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
- 5,241
- +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
- 2,240 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Henrickson Nauta Wealth Advisors, Inc. | 3,324 | $1.41M | 0.62% | +62+1.9% | Added |
| Clarus Wealth Advisors | 3,326 | $1.41M | 0.80% | −72−2.1% | Reduced |
| Schwartz Investment Counsel Inc | 3,350 | $1.41M | 0.05% | 00.0% | Unchanged |
| Hiley Hunt Wealth Management | 3,351 | $1.41M | 0.92% | +72+2.2% | Added |
| Shelton Wealth Management, LLC | 3,352 | $1.41M | 0.89% | +19+0.6% | Added |
| Yeomans Consulting Group, Inc. | 3,360 | $1.41M | 0.62% | −94−2.7% | Reduced |
| Curran Financial Partners, LLC | 3,364 | $1.42M | 0.49% | −72−2.1% | Reduced |
| HFG Advisors, Inc. | 3,365 | $1.42M | 1.26% | −816−19.5% | Reduced |
| Range Financial Group LLC | 3,371 | $1.42M | 0.74% | +257+8.3% | Added |
| Dean Investment Associates, LLC | 3,373 | $1.42M | 0.20% | −338−9.1% | Reduced |
| FinDec Wealth Services, Inc. | 3,389 | $1.43M | 0.90% | +237+7.5% | Added |
| Diker Management LLC | 3,392 | $1.43M | 1.16% | 00.0% | Unchanged |
| Mosley Wealth Management | 3,392 | $1.43M | 1.34% | −130−3.7% | Reduced |
| SWS Partners | 3,398 | $1.43M | 0.43% | +1,137+50.3% | Added |
| Armbruster Capital Management, Inc. | 3,417 | $1.44M | 0.31% | −29−0.8% | Reduced |
| Muirfield Wealth Advisors LLC | 3,422 | $1.44M | 1.39% | −33−1.0% | Reduced |
| Sage Investment Advisers LLC | 3,424 | $1.44M | 1.65% | −347−9.2% | Reduced |
| Hyperion Partners, LLC | 3,426 | $1.44M | 1.06% | +525+18.1% | Added |
| Rebalance, LLC | 3,427 | $1.44M | 0.12% | −88−2.5% | Reduced |
| Matrix Private Capital Group LLC | 3,432 | $1.44M | 0.98% | −307−8.2% | Reduced |
| APCM Wealth Management for Individuals | 3,438 | $1.45M | 0.22% | −251−6.8% | Reduced |
| Columbus Macro, LLC | 3,442 | $1.45M | 0.55% | −274−7.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,398 | $1.45M | 0.41% | +294+9.5% | Added |
| Tudor Investment Corp Et Al | 3,443 | $1.45M | 0.02% | −80,909−95.9% | Reduced |
| Heck Capital Advisors, LLC | 3,444 | $1.45M | 0.22% | +40+1.2% | Added |
| Wiser Advisor Group LLC | 3,444 | $1.45M | 2.27% | +184+5.6% | Added |
| Wade Financial Advisory, Inc | 3,455 | $1.45M | 0.53% | 00.0% | Unchanged |
| Asset Planning Corporation | 3,455 | $1.45M | 1.06% | +41+1.2% | Added |
| Act Wealth Management, LLC | 3,458 | $1.45M | 0.73% | −114−3.2% | Reduced |
| Drake & Associates, LLC | 3,458 | $1.45M | 0.53% | −93−2.6% | Reduced |
| Basepoint Wealth LLC | 3,461 | $1.46M | 1.10% | +144+4.3% | Added |
| Saiph Capital, LLC | 3,476 | $1.46M | 0.68% | +325+10.3% | Added |
| Kooman & Associates | 3,479 | $1.46M | 0.61% | +24+0.7% | Added |
| Creative Capital Management Investments LLC | 3,479 | $1.46M | 0.76% | −24−0.7% | Reduced |
| Financial Advisory Corp | 3,482 | $1.47M | 0.60% | +1,116+47.2% | Added |
| Panoramic Investment Advisors, LLC | 3,490 | $1.47M | 1.08% | −172−4.7% | Reduced |
| Avion Wealth | 3,490 | $1.47M | 0.39% | −33−0.9% | Reduced |
| Insight 2811, Inc. | 3,494 | $1.47M | 0.76% | −187−5.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,494 | $1.47M | 0.55% | +294+9.2% | Added |
| Ackerman Capital Advisors, LLC | 3,495 | $1.47M | 0.41% | −7−0.2% | Reduced |
| Gruss & Co., LLC | 3,500 | $1.47M | 8.13% | −1,500−30.0% | Reduced |
| Stordahl Capital Management, Inc. | 3,502 | $1.47M | 0.37% | −150−4.1% | Reduced |
| Ategra Capital Management, LLC | 3,505 | $1.47M | 0.68% | −2,845−44.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 2,940 | $1.48M | 1.18% | −573−16.3% | Reduced |
| WPWealth LLP | 3,516 | $1.48M | 0.38% | +228+6.9% | Added |
| Howard Wealth Management, LLC | 3,518 | $1.48M | 1.20% | +528+17.7% | Added |
| Armor Investment Advisors, LLC | 3,522 | $1.48M | 0.71% | +1,984+129.0% | Added |
| Mainstay Capital Management LLC | 3,536 | $1.49M | 0.28% | −1,475−29.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3,538 | $1.49M | 0.10% | +325+10.1% | Added |
| Smith & Howard Wealth Management, LLC | 3,540 | $1.49M | 0.46% | −328−8.5% | Reduced |
| EMC Capital Management | 3,537 | $1.49M | 0.89% | −3−0.1% | Reduced |
| Maripau Wealth Management LLC | 3,544 | $1.49M | 1.12% | +554+18.5% | Added |
| Presilium Private Wealth, LLC | 3,547 | $1.49M | 0.40% | −4,560−56.2% | Reduced |
| May Barnhard Investments LLC | 3,549 | $1.49M | 0.75% | +260+7.9% | Added |
| Vance Wealth, Inc. | 3,550 | $1.49M | 0.59% | +252+7.6% | Added |
| Keywise Capital Management (HK) Ltd | 3,550 | $1.49M | 0.20% | −1,000−22.0% | Reduced |
| Guardian Financial Partners, LLC | 3,560 | $1.50M | 1.03% | −12−0.3% | Reduced |
| FMFE Wealth Management, LLC | 3,565 | $1.50M | 1.38% | −35−1.0% | Reduced |
| Trinity Financial Advisors LLC | 3,566 | $1.50M | 0.68% | −124−3.4% | Reduced |
| Seascape Capital Management | 3,574 | $1.50M | 0.56% | +11+0.3% | Added |
| Castlekeep Investment Advisors LLC | 3,577 | $1.50M | 1.08% | −372−9.4% | Reduced |
| BEAM Asset Management, LLC | 3,578 | $1.51M | 0.90% | −202−5.3% | Reduced |
| Holland Advisory Services, Inc. | 3,579 | $1.51M | 1.65% | +31+0.9% | Added |
| Acas, LLC | 3,581 | $1.51M | 1.46% | +658+22.5% | Added |
| Earnest Partners LLC | 3,585 | $1.51M | 0.01% | +103+3.0% | Added |
| Family Firm, Inc. | 3,586 | $1.51M | 0.37% | +8+0.2% | Added |
| Parker Financial LLC | 3,587 | $1.51M | 0.86% | −8−0.2% | Reduced |
| R. W. Roge & Company, Inc. | 3,591 | $1.51M | 0.91% | +68+1.9% | Added |
| Robinson Smith Wealth Advisors LLC | 3,595 | $1.51M | 1.45% | −1,353−27.3% | Reduced |
| Eschler Asset Management LLP | 3,609 | $1.52M | 0.98% | +3,609 | New |
| Private Wealth Management Group, LLC | 3,611 | $1.52M | 0.69% | +239+7.1% | Added |
| Strategic Financial Partners, Ltd. | 3,616 | $1.52M | 0.84% | +49+1.4% | Added |
| Tenon Financial LLC | 3,617 | $1.52M | 1.28% | +3,617 | New |
| Napatree Capital LLC | 3,911 | $1.52M | 1.47% | +8+0.2% | Added |
| Redwood Financial Network Corp | 3,628 | $1.53M | 1.33% | +3+0.1% | Added |
| Silver Coast Investments LLC | 3,635 | $1.53M | 0.62% | −42−1.1% | Reduced |
| Frazier Financial Advisors, LLC | 3,638 | $1.53M | 1.26% | −103−2.8% | Reduced |
| FSC Wealth Advisors, LLC | 3,640 | $1.53M | 1.08% | −41−1.1% | Reduced |
| Colorado Capital Management, Inc. | 3,641 | $1.53M | 0.89% | +323+9.7% | Added |
| Element Wealth, LLC | 3,650 | $1.54M | 0.90% | +803+28.2% | Added |
| SilverOak Wealth Management LLC | 3,653 | $1.54M | 0.38% | +180+5.2% | Added |
| AJ Advisors, LLC | 3,654 | $1.54M | 0.85% | +245+7.2% | Added |
| Seneca Financial Advisors LLC | 3,656 | $1.54M | 0.82% | −34−0.9% | Reduced |
| Intrepid Capital Management Inc | 3,656 | $1.54M | 1.00% | +133+3.8% | Added |
| DiNuzzo Private Wealth, Inc. | 3,659 | $1.54M | 0.21% | +620+20.4% | Added |
| Garrison Asset Management, LLC | 3,669 | $1.54M | 0.81% | −42−1.1% | Reduced |
| ICONIQ Capital, LLC | 3,678 | $1.55M | 0.03% | −646−14.9% | Reduced |
| Pitti Group Wealth Management, LLC | 3,618 | $1.55M | 1.73% | +143+4.1% | Added |
| Foundation Wealth Management, LLC | 3,683 | $1.55M | 1.26% | −488−11.7% | Reduced |
| Biechele Royce Advisors | 3,687 | $1.55M | 0.51% | +514+16.2% | Added |
| Stevard, LLC | 3,704 | $1.56M | 1.40% | +18+0.5% | Added |
| Reston Wealth Management LLC | 3,705 | $1.56M | 0.63% | +5+0.1% | Added |
| Covestor Ltd | 3,721 | $1.56M | 1.00% | +1,044+39.0% | Added |
| Hart & Patterson Financial Group LLC | 3,727 | $1.57M | 0.78% | −242−6.1% | Reduced |
| Sterling Wealth Management, Inc. | 3,729 | $1.57M | 0.78% | 00.0% | Unchanged |
| Joule Financial, LLC | 3,731 | $1.57M | 0.65% | −502−11.9% | Reduced |
| Clayton Financial Group LLC | 3,736 | $1.57M | 0.72% | +3,736 | New |
| Arcus Capital Partners, LLC | 3,745 | $1.58M | 0.50% | +261+7.5% | Added |
| Granite FO LLC | 3,846 | $1.58M | 0.93% | +26+0.7% | Added |
| Monumental Financial Group Inc. | 3,781 | $1.59M | 0.85% | −146−3.7% | Reduced |