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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 9,599 | $4.04M | 0.69% | +5+0.1% | Added |
| Woodard & Co Asset Management Group Inc | 9,599 | $4.04M | 1.08% | +124+1.3% | Added |
| American Institute for Advanced Investment Management, LLP | 9,600 | $4.04M | 3.19% | −46−0.5% | Reduced |
| Gibbs Wealth Management | 9,604 | $4.04M | 2.32% | +9,604 | New |
| Pring Turner Capital Group Inc | 9,613 | $4.04M | 2.95% | −7−0.1% | Reduced |
| Advance Capital Management, Inc. | 9,614 | $4.04M | 0.28% | +206+2.2% | Added |
| Massachusetts Wealth Management | 9,615 | $4.05M | 2.85% | +120+1.3% | Added |
| Clear Rock Advisors, LLC | 9,624 | $4.05M | 1.76% | +90+0.9% | Added |
| Pullen Investment Management, LLC | 9,633 | $4.05M | 3.42% | +9,633 | New |
| Alta Wealth Advisors LLC | 9,634 | $4.05M | 2.06% | +111+1.2% | Added |
| Barrett & Company, Inc. | 9,635 | $4.05M | 1.92% | −562−5.5% | Reduced |
| Capitol Family Office, Inc. | 9,639 | $4.06M | 5.25% | +73+0.8% | Added |
| Tributary Capital Management, LLC | 9,668 | $4.07M | 0.33% | −130−1.3% | Reduced |
| Invenio Wealth Partners LLC | 9,668 | $4.07M | 2.19% | +462+5.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,669 | $4.07M | 2.22% | +1,822+23.2% | Added |
| Rbo & Co LLC | 9,670 | $4.07M | 0.68% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 9,672 | $4.07M | 0.95% | −157−1.6% | Reduced |
| Lumbard & Kellner, LLC | 9,680 | $4.07M | 1.98% | −125−1.3% | Reduced |
| Riverpark Capital Management LLC | 9,690 | $4.08M | 5.59% | +209+2.2% | Added |
| KC Investment Advisors, LLC | 9,708 | $4.08M | 2.12% | −374−3.7% | Reduced |
| Satovsky Asset Management LLC | 9,805 | $4.09M | 1.20% | −472−4.6% | Reduced |
| Affinity Capital Advisors, LLC | 9,720 | $4.09M | 0.91% | −101−1.0% | Reduced |
| West Paces Advisors Inc. | 9,725 | $4.09M | 1.08% | +478+5.2% | Added |
| Signature Wealth Management Group | 10,260 | $4.09M | 1.86% | −253−2.4% | Reduced |
| Leibman Financial Services, Inc. | 9,745 | $4.10M | 3.16% | +90+0.9% | Added |
| West Bancorporation Inc | 9,746 | $4.10M | 2.70% | −1,183−10.8% | Reduced |
| Hoxton Planning & Management, LLC | 9,748 | $4.10M | 1.96% | +500+5.4% | Added |
| Gateway Wealth Partners, LLC | 9,765 | $4.11M | 1.47% | +1,516+18.4% | Added |
| Werba Rubin Papier Wealth Management | 9,765 | $4.11M | 1.19% | +398+4.2% | Added |
| Integrity Financial Corp | 9,774 | $4.11M | 2.82% | +109+1.1% | Added |
| Herr Investment Group LLC | 9,787 | $4.12M | 1.28% | +126+1.3% | Added |
| Conway Capital Management, Inc. | 9,800 | $4.12M | 2.31% | +350+3.7% | Added |
| Perissos Private Wealth Management, LLC | 9,821 | $4.13M | 3.75% | +9,821 | New |
| Vienna Asset Management LLC | 9,860 | $4.14M | 3.78% | +1,713+21.0% | Added |
| CoreFirst Bank & Trust | 9,871 | $4.15M | 2.60% | −275−2.7% | Reduced |
| Oak Asset Management, LLC | 9,871 | $4.15M | 1.55% | −80−0.8% | Reduced |
| Monticello Wealth Management, LLC | 9,880 | $4.16M | 0.38% | −3,218−24.6% | Reduced |
| Clarity Wealth Advisors, LLC | 9,903 | $4.17M | 1.41% | +318+3.3% | Added |
| Robinswood Financial LLC | 9,833 | $4.17M | 1.78% | −177−1.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 9,935 | $4.18M | 3.44% | +40.0% | Added |
| Cascade Investment Group, Inc. | 9,939 | $4.18M | 3.13% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 10,489 | $4.19M | 1.98% | −1,225−10.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,955 | $4.19M | 2.02% | −428−4.1% | Reduced |
| Three Seasons Wealth, LLC | 9,970 | $4.20M | 2.94% | +2,296+29.9% | Added |
| Carson Advisory Inc. | 9,989 | $4.20M | 2.96% | +138+1.4% | Added |
| Tyler-Stone Wealth Management | 10,030 | $4.22M | 1.87% | +557+5.9% | Added |
| Swisher Financial Concepts, Inc. | 9,921 | $4.22M | 3.67% | +20.0% | Added |
| Landaas & Co | 10,037 | $4.22M | 1.37% | +98+1.0% | Added |
| WealthTrust Asset Management, LLC | 10,069 | $4.24M | 3.23% | +2,588+34.6% | Added |
| Peterson Wealth Management | 10,070 | $4.24M | 3.06% | +1,718+20.6% | Added |
| UBS Oconnor LLC | 10,088 | $4.24M | 0.12% | −15,045−59.9% | Reduced |
| Pictet Bank & Trust Ltd | 10,158 | $4.26M | 4.48% | −1,087−9.7% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $4.26M | 8.05% | 00.0% | Unchanged |
| Baker Boyer National Bank | 10,156 | $4.27M | 1.47% | −450−4.2% | Reduced |
| Hillsdale Investment Management Inc. | 10,179 | $4.28M | 0.34% | +130+1.3% | Added |
| Opal Wealth Advisors, LLC | 10,179 | $4.28M | 1.45% | −695−6.4% | Reduced |
| MRP Capital Investments, LLC | 10,211 | $4.30M | 4.32% | +123+1.2% | Added |
| Wulff, Hansen & Co. | 10,222 | $4.30M | 4.29% | −705−6.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,229 | $4.30M | 2.47% | −108−1.0% | Reduced |
| Source Financial Advisors LLC | 10,235 | $4.31M | 1.31% | −492−4.6% | Reduced |
| 17 Capital Partners, LLC | 10,239 | $4.31M | 3.20% | 00.0% | Unchanged |
| MWA Asset Management | 10,243 | $4.31M | 3.12% | −58−0.6% | Reduced |
| Greenline Partners, LLC | 10,251 | $4.31M | 0.69% | −47−0.5% | Reduced |
| Norris Financial Group, LLC | 10,272 | $4.32M | 2.37% | −154−1.5% | Reduced |
| Asset Management Group, Inc. | 10,297 | $4.33M | 0.81% | +43+0.4% | Added |
| RF&L Wealth Management, LLC | 10,335 | $4.35M | 3.35% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 10,346 | $4.35M | 2.43% | −309−2.9% | Reduced |
| Game Creek Capital, LP | 10,350 | $4.35M | 2.36% | −475−4.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 10,357 | $4.36M | 2.83% | −1,070−9.4% | Reduced |
| Peninsula Wealth, LLC | 10,366 | $4.36M | 0.87% | +50+0.5% | Added |
| Strata Wealth Advisors, LLC | 10,366 | $4.36M | 1.53% | +3,573+52.6% | Added |
| Financial Sense Advisors, Inc. | 10,388 | $4.37M | 1.55% | −43−0.4% | Reduced |
| Privium Fund Management B.V. | 10,400 | $4.38M | 1.17% | −5,600−35.0% | Reduced |
| Driehaus Capital Management LLC | 10,417 | $4.38M | 0.04% | −510−4.7% | Reduced |
| Exchange Bank | 10,428 | $4.39M | 3.61% | −285−2.7% | Reduced |
| Bullseye Investment Management, LLC | 10,432 | $4.39M | 2.55% | −372−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 10,435 | $4.39M | 3.20% | −4,419−29.7% | Reduced |
| Omnia Family Wealth, LLC | 10,459 | $4.40M | 2.06% | +497+5.0% | Added |
| McAlister, Sweet & Associates, Inc. | 10,460 | $4.40M | 3.46% | +139+1.3% | Added |
| XR Securities LLC | 10,462 | $4.40M | 1.29% | +10,462 | New |
| Keynote Financial Services LLC | 10,494 | $4.42M | 3.70% | +10,494 | New |
| Savvy Advisors, Inc. | 10,499 | $4.42M | 2.55% | +2,046+24.2% | Added |
| GEM Asset Management, LLC | 10,728 | $4.42M | 2.97% | +145+1.4% | Added |
| Access Financial Services, Inc. | 10,506 | $4.42M | 1.98% | −18−0.2% | Reduced |
| TSFG, LLC | 10,512 | $4.42M | 1.12% | +346+3.4% | Added |
| Keene & Associates, Inc. | 10,519 | $4.43M | 3.30% | −185−1.7% | Reduced |
| CKW Financial Group | 10,442 | $4.43M | 0.58% | −98−0.9% | Reduced |
| Arcataur Capital Management LLC | 10,553 | $4.44M | 1.60% | −7−0.1% | Reduced |
| Cascade Investment Advisors, Inc. | 10,576 | $4.45M | 2.90% | −535−4.8% | Reduced |
| Prentice Wealth Management LLC | 10,586 | $4.45M | 1.55% | +551+5.5% | Added |
| PCA Investment Advisory Services Inc. | 10,609 | $4.46M | 2.51% | +257+2.5% | Added |
| Patriot Investment Management Inc. | 10,612 | $4.46M | 0.35% | −461−4.2% | Reduced |
| Semus Wealth Partners LLC | 10,612 | $4.46M | 3.76% | −377−3.4% | Reduced |
| Proffitt & Goodson Inc | 10,621 | $4.47M | 0.79% | −212−2.0% | Reduced |
| Raleigh Capital Management Inc. | 10,621 | $4.47M | 1.93% | +3,063+40.5% | Added |
| Crew Capital Management, Ltd. | 10,635 | $4.47M | 3.63% | +2,094+24.5% | Added |
| Privium Fund Management (UK) Ltd | 10,567 | $4.48M | 2.22% | +3,194+43.3% | Added |
| FFT Wealth Management LLC | 10,641 | $4.48M | 0.39% | +1,363+14.7% | Added |
| Ellenbecker Investment Group | 10,644 | $4.48M | 0.94% | +464+4.6% | Added |
| Well Done, LLC | 10,645 | $4.48M | 0.88% | −482−4.3% | Reduced |