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 |
|---|---|---|---|---|---|
| Rockline Wealth Management, LLC | 47,536 | $20.0M | 6.99% | +1,328+2.9% | Added |
| Formidable Asset Management, LLC | 47,409 | $19.9M | 3.25% | +14,325+43.3% | Added |
| RMR Wealth Builders | 47,394 | $19.9M | 2.41% | +2,193+4.9% | Added |
| Keystone Financial Group | 47,391 | $19.9M | 2.90% | +3,735+8.6% | Added |
| Manhattan West Asset Management, LLC | 47,265 | $19.9M | 4.77% | +5,416+12.9% | Added |
| Oakworth Capital, Inc. | 47,259 | $19.9M | 1.50% | +1,301+2.8% | Added |
| Trust Point Inc. | 47,253 | $19.9M | 1.56% | +3,991+9.2% | Added |
| Biondo Investment Advisors, LLC | 47,248 | $19.9M | 3.07% | +1,759+3.9% | Added |
| Marcum Wealth, LLC | 47,242 | $19.9M | 2.02% | +4,115+9.5% | Added |
| Pure Financial Advisors, Inc. | 47,156 | $19.8M | 0.62% | +7,134+17.8% | Added |
| McDonald Partners LLC | 47,076 | $19.8M | 5.45% | −750−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 50,794 | $19.8M | 1.55% | +4,512+9.7% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 46,913 | $19.7M | 4.83% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 46,866 | $19.7M | 3.07% | +8,475+22.1% | Added |
| Solidarilty Wealth, LLC | 46,843 | $19.7M | 6.17% | +1,354+3.0% | Added |
| Rothschild Capital Partners, LLC | 46,776 | $19.7M | 5.72% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 46,741 | $19.7M | 1.51% | +8,604+22.6% | Added |
| FACT Capital, LP | 46,733 | $19.7M | 7.15% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 46,669 | $19.6M | 5.68% | −589−1.2% | Reduced |
| Walden Wealth Partners LLC | 46,986 | $19.6M | 11.40% | −203−0.4% | Reduced |
| Allred Capital Management, LLC | 46,653 | $19.6M | 7.66% | +73+0.2% | Added |
| Paragon Capital Management LLC | 46,550 | $19.6M | 10.55% | −554−1.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 46,471 | $19.6M | 7.20% | −407−0.9% | Reduced |
| Simon Quick Advisors, LLC | 46,416 | $19.5M | 1.46% | +8,069+21.0% | Added |
| Montecito Bank & Trust | 46,329 | $19.5M | 3.90% | −108−0.2% | Reduced |
| Hedeker Wealth, LLC | 46,312 | $19.5M | 5.61% | −487−1.0% | Reduced |
| Johnson Financial Group, Inc. | 46,232 | $19.5M | 1.05% | −3,992−7.9% | Reduced |
| Portside Wealth Group, LLC | 46,201 | $19.4M | 3.60% | −1,956−4.1% | Reduced |
| HCR Wealth Advisors | 46,197 | $19.4M | 2.95% | −11,637−20.1% | Reduced |
| Texas Yale Capital Corp. | 46,185 | $19.4M | 0.86% | +1,112+2.5% | Added |
| Berkshire Bank | 46,145 | $19.4M | 4.82% | −3,255−6.6% | Reduced |
| MSA Advisors, LLC | 46,090 | $19.4M | 5.81% | +12,440+37.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 46,050 | $19.4M | 1.18% | −1,769−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,042 | $19.4M | 4.75% | +1,203+2.7% | Added |
| Beverly Hills Private Wealth, LLC | 46,012 | $19.4M | 4.47% | +2,093+4.8% | Added |
| Light Street Capital Management, LLC | 46,000 | $19.4M | 4.85% | −997−2.1% | Reduced |
| Jacobi Capital Management LLC | 45,914 | $19.3M | 1.79% | −24−0.1% | Reduced |
| Live Oak Private Wealth LLC | 45,860 | $19.3M | 3.34% | −478−1.0% | Reduced |
| Hilltop National Bank | 45,834 | $19.3M | 6.55% | +45,834 | New |
| Keel Point, LLC | 45,828 | $19.3M | 1.99% | +2,805+6.5% | Added |
| Institute for Wealth Management, LLC. | 45,818 | $19.3M | 2.50% | +389+0.9% | Added |
| Heron Bay Capital Management | 45,811 | $19.3M | 4.09% | +172+0.4% | Added |
| Decatur Capital Management, Inc. | 45,794 | $19.3M | 10.48% | −513−1.1% | Reduced |
| Norden Group LLC | 45,769 | $19.3M | 3.91% | +7,250+18.8% | Added |
| Archford Capital Strategies, LLC | 45,645 | $19.2M | 3.22% | +423+0.9% | Added |
| Krilogy Financial LLC | 45,575 | $19.2M | 1.47% | −1,047−2.2% | Reduced |
| Brady Family Wealth, LLC | 45,532 | $19.2M | 6.21% | +391+0.9% | Added |
| Imprint Wealth LLC | 44,976 | $19.1M | 4.63% | +31,687+238.4% | Added |
| Ascent Wealth Partners, LLC | 45,358 | $19.1M | 2.83% | +714+1.6% | Added |
| Canal Capital Management, LLC | 45,333 | $19.1M | 3.20% | +1,097+2.5% | Added |
| Camden Capital, LLC | 45,281 | $19.1M | 1.69% | +2,762+6.5% | Added |
| Skopos Labs, Inc. | 44,884 | $19.0M | 8.19% | +1,384+3.2% | Added |
| Financial Engines Advisors L.L.C. | 45,278 | $19.0M | 0.04% | −1,475−3.2% | Reduced |
| 9258 Wealth Management, LLC | 45,253 | $19.0M | 2.97% | −238−0.5% | Reduced |
| Baugh & Associates, LLC | 45,239 | $19.0M | 10.13% | +182+0.4% | Added |
| Lawson Kroeker Investment Management Inc | 45,090 | $19.0M | 3.61% | −534−1.2% | Reduced |
| Little House Capital LLC | 45,144 | $19.0M | 6.29% | −1,747−3.7% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $18.9M | 7.38% | 00.0% | Unchanged |
| Horizon Investments, LLC | 45,003 | $18.9M | 0.50% | +5,441+13.8% | Added |
| Morse Asset Management, Inc | 44,870 | $18.9M | 4.82% | +100+0.2% | Added |
| Geller Advisors LLC | 44,763 | $18.8M | 1.53% | +3,513+8.5% | Added |
| Advisory Research Inc | 44,762 | $18.8M | 3.74% | −2,521−5.3% | Reduced |
| Strategic Global Advisors, LLC | 44,738 | $18.8M | 4.07% | +11,809+35.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 44,714 | $18.8M | 7.70% | −1,000−2.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 44,632 | $18.8M | 0.82% | +1,546+3.6% | Added |
| Thames Capital Management LLC | 44,612 | $18.8M | 7.81% | −3,784−7.8% | Reduced |
| Northwest Bancshares, Inc. | 44,605 | $18.8M | 2.96% | +793+1.8% | Added |
| McKinley Carter Wealth Services, Inc. | 44,533 | $18.7M | 1.25% | +979+2.2% | Added |
| J. W. Coons Advisors, LLC | 44,521 | $18.7M | 4.23% | +263+0.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,512 | $18.7M | 3.24% | +40+0.1% | Added |
| Sage Mountain Advisors LLC | 44,507 | $18.7M | 1.95% | +2,131+5.0% | Added |
| Rodgers Brothers Inc. | 44,495 | $18.7M | 2.56% | +391+0.9% | Added |
| Isthmus Partners, LLC | 44,410 | $18.7M | 2.12% | +1,481+3.4% | Added |
| Lattice Capital Management, LLC | 44,408 | $18.7M | 18.97% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 43,644 | $18.7M | 1.70% | +1,186+2.8% | Added |
| Wills Financial Group, Inc. | 44,388 | $18.7M | 8.80% | −113−0.3% | Reduced |
| Security National Bank | 44,381 | $18.7M | 2.83% | +100.0% | Added |
| Traynor Capital Management, Inc. | 44,183 | $18.6M | 1.77% | +2,832+6.8% | Added |
| Hosking Partners LLP | 44,096 | $18.6M | 0.68% | −129−0.3% | Reduced |
| Aspire Capital Advisors LLC | 44,080 | $18.5M | 6.24% | −1,605−3.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 44,045 | $18.5M | 5.64% | −18,660−29.8% | Reduced |
| Patten Group, Inc. | 43,939 | $18.5M | 4.55% | +153+0.3% | Added |
| Mayflower Financial Advisors, LLC | 43,906 | $18.5M | 3.09% | +63+0.1% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 43,800 | $18.4M | 0.93% | −13,700−23.8% | Reduced |
| Wealth Alliance | 43,758 | $18.4M | 2.42% | −498−1.1% | Reduced |
| TRUE Private Wealth Advisors | 43,742 | $18.4M | 2.11% | −5,696−11.5% | Reduced |
| Stansberry Asset Management, LLC | 43,719 | $18.4M | 2.48% | +5,514+14.4% | Added |
| Quantum Private Wealth, LLC | 43,713 | $18.4M | 6.81% | +119+0.3% | Added |
| Nkcfo LLC | 43,675 | $18.4M | 10.97% | +825+1.9% | Added |
| Gryphon Financial Partners LLC | 43,573 | $18.3M | 3.05% | −4,473−9.3% | Reduced |
| Boston Research & Management Inc | 43,496 | $18.3M | 4.52% | −1,545−3.4% | Reduced |
| Jefferies Financial Group Inc. | 43,436 | $18.3M | 0.37% | +3,728+9.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 43,396 | $18.3M | 1.52% | +309+0.7% | Added |
| Marietta Wealth Management, LLC | 43,392 | $18.3M | 3.01% | −1,377−3.1% | Reduced |
| Benedict Financial Advisors Inc | 43,386 | $18.3M | 4.63% | −1,270−2.8% | Reduced |
| Winch Advisory Services, LLC | 43,378 | $18.3M | 5.57% | −448−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 43,271 | $18.2M | 2.67% | +322+0.7% | Added |
| JCIC Asset Management Inc. | 43,261 | $18.2M | 7.50% | −72−0.2% | Reduced |
| FDx Advisors, Inc. | 43,250 | $18.2M | 2.76% | −32,803−43.1% | Reduced |
| Next Century Growth Investors LLC | 43,203 | $18.2M | 1.58% | +578+1.4% | Added |