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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 6,479 | $2.67M | 2.53% | −409−5.9% | Reduced |
| Gill Capital Partners, LLC | 6,865 | $2.67M | 1.08% | −80−1.2% | Reduced |
| Magnolia Capital Management Ltd | 6,369 | $2.68M | 2.28% | +385+6.4% | Added |
| Rocky Mountain Advisers, LLC | 6,375 | $2.68M | 0.85% | +10.0% | Added |
| Fca Corp | 6,384 | $2.69M | 0.87% | −121−1.9% | Reduced |
| Birchbrook, Inc. | 6,392 | $2.69M | 1.60% | −296−4.4% | Reduced |
| Doheny Asset Management | 6,397 | $2.69M | 2.21% | +25+0.4% | Added |
| Stamos Capital Partners, L.P. | 6,400 | $2.69M | 0.61% | −1,660−20.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,446 | $2.71M | 0.62% | −1,519−19.1% | Reduced |
| Pathway Financial Advisors LLC | 6,464 | $2.72M | 0.74% | −57−0.9% | Reduced |
| Paulson Wealth Management Inc. | 6,469 | $2.72M | 0.80% | +37+0.6% | Added |
| Three Bridge Wealth Advisors, LLC | 6,470 | $2.72M | 1.07% | −843−11.5% | Reduced |
| Sonoma Private Wealth LLC | 6,478 | $2.73M | 4.38% | −121−1.8% | Reduced |
| Johnson Bixby & Associates, LLC | 6,481 | $2.73M | 0.47% | +25+0.4% | Added |
| Heritage Wealth Partners, LLC | 7,253 | $2.73M | 5.57% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 6,501 | $2.74M | 2.36% | −722−10.0% | Reduced |
| Creekmur Asset Management LLC | 6,501 | $2.74M | 0.94% | +180+2.8% | Added |
| Lion Street Advisors, LLC | 7,299 | $2.74M | 1.12% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 6,527 | $2.75M | 0.98% | −258−3.8% | Reduced |
| Triumph Capital Management | 6,488 | $2.75M | 1.12% | −745−10.3% | Reduced |
| Nottingham Advisors, Inc. | 6,552 | $2.76M | 0.34% | +810+14.1% | Added |
| Ruggaard & Associates LLC | 6,560 | $2.76M | 1.31% | −129−1.9% | Reduced |
| Retirement Income Solutions, Inc | 6,562 | $2.76M | 0.63% | −9−0.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,577 | $2.77M | 0.71% | +179+2.8% | Added |
| Nia Impact Advisors, LLC | 6,596 | $2.77M | 1.11% | +6,596 | New |
| Tactive Advisors, LLC | 6,596 | $2.77M | 1.48% | +4,222+177.8% | Added |
| M.D. Sass Investors Services, Inc. | 6,608 | $2.78M | 0.33% | −1,757−21.0% | Reduced |
| Tobam | 6,612 | $2.78M | 0.25% | −49−0.7% | Reduced |
| Coho Partners, Ltd. | 6,619 | $2.78M | 0.07% | +174+2.7% | Added |
| Ade, LLC | 6,627 | $2.79M | 1.87% | +32+0.5% | Added |
| FOCUS Wealth Advisors, LLC | 6,634 | $2.79M | 1.49% | −64−1.0% | Reduced |
| Sharkey, Howes & Javer | 6,646 | $2.80M | 0.46% | +49+0.7% | Added |
| Riversedge Advisors, LLC | 6,649 | $2.80M | 0.69% | +526+8.6% | Added |
| Spectrum Strategic Capital Management, LLC | 6,653 | $2.80M | 2.13% | +3,534+113.3% | Added |
| Altiora Financial Group, LLC | 6,654 | $2.80M | 0.76% | +8+0.1% | Added |
| AllSquare Wealth Management LLC | 6,655 | $2.80M | 1.64% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,659 | $2.80M | 0.49% | +5,079+321.5% | Added |
| Operose Advisors LLC | 6,660 | $2.80M | 0.95% | +837+14.4% | Added |
| Detalus Advisors, LLC | 6,664 | $2.80M | 1.00% | +38+0.6% | Added |
| Blackston Financial Advisory Group, LLC | 6,665 | $2.80M | 1.86% | −359−5.1% | Reduced |
| River & Mercantile Asset Management LLP | 6,678 | $2.80M | 0.70% | −23,131−77.6% | Reduced |
| BigSur Wealth Management LLC | 6,673 | $2.81M | 0.88% | +800+13.6% | Added |
| PSI Advisors, LLC | 6,674 | $2.81M | 1.01% | −961−12.6% | Reduced |
| Motive Wealth Advisors | 6,681 | $2.81M | 1.70% | +2,729+69.1% | Added |
| Seelaus Asset Management LLC | 6,688 | $2.81M | 2.80% | −343−4.9% | Reduced |
| Safeguard Financial, LLC | 6,691 | $2.82M | 0.92% | +1,476+28.3% | Added |
| Bright Futures Wealth Management, LLC. | 6,223 | $2.82M | 1.52% | +6,223 | New |
| Burkett Financial Services, LLC | 6,700 | $2.82M | 1.45% | +3,459+106.7% | Added |
| NDVR, Inc. | 6,705 | $2.82M | 2.69% | +447+7.1% | Added |
| Ritter Daniher Financial Advisory LLC | 6,708 | $2.82M | 0.93% | +23+0.3% | Added |
| Navalign, LLC | 6,723 | $2.83M | 0.94% | −308−4.4% | Reduced |
| Talisman Wealth Advisors LLC | 6,733 | $2.83M | 3.56% | −50−0.7% | Reduced |
| Coastwise Capital Group, LLC | 6,751 | $2.84M | 2.63% | −145−2.1% | Reduced |
| Westshore Wealth, LLC | 6,767 | $2.85M | 1.18% | +104+1.6% | Added |
| Secured Retirement Advisors, LLC | 6,772 | $2.85M | 2.41% | −1,136−14.4% | Reduced |
| Northern Capital Management, Inc. | 6,780 | $2.85M | 1.99% | +551+8.8% | Added |
| Capstone Wealth Management Group, LLC | 6,780 | $2.85M | 2.05% | −159−2.3% | Reduced |
| O'Dell Group, LLC | 6,789 | $2.86M | 0.70% | +534+8.5% | Added |
| Hilltop Partners LLC | 6,789 | $2.86M | 1.02% | −1,306−16.1% | Reduced |
| Twin Focus Capital Partners, LLC | 6,797 | $2.86M | 0.54% | +750+12.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,805 | $2.86M | 2.50% | −655−8.8% | Reduced |
| Gladius Capital Management LP | 6,814 | $2.87M | 2.83% | +6,814 | New |
| Jackson Creek Investment Advisors LLC | 6,824 | $2.87M | 1.02% | −86−1.2% | Reduced |
| Root Financial Partners, LLC | 6,828 | $2.87M | 0.85% | +1,346+24.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,838 | $2.88M | 0.47% | −220−3.1% | Reduced |
| NCP Inc. | 6,842 | $2.88M | 1.99% | +6,842 | New |
| Wolff Financial Management LLC | 6,852 | $2.88M | 0.84% | +547+8.7% | Added |
| Conscious Wealth Investments, LLC | 6,961 | $2.89M | 2.19% | −29−0.4% | Reduced |
| Old North State Wealth Management, LLC | 6,867 | $2.89M | 1.89% | +919+15.5% | Added |
| WealthCollab, LLC | 6,878 | $2.89M | 2.14% | −9−0.1% | Reduced |
| Hara Capital LLC | 6,886 | $2.90M | 1.74% | −438−6.0% | Reduced |
| West Wealth Group, LLC | 6,886 | $2.90M | 1.07% | −40−0.6% | Reduced |
| Element Pointe Advisors, LLC | 6,890 | $2.90M | 0.74% | −986−12.5% | Reduced |
| Davidson Capital Management Inc. | 6,893 | $2.90M | 0.93% | −79−1.1% | Reduced |
| Burton Enright Welch | 6,895 | $2.90M | 0.70% | −255−3.6% | Reduced |
| Per Stirling Capital Management, LLC. | 6,901 | $2.90M | 0.48% | +679+10.9% | Added |
| Arq Wealth Advisors, LLC | 6,914 | $2.91M | 1.26% | +396+6.1% | Added |
| Cook Wealth Management Group LLC | 7,315 | $2.91M | 1.75% | −309−4.1% | Reduced |
| FF Advisors,LLC | 6,924 | $2.91M | 2.01% | +1,288+22.9% | Added |
| Tevis Investment Management | 6,925 | $2.91M | 2.48% | +151+2.2% | Added |
| Retirement Capital Strategies | 6,927 | $2.91M | 1.19% | +5+0.1% | Added |
| Proquility Private Wealth Partners, LLC | 6,945 | $2.92M | 1.00% | −771−10.0% | Reduced |
| Olistico Wealth, LLC | 6,946 | $2.92M | 2.11% | +244+3.6% | Added |
| CMG Global Holdings, LLC | 6,949 | $2.92M | 2.01% | +22+0.3% | Added |
| Otter Creek Advisors, LLC | 6,950 | $2.92M | 2.05% | +6,000+631.6% | Added |
| Copperwynd Financial, LLC | 6,954 | $2.93M | 1.05% | +977+16.3% | Added |
| New World Advisors LLC | 6,956 | $2.93M | 0.86% | −31−0.4% | Reduced |
| MPS Loria Financial Planners, LLC | 6,964 | $2.93M | 0.98% | −458−6.2% | Reduced |
| Lipe & Dalton | 6,983 | $2.94M | 1.51% | +10+0.1% | Added |
| Lavaca Capital LLC | 6,988 | $2.94M | 1.79% | +1,885+36.9% | Added |
| Sym Financial Corp | 6,999 | $2.94M | 0.49% | −3,394−32.7% | Reduced |
| Olstein Capital Management, L.P. | 7,000 | $2.94M | 0.48% | −3,500−33.3% | Reduced |
| Castleview Partners, LLC | 7,001 | $2.95M | 1.64% | +5+0.1% | Added |
| Connective Portfolio Management, LLC | 7,014 | $2.95M | 5.19% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7,017 | $2.95M | 2.26% | +7,017 | New |
| Onyx Financial Advisors, LLC | 7,038 | $2.96M | 1.83% | +35+0.5% | Added |
| Primoris Wealth Advisors, LLC | 7,050 | $2.96M | 2.38% | +247+3.6% | Added |
| Accel Wealth Management | 7,047 | $2.96M | 1.26% | +758+12.1% | Added |
| XTX Topco Ltd | 7,054 | $2.97M | 0.40% | +7,054 | New |
| Pettinga Financial Advisors, LLC | 7,054 | $2.97M | 0.76% | −45−0.6% | Reduced |