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; 6,247 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
- 5,240
- +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
- 2,239 more added
- Sold out
- 103
- 2,443 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| B&D White Capital Company, LLC | 622 | $261.7K | 0.06% | +622 | New |
| Cornerstone Management, Inc. | 625 | $262.9K | 0.06% | −5−0.8% | Reduced |
| Ceera Investments, LLC | 629 | $264.5K | 0.12% | 00.0% | Unchanged |
| Ellerson Group Inc | 631 | $265.5K | 0.20% | −475−42.9% | Reduced |
| Crabel Capital Management, LLC | 633 | $266.0K | 0.23% | +633 | New |
| Ariston Services Group | 634 | $266.7K | 0.26% | −7−1.1% | Reduced |
| Dentgroup LLC | 635 | $267.1K | 0.22% | −230−26.6% | Reduced |
| Letko, Brosseau & Associates Inc | 638 | $268.4K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 645 | $271.7K | 0.13% | +413+178.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 649 | $273.0K | 0.00% | −43−6.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 650 | $273.5K | 0.10% | 00.0% | Unchanged |
| Access Investment Management LLC | 650 | $273.5K | 0.09% | +650 | New |
| Fusion Family Wealth LLC | 657 | $276.4K | 0.03% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 660 | $277.7K | 0.16% | +47+7.7% | Added |
| Horizons Wealth Management | 741 | $278.6K | 0.18% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 667 | $280.6K | 0.20% | +21+3.3% | Added |
| Colony Family Offices, LLC | 668 | $281.0K | 0.09% | +668 | New |
| Wela Strategies, Inc. | 675 | $284.0K | 0.13% | +24+3.7% | Added |
| Stapp Wealth Management, PLLC | 676 | $284.4K | 0.50% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 678 | $285.4K | 0.07% | +4+0.6% | Added |
| Disciplined Growth Investors Inc | 679 | $285.7K | 0.01% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 680 | $286.1K | 0.23% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 686 | $288.7K | 0.15% | +686 | New |
| Adapt Wealth Advisors, LLC | 690 | $290.3K | 0.21% | +690 | New |
| Verde Capital Management | 690 | $290.5K | 0.10% | +690 | New |
| JDM Financial Group LLC | 691 | $290.7K | 0.21% | 00.0% | Unchanged |
| Pacific Wealth Management | 780 | $293.3K | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 700 | $298.9K | 0.57% | −16,964−96.0% | Reduced |
| Altrius Capital Management Inc | 715 | $300.8K | 0.08% | −68−8.7% | Reduced |
| Biltmore Wealth Management, LLC | 802 | $301.5K | 0.14% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 733 | $308.4K | 0.11% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 755 | $308.8K | 0.30% | +755 | New |
| Shariaportfolio, Inc. | 735 | $309.2K | 0.18% | −131−15.1% | Reduced |
| American Investment Services, Inc. | 737 | $310.1K | 0.05% | 00.0% | Unchanged |
| Skylands Capital, LLC | 745 | $313.4K | 0.04% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 750 | $315.5K | 0.20% | 00.0% | Unchanged |
| Divergent Planning, LLC | 747 | $316.9K | 0.13% | +747 | New |
| Eq LLC | 755 | $317.7K | 0.20% | −25−3.2% | Reduced |
| NorthLanding Financial Partners, LLC | 761 | $320.1K | 0.35% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 767 | $322.7K | 0.02% | −87−10.2% | Reduced |
| Beddow Capital Management Inc | 775 | $326.0K | 0.14% | 00.0% | Unchanged |
| Corton Capital Inc. | 776 | $326.5K | 0.12% | −936−54.7% | Reduced |
| Lee Johnson Capital Management, LLC | 777 | $327.1K | 0.17% | −4−0.5% | Reduced |
| Sterling Investment Advisors LLC | 777 | $327.1K | 0.19% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 779 | $327.7K | 0.21% | −57−6.8% | Reduced |
| Mycio Wealth Partners, LLC | 779 | $327.7K | 0.08% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 779 | $327.7K | 0.17% | +54+7.4% | Added |
| Hibernia Wealth Partners, LLC | 779 | $327.8K | 0.22% | +12+1.6% | Added |
| Arrien Investments, Inc. | 783 | $329.4K | 0.26% | −163−17.2% | Reduced |
| Private Wealth Group, LLC | 784 | $329.8K | 0.17% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 785 | $330.3K | 0.19% | +170+27.6% | Added |
| Andina Capital Management, LLC | 787 | $331.1K | 0.26% | +239+43.6% | Added |
| Mane Global Capital Management LP | 788 | $331.5K | 0.03% | −90,272−99.1% | Reduced |
| Maryland Capital Advisors Inc. | 789 | $331.9K | 0.21% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 793 | $333.6K | 0.11% | +174+28.1% | Added |
| Thor Investment Management Inc | 794 | $334.1K | 0.26% | +57+7.7% | Added |
| Versor Investments LP | 799 | $336.2K | 0.07% | +799 | New |
| SWP Financial LLC | 800 | $336.6K | 0.24% | +16+2.0% | Added |
| West Tower Group, LLC | 800 | $336.6K | 1.02% | +800 | New |
| Maltin Wealth Management, Inc. | 800 | $336.7K | 0.19% | −14−1.7% | Reduced |
| Bright Financial Advisors, Inc. | 847 | $336.9K | 0.27% | +847 | New |
| Asset Allocation Strategies LLC | 802 | $337.5K | 0.12% | +99+14.1% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 804 | $338.3K | 0.18% | −16−2.0% | Reduced |
| New Harbor Financial Group, LLC | 805 | $338.7K | 0.13% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 806 | $338.9K | 0.09% | +126+18.5% | Added |
| Solano Wealth Management, Inc. | 807 | $339.5K | 0.19% | −139−14.7% | Reduced |
| Halpern Financial, Inc. | 814 | $342.2K | 0.10% | 00.0% | Unchanged |
| New Perspectives, Inc | 816 | $343.2K | 0.19% | +816 | New |
| Buska Wealth Management, LLC | 822 | $346.0K | 0.15% | +822 | New |
| Certus Wealth Management, LLC | 854 | $347.5K | 0.28% | +854 | New |
| Legacy Wealth Asset Management, LLC | 829 | $348.8K | 0.10% | +28+3.5% | Added |
| Roger Wittlin Investment Advisory, LLC | 829 | $348.8K | 0.24% | +829 | New |
| Solutions 4 Wealth, Ltd | 834 | $350.9K | 0.99% | +77+10.2% | Added |
| Vista Finance, LLC | 835 | $351.3K | 0.88% | +217+35.1% | Added |
| NDWM LLC | 836 | $351.7K | 0.32% | 00.0% | Unchanged |
| Strid Group, LLC | 842 | $354.2K | 0.06% | −69−7.6% | Reduced |
| GR Financial Group, LLC | 846 | $355.8K | 0.08% | +79+10.3% | Added |
| Sykon Capital LLC | 852 | $358.5K | 0.13% | +66+8.4% | Added |
| Clark Estates Inc | 853 | $358.9K | 0.06% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 858 | $361.0K | 0.12% | −25−2.8% | Reduced |
| Mills Wealth Advisors LLC | 860 | $361.7K | 0.27% | −179−17.2% | Reduced |
| Alpha Financial Advisors, LLC | 864 | $363.5K | 0.17% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 866 | $364.3K | 0.18% | +3+0.3% | Added |
| Flagship Private Wealth, LLC | 888 | $373.6K | 0.24% | +266+42.8% | Added |
| 1492 Capital Management LLC | 890 | $374.4K | 0.21% | +10+1.1% | Added |
| AFS Financial Group, LLC | 891 | $374.9K | 1.58% | −7,362−89.2% | Reduced |
| Heritage Wealth Management, Inc./Texas | 896 | $376.9K | 0.24% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 897 | $377.4K | 0.37% | −570−38.9% | Reduced |
| Briaud Financial Planning, Inc | 898 | $378.0K | 0.21% | +898 | New |
| Applied Finance Capital Management, LLC | 899 | $378.2K | 0.03% | −296−24.8% | Reduced |
| Lam Group, Inc. | 899 | $378.2K | 0.31% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 900 | $378.6K | 0.02% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $378.6K | 1.72% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 901 | $379.1K | 0.21% | +13+1.5% | Added |
| Cardinal Capital Management, Inc. | 902 | $379.5K | 0.02% | −121−11.8% | Reduced |
| Sanchez Wealth Management Group | 905 | $380.8K | 0.13% | +1+0.1% | Added |
| Fund Evaluation Group, LLC | 909 | $382.0K | 0.02% | +909 | New |
| Laurel Wealth Planning LLC | 912 | $384.0K | 0.26% | −112−10.9% | Reduced |
| Highland Financial Advisors, LLC | 918 | $386.0K | 0.15% | +60+7.0% | Added |
| Lee Financial Group Hawaii, Inc. | 920 | $386.6K | 0.30% | 00.0% | Unchanged |