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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 23,971 | $9.01M | 2.55% | −328−1.3% | Reduced |
| Corsair Capital Management, L.P. | 23,969 | $9.01M | 2.90% | −524−2.1% | Reduced |
| Winthrop Advisory Group LLC | 23,946 | $9.00M | 1.41% | +1,370+6.1% | Added |
| Vise Technologies, Inc. | 23,946 | $9.00M | 1.94% | +2,759+13.0% | Added |
| Summit Financial Strategies, Inc. | 23,932 | $9.00M | 1.38% | −307−1.3% | Reduced |
| Ayrshire Capital Management LLC | 23,911 | $8.99M | 5.19% | −213−0.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,894 | $8.98M | 5.24% | −1,204−4.8% | Reduced |
| Platte River Wealth Advisors, LLC | 23,893 | $8.98M | 2.97% | +217+0.9% | Added |
| Sphera Funds Management Ltd. | 23,848 | $8.97M | 1.66% | −10,594−30.8% | Reduced |
| AlphaStar Capital Management, LLC | 23,847 | $8.97M | 0.82% | +4,426+22.8% | Added |
| Larson Financial Group LLC | 23,806 | $8.95M | 0.78% | +1,795+8.2% | Added |
| Delaney Dennis R | 23,765 | $8.94M | 5.30% | +465+2.0% | Added |
| Garrett Investment Advisors LLC | 23,716 | $8.92M | 1.24% | −1,512−6.0% | Reduced |
| Riverview Capital Advisers, LLC | 23,713 | $8.92M | 3.42% | +192+0.8% | Added |
| Intact Investment Management Inc. | 23,700 | $8.91M | 0.36% | −950−3.9% | Reduced |
| Poehling Capital Management, LLC | 23,684 | $8.91M | 2.82% | −195−0.8% | Reduced |
| Piscataqua Savings Bank | 23,679 | $8.90M | 8.31% | −3,571−13.1% | Reduced |
| First County Bank | 23,675 | $8.90M | 4.32% | −186−0.8% | Reduced |
| Congress Park Capital LLC | 23,669 | $8.90M | 4.35% | +1,373+6.2% | Added |
| FCG Investment Co | 23,630 | $8.89M | 8.71% | +23,630 | New |
| Hixon Zuercher, LLC | 23,617 | $8.88M | 4.12% | +588+2.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 23,605 | $8.88M | 2.84% | −1,031−4.2% | Reduced |
| Centerpoint Advisors, LLC | 23,599 | $8.87M | 3.49% | +964+4.3% | Added |
| Trust Investment Advisors | 23,595 | $8.87M | 6.92% | +373+1.6% | Added |
| Allstate Corp | 23,588 | $8.87M | 0.61% | −1,253−5.0% | Reduced |
| L.M. Kohn & Company | 23,586 | $8.87M | 2.83% | +2,025+9.4% | Added |
| Curbstone Financial Management Corp | 23,574 | $8.86M | 2.01% | −460−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 23,555 | $8.86M | 4.33% | +1,357+6.1% | Added |
| Providence Wealth Advisors, LLC | 21,542 | $8.85M | 10.53% | +124+0.6% | Added |
| Trinity Legacy Partners, LLC | 23,518 | $8.84M | 2.79% | −379−1.6% | Reduced |
| RB Capital Management, LLC | 23,516 | $8.84M | 2.56% | +399+1.7% | Added |
| Allegheny Financial Group LTD | 23,504 | $8.84M | 2.84% | +3,451+17.2% | Added |
| Mezzasalma Advisors, LLC | 23,488 | $8.83M | 4.82% | +13,130+126.8% | Added |
| Palo DS Manager LLC | 23,474 | $8.83M | 7.66% | +23,474 | New |
| Wrapmanager Inc | 23,464 | $8.82M | 2.59% | +827+3.7% | Added |
| Encompass Wealth Advisors, LLC | 23,394 | $8.80M | 2.64% | +204+0.9% | Added |
| Trail Ridge Investment Advisors, LLC | 23,302 | $8.76M | 5.38% | −475−2.0% | Reduced |
| AMJ Financial Wealth Management | 23,291 | $8.76M | 3.69% | 00.0% | Unchanged |
| Forte Capital LLC | 23,265 | $8.75M | 1.20% | +1,143+5.2% | Added |
| Exeter Financial, LLC | 23,279 | $8.75M | 4.24% | +56+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 23,251 | $8.74M | 6.28% | −215−0.9% | Reduced |
| Annandale Capital, LLC | 23,241 | $8.74M | 2.04% | −1,253−5.1% | Reduced |
| Leisure Capital Management | 23,199 | $8.72M | 4.71% | +24+0.1% | Added |
| EPG Wealth Management LLC | 21,460 | $8.72M | 2.29% | +70+0.3% | Added |
| Saranac Partners Ltd | 23,118 | $8.69M | 5.75% | −6,882−22.9% | Reduced |
| Trexquant Investment LP | 23,113 | $8.69M | 0.20% | −107,066−82.2% | Reduced |
| Transcendent Capital Group LLC | 23,080 | $8.68M | 5.78% | +23,080 | New |
| Beacon Investment Advisors LLC | 22,972 | $8.64M | 5.52% | −40.0% | Reduced |
| Stony Point Capital LLC | 22,956 | $8.63M | 2.85% | +22,956 | New |
| Quadrant Private Wealth Management, LLC | 22,910 | $8.62M | 2.39% | +699+3.1% | Added |
| Resurgent Financial Advisors LLC | 22,895 | $8.61M | 5.30% | +47+0.2% | Added |
| Michael B. Yongue | 22,886 | $8.61M | 7.71% | +3,711+19.4% | Added |
| Independence Bank of Kentucky | 22,845 | $8.59M | 3.02% | +5,374+30.8% | Added |
| Agate Pass Investment Management, LLC | 22,831 | $8.59M | 4.98% | +333+1.5% | Added |
| Blue Edge Capital, LLC | 22,826 | $8.58M | 1.62% | +805+3.7% | Added |
| Horizon Investment Services, LLC | 22,816 | $8.58M | 4.63% | −22−0.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 22,810 | $8.58M | 0.96% | −900−3.8% | Reduced |
| Studio Investment Management LLC | 22,778 | $8.57M | 2.19% | −505−2.2% | Reduced |
| Main Street Financial Solutions, LLC | 22,770 | $8.56M | 1.11% | −123−0.5% | Reduced |
| First Command Advisory Services, Inc. | 22,724 | $8.54M | 0.10% | +529+2.4% | Added |
| Wealth Management Partners, LLC | 22,698 | $8.54M | 4.76% | −416−1.8% | Reduced |
| Atlas Brown,Inc. | 22,695 | $8.53M | 3.54% | +75+0.3% | Added |
| Hengehold Capital Management LLC | 22,666 | $8.52M | 1.01% | −102−0.4% | Reduced |
| Family Legacy, Inc. | 22,649 | $8.52M | 3.25% | −591−2.5% | Reduced |
| Everpar Advisors LLC | 22,591 | $8.50M | 3.95% | +22,591 | New |
| Halbert Hargrove Global Advisors, LLC | 22,565 | $8.49M | 0.59% | +113+0.5% | Added |
| Revolve Wealth Partners, LLC | 22,552 | $8.48M | 1.64% | +100+0.4% | Added |
| Dantai Capital Ltd | 22,540 | $8.48M | 10.71% | +12,790+131.2% | Added |
| First PREMIER Bank | 22,535 | $8.47M | 2.38% | +137+0.6% | Added |
| Pinnacle Bancorp, Inc. | 22,527 | $8.47M | 2.77% | +10.0% | Added |
| My Legacy Advisors, LLC | 21,980 | $8.45M | 3.05% | −539−2.4% | Reduced |
| Solstein Capital, LLC | 22,427 | $8.43M | 6.24% | +52+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 22,357 | $8.41M | 5.93% | −434−1.9% | Reduced |
| Scarborough Advisors, LLC | 22,290 | $8.38M | 1.73% | +168+0.8% | Added |
| IMS Capital Management | 22,274 | $8.38M | 4.11% | −154−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 22,272 | $8.38M | 2.15% | −486−2.1% | Reduced |
| RDA Financial Network | 22,268 | $8.37M | 3.17% | +477+2.2% | Added |
| Virtue Capital Management, LLC | 22,771 | $8.37M | 1.70% | −2,032−8.2% | Reduced |
| Fruth Investment Management | 22,225 | $8.36M | 2.34% | −152−0.7% | Reduced |
| Integrated Investment Consultants, LLC | 22,181 | $8.34M | 2.64% | +407+1.9% | Added |
| CenterBook Partners LP | 22,145 | $8.33M | 1.02% | −2,417−9.8% | Reduced |
| Eqis Capital Management, Inc. | 22,131 | $8.32M | 0.68% | +291+1.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,131 | $8.32M | 3.51% | +433+2.0% | Added |
| Hudson Canyon Capital Management | 22,125 | $8.32M | 6.06% | −500−2.2% | Reduced |
| CVA Family Office, LLC | 22,120 | $8.32M | 1.62% | −110.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 22,112 | $8.32M | 1.72% | −1,222−5.2% | Reduced |
| AlphaCore Capital LLC | 22,071 | $8.30M | 1.21% | −243−1.1% | Reduced |
| HBW Advisory Services LLC | 22,066 | $8.30M | 1.56% | +16+0.1% | Added |
| Voya Financial Advisors, Inc. | 22,099 | $8.29M | 1.00% | −1,781−7.5% | Reduced |
| Globeflex Capital L P | 22,042 | $8.29M | 0.85% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 21,962 | $8.26M | 1.80% | −1,113−4.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 21,948 | $8.25M | 4.97% | −188−0.8% | Reduced |
| SNS Financial Group, LLC | 21,933 | $8.25M | 0.98% | −611−2.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,904 | $8.24M | 2.57% | +305+1.4% | Added |
| Centiva Capital, LP | 21,885 | $8.23M | 0.52% | −5,874−21.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 21,856 | $8.22M | 4.20% | −492−2.2% | Reduced |
| All Terrain Financial Advisors, LLC | 21,837 | $8.21M | 3.79% | −135−0.6% | Reduced |
| Sittner & Nelson, LLC | 21,807 | $8.20M | 4.38% | −136−0.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,802 | $8.20M | 0.67% | −1,666−7.1% | Reduced |
| Marino, Stram & Associates LLC | 21,785 | $8.19M | 2.12% | +159+0.7% | Added |