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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 1,632 | $686.8K | 0.19% | −649−28.5% | Reduced |
| Enzi Wealth | 1,661 | $687.1K | 0.32% | +206+14.2% | Added |
| High Probability Advisors, LLC | 1,639 | $689.6K | 0.13% | −68−4.0% | Reduced |
| McCarthy Asset Management, Inc. | 1,642 | $690.7K | 0.43% | −25−1.5% | Reduced |
| Fulcrum Equity Management | 1,650 | $694.3K | 0.82% | +742+81.7% | Added |
| Schoolcraft Capital LLC | 1,654 | $695.9K | 0.16% | −116−6.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,669 | $702.0K | 0.46% | +1,226+276.7% | Added |
| Resolute Partners Group | 1,671 | $703.0K | 0.13% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 1,674 | $704.0K | 0.35% | +3+0.2% | Added |
| Axiom Advisory, LLC | 1,675 | $704.8K | 0.52% | +1+0.1% | Added |
| West Financial Advisors, LLC | 1,678 | $705.9K | 0.15% | +34+2.1% | Added |
| Foundry Financial Group, Inc. | 1,685 | $709.0K | 0.51% | +446+36.0% | Added |
| Garrett Wealth Advisory Group, LLC | 1,699 | $714.6K | 0.29% | −82−4.6% | Reduced |
| Wiser Wealth Management, Inc | 1,700 | $715.0K | 0.23% | +399+30.7% | Added |
| Karpus Management, Inc. | 1,700 | $715.2K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 1,702 | $716.0K | 0.11% | −300−15.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,710 | $719.5K | 0.32% | −9−0.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,712 | $720.3K | 0.21% | +3+0.2% | Added |
| Delta Wealth Advisors LLC | 1,712 | $720.4K | 0.74% | +1,712 | New |
| PFS Partners, LLC | 1,713 | $720.5K | 0.49% | −34−1.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,719 | $723.0K | 0.57% | +2+0.1% | Added |
| Arkansas Financial Group, Inc. | 1,719 | $723.2K | 0.13% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,720 | $723.9K | 0.60% | +183+11.9% | Added |
| Boston Standard Wealth Management, LLC | 1,720 | $724.0K | 0.16% | −176−9.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 1,744 | $734.0K | 0.83% | −4,125−70.3% | Reduced |
| Arcadia Wealth Management, LLC | 1,746 | $734.4K | 0.45% | +272+18.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,748 | $735.4K | 0.07% | +617+54.6% | Added |
| Blankinship & Foster, LLC | 1,749 | $736.0K | 0.19% | −183−9.5% | Reduced |
| Family Investment Center, Inc. | 1,756 | $738.7K | 0.24% | +124+7.6% | Added |
| Bryant Woods Investment Advisors, LLC | 1,760 | $740.9K | 0.44% | +77+4.6% | Added |
| Compass Financial Group, Inc. | 1,764 | $742.1K | 0.40% | +901+104.4% | Added |
| ETF Store, Inc. | 1,785 | $750.8K | 0.43% | +82+4.8% | Added |
| ETF Portfolio Partners, Inc. | 1,789 | $752.7K | 0.24% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,794 | $754.8K | 0.62% | −91−4.8% | Reduced |
| Gordian Advisors LLC | 1,797 | $756.2K | 0.70% | −2−0.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,800 | $757.0K | 0.47% | −28−1.5% | Reduced |
| HC Advisors, LLC | 1,802 | $758.1K | 0.36% | −3−0.2% | Reduced |
| Surience Private Wealth LLC | 1,804 | $759.0K | 0.72% | −1,242−40.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,807 | $760.0K | 1.90% | −355−16.4% | Reduced |
| Financial Symmetry Inc | 1,807 | $760.2K | 0.67% | +97+5.7% | Added |
| McCarthy & Cox | 1,811 | $762.1K | 0.29% | +1,811 | New |
| Atlas Financial Advisors, Inc. | 1,831 | $770.3K | 1.20% | +490+36.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,835 | $772.0K | 7.02% | −24,913−93.1% | Reduced |
| IAG Wealth Partners, LLC | 1,837 | $772.7K | 0.17% | +19+1.0% | Added |
| Kaye Capital Management | 1,843 | $775.2K | 0.34% | −36−1.9% | Reduced |
| Kingdom Financial Group LLC. | 1,841 | $775.4K | 0.55% | −1,922−51.1% | Reduced |
| Fairman Group, LLC | 1,844 | $775.7K | 0.73% | −288−13.5% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $776.2K | 0.67% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,845 | $776.4K | 0.26% | −118−6.0% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,849 | $777.9K | 0.58% | −216−10.5% | Reduced |
| Harbor Group, Inc. | 1,854 | $779.8K | 0.21% | +160+9.4% | Added |
| Martin Investment Management, LLC | 1,857 | $781.3K | 0.19% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 1,868 | $786.0K | 0.65% | −56−2.9% | Reduced |
| Poplar Forest Capital LLC | 1,869 | $786.3K | 0.11% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,881 | $791.4K | 0.79% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,888 | $794.3K | 0.33% | −446−19.1% | Reduced |
| Plotkin Financial Advisors, LLC | 1,890 | $795.2K | 0.53% | −21−1.1% | Reduced |
| Spectrum Investment Advisors, Inc. | 1,893 | $796.6K | 0.59% | +60+3.3% | Added |
| Virtus ETF Advisers LLC | 1,897 | $798.1K | 0.42% | +123+6.9% | Added |
| Exane Asset Management | 1,900 | $799.4K | 0.62% | +1,900 | New |
| Kahn Brothers Group Inc | 1,902 | $800.7K | 0.12% | +1,902 | New |
| Ruedi Wealth Management, Inc. | 1,907 | $802.3K | 0.34% | +56+3.0% | Added |
| Cypress Financial Planning LLC | 1,907 | $802.3K | 0.37% | +1,907 | New |
| Melfa Wealth Management, LLC | 1,909 | $803.1K | 0.58% | +1,909 | New |
| Magnolia Wealth Management, LLC | 1,904 | $804.7K | 0.33% | +841+79.1% | Added |
| Chico Wealth RIA | 1,913 | $804.9K | 0.76% | +461+31.7% | Added |
| Arista Wealth Management, LLC | 1,916 | $806.3K | 0.62% | −1,831−48.9% | Reduced |
| Richard P Slaughter Associates Inc | 1,923 | $809.0K | 0.20% | −519−21.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,924 | $809.3K | 0.18% | +20+1.1% | Added |
| Discovery Value Fund | 1,940 | $816.2K | 0.28% | 00.0% | Unchanged |
| Activest Wealth Management | 1,942 | $816.8K | 0.39% | +198+11.4% | Added |
| Alpha Financial Partners, LLC | 1,944 | $817.8K | 0.74% | +31+1.6% | Added |
| Donald L. Hagan, LLC | 1,944 | $818.1K | 0.43% | +43+2.3% | Added |
| Mango Five Family, Inc. | 1,950 | $820.4K | 0.27% | −30−1.5% | Reduced |
| Coco Enterprises, LLC | 1,948 | $822.3K | 0.56% | −35−1.8% | Reduced |
| Provident Wealth Management, LLC | 1,955 | $822.5K | 0.31% | +111+6.0% | Added |
| Sequent Asset Management, LLC | 1,958 | $824.0K | 0.44% | −241−11.0% | Reduced |
| Dupree Financial Group, LLC | 1,959 | $824.2K | 0.37% | +84+4.5% | Added |
| Treynor Bancshares, Inc. | 1,965 | $826.7K | 0.48% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 1,967 | $827.5K | 0.57% | +1,967 | New |
| All Season Financial Advisors, Inc. | 1,975 | $830.8K | 0.69% | +34+1.8% | Added |
| Demars Financial Group, LLC | 1,982 | $833.8K | 0.41% | −129−6.1% | Reduced |
| Orin Green Financial, LLC | – | $835.1K | 0.39% | – | – |
| Eaton-Cambridge Inc. | 1,989 | $836.8K | 0.45% | −24−1.2% | Reduced |
| Sterling Manor Financial, LLC | 1,990 | $837.2K | 0.63% | +152+8.3% | Added |
| Marshall Financial Group Inc | 1,992 | $838.1K | 0.28% | +225+12.7% | Added |
| Motiv8 Investments LLC | 1,992 | $838.1K | 0.65% | +345+20.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,005 | $843.5K | 0.31% | −8,174−80.3% | Reduced |
| DBK Financial Counsel, LLC | 2,006 | $844.1K | 0.89% | +12+0.6% | Added |
| Partners in Financial Planning | 2,013 | $847.0K | 0.19% | +400+24.8% | Added |
| BancFirst Trust & Investment Management | 2,013 | $847.2K | 0.40% | −153−7.1% | Reduced |
| Burrus Financial Services, Inc. | 2,016 | $848.0K | 0.43% | +10.0% | Added |
| Wheelhouse Advisory Group LLC | 2,018 | $849.2K | 0.65% | +522+34.9% | Added |
| Carmel Capital Partners, LLC | 2,019 | $849.6K | 0.35% | −219−9.8% | Reduced |
| Wealth Forward, LLC | 2,027 | $852.8K | 0.67% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,027 | $852.9K | 0.86% | +106+5.5% | Added |
| Hunter Perkins Capital Management, LLC | 2,040 | $858.0K | 0.18% | +2,040 | New |
| St. Louis Trust Co | 2,040 | $858.3K | 0.13% | −35−1.7% | Reduced |
| Hoya Capital Real Estate, LLC | 2,044 | $860.0K | 17.00% | 00.0% | Unchanged |
| One Degree Advisors Inc | 2,051 | $863.0K | 0.43% | 00.0% | Unchanged |