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; 6,248 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
- 5,241
- +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
- 2,240 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| SMART Wealth LLC | 3,781 | $1.59M | 0.72% | +839+28.5% | Added |
| apricus wealth, LLC | 3,789 | $1.59M | 1.12% | −4,224−52.7% | Reduced |
| PYA Waltman Capital, LLC | 3,796 | $1.60M | 0.59% | +6+0.2% | Added |
| Dunhill Financial, LLC | 3,794 | $1.60M | 1.19% | +415+12.3% | Added |
| Greenhouse Wealth Management, LLC | 3,799 | $1.60M | 1.20% | +46+1.2% | Added |
| Envoi LLC | 3,800 | $1.60M | 3.77% | +2,625+223.4% | Added |
| Mach-1 Financial Group, Inc. | 3,807 | $1.60M | 1.22% | −12,378−76.5% | Reduced |
| Black Diamond Financial, LLC | 4,263 | $1.60M | 0.43% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,818 | $1.61M | 0.94% | −64−1.6% | Reduced |
| Donoghue Forlines LLC | 3,822 | $1.61M | 0.46% | +302+8.6% | Added |
| Whelan Financial | 3,826 | $1.61M | 0.73% | +1,083+39.5% | Added |
| IMPACTfolio, LLC | 3,831 | $1.61M | 0.97% | −5,711−59.9% | Reduced |
| Peterson Wealth Advisors, LLC | 3,835 | $1.61M | 0.34% | −10−0.3% | Reduced |
| National Wealth Management Group, LLC | 3,843 | $1.62M | 1.26% | +164+4.5% | Added |
| jvl associates llc | 3,856 | $1.62M | 0.67% | +805+26.4% | Added |
| Vertex Planning Partners, LLC | 3,872 | $1.63M | 0.45% | −640−14.2% | Reduced |
| McMorgan & Co LLC | 3,876 | $1.63M | 0.28% | −40−1.0% | Reduced |
| Davis Capital Management | 3,841 | $1.63M | 1.45% | +7+0.2% | Added |
| ML & R Wealth Management LLC | 3,887 | $1.64M | 0.38% | +19+0.5% | Added |
| LGL Partners, LLC | 3,894 | $1.64M | 0.27% | +210+5.7% | Added |
| Ratio Wealth Group | 3,915 | $1.65M | 0.31% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,920 | $1.65M | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3,925 | $1.65M | 2.22% | −39−1.0% | Reduced |
| Encompass More Asset Management | 3,935 | $1.66M | 1.37% | −203−4.9% | Reduced |
| Landscape Capital Management, L.L.C. | 3,938 | $1.66M | 0.14% | +3,938 | New |
| Planned Solutions, Inc. | 3,943 | $1.66M | 0.81% | +37+0.9% | Added |
| Centennial Wealth Advisory LLC | 3,956 | $1.66M | 0.77% | +329+9.1% | Added |
| Rinkey Investments | 3,959 | $1.67M | 0.61% | +130+3.4% | Added |
| Hofer & Associates. Inc | 3,971 | $1.67M | 1.41% | +100+2.6% | Added |
| Sentinel Pension Advisors Inc | 3,971 | $1.67M | 0.36% | −33−0.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,976 | $1.67M | 0.21% | −598−13.1% | Reduced |
| BlueChip Wealth Advisors LLC | 3,976 | $1.67M | 1.08% | −501−11.2% | Reduced |
| Corrigan Financial, Inc. | 3,980 | $1.67M | 0.43% | −92−2.3% | Reduced |
| Single Point Partners, LLC | 3,986 | $1.68M | 0.39% | −155−3.7% | Reduced |
| Delos Wealth Advisors, LLC | 3,993 | $1.68M | 1.89% | +524+15.1% | Added |
| First Wilshire Securities Management Inc | 4,000 | $1.68M | 0.49% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 4,007 | $1.69M | 0.49% | −983−19.7% | Reduced |
| Kelly Financial Services LLC | 4,009 | $1.69M | 0.65% | +15+0.4% | Added |
| FNY Investment Advisers, LLC | 4,010 | $1.69M | 1.10% | +1,408+54.1% | Added |
| Foguth Wealth Management, LLC. | 4,018 | $1.69M | 0.91% | +4,018 | New |
| Georgetown University | 4,025 | $1.69M | 0.54% | +7+0.2% | Added |
| Cutler Group LP | 4,030 | $1.70M | 0.86% | +1,708+73.6% | Added |
| Waterway Wealth Management, LLC | 4,032 | $1.70M | 0.75% | +205+5.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,036 | $1.70M | 0.44% | −96−2.3% | Reduced |
| Betterment LLC | 4,038 | $1.70M | 0.00% | +4,038 | New |
| Willow Creek Wealth Management Inc. | 4,039 | $1.70M | 0.20% | +476+13.4% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.70M | 1.44% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 4,045 | $1.70M | 1.13% | +277+7.4% | Added |
| Crumly & Associates Inc. | 4,049 | $1.70M | 0.45% | +59+1.5% | Added |
| Family Wealth Group, LLC | 4,052 | $1.70M | 1.85% | +124+3.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,053 | $1.71M | 0.72% | +1,512+59.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 4,061 | $1.71M | 2.80% | −4−0.1% | Reduced |
| Lockerman Financial Group, Inc. | 4,081 | $1.72M | 3.28% | +464+12.8% | Added |
| Rodgers & Associates, LTD | 4,083 | $1.72M | 0.22% | −291−6.7% | Reduced |
| Woodward Financial Advisors, Inc. | 4,047 | $1.72M | 1.03% | +44+1.1% | Added |
| MA Private Wealth | 4,088 | $1.72M | 0.35% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 4,093 | $1.72M | 1.74% | +107+2.7% | Added |
| Selective Wealth Management, Inc. | 4,071 | $1.72M | 0.75% | +17+0.4% | Added |
| Catalyst Private Wealth, LLC | 4,097 | $1.72M | 0.90% | +125+3.1% | Added |
| Pasadena Private Wealth, LLC | 4,109 | $1.73M | 0.40% | −25−0.6% | Reduced |
| Powell Investment Advisors, LLC | 4,124 | $1.74M | 0.92% | +10.0% | Added |
| Pingora Partners LLC | 4,127 | $1.74M | 1.27% | +1,085+35.7% | Added |
| Tucker Asset Management LLC | 4,142 | $1.74M | 0.40% | +280+7.3% | Added |
| Sterling Financial Group, Inc. | 4,147 | $1.74M | 0.83% | +338+8.9% | Added |
| Paladin Advisory Group, LLC | 4,110 | $1.74M | 1.38% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 4,150 | $1.75M | 1.38% | −147−3.4% | Reduced |
| Caitlin John, LLC | 4,154 | $1.75M | 1.32% | +446+12.0% | Added |
| Private Capital Advisors, Inc. | 4,163 | $1.75M | 0.22% | −2,876−40.9% | Reduced |
| Malaga Cove Capital, LLC | 4,168 | $1.75M | 0.71% | −127−3.0% | Reduced |
| Hill Investment Group Partners, LLC | 4,169 | $1.75M | 0.25% | −245−5.6% | Reduced |
| RMR Capital Management, LLC | 4,171 | $1.75M | 1.75% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,178 | $1.76M | 0.75% | +158+3.9% | Added |
| Napa Wealth Management | 4,178 | $1.76M | 0.93% | +63+1.5% | Added |
| James J. Burns & Company, LLC | 4,171 | $1.76M | 0.61% | −7,749−65.0% | Reduced |
| Smart Portfolios, LLC | 4,185 | $1.76M | 1.86% | −5−0.1% | Reduced |
| Santori & Peters | 4,189 | $1.76M | 0.76% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 4,190 | $1.76M | 1.04% | +1,055+33.7% | Added |
| Options Solutions, LLC | 4,202 | $1.77M | 1.01% | +274+7.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,205 | $1.77M | 0.19% | −1,452−25.7% | Reduced |
| Slocum, Gordon & Co LLP | 4,214 | $1.77M | 1.32% | +192+4.8% | Added |
| Phocas Financial Corp. | 4,215 | $1.77M | 0.26% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 4,218 | $1.77M | 1.10% | −13−0.3% | Reduced |
| Avenue 1 Advisors, LLC | 4,221 | $1.78M | 0.73% | −18−0.4% | Reduced |
| Bridger Management, LLC | 4,230 | $1.78M | 0.80% | +955+29.2% | Added |
| Essential Planning, LLC. | 4,741 | $1.78M | 0.89% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,239 | $1.78M | 1.77% | +28+0.7% | Added |
| Von Berge Wealth Management Group, LLC | 4,252 | $1.79M | 1.15% | +232+5.8% | Added |
| Mizuho Markets Cayman LP | 4,260 | $1.79M | 1.10% | +4,260 | New |
| Gridiron Partners, LLC | 4,265 | $1.79M | 1.14% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 4,271 | $1.80M | 1.62% | +1,411+49.3% | Added |
| Mayfair Advisory Group, LLC | 4,281 | $1.80M | 1.31% | +415+10.7% | Added |
| Breed's Hill Capital LLC | 4,284 | $1.80M | 1.66% | −276−6.1% | Reduced |
| Red Tortoise LLC | 4,288 | $1.80M | 1.01% | +108+2.6% | Added |
| Doliver Advisors, LP | 4,291 | $1.81M | 0.51% | +6+0.1% | Added |
| Crestone Asset Management LLC | 4,292 | $1.81M | 0.36% | −534−11.1% | Reduced |
| Pacific Sun Financial Corp | 4,298 | $1.81M | 1.05% | +1,924+81.0% | Added |
| Kearns & Associates LLC | 4,300 | $1.81M | 1.40% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,304 | $1.81M | 0.52% | +139+3.3% | Added |
| LGT Financial Advisors LLC | 4,321 | $1.82M | 2.11% | −317−6.8% | Reduced |
| Phillips Financial Management, LLC | 4,322 | $1.82M | 0.15% | +208+5.1% | Added |