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 |
|---|---|---|---|---|---|
| KWMG, LLC | 19,887 | $7.48M | 0.88% | −1,539−7.2% | Reduced |
| Alcosta Capital Management, Inc. | 19,879 | $7.48M | 5.41% | −121−0.6% | Reduced |
| 1776 Wealth LLC | 19,849 | $7.46M | 3.70% | +1,879+10.5% | Added |
| Herbst Group, LLC | 19,802 | $7.45M | 4.78% | −585−2.9% | Reduced |
| KG&L Capital Management,LLC | 19,776 | $7.44M | 3.11% | −629−3.1% | Reduced |
| MBL Wealth, LLC | 19,719 | $7.42M | 0.93% | +219+1.1% | Added |
| Summit X, LLC | 19,687 | $7.40M | 2.11% | +1,231+6.7% | Added |
| AXS Investments LLC | 19,689 | $7.40M | 1.78% | −2,419−10.9% | Reduced |
| Accurate Wealth Management, LLC | 19,246 | $7.40M | 2.30% | −1,613−7.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 19,683 | $7.40M | 1.55% | −148−0.7% | Reduced |
| First Financial Corp | 19,670 | $7.40M | 3.76% | −165−0.8% | Reduced |
| Bouvel Investment Partners, LLC | 19,665 | $7.39M | 3.45% | +534+2.8% | Added |
| Onefund, LLC | 19,654 | $7.39M | 9.59% | +19,654 | New |
| Fairfield Financial Advisors, LTD | 19,633 | $7.38M | 2.81% | −494−2.5% | Reduced |
| Park Place Capital Corp | 19,622 | $7.38M | 2.94% | −3,151−13.8% | Reduced |
| Northcape Wealth Management, LLC | 19,622 | $7.38M | 2.67% | −314−1.6% | Reduced |
| RBA Wealth Management, LLC | 19,619 | $7.38M | 3.22% | −201−1.0% | Reduced |
| Burr Financial Services, LLC | 17,323 | $7.37M | 5.63% | +17,323 | New |
| DeDora Capital, Inc. | 19,582 | $7.36M | 2.58% | −233−1.2% | Reduced |
| Lakehouse Capital Pty Ltd | 19,564 | $7.36M | 5.88% | −7,572−27.9% | Reduced |
| Contravisory Investment Management, Inc. | 19,558 | $7.35M | 1.80% | +28+0.1% | Added |
| Beta Wealth Group, Inc. | 19,558 | $7.35M | 3.86% | −1,102−5.3% | Reduced |
| Commonwealth Financial Services, LLC | 19,556 | $7.35M | 1.73% | −10.0% | Reduced |
| Thematics Asset Management | 19,548 | $7.35M | 0.32% | −5,329−21.4% | Reduced |
| Raelipskie Partnership | 19,547 | $7.35M | 4.48% | +19,547 | New |
| Peoples Bank | 19,535 | $7.35M | 5.89% | −388−1.9% | Reduced |
| CWS Financial Advisors, LLC | 19,531 | $7.34M | 2.76% | −2,110−9.8% | Reduced |
| Callan Capital, LLC | 19,520 | $7.34M | 0.69% | +1,670+9.4% | Added |
| High Note Wealth, LLC | 19,518 | $7.34M | 2.76% | +440+2.3% | Added |
| Spirit of America Management Corp | 19,499 | $7.33M | 1.61% | −190−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 19,482 | $7.33M | 1.53% | −30−0.2% | Reduced |
| Boxwood Ventures, Inc. | 19,474 | $7.32M | 14.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19,470 | $7.32M | 3.00% | −54−0.3% | Reduced |
| Convergence Investment Partners, LLC | 19,463 | $7.32M | 3.82% | +723+3.9% | Added |
| Ashford Capital Management Inc | 19,461 | $7.32M | 0.98% | +8,923+84.7% | Added |
| Cumberland Advisors Inc | 19,455 | $7.32M | 3.14% | +19,455 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 19,446 | $7.31M | 7.83% | −20,047−50.8% | Reduced |
| Cape Ann Savings Bank | 18,379 | $7.31M | 4.83% | −207−1.1% | Reduced |
| McBroom & Associates, LLC | 19,423 | $7.30M | 5.32% | −346−1.8% | Reduced |
| First Community Trust NA | 19,396 | $7.29M | 7.91% | +287+1.5% | Added |
| Crescent Grove Advisors, LLC | 19,381 | $7.29M | 0.81% | −1,439−6.9% | Reduced |
| GFG Capital, LLC | 19,343 | $7.27M | 1.96% | +162+0.8% | Added |
| Lineweaver Wealth Advisors, LLC | 19,302 | $7.26M | 1.88% | +926+5.0% | Added |
| Clarus Group, Inc. | 19,312 | $7.26M | 5.49% | −629−3.2% | Reduced |
| Intrua Financial, LLC | 19,302 | $7.26M | 1.13% | +1,513+8.5% | Added |
| Private Portfolio Partners LLC | 19,252 | $7.24M | 1.66% | +14+0.1% | Added |
| Wharton Business Group, LLC | 19,252 | $7.24M | 0.36% | −224−1.2% | Reduced |
| Leelyn Smith, LLC | 19,240 | $7.24M | 1.58% | +848+4.6% | Added |
| Sivia Capital Partners, LLC | 19,232 | $7.23M | 5.51% | +19,232 | New |
| GSG Advisors LLC | 19,510 | $7.23M | 2.72% | +1,037+5.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 19,226 | $7.23M | 1.88% | +54+0.3% | Added |
| WD Rutherford LLC | 18,221 | $7.22M | 4.20% | −299−1.6% | Reduced |
| Bank of Stockton | 18,102 | $7.22M | 2.39% | −499−2.7% | Reduced |
| Secure Asset Management, LLC | 19,184 | $7.21M | 1.94% | −57−0.3% | Reduced |
| MTM Investment Management, LLC | 19,145 | $7.20M | 3.29% | −279−1.4% | Reduced |
| United Community Bank | 19,126 | $7.19M | 3.05% | −1,188−5.8% | Reduced |
| Beacon Financial Group | 19,124 | $7.19M | 0.88% | +373+2.0% | Added |
| Scott Capital Advisors, LLC | 19,043 | $7.16M | 2.40% | −1,337−6.6% | Reduced |
| First United Bank Trust | 19,029 | $7.16M | 2.86% | −877−4.4% | Reduced |
| Carl P. Sherr & Co., LLC | 19,012 | $7.15M | 4.33% | −1,003−5.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,958 | $7.13M | 5.17% | −50−0.3% | Reduced |
| Evermay Wealth Management LLC | 18,928 | $7.12M | 1.31% | +179+1.0% | Added |
| Ahl Investment Management, Inc. | 18,864 | $7.09M | 5.81% | −511−2.6% | Reduced |
| Fairhaven Wealth Management, LLC | 18,852 | $7.09M | 2.60% | −702−3.6% | Reduced |
| Pettee Investors, Inc. | 18,843 | $7.09M | 3.13% | −620−3.2% | Reduced |
| Banco BTG Pactual S.A. | 18,870 | $7.08M | 1.61% | +8,371+79.7% | Added |
| Channel Wealth LLC | 18,808 | $7.07M | 3.34% | +1,704+10.0% | Added |
| Montgomery Investment Management Inc | 18,805 | $7.07M | 2.17% | 00.0% | Unchanged |
| Palmer Knight Co | 18,795 | $7.07M | 4.27% | −32−0.2% | Reduced |
| Bull Street Advisors, LLC | 18,774 | $7.06M | 3.57% | −72−0.4% | Reduced |
| US Asset Management LLC | 18,775 | $7.06M | 6.98% | +18,775 | New |
| Aspen Investment Management Inc | 18,773 | $7.06M | 3.94% | +50.0% | Added |
| West Michigan Advisors, LLC | 18,741 | $7.05M | 2.67% | +390+2.1% | Added |
| Banco de Sabadell, S.A | 18,696 | $7.03M | 5.33% | −2,311−11.0% | Reduced |
| Sax Wealth Advisors, LLC | 18,684 | $7.03M | 1.15% | +485+2.7% | Added |
| Buck Wealth Strategies, LLC | 18,673 | $7.02M | 2.60% | +342+1.9% | Added |
| Allen Capital Group, LLC | 18,669 | $7.02M | 1.16% | +1,046+5.9% | Added |
| Redwood Investment Management, LLC | 18,652 | $7.01M | 0.64% | −14,574−43.9% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 18,600 | $6.99M | 5.41% | −500−2.6% | Reduced |
| Matisse Capital | 18,585 | $6.99M | 3.72% | +3,527+23.4% | Added |
| Breakwater Capital Group | 17,621 | $6.99M | 1.98% | +427+2.5% | Added |
| Silver Oak Securities, Inc | 18,564 | $6.98M | 0.94% | +8,775+89.6% | Added |
| TBH Global Asset Management, LLC | 18,564 | $6.98M | 1.42% | −5,876−24.0% | Reduced |
| NWK Group, Inc. | 18,563 | $6.98M | 3.59% | +18+0.1% | Added |
| LexAurum Advisors, LLC | 18,556 | $6.98M | 1.83% | +255+1.4% | Added |
| Bluesphere Advisors, LLC | 18,525 | $6.97M | 4.32% | +172+0.9% | Added |
| Autumn Glory Partners, LLC | 18,215 | $6.97M | 3.97% | +197+1.1% | Added |
| Lincluden Management Ltd | 18,522 | $6.96M | 0.85% | −261−1.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 18,510 | $6.96M | 4.55% | +18,510 | New |
| Murphy Pohlad Asset Management LLC | 18,509 | $6.96M | 2.88% | −985−5.1% | Reduced |
| Northwest Bank & Trust Co | 18,500 | $6.96M | 6.27% | +18,500 | New |
| Slagle Financial, LLC | 36,842 | $6.96M | 3.98% | +17,849+94.0% | Added |
| WT Wealth Management | 18,475 | $6.95M | 2.74% | +5,984+47.9% | Added |
| Baystate Wealth Management LLC | 18,453 | $6.94M | 0.51% | +1,134+6.5% | Added |
| Atlas Private Wealth Advisors | 18,444 | $6.94M | 1.29% | −425−2.3% | Reduced |
| Bienville Capital Management, LLC | 18,324 | $6.89M | 2.10% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18,319 | $6.89M | 0.93% | +388+2.2% | Added |
| Connective Capital Management, LLC | 18,309 | $6.88M | 5.85% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 18,309 | $6.88M | 3.53% | −40−0.2% | Reduced |
| Mechanics Financial Corp | 18,303 | $6.88M | 3.88% | +56+0.3% | Added |