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 |
|---|---|---|---|---|---|
| TNF LLC | 2,112 | $863.9K | 0.34% | +32+1.5% | Added |
| ESL Trust Services, LLC | 2,056 | $865.0K | 0.23% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 2,058 | $865.8K | 0.21% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 2,061 | $867.3K | 0.56% | +85+4.3% | Added |
| Seven Post Investment Office LP | 2,062 | $867.5K | 0.21% | −1,106−34.9% | Reduced |
| Kendall Capital Management | 2,066 | $869.2K | 0.30% | 00.0% | Unchanged |
| Etfidea, LLC | 2,066 | $869.2K | 0.30% | +60+3.0% | Added |
| Cresta Advisors, Ltd. | 2,070 | $870.9K | 0.55% | −896−30.2% | Reduced |
| Ardent Capital Management, Inc. | 2,073 | $872.2K | 0.44% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 2,075 | $873.0K | 0.22% | 00.0% | Unchanged |
| Meridian Management Co | 2,085 | $877.4K | 0.24% | +6+0.3% | Added |
| Pachira Investments Inc. | 2,086 | $877.5K | 0.72% | −85−3.9% | Reduced |
| Darrow Company, Inc. | 2,097 | $882.3K | 0.58% | −451−17.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,105 | $885.6K | 0.00% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,106 | $885.9K | 0.82% | −389−15.6% | Reduced |
| Long Island Wealth Management, Inc. | 2,108 | $887.0K | 0.63% | +101+5.0% | Added |
| Weil Company, Inc. | 2,109 | $887.5K | 0.35% | +981+87.0% | Added |
| Brio Consultants, LLC | 2,111 | $888.3K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Services | 2,120 | $891.8K | 0.39% | −79−3.6% | Reduced |
| Mendota Financial Group, LLC | 2,123 | $893.3K | 0.52% | −466−18.0% | Reduced |
| ForthRight Wealth Management, LLC | 2,129 | $895.8K | 0.32% | −75−3.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,134 | $897.8K | 0.06% | −48−2.2% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,137 | $899.2K | 1.11% | −138−6.1% | Reduced |
| MBE Wealth Management, LLC | 2,142 | $901.2K | 0.56% | +496+30.1% | Added |
| Jentner Corp | 2,147 | $903.4K | 0.32% | +30+1.4% | Added |
| EPIQ Capital Group, LLC | 2,150 | $904.4K | 0.36% | +2,150 | New |
| Priebe Wealth Holdings LLC | 2,155 | $906.5K | 0.71% | −33−1.5% | Reduced |
| Tilson Financial Group, Inc. | 2,159 | $909.0K | 0.49% | −25−1.1% | Reduced |
| RFG Holdings, Inc. | 2,160 | $909.4K | 0.38% | +662+44.2% | Added |
| Intergy Private Wealth, LLC | 2,163 | $910.2K | 0.37% | +34+1.6% | Added |
| Annapolis Financial Services, LLC | 2,169 | $912.4K | 0.30% | −1,584−42.2% | Reduced |
| Gouws Capital LLC | 2,179 | $916.7K | 0.69% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,183 | $918.4K | 0.37% | −146−6.3% | Reduced |
| International Private Wealth Advisors LLC | 2,192 | $922.2K | 1.78% | −1,352−38.1% | Reduced |
| Sage Financial Management Group, Inc. | 2,194 | $923.0K | 0.44% | 00.0% | Unchanged |
| Axq Capital, LP | 2,200 | $925.6K | 0.22% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,200 | $925.6K | 0.16% | +40+1.9% | Added |
| Auour Investments LLC | 2,202 | $926.4K | 0.34% | −2−0.1% | Reduced |
| Horrell Capital Management, Inc. | 2,211 | $930.0K | 0.26% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,212 | $930.6K | 0.59% | −79−3.4% | Reduced |
| Aufman Associates Inc | 2,214 | $931.3K | 0.66% | −113−4.9% | Reduced |
| O'Connor Financial Group LLC | 2,214 | $931.5K | 0.56% | +29+1.3% | Added |
| Horizon Family Wealth, Inc. | 2,214 | $931.7K | 0.72% | +3+0.1% | Added |
| Geometric Wealth Advisors | 2,216 | $932.3K | 0.22% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,227 | $936.9K | 0.15% | −67−2.9% | Reduced |
| Chiron Capital Management, LLC | 2,231 | $938.6K | 0.85% | −402−15.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,232 | $939.1K | 0.60% | +30+1.4% | Added |
| Whitcomb & Hess, Inc. | 2,239 | $941.9K | 0.30% | −247−9.9% | Reduced |
| 25 LLC | 2,246 | $944.7K | 0.46% | +38+1.7% | Added |
| Joseph P. Lucia & Associates, LLC | 2,248 | $945.6K | 0.51% | +145+6.9% | Added |
| Bennett Associates Wealth Management | 2,249 | $946.2K | 0.85% | +914+68.5% | Added |
| Arnhold LLC | 2,250 | $946.6K | 0.10% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 2,251 | $947.0K | 0.27% | −462−17.0% | Reduced |
| RiverGlades Family Offices LLC | 2,300 | $948.3K | 0.76% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 2,260 | $950.8K | 0.27% | −62−2.7% | Reduced |
| Mizuho Securities Co. Ltd. | 2,260 | $950.8K | 5.23% | +1,380+156.8% | Added |
| Baron Financial Group, LLC | 2,262 | $951.8K | 0.59% | −45−2.0% | Reduced |
| HTG Investment Advisors, Inc. | 2,264 | $952.6K | 0.55% | −123−5.2% | Reduced |
| Bear Mountain Capital, Inc. | 2,313 | $952.7K | 0.41% | −294−11.3% | Reduced |
| Maven Securities LTD | 2,265 | $952.9K | 0.06% | +2,265 | New |
| Tybourne Capital Management (HK) Ltd | 2,265 | $952.9K | 0.16% | −139,423−98.4% | Reduced |
| Arbor Wealth Advisors LLC | 2,265 | $952.9K | 0.90% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,269 | $954.8K | 0.57% | −100−4.2% | Reduced |
| Conservest Capital Advisors, Inc. | 2,280 | $959.3K | 0.10% | +36+1.6% | Added |
| Great Oak Capital Partners, LLC | 2,288 | $962.5K | 0.43% | +2+0.1% | Added |
| Echo Wealth Management, LLC | 2,288 | $962.6K | 0.80% | +2,288 | New |
| Xcel Wealth Management, LLC | 2,288 | $962.7K | 0.30% | +259+12.8% | Added |
| Client 1st Advisory Group, LLC | 2,290 | $963.6K | 0.43% | +260+12.8% | Added |
| TAP Consulting, LLC | 2,295 | $965.5K | 0.21% | +50+2.2% | Added |
| Fort, L.P. | 2,296 | $966.0K | 2.42% | −328−12.5% | Reduced |
| Trellis Wealth Advisors LLC | 2,318 | $975.2K | 0.55% | −13,673−85.5% | Reduced |
| MQS Management LLC | 2,320 | $976.1K | 0.56% | +579+33.3% | Added |
| Ridgepath Capital Management LLC | 2,326 | $978.4K | 1.10% | +1,393+149.3% | Added |
| Altus Wealth Management, LLC | 2,327 | $978.9K | 0.52% | +451+24.0% | Added |
| Noble Family Wealth, LLC | 2,331 | $980.7K | 0.28% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,334 | $982.0K | 1.52% | +2,334 | New |
| Mosaic Advisors LLC | 2,338 | $983.8K | 0.80% | −176−7.0% | Reduced |
| Cedar Point Capital Partners, LLC | 2,340 | $984.5K | 0.75% | −15−0.6% | Reduced |
| Ballew Advisors, Inc | 2,328 | $985.3K | 0.68% | +60+2.6% | Added |
| Balanced Wealth Group LLC | 2,390 | $985.5K | 0.44% | −60−2.4% | Reduced |
| Brickley Wealth Management | 2,343 | $985.7K | 0.23% | −387−14.2% | Reduced |
| Keating Investment Counselors Inc | 2,345 | $986.6K | 0.32% | −1,150−32.9% | Reduced |
| Coyle Financial Counsel LLC | 2,356 | $991.2K | 0.35% | +73+3.2% | Added |
| Oldfather Financial Services, LLC | 2,356 | $991.4K | 0.41% | −70−2.9% | Reduced |
| Sound Stewardship, LLC | 2,357 | $991.7K | 0.60% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 2,367 | $996.0K | 0.50% | −79−3.2% | Reduced |
| Able Wealth Management LLC | 2,368 | $996.4K | 0.87% | +77+3.4% | Added |
| Vantage Financial Partners, LLC | 2,370 | $997.0K | 0.27% | +481+25.5% | Added |
| Algebris (UK) Ltd | 2,561 | $998.6K | 0.44% | +903+54.5% | Added |
| ShoreHaven Wealth Partners, LLC | 2,376 | $999.7K | 0.55% | −128−5.1% | Reduced |
| Sageworth Trust Co | 2,378 | $1.00M | 0.06% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,379 | $1.00M | 0.20% | +418+21.3% | Added |
| Centiva Capital, LP | 2,396 | $1.01M | 0.06% | −19,489−89.1% | Reduced |
| Botty Investors LLC | 2,396 | $1.01M | 0.42% | +2+0.1% | Added |
| Windsor Advisory Group, LLC | 2,397 | $1.01M | 2.84% | +67+2.9% | Added |
| Letson Investment Management, Inc. | 2,409 | $1.01M | 0.43% | +400+19.9% | Added |
| Impact Partnership Wealth, LLC | 2,416 | $1.02M | 0.40% | +147+6.5% | Added |
| Inspire Advisors, LLC | 2,424 | $1.02M | 0.14% | −543−18.3% | Reduced |
| AM Squared Ltd | 2,433 | $1.02M | 2.51% | +2,433 | New |
| Seven Springs Wealth Group, LLC | 2,434 | $1.02M | 0.39% | +4+0.2% | Added |