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 |
|---|---|---|---|---|---|
| Sequent Planning LLC | 4,932 | $2.08M | 0.75% | +4,932 | New |
| Emfo, LLC | 4,934 | $2.08M | 1.90% | −439−8.2% | Reduced |
| Guidance Point Advisors, LLC | 4,937 | $2.08M | 0.68% | +1,064+27.5% | Added |
| US Financial Advisors, LLC | 4,947 | $2.08M | 0.72% | −1,058−17.6% | Reduced |
| Acorn Creek Capital LLC | 4,952 | $2.08M | 1.31% | −165−3.2% | Reduced |
| Innova Wealth Partners | 4,952 | $2.08M | 1.61% | +713+16.8% | Added |
| Optimist Retirement Group LLC | 4,965 | $2.09M | 1.07% | −20−0.4% | Reduced |
| North Point Portfolio Managers Corp | 4,969 | $2.09M | 0.35% | +125+2.6% | Added |
| RS Crum Inc. | 4,974 | $2.09M | 0.57% | +66+1.3% | Added |
| Wealth Advisors of Iowa, LLC | 4,975 | $2.09M | 1.27% | +9+0.2% | Added |
| Cowen and Company, LLC | 4,978 | $2.09M | 0.08% | +4,978 | New |
| Continuum Wealth Advisors, LLC | 4,993 | $2.10M | 1.19% | +377+8.2% | Added |
| Opus Investment Management Inc | 5,000 | $2.10M | 1.37% | 00.0% | Unchanged |
| Latash Investments, LLC | 5,000 | $2.10M | 1.50% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 5,000 | $2.10M | 0.18% | +5,000 | New |
| AlphaQ Advisors LLC | 5,004 | $2.11M | 1.27% | +353+7.6% | Added |
| Sherbrooke Park Advisers LLC | 5,004 | $2.11M | 0.41% | +3,232+182.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,016 | $2.11M | 1.33% | −105−2.1% | Reduced |
| Atwood & Palmer Inc | 5,026 | $2.11M | 0.16% | +138+2.8% | Added |
| JMG Financial Group, Ltd. | 5,029 | $2.12M | 0.08% | −134−2.6% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 5,032 | $2.12M | 0.00% | +566+12.7% | Added |
| BetterWealth, LLC | 5,037 | $2.12M | 0.69% | −100−1.9% | Reduced |
| MGO Private Wealth, LLC | 5,040 | $2.12M | 1.33% | +704+16.2% | Added |
| Victory Financial Group, LLC | 5,053 | $2.13M | 1.26% | −204−3.9% | Reduced |
| Thrive Capital Management, LLC | 5,057 | $2.13M | 1.13% | −1,777−26.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,077 | $2.14M | 0.35% | −232−4.4% | Reduced |
| Mittelman Wealth Management | 5,087 | $2.14M | 1.45% | +5,087 | New |
| Accordant Advisory Group Inc | 5,098 | $2.14M | 1.60% | +5,098 | New |
| Kirtland Hills Capital Management, LLC | 5,218 | $2.15M | 1.85% | +5,218 | New |
| Kraft, Davis & Associates, LLC | 5,201 | $2.15M | 0.65% | −302−5.5% | Reduced |
| Richmond Brothers, Inc. | 5,121 | $2.15M | 3.99% | −84−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,128 | $2.16M | 0.11% | −203−3.8% | Reduced |
| Concorde Asset Management, LLC | 5,144 | $2.17M | 1.49% | −468−8.3% | Reduced |
| Claris Advisors, LLC | 5,157 | $2.17M | 1.09% | +15+0.3% | Added |
| Account Management LLC | 5,175 | $2.18M | 2.35% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 5,190 | $2.18M | 1.91% | +222+4.5% | Added |
| Family Asset Management, LLC | 5,195 | $2.19M | 1.37% | +31+0.6% | Added |
| KRS Capital Management, LLC | 5,203 | $2.19M | 1.77% | +44+0.9% | Added |
| Dixon Fnancial Services, Inc. | 5,210 | $2.19M | 1.21% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5,211 | $2.19M | 0.99% | −1,257−19.4% | Reduced |
| Readystate Asset Management LP | 5,211 | $2.19M | 0.08% | +5,211 | New |
| Pacific Capital Wealth Advisors, Inc | 5,215 | $2.19M | 0.52% | +33+0.6% | Added |
| Strategic Advocates LLC | 5,219 | $2.20M | 0.85% | −7,456−58.8% | Reduced |
| LifePlan Financial, LLC | 5,232 | $2.20M | 2.02% | −24−0.5% | Reduced |
| Duality Advisers, LP | 5,235 | $2.20M | 0.22% | +5,235 | New |
| Roble, Belko & Company, Inc | 5,257 | $2.21M | 0.38% | +3+0.1% | Added |
| Rise Advisors, LLC | 5,260 | $2.21M | 1.18% | +3,647+226.1% | Added |
| Reuter James Wealth Management, LLC | 5,269 | $2.22M | 1.54% | −174−3.2% | Reduced |
| Millington Financial Advisors, LLC | 5,277 | $2.22M | 1.58% | +327+6.6% | Added |
| IFG Advisors, LLC | 5,282 | $2.22M | 0.58% | +4+0.1% | Added |
| Matrix Trust Co | 5,287 | $2.22M | 0.50% | −1,283−19.5% | Reduced |
| Tolleson Wealth Management, Inc. | 5,288 | $2.23M | 0.44% | −192−3.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,291 | $2.23M | 0.34% | −23−0.4% | Reduced |
| Arlington Financial Advisors, LLC | 5,296 | $2.23M | 0.49% | +172+3.4% | Added |
| Portolan Capital Management, LLC | 5,302 | $2.23M | 0.17% | +43+0.8% | Added |
| Obsidian Personal Planning Solutions LLC | 5,739 | $2.23M | 1.47% | −259−4.3% | Reduced |
| Planning Alternatives Ltd | 5,319 | $2.24M | 0.37% | +224+4.4% | Added |
| Eagle Harbor Asset Management Inc | 5,337 | $2.25M | 2.39% | −119−2.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,355 | $2.25M | 2.18% | +77+1.5% | Added |
| Idaho Trust Bank | 5,355 | $2.25M | 2.18% | +1,356+33.9% | Added |
| Clearview Wealth Advisors LLC | 5,356 | $2.25M | 2.30% | −249−4.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,362 | $2.26M | 0.02% | +144+2.8% | Added |
| Kades & Cheifetz LLC | 5,377 | $2.26M | 1.45% | −47−0.9% | Reduced |
| Johnson & White Wealth Management, LLC | 5,380 | $2.26M | 1.65% | +288+5.7% | Added |
| FSB Premier Wealth Management, Inc. | 5,382 | $2.26M | 1.05% | +84+1.6% | Added |
| Eagle Wealth Strategies LLC | 5,334 | $2.26M | 1.84% | −52−1.0% | Reduced |
| Sentinus, LLC | 5,384 | $2.26M | 0.80% | +5,384 | New |
| Walled Lake Planning & Wealth Management, LLC | 5,396 | $2.27M | 0.93% | −57−1.0% | Reduced |
| Selkirk Management LLC | 5,400 | $2.27M | 1.17% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 5,412 | $2.28M | 1.56% | +90+1.7% | Added |
| TCWP LLC | 5,412 | $2.28M | 6.06% | +70+1.3% | Added |
| Adamsbrown Wealth Consultants LLC | 5,417 | $2.28M | 0.92% | −16−0.3% | Reduced |
| Orgel Wealth Management, LLC | 5,418 | $2.28M | 0.06% | −1,286−19.2% | Reduced |
| Ascension Capital Advisors, Inc. | 5,420 | $2.28M | 1.27% | −39−0.7% | Reduced |
| Holistic Financial Partners | 5,426 | $2.28M | 1.16% | +409+8.2% | Added |
| Fountainhead AM, LLC | 5,429 | $2.28M | 0.56% | −63−1.1% | Reduced |
| Samjo Management, LLC | 5,450 | $2.29M | 0.81% | −775−12.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,457 | $2.30M | 1.67% | −103−1.9% | Reduced |
| Values Added Financial LLC | 5,462 | $2.30M | 1.79% | −235−4.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,467 | $2.30M | 0.64% | −16−0.3% | Reduced |
| Legacy Financial Group, Inc. | 5,474 | $2.30M | 0.91% | +710+14.9% | Added |
| Security Financial Services, INC. | 5,475 | $2.30M | 0.52% | +128+2.4% | Added |
| PrairieView Partners, LLC | 5,479 | $2.31M | 0.26% | +158+3.0% | Added |
| Grant Street Asset Management, Inc. | 5,486 | $2.31M | 0.75% | +20.0% | Added |
| Kennon-Green & Company, LLC | 5,491 | $2.31M | 2.16% | −112−2.0% | Reduced |
| Lebenthal Global Advisors, LLC | 5,499 | $2.31M | 0.51% | +223+4.2% | Added |
| Capasso Planning Partners LLC | 5,502 | $2.31M | 0.96% | +51+0.9% | Added |
| Goldstone Financial Group, LLC | 5,506 | $2.32M | 0.53% | +37+0.7% | Added |
| Copperleaf Capital, LLC | 5,508 | $2.32M | 2.01% | −977−15.1% | Reduced |
| 1620 Investment Advisors, Inc. | 5,522 | $2.32M | 2.37% | +183+3.4% | Added |
| Truepoint, Inc. | 5,531 | $2.33M | 0.07% | −14,522−72.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,535 | $2.33M | 0.62% | +249+4.7% | Added |
| Aurora Private Wealth, Inc. | 5,505 | $2.33M | 2.02% | −52−0.9% | Reduced |
| Mainsail Asset Management, LLC | 5,553 | $2.34M | 1.90% | +4+0.1% | Added |
| Kiely Wealth Advisory Group, Inc. | 5,833 | $2.34M | 1.33% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,563 | $2.34M | 1.81% | +29+0.5% | Added |
| Kennedy Investment Group | 5,573 | $2.34M | 1.25% | +725+15.0% | Added |
| EWG Elevate Inc. | 5,582 | $2.35M | 0.89% | −171−3.0% | Reduced |
| Gsa Capital Partners LLP | 5,583 | $2.35M | 0.19% | −1,063−16.0% | Reduced |
| Glaxis Capital Management, LLC | 5,600 | $2.36M | 4.40% | +3,000+115.4% | Added |