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 |
|---|---|---|---|---|---|
| BayBridge Capital Group, LLC | 4,538 | $1.82M | 1.59% | +35+0.8% | Added |
| Curtis Advisory Group, LLC | 4,326 | $1.82M | 0.70% | +40+0.9% | Added |
| Bridge Advisory, LLC | 4,333 | $1.82M | 0.90% | −125−2.8% | Reduced |
| Riverstone Advisors, LLC | 4,340 | $1.83M | 1.09% | +358+9.0% | Added |
| PFG Private Wealth Management, LLC | 4,360 | $1.83M | 1.15% | +59+1.4% | Added |
| Tacita Capital Inc | 4,360 | $1.83M | 1.27% | −32−0.7% | Reduced |
| Saxony Capital Management, LLC | 4,361 | $1.83M | 2.21% | +293+7.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,363 | $1.84M | 0.91% | +3+0.1% | Added |
| Vista Investment Management | 4,363 | $1.84M | 0.75% | −12−0.3% | Reduced |
| Bell Investment Advisors, Inc | 4,367 | $1.84M | 0.36% | +82+1.9% | Added |
| Coordinated Financial Services, Inc. | 4,372 | $1.84M | 1.61% | +4,372 | New |
| Allen Wealth Management, LLC | 4,376 | $1.84M | 1.62% | −491−10.1% | Reduced |
| OMNI 360 Wealth, Inc. | 4,380 | $1.84M | 1.52% | +108+2.5% | Added |
| Client First Investment Management LLC | 4,400 | $1.85M | 1.47% | 00.0% | Unchanged |
| Eclectic Associates Inc | 4,409 | $1.86M | 0.85% | +359+8.9% | Added |
| Financial Network Wealth Advisors LLC | 4,415 | $1.86M | 1.85% | +6+0.1% | Added |
| Cascade Wealth Advisors, Inc | 4,410 | $1.86M | 1.58% | +4,410 | New |
| J.Safra Asset Management Corp | 4,431 | $1.86M | 0.21% | +769+21.0% | Added |
| CAP Partners, LLC | 4,446 | $1.87M | 1.65% | +18+0.4% | Added |
| OxenFree Capital LLC | 4,449 | $1.87M | 1.71% | +17+0.4% | Added |
| Independent Family Office, LLC | 4,454 | $1.87M | 1.01% | 00.0% | Unchanged |
| Bayshore Asset Management, LLC | 4,458 | $1.88M | 0.92% | +5+0.1% | Added |
| Blossom Wealth Management | 4,479 | $1.88M | 4.54% | +67+1.5% | Added |
| FSA Wealth Management LLC | 4,481 | $1.89M | 0.82% | +123+2.8% | Added |
| Planning Center, Inc. | 4,481 | $1.89M | 0.41% | +98+2.2% | Added |
| M3 Advisory Group, LLC | 4,498 | $1.89M | 1.71% | +1,407+45.5% | Added |
| Prescott Group Capital Management, L.L.C. | 4,500 | $1.89M | 0.30% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4,503 | $1.89M | 0.39% | +535+13.5% | Added |
| Worth Asset Management, LLC | 4,515 | $1.90M | 1.17% | −5,795−56.2% | Reduced |
| Francis Financial, Inc. | 4,516 | $1.90M | 0.61% | +290+6.9% | Added |
| Financial & Tax Architects, LLC | 4,524 | $1.90M | 0.52% | +665+17.2% | Added |
| Ferguson Shapiro LLC | 4,525 | $1.90M | 0.88% | +178+4.1% | Added |
| Smallwood Wealth Investment Management, LLC | 4,531 | $1.91M | 1.48% | +575+14.5% | Added |
| Retirement Guys Formula LLC | 4,534 | $1.91M | 0.93% | +892+24.5% | Added |
| Wolf Group Capital Advisors | 5,605 | $1.91M | 0.91% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4,544 | $1.91M | 1.84% | +25+0.6% | Added |
| Marotta Asset Management | 4,547 | $1.91M | 0.40% | −5−0.1% | Reduced |
| Riverwater Partners LLC | 4,555 | $1.92M | 1.41% | +708+18.4% | Added |
| Cowa, LLC | 4,561 | $1.92M | 1.13% | +76+1.7% | Added |
| Stonebridge Financial Planning Group, LLC | 4,565 | $1.92M | 1.02% | +791+21.0% | Added |
| Prairiewood Capital, LLC | 4,570 | $1.92M | 0.90% | −78−1.7% | Reduced |
| RIA Advisory Group LLC | 4,570 | $1.92M | 0.78% | +4,570 | New |
| Alterna Wealth Management, Inc | 4,571 | $1.92M | 1.92% | −2,370−34.1% | Reduced |
| Diversified Portfolios, Inc. | 4,571 | $1.92M | 0.27% | −99−2.1% | Reduced |
| Hanover Advisors Inc | 4,583 | $1.93M | 0.81% | +1,748+61.7% | Added |
| Lansdowne Partners (UK) LLP | 4,584 | $1.93M | 0.12% | −78−1.7% | Reduced |
| Windsor Capital Management, LLC | 4,585 | $1.93M | 0.60% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 4,611 | $1.94M | 0.58% | −294−6.0% | Reduced |
| Next Capital Management LLC | 4,614 | $1.94M | 0.79% | +1,542+50.2% | Added |
| PCG Wealth Advisors, LLC | 4,617 | $1.94M | 0.92% | +951+25.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,881 | $1.95M | 0.82% | −152−3.0% | Reduced |
| Maren Capital LLC | 4,634 | $1.95M | 0.19% | −500−9.7% | Reduced |
| Comprehensive Wealth Management, LLC | 4,634 | $1.95M | 1.52% | −665−12.5% | Reduced |
| Endowment Wealth Management, Inc. | 4,636 | $1.95M | 1.46% | +469+11.3% | Added |
| Capital Management Associates, Inc | 4,639 | $1.95M | 1.44% | −66−1.4% | Reduced |
| TrueWealth Financial Partners | 4,651 | $1.96M | 1.37% | −25−0.5% | Reduced |
| MBM Wealth Consultants, LLC | 4,652 | $1.96M | 0.69% | +10.0% | Added |
| Cornerstone National Bank & Trust Co | 4,653 | $1.96M | 0.99% | +237+5.4% | Added |
| Austin Asset Management Co Inc | 4,653 | $1.96M | 0.42% | +1,469+46.1% | Added |
| Wetzel Investment Advisors, Inc. | 4,843 | $1.96M | 1.15% | −74−1.5% | Reduced |
| Stephens Consulting, LLC | 4,654 | $1.96M | 0.60% | −24−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,682 | $1.97M | 0.33% | −31−0.7% | Reduced |
| Financial Freedom, LLC | 4,683 | $1.97M | 1.17% | +6+0.1% | Added |
| Meritas Wealth Management, LLC | 4,689 | $1.97M | 1.37% | −77−1.6% | Reduced |
| Yarger Wealth Strategies, LLC | 4,689 | $1.97M | 1.34% | +520+12.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,693 | $1.97M | 1.74% | +80+1.7% | Added |
| American Financial Advisors, LLC | 4,697 | $1.98M | 0.28% | +390+9.1% | Added |
| Retirement Group, LLC | 4,709 | $1.98M | 0.71% | +287+6.5% | Added |
| OneAscent Wealth Management LLC | 4,712 | $1.98M | 0.76% | −198−4.0% | Reduced |
| Greenspring Advisors, LLC | 4,717 | $1.98M | 0.50% | −127−2.6% | Reduced |
| Profit Investment Management, LLC | 4,725 | $1.99M | 1.12% | −58−1.2% | Reduced |
| Flagstone Financial Management | 4,726 | $1.99M | 0.77% | −62−1.3% | Reduced |
| TLWM | 4,741 | $1.99M | 0.44% | −85−1.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,746 | $2.00M | 1.38% | +20+0.4% | Added |
| Great Waters Wealth Management | 4,758 | $2.00M | 0.33% | +277+6.2% | Added |
| Blue Barn Wealth, LLC | 4,758 | $2.00M | 1.12% | −98−2.0% | Reduced |
| 4J Wealth Management LLC | 4,758 | $2.00M | 1.73% | −129−2.6% | Reduced |
| Kaydan Wealth Management, Inc. | 4,761 | $2.00M | 0.68% | −176−3.6% | Reduced |
| Helen Stephens Group, LLC | 4,762 | $2.00M | 0.77% | +4+0.1% | Added |
| CJM Wealth Advisers, Ltd. | 4,765 | $2.00M | 0.76% | −162−3.3% | Reduced |
| Droms Strauss Advisors Inc | 4,768 | $2.01M | 0.73% | +66+1.4% | Added |
| Valued Retirements, Inc. | 4,793 | $2.02M | 3.23% | −45−0.9% | Reduced |
| Cedar Mountain Advisors, LLC | 4,794 | $2.02M | 0.51% | +3+0.1% | Added |
| Nova R Wealth, Inc. | 4,810 | $2.02M | 1.06% | −363−7.0% | Reduced |
| Cedrus LLC | 4,833 | $2.03M | 1.11% | +69+1.4% | Added |
| Cravens & Co Advisors, LLC | 4,837 | $2.04M | 1.69% | −318−6.2% | Reduced |
| Silver Oak Advisory Group, Inc. | 4,848 | $2.04M | 1.15% | −97−2.0% | Reduced |
| Ogorek Anthony Joseph | 4,852 | $2.04M | 0.71% | +1,434+42.0% | Added |
| Krane Funds Advisors LLC | 4,879 | $2.05M | 0.08% | +1,373+39.2% | Added |
| Lionsbridge Wealth Management LLC | 4,876 | $2.05M | 1.59% | −163−3.2% | Reduced |
| KFG Wealth Management, LLC | 4,877 | $2.05M | 0.84% | +216+4.6% | Added |
| Hardy Reed LLC | 4,879 | $2.05M | 0.25% | −84−1.7% | Reduced |
| Cranbrook Wealth Management, LLC | 4,883 | $2.05M | 0.52% | +10.0% | Added |
| Cunning Capital Partners, LP | 4,890 | $2.06M | 1.14% | 00.0% | Unchanged |
| IMZ Advisory Inc | 4,899 | $2.06M | 1.06% | −9−0.2% | Reduced |
| AJOVista, LLC | 4,900 | $2.06M | 5.58% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,920 | $2.07M | 1.41% | −37−0.7% | Reduced |
| TriaGen Wealth Management LLC | 4,923 | $2.07M | 0.86% | −26−0.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,927 | $2.07M | 0.88% | −41−0.8% | Reduced |
| Israel Discount Bank of New York | 4,928 | $2.07M | 2.59% | −3,337−40.4% | Reduced |