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 |
|---|---|---|---|---|---|
| Optas, LLC | 26,062 | $9.80M | 2.95% | +136+0.5% | Added |
| OV Management LLC | 26,055 | $9.80M | 8.08% | +26,055 | New |
| Liberty Capital Management, Inc. | 26,048 | $9.80M | 2.57% | −116−0.4% | Reduced |
| FWL Investment Management, LLC | 26,034 | $9.79M | 5.70% | −1,672−6.0% | Reduced |
| S&T Bank | 26,018 | $9.78M | 1.81% | −1,250−4.6% | Reduced |
| Martin & Co Inc | 26,001 | $9.78M | 2.41% | −1,378−5.0% | Reduced |
| Platinum Investment Management Ltd | 25,989 | $9.77M | 0.40% | +5,253+25.3% | Added |
| Armstrong Advisory Group, Inc | 25,980 | $9.77M | 0.95% | −408−1.5% | Reduced |
| NovaPoint Capital, LLC | 25,924 | $9.75M | 3.62% | −1,083−4.0% | Reduced |
| Tandem Capital Management Corp | 25,920 | $9.75M | 6.05% | −764−2.9% | Reduced |
| JT Stratford LLC | 25,909 | $9.74M | 2.23% | −1,098−4.1% | Reduced |
| Prosperity Consulting Group, LLC | 25,890 | $9.74M | 3.26% | +3,766+17.0% | Added |
| Wisconsin Capital Management LLC | 25,868 | $9.73M | 5.78% | +66+0.3% | Added |
| Lesa Sroufe & Co | 25,867 | $9.73M | 9.92% | +10.0% | Added |
| Hillman Capital Management, Inc. | 25,856 | $9.72M | 3.36% | −7,196−21.8% | Reduced |
| Waterloo Capital, L.P. | 25,840 | $9.72M | 1.57% | +10,757+71.3% | Added |
| Bridgewater Advisors Inc. | 25,799 | $9.70M | 1.47% | +1,519+6.3% | Added |
| Moss Adams Wealth Advisors LLC | 25,781 | $9.69M | 2.02% | −2,136−7.7% | Reduced |
| First City Capital Management, Inc. | 25,775 | $9.69M | 5.62% | −256−1.0% | Reduced |
| Sawyer & Company, Inc | 25,722 | $9.67M | 4.27% | −2,414−8.6% | Reduced |
| True North Advisors, LLC | 25,715 | $9.67M | 2.48% | −2,063−7.4% | Reduced |
| Strategic Planning Group, LLC | 25,681 | $9.66M | 3.20% | +25,681 | New |
| Executive Wealth Group LLC | 25,620 | $9.63M | 6.13% | −863−3.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 25,569 | $9.61M | 1.91% | −4,797−15.8% | Reduced |
| Harbor Advisors LLC | 25,500 | $9.59M | 1.83% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 25,443 | $9.57M | 1.57% | −2,663−9.5% | Reduced |
| Herald Investment Management Ltd | 25,442 | $9.57M | 1.83% | 00.0% | Unchanged |
| Main Street Group, LTD | 25,399 | $9.55M | 3.32% | +25,399 | New |
| Ausdal Financial Partners, Inc. | 25,395 | $9.55M | 1.18% | +41+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 25,365 | $9.54M | 1.43% | +960+3.9% | Added |
| United Advisor Group, LLC | 23,812 | $9.54M | 11.50% | +23,812 | New |
| Settian Capital LP | 25,350 | $9.53M | 7.61% | 00.0% | Unchanged |
| Marathon Capital Management | 25,346 | $9.53M | 2.40% | −470−1.8% | Reduced |
| Chelsea Counsel Co | 25,338 | $9.53M | 5.05% | −1,385−5.2% | Reduced |
| Orleans Capital Management Corp | 25,329 | $9.52M | 6.40% | +292+1.2% | Added |
| Pinnacle West Asset Management, Inc. | 25,300 | $9.51M | 8.16% | +560+2.3% | Added |
| Consolidated Portfolio Review Corp | 25,246 | $9.49M | 2.17% | −1,223−4.6% | Reduced |
| Westside Investment Management, Inc. | 25,231 | $9.49M | 2.43% | −85−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 25,158 | $9.46M | 3.18% | +6,906+37.8% | Added |
| Chesapeake Asset Management LLC | 25,150 | $9.46M | 8.44% | +495+2.0% | Added |
| Brown, Lisle/Cummings, Inc. | 25,142 | $9.45M | 3.51% | +4,817+23.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 25,139 | $9.45M | 2.78% | +25,139 | New |
| UBS Oconnor LLC | 25,133 | $9.45M | 0.30% | +11,500+84.4% | Added |
| CNB Bank | 25,066 | $9.43M | 5.06% | +117+0.5% | Added |
| Private Ocean, LLC | 25,060 | $9.42M | 0.94% | +355+1.4% | Added |
| McDonough Capital Management, Inc | 25,071 | $9.42M | 8.14% | +116+0.5% | Added |
| Harmony Asset Management LLC | 25,050 | $9.42M | 3.98% | +25,050 | New |
| Commonwealth Retirement Investments LLC | 25,041 | $9.42M | 4.99% | −351−1.4% | Reduced |
| Crocodile Capital Partners GmbH | 25,000 | $9.40M | 11.17% | +25,000 | New |
| Pennant Select, LLC | 25,000 | $9.40M | 8.92% | +25,000 | New |
| Rovida Advisors Inc. | 25,000 | $9.40M | 3.83% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 24,937 | $9.38M | 1.73% | +3,971+18.9% | Added |
| Coulter & Justus Financial Services, LLC | 24,930 | $9.37M | 6.35% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 24,887 | $9.36M | 5.35% | +185+0.7% | Added |
| Goodman Advisory Group, LLC | 24,870 | $9.35M | 3.19% | −1,269−4.9% | Reduced |
| Cary Street Partners Asset Management LLC | 24,840 | $9.34M | 1.60% | −1,764−6.6% | Reduced |
| Patton Albertson Miller Group, LLC | 24,818 | $9.33M | 1.56% | +3,610+17.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,805 | $9.33M | 8.63% | +589+2.4% | Added |
| Zega Financial, LLC | 24,804 | $9.33M | 3.89% | +24,804 | New |
| Hudson Value Partners, LLC | 24,795 | $9.32M | 4.34% | +560+2.3% | Added |
| Pensionmark Financial Group, LLC | 24,731 | $9.30M | 1.21% | +20,758+522.5% | Added |
| Louisbourg Investments Inc. | 28,959 | $9.30M | 2.81% | +28,959 | New |
| Ami Investment Management Inc | 24,715 | $9.29M | 3.77% | +325+1.3% | Added |
| Bordeaux Wealth Advisors LLC | 24,695 | $9.29M | 3.16% | +2,307+10.3% | Added |
| Valley Brook Capital Group | 24,694 | $9.29M | 8.09% | +242+1.0% | Added |
| David J Yvars Group | 24,664 | $9.27M | 7.46% | +131+0.5% | Added |
| City of London Investment Management Co Ltd | 24,639 | $9.27M | 0.76% | +13,720+125.7% | Added |
| BW Gestao de Investimentos Ltda. | 24,633 | $9.26M | 1.05% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 24,627 | $9.26M | 3.75% | +184+0.8% | Added |
| Moseley Investment Management Inc | 24,622 | $9.26M | 5.15% | −3,701−13.1% | Reduced |
| North Growth Management Ltd. | 25,000 | $9.23M | 1.97% | 00.0% | Unchanged |
| General Partner, Inc. | 24,787 | $9.22M | 7.75% | −2,000−7.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,489 | $9.21M | 2.37% | −170−0.7% | Reduced |
| Blume Capital Management, Inc. | 24,480 | $9.21M | 2.45% | −244−1.0% | Reduced |
| Chaney Capital Management, Inc. | 24,469 | $9.20M | 8.19% | +24,469 | New |
| Advisors Management Group Inc | 24,468 | $9.20M | 2.50% | −516−2.1% | Reduced |
| Atlas Wealth LLC | 29,132 | $9.20M | 5.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 24,461 | $9.20M | 2.36% | +5,224+27.2% | Added |
| Cito Capital Group, LLC | 24,455 | $9.20M | 3.94% | +200+0.8% | Added |
| Aldebaran Capital, LLC | 24,436 | $9.19M | 9.41% | −22−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 24,428 | $9.19M | 0.88% | −251−1.0% | Reduced |
| BKM Wealth Management, LLC | 24,402 | $9.18M | 3.91% | +24,402 | New |
| Oak Hill Wealth Advisors, LLC | 24,389 | $9.17M | 3.16% | −77−0.3% | Reduced |
| Thrive Wealth Management, LLC | 24,386 | $9.17M | 2.04% | +6,249+34.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 24,384 | $9.17M | 6.59% | −910−3.6% | Reduced |
| Sheets Smith Wealth Management | 52,510 | $9.17M | 1.30% | +27,051+106.3% | Added |
| Ignite Planners, LLC | 24,665 | $9.15M | 2.72% | +995+4.2% | Added |
| Ar Asset Management Inc | 24,279 | $9.13M | 2.40% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 24,278 | $9.13M | 2.94% | +1,075+4.6% | Added |
| MEMBERS Trust Co | 24,305 | $9.12M | 0.26% | −436−1.8% | Reduced |
| Westwood Wealth Management | 24,211 | $9.10M | 7.03% | −265−1.1% | Reduced |
| State of Wyoming | 24,197 | $9.10M | 1.69% | +1,885+8.4% | Added |
| Gries Financial LLC | 24,160 | $9.09M | 2.00% | +1,197+5.2% | Added |
| Smartleaf Asset Management LLC | 24,448 | $9.08M | 2.43% | +24,448 | New |
| Bey-Douglas LLC | 24,105 | $9.06M | 9.30% | +24,105 | New |
| Strong Tower Advisory Services | 24,076 | $9.05M | 4.01% | +111+0.5% | Added |
| Eagle Capital Management, LLC | 24,072 | $9.05M | 4.41% | −805−3.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 24,068 | $9.05M | 3.74% | +24,068 | New |
| Trust Co of Kansas | 24,062 | $9.05M | 5.01% | −67−0.3% | Reduced |
| F/M Investments LLC | 23,976 | $9.02M | 5.12% | −3,756−13.5% | Reduced |