brick & Kyle, Associates | 28,506 | $10.7M | 5.33% | −4,314−13.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,465 | $10.7M | 1.00% | +12,592+79.3% | Added |
| Journey Strategic Wealth LLC | 28,446 | $10.7M | 0.50% | −2,940−9.4% | Reduced |
| Prelude Capital Management, LLC | 28,422 | $10.7M | 0.93% | −14,211−33.3% | Reduced |
| Vista Equity Partners Management, LLC | 28,397 | $10.7M | 0.26% | −25,691−47.5% | Reduced |
| Advisor Resource Council | 28,371 | $10.7M | 1.24% | +9,196+48.0% | Added |
| Menlo Advisors LLC | 28,367 | $10.7M | 6.56% | −228−0.8% | Reduced |
| Diamant Asset Management, Inc. | 28,328 | $10.7M | 7.89% | −1,025−3.5% | Reduced |
| MGB Wealth Management, LLC | 28,326 | $10.7M | 5.35% | +28,326 | New |
| Palo Alto Wealth Advisors, LLC | 28,323 | $10.7M | 8.05% | +82+0.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,317 | $10.6M | 3.58% | +434+1.6% | Added |
| Interactive Financial Advisors | 72,226 | $10.6M | 6.97% | +71,175+6,772.1% | Added |
| Signet Financial Management, LLC | 28,254 | $10.6M | 1.59% | −843−2.9% | Reduced |
| Gold Investment Management Ltd. | 28,237 | $10.6M | 4.54% | +28,237 | New |
| VeraBank, N.A. | 28,226 | $10.6M | 3.57% | +80.0% | Added |
| Mill Creek Capital Advisors, LLC | 28,142 | $10.6M | 0.31% | +1,081+4.0% | Added |
| Consolidated Investment Group LLC | 28,089 | $10.6M | 1.86% | −2,800−9.1% | Reduced |
| Penbrook Management LLC | 28,088 | $10.6M | 7.10% | −830−2.9% | Reduced |
| Fortis Capital Advisors, LLC | 28,074 | $10.6M | 5.87% | +1,837+7.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,071 | $10.6M | 4.90% | −183−0.6% | Reduced |
| Hamel Associates, Inc. | 28,038 | $10.5M | 3.72% | −185−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 28,032 | $10.5M | 1.60% | −20,359−42.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,977 | $10.5M | 6.39% | −1,046−3.6% | Reduced |
| Icapital Wealth LLC | 27,957 | $10.5M | 6.80% | +50.0% | Added |
| Quadcap Wealth Management, LLC | 27,957 | $10.5M | 2.72% | +27,957 | New |
| Lederer & Associates Investment Counsel | 27,873 | $10.5M | 7.76% | −1,245−4.3% | Reduced |
| Kemnay Advisory Services Inc. | 27,854 | $10.5M | 2.54% | −2,039−6.8% | Reduced |
| Sandhill Capital Partners LLC | 27,835 | $10.5M | 0.87% | −556−2.0% | Reduced |
| Greenfield Savings Bank | 27,799 | $10.5M | 6.05% | +45+0.2% | Added |
| SOL Capital Management CO | 27,791 | $10.5M | 1.42% | +59+0.2% | Added |
| Bell Bank | 27,774 | $10.4M | 1.01% | −187−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,770 | $10.4M | 1.16% | −55−0.2% | Reduced |
| Wimmer Associates 1, LLC | 27,701 | $10.4M | 5.88% | +265+1.0% | Added |
| Frisch Financial Group, Inc. | 27,695 | $10.4M | 3.93% | −968−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 27,635 | $10.4M | 1.65% | +520+1.9% | Added |
| Radnor Capital Management, LLC | 27,553 | $10.4M | 1.93% | −951−3.3% | Reduced |
| My Personal CFO, LLC | 27,551 | $10.4M | 6.75% | −3,278−10.6% | Reduced |
| JNBA Financial Advisors | 27,516 | $10.3M | 1.18% | +994+3.7% | Added |
| Finer Wealth Management, Inc. | 27,473 | $10.3M | 7.70% | +260+1.0% | Added |
| Enterprise Financial Services Corp | 27,463 | $10.3M | 6.29% | +267+1.0% | Added |
| Steward Partners Investment Solutions, LLC | 27,444 | $10.3M | 4.30% | +27,444 | New |
| Immersion Capital LLP | 27,430 | $10.3M | 4.44% | −38,500−58.4% | Reduced |
| Childress Capital Advisors, LLC | 27,427 | $10.3M | 3.08% | −542−1.9% | Reduced |
| Pearl River Capital, LLC | 27,411 | $10.3M | 1.65% | +21,086+333.4% | Added |
| Once Capital Management, LLC | 27,400 | $10.3M | 7.41% | 00.0% | Unchanged |
| Crestline Management, LP | 27,389 | $10.3M | 0.95% | −2,611−8.7% | Reduced |
| Principal Street Partners, LLC | 27,331 | $10.3M | 2.48% | +171+0.6% | Added |
| Peoples Financial Services Corp. | 27,305 | $10.3M | 4.45% | −50−0.2% | Reduced |
| Founders Capital Management | 27,276 | $10.3M | 7.45% | −100.0% | Reduced |
| Financial Security Advisor, Inc. | 27,270 | $10.3M | 4.03% | +452+1.7% | Added |
| MV Capital Management, Inc. | 27,255 | $10.2M | 1.30% | +338+1.3% | Added |
| Ballast Advisors LLC | 27,212 | $10.2M | 3.82% | −482−1.7% | Reduced |
| Aviance Capital Partners, LLC | 27,187 | $10.2M | 2.19% | −1,200−4.2% | Reduced |
| JB Capital LLC | 27,183 | $10.2M | 0.75% | −4,214−13.4% | Reduced |
| Chickasaw Capital Management LLC | 27,157 | $10.2M | 0.53% | +10,996+68.0% | Added |
| Adirondack Trust Co | 24,626 | $10.2M | 4.40% | −410−1.6% | Reduced |
| Essex Savings Bank | 27,081 | $10.2M | 2.96% | +2,957+12.3% | Added |
| Pacifica Partners Inc. | 27,263 | $10.2M | 5.00% | −2,965−9.8% | Reduced |
| Lantz Financial LLC | 26,991 | $10.1M | 3.67% | −563−2.0% | Reduced |
| Eos Management, L.P. | 26,979 | $10.1M | 4.49% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 26,967 | $10.1M | 2.98% | +5,909+28.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,862 | $10.1M | 0.25% | +1,796+7.2% | Added |
| Mendel Money Management | 26,847 | $10.1M | 4.85% | −202−0.7% | Reduced |
| Kensington Investment Counsel, LLC | 26,827 | $10.1M | 5.29% | +981+3.8% | Added |
| Kennedy Capital Management, Inc. | 26,774 | $10.1M | 0.22% | +334+1.3% | Added |
| Engine No. 1 LLC | 26,733 | $10.1M | 18.33% | −33,873−55.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 26,748 | $10.0M | 4.53% | −730−2.7% | Reduced |
| Klingman & Associates, LLC | 26,649 | $10.0M | 0.74% | −1,703−6.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,647 | $10.0M | 3.79% | +258+1.0% | Added |
| Barton Investment Management | 26,635 | $10.0M | 1.31% | 00.0% | Unchanged |
| Parkwood LLC | 26,628 | $10.0M | 1.60% | −209−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 26,627 | $10.0M | 1.05% | +3,590+15.6% | Added |
| SPC Financial, Inc. | 26,529 | $9.98M | 1.02% | +744+2.9% | Added |
| Coalescence Partners Investment Management, LP | 26,480 | $9.96M | 8.95% | +26,480 | New |
| LCNB Corp | 26,471 | $9.95M | 3.91% | −717−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,408 | $9.93M | 3.41% | −22−0.1% | Reduced |
| KPP Advisory Services LLC | 26,363 | $9.91M | 8.71% | −1,294−4.7% | Reduced |
| Peak Planning Group, LLC | 26,343 | $9.91M | 7.13% | +3,428+15.0% | Added |
| Stelac Advisory Services LLC | 26,290 | $9.88M | 5.33% | 00.0% | Unchanged |
| Ratan Capital Management LP | 26,265 | $9.88M | 6.45% | −6,985−21.0% | Reduced |
| Smith, Moore & Co. | 26,216 | $9.86M | 1.16% | +274+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 26,189 | $9.85M | 4.80% | +1,520+6.2% | Added |
| Investment Research & Advisory Group, Inc. | 26,179 | $9.84M | 5.07% | −321−1.2% | Reduced |
| Cove Private Wealth, LLC | 26,136 | $9.83M | 9.32% | +26,136 | New |
| S.E.E.D. Planning Group LLC | 26,113 | $9.82M | 3.96% | −2,464−8.6% | Reduced |
| Kingfisher Capital LLC | 26,092 | $9.81M | 2.55% | −240−0.9% | Reduced |