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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 2,885 | $1.21M | 0.20% | −5,528−65.7% | Reduced |
| American Planning Services, Inc. | 2,885 | $1.21M | 0.88% | +10.0% | Added |
| Voisard Asset Management Group, Inc. | 2,892 | $1.22M | 0.68% | +540+23.0% | Added |
| JBR Co Financial Management Inc | 2,898 | $1.22M | 0.97% | −10−0.3% | Reduced |
| Concorde Financial Corp | 2,900 | $1.22M | 1.11% | −13,844−82.7% | Reduced |
| Davis Investment Partners, LLC | 2,881 | $1.22M | 0.53% | −76−2.6% | Reduced |
| Future Financial Wealth Managment LLC | 2,907 | $1.22M | 0.94% | +103+3.7% | Added |
| Halter Ferguson Financial Inc. | 2,908 | $1.22M | 0.95% | −1,033−26.2% | Reduced |
| Morling Financial Advisors, LLC | 2,912 | $1.23M | 0.70% | +96+3.4% | Added |
| Avaii Wealth Management, LLC | 2,914 | $1.23M | 0.72% | −764−20.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,917 | $1.23M | 0.32% | −11,969−80.4% | Reduced |
| Continental Investors Services, Inc. | 2,895 | $1.23M | 2.91% | +64+2.3% | Added |
| Stephens Investment Management Group LLC | 2,922 | $1.23M | 0.02% | +317+12.2% | Added |
| Intelligence Driven Advisers, LLC | 2,936 | $1.24M | 0.18% | +18+0.6% | Added |
| Sightline Wealth Advisors, LLC | 2,936 | $1.24M | 0.81% | +13+0.4% | Added |
| LifePlan Investment Advisors, Inc. | 2,942 | $1.24M | 0.99% | +258+9.6% | Added |
| Brand Asset Management Group, Inc. | 2,948 | $1.24M | 0.53% | −300−9.2% | Reduced |
| Flower City Capital | 2,952 | $1.24M | 0.83% | −296−9.1% | Reduced |
| IVC Wealth Advisors LLC | 2,958 | $1.24M | 0.72% | −4−0.1% | Reduced |
| DDFG, Inc | 2,967 | $1.25M | 0.40% | +140+5.0% | Added |
| Passumpsic Savings Bank | 2,970 | $1.25M | 0.80% | +2,970 | New |
| Quest Partners LLC | 2,973 | $1.25M | 0.22% | +1,753+143.7% | Added |
| ACT Advisors, LLC. | 2,974 | $1.25M | 0.69% | +54+1.8% | Added |
| Capricorn Fund Managers Ltd | 2,986 | $1.26M | 0.76% | −210−6.6% | Reduced |
| Rezny Wealth Management, Inc. | 2,988 | $1.26M | 0.36% | +2,988 | New |
| Forthright Family Wealth Advisory LLC | 2,996 | $1.26M | 0.85% | +177+6.3% | Added |
| Winslow Asset Management Inc | 2,998 | $1.26M | 0.24% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 3,000 | $1.26M | 0.18% | −1,500−33.3% | Reduced |
| Financial Enhancement Group LLC | 2,997 | $1.26M | 0.21% | +83+2.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,009 | $1.27M | 0.83% | +214+7.7% | Added |
| Raffa Wealth Management, LLC | 3,010 | $1.27M | 0.38% | +786+35.3% | Added |
| Total Investment Management Inc | 3,013 | $1.27M | 0.16% | +443+17.2% | Added |
| MAS Advisors LLC | 3,013 | $1.27M | 1.46% | −18−0.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 3,015 | $1.27M | 0.83% | +125+4.3% | Added |
| Plum Street Advisors, LLC | 2,948 | $1.27M | 0.64% | +1,715+139.1% | Added |
| True Link Financial Advisors, LLC | 3,027 | $1.27M | 0.12% | +2,264+296.7% | Added |
| Tobias Financial Advisors, Inc. | 3,029 | $1.27M | 0.29% | +990+48.6% | Added |
| BHK Investment Advisors, LLC | 3,031 | $1.28M | 0.49% | +1,327+77.9% | Added |
| Gray Private Wealth, LLC | 3,038 | $1.28M | 0.84% | +3,038 | New |
| Elite Life Management LLC | 3,039 | $1.28M | 6.26% | +153+5.3% | Added |
| Acorns Advisers, LLC | 3,042 | $1.28M | 0.01% | +1,277+72.4% | Added |
| Precision Wealth Strategies, LLC | 3,050 | $1.28M | 1.21% | +95+3.2% | Added |
| Sprinkle Financial Consultants LLC | 3,050 | $1.28M | 1.10% | +56+1.9% | Added |
| Brogan Financial, Inc. | 3,055 | $1.29M | 0.85% | +305+11.1% | Added |
| Penobscot Wealth Management | 3,056 | $1.29M | 0.81% | −5,255−63.2% | Reduced |
| Trinity Wealth Management, LLC | 3,064 | $1.29M | 0.67% | −27−0.9% | Reduced |
| Aspire Wealth Management Corp | 3,079 | $1.30M | 0.78% | −16−0.5% | Reduced |
| Verus Financial Partners, Inc. | 3,081 | $1.30M | 0.15% | −36−1.2% | Reduced |
| Gibson Capital, LLC | 3,090 | $1.30M | 0.28% | +10+0.3% | Added |
| Arlington Capital Management, Inc. | 3,090 | $1.30M | 1.08% | −65−2.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,401 | $1.30M | 0.73% | +24+0.7% | Added |
| Lutz Financial Services LLC | 3,096 | $1.30M | 0.11% | +183+6.3% | Added |
| Birmingham Capital Management Co Inc | 3,102 | $1.31M | 0.48% | −99−3.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3,107 | $1.31M | 2.52% | +393+14.5% | Added |
| CMC Financial Group | 3,107 | $1.31M | 1.84% | −269−8.0% | Reduced |
| Marquette Asset Management, LLC | 3,113 | $1.31M | 0.23% | −104−3.2% | Reduced |
| Long Road Investment Counsel, LLC | 3,117 | $1.31M | 0.55% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 3,118 | $1.31M | 0.85% | −120−3.7% | Reduced |
| Epiq Partners, LLC | 3,124 | $1.31M | 0.87% | +1,116+55.6% | Added |
| Archvest Wealth Advisors, Inc. | 3,110 | $1.32M | 0.93% | +269+9.5% | Added |
| Harvest Investment Services, LLC | 3,142 | $1.32M | 0.53% | −108−3.3% | Reduced |
| Ironsides Asset Advisors, LLC | 3,156 | $1.33M | 0.45% | −440−12.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,169 | $1.33M | 0.02% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,173 | $1.33M | 0.77% | +37+1.2% | Added |
| Gimbal Financial | 3,188 | $1.34M | 1.10% | −532−14.3% | Reduced |
| McClarren Financial Advisors, Inc. | 3,190 | $1.34M | 0.96% | +5+0.2% | Added |
| LVZ Advisors, Inc. | 3,195 | $1.34M | 0.18% | +178+5.9% | Added |
| Awm Capital, LLC | 3,209 | $1.35M | 0.23% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3,157 | $1.35M | 0.84% | +18+0.6% | Added |
| CPA Asset Management LLC | 3,216 | $1.35M | 0.76% | +71+2.3% | Added |
| Moody Aldrich Partners LLC | 3,217 | $1.35M | 0.23% | −1,158−26.5% | Reduced |
| Cypress Point Wealth Management, LLC | 3,218 | $1.35M | 0.69% | +301+10.3% | Added |
| Christensen, King & Associates Investment Services, Inc. | 3,222 | $1.36M | 0.68% | −65−2.0% | Reduced |
| Global Wealth Strategies & Associates | 3,223 | $1.36M | 0.51% | +111+3.6% | Added |
| Deseret Mutual Benefit Administrators | 3,230 | $1.36M | 0.68% | −182−5.3% | Reduced |
| Kuhn & Co Investment Counsel | 3,238 | $1.36M | 1.28% | +10.0% | Added |
| Northeast Financial Group, Inc. | 3,239 | $1.36M | 0.60% | +125+4.0% | Added |
| Defined Wealth Management, LLC | 3,239 | $1.36M | 0.98% | 00.0% | Unchanged |
| Insight Folios Inc | 3,240 | $1.36M | 0.55% | +395+13.9% | Added |
| Cambridge Financial Group, LLC | 3,240 | $1.36M | 0.65% | −163−4.8% | Reduced |
| Capital Markets Trading UK LLP | 3,243 | $1.36M | 0.99% | +1,982+157.2% | Added |
| Market Street Wealth Management Advisors LLC | 3,245 | $1.37M | 0.24% | −27−0.8% | Reduced |
| Koa Wealth Management, LLC | 3,247 | $1.37M | 1.23% | +947+41.2% | Added |
| Sugar Maple Asset Management, LLC | 3,252 | $1.37M | 1.32% | +3,252 | New |
| Dougherty Wealth Advisers LLC | 3,252 | $1.37M | 1.21% | −951−22.6% | Reduced |
| Keener Financial Planning LLC | 3,263 | $1.37M | 0.94% | +196+6.4% | Added |
| Planning Directions Inc | 3,265 | $1.37M | 0.95% | +41+1.3% | Added |
| Rather & Kittrell, Inc. | 3,266 | $1.37M | 0.41% | +1,491+84.0% | Added |
| FMB Wealth Management | 3,275 | $1.38M | 1.10% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,277 | $1.38M | 0.47% | +225+7.4% | Added |
| Horizon Bancorp Inc | 3,282 | $1.38M | 0.66% | +100+3.1% | Added |
| Kelman-Lazarov, Inc. | 3,287 | $1.38M | 0.27% | +61+1.9% | Added |
| Peak Financial Management, Inc. | 3,295 | $1.39M | 0.44% | −514−13.5% | Reduced |
| Brightwater Advisory LLC | 3,299 | $1.39M | 1.11% | +311+10.4% | Added |
| Visionary Horizons, LLC | 3,302 | $1.39M | 1.08% | −192−5.5% | Reduced |
| Sterling Financial Planning, Inc. | 3,312 | $1.39M | 0.56% | −60−1.8% | Reduced |
| Smart Money Group LLC | 3,585 | $1.40M | 0.54% | +599+20.1% | Added |
| Gallacher Capital Management LLC | 3,328 | $1.40M | 0.71% | +238+7.7% | Added |
| Landmark Wealth Management, LLC | 3,338 | $1.40M | 0.65% | −108−3.1% | Reduced |
| Crane Advisory, LLC | 3,364 | $1.41M | 0.28% | +2,750+447.9% | Added |