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 |
|---|---|---|---|---|---|
| Strategic Point Investment Advisors, LLC | 919 | $386.6K | 0.07% | −20−2.1% | Reduced |
| Sicart Associates LLC | 926 | $389.6K | 0.14% | 00.0% | Unchanged |
| Myecfo, LLC | 933 | $392.5K | 0.23% | +52+5.9% | Added |
| David Kennon Inc | 935 | $393.2K | 0.17% | +87+10.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 937 | $394.2K | 0.36% | +78+9.1% | Added |
| American Capital Advisory, LLC | 1,368 | $394.3K | 0.34% | −684−33.3% | Reduced |
| Simplify Asset Management Inc. | 941 | $395.9K | 0.04% | −112−10.6% | Reduced |
| AIFG Consultants Ltd. | 944 | $397.2K | 0.29% | −75−7.4% | Reduced |
| Gagnon Securities LLC | 947 | $398.4K | 0.09% | +10+1.1% | Added |
| Integrated Capital Management, Inc. | 947 | $398.5K | 0.33% | −37−3.8% | Reduced |
| Leverty Financial Group, LLC | 947 | $398.6K | 0.24% | +43+4.8% | Added |
| HRC Wealth Management, LLC | 948 | $398.7K | 0.29% | +42+4.6% | Added |
| Aspect Partners, LLC | 949 | $399.3K | 0.32% | +10+1.1% | Added |
| Outfitter Financial LLC | 952 | $400.5K | 0.33% | −100−9.5% | Reduced |
| City Center Advisors, LLC | 963 | $405.2K | 0.48% | +963 | New |
| Afg Fiduciary Services Limited Partnership | 952 | $405.8K | 0.30% | −62−6.1% | Reduced |
| Causeway Capital Management LLC | 965 | $406.0K | 0.01% | +965 | New |
| Socha Financial Group, LLC | 965 | $406.1K | 0.18% | +10+1.0% | Added |
| Beacon Financial Strategies CORP | 968 | $407.3K | 0.29% | −31−3.1% | Reduced |
| Navis Wealth Advisors, LLC | 972 | $408.9K | 0.49% | −536−35.5% | Reduced |
| ESG Planning | 973 | $409.4K | 0.48% | +973 | New |
| Clarity Capital Advisors, LLC | 974 | $409.9K | 0.33% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 978 | $411.6K | 0.20% | +433+79.4% | Added |
| Treasure Coast Financial Planning | 980 | $412.3K | 0.27% | −146−13.0% | Reduced |
| Seaside Wealth Management, Inc. | 981 | $412.8K | 0.18% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,050 | $413.0K | 0.29% | +1,050 | New |
| Custos Family Office, LLC | 990 | $416.5K | 0.21% | +40+4.2% | Added |
| Retirement Financial Solutions, LLC | 993 | $417.7K | 0.21% | −79−7.4% | Reduced |
| Kraft Asset Management, LLC | 996 | $419.0K | 0.34% | +300+43.1% | Added |
| Bluestem Financial Advisors, LLC | 997 | $419.4K | 0.22% | +997 | New |
| WJ Interests, LLC | 997 | $419.5K | 0.22% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 1,000 | $420.7K | 0.79% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 1,005 | $422.8K | 0.26% | +651+183.9% | Added |
| Hyperion Capital Advisors LP | 1,007 | $423.7K | 0.20% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 1,007 | $424.0K | 0.19% | +341+51.2% | Added |
| Trademark Financial Management, LLC | 1,009 | $424.4K | 0.35% | −407−28.7% | Reduced |
| WFA Asset Management Corp | 1,016 | $427.4K | 0.22% | +216+27.0% | Added |
| CenterStar Asset Management, LLC | 1,015 | $427.5K | 0.88% | +1,015 | New |
| Sunesis Advisors, LLC | 1,017 | $427.9K | 0.25% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 1,025 | $431.1K | 0.35% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,026 | $431.7K | 0.24% | −71,200−98.6% | Reduced |
| Lanham O'Dell & Company, Inc. | 1,028 | $432.5K | 0.24% | −394−27.7% | Reduced |
| OLIO Financial Planning | 1,153 | $432.6K | 0.18% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,036 | $435.9K | 0.40% | −75−6.8% | Reduced |
| Cardinal Point Capital Management, ULC | 1,036 | $435.9K | 0.08% | +56+5.7% | Added |
| Stephen J. Garry & Associates, LLC | 1,037 | $436.3K | 0.45% | +8+0.8% | Added |
| Ellsworth Advisors, LLC | 1,040 | $438.8K | 0.13% | +472+83.1% | Added |
| Bull Oak Capital, LLC | 1,043 | $439.0K | 0.29% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,049 | $441.2K | 0.37% | −23−2.1% | Reduced |
| SWAN Capital LLC | 1,050 | $441.7K | 0.25% | −62−5.6% | Reduced |
| Shared Vision Wealth Group LLC | 1,054 | $443.5K | 0.28% | −49−4.4% | Reduced |
| Triune Financial Partners, LLC | 1,062 | $446.9K | 0.16% | −14−1.3% | Reduced |
| Absolute Capital Management, LLC | 1,066 | $448.5K | 0.29% | +1,066 | New |
| Soundwatch Capital LLC | 1,058 | $449.2K | 0.09% | −1,522−59.0% | Reduced |
| Traction Financial Partners, LLC | 1,084 | $449.6K | 0.35% | 00.0% | Unchanged |
| Vima LLC | 1,562 | $450.7K | 0.52% | +108+7.4% | Added |
| Marmo Financial Group, LLC | 1,073 | $451.5K | 0.27% | +86+8.7% | Added |
| JFG Wealth Management, LLC | 1,074 | $452.1K | 0.12% | +315+41.5% | Added |
| Websterrogers Financial Advisors, LLC | 1,080 | $454.4K | 0.16% | −1,046−49.2% | Reduced |
| Standard Family Office LLC | 1,081 | $454.8K | 0.61% | +1,081 | New |
| TAGStone Capital, Inc. | 1,081 | $455.0K | 0.27% | +12+1.1% | Added |
| Balanced Rock Investment Advisor | 1,087 | $457.3K | 0.39% | −30−2.7% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,090 | $458.6K | 0.21% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,109 | $458.7K | 0.42% | −160−12.6% | Reduced |
| American Financial & Tax Strategies Inc | 1,091 | $459.0K | 0.25% | −41−3.6% | Reduced |
| Roth Financial Partners LLC | 1,094 | $460.3K | 0.20% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 1,095 | $460.7K | 0.22% | −2−0.2% | Reduced |
| Dravo Bay LLC | 1,096 | $461.1K | 0.27% | +86+8.5% | Added |
| AdvisorShares Investments LLC | 1,100 | $462.8K | 0.08% | +1,100 | New |
| Lountzis Asset Management, LLC | 1,103 | $464.1K | 0.22% | 00.0% | Unchanged |
| Belvedere Trading LLC | 1,104 | $464.5K | 0.03% | +1,104 | New |
| Tanglewood Wealth Management, Inc. | 1,109 | $466.6K | 0.06% | −81−6.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,111 | $467.8K | 0.13% | −67−5.7% | Reduced |
| Paradice Investment Management LLC | 1,112 | $467.8K | 0.08% | +229+25.9% | Added |
| BCK Partners, Inc. | 1,113 | $468.3K | 0.25% | +60+5.7% | Added |
| Tidemark, LLC | 1,114 | $468.5K | 0.26% | +101+10.0% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,122 | $472.0K | 0.22% | +70+6.7% | Added |
| Benchmark Wealth Management, LLC | 1,124 | $472.9K | 0.26% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,125 | $473.2K | 0.21% | +143+14.6% | Added |
| Lifestyle Asset Management, Inc. | 1,132 | $476.3K | 0.28% | −129−10.2% | Reduced |
| Summit Investment Advisory Services, LLC | 1,137 | $478.4K | 0.28% | +292+34.6% | Added |
| Lowery Thomas, LLC | 1,138 | $478.9K | 0.37% | −130−10.3% | Reduced |
| Barry Investment Advisors, LLC | 1,146 | $482.2K | 0.16% | +4+0.4% | Added |
| Saybrook Capital | 1,158 | $487.0K | 0.13% | +130+12.6% | Added |
| Emergent Wealth Advisors, LLC | 1,166 | $490.4K | 0.42% | +139+13.5% | Added |
| Keating Wealth Management LLC | 1,175 | $494.3K | 0.30% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,188 | $499.8K | 0.61% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,190 | $500.7K | 0.06% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,199 | $504.4K | 0.12% | −816−40.5% | Reduced |
| Schubert & Co | 1,203 | $506.1K | 0.43% | −46−3.7% | Reduced |
| Truefg, LLC | 1,204 | $506.5K | 0.19% | 00.0% | Unchanged |
| Wexford Capital LP | 1,208 | $508.2K | 0.10% | +379+45.7% | Added |
| MTM Financial Group, LLC | 1,209 | $508.6K | 0.34% | +21+1.8% | Added |
| LPWM LLC | 1,202 | $508.8K | 0.19% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,210 | $509.0K | 0.23% | +331+37.7% | Added |
| HGK Asset Management Inc | 1,212 | $509.9K | 0.10% | +99+8.9% | Added |
| Beacon Financial Planning, Inc | 1,216 | $511.5K | 0.36% | +1+0.1% | Added |
| Fee-Only Financial Planning, L.C. | 1,226 | $515.8K | 0.35% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,228 | $516.6K | 0.18% | +281+29.7% | Added |
| Guardian Wealth Management, Inc. | 1,230 | $517.5K | 0.40% | −3−0.2% | Reduced |