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 |
|---|---|---|---|---|---|
| Evolutionary Tree Capital Management, LLC | 21,785 | $8.19M | 9.04% | +171+0.8% | Added |
| CORDA Investment Management, LLC. | 21,762 | $8.18M | 0.69% | −288−1.3% | Reduced |
| Aurora Investment Managers, LLC. | 21,754 | $8.18M | 6.23% | −571−2.6% | Reduced |
| Investment Partners, Ltd. | 21,735 | $8.17M | 4.02% | −849−3.8% | Reduced |
| Agur Provident & Training Funds Management Ltd | 21,722 | $8.17M | 2.49% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 21,704 | $8.16M | 3.80% | +145+0.7% | Added |
| Teza Capital Management LLC | 21,686 | $8.15M | 1.36% | +4,884+29.1% | Added |
| C2C Wealth Management, LLC | 21,691 | $8.14M | 6.90% | −8,772−28.8% | Reduced |
| Kercheville Advisors, LLC | 21,627 | $8.13M | 4.57% | +1,450+7.2% | Added |
| Mount Vernon Associates Inc | 21,577 | $8.11M | 7.96% | −303−1.4% | Reduced |
| Taika Capital, LP | 21,560 | $8.11M | 4.70% | −12,500−36.7% | Reduced |
| Brown Capital Management LLC | 21,560 | $8.11M | 0.12% | −3,646−14.5% | Reduced |
| Byrne Asset Management LLC | 21,660 | $8.10M | 6.18% | −390−1.8% | Reduced |
| Fusion Capital, LLC | 21,533 | $8.10M | 4.15% | −55−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 21,527 | $8.09M | 1.30% | +690+3.3% | Added |
| Vivaldi Capital Management, LLC | 19,908 | $8.09M | 2.43% | +3,132+18.7% | Added |
| Alta Fox Capital Management, LLC | 21,500 | $8.08M | 5.17% | −900−4.0% | Reduced |
| Austin Private Wealth, LLC | 21,480 | $8.08M | 1.02% | +1,127+5.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 21,401 | $8.05M | 2.73% | −113−0.5% | Reduced |
| Financial Advisors, LLC | 21,398 | $8.05M | 1.80% | +295+1.4% | Added |
| WealthPLAN Partners, LLC | 21,366 | $8.03M | 0.83% | +825+4.0% | Added |
| Octavia Wealth Advisors, LLC | 21,278 | $8.00M | 1.41% | −343−1.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 21,253 | $7.99M | 2.51% | −1,118−5.0% | Reduced |
| O'Brien Greene & Co. Inc | 21,220 | $7.98M | 2.81% | −325−1.5% | Reduced |
| Capital Investment Counsel, LLC | 21,219 | $7.98M | 3.01% | +21,219 | New |
| Prospector Partners LLC | 21,202 | $7.97M | 1.00% | +110+0.5% | Added |
| Van Leeuwen & Company, LLC | 21,197 | $7.97M | 4.64% | −841−3.8% | Reduced |
| Cottage Street Advisors LLC | 21,349 | $7.96M | 5.38% | −325−1.5% | Reduced |
| Costello Asset Management, INC | 21,153 | $7.95M | 6.60% | −613−2.8% | Reduced |
| Unison Asset Management LLC | 21,136 | $7.95M | 4.67% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 21,115 | $7.94M | 4.72% | +2,001+10.5% | Added |
| Crown Wealth Group, LLC | 21,099 | $7.93M | 4.78% | −60.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 21,095 | $7.93M | 3.99% | −22,261−51.3% | Reduced |
| Snider Financial Group | 21,059 | $7.92M | 3.65% | +154+0.7% | Added |
| Highline Wealth Partners LLC | 21,041 | $7.91M | 3.83% | +3,208+18.0% | Added |
| Woodward Diversified Capital, LLC | 21,004 | $7.90M | 4.96% | −486−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,183 | $7.89M | 1.92% | +12,514+144.4% | Added |
| Wealth Management Associates, Inc. | 20,961 | $7.88M | 4.16% | +134+0.6% | Added |
| Lakeshore Financial Planning, Inc. | 20,961 | $7.88M | 4.38% | −197−0.9% | Reduced |
| Keystone Wealth Services, LLC | 20,947 | $7.88M | 2.70% | +60.0% | Added |
| Stablepoint Partners, LLC | 20,928 | $7.87M | 2.02% | +20,928 | New |
| InTrack Investment Management Inc | 20,916 | $7.87M | 5.90% | −2,490−10.6% | Reduced |
| Intellectus Partners, LLC | 20,915 | $7.86M | 2.27% | +1,429+7.3% | Added |
| Oak Grove Capital LLC | 20,892 | $7.86M | 2.51% | +1,415+7.3% | Added |
| Keudell/Morrison Wealth Management | 20,869 | $7.85M | 2.59% | +342+1.7% | Added |
| Canopy Partners, LLC | 20,833 | $7.83M | 4.77% | +20,833 | New |
| Geneva Partners, LLC | 20,826 | $7.83M | 4.34% | +1,971+10.5% | Added |
| Wealth Effects LLC | 20,792 | $7.82M | 2.94% | +572+2.8% | Added |
| Abundance Wealth Counselors | 20,764 | $7.81M | 2.03% | +877+4.4% | Added |
| Somerset Group LLC | 20,734 | $7.80M | 6.55% | −707−3.3% | Reduced |
| Heartland Bank & Trust Co | 20,667 | $7.77M | 5.35% | −1,869−8.3% | Reduced |
| Legato Capital Management LLC | 20,664 | $7.77M | 1.01% | 00.0% | Unchanged |
| Windle Wealth, LLC | 20,654 | $7.77M | 5.45% | −1,653−7.4% | Reduced |
| Angeles Investment Advisors, LLC | 20,621 | $7.75M | 0.47% | +10,729+108.5% | Added |
| Slow Capital, Inc. | 20,605 | $7.75M | 1.35% | −379−1.8% | Reduced |
| Tempus Wealth Planning, LLC | 20,604 | $7.75M | 3.40% | −201−1.0% | Reduced |
| Regatta Capital Group, LLC | 20,578 | $7.74M | 2.03% | −368−1.8% | Reduced |
| Security National Bank of So Dak | 20,577 | $7.74M | 5.10% | −15−0.1% | Reduced |
| Lindenwold Advisors | 20,557 | $7.73M | 4.39% | −535−2.5% | Reduced |
| Vista Wealth Management Group, LLC | 20,533 | $7.72M | 0.66% | +1,295+6.7% | Added |
| Advisory Alpha, LLC | 20,521 | $7.72M | 0.35% | +3,239+18.7% | Added |
| Socorro Asset Management LP | 20,509 | $7.71M | 3.41% | −1,850−8.3% | Reduced |
| Alta Advisers Ltd | 20,500 | $7.71M | 4.12% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 20,482 | $7.70M | 5.29% | −45−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 19,969 | $7.68M | 1.71% | +511+2.6% | Added |
| Relative Value Partners Group, LLC | 20,400 | $7.67M | 0.47% | −169−0.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,397 | $7.67M | 3.18% | −150−0.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 18,974 | $7.66M | 3.17% | +2,672+16.4% | Added |
| Grafton Street Partners Fund, LP | 20,365 | $7.66M | 7.77% | +20,365 | New |
| Bender Robert & Associates | 20,352 | $7.65M | 1.93% | +64+0.3% | Added |
| Fernwood Investment Management, LLC | 22,208 | $7.64M | 2.52% | +4,031+22.2% | Added |
| Capital Advisors Wealth Management, LLC | 20,310 | $7.64M | 1.74% | −90.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 20,301 | $7.63M | 5.09% | +165+0.8% | Added |
| Emerald Advisers, LLC | 20,300 | $7.63M | 0.33% | −2,229−9.9% | Reduced |
| Synergy Financial Group, LTD | 20,276 | $7.62M | 9.34% | −877−4.1% | Reduced |
| Burford Brothers, Inc. | 20,237 | $7.61M | 5.38% | +20,237 | New |
| Cim Investment Mangement Inc | 20,220 | $7.60M | 2.45% | +1,256+6.6% | Added |
| MBB Public Markets I LLC | 20,212 | $7.60M | 0.47% | +40.0% | Added |
| Royal Capital Wealth Management, LLC | 20,206 | $7.60M | 6.58% | +780+4.0% | Added |
| Capital Insight Partners, LLC | 20,192 | $7.59M | 1.55% | +403+2.0% | Added |
| Cable Hill Partners, LLC | 20,180 | $7.58M | 0.93% | −860−4.1% | Reduced |
| Alaethes Wealth LLC | 20,160 | $7.58M | 3.59% | −430−2.1% | Reduced |
| Barings LLC | 20,126 | $7.57M | 0.24% | +333+1.7% | Added |
| Aft, Forsyth & Company, Inc. | 20,118 | $7.57M | 4.77% | +557+2.8% | Added |
| LCM Capital Management Inc | 20,091 | $7.55M | 5.46% | −72−0.4% | Reduced |
| Alden Global Capital LLC | 20,086 | $7.55M | 9.65% | +13,276+194.9% | Added |
| Okabena Investment Services Inc | 20,066 | $7.55M | 2.94% | +10,578+111.5% | Added |
| Truepoint, Inc. | 20,053 | $7.54M | 0.22% | +3,688+22.5% | Added |
| Cambridge Financial Group, Inc. | 20,022 | $7.53M | 3.77% | −1,423−6.6% | Reduced |
| BCJ Capital Management, LLC | 20,000 | $7.52M | 0.65% | +409+2.1% | Added |
| Bluegrass Capital Partners LP | 20,000 | $7.52M | 8.89% | −14,000−41.2% | Reduced |
| Barbara Oil Co. | 20,000 | $7.52M | 3.39% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 19,990 | $7.52M | 2.89% | +747+3.9% | Added |
| Townsend Asset Management Corp | 19,980 | $7.51M | 3.43% | +134+0.7% | Added |
| Central Valley Advisors, LLC | 19,973 | $7.51M | 4.42% | +19,973 | New |
| SFM, LLC | 19,956 | $7.50M | 6.20% | +19,956 | New |
| RPg Family Wealth Advisory, LLC | 19,950 | $7.50M | 2.77% | +794+4.1% | Added |
| FLC Capital Advisors | 19,945 | $7.50M | 2.02% | +1,324+7.1% | Added |
| Institutional & Family Asset Management, LLC | 19,940 | $7.50M | 1.24% | −1,574−7.3% | Reduced |
| Edgestream Partners, L.P. | 19,932 | $7.50M | 0.54% | +4,097+25.9% | Added |