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 |
|---|---|---|---|---|---|
| Core Wealth Partners LLC | 18,295 | $6.88M | 5.64% | +657+3.7% | Added |
| Gilman Hill Asset Management, LLC | 18,285 | $6.88M | 1.29% | −820−4.3% | Reduced |
| FSM Wealth Advisors, LLC | 18,272 | $6.87M | 2.92% | −371−2.0% | Reduced |
| Beaton Management Co. Inc. | 18,249 | $6.86M | 4.11% | −80−0.4% | Reduced |
| Foster Group, Inc. | 21,730 | $6.86M | 0.42% | 00.0% | Unchanged |
| TTP Investments, Inc. | 18,244 | $6.86M | 2.95% | +9,881+118.2% | Added |
| Gateway Advisory, LLC | 18,218 | $6.85M | 1.32% | −2,378−11.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 18,192 | $6.84M | 1.73% | −695−3.7% | Reduced |
| Catalytic Wealth RIA, LLC | 18,178 | $6.84M | 3.08% | +18,178 | New |
| Amarillo National Bank | 18,161 | $6.83M | 1.31% | +598+3.4% | Added |
| Canton Hathaway, LLC | 18,161 | $6.83M | 2.06% | −300−1.6% | Reduced |
| JJJ Advisors Inc. | 18,160 | $6.83M | 1.65% | +497+2.8% | Added |
| Mathes Company, Inc. | 18,154 | $6.83M | 2.81% | +87+0.5% | Added |
| Bangor Savings Bank | 18,139 | $6.82M | 0.74% | −692−3.7% | Reduced |
| Corundum Group, Inc. | 18,136 | $6.82M | 3.42% | +258+1.4% | Added |
| Helios Capital Management Pte. Ltd | 18,125 | $6.82M | 5.40% | +18,125 | New |
| Wealth Alliance Advisory Group, LLC | 18,083 | $6.80M | 1.78% | +406+2.3% | Added |
| Northwest Financial Advisors | 18,039 | $6.78M | 5.76% | +18,039 | New |
| StrategIQ Financial Group, LLC | 18,028 | $6.78M | 0.77% | −165−0.9% | Reduced |
| 626 Financial, LLC | 17,970 | $6.76M | 4.47% | +4,247+30.9% | Added |
| Berry Wealth Group, LP | 17,926 | $6.74M | 6.20% | +17,926 | New |
| Charles Carroll Financial Partners, LLC | 17,910 | $6.74M | 7.25% | +950+5.6% | Added |
| Colonial River Wealth Management, LLC | 17,891 | $6.73M | 4.00% | +5,473+44.1% | Added |
| Martin Capital Partners, LLC | 17,884 | $6.72M | 2.74% | −259−1.4% | Reduced |
| IronBridge Private Wealth, LLC | 17,881 | $6.72M | 3.28% | +129+0.7% | Added |
| First Business Financial Services, Inc. | 17,868 | $6.72M | 0.78% | +3,309+22.7% | Added |
| Ramirez Asset Management, Inc. | 17,856 | $6.71M | 1.36% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 17,854 | $6.71M | 5.56% | +17,854 | New |
| Lynch Asset Management, Inc. | 17,850 | $6.71M | 3.85% | +150+0.8% | Added |
| OneAscent Financial Services LLC | 17,841 | $6.71M | 0.83% | +9,941+125.8% | Added |
| CV Advisors LLC | 17,812 | $6.70M | 4.84% | −180−1.0% | Reduced |
| Aristides Capital LLC | 17,810 | $6.70M | 3.37% | +9,308+109.5% | Added |
| Peninsula Asset Management Inc | 17,802 | $6.69M | 3.90% | +50+0.3% | Added |
| Tower View Investment Management & Research LLC | 17,795 | $6.69M | 4.15% | −111−0.6% | Reduced |
| Apriem Advisors | 17,794 | $6.69M | 0.89% | +215+1.2% | Added |
| Insight Advisors, LLC | 17,792 | $6.69M | 1.41% | +49+0.3% | Added |
| Steamboat Capital Partners, LLC | 17,784 | $6.69M | 2.51% | −2,926−14.1% | Reduced |
| Clarity Capital Partners LLC | 17,774 | $6.68M | 4.71% | +17,774 | New |
| United Bank | 17,767 | $6.68M | 3.69% | −145−0.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17,757 | $6.68M | 2.96% | −285−1.6% | Reduced |
| Redwood Investments, LLC | 17,752 | $6.68M | 1.74% | −1,863−9.5% | Reduced |
| Kolinsky Wealth Management, LLC | 17,737 | $6.67M | 5.87% | −65−0.4% | Reduced |
| Optimum Investment Advisors | 17,734 | $6.67M | 3.36% | −30−0.2% | Reduced |
| Prosperity Wealth Management, Inc. | 17,727 | $6.67M | 4.36% | −2,672−13.1% | Reduced |
| Sonnipe Ltd | 17,717 | $6.66M | 0.82% | +685+4.0% | Added |
| First Commonwealth Financial Corp | 17,715 | $6.66M | 2.06% | −1,339−7.0% | Reduced |
| Stolper Co | 17,703 | $6.66M | 2.68% | −50−0.3% | Reduced |
| Union Savings Bank | 17,695 | $6.65M | 3.77% | −759−4.1% | Reduced |
| Retirement Solution Inc. | 17,692 | $6.65M | 1.97% | +310+1.8% | Added |
| ORG Partners LLC | 17,664 | $6.65M | 1.11% | +4,988+39.3% | Added |
| Pacitti Group Inc. | 17,673 | $6.65M | 4.14% | −224−1.3% | Reduced |
| American Trust Investment Advisors, LLC | 17,630 | $6.63M | 3.44% | −137−0.8% | Reduced |
| Phoenix Wealth Advisors | 17,865 | $6.63M | 4.61% | +123+0.7% | Added |
| Peloton Wealth Strategists | 17,593 | $6.62M | 2.87% | −472−2.6% | Reduced |
| Acropolis Investment Management, LLC | 17,608 | $6.61M | 0.46% | +88+0.5% | Added |
| Frank, Rimerman Advisors LLC | 17,572 | $6.61M | 1.38% | +1,509+9.4% | Added |
| Riggs Asset Managment Co. Inc. | 17,568 | $6.61M | 2.10% | +406+2.4% | Added |
| Abacus Planning Group, Inc. | 17,567 | $6.61M | 1.39% | −215−1.2% | Reduced |
| Summit Place Financial Advisors, LLC | 17,557 | $6.60M | 4.32% | −648−3.6% | Reduced |
| Liberty Wealth Management LLC | 17,540 | $6.60M | 1.41% | +396+2.3% | Added |
| Beaumont Asset Management, L.L.C. | 17,536 | $6.59M | 4.65% | +452+2.6% | Added |
| StrongBox Wealth, LLC | 17,507 | $6.58M | 3.84% | −251−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 17,500 | $6.58M | 1.74% | −400−2.2% | Reduced |
| S. R. Schill & Associates | 17,421 | $6.55M | 2.92% | −213−1.2% | Reduced |
| Vectors Research Management, LLC | 155,135 | $6.55M | 1.85% | +137,200+765.0% | Added |
| HHM Wealth Advisors, LLC | 17,418 | $6.55M | 1.14% | +149+0.9% | Added |
| Security National Bank of Sioux City Iowa | 17,360 | $6.53M | 4.93% | −545−3.0% | Reduced |
| Millennium Capital Advisors, LLC | 17,296 | $6.50M | 4.97% | −30−0.2% | Reduced |
| Coastal Bridge Advisors, LLC | 17,291 | $6.50M | 1.67% | +491+2.9% | Added |
| Engineers Gate Manager LP | 17,290 | $6.50M | 0.19% | −10,895−38.7% | Reduced |
| Capital Advisors, Ltd. LLC | 17,273 | $6.50M | 0.91% | +64+0.4% | Added |
| Garrison Point Advisors, LLC | 17,254 | $6.49M | 4.58% | −255−1.5% | Reduced |
| Aveo Capital Partners, LLC | 17,237 | $6.48M | 0.78% | +1,191+7.4% | Added |
| Freedom Day Solutions, LLC | 17,227 | $6.48M | 2.54% | −329−1.9% | Reduced |
| Accredited Investors Inc. | 17,216 | $6.47M | 0.46% | −886−4.9% | Reduced |
| Palogic Value Management, L.P. | 17,190 | $6.46M | 2.86% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 17,180 | $6.46M | 5.82% | +139+0.8% | Added |
| Wunderlich Capital Managemnt | 17,172 | $6.46M | 2.90% | −273−1.6% | Reduced |
| Bridgecreek Investment Management, LLC | 17,166 | $6.46M | 1.25% | +1,350+8.5% | Added |
| WealthBridge Investment Counsel Inc. | 17,153 | $6.45M | 2.58% | +33+0.2% | Added |
| Essex LLC | 17,096 | $6.43M | 1.60% | −530−3.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,084 | $6.42M | 3.28% | −1,209−6.6% | Reduced |
| Boltwood Capital Management | 17,082 | $6.42M | 2.13% | −30−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 17,070 | $6.42M | 1.15% | +1,983+13.1% | Added |
| Oxford Financial Group Ltd | 17,038 | $6.41M | 0.47% | −104−0.6% | Reduced |
| Lee Financial Co | 17,032 | $6.40M | 1.12% | −3,659−17.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,029 | $6.40M | 2.98% | +17,029 | New |
| Wealth Dimensions Group, Ltd. | 17,027 | $6.40M | 2.03% | −778−4.4% | Reduced |
| Monetta Financial Services Inc | 17,000 | $6.39M | 6.09% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 17,000 | $6.39M | 0.54% | 00.0% | Unchanged |
| Trust Co of the South | 16,999 | $6.39M | 1.69% | +16,999 | New |
| Eley Financial Management, Inc | 16,988 | $6.39M | 2.99% | −759−4.3% | Reduced |
| Darwin Advisors, LLC | 16,975 | $6.38M | 1.71% | −2,749−13.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 16,972 | $6.38M | 3.09% | +191+1.1% | Added |
| Sitrin Capital Management LLC | 16,959 | $6.38M | 3.72% | −265−1.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 16,926 | $6.36M | 1.45% | +1,744+11.5% | Added |
| BSW Wealth Partners | 16,880 | $6.35M | 1.26% | −1,226−6.8% | Reduced |
| Cornerstone Enterprises, LLC | 16,867 | $6.34M | 5.66% | +16,867 | New |
| Pineridge Advisors LLC | 16,865 | $6.34M | 2.10% | +16,865 | New |
| Cox Capital Mgt LLC | 16,834 | $6.33M | 4.13% | −441−2.6% | Reduced |