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
- 2,241 more added
- Sold out
- 103
- 2,442 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 |
|---|---|---|---|---|---|
| Glaxis Capital Management, LLC | 5,600 | $2.36M | 4.40% | +3,000+115.4% | Added |
| Macroview Investment Management LLC | 5,608 | $2.36M | 2.62% | +69+1.2% | Added |
| Abound Wealth Management | 5,613 | $2.36M | 0.90% | +14+0.3% | Added |
| 49 Wealth Management, LLC | 5,565 | $2.36M | 0.51% | +795+16.7% | Added |
| RVW Wealth, LLC | 5,619 | $2.36M | 0.24% | −269−4.6% | Reduced |
| Alliance Wealth Management Group | 5,622 | $2.37M | 0.69% | +1,106+24.5% | Added |
| Summit Wealth Partners, LLC | 5,625 | $2.37M | 0.50% | −195−3.4% | Reduced |
| Painted Porch Advisors LLC | 5,632 | $2.37M | 1.45% | +658+13.2% | Added |
| Hanlon Investment Management, Inc. | 5,636 | $2.37M | 0.72% | +459+8.9% | Added |
| Professional Financial Advisors, LLC | 5,638 | $2.37M | 0.68% | −265−4.5% | Reduced |
| Ted Buchan & Co | 5,643 | $2.37M | 1.46% | +337+6.4% | Added |
| Blue Bell Private Wealth Management, LLC | 5,648 | $2.38M | 0.51% | +90+1.6% | Added |
| Norwood Financial Corp | 5,649 | $2.38M | 3.43% | −145−2.5% | Reduced |
| Cherrydale Wealth Management, LLC | 5,656 | $2.38M | 1.11% | +884+18.5% | Added |
| Twelve Points Wealth Management LLC | 5,660 | $2.38M | 0.87% | −169−2.9% | Reduced |
| WMG Financial Advisors, LLC | 5,679 | $2.39M | 1.37% | +667+13.3% | Added |
| One Charles Private Wealth Services, LLC | 5,686 | $2.39M | 1.04% | +430+8.2% | Added |
| Prospect Financial Services LLC | 5,707 | $2.40M | 1.98% | +1,004+21.3% | Added |
| MorganRosel Wealth Management, LLC | 5,712 | $2.40M | 0.86% | −25−0.4% | Reduced |
| Fielder Capital Group LLC | 5,712 | $2.40M | 1.07% | −133−2.3% | Reduced |
| Edge Financial Advisors LLC | 5,724 | $2.41M | 2.12% | +5,724 | New |
| Intelligent Financial Strategies | 5,727 | $2.41M | 1.49% | 00.0% | Unchanged |
| Lansing Street Advisors | 5,729 | $2.41M | 1.08% | +1,167+25.6% | Added |
| Cypress Capital, LLC | 5,739 | $2.41M | 0.66% | −72−1.2% | Reduced |
| Check Capital Management Inc | 5,744 | $2.42M | 0.18% | −100−1.7% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,757 | $2.42M | 0.74% | +306+5.6% | Added |
| G&S Capital LLC | 5,762 | $2.42M | 1.08% | +542+10.4% | Added |
| Cedar Wealth Management, LLC | 5,766 | $2.43M | 0.80% | +767+15.3% | Added |
| USAdvisors Wealth Management, LLC | 5,766 | $2.43M | 0.92% | +2,909+101.8% | Added |
| White Lighthouse Investment Management Inc. | 5,780 | $2.43M | 0.49% | +13+0.2% | Added |
| Cohen & Steers, Inc. | 5,782 | $2.43M | 0.01% | +91+1.6% | Added |
| Tennessee Valley Asset Management Partners | 5,785 | $2.43M | 0.59% | −291−4.8% | Reduced |
| Index Fund Advisors, Inc. | 5,793 | $2.44M | 0.13% | +787+15.7% | Added |
| Callan Family Office, LLC | 5,796 | $2.44M | 0.57% | −8,188−58.6% | Reduced |
| Prepared Retirement Institute LLC | 5,800 | $2.44M | 1.82% | −1,208−17.2% | Reduced |
| 360 Financial, Inc. | 5,801 | $2.44M | 0.95% | +19+0.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,825 | $2.45M | 3.19% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 5,827 | $2.45M | 1.67% | +455+8.5% | Added |
| Richardson Financial Services Inc. | 5,835 | $2.46M | 1.73% | +188+3.3% | Added |
| Twin City Private Wealth, LLC | 5,845 | $2.46M | 2.42% | +5,845 | New |
| Hexagon Capital Partners LLC | 5,852 | $2.46M | 0.55% | −105−1.8% | Reduced |
| Echo45 Advisors LLC | 5,856 | $2.46M | 1.77% | +309+5.6% | Added |
| Rooted Wealth Advisors, Inc. | 5,869 | $2.47M | 1.22% | +572+10.8% | Added |
| BIT Capital GmbH | 5,887 | $2.48M | 0.22% | −50,812−89.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 5,893 | $2.48M | 2.27% | −45−0.8% | Reduced |
| One + One Wealth Management, LLC | 5,890 | $2.48M | 1.42% | −245−4.0% | Reduced |
| PAX Financial Group, LLC | 5,891 | $2.48M | 0.50% | +261+4.6% | Added |
| Strategic Financial Concepts, LLC | 5,896 | $2.48M | 0.60% | +3,589+155.6% | Added |
| Beaird Harris Wealth Management, LLC | 5,903 | $2.48M | 0.24% | −30−0.5% | Reduced |
| Trilogy Capital Inc. | 5,904 | $2.48M | 0.14% | +1,011+20.7% | Added |
| Holistic Planning, LLC | 5,912 | $2.49M | 1.90% | +67+1.1% | Added |
| Constant Guidance Financial LLC | 5,958 | $2.51M | 2.32% | +840+16.4% | Added |
| X-Square Capital, LLC | 6,178 | $2.51M | 1.19% | +3,782+157.8% | Added |
| ERTS Wealth Advisors, LLC | 5,988 | $2.52M | 0.51% | −140−2.3% | Reduced |
| Custom Index Systems, LLC | 5,991 | $2.52M | 1.43% | +197+3.4% | Added |
| Integrity Wealth Solutions LLC | 5,996 | $2.52M | 1.65% | +323+5.7% | Added |
| Viking Fund Management LLC | 6,000 | $2.52M | 0.46% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 6,004 | $2.53M | 1.14% | −48−0.8% | Reduced |
| Triton Wealth Management, PLLC | 6,195 | $2.53M | 1.75% | +331+5.6% | Added |
| Nabity-Jensen Investment Management Inc | 6,034 | $2.54M | 2.09% | −65−1.1% | Reduced |
| SRN Advisors, LLC | 6,071 | $2.55M | 1.99% | +146+2.5% | Added |
| Correct Capital Wealth Management | 6,089 | $2.56M | 0.59% | +650+12.0% | Added |
| Phillips Wealth Planners LLC | 6,184 | $2.56M | 2.95% | −38−0.6% | Reduced |
| Gen-Wealth Partners Inc | 6,104 | $2.57M | 1.27% | +6,104 | New |
| Revisor Wealth Management LLC | 6,463 | $2.57M | 1.16% | +2,413+59.6% | Added |
| Ulland Investment Advisors, LLC | 6,113 | $2.57M | 2.05% | +1,877+44.3% | Added |
| Zeit Capital LLC | 6,118 | $2.57M | 2.08% | −700−10.3% | Reduced |
| NRI Wealth Management LC | 6,129 | $2.58M | 2.18% | +4+0.1% | Added |
| Guild Investment Management, Inc. | 6,129 | $2.58M | 3.30% | +362+6.3% | Added |
| Seed Wealth Management, Inc. | 6,082 | $2.58M | 2.47% | −80−1.3% | Reduced |
| Sage Private Wealth Group, LLC | 6,142 | $2.58M | 2.07% | −97−1.6% | Reduced |
| Warwick Investment Management, Inc. | 6,143 | $2.58M | 0.62% | +2,209+56.2% | Added |
| Horst & Graben Wealth Management LLC | 6,144 | $2.58M | 0.53% | +1,824+42.2% | Added |
| Tanager Wealth Management LLP | 6,152 | $2.59M | 0.42% | +56+0.9% | Added |
| Charter Research & Investment Group, Inc. | 6,154 | $2.59M | 2.05% | +55+0.9% | Added |
| Heartwood Wealth Advisors LLC | 6,155 | $2.59M | 0.32% | −7−0.1% | Reduced |
| Clifford Group, LLC | 6,162 | $2.59M | 2.14% | +8+0.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,178 | $2.60M | 0.63% | +194+3.2% | Added |
| Petra Financial Advisors Inc | 6,460 | $2.60M | 1.91% | +1,053+19.5% | Added |
| Investmark Advisory Group LLC | 6,198 | $2.61M | 1.43% | −48−0.8% | Reduced |
| Partnership Wealth Management, LLC | 6,202 | $2.61M | 1.83% | +25+0.4% | Added |
| Aldebaran Financial Inc. | 6,207 | $2.61M | 3.90% | +36+0.6% | Added |
| Ironwood Investment Management LLC | 6,208 | $2.61M | 1.27% | +1,112+21.8% | Added |
| Hummer Financial Advisory Services Inc | 6,214 | $2.61M | 2.16% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 6,222 | $2.62M | 1.81% | +35+0.6% | Added |
| Private Management Group Inc | 6,237 | $2.62M | 0.10% | −211−3.3% | Reduced |
| Lantern Wealth Advisors, LLC | 6,261 | $2.63M | 1.85% | +47+0.8% | Added |
| Rain Capital Management, LLC | 6,275 | $2.64M | 1.77% | +123+2.0% | Added |
| Trevian Wealth Management LLC | 6,280 | $2.64M | 1.80% | −168−2.6% | Reduced |
| Cortland Associates Inc | 6,283 | $2.64M | 0.34% | +4+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 6,404 | $2.65M | 2.10% | −134−2.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,299 | $2.65M | 0.09% | +139+2.3% | Added |
| Deuterium Capital Management, LLC | 6,300 | $2.65M | 4.73% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,315 | $2.66M | 1.25% | −127−2.0% | Reduced |
| First National Bank Sioux Falls | 6,316 | $2.66M | 1.45% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 6,436 | $2.66M | 0.09% | +955+17.4% | Added |
| Wallace Advisory Group, LLC | 7,082 | $2.66M | 2.00% | +1,514+27.2% | Added |
| Prostatis Group LLC | 6,331 | $2.66M | 1.01% | +345+5.8% | Added |
| Paul Damon & Associates, Inc. | 6,341 | $2.67M | 1.86% | +68+1.1% | Added |
| Financial Management Professionals, Inc. | 6,340 | $2.67M | 0.39% | −76−1.2% | Reduced |