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 |
|---|---|---|---|---|---|
| Winning Points Advisors, LLC | 7,896 | $2.97M | 4.58% | 00.0% | Unchanged |
| TD Capital Management LLC | 7,065 | $2.97M | 0.32% | +67+1.0% | Added |
| First International Bank & Trust | 7,069 | $2.97M | 1.03% | −597−7.8% | Reduced |
| Mascoma Wealth Management LLC | 7,080 | $2.98M | 0.85% | −211−2.9% | Reduced |
| BCS Wealth Management | 7,094 | $2.98M | 0.96% | +70+1.0% | Added |
| Community Bank of Raymore | 7,098 | $2.99M | 1.40% | +91+1.3% | Added |
| Trust Co | 7,118 | $2.99M | 0.39% | −656−8.4% | Reduced |
| WestHill Financial Advisors, Inc. | 7,121 | $3.00M | 0.74% | −343−4.6% | Reduced |
| ZRC Wealth Management, LLC | 7,122 | $3.00M | 1.50% | −1,969−21.7% | Reduced |
| Gerber, LLC | 7,124 | $3.00M | 2.52% | −1,431−16.7% | Reduced |
| Fonville Wealth Management LLC | 7,141 | $3.00M | 1.33% | +3,120+77.6% | Added |
| Eight 31 Financial LLC | 7,146 | $3.01M | 1.87% | +991+16.1% | Added |
| Eads & Heald Wealth Management | 7,153 | $3.01M | 1.40% | −931−11.5% | Reduced |
| Collective Family Office LLC | 7,156 | $3.01M | 0.98% | +647+9.9% | Added |
| Silverleafe Capital Partners, LLC | 7,157 | $3.01M | 1.20% | +207+3.0% | Added |
| Atlas Private Wealth Management | 7,158 | $3.01M | 1.27% | −143−2.0% | Reduced |
| CastleKnight Management LP | 7,175 | $3.02M | 0.44% | −2,900−28.8% | Reduced |
| Fiduciary Planning LLC | 7,187 | $3.02M | 1.14% | +1,640+29.6% | Added |
| Full Sail Capital, LLC | 7,191 | $3.03M | 0.21% | −276−3.7% | Reduced |
| New Insight Wealth Advisors | 7,197 | $3.03M | 1.89% | +76+1.1% | Added |
| Private Capital Management, LLC | 7,197 | $3.03M | 0.34% | −255−3.4% | Reduced |
| Jessup Wealth Management, Inc | 7,203 | $3.03M | 1.30% | +268+3.9% | Added |
| Aspen Wealth Strategies, LLC | 7,219 | $3.04M | 2.10% | −724−9.1% | Reduced |
| SFG Wealth Management, LLC. | 7,225 | $3.04M | 1.80% | +20+0.3% | Added |
| TrueWealth Advisors, LLC | 7,225 | $3.04M | 1.17% | +179+2.5% | Added |
| BOS Asset Management, LLC | 7,233 | $3.04M | 1.60% | +198+2.8% | Added |
| Meridian Wealth Partners, LLC | 7,241 | $3.05M | 0.55% | +47+0.7% | Added |
| Financial Advisory Group | 7,245 | $3.05M | 0.54% | −30−0.4% | Reduced |
| Resolute Wealth Strategies, LLC | 7,251 | $3.05M | 1.85% | +605+9.1% | Added |
| Keeler Thomas Management LLC | 7,266 | $3.05M | 1.05% | −251−3.3% | Reduced |
| Pinnacle Wealth Management, LLC | 7,262 | $3.06M | 3.19% | −656−8.3% | Reduced |
| Watershed Private Wealth LLC | 7,265 | $3.06M | 1.35% | +117+1.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,276 | $3.06M | 1.21% | −79−1.1% | Reduced |
| Taylor Financial Group, Inc. | 7,284 | $3.06M | 2.33% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,287 | $3.07M | 1.06% | −878−10.8% | Reduced |
| Advisory Resource Group | 7,288 | $3.07M | 0.70% | +77+1.1% | Added |
| Prairie Wealth Advisors, Inc. | 7,292 | $3.07M | 1.44% | +7,292 | New |
| Pecaut & Co. | 7,304 | $3.07M | 1.15% | −200−2.7% | Reduced |
| Whalen Wealth Management Inc. | 7,312 | $3.08M | 2.28% | +1,660+29.4% | Added |
| Human Investing LLC | 7,321 | $3.08M | 0.62% | +35+0.5% | Added |
| Joseph Group Capital Management | 7,329 | $3.08M | 1.54% | +967+15.2% | Added |
| Arlington Partners LLC | 7,330 | $3.08M | 1.57% | −7,306−49.9% | Reduced |
| Black Swift Group, LLC | 7,330 | $3.08M | 0.79% | +6,328+631.5% | Added |
| DecisionPoint Financial, LLC | 7,591 | $3.08M | 1.23% | +192+2.6% | Added |
| First Affirmative Financial Network | 7,331 | $3.08M | 2.27% | −50−0.7% | Reduced |
| One Day In July LLC | 7,334 | $3.09M | 0.41% | +1,299+21.5% | Added |
| Shira Ridge Wealth Management | 7,337 | $3.09M | 1.77% | +104+1.4% | Added |
| Intrepid Financial Planning Group LLC | 7,362 | $3.10M | 1.34% | +1,414+23.8% | Added |
| Sage Capital Management, LLC | 7,368 | $3.10M | 1.68% | −30.0% | Reduced |
| Hill Island Financial LLC | 7,380 | $3.10M | 1.03% | +5+0.1% | Added |
| VCI Wealth Management LLC | 7,392 | $3.11M | 2.10% | +1,585+27.3% | Added |
| Acima Private Wealth, LLC | 7,406 | $3.12M | 1.15% | −392−5.0% | Reduced |
| Clark Asset Management, LLC | 7,409 | $3.12M | 0.96% | +15+0.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,415 | $3.12M | 1.11% | +2,409+48.1% | Added |
| Tillman Hartley LLC | 7,418 | $3.12M | 1.07% | +1,092+17.3% | Added |
| Arbor Investment Advisors, LLC | 7,461 | $3.14M | 0.46% | +33+0.4% | Added |
| Evergreen Wealth Solutions, LLC | 7,462 | $3.14M | 2.32% | −1,491−16.7% | Reduced |
| Rosenberg Matthew Hamilton | 7,401 | $3.14M | 0.91% | −356−4.6% | Reduced |
| Montis Financial, LLC | 7,469 | $3.14M | 1.49% | −72−1.0% | Reduced |
| Farrow Financial Inc. | 7,472 | $3.14M | 2.20% | −326−4.2% | Reduced |
| Calton & Associates, Inc. | 7,480 | $3.15M | 1.53% | −3,237−30.2% | Reduced |
| FirstPurpose Wealth LLC | 7,438 | $3.15M | 1.14% | +133+1.8% | Added |
| Firestone Capital Management | 7,487 | $3.15M | 0.88% | −17−0.2% | Reduced |
| Willner & Heller, LLC | 7,489 | $3.15M | 3.14% | −71−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 7,498 | $3.15M | 2.26% | +2,221+42.1% | Added |
| Clearwater Capital Advisors, LLC | 7,508 | $3.16M | 0.34% | +279+3.9% | Added |
| Spotlight Asset Group, Inc. | 7,512 | $3.16M | 2.26% | +475+6.8% | Added |
| Oder Investment Management, LLC | 7,517 | $3.16M | 2.95% | +6+0.1% | Added |
| First Citizens Financial Corp | 7,533 | $3.17M | 1.88% | +91+1.2% | Added |
| Kaizen Financial Strategies | 7,546 | $3.17M | 2.16% | −261−3.3% | Reduced |
| Abel Hall, LLC | 7,549 | $3.18M | 2.38% | +145+2.0% | Added |
| First National Corp | 8,455 | $3.18M | 0.78% | 00.0% | Unchanged |
| Syntax Research, Inc. | 7,575 | $3.19M | 2.43% | −87−1.1% | Reduced |
| Precedent Wealth Partners, LLC | 7,598 | $3.20M | 1.37% | +177+2.4% | Added |
| Manchester Financial Inc | 7,599 | $3.20M | 0.83% | +196+2.6% | Added |
| Pine Ridge Advisers LLC | 7,610 | $3.20M | 0.37% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,625 | $3.21M | 2.01% | +423+5.9% | Added |
| Iams Wealth Management, LLC | 7,869 | $3.21M | 1.96% | −146−1.8% | Reduced |
| Townsend & Associates, Inc | 7,882 | $3.21M | 0.37% | −304−3.7% | Reduced |
| Orrstown Financial Services Inc | 7,640 | $3.21M | 1.79% | −275−3.5% | Reduced |
| Power Wealth Management LLC | 7,662 | $3.22M | 2.02% | −789−9.3% | Reduced |
| Southern Capital Advisors, LLC | 7,674 | $3.23M | 1.96% | −54−0.7% | Reduced |
| Lakewood Asset Management LLC | 7,675 | $3.23M | 2.20% | +840+12.3% | Added |
| N.E.W. Advisory Services LLC | 7,675 | $3.23M | 0.36% | +144+1.9% | Added |
| Safeguard Investment Advisory Group, LLC | 7,676 | $3.23M | 1.10% | −345−4.3% | Reduced |
| Outlook Wealth Advisors, LLC | 7,683 | $3.23M | 1.00% | −81−1.0% | Reduced |
| Lynx Capital Group Ltd | 7,690 | $3.24M | 2.18% | −277−3.5% | Reduced |
| Iron Financial, LLC | 7,699 | $3.24M | 1.81% | −466−5.7% | Reduced |
| Park Edge Advisors, LLC | 7,700 | $3.24M | 0.90% | +1,041+15.6% | Added |
| Foresight Capital Management Advisors, Inc. | 7,703 | $3.24M | 2.47% | +222+3.0% | Added |
| Mason & Associates, LLC | 7,703 | $3.24M | 2.47% | +7,703 | New |
| Castle Wealth Management LLC | 7,717 | $3.25M | 1.70% | −371−4.6% | Reduced |
| Interchange Capital Partners, LLC | 7,710 | $3.25M | 2.19% | −164−2.1% | Reduced |
| Alhambra Investment Partners LLC | 7,736 | $3.25M | 1.78% | −514−6.2% | Reduced |
| Wealth Quarterback LLC | 7,757 | $3.26M | 1.82% | −90−1.1% | Reduced |
| Legacy Financial Strategies, LLC | 7,776 | $3.27M | 0.84% | +631+8.8% | Added |
| Sterneck Capital Management, LLC | 7,809 | $3.29M | 1.96% | −25−0.3% | Reduced |
| Williamson Legacy Group, LLC | 7,811 | $3.29M | 2.55% | +66+0.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 7,818 | $3.29M | 1.87% | −1,144−12.8% | Reduced |
| Peoples Bank | 7,826 | $3.29M | 1.83% | −291−3.6% | Reduced |