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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 30,847 | $13.0M | 1.94% | +263+0.9% | Added |
| Monument Capital Management | 30,844 | $13.0M | 3.74% | −420−1.3% | Reduced |
| Tyche Wealth Partners LLC | 30,824 | $13.0M | 3.17% | −8,347−21.3% | Reduced |
| Chesapeake Wealth Management | 30,822 | $13.0M | 4.73% | −1,436−4.5% | Reduced |
| Prudent Investors Network | 30,773 | $12.9M | 4.88% | +30,773 | New |
| Sentry LLC | 30,749 | $12.9M | 2.44% | −120−0.4% | Reduced |
| Shorepoint Capital Partners LLC | 30,741 | $12.9M | 3.16% | −2,496−7.5% | Reduced |
| Delta Financial Advisors LLC | 30,731 | $12.9M | 5.12% | +306+1.0% | Added |
| Aveo Capital Partners, LLC | 31,751 | $12.9M | 1.41% | +14,514+84.2% | Added |
| Nadler Financial Group, Inc. | 30,660 | $12.9M | 1.59% | −158−0.5% | Reduced |
| Brevan Howard Capital Management LP | 30,652 | $12.9M | 1.17% | +26,709+677.4% | Added |
| Cardiff Park Advisors, LLC | 30,646 | $12.9M | 1.23% | +1,483+5.1% | Added |
| Financial Partners Group, LLC | 30,643 | $12.9M | 4.99% | −94−0.3% | Reduced |
| Citizens & Northern Corp | 30,609 | $12.9M | 4.35% | −1,782−5.5% | Reduced |
| Roman Butler Fullerton & Co | 32,115 | $12.9M | 4.83% | +117+0.4% | Added |
| Wambolt & Associates, LLC | 30,324 | $12.9M | 3.85% | +1,435+5.0% | Added |
| MidWestOne Financial Group, Inc. | 30,601 | $12.9M | 2.31% | −209−0.7% | Reduced |
| Beck Capital Management, LLC | 30,562 | $12.9M | 3.70% | +1,144+3.9% | Added |
| Tiemann Investment Advisors, LLC | 30,545 | $12.9M | 5.75% | −347−1.1% | Reduced |
| Bray Capital Advisors | 30,510 | $12.8M | 3.26% | −908−2.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 30,478 | $12.8M | 3.69% | −1,434−4.5% | Reduced |
| Kemnay Advisory Services Inc. | 30,477 | $12.8M | 2.46% | +2,623+9.4% | Added |
| Marks Group Wealth Management, Inc | 30,475 | $12.8M | 1.34% | +370+1.2% | Added |
| WealthTrust Axiom LLC | 30,461 | $12.8M | 4.13% | −513−1.7% | Reduced |
| Arlington Trust Co LLC | 30,438 | $12.8M | 3.29% | −976−3.1% | Reduced |
| AIMZ Investment Advisors, LLC | 30,356 | $12.8M | 4.76% | −1,486−4.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 30,275 | $12.7M | 3.41% | −786−2.5% | Reduced |
| Aperture Investors, LLC | 30,275 | $12.7M | 1.63% | +16+0.1% | Added |
| Catalyst Capital Advisors LLC | 30,220 | $12.7M | 0.31% | +558+1.9% | Added |
| Sonata Capital Group Inc | 30,206 | $12.7M | 5.78% | −30.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,153 | $12.7M | 11.16% | −51−0.2% | Reduced |
| Drexel Morgan & Co. | 30,129 | $12.7M | 2.61% | +110+0.4% | Added |
| Eukles Asset Management | 30,110 | $12.7M | 5.51% | +602+2.0% | Added |
| Empire Financial Management Company, LLC | 30,057 | $12.6M | 4.18% | +84+0.3% | Added |
| Cambridge Advisors Inc. | 30,056 | $12.6M | 2.98% | −154−0.5% | Reduced |
| Founders Financial Alliance, LLC | 30,049 | $12.6M | 3.80% | −1,074−3.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 30,028 | $12.6M | 7.14% | +2,051+7.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $12.6M | 2.98% | 00.0% | Unchanged |
| Long Walk Management LP | 30,000 | $12.6M | 6.30% | +1,000+3.4% | Added |
| Sentinel Trust Co Lba | 29,948 | $12.6M | 1.63% | +743+2.5% | Added |
| Buttonwood Financial Advisors Inc. | 29,894 | $12.6M | 5.91% | −1,351−4.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 29,889 | $12.6M | 3.27% | +5,400+22.1% | Added |
| Windward Capital Management Co | 29,886 | $12.6M | 1.05% | −551−1.8% | Reduced |
| Prosperity Consulting Group, LLC | 29,885 | $12.6M | 1.58% | +3,995+15.4% | Added |
| Carroll Investors, Inc | 29,820 | $12.5M | 9.45% | −291−1.0% | Reduced |
| Asio Capital, LLC | 29,812 | $12.5M | 2.66% | +179+0.6% | Added |
| Roberts Capital Advisors, LLC | 29,777 | $12.5M | 12.02% | +29,777 | New |
| Boit C F David | 31,704 | $12.5M | 6.84% | −1,000−3.1% | Reduced |
| White Pine Investment CO | 29,757 | $12.5M | 3.70% | −731−2.4% | Reduced |
| Transatlantique Private Wealth LLC | 29,698 | $12.5M | 5.44% | −638−2.1% | Reduced |
| RWM Asset Management, LLC | 29,627 | $12.5M | 2.23% | −92−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 29,578 | $12.4M | 1.98% | +306+1.0% | Added |
| Biltmore Family Office, LLC | 29,557 | $12.4M | 2.45% | −412−1.4% | Reduced |
| Chase Investment Counsel Corp | 29,556 | $12.4M | 4.63% | +53+0.2% | Added |
| Unionview, LLC | 29,540 | $12.4M | 10.28% | −630−2.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 29,532 | $12.4M | 6.73% | −858−2.8% | Reduced |
| Waterloo Capital, L.P. | 29,501 | $12.4M | 1.59% | +3,661+14.2% | Added |
| Versant Capital Management, Inc | 29,495 | $12.4M | 3.54% | −950−3.1% | Reduced |
| Genus Capital Management Inc. | 29,492 | $12.4M | 1.61% | +29,492 | New |
| Meridian Investment Counsel Inc. | 29,489 | $12.4M | 4.13% | −1,273−4.1% | Reduced |
| Virtue Capital Management, LLC | 29,364 | $12.4M | 2.23% | +6,593+29.0% | Added |
| Harrington Investments, INC | 29,444 | $12.4M | 7.09% | −119−0.4% | Reduced |
| Mystic Asset Management, Inc. | 29,417 | $12.4M | 5.12% | +760+2.7% | Added |
| Blodgett Wealth Advisors, LLC | 29,399 | $12.4M | 11.21% | +663+2.3% | Added |
| Signet Financial Management, LLC | 29,387 | $12.4M | 1.70% | +1,133+4.0% | Added |
| Clear Street Derivatives LLC | 29,324 | $12.3M | 0.31% | +29,324 | New |
| Castle Rock Wealth Management, LLC | 31,221 | $12.3M | 3.37% | +102+0.3% | Added |
| Ellevest, Inc. | 29,264 | $12.3M | 0.76% | +514+1.8% | Added |
| Trust Co of Oklahoma | 29,251 | $12.3M | 4.37% | −2,550−8.0% | Reduced |
| Fort Point Capital Partners LLC | 29,236 | $12.3M | 1.67% | −217−0.7% | Reduced |
| Glass Wealth Management Co LLC | 29,209 | $12.3M | 7.50% | +29,209 | New |
| LVW Advisors, LLC | 29,192 | $12.3M | 2.08% | +109+0.4% | Added |
| Capstone Investment Advisors, LLC | 29,152 | $12.3M | 0.23% | +26,247+903.5% | Added |
| Magnus Financial Group LLC | 29,127 | $12.3M | 1.45% | +584+2.0% | Added |
| Beck Bode, LLC | 29,104 | $12.2M | 2.50% | +28,486+4,609.4% | Added |
| National Philanthropic Trust | 29,078 | $12.2M | 0.27% | −3,283−10.1% | Reduced |
| Founders Financial Securities LLC | 29,055 | $12.2M | 1.28% | −4,493−13.4% | Reduced |
| Atlas Wealth LLC | 29,015 | $12.2M | 5.96% | −117−0.4% | Reduced |
| Unio Capital LLC | 28,977 | $12.2M | 5.37% | +181+0.6% | Added |
| M&R Capital Management Inc | 28,965 | $12.2M | 2.98% | −1,553−5.1% | Reduced |
| Legacy Edge Advisors, LLC | 28,923 | $12.2M | 2.54% | −226−0.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 28,888 | $12.2M | 4.06% | −4,998−14.7% | Reduced |
| Fairfield, Bush & Co. | 28,872 | $12.1M | 7.20% | −836−2.8% | Reduced |
| Evexia Wealth LLC | 28,761 | $12.1M | 5.00% | −2,228−7.2% | Reduced |
| Perennial Investment Advisors, LLC | 28,833 | $12.1M | 1.85% | −50.0% | Reduced |
| Eastover Investment Advisors LLC | 28,823 | $12.1M | 5.95% | −1,451−4.8% | Reduced |
| First Washington CORP | 28,757 | $12.1M | 4.63% | −1,985−6.5% | Reduced |
| Vista Capital Partners, Inc. | 28,711 | $12.1M | 1.51% | −2,810−8.9% | Reduced |
| Triangle Securities Wealth Management | 28,696 | $12.1M | 3.44% | −108−0.4% | Reduced |
| Advocate Group LLC | 28,689 | $12.1M | 2.40% | −1,938−6.3% | Reduced |
| Red Cedar Investment Management, LLC | 28,645 | $12.1M | 1.50% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 28,636 | $12.0M | 3.95% | −1,370−4.6% | Reduced |
| Key Financial Inc | 28,584 | $12.0M | 3.07% | −588−2.0% | Reduced |
| Barometer Capital Management Inc. | 30,875 | $12.0M | 3.12% | −8,087−20.8% | Reduced |
| Independence Bank of Kentucky | 28,534 | $12.0M | 3.59% | +5,689+24.9% | Added |
| Bank Ozk | 28,514 | $12.0M | 5.37% | −427−1.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,506 | $12.0M | 1.42% | +19,188+205.9% | Added |
| Jackson Hill Advisors, LLC | 28,500 | $12.0M | 6.52% | −2,500−8.1% | Reduced |
| MV Capital Management, Inc. | 28,475 | $12.0M | 1.37% | +1,220+4.5% | Added |
| Pegasus Partners Ltd. | 28,458 | $12.0M | 1.27% | −1,709−5.7% | Reduced |