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 |
|---|---|---|---|---|---|
| Stony Point Wealth Management Inc. | 28,401 | $11.9M | 5.20% | −2,031−6.7% | Reduced |
| Icapital Wealth LLC | 28,384 | $11.9M | 7.03% | +427+1.5% | Added |
| Excalibur Management Corp | 28,306 | $11.9M | 5.04% | −864−3.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,299 | $11.9M | 3.72% | −18−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 28,291 | $11.9M | 2.56% | −1,878−6.2% | Reduced |
| Brick & Kyle, Associates | 28,269 | $11.9M | 5.27% | −237−0.8% | Reduced |
| Diamant Asset Management, Inc. | 28,250 | $11.9M | 8.25% | −78−0.3% | Reduced |
| Retirement Solution Inc. | 28,237 | $11.9M | 3.22% | +10,545+59.6% | Added |
| Gries Financial LLC | 28,226 | $11.9M | 1.98% | +4,066+16.8% | Added |
| Councilmark Asset Management, LLC | 28,148 | $11.8M | 8.53% | +28,148 | New |
| CenterBook Partners LP | 28,143 | $11.8M | 0.82% | +5,998+27.1% | Added |
| Bridge Creek Capital Management LLC | 28,136 | $11.8M | 3.79% | −1,043−3.6% | Reduced |
| Citizens Business Bank | 28,123 | $11.8M | 2.47% | −493−1.7% | Reduced |
| Menlo Advisors LLC | 28,122 | $11.8M | 6.77% | −245−0.9% | Reduced |
| Bremer Bank National Association | 28,108 | $11.8M | 2.19% | −4,478−13.7% | Reduced |
| Consolidated Investment Group LLC | 28,089 | $11.8M | 1.91% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 28,076 | $11.8M | 4.80% | −250−0.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 28,000 | $11.8M | 1.03% | +28,000 | New |
| Maytus Capital Management, LLC | 28,000 | $11.8M | 4.99% | +28,000 | New |
| Summit Financial Group Inc | 27,951 | $11.8M | 4.18% | −863−3.0% | Reduced |
| Summerhill Capital Management lnc. | 27,915 | $11.7M | 7.47% | +27,915 | New |
| Benson Investment Management Company, Inc. | 27,902 | $11.7M | 4.99% | −3,070−9.9% | Reduced |
| MEMBERS Trust Co | 27,897 | $11.7M | 0.35% | +3,592+14.8% | Added |
| Finer Wealth Management, Inc. | 27,866 | $11.7M | 7.70% | +393+1.4% | Added |
| Oak Grove Capital LLC | 27,843 | $11.7M | 3.29% | +6,951+33.3% | Added |
| White Pine Capital LLC | 30,072 | $11.7M | 4.45% | −83−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 27,821 | $11.7M | 5.35% | +994+3.7% | Added |
| Notis-McConarty Edward | 27,814 | $11.7M | 4.62% | −2,023−6.8% | Reduced |
| My Personal CFO, LLC | 27,805 | $11.7M | 6.74% | +254+0.9% | Added |
| Loudon Investment Management, LLC | 27,772 | $11.7M | 6.71% | −1,090−3.8% | Reduced |
| Greenfield Savings Bank | 27,771 | $11.7M | 6.14% | −28−0.1% | Reduced |
| Eudaimonia Partners, LLC | 27,771 | $11.7M | 2.78% | −948−3.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,740 | $11.7M | 4.98% | −331−1.2% | Reduced |
| SOL Capital Management CO | 27,736 | $11.7M | 1.47% | −55−0.2% | Reduced |
| VeraBank, N.A. | 27,732 | $11.7M | 3.64% | −494−1.8% | Reduced |
| Keystone Financial Planning, Inc. | 27,718 | $11.7M | 3.78% | −1,314−4.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,705 | $11.7M | 1.22% | −65−0.2% | Reduced |
| Wimmer Associates 1, LLC | 27,646 | $11.6M | 6.12% | −55−0.2% | Reduced |
| Penbrook Management LLC | 27,613 | $11.6M | 7.20% | −475−1.7% | Reduced |
| General Partner, Inc. | 27,558 | $11.6M | 7.28% | +2,771+11.2% | Added |
| Sphera Funds Management Ltd. | 27,548 | $11.6M | 1.88% | +3,700+15.5% | Added |
| Souders Financial Advisors | 27,502 | $11.6M | 1.83% | −1,151−4.0% | Reduced |
| Financial Security Advisor, Inc. | 27,447 | $11.5M | 4.04% | +177+0.6% | Added |
| Lederer & Associates Investment Counsel | 27,433 | $11.5M | 8.02% | −440−1.6% | Reduced |
| Wrapmanager Inc | 27,432 | $11.5M | 3.21% | +3,968+16.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,429 | $11.5M | 3.17% | −1,076−3.8% | Reduced |
| Immersion Capital LLP | 27,430 | $11.5M | 4.57% | 00.0% | Unchanged |
| L.M. Kohn & Company | 27,430 | $11.5M | 3.24% | +3,844+16.3% | Added |
| Once Capital Management, LLC | 27,400 | $11.5M | 6.74% | 00.0% | Unchanged |
| Breakwater Investment Management | 27,295 | $11.5M | 5.28% | +27,295 | New |
| Principal Street Partners, LLC | 27,632 | $11.5M | 2.17% | +301+1.1% | Added |
| JB Capital LLC | 27,232 | $11.5M | 0.76% | +49+0.2% | Added |
| KPP Advisory Services LLC | 27,176 | $11.4M | 3.14% | +813+3.1% | Added |
| Westend Capital Management, LLC | 27,161 | $11.4M | 4.43% | +27,161 | New |
| Mill Creek Capital Advisors, LLC | 27,117 | $11.4M | 0.31% | −1,025−3.6% | Reduced |
| Peak Planning Group, LLC | 27,096 | $11.4M | 7.14% | +753+2.9% | Added |
| Gunderson Capital Management Inc. | 27,087 | $11.4M | 5.29% | +2,200+8.8% | Added |
| Ballast Advisors LLC | 27,064 | $11.4M | 3.84% | −148−0.5% | Reduced |
| Sandhill Capital Partners LLC | 27,048 | $11.4M | 0.91% | −787−2.8% | Reduced |
| Founders Capital Management | 27,026 | $11.4M | 7.69% | −250−0.9% | Reduced |
| Lantz Financial LLC | 27,022 | $11.4M | 3.66% | +31+0.1% | Added |
| Eos Management, L.P. | 26,979 | $11.4M | 4.69% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 27,000 | $11.3M | 1.84% | +1,558+6.1% | Added |
| JNBA Financial Advisors | 26,971 | $11.3M | 1.19% | −545−2.0% | Reduced |
| Chickasaw Capital Management LLC | 26,964 | $11.3M | 0.54% | −193−0.7% | Reduced |
| Klingman & Associates, LLC | 26,910 | $11.3M | 0.79% | +261+1.0% | Added |
| Gibraltar Capital Management, Inc. | 26,715 | $11.2M | 5.23% | −2,856−9.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,648 | $11.2M | 3.96% | +10.0% | Added |
| Westwood Wealth Management | 26,639 | $11.2M | 5.50% | +2,428+10.0% | Added |
| JT Stratford LLC | 26,538 | $11.2M | 2.22% | +629+2.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 26,530 | $11.2M | 2.74% | +1,391+5.5% | Added |
| Peregrine Asset Advisers, Inc. | 26,834 | $11.1M | 4.45% | +645+2.5% | Added |
| Optas, LLC | 26,408 | $11.1M | 3.03% | +346+1.3% | Added |
| Alliance Wealth Advisors, LLC | 26,406 | $11.1M | 3.31% | +1,248+5.0% | Added |
| Bridgewater Advisors Inc. | 26,374 | $11.1M | 1.66% | +575+2.2% | Added |
| Quadcap Wealth Management, LLC | 26,366 | $11.1M | 2.52% | −1,591−5.7% | Reduced |
| Hamel Associates, Inc. | 26,348 | $11.1M | 3.55% | −1,690−6.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,299 | $11.1M | 3.58% | −109−0.4% | Reduced |
| Stelac Advisory Services LLC | 26,260 | $11.0M | 5.19% | −30−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 26,249 | $11.0M | 1.41% | −1,386−5.0% | Reduced |
| Enterprise Financial Services Corp | 26,233 | $11.0M | 6.64% | −1,230−4.5% | Reduced |
| Barton Investment Management | 26,195 | $11.0M | 1.34% | −440−1.7% | Reduced |
| Gold Investment Management Ltd. | 26,141 | $11.0M | 4.44% | −2,096−7.4% | Reduced |
| Cove Private Wealth, LLC | 26,136 | $11.0M | 9.39% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 26,126 | $11.0M | 3.85% | +202+0.8% | Added |
| Pacifica Partners Inc. | 26,000 | $11.0M | 4.87% | −1,263−4.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 26,043 | $11.0M | 6.57% | −6,360−19.6% | Reduced |
| Smith, Moore & Co. | 26,028 | $11.0M | 1.17% | −188−0.7% | Reduced |
| TBH Global Asset Management, LLC | 26,016 | $10.9M | 2.19% | +7,452+40.1% | Added |
| Tandem Capital Management Corp | 25,917 | $10.9M | 6.19% | −30.0% | Reduced |
| Sandler Capital Management | 25,891 | $10.9M | 1.33% | −9,707−27.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 25,861 | $10.9M | 1.20% | −5,372−17.2% | Reduced |
| Oarsman Capital, Inc. | 25,826 | $10.9M | 2.60% | −5,855−18.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,820 | $10.9M | 3.69% | +678+2.7% | Added |
| Childress Capital Advisors, LLC | 25,763 | $10.8M | 3.15% | −1,664−6.1% | Reduced |
| Hillman Capital Management, Inc. | 25,758 | $10.8M | 3.48% | −98−0.4% | Reduced |
| Catalina Capital Group, LLC | 25,756 | $10.8M | 4.63% | +13,031+102.4% | Added |
| LCNB Corp | 25,718 | $10.8M | 3.91% | −753−2.8% | Reduced |
| Sawyer & Company, Inc | 25,712 | $10.8M | 4.32% | −100.0% | Reduced |
| Radnor Capital Management, LLC | 25,707 | $10.8M | 1.84% | −1,846−6.7% | Reduced |