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; 6,247 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, Q1 2024
Institutional positions in Microsoft Corp as of Mar 31, 2024. 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
- 5,240
- +99 vs. Q4 2023
- Shares held
- 5.30B
- +14.6M (+0.3%) vs. Q4 2023
- Total value
- $2.23T
- +$240.2B (+12.1%) vs. Q4 2023
- New holders
- 202
- 2,239 more added
- Sold out
- 103
- 2,443 more reduced
75 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 3 | $1.15K | 0.00% | +3 | New |
| Berkshire Capital Holdings Inc | 10 | $4.21K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,352,666 | $5.54K | 0.25% | +2,352,666 | New |
| Christopher J. Hasenberg, Inc | 26 | $10.9K | 0.01% | +26 | New |
| Longfellow Investment Management Co LLC | 45 | $18.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 65 | $27.6K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 66 | $27.8K | 0.02% | 00.0% | Unchanged |
| Lion Point Capital, LP | 100 | $42.1K | 0.08% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 111 | $46.7K | 0.02% | −5−4.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 114 | $48.0K | 0.04% | −2−1.7% | Reduced |
| Tfo-TDC, LLC | 119 | $50.1K | 0.01% | −165−58.1% | Reduced |
| 4Thought Financial Group Inc. | 128 | $53.9K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 130 | $54.7K | 0.01% | −131−50.2% | Reduced |
| Richardson Capital Management LLC | 139 | $58.6K | 0.05% | +129+1,290.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 140 | $58.9K | 0.02% | −10−6.7% | Reduced |
| MidAtlantic Capital Management, Inc. | 148 | $62.3K | 0.05% | 00.0% | Unchanged |
| PayPay Securities Corp | 157 | $66.1K | 3.30% | −31−16.5% | Reduced |
| EntryPoint Capital, LLC | 166 | $69.8K | 0.06% | −65−28.1% | Reduced |
| Wells Financial Advisors INC | 170 | $71.5K | 0.05% | 00.0% | Unchanged |
| Bellevue Group AG | 180 | $75.7K | 0.00% | +58+47.5% | Added |
| Horizon Financial Services, LLC | 190 | $79.9K | 0.05% | +190 | New |
| Atlantic Private Wealth, LLC | 194 | $81.7K | 0.07% | +10+5.4% | Added |
| Gleason Group, Inc. | 200 | $84.3K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 217 | $84.5K | 0.08% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 205 | $86.2K | 0.03% | −10−4.7% | Reduced |
| Iron Horse Wealth Management, LLC | 305 | $128.4K | 0.05% | +82+36.8% | Added |
| Carolina Wealth Advisors, LLC | 307 | $129.2K | 0.07% | +1+0.3% | Added |
| Family CFO Inc | 338 | $142.2K | 0.09% | −16−4.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 386 | $162.0K | 0.00% | −25−6.1% | Reduced |
| Coombe, Bender & Co LLC | 385 | $162.2K | 0.10% | +385 | New |
| Evolution Advisers, Inc. | 403 | $170.0K | 0.10% | −21−5.0% | Reduced |
| Luken Investment Analytics, LLC | 414 | $174.2K | 0.09% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 420 | $176.7K | 0.04% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 426 | $179.2K | 0.15% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 427 | $179.6K | 0.13% | +83+24.1% | Added |
| Disciplined Equity Management, Inc. | 430 | $180.9K | 0.12% | −566−56.8% | Reduced |
| Algert Global LLC | 479 | $201.5K | 0.01% | −863−64.3% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 483 | $203.2K | 0.06% | −100−17.2% | Reduced |
| HFR Wealth Management, LLC | 488 | $205.3K | 0.05% | +488 | New |
| Spring Capital Management, LLC | 489 | $205.7K | 0.15% | +489 | New |
| Stonehearth Capital Management, LLC | 491 | $206.6K | 0.09% | −178−26.6% | Reduced |
| Portland Investment Counsel Inc. | 2,154 | $207.0K | 0.12% | −110−4.9% | Reduced |
| AF Advisors, Inc. | 494 | $207.8K | 0.05% | +494 | New |
| Shore Point Advisors, LLC | 495 | $208.4K | 0.12% | +495 | New |
| Corepath Wealth Partners LLC | 514 | $210.3K | 0.23% | −235−31.4% | Reduced |
| EHP Funds Inc. | 500 | $210.4K | 0.14% | −200−28.6% | Reduced |
| Weitzel Financial Services, Inc. | 497 | $210.6K | 0.11% | −313−38.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 501 | $210.8K | 0.08% | −4−0.8% | Reduced |
| LPF Advisors LLC | 504 | $211.9K | 0.21% | −152−23.2% | Reduced |
| Envision Financial Planning, LLC | 507 | $213.3K | 0.17% | +507 | New |
| Luminvest Wealth Management LLC | 500 | $213.8K | 0.13% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 509 | $214.1K | 0.14% | +509 | New |
| Sinecera Capital, LLC | 521 | $219.2K | 0.30% | +521 | New |
| RCS Financial Planning, LLC | 523 | $219.9K | 0.14% | +523 | New |
| Brave Warrior Advisors, LLC | 525 | $220.9K | 0.00% | −500−48.8% | Reduced |
| Regis Acquisition Inc. | 525 | $221.0K | 0.13% | +525 | New |
| Grayhawk Investment Strategies Inc. | 527 | $221.7K | 0.20% | +55+11.7% | Added |
| ONE Advisory Partners, LLC | 528 | $222.1K | 0.11% | +528 | New |
| ALM First Financial Advisors, LLC | 530 | $223.0K | 0.06% | +530 | New |
| BCU Wealth Advisors, LLC | 532 | $223.9K | 0.19% | +532 | New |
| Chartist Inc | 536 | $225.6K | 0.14% | −112−17.3% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 537 | $225.9K | 0.09% | 00.0% | Unchanged |
| Twinbeech Capital LP | 540 | $227.2K | 0.00% | −40,019−98.7% | Reduced |
| Cobblestone Asset Management LLC | 540 | $227.2K | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 542 | $228.0K | 0.04% | +542 | New |
| Schulz Wealth, LTD. | 547 | $230.1K | 0.20% | 00.0% | Unchanged |
| Windward Private Wealth Management Inc. | 552 | $232.2K | 0.09% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 559 | $235.2K | 0.05% | −84−13.1% | Reduced |
| Capital CS Group, LLC | 560 | $235.6K | 0.24% | −1,478−72.5% | Reduced |
| White Wing Wealth Management | 556 | $236.2K | 0.20% | +20+3.7% | Added |
| Unconventional Investor, LLC | 565 | $237.6K | 0.17% | −6−1.1% | Reduced |
| Your Advocates Ltd., LLP | 567 | $238.5K | 0.10% | −25−4.2% | Reduced |
| Starfox Financial Services, LLC | 580 | $240.0K | 0.20% | −33−5.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 575 | $241.9K | 0.16% | −4,970−89.6% | Reduced |
| Greylin Investment Mangement Inc | 575 | $241.9K | 0.04% | −75−11.5% | Reduced |
| Share Andrew L. | 575 | $241.9K | 0.12% | 00.0% | Unchanged |
| Compass Financial Group, INC | 575 | $242.0K | 0.06% | +36+6.7% | Added |
| Straight Path Wealth Management | 576 | $242.5K | 0.14% | +576 | New |
| Sage Financial Group Inc | 577 | $242.8K | 0.02% | −55−8.7% | Reduced |
| swisspartners Advisors Ltd | 640 | $242.8K | 0.20% | 00.0% | Unchanged |
| Theory Financial LLC | 585 | $246.1K | 0.13% | −1,009−63.3% | Reduced |
| Investments & Financial Planning, LLC | 585 | $246.3K | 0.17% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 586 | $246.3K | 0.22% | +3+0.5% | Added |
| Financial Alternatives, Inc | 589 | $247.8K | 0.19% | 00.0% | Unchanged |
| XY Capital Ltd | 590 | $248.2K | 0.21% | −612−50.9% | Reduced |
| Engineers Gate Manager LP | 592 | $249.1K | 0.01% | −16,698−96.6% | Reduced |
| ISAM Funds (UK) Ltd | 594 | $249.9K | 0.14% | +594 | New |
| Private Wealth Advisors | 597 | $251.0K | 0.11% | −3−0.5% | Reduced |
| FC Advisory LLC | 597 | $251.4K | 0.09% | +597 | New |
| Rye Brook Capital LLC | 600 | $252.0K | 0.15% | +600 | New |
| BlueCrest Capital Management Ltd | 600 | $252.4K | 0.06% | 00.0% | Unchanged |
| Schiavi & Co LLC | 600 | $252.4K | 0.10% | +19+3.3% | Added |
| Elevate Wealth Advisory, Inc | 604 | $254.1K | 0.22% | −104−14.7% | Reduced |
| J. Stern & Co. LLP | 604 | $254.1K | 0.03% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 606 | $255.2K | 0.14% | −29−4.6% | Reduced |
| Aquire Wealth Advisors, LLC | 610 | $256.8K | 0.09% | +610 | New |
| Plan Group Financial, LLC | 612 | $257.5K | 0.17% | −1,283−67.7% | Reduced |
| Ameraudi Asset Management, Inc. | 618 | $260.0K | 0.12% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 620 | $260.8K | 0.09% | +620 | New |
| Pinnacle Family Advisors, LLC | 620 | $261.0K | 0.14% | −73−10.5% | Reduced |