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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 34,166 | $14.4M | 4.05% | +494+1.5% | Added |
| Avidian Wealth Solutions, LLC | 34,118 | $14.4M | 0.77% | +2,965+9.5% | Added |
| Buckhead Capital Management LLC | 34,108 | $14.3M | 4.86% | +184+0.5% | Added |
| Raab & Moskowitz Asset Management LLC | 34,079 | $14.3M | 4.01% | +713+2.1% | Added |
| Zullo Investment Group, Inc. | 34,060 | $14.3M | 6.72% | +176+0.5% | Added |
| Strategic Planning Group, LLC | 33,911 | $14.3M | 3.57% | +8,230+32.0% | Added |
| Occidental Asset Management, LLC | 33,890 | $14.3M | 2.66% | +4,941+17.1% | Added |
| Q Capital Solutions | 33,858 | $14.2M | 6.19% | +1,994+6.3% | Added |
| Glassy Mountain Advisors, Inc. | 33,777 | $14.2M | 5.35% | −1,107−3.2% | Reduced |
| Umpqua Bank | 33,753 | $14.2M | 5.83% | +33,753 | New |
| Resonant Capital Advisors, LLC | 33,750 | $14.2M | 1.21% | +4,751+16.4% | Added |
| TCI Wealth Advisors, Inc. | 33,743 | $14.2M | 1.40% | −344−1.0% | Reduced |
| Aries Wealth Management | 33,735 | $14.2M | 4.57% | −1,639−4.6% | Reduced |
| Tradition Wealth Management, LLC | 33,677 | $14.2M | 1.43% | +611+1.8% | Added |
| Plancorp, LLC | 33,665 | $14.2M | 0.61% | +1,413+4.4% | Added |
| Strait & Sound Wealth Management LLC | 33,079 | $14.2M | 7.91% | +1,313+4.1% | Added |
| Warther Private Wealth, LLC | 33,638 | $14.2M | 6.32% | +699+2.1% | Added |
| David R. Rahn & Associates Inc. | 33,547 | $14.1M | 5.78% | +3,616+12.1% | Added |
| Northside Capital Management, LLC | 33,538 | $14.1M | 2.52% | −200−0.6% | Reduced |
| Hirtle Callaghan & Co LLC | 33,457 | $14.1M | 0.60% | +131+0.4% | Added |
| Highlander Capital Management, LLC | 33,443 | $14.1M | 4.81% | −78−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 33,316 | $14.0M | 2.51% | +1,722+5.5% | Added |
| Somerset Trust Co | 33,309 | $14.0M | 5.72% | −3,862−10.4% | Reduced |
| Eagle Rock Investment Company, LLC | 33,276 | $14.0M | 2.60% | −1,482−4.3% | Reduced |
| LMG Wealth Partners, LLC | 33,272 | $14.0M | 3.53% | +1,172+3.7% | Added |
| Great Diamond Partners, LLC | 33,169 | $14.0M | 3.20% | −1,872−5.3% | Reduced |
| Dudley Capital Management, LLC | 32,844 | $13.9M | 8.14% | −572−1.7% | Reduced |
| Journey Strategic Wealth LLC | 33,136 | $13.9M | 0.62% | +4,690+16.5% | Added |
| AlphaStar Capital Management, LLC | 33,135 | $13.9M | 1.43% | +9,288+38.9% | Added |
| Financial Network Wealth Management LLC | 33,897 | $13.9M | 6.59% | −88−0.3% | Reduced |
| Affinity Wealth Management LLC | 33,035 | $13.9M | 2.57% | −303−0.9% | Reduced |
| Financial Perspectives, Inc | 33,014 | $13.9M | 5.26% | −55−0.2% | Reduced |
| Firetrail Investments Pty Ltd | 33,009 | $13.9M | 11.43% | +4,085+14.1% | Added |
| Ravenstone Capital Management Inc. | 32,994 | $13.9M | 9.24% | −105−0.3% | Reduced |
| Builder Investment Group Inc | 32,939 | $13.9M | 4.03% | −1,000−2.9% | Reduced |
| Harbour Trust & Investment Management Co | 32,933 | $13.9M | 1.74% | +842+2.6% | Added |
| BNC Wealth Management, LLC | 32,888 | $13.8M | 5.92% | +485+1.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 32,804 | $13.8M | 3.36% | −1,170−3.4% | Reduced |
| Coalescence Partners Investment Management, LP | 32,796 | $13.8M | 11.25% | +6,316+23.9% | Added |
| C Partners Holding GmbH | 32,753 | $13.8M | 4.02% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,640 | $13.7M | 0.31% | +5,778+21.5% | Added |
| Connable Office Inc | 32,589 | $13.7M | 1.55% | −1,053−3.1% | Reduced |
| Artemis Wealth Advisors, LLC | 32,572 | $13.7M | 2.59% | +70.0% | Added |
| Uncommon Cents Investing LLC | 32,542 | $13.7M | 4.19% | −443−1.3% | Reduced |
| Bell Bank | 32,513 | $13.7M | 1.18% | +4,739+17.1% | Added |
| Bordeaux Wealth Advisors LLC | 32,511 | $13.7M | 4.52% | +7,816+31.7% | Added |
| General Pension Society PZU Joint Stock Co | 32,500 | $13.7M | 3.83% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 32,448 | $13.7M | 11.79% | +1,417+4.6% | Added |
| Greystone Financial Group, LLC | 32,392 | $13.6M | 2.72% | −3,956−10.9% | Reduced |
| Summa Corp. | 32,390 | $13.6M | 7.44% | +610+1.9% | Added |
| Westmount Partners, LLC | 32,350 | $13.6M | 4.90% | −1,266−3.8% | Reduced |
| Argyle Capital Management Inc. | 32,337 | $13.6M | 5.26% | −1,282−3.8% | Reduced |
| Nicolet Bankshares Inc | 32,333 | $13.6M | 3.36% | +69+0.2% | Added |
| Old Port Advisors | 32,302 | $13.6M | 4.16% | −535−1.6% | Reduced |
| Ratan Capital Management LP | 32,265 | $13.6M | 7.22% | +6,000+22.8% | Added |
| IPG Investment Advisors LLC | 32,252 | $13.6M | 2.96% | −5,210−13.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,218 | $13.6M | 9.84% | −1,415−4.2% | Reduced |
| Concentric Wealth Management, LLC | 32,202 | $13.5M | 3.61% | +735+2.3% | Added |
| Spreng Capital Management, Inc. | 32,094 | $13.5M | 7.28% | +1,018+3.3% | Added |
| Alpha Family Trust | 32,070 | $13.5M | 8.16% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 31,967 | $13.4M | 2.36% | +1,329+4.3% | Added |
| Harbour Capital Advisors, LLC | 31,890 | $13.4M | 3.33% | −1,843−5.5% | Reduced |
| Fortis Capital Advisors, LLC | 31,881 | $13.4M | 5.65% | +3,807+13.6% | Added |
| Muhlenkamp & Co Inc | 31,863 | $13.4M | 3.89% | +935+3.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 31,804 | $13.4M | 3.34% | −815−2.5% | Reduced |
| MCF Advisors LLC | 31,777 | $13.4M | 1.04% | −892−2.7% | Reduced |
| Chapman Investment Management, LLC | 31,747 | $13.4M | 9.85% | −493−1.5% | Reduced |
| Mirador Capital Partners LP | 31,753 | $13.4M | 2.55% | +569+1.8% | Added |
| Hollow Brook Wealth Management LLC | 31,719 | $13.3M | 4.94% | +343+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,715 | $13.3M | 0.72% | −756−2.3% | Reduced |
| L2 Asset Management, LLC | 31,700 | $13.3M | 4.38% | +2,030+6.8% | Added |
| Graphene Investments SAS | 31,700 | $13.3M | 8.04% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 31,695 | $13.3M | 7.80% | −191−0.6% | Reduced |
| DLK Investment Management, LLC | 31,671 | $13.3M | 5.66% | −558−1.7% | Reduced |
| TFG Advisers LLC | 31,625 | $13.3M | 5.21% | −222−0.7% | Reduced |
| Consolidated Planning Corp | 31,611 | $13.3M | 2.27% | −24,277−43.4% | Reduced |
| Dover Advisors, LLC | 31,542 | $13.3M | 9.09% | +20,763+192.6% | Added |
| Telos Capital Management, Inc. | 31,532 | $13.3M | 1.50% | −1,710−5.1% | Reduced |
| Oxler Private Wealth LLC | 31,532 | $13.3M | 5.20% | +15,389+95.3% | Added |
| Tikehau Investment Management | 31,510 | $13.3M | 10.75% | −1,055−3.2% | Reduced |
| Catalyst Financial Partners LLC | 32,188 | $13.3M | 3.41% | +2,089+6.9% | Added |
| Chiron Investment Management, LLC | 31,489 | $13.2M | 5.74% | +1,401+4.7% | Added |
| Carolinas Wealth Consulting LLC | 31,485 | $13.2M | 2.61% | −75,479−70.6% | Reduced |
| Orca Investment Management, LLC | 31,473 | $13.2M | 12.40% | −1,448−4.4% | Reduced |
| Front Row Advisors LLC | 31,366 | $13.2M | 4.89% | +1,013+3.3% | Added |
| Delap Wealth Advisory, LLC | 31,332 | $13.2M | 5.33% | −33,706−51.8% | Reduced |
| Apollon Financial, LLC | 31,310 | $13.2M | 4.55% | +1,329+4.4% | Added |
| Northstar Asset Management LLC | 31,310 | $13.2M | 3.25% | −66−0.2% | Reduced |
| Gardner Lewis Asset Management L P | 31,308 | $13.2M | 3.96% | −617−1.9% | Reduced |
| XXEC, Inc. | 31,284 | $13.2M | 9.91% | −190−0.6% | Reduced |
| Chatham Capital Group, Inc. | 31,274 | $13.2M | 2.41% | +513+1.7% | Added |
| Birch Capital Management, LLC | 31,266 | $13.2M | 6.83% | +713+2.3% | Added |
| Evanson Asset Management, LLC | 31,254 | $13.1M | 1.02% | +433+1.4% | Added |
| Concord Asset Management, LLC | 31,246 | $13.1M | 3.46% | +4,279+15.9% | Added |
| Personal Cfo Solutions, LLC | 31,223 | $13.1M | 2.05% | +739+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 31,171 | $13.1M | 5.40% | −258−0.8% | Reduced |
| Redwood Investment Management, LLC | 31,074 | $13.1M | 1.25% | +12,422+66.6% | Added |
| Carderock Capital Management Inc | 30,963 | $13.0M | 3.65% | −3,367−9.8% | Reduced |
| Delta Investment Management, LLC | 30,942 | $13.0M | 2.96% | +171+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 30,900 | $13.0M | 3.30% | −464−1.5% | Reduced |