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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 10,655 | $4.48M | 2.14% | −895−7.7% | Reduced |
| Elevated Capital Advisors, LLC | 10,656 | $4.48M | 1.28% | +514+5.1% | Added |
| Diversified Investment Strategies, LLC | 10,657 | $4.48M | 3.02% | −154−1.4% | Reduced |
| Levy Wealth Management Group, LLC | 11,924 | $4.48M | 1.26% | 00.0% | Unchanged |
| Nvest Financial, LLC | 10,666 | $4.49M | 2.99% | −366−3.3% | Reduced |
| Aire Advisors, LLC | 10,650 | $4.49M | 1.01% | +161+1.5% | Added |
| Madden Securities Corp | 10,678 | $4.49M | 2.07% | −650−5.7% | Reduced |
| Rational Advisors LLC | 10,680 | $4.49M | 0.42% | −2,218−17.2% | Reduced |
| Independent Wealth Network Inc. | 10,685 | $4.50M | 2.11% | +1,107+11.6% | Added |
| Fermata Advisors, LLC | 10,690 | $4.50M | 1.01% | −507−4.5% | Reduced |
| Alternative Investment Advisors, LLC. | 10,597 | $4.50M | 2.71% | −374−3.4% | Reduced |
| Rockingstone Advisors LLC | 10,697 | $4.50M | 2.32% | −340−3.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 10,717 | $4.51M | 0.73% | +1,449+15.6% | Added |
| Five Oceans Advisors | 10,717 | $4.51M | 2.32% | −74−0.7% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,728 | $4.51M | 1.86% | 00.0% | Unchanged |
| Gould Capital, LLC | 10,742 | $4.52M | 3.18% | −3,193−22.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,746 | $4.52M | 1.73% | +226+2.1% | Added |
| Cantor Fitzgerald, L. P. | 10,764 | $4.53M | 1.08% | +3,228+42.8% | Added |
| Taylor Hoffman Wealth Management | 10,769 | $4.53M | 1.92% | −247−2.2% | Reduced |
| Shay Capital LLC | 10,775 | $4.53M | 1.33% | +975+9.9% | Added |
| Geneva Capital Management LLC | 10,781 | $4.54M | 0.08% | −534−4.7% | Reduced |
| Parametrica Management Ltd | 10,788 | $4.54M | 6.55% | +238+2.3% | Added |
| Delphi Financial Group, Inc. | 10,800 | $4.54M | 2.94% | 00.0% | Unchanged |
| tru Independence LLC | 10,841 | $4.56M | 1.34% | −359−3.2% | Reduced |
| Kessler Investment Group, LLC | 10,841 | $4.56M | 2.83% | −4,374−28.7% | Reduced |
| Davies Financial Advisors, Inc. | 10,845 | $4.56M | 4.66% | +10,845 | New |
| Cavalier Investments, LLC | 10,864 | $4.57M | 1.67% | +729+7.2% | Added |
| Alesco Advisors LLC | 10,877 | $4.58M | 0.15% | +362+3.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,879 | $4.58M | 5.10% | −8,567−44.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 10,887 | $4.58M | 3.19% | +257+2.4% | Added |
| Sterling Investment Management, Inc. | 10,887 | $4.58M | 3.23% | −26−0.2% | Reduced |
| Front Street Capital Management, Inc. | 10,908 | $4.58M | 0.86% | −188−1.7% | Reduced |
| First National Bank | 10,918 | $4.59M | 3.48% | −360−3.2% | Reduced |
| Counterweight Ventures, LLC | 10,921 | $4.59M | 3.70% | −223−2.0% | Reduced |
| Prosperitas Financial LLC | 10,934 | $4.60M | 2.95% | +868+8.6% | Added |
| Mainsail Financial Group, LLC | 10,939 | $4.60M | 3.17% | +408+3.9% | Added |
| Menard Financial Group LLC | 10,941 | $4.60M | 3.87% | +1,354+14.1% | Added |
| Quad-Cities Investment Group, LLC | 10,986 | $4.62M | 2.70% | −378−3.3% | Reduced |
| Redwood Wealth Management Group, LLC | 11,004 | $4.63M | 4.91% | −530−4.6% | Reduced |
| Buck Wealth Strategies, LLC | 11,004 | $4.63M | 1.59% | −7,669−41.1% | Reduced |
| JFS Wealth Advisors, LLC | 11,005 | $4.63M | 0.37% | −407−3.6% | Reduced |
| WR Wealth Planners, LLC | 11,016 | $4.63M | 1.44% | +275+2.6% | Added |
| Blackhawk Capital Partners LLC. | 11,025 | $4.64M | 2.89% | +181+1.7% | Added |
| Financial Council Asset Management Inc | 11,030 | $4.64M | 2.74% | +1,169+11.9% | Added |
| Second Line Capital, LLC | 11,054 | $4.65M | 1.51% | +538+5.1% | Added |
| PFW Advisors LLC | 11,055 | $4.65M | 1.42% | +240+2.2% | Added |
| CCG Wealth Management, LLC | 11,070 | $4.66M | 2.81% | +891+8.8% | Added |
| Commons Capital, LLC | 11,075 | $4.66M | 6.78% | +412+3.9% | Added |
| Gables Capital Management Inc. | 11,083 | $4.66M | 2.57% | −120−1.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 11,098 | $4.67M | 3.81% | −658−5.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 11,098 | $4.67M | 2.94% | −15−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 11,103 | $4.67M | 3.43% | −1,312−10.6% | Reduced |
| Entropy Technologies, LP | 11,141 | $4.69M | 0.50% | +11,141 | New |
| Purus Wealth Management, LLC | 11,143 | $4.69M | 2.31% | +25+0.2% | Added |
| RW Investment Management LLC | 11,155 | $4.69M | 0.65% | +445+4.2% | Added |
| Cim, LLC | 11,183 | $4.70M | 0.71% | +44+0.4% | Added |
| Rakuten Securities, Inc. | 11,197 | $4.71M | 2.06% | −2,048−15.5% | Reduced |
| Cypress Wealth Services, LLC | 11,199 | $4.71M | 1.10% | +1,338+13.6% | Added |
| D.B. Root & Company, LLC | 11,213 | $4.72M | 1.59% | −299−2.6% | Reduced |
| Hamilton Capital, LLC | 11,219 | $4.72M | 0.35% | −124−1.1% | Reduced |
| CM Wealth Advisors LLC | 11,536 | $4.72M | 1.35% | +953+9.0% | Added |
| Financial Strategies Group, Inc. | 11,099 | $4.73M | 1.27% | +1,551+16.2% | Added |
| Left Brain Wealth Management, LLC | 11,250 | $4.73M | 2.29% | +465+4.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,257 | $4.74M | 1.69% | −21−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 11,261 | $4.74M | 2.51% | −88−0.8% | Reduced |
| Investment Advisory Group, LLC | 11,272 | $4.74M | 1.96% | +253+2.3% | Added |
| Renasant Bank | 11,281 | $4.75M | 3.38% | +437+4.0% | Added |
| Zimmer Partners, LP | 11,300 | $4.75M | 0.10% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 11,309 | $4.76M | 4.11% | −205−1.8% | Reduced |
| MB, Levis & Associates, LLC | 11,310 | $4.76M | 2.56% | −28−0.2% | Reduced |
| Hampton Road Capital Management LP | 11,370 | $4.78M | 0.63% | −72,504−86.4% | Reduced |
| Proathlete Wealth Management LLC | 11,371 | $4.78M | 2.54% | −104−0.9% | Reduced |
| Redmond Asset Management, LLC | 11,380 | $4.79M | 1.52% | −192−1.7% | Reduced |
| Advanced Portfolio Management, LLC | 11,388 | $4.79M | 9.05% | +320+2.9% | Added |
| Bullock Wealth Management Group | 11,296 | $4.80M | 3.22% | +11,296 | New |
| Bouchey Financial Group Ltd | 11,414 | $4.80M | 0.47% | +79+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 11,429 | $4.81M | 4.01% | +88+0.8% | Added |
| Syntegra Private Wealth Group, LLC | 11,434 | $4.81M | 0.62% | +1,362+13.5% | Added |
| Northstar Group, Inc. | 11,438 | $4.81M | 0.95% | +493+4.5% | Added |
| Deane Retirement Strategies, Inc. | 11,449 | $4.82M | 2.45% | +9,062+379.6% | Added |
| Tectonic Advisors LLC | 11,466 | $4.82M | 0.37% | −496−4.1% | Reduced |
| LongView Wealth Management | 11,482 | $4.83M | 1.91% | −188−1.6% | Reduced |
| Ardsley Advisory Partners LP | 11,500 | $4.83M | 0.69% | +3,000+35.3% | Added |
| Rappaport Reiches Capital Management, LLC | 11,524 | $4.85M | 1.52% | +3,311+40.3% | Added |
| River Street Advisors LLC | 11,538 | $4.85M | 3.28% | +873+8.2% | Added |
| Emerald Advisors, LLC | 11,542 | $4.86M | 0.86% | −143−1.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 11,586 | $4.87M | 4.54% | −620−5.1% | Reduced |
| Robbins Farley LLC | 11,589 | $4.88M | 2.68% | +363+3.2% | Added |
| Ssi Investment Management LLC | 11,595 | $4.88M | 0.37% | −93−0.8% | Reduced |
| GoalVest Advisory LLC | 11,619 | $4.89M | 1.63% | +2,104+22.1% | Added |
| STAR Financial Bank | 11,627 | $4.89M | 4.18% | −443−3.7% | Reduced |
| Eisler Capital (US) LLC | 11,629 | $4.89M | 1.67% | −3,570−23.5% | Reduced |
| Insight Wealth Strategies, LLC | 11,642 | $4.90M | 0.72% | −1,699−12.7% | Reduced |
| Bigelow Investment Advisors, LLC | 11,651 | $4.90M | 2.41% | +384+3.4% | Added |
| Fortem Financial Group, LLC | 11,671 | $4.91M | 2.16% | −348−2.9% | Reduced |
| Affiance Financial, LLC | 11,670 | $4.91M | 1.33% | +69+0.6% | Added |
| Arvest Trust Co N A | 11,711 | $4.93M | 0.28% | −212−1.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,711 | $4.93M | 0.76% | +635+5.7% | Added |
| DAGCO, Inc. | 11,715 | $4.93M | 2.24% | +10,164+655.3% | Added |
| New Century Financial Group, LLC | 11,718 | $4.93M | 3.42% | +182+1.6% | Added |