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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 8,697 | $3.66M | 1.80% | −2,647−23.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,716 | $3.67M | 0.92% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 8,726 | $3.67M | 2.01% | −1,576−15.3% | Reduced |
| Goepper Burkhardt LLC | 8,853 | $3.67M | 1.71% | +901+11.3% | Added |
| Legacy Bridge, LLC | 8,750 | $3.68M | 2.15% | −40.0% | Reduced |
| Boomfish Wealth Group, LLC | 8,755 | $3.68M | 2.48% | −903−9.3% | Reduced |
| Oxford Wealth Group, LLC | 8,770 | $3.69M | 3.36% | +8,770 | New |
| Mason & Associates Inc | 8,777 | $3.69M | 0.99% | +958+12.3% | Added |
| Tarbox Family Office, Inc. | 8,788 | $3.70M | 0.65% | +526+6.4% | Added |
| Sunburst Financial Group, LLC | 8,727 | $3.71M | 1.05% | −304−3.4% | Reduced |
| MKT Advisors LLC | 8,755 | $3.71M | 2.03% | +802+10.1% | Added |
| Portfolio Strategies, Inc. | 8,810 | $3.71M | 0.25% | +4,879+124.1% | Added |
| Beacon Financial Advisory LLC | 8,825 | $3.71M | 1.81% | +221+2.6% | Added |
| Delta Capital Management LLC | 8,830 | $3.71M | 2.46% | 00.0% | Unchanged |
| IAM Advisory, LLC | 8,833 | $3.72M | 1.02% | −676−7.1% | Reduced |
| Monte Financial Group, LLC | 8,837 | $3.72M | 1.63% | −233−2.6% | Reduced |
| High Falls Advisors, Inc | 8,839 | $3.72M | 0.94% | +524+6.3% | Added |
| Charter Oak Capital Management, LLC | 8,845 | $3.72M | 0.40% | +883+11.1% | Added |
| Wormser Freres Gestion | 8,604 | $3.72M | 2.55% | −267−3.0% | Reduced |
| Islay Capital Management, LLC | 8,868 | $3.73M | 2.78% | +244+2.8% | Added |
| Salvus Wealth Management, LLC | 8,868 | $3.73M | 2.55% | +385+4.5% | Added |
| Northern Financial Advisors Inc | 8,875 | $3.73M | 2.91% | −102−1.1% | Reduced |
| Tortoise Investment Management, LLC | 8,877 | $3.73M | 0.45% | +67+0.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 9,195 | $3.74M | 1.72% | +954+11.6% | Added |
| Evolution Wealth Advisors, LLC | 8,912 | $3.75M | 0.72% | +281+3.3% | Added |
| Evergreen Wealth Management, LLC | 8,916 | $3.75M | 2.54% | 00.0% | Unchanged |
| Garner Asset Management Corp | 8,920 | $3.75M | 1.91% | +343+4.0% | Added |
| Argus Investors' Counsel, Inc. | 8,930 | $3.76M | 2.31% | −304−3.3% | Reduced |
| Falcon Wealth Planning | 8,933 | $3.76M | 0.60% | +72+0.8% | Added |
| Campbell Wealth Management | 8,937 | $3.76M | 0.37% | +2,803+45.7% | Added |
| LJI Wealth Management, LLC | 8,938 | $3.76M | 0.97% | −383−4.1% | Reduced |
| Cooper/Haims Advisors, LLC | 8,938 | $3.76M | 2.19% | +2,692+43.1% | Added |
| Abacus Wealth Partners, LLC | 8,951 | $3.77M | 0.63% | −90−1.0% | Reduced |
| Caliber Wealth Management, LLC | 8,961 | $3.77M | 2.00% | −96−1.1% | Reduced |
| Southland Equity Partners LLC | 8,968 | $3.77M | 1.06% | +689+8.3% | Added |
| Dimension Capital Management LLC | 8,979 | $3.78M | 0.75% | +391+4.6% | Added |
| Beacon Capital Management, LLC | 8,984 | $3.78M | 0.77% | +504+5.9% | Added |
| Signature Wealth Management Partners, LLC | 8,995 | $3.78M | 3.08% | −1,235−12.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,008 | $3.79M | 2.35% | +20.0% | Added |
| Audent Global Asset Management, LLC | 9,011 | $3.79M | 3.88% | +1,512+20.2% | Added |
| Braun-Bostich & Associates Inc. | 9,031 | $3.80M | 3.18% | −860−8.7% | Reduced |
| Ifrah Financial Services, Inc. | 9,033 | $3.80M | 1.07% | −1,895−17.3% | Reduced |
| Intrinsic Value Partners, LLC | 9,034 | $3.80M | 4.05% | −368−3.9% | Reduced |
| Integral Investment Advisors, Inc. | 9,031 | $3.81M | 1.58% | +6,300+230.7% | Added |
| Knightsbridge Asset Management, LLC | 10,121 | $3.81M | 1.08% | 00.0% | Unchanged |
| Truvestments Capital LLC | 9,048 | $3.81M | 1.46% | −1,282−12.4% | Reduced |
| Cardinal Strategic Wealth Guidance | 9,068 | $3.82M | 1.43% | −681−7.0% | Reduced |
| DMG Group, LLC | 9,093 | $3.83M | 3.31% | +858+10.4% | Added |
| Palisades Hudson Asset Management, L.P. | 9,096 | $3.83M | 1.74% | −63−0.7% | Reduced |
| Laraway Financial Inc | 9,101 | $3.83M | 3.38% | −50−0.5% | Reduced |
| Unique Wealth, LLC | 9,105 | $3.83M | 1.08% | +1,655+22.2% | Added |
| Fiducient Advisors LLC | 9,117 | $3.84M | 0.76% | +2,336+34.4% | Added |
| Berkeley, Inc | 9,117 | $3.84M | 2.32% | −40.0% | Reduced |
| Bain Capital Public Equity, LP | 9,120 | $3.84M | 3.16% | −2,651−22.5% | Reduced |
| VERITY Wealth Advisors | 9,141 | $3.85M | 2.95% | +312+3.5% | Added |
| Pointe Capital Management LLC | 9,149 | $3.85M | 2.39% | −32−0.3% | Reduced |
| Grace & White Inc | 9,150 | $3.85M | 0.69% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 9,157 | $3.85M | 3.24% | −583−6.0% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,159 | $3.85M | 0.59% | −19,461−68.0% | Reduced |
| Firethorn Wealth Partners, LLC | 9,169 | $3.86M | 2.27% | +376+4.3% | Added |
| VisionPoint Advisory Group, LLC | 9,183 | $3.86M | 1.39% | −631−6.4% | Reduced |
| Legacy Advisory Services, LLC | 9,194 | $3.87M | 3.67% | −1,186−11.4% | Reduced |
| Pathway Financial Advisers, LLC | 9,195 | $3.87M | 1.39% | −98−1.1% | Reduced |
| GenTrust, LLC | 9,209 | $3.87M | 0.24% | +2,061+28.8% | Added |
| Indie Asset Partners, LLC | 9,213 | $3.88M | 3.45% | +173+1.9% | Added |
| Midwest Financial Group LLC | 9,214 | $3.88M | 2.60% | +20.0% | Added |
| Beirne Wealth Consulting Services, LLC | 9,216 | $3.88M | 1.64% | −6,804−42.5% | Reduced |
| Lodestar Private Asset Management LLC | 9,223 | $3.88M | 0.55% | +180+2.0% | Added |
| Red Wave Investments LLC | 9,246 | $3.89M | 1.46% | +402+4.5% | Added |
| KLR Investment Advisors, LLC | 9,719 | $3.90M | 2.82% | +39+0.4% | Added |
| Wagner Wealth Management, LLC | 9,274 | $3.90M | 1.19% | +96+1.0% | Added |
| Mayport, LLC | 9,293 | $3.91M | 1.49% | +73+0.8% | Added |
| Boulder Hill Capital Management LP | 9,300 | $3.91M | 1.61% | +3,300+55.0% | Added |
| Accuvest Global Advisors | 9,317 | $3.92M | 1.71% | −525−5.3% | Reduced |
| Marshall Financial Group LLC | 9,343 | $3.93M | 1.13% | +213+2.3% | Added |
| Apeiron RIA LLC | 9,343 | $3.93M | 1.14% | −35−0.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 9,347 | $3.93M | 0.80% | −65−0.7% | Reduced |
| Northcape Capital Pty Ltd | 9,366 | $3.94M | 0.45% | −735−7.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,375 | $3.94M | 1.18% | +1,542+19.7% | Added |
| Insight Inv LLC | 9,377 | $3.95M | 3.42% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 9,390 | $3.95M | 2.69% | +92+1.0% | Added |
| Silvia McColl Wealth Management, LLC | 9,338 | $3.95M | 3.39% | +914+10.8% | Added |
| Unique Wealth Strategies, LLC | 9,396 | $3.95M | 1.94% | −287−3.0% | Reduced |
| Libra Wealth LLC | 9,397 | $3.95M | 1.73% | −225−2.3% | Reduced |
| Paragon Financial Partners, Inc. | 9,397 | $3.95M | 3.25% | −46−0.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 9,410 | $3.96M | 0.46% | +433+4.8% | Added |
| HT Partners LLC | 9,411 | $3.96M | 1.43% | −69−0.7% | Reduced |
| Focused Wealth Management, Inc | 9,414 | $3.96M | 0.62% | +70+0.7% | Added |
| Flaharty Asset Management, LLC | 9,418 | $3.96M | 0.59% | −263−2.7% | Reduced |
| SkyView Investment Advisors, LLC | 9,429 | $3.97M | 0.73% | +1,377+17.1% | Added |
| Inspire Trust Co, N.A. | 9,432 | $3.97M | 2.22% | +1,441+18.0% | Added |
| Arvin Capital Management LP | 9,434 | $3.97M | 1.83% | −4,292−31.3% | Reduced |
| Whitford Management LLC | 9,441 | $3.97M | 2.24% | −36,647−79.5% | Reduced |
| Fairbanks Capital Management, Inc. | 9,453 | $3.98M | 2.74% | −114−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 9,454 | $3.98M | 2.51% | −113−1.2% | Reduced |
| Richard W. Paul & Associates, LLC | 9,477 | $3.99M | 1.59% | −691−6.8% | Reduced |
| MBA Advisors LLC | 9,495 | $3.99M | 2.07% | −108−1.1% | Reduced |
| Sachetta, LLC | 10,632 | $4.00M | 1.90% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 9,552 | $4.02M | 2.86% | +352+3.8% | Added |
| Clark Financial Services Group Inc | 9,563 | $4.02M | 4.85% | +1,013+11.8% | Added |