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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 1,231 | $517.9K | 0.27% | +96+8.5% | Added |
| Cutler Capital Management, LLC | 1,241 | $522.2K | 0.21% | +189+18.0% | Added |
| Josh Arnold Investment Consultant, LLC | 1,242 | $522.5K | 0.55% | +525+73.2% | Added |
| True Wealth Design, LLC | 1,248 | $525.0K | 0.13% | −102−7.6% | Reduced |
| Barnett & Company, Inc. | 1,255 | $528.0K | 0.36% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,255 | $528.0K | 0.85% | +153+13.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,259 | $529.5K | 0.25% | +6+0.5% | Added |
| Guardian Wealth Advisors, LLC | 1,271 | $534.9K | 0.35% | +159+14.3% | Added |
| Family Capital Trust Co | 1,283 | $539.8K | 0.19% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,284 | $540.2K | 0.18% | +22+1.7% | Added |
| FMA Wealth Management, LLC | 1,285 | $540.3K | 0.45% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,284 | $540.3K | 1.53% | +51+4.1% | Added |
| Prism Advisors, Inc. | 1,287 | $541.3K | 0.16% | +1+0.1% | Added |
| Waller Financial Planning Group, Inc | 1,290 | $542.6K | 0.14% | +165+14.7% | Added |
| True Vision MN LLC | 1,339 | $544.1K | 0.38% | +1+0.1% | Added |
| GenWealth Group, Inc. | 1,294 | $544.4K | 0.14% | +233+22.0% | Added |
| Applied Capital LLC | 1,297 | $545.7K | 0.32% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,910 | $545.8K | 0.39% | −6,760−78.0% | Reduced |
| Raub Brock Capital Management LP | 1,300 | $546.9K | 0.12% | −1,855−58.8% | Reduced |
| Credit Capital Investments LLC | 1,300 | $546.9K | 0.68% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,302 | $547.7K | 0.37% | +112+9.4% | Added |
| AlphaMark Advisors, LLC | 1,302 | $548.0K | 0.19% | +235+22.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,306 | $549.5K | 0.21% | +102+8.5% | Added |
| Keeley-Teton Advisors, LLC | 1,317 | $554.3K | 0.07% | 00.0% | Unchanged |
| Strategic Equity Management | 1,319 | $554.9K | 0.46% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,325 | $557.5K | 0.34% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,326 | $557.9K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,335 | $561.7K | 0.31% | −725−35.2% | Reduced |
| MontVue Capital Management, Inc. | 1,337 | $562.5K | 0.50% | −122−8.4% | Reduced |
| Amitell Capital Pte Ltd | 1,339 | $563.3K | 0.48% | +1,339 | New |
| Shapiro Capital Management LLC | 1,346 | $566.3K | 0.02% | +1+0.1% | Added |
| Significant Wealth Partners LLC | 1,346 | $566.5K | 0.37% | +106+8.5% | Added |
| Core Wealth Management, Inc. | 1,351 | $568.4K | 0.25% | +369+37.6% | Added |
| Philip James Wealth Mangement, LLC | 1,353 | $569.3K | 0.40% | −78−5.5% | Reduced |
| Fenimore Asset Management Inc | 1,359 | $571.6K | 0.01% | −8−0.6% | Reduced |
| Sollinda Capital Management LLC | 1,375 | $578.5K | 0.18% | −1,932−58.4% | Reduced |
| Avalon Advisory Group | 1,381 | $581.0K | 0.28% | +1,381 | New |
| Compass Advisory Group LLC | 1,382 | $581.4K | 0.26% | −154−10.0% | Reduced |
| Courage Miller Partners, LLC | 1,393 | $586.0K | 0.20% | +14+1.0% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,393 | $586.0K | 0.43% | +1+0.1% | Added |
| Cordant, Inc. | 1,393 | $586.1K | 0.34% | +1,049+304.9% | Added |
| Windham Capital Management, LLC | 1,397 | $587.7K | 0.46% | −2,533−64.5% | Reduced |
| O'Neil Global Advisors, Inc. | 1,400 | $589.0K | 0.73% | −14,135−91.0% | Reduced |
| Western Financial Corp | 1,400 | $589.1K | 0.36% | +156+12.5% | Added |
| Hilltop Wealth Advisors, LLC | 1,401 | $589.5K | 0.30% | −250−15.1% | Reduced |
| Valley Financial Group, Inc. | 1,411 | $593.6K | 0.45% | +319+29.2% | Added |
| MUFG Securities EMEA plc | 1,412 | $594.1K | 0.05% | −313,587−99.6% | Reduced |
| Weinberger Asset Management, Inc | 1,415 | $595.5K | 0.29% | −45−3.1% | Reduced |
| Beacon Wealthcare LLC | 1,416 | $595.7K | 0.27% | +241+20.5% | Added |
| Battery Global Advisors, LLC | 1,420 | $597.4K | 0.48% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 1,424 | $599.1K | 0.50% | −445−23.8% | Reduced |
| Sharper & Granite LLC | 1,409 | $599.6K | 0.29% | 00.0% | Unchanged |
| Gainplan LLC | 1,428 | $600.8K | 0.29% | −349−19.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,438 | $605.2K | 0.24% | +480+50.1% | Added |
| LifePro Asset Management | 1,440 | $605.6K | 0.40% | +206+16.7% | Added |
| BCGM Wealth Management, LLC | 1,457 | $613.1K | 0.22% | −3,391−69.9% | Reduced |
| Clarity Asset Management, Inc. | 1,465 | $616.4K | 0.43% | +337+29.9% | Added |
| EnRich Financial Partners LLC | 1,472 | $619.3K | 0.23% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,473 | $619.8K | 0.15% | +1,070+265.5% | Added |
| Denver Wealth Management, Inc. | 1,481 | $623.1K | 0.32% | −62−4.0% | Reduced |
| Youngs Advisory Group, Inc. | 1,482 | $623.4K | 0.28% | −93−5.9% | Reduced |
| Reitz Capital Advisors LLC | 1,658 | $623.5K | 1.12% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,483 | $623.9K | 0.86% | −129−8.0% | Reduced |
| Valued Wealth Advisors LLC | 1,484 | $624.2K | 0.44% | +460+44.9% | Added |
| Sara-Bay Financial | 1,474 | $625.9K | 0.28% | −220−13.0% | Reduced |
| Peterson Financial Group, Inc. | 1,489 | $626.6K | 4.09% | −16−1.1% | Reduced |
| V2 Financial group LLC | 1,492 | $627.7K | 0.43% | −20−1.3% | Reduced |
| Thomas Story & Son LLC | 1,495 | $629.0K | 0.27% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,497 | $629.7K | 0.49% | −196−11.6% | Reduced |
| Kure Advisory, LLC | 1,507 | $633.9K | 0.54% | −3,765−71.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,512 | $636.1K | 0.36% | −27−1.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,514 | $636.8K | 0.24% | +155+11.4% | Added |
| Syverson Strege & Co | 1,514 | $636.9K | 0.23% | +1,514 | New |
| ARK & TLK Investments, LLC | 1,521 | $639.8K | 0.25% | −563−27.0% | Reduced |
| NFC Investments, LLC | 1,525 | $642.0K | 0.18% | 00.0% | Unchanged |
| Advantage Trust Co | 1,528 | $642.9K | 0.47% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,538 | $647.1K | 0.50% | −809−34.5% | Reduced |
| Raymond James Trust Co. of NH | 1,540 | $647.9K | 6.44% | +192+14.2% | Added |
| BCM Advisors, LLC | 1,584 | $648.0K | 0.16% | +1,010+176.0% | Added |
| ClearAlpha Technologies LP | 1,550 | $652.1K | 0.28% | +1,550 | New |
| AAFCPAs Wealth Management, LLC | 1,553 | $653.5K | 0.37% | −756−32.7% | Reduced |
| Core Wealth Advisors, Inc. | 1,554 | $653.9K | 0.22% | +138+9.7% | Added |
| Merlin Capital LLC | 1,557 | $655.1K | 1.95% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 1,575 | $662.6K | 0.57% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,575 | $663.0K | 0.57% | +24+1.5% | Added |
| Capital Wealth Management, LLC | 1,576 | $663.1K | 0.32% | −16−1.0% | Reduced |
| TSA Wealth Managment LLC | 1,580 | $664.7K | 0.29% | −42−2.6% | Reduced |
| Penney Financial, LLC | 1,589 | $668.5K | 0.49% | 00.0% | Unchanged |
| TL Private Wealth | 1,572 | $670.1K | 0.33% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,595 | $671.0K | 0.44% | −403−20.2% | Reduced |
| VanderPol Investments L.L.C. | 1,598 | $672.3K | 1.93% | −173−9.8% | Reduced |
| FreeGulliver LLC | 1,598 | $672.4K | 0.60% | +1,598 | New |
| Knott David M Jr | 1,600 | $673.0K | 0.24% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,600 | $673.1K | 0.43% | +11+0.7% | Added |
| Verdad Advisers, LP | 1,601 | $673.6K | 0.73% | −704−30.5% | Reduced |
| Delta Accumulation, LLC | 1,616 | $679.9K | 4.21% | +802+98.5% | Added |
| Dodds Wealth, LLC | 1,617 | $680.4K | 0.28% | +356+28.2% | Added |
| Triad Investment Management | 1,628 | $684.9K | 0.83% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 1,629 | $685.6K | 0.51% | +51+3.2% | Added |
| Corrado Advisors, LLC | 1,631 | $686.3K | 0.45% | +1,631 | New |