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; 6,249 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
- 2,241 more added
- Sold out
- 103
- 2,442 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Broderick Brian C | 52,405 | $22.0M | 4.71% | +1,282+2.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 52,327 | $22.0M | 12.21% | −473−0.9% | Reduced |
| Hendley & Co Inc | 52,309 | $22.0M | 7.87% | +393+0.8% | Added |
| R.m.sincerbeaux Capital Management LLC | 52,276 | $22.0M | 13.97% | 00.0% | Unchanged |
| BRX Global LP | 52,262 | $22.0M | 16.51% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 52,255 | $22.0M | 6.00% | −337−0.6% | Reduced |
| Aaron Wealth Advisors | 52,251 | $22.0M | 3.15% | −393−0.7% | Reduced |
| Edgestream Partners, L.P. | 52,247 | $22.0M | 1.10% | +32,315+162.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 53,740 | $21.9M | 2.59% | +38,557+253.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,125 | $21.9M | 14.03% | 00.0% | Unchanged |
| West Coast Financial LLC | 52,122 | $21.9M | 2.66% | +904+1.8% | Added |
| Cardinal Capital Management | 52,093 | $21.9M | 3.57% | +942+1.8% | Added |
| Elk River Wealth Management, LLC | 52,080 | $21.9M | 4.46% | −4,765−8.4% | Reduced |
| Makena Capital Management LLC | 52,063 | $21.9M | 5.10% | −7,148−12.1% | Reduced |
| Mirabaud Asset Management Ltd | 52,003 | $21.9M | 8.84% | −164−0.3% | Reduced |
| Berger Financial Group, Inc | 51,945 | $21.9M | 1.80% | +13,610+35.5% | Added |
| Bourgeon Capital Management LLC | 51,888 | $21.8M | 4.27% | +180.0% | Added |
| Lighthouse Investment Partners, LLC | 51,700 | $21.8M | 1.28% | −12,082−18.9% | Reduced |
| Valicenti Advisory Services Inc | 51,530 | $21.7M | 6.04% | +292+0.6% | Added |
| Legacy Advisors, LLC | 51,516 | $21.7M | 2.74% | +962+1.9% | Added |
| Farley Capital L.P. | 51,492 | $21.7M | 20.38% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 51,483 | $21.7M | 3.74% | −1,045−2.0% | Reduced |
| Monarch Capital Management Inc | 51,412 | $21.6M | 6.10% | −179−0.3% | Reduced |
| GeoWealth Management, LLC | 51,367 | $21.6M | 0.84% | +19,979+63.7% | Added |
| Moloney Securities Asset Management, LLC | 51,358 | $21.6M | 3.26% | −41−0.1% | Reduced |
| Farmers National Bank | 51,137 | $21.5M | 6.42% | −1,186−2.3% | Reduced |
| Osher Van de Voorde Investment Management | 51,133 | $21.5M | 5.02% | −6,660−11.5% | Reduced |
| Rowland & Co Investment Counsel | 50,938 | $21.4M | 4.52% | +113+0.2% | Added |
| Benin Management CORP | 50,822 | $21.4M | 6.76% | −1,626−3.1% | Reduced |
| Premier Path Wealth Partners, LLC | 50,832 | $21.4M | 4.02% | −58−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 50,740 | $21.3M | 7.65% | +143+0.3% | Added |
| Condor Capital Management | 50,675 | $21.3M | 2.09% | +51+0.1% | Added |
| Crewe Advisors LLC | 50,584 | $21.3M | 2.48% | +50,584 | New |
| Cooper Creek Partners Management LLC | 50,583 | $21.3M | 0.86% | +50,583 | New |
| Canvas Wealth Advisors, LLC | 51,665 | $21.3M | 7.15% | +1,381+2.7% | Added |
| Harbor Capital Advisors, Inc. | 50,546 | $21.3M | 2.78% | −6,092−10.8% | Reduced |
| Apella Capital, LLC | 49,884 | $21.3M | 1.07% | −10,592−17.5% | Reduced |
| Hartford Financial Management Inc. | 50,540 | $21.3M | 4.49% | −76−0.2% | Reduced |
| GFS Advisors, LLC | 50,518 | $21.3M | 3.52% | −2,182−4.1% | Reduced |
| Asset Planning Services Inc | 50,445 | $21.2M | 11.86% | +55+0.1% | Added |
| Phraction Management LLC | 50,435 | $21.2M | 8.30% | −1,467−2.8% | Reduced |
| Summit Global Investments | 50,121 | $21.1M | 1.57% | −60,809−54.8% | Reduced |
| Alight Capital Management LP | 50,000 | $21.0M | 6.68% | −5,000−9.1% | Reduced |
| RBF Capital, LLC | 50,000 | $21.0M | 1.18% | 00.0% | Unchanged |
| LTS One Management LP | 50,000 | $21.0M | 5.46% | 00.0% | Unchanged |
| Berkley W R Corp | 50,000 | $21.0M | 1.31% | +50,000 | New |
| Davidson Kempner Capital Management LP | 50,000 | $21.0M | 0.31% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 49,742 | $20.9M | 4.04% | +2,579+5.5% | Added |
| Value Partners Investments Inc. | 49,773 | $20.9M | 1.71% | −37,738−43.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 49,704 | $20.9M | 5.92% | −800−1.6% | Reduced |
| Armistice Capital, LLC | 49,689 | $20.9M | 0.56% | −112,304−69.3% | Reduced |
| Rench Wealth Management, Inc. | 49,535 | $20.8M | 7.99% | −1,087−2.1% | Reduced |
| Atlantic Trust, LLC | 49,535 | $20.8M | 5.45% | −5,670−10.3% | Reduced |
| Northstar Asset Management Inc | 49,481 | $20.8M | 3.65% | −9,884−16.6% | Reduced |
| Claro Advisors LLC | 49,478 | $20.8M | 3.62% | +1,448+3.0% | Added |
| Atomi Financial Group, Inc. | 49,412 | $20.8M | 1.92% | +12,426+33.6% | Added |
| Cooper Financial Group | 49,406 | $20.8M | 3.42% | +2,515+5.4% | Added |
| Skyline Advisors, Inc. | 49,393 | $20.8M | 9.30% | −170−0.3% | Reduced |
| Wayfinding Financial, LLC | 50,494 | $20.7M | 12.13% | −973−1.9% | Reduced |
| McGuire Investment Group, LLC | 49,200 | $20.7M | 3.02% | −3,371−6.4% | Reduced |
| Motley Fool Wealth Management, LLC | 49,148 | $20.7M | 1.07% | +222+0.5% | Added |
| AMS Capital Ltda | 62,449 | $20.6M | 5.66% | −1,848−2.9% | Reduced |
| Family Management Corp | 49,055 | $20.6M | 3.81% | −967−1.9% | Reduced |
| Aspiriant, LLC | 49,043 | $20.6M | 0.85% | −312−0.6% | Reduced |
| Delta Financial Group, Inc. | 49,014 | $20.6M | 6.07% | −498−1.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 49,002 | $20.6M | 15.33% | +2,480+5.3% | Added |
| Madrona Financial Services, LLC | 48,891 | $20.6M | 7.16% | +1,923+4.1% | Added |
| Stockman Wealth Management, Inc. | 48,784 | $20.5M | 3.62% | −3,257−6.3% | Reduced |
| Vista Equity Partners Management, LLC | 48,716 | $20.5M | 0.55% | +20,319+71.6% | Added |
| Boyar Asset Management Inc. | 48,663 | $20.5M | 13.35% | +3,086+6.8% | Added |
| Anabranch Capital Management, LP | 48,475 | $20.4M | 11.89% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 48,409 | $20.4M | 4.09% | +1,345+2.9% | Added |
| NBW Capital LLC | 48,373 | $20.4M | 4.16% | +562+1.2% | Added |
| First Interstate Bank | 48,357 | $20.3M | 1.41% | −2,002−4.0% | Reduced |
| Goldstream Capital Management Ltd | 48,320 | $20.3M | 11.46% | +1,066+2.3% | Added |
| Rehmann Capital Advisory Group | 48,317 | $20.3M | 1.52% | −135−0.3% | Reduced |
| L & S Advisors Inc | 48,299 | $20.3M | 2.30% | −13,156−21.4% | Reduced |
| Capital Planning Advisors, LLC | 48,284 | $20.3M | 3.57% | +286+0.6% | Added |
| Stonebridge Capital Management Inc | 48,277 | $20.3M | 9.08% | −125−0.3% | Reduced |
| Inscription Capital, LLC | 48,266 | $20.3M | 3.34% | +10,849+29.0% | Added |
| Consilio Wealth Advisors, LLC | 48,245 | $20.3M | 9.51% | −852−1.7% | Reduced |
| Sargent Investment Group, LLC | 48,225 | $20.3M | 4.45% | +7,189+17.5% | Added |
| Embree Financial Group | 48,179 | $20.3M | 3.98% | −2,178−4.3% | Reduced |
| Hoertkorn Richard Charles | 48,150 | $20.3M | 8.70% | −700−1.4% | Reduced |
| STF Management LP | 48,075 | $20.2M | 8.77% | −393−0.8% | Reduced |
| Scott & Selber, Inc. | 48,042 | $20.2M | 6.88% | +89+0.2% | Added |
| Camden National Bank | 48,001 | $20.2M | 3.56% | −3,422−6.7% | Reduced |
| Forum Financial Management, LP | 47,990 | $20.2M | 0.35% | −140.0% | Reduced |
| Capital City Trust Co | 47,935 | $20.2M | 5.61% | −1,010−2.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 47,894 | $20.1M | 3.64% | −2,150−4.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 47,891 | $20.1M | 7.12% | −446−0.9% | Reduced |
| Parus Finance (UK) Ltd | 47,880 | $20.1M | 7.59% | −3,918−7.6% | Reduced |
| J. Goldman & Co LP | 47,850 | $20.1M | 0.91% | −113,009−70.3% | Reduced |
| Duncker Streett & Co Inc | 47,809 | $20.1M | 3.97% | +348+0.7% | Added |
| Asset Dedication, LLC | 47,745 | $20.1M | 1.50% | +1,600+3.5% | Added |
| Connecticut Wealth Management, LLC | 47,752 | $20.1M | 1.07% | +248+0.5% | Added |
| Miller Wealth Advisors, LLC | 47,693 | $20.1M | 11.98% | +139+0.3% | Added |
| Lakeview Capital Partners, LLC | 47,650 | $20.0M | 3.26% | +270+0.6% | Added |
| RFG Advisory, LLC | 47,641 | $20.0M | 0.68% | −4,366−8.4% | Reduced |
| Parkside Financial Bank & Trust | 47,632 | $20.0M | 3.23% | +2,967+6.6% | Added |