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 |
|---|---|---|---|---|---|
| LWMG, LLC | 7,834 | $3.30M | 0.76% | −457−5.5% | Reduced |
| NorthStar Asset Management LLC | 7,838 | $3.30M | 2.50% | +89+1.1% | Added |
| Merrion Investment Management Co, LLC | 7,851 | $3.30M | 2.36% | −750−8.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 7,852 | $3.30M | 1.24% | −612−7.2% | Reduced |
| Farrell Financial LLC | 7,864 | $3.31M | 2.71% | +233+3.1% | Added |
| Verum Partners LLC | 7,885 | $3.32M | 1.18% | +224+2.9% | Added |
| MinichMacGregor Wealth Management, LLC | 7,826 | $3.32M | 0.85% | −1,204−13.3% | Reduced |
| WealthCare Investment Partners, LLC | 7,909 | $3.33M | 1.61% | −50−0.6% | Reduced |
| Point72 Hong Kong Ltd | 7,923 | $3.33M | 0.17% | −6,920−46.6% | Reduced |
| Sunflower Bank, N.A. | 7,930 | $3.34M | 0.75% | −89−1.1% | Reduced |
| Objective Capital Management, LLC | 7,931 | $3.34M | 2.25% | +311+4.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,934 | $3.34M | 3.29% | −926−10.5% | Reduced |
| Groesbeck Investment Management Corp | 7,936 | $3.34M | 3.55% | −75−0.9% | Reduced |
| Guerra Pan Advisors, LLC | 7,938 | $3.34M | 3.09% | −931−10.5% | Reduced |
| Northwest Wealth Management, LLC | 7,948 | $3.34M | 0.92% | +700+9.7% | Added |
| Yost Capital Management, LP | 7,950 | $3.34M | 5.18% | +470+6.3% | Added |
| KFA Private Wealth Group, LLC | 7,958 | $3.35M | 1.04% | +366+4.8% | Added |
| Round Hill Asset Management | 7,959 | $3.35M | 2.03% | −71−0.9% | Reduced |
| Gould Asset Management LLC | 7,976 | $3.36M | 0.81% | −865−9.8% | Reduced |
| Forest Hill Capital, LLC | 8,000 | $3.37M | 2.90% | −2,000−20.0% | Reduced |
| Promethos Capital, LLC | 8,000 | $3.37M | 1.98% | +2,100+35.6% | Added |
| SJS Investment Consulting Inc. | 8,010 | $3.37M | 0.67% | +262+3.4% | Added |
| Meridian Financial, LLC | 8,027 | $3.38M | 2.52% | −160−2.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,028 | $3.38M | 1.18% | +44+0.6% | Added |
| New Covenant Trust Company, N.A. | 8,043 | $3.38M | 3.38% | +8,043 | New |
| Criterion Capital Advisors, LLC | 8,061 | $3.39M | 2.26% | −416−4.9% | Reduced |
| Washburn Capital Management, Inc. | 8,075 | $3.40M | 2.51% | −547−6.3% | Reduced |
| Running Point Capital Advisors, LLC | 8,076 | $3.40M | 1.52% | −2,083−20.5% | Reduced |
| Blue Square Asset Management, LLC | 8,079 | $3.40M | 2.26% | −215−2.6% | Reduced |
| Dalton Investments LLC | 8,100 | $3.41M | 2.07% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 8,101 | $3.41M | 2.08% | +1,587+24.4% | Added |
| Ridgewood Investments LLC | 8,107 | $3.41M | 1.81% | −65−0.8% | Reduced |
| Rockbridge Investment Management, LCC | 8,121 | $3.42M | 0.50% | −5−0.1% | Reduced |
| Select Asset Management & Trust | 8,122 | $3.42M | 1.42% | −300−3.6% | Reduced |
| Aua Capital Management, LLC | 8,144 | $3.43M | 1.97% | −80−1.0% | Reduced |
| Birchcreek Wealth Management, LLC | 8,145 | $3.43M | 1.80% | +210+2.6% | Added |
| Private Client Services, LLC | 8,148 | $3.43M | 2.30% | +3,732+84.5% | Added |
| Lane & Associates LLC | 8,160 | $3.43M | 2.16% | −40−0.5% | Reduced |
| New Capital Management LP | 8,165 | $3.43M | 1.03% | −4,800−37.0% | Reduced |
| Genesee Capital Advisors, LLC | 8,165 | $3.44M | 1.88% | +17+0.2% | Added |
| Parkside Advisors LLC | 8,204 | $3.45M | 0.89% | +10+0.1% | Added |
| Banco BTG Pactual S.A. | 8,207 | $3.45M | 1.07% | −10,663−56.5% | Reduced |
| Burns Matteson Capital Management, LLC | 8,225 | $3.46M | 2.24% | +502+6.5% | Added |
| Opes Wealth Management LLC | 8,233 | $3.46M | 0.80% | +16+0.2% | Added |
| Berkshire Money Management, Inc. | 8,233 | $3.46M | 0.42% | +8,233 | New |
| Cassady Schiller Wealth Management, LLC | 8,233 | $3.46M | 1.55% | +920+12.6% | Added |
| Vanguard Capital Wealth Advisors | 8,240 | $3.47M | 2.44% | +52+0.6% | Added |
| Fidelity D & D Bancorp Inc | 8,249 | $3.47M | 2.61% | +443+5.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,251 | $3.47M | 3.61% | −240−2.8% | Reduced |
| Benedetti & Gucer, Inc. | 8,252 | $3.47M | 1.72% | −175−2.1% | Reduced |
| Heritage Financial Services, LLC | 8,259 | $3.47M | 0.52% | +268+3.4% | Added |
| Rede Wealth, LLC | 8,278 | $3.48M | 1.46% | +118+1.4% | Added |
| LSP Investment Advisors, LLC | 8,280 | $3.48M | 1.88% | 00.0% | Unchanged |
| Provident Trust Co | 8,298 | $3.49M | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,304 | $3.49M | 2.24% | +64+0.8% | Added |
| Oliver Luxxe Assets LLC | 8,310 | $3.50M | 0.73% | −175−2.1% | Reduced |
| FSA Advisors, Inc. | 8,321 | $3.50M | 3.75% | +489+6.2% | Added |
| Titleist Asset Management, LLC | 8,332 | $3.51M | 0.61% | +352+4.4% | Added |
| Tsai Capital Corp | 8,370 | $3.52M | 3.63% | −2,561−23.4% | Reduced |
| Fortress Wealth Group, LLC | 8,552 | $3.53M | 1.89% | +151+1.8% | Added |
| D. Scott Neal, Inc. | 8,386 | $3.53M | 2.31% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 8,389 | $3.53M | 3.09% | −72−0.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,402 | $3.54M | 1.68% | +286+3.5% | Added |
| Walker Financial Services, Inc. | 8,415 | $3.54M | 2.91% | −308−3.5% | Reduced |
| Verity Asset Management, Inc. | 8,415 | $3.54M | 1.97% | +247+3.0% | Added |
| East Coast Asset Management, LLC. | 8,426 | $3.54M | 1.29% | −175−2.0% | Reduced |
| Prentiss Smith & Co Inc | 8,429 | $3.55M | 2.49% | −110−1.3% | Reduced |
| Baron Wealth Management LLC | 8,434 | $3.55M | 1.88% | 00.0% | Unchanged |
| Shaker Investments LLC | 8,439 | $3.55M | 1.50% | −11−0.1% | Reduced |
| Ninepoint Partners LP | 8,460 | $3.56M | 0.45% | +365+4.5% | Added |
| Brooktree Capital Management | 8,484 | $3.57M | 2.75% | −1,963−18.8% | Reduced |
| Atlas Private Wealth Advisors | 8,487 | $3.57M | 1.19% | −9,957−54.0% | Reduced |
| Waycross Investment Management Co | 8,490 | $3.57M | 3.33% | +220+2.7% | Added |
| Warren Street Wealth Advisors, LLC | 8,492 | $3.57M | 1.77% | +1,725+25.5% | Added |
| Twin Lakes Capital Management, LLC | 8,492 | $3.57M | 2.41% | +6+0.1% | Added |
| Heritage Wealth Management, LLC | 8,504 | $3.58M | 1.82% | +93+1.1% | Added |
| Astoria Portfolio Advisors LLC. | 8,654 | $3.58M | 1.39% | +617+7.7% | Added |
| Horizon Kinetics Asset Management LLC | 8,523 | $3.59M | 0.07% | −512−5.7% | Reduced |
| Westhampton Capital, LLC | 8,524 | $3.59M | 1.96% | +50+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 8,525 | $3.59M | 0.90% | +164+2.0% | Added |
| Towerpoint Wealth, LLC | 8,526 | $3.59M | 1.80% | +178+2.1% | Added |
| VELA Investment Management, LLC | 8,528 | $3.59M | 1.32% | −50−0.6% | Reduced |
| Aspire Private Capital, LLC | 8,547 | $3.60M | 0.95% | +723+9.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 8,559 | $3.60M | 0.50% | +364+4.4% | Added |
| Platinum Investment Management Ltd | 8,589 | $3.61M | 0.15% | −17,400−67.0% | Reduced |
| Cora Capital Advisors LLC | 8,595 | $3.62M | 1.93% | +5+0.1% | Added |
| Legacy Financial Group LLC | 8,596 | $3.62M | 0.73% | +7,925+1,181.1% | Added |
| Zimmermann Investment Management & Planning LLC | 8,596 | $3.62M | 1.30% | −417−4.6% | Reduced |
| BluePath Capital Management, LLC | 8,603 | $3.62M | 2.80% | +251+3.0% | Added |
| Almanack Investment Partners, LLC. | 8,607 | $3.62M | 0.62% | +1,080+14.3% | Added |
| Cutter & CO Brokerage, Inc. | 8,617 | $3.63M | 0.89% | −177−2.0% | Reduced |
| Dechtman Wealth Management, LLC | 8,627 | $3.63M | 0.85% | −114−1.3% | Reduced |
| Granger Management LLC | 8,628 | $3.63M | 0.72% | +257+3.1% | Added |
| LWM Advisory Services, LLC | 8,660 | $3.64M | 2.92% | +25+0.3% | Added |
| Willis Johnson & Associates, Inc. | 8,673 | $3.65M | 0.32% | +904+11.6% | Added |
| Ellis Investment Partners, LLC | 8,679 | $3.65M | 0.79% | +156+1.8% | Added |
| Windmill Hill Asset Management Ltd | 8,680 | $3.65M | 1.31% | −77−0.9% | Reduced |
| Barden Capital Management, Inc. | 8,684 | $3.65M | 3.53% | −2,070−19.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,693 | $3.66M | 2.88% | +165+1.9% | Added |
| Brass Tax Wealth Management, Inc | 8,694 | $3.66M | 1.91% | +8,694 | New |