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 |
|---|---|---|---|---|---|
| Petix & Botte Co | 2,434 | $1.02M | 0.25% | −2,434−50.0% | Reduced |
| Wealth Group Ltd | 2,475 | $1.03M | 0.32% | −239−8.8% | Reduced |
| Martel Wealth Advisors Inc | 2,440 | $1.03M | 0.22% | −5−0.2% | Reduced |
| Stage Harbor Financial, LLC | 2,440 | $1.03M | 0.93% | +10+0.4% | Added |
| Fortis Advisors, LLC | 2,446 | $1.03M | 0.69% | +1,013+70.7% | Added |
| Covey Capital Advisors, LLC | 2,450 | $1.03M | 1.24% | 00.0% | Unchanged |
| Williams & Novak, LLC | 2,743 | $1.03M | 1.17% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2,455 | $1.03M | 0.70% | +227+10.2% | Added |
| Omega Financial Group, LLC | 2,456 | $1.03M | 0.42% | +10.0% | Added |
| Hoge Financial Services, LLC | 2,457 | $1.03M | 0.84% | +374+18.0% | Added |
| Wealthcare Capital Management LLC | 2,459 | $1.03M | 0.11% | −21−0.8% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,459 | $1.03M | 0.62% | +476+24.0% | Added |
| Rosenbaum Jay D. | 2,467 | $1.04M | 5.90% | −5,601−69.4% | Reduced |
| CGC Financial Services, LLC | 2,468 | $1.04M | 0.54% | +53+2.2% | Added |
| KilterHowling LLC | 2,470 | $1.04M | 0.73% | +286+13.1% | Added |
| TKG Advisors, LLC | 2,474 | $1.04M | 0.58% | +511+26.0% | Added |
| Signature Resources Capital Management, LLC | 2,770 | $1.04M | 0.98% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,492 | $1.05M | 0.99% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 2,492 | $1.05M | 0.84% | +153+6.5% | Added |
| Artal Group S.A. | 2,500 | $1.05M | 0.03% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,552 | $1.05M | 0.50% | −13−0.5% | Reduced |
| Signify Wealth | 2,509 | $1.06M | 1.75% | +294+13.3% | Added |
| Cornerstone Planning Group LLC | 2,598 | $1.06M | 0.33% | −216−7.7% | Reduced |
| Dopkins Wealth Management, LLC | 2,516 | $1.06M | 0.64% | +201+8.7% | Added |
| Meredith Wealth Planning | 2,529 | $1.06M | 0.59% | +15+0.6% | Added |
| Yoder Wealth Management, Inc. | 2,536 | $1.07M | 0.70% | −146−5.4% | Reduced |
| Carmel Capital Management L.L.C. | 2,539 | $1.07M | 0.44% | −5−0.2% | Reduced |
| Boulder Wealth Advisors, LLC | 2,544 | $1.07M | 0.66% | +2,544 | New |
| Better Money Decisions, LLC | 2,547 | $1.07M | 0.85% | +101+4.1% | Added |
| Narus Financial Partners, LLC | 2,550 | $1.07M | 0.46% | −99−3.7% | Reduced |
| Graham Capital Wealth Management, LLC | 2,552 | $1.07M | 1.83% | −18−0.7% | Reduced |
| Virtus Fund Advisers, LLC | 2,552 | $1.07M | 3.79% | +2,552 | New |
| Sensible Money, LLC | 2,554 | $1.07M | 0.58% | +117+4.8% | Added |
| Instrumental Wealth, LLC | 2,499 | $1.08M | 0.47% | +135+5.7% | Added |
| Caerus Investment Advisors, LLC | 2,564 | $1.08M | 1.04% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 2,566 | $1.08M | 0.80% | −83,962−97.0% | Reduced |
| America First Investment Advisors, LLC | 2,569 | $1.08M | 0.26% | +10.0% | Added |
| Stuart Chaussee & Associates, Inc. | 2,574 | $1.08M | 0.31% | +500+24.1% | Added |
| Objectivity Squared, LLC | 2,570 | $1.09M | 0.96% | +72+2.9% | Added |
| Hanseatic Management Services Inc | 2,587 | $1.09M | 1.65% | +47+1.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,592 | $1.09M | 0.27% | +4+0.2% | Added |
| Defender Capital, LLC. | 2,593 | $1.09M | 0.37% | −989−27.6% | Reduced |
| Waterford Advisors, LLC | 2,597 | $1.09M | 0.46% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2,601 | $1.09M | 0.14% | +1,540+145.1% | Added |
| Arvest Investments, Inc. | 2,602 | $1.09M | 0.17% | −76−2.8% | Reduced |
| Arrowroot Family Office, LLC | 2,610 | $1.10M | 0.70% | +5+0.2% | Added |
| Dakota Community Bank & Trust NA | 2,611 | $1.10M | 5.94% | −250−8.7% | Reduced |
| VitalStone Financial, LLC | 2,612 | $1.10M | 0.84% | +721+38.1% | Added |
| Vista Private Wealth Partners. LLC | 2,625 | $1.10M | 0.43% | −13−0.5% | Reduced |
| McMahon Financial Advisors, LLC | 2,628 | $1.11M | 0.29% | −6−0.2% | Reduced |
| Anthracite Investment Company, Inc. | 2,636 | $1.11M | 0.56% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,636 | $1.11M | 0.48% | +17+0.6% | Added |
| Fortune 45 LLC | 2,639 | $1.11M | 0.91% | +26+1.0% | Added |
| Wallace Capital Management Inc. | 2,642 | $1.11M | 0.15% | −20−0.8% | Reduced |
| Silverberg Bernstein Capital Management LLC | 2,642 | $1.11M | 1.09% | 00.0% | Unchanged |
| Capula Management Ltd | 2,644 | $1.11M | 0.04% | +2,644 | New |
| Morris Financial Concepts, Inc. | 2,646 | $1.11M | 0.57% | −17−0.6% | Reduced |
| DORVAL Corp | 2,696 | $1.12M | 0.52% | −9−0.3% | Reduced |
| Presidio Capital Management, LLC | 2,651 | $1.12M | 0.81% | +22+0.8% | Added |
| TruNorth Capital Management, LLC | 2,651 | $1.12M | 0.38% | +2,651 | New |
| Austin Wealth Management, LLC | 2,595 | $1.12M | 0.28% | +545+26.6% | Added |
| Financial Planning & Information Services, Inc. | 2,659 | $1.12M | 0.17% | −114−4.1% | Reduced |
| NavPoint Financial, Inc. | 2,662 | $1.12M | 0.97% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,663 | $1.12M | 0.36% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,665 | $1.12M | 0.19% | −360−11.9% | Reduced |
| Tower Wealth Partners, Inc. | 2,680 | $1.13M | 0.73% | −24−0.9% | Reduced |
| Axim Planning & Wealth | 2,686 | $1.13M | 0.92% | −83−3.0% | Reduced |
| Sage Advisors, LLC | 2,692 | $1.13M | 1.01% | +2,011+295.3% | Added |
| Oberweis Asset Management Inc | 2,725 | $1.15M | 0.08% | −10−0.4% | Reduced |
| Opus Capital Group, LLC | 2,725 | $1.15M | 0.17% | +211+8.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,730 | $1.15M | 1.32% | +2+0.1% | Added |
| Brown Wealth Management, LLC | 2,732 | $1.15M | 0.48% | +1,046+62.0% | Added |
| ODonnell Financial Services, LLC | 2,740 | $1.15M | 0.53% | +60+2.2% | Added |
| Tandem Wealth Advisors LLC | 2,743 | $1.15M | 0.63% | +12+0.4% | Added |
| Lowe Wealth Advisors, LLC | 2,749 | $1.16M | 0.54% | +70+2.6% | Added |
| Grand Wealth Management, LLC | 2,750 | $1.16M | 0.55% | −677−19.8% | Reduced |
| My Purposeful Wealth Corp. | 2,751 | $1.16M | 0.69% | +1,075+64.1% | Added |
| H&H Retirement Design & Management INC | 2,890 | $1.16M | 0.77% | +2,890 | New |
| RHS Financial, LLC | 2,756 | $1.16M | 0.68% | −1,828−39.9% | Reduced |
| Level Financial Advisors, Inc. | 2,766 | $1.16M | 0.53% | −265−8.7% | Reduced |
| Warner Financial, Inc | 2,767 | $1.16M | 0.58% | −50−1.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,768 | $1.16M | 0.57% | −218−7.3% | Reduced |
| Capital Square, LLC | 2,770 | $1.17M | 0.82% | +121+4.6% | Added |
| Wealthstar Advisors, LLC | 2,790 | $1.17M | 0.41% | +17+0.6% | Added |
| Camarda Financial Advisors, LLC | 2,797 | $1.18M | 0.48% | −878−23.9% | Reduced |
| Stegent Equity Advisors, Inc. | 2,812 | $1.18M | 1.20% | +835+42.2% | Added |
| Fortitude Family Office, LLC | 2,814 | $1.18M | 0.80% | +127+4.7% | Added |
| Tranquilli Financial Advisor LLC | 2,814 | $1.18M | 0.79% | −137−4.6% | Reduced |
| Custom Portfolio Group LLC | 2,838 | $1.19M | 0.98% | +23+0.8% | Added |
| Richwood Investment Advisors, LLC | 2,819 | $1.19M | 1.05% | −100−3.4% | Reduced |
| WorthPointe, LLC | 2,826 | $1.19M | 0.60% | −55−1.9% | Reduced |
| POM Investment Strategies, LLC | 2,838 | $1.19M | 0.98% | −79−2.7% | Reduced |
| Foundry Partners, LLC | 2,840 | $1.19M | 0.06% | +270+10.5% | Added |
| Cramer Rosenthal McGlynn LLC | 2,855 | $1.20M | 0.07% | −7−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 2,859 | $1.20M | 0.02% | −240−7.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,862 | $1.20M | 0.59% | +189+7.1% | Added |
| Main Line Retirement Advisors, LLC | 2,873 | $1.21M | 0.95% | +390+15.7% | Added |
| Bernardo Wealth Planning LLC | 2,874 | $1.21M | 0.34% | +359+14.3% | Added |
| McNaughton Wealth Management, LLC | 2,882 | $1.21M | 0.67% | −10.0% | Reduced |
| Planning Capital Management Corp | 2,883 | $1.21M | 0.89% | −363−11.2% | Reduced |