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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Timber Creek Capital Management LLC | 38,428 | $16.2M | 5.05% | +2,535+7.1% | Added |
| Alaska Permanent Fund Corp | 38,424 | $16.2M | 0.24% | +2,076+5.7% | Added |
| Argonautica Private Wealth Management, Inc | 38,357 | $16.1M | 5.79% | +4,589+13.6% | Added |
| Koshinski Asset Management, Inc. | 38,354 | $16.1M | 1.65% | +10,322+36.8% | Added |
| Great Lakes Retirement, Inc. | 38,230 | $16.1M | 2.38% | +1,019+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 38,114 | $16.0M | 5.25% | −403−1.0% | Reduced |
| Marshall & Sullivan Inc | 38,051 | $16.0M | 7.92% | −359−0.9% | Reduced |
| MONECO Advisors, LLC | 37,834 | $15.9M | 2.53% | +2,382+6.7% | Added |
| American Trust | 37,832 | $15.9M | 1.45% | −1,275−3.3% | Reduced |
| Brown Miller Wealth Management, LLC | 37,813 | $15.9M | 7.01% | +503+1.3% | Added |
| Davidson Trust Co | 37,759 | $15.9M | 9.26% | +2,672+7.6% | Added |
| Herold Advisors, Inc. | 37,733 | $15.9M | 3.84% | −678−1.8% | Reduced |
| Horan Capital Advisors, LLC. | 37,684 | $15.9M | 5.64% | −4,007−9.6% | Reduced |
| Financial Advisory Service, Inc. | 37,640 | $15.8M | 1.40% | −190−0.5% | Reduced |
| Providence Capital Advisors, LLC | 37,577 | $15.8M | 3.45% | −253−0.7% | Reduced |
| WBH Advisory Inc | 37,512 | $15.8M | 1.62% | −591−1.6% | Reduced |
| Concord Wealth Partners | 37,487 | $15.8M | 2.84% | +6,106+19.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 37,470 | $15.8M | 3.79% | −731−1.9% | Reduced |
| Selway Asset Management | 37,467 | $15.8M | 6.30% | −525−1.4% | Reduced |
| Soundmark Wealth Management, LLC | 37,453 | $15.8M | 6.99% | +2,621+7.5% | Added |
| TLW Wealth Management, LLC | 37,429 | $15.7M | 10.03% | −205−0.5% | Reduced |
| NVWM, LLC | 37,332 | $15.7M | 4.31% | −731−1.9% | Reduced |
| Capital Investment Counsel, LLC | 37,316 | $15.7M | 3.37% | +16,097+75.9% | Added |
| Sandbox Financial Partners, LLC | 37,305 | $15.7M | 6.59% | +1,952+5.5% | Added |
| Parker Investment Management, LLC | 37,217 | $15.7M | 2.71% | −22,773−38.0% | Reduced |
| Richard C. Young & CO., LTD. | 37,209 | $15.7M | 1.97% | +35,108+1,671.0% | Added |
| Ransom Advisory, Ltd | 37,171 | $15.6M | 8.34% | +37,171 | New |
| Westover Capital Advisors, LLC | 37,129 | $15.6M | 4.57% | −30.0% | Reduced |
| United Capital Management of KS, Inc. | 37,106 | $15.6M | 3.57% | +180+0.5% | Added |
| Aviance Capital Partners, LLC | 37,080 | $15.6M | 2.32% | +9,893+36.4% | Added |
| Stanley-Laman Group, Ltd. | 37,075 | $15.6M | 2.19% | +1,345+3.8% | Added |
| Roberts Wealth Advisors, LLC | 37,694 | $15.6M | 5.83% | +154+0.4% | Added |
| Ally Financial Inc. | 37,000 | $15.6M | 2.10% | +22,000+146.7% | Added |
| Portland Global Advisors LLC | 36,908 | $15.5M | 2.12% | −3,565−8.8% | Reduced |
| Hall Capital Management Co Inc | 36,893 | $15.5M | 7.66% | −124−0.3% | Reduced |
| Pensionfund Sabic | 36,890 | $15.5M | 4.60% | −1,500−3.9% | Reduced |
| Huber Capital Management LLC | 36,693 | $15.4M | 3.47% | −1,100−2.9% | Reduced |
| Vishria Bird Financial Group, LLC | 36,679 | $15.4M | 6.60% | +135+0.4% | Added |
| New Millennium Group LLC | 36,673 | $15.4M | 11.65% | −267−0.7% | Reduced |
| Bank of New Hampshire | 36,567 | $15.4M | 4.04% | +4,913+15.5% | Added |
| Coastal Investment Advisors, Inc. | 36,544 | $15.4M | 3.17% | −1,156−3.1% | Reduced |
| McGinn Investment Management, Inc. | 36,419 | $15.3M | 10.04% | −495−1.3% | Reduced |
| Stokes Capital Advisors, LLC | 36,408 | $15.3M | 4.45% | +458+1.3% | Added |
| Pegasus Asset Management, Inc. | 36,401 | $15.3M | 5.93% | −167−0.5% | Reduced |
| Laffer Tengler Investments | 36,284 | $15.3M | 3.94% | +38+0.1% | Added |
| Kesler, Norman & Wride, LLC | 36,259 | $15.3M | 3.24% | +695+2.0% | Added |
| PKO Investment Management Joint-Stock Co | 36,000 | $15.2M | 1.81% | −21,000−36.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 40,462 | $15.2M | 5.82% | −18,947−31.9% | Reduced |
| Capital Investment Advisory Services, LLC | 36,139 | $15.2M | 1.63% | −1,719−4.5% | Reduced |
| Udine Wealth Management, Inc. | 36,051 | $15.2M | 10.59% | −4,327−10.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,874 | $15.1M | 2.09% | +14,691+69.4% | Added |
| Tenere Capital LLC | 35,939 | $15.1M | 4.50% | −31,492−46.7% | Reduced |
| Ibex Wealth Advisors | 62,988 | $15.1M | 4.09% | +62,917+88,615.5% | Added |
| Quent Capital, LLC | 35,888 | $15.1M | 1.76% | +1,467+4.3% | Added |
| Round Rock Advisors, LLC | 35,884 | $15.1M | 3.62% | −3,661−9.3% | Reduced |
| Kidder Stephen W | 35,847 | $15.1M | 4.81% | −2,077−5.5% | Reduced |
| Enterprise Bank & Trust Co | 35,737 | $15.0M | 5.16% | −1,057−2.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 35,698 | $15.0M | 2.41% | +9,917+38.5% | Added |
| Seizert Capital Partners, LLC | 35,612 | $15.0M | 0.69% | −273−0.8% | Reduced |
| Leeward Financial Partners, LLC | 35,610 | $15.0M | 6.34% | +4,861+15.8% | Added |
| Symphony Financial, Ltd. Co. | 35,559 | $15.0M | 3.49% | −6,160−14.8% | Reduced |
| Arden Trust Co | 35,496 | $14.9M | 2.08% | −571−1.6% | Reduced |
| GDS Wealth Management | 35,452 | $14.9M | 1.75% | +2,222+6.7% | Added |
| Hartline Investment Corp | 35,445 | $14.9M | 2.63% | −56,095−61.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,445 | $14.9M | 2.63% | +2,692+8.2% | Added |
| Smartleaf Asset Management LLC | 35,380 | $14.9M | 2.88% | +10,932+44.7% | Added |
| Alpine Woods Capital Investors, LLC | 38,215 | $14.9M | 2.96% | −7,409−16.2% | Reduced |
| LGT Fund Management Co Ltd. | 35,344 | $14.9M | 6.21% | +459+1.3% | Added |
| Advisor OS, LLC | 35,253 | $14.8M | 1.70% | +2,351+7.1% | Added |
| First Bank & Trust | 35,242 | $14.8M | 3.06% | +214+0.6% | Added |
| Quotient Wealth Partners, LLC | 35,209 | $14.8M | 0.53% | −3,179−8.3% | Reduced |
| Leo Wealth, LLC | 34,999 | $14.8M | 1.51% | +1,414+4.2% | Added |
| Nilsine Partners, LLC | 35,159 | $14.8M | 2.02% | +3,285+10.3% | Added |
| Lafayette Investments, Inc. | 35,118 | $14.8M | 3.32% | +44+0.1% | Added |
| Blueprint Investment Partners LLC | 35,111 | $14.8M | 2.92% | +164+0.5% | Added |
| Davis-Rea Ltd. | 35,071 | $14.8M | 6.72% | −8,868−20.2% | Reduced |
| Abbot Financial Management, Inc. | 35,041 | $14.7M | 8.13% | −1,135−3.1% | Reduced |
| M Holdings Securities, Inc. | 35,024 | $14.7M | 2.48% | −14,170−28.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 35,000 | $14.7M | 1.95% | −8,500−19.5% | Reduced |
| First Sabrepoint Capital Management LP | 35,000 | $14.7M | 6.56% | 00.0% | Unchanged |
| Grove Bank & Trust | 34,892 | $14.7M | 2.47% | +642+1.9% | Added |
| Midland Wealth Advisors LLC | 34,873 | $14.7M | 0.90% | +209+0.6% | Added |
| In-Depth Partners, LLC | 34,868 | $14.7M | 11.52% | +938+2.8% | Added |
| Greater Midwest Financial Group, LLC | 34,829 | $14.7M | 9.18% | +62+0.2% | Added |
| Citizens National Bank Trust Department | 34,815 | $14.6M | 3.40% | +92+0.3% | Added |
| John G Ullman & Associates Inc | 34,746 | $14.6M | 2.24% | −400−1.1% | Reduced |
| StoneX Group Inc. | 34,666 | $14.6M | 1.31% | +776+2.3% | Added |
| Strategic Investment Advisors | 34,651 | $14.6M | 1.87% | +2,485+7.7% | Added |
| IFG Advisory, LLC | 34,647 | $14.6M | 1.09% | −3,188−8.4% | Reduced |
| Cornerstone Advisory, LLC | 34,555 | $14.5M | 2.07% | +530+1.6% | Added |
| Jupiter Wealth Management LLC | 35,401 | $14.5M | 7.69% | −509−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 34,523 | $14.5M | 1.78% | −282−0.8% | Reduced |
| Everhart Financial Group, Inc. | 34,480 | $14.5M | 4.22% | +4,120+13.6% | Added |
| First Personal Financial Services | 34,461 | $14.5M | 3.36% | −1,199−3.4% | Reduced |
| Shepherd Financial Partners LLC | 34,397 | $14.5M | 1.89% | +116+0.3% | Added |
| CoreCap Advisors, LLC | 34,344 | $14.4M | 0.77% | +3,707+12.1% | Added |
| Gifford Fong Associates | 34,302 | $14.4M | 3.98% | −18,623−35.2% | Reduced |
| Advanced Asset Management Advisors Inc | 34,243 | $14.4M | 3.56% | −110−0.3% | Reduced |
| Navellier & Associates Inc | 34,211 | $14.4M | 1.77% | +283+0.8% | Added |
| Bedel Financial Consulting, Inc. | 34,189 | $14.4M | 2.26% | +55+0.2% | Added |