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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 25,706 | $10.8M | 2.60% | −386−1.5% | Reduced |
| Wisconsin Capital Management LLC | 25,683 | $10.8M | 5.67% | −185−0.7% | Reduced |
| OV Management LLC | 25,638 | $10.8M | 7.82% | −417−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 25,594 | $10.8M | 1.25% | +199+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 25,590 | $10.8M | 1.16% | −1,037−3.9% | Reduced |
| Cim Investment Mangement Inc | 25,582 | $10.8M | 3.21% | +5,362+26.5% | Added |
| Essex Investment Management Co LLC | 25,569 | $10.8M | 2.12% | −3,177−11.1% | Reduced |
| Callan Capital, LLC | 25,562 | $10.8M | 0.95% | +6,042+31.0% | Added |
| First City Capital Management, Inc. | 25,526 | $10.7M | 5.95% | −249−1.0% | Reduced |
| Stablepoint Partners, LLC | 25,520 | $10.7M | 2.18% | +4,592+21.9% | Added |
| Harbor Advisors LLC | 25,500 | $10.7M | 1.97% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 25,476 | $10.7M | 2.64% | −572−2.2% | Reduced |
| David J Yvars Group | 25,431 | $10.7M | 7.21% | +767+3.1% | Added |
| McDonough Capital Management, Inc | 25,425 | $10.7M | 8.44% | +354+1.4% | Added |
| Nordwand Advisors, LLC | 25,373 | $10.7M | 4.15% | −9,285−26.8% | Reduced |
| Settian Capital LP | 25,350 | $10.7M | 7.91% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 25,335 | $10.7M | 0.73% | −3,087−10.9% | Reduced |
| CNB Bank | 25,320 | $10.7M | 5.19% | +254+1.0% | Added |
| Peoples Financial Services Corp. | 25,260 | $10.6M | 4.61% | −2,045−7.5% | Reduced |
| Goodman Advisory Group, LLC | 25,238 | $10.6M | 3.37% | +368+1.5% | Added |
| Patton Albertson Miller Group, LLC | 25,231 | $10.6M | 1.59% | +413+1.7% | Added |
| FWL Investment Management, LLC | 25,182 | $10.6M | 5.84% | −852−3.3% | Reduced |
| Larson Financial Group LLC | 25,139 | $10.6M | 0.82% | +1,333+5.6% | Added |
| SPC Financial, Inc. | 25,137 | $10.6M | 0.99% | −1,392−5.2% | Reduced |
| Mount Vernon Associates Inc | 25,085 | $10.6M | 8.96% | +3,508+16.3% | Added |
| Dynasty Wealth Management, LLC | 25,078 | $10.6M | 0.34% | +25,078 | New |
| FinTrust Capital Advisors, LLC | 25,066 | $10.5M | 2.04% | −12,546−33.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 25,050 | $10.5M | 8.36% | −250−1.0% | Reduced |
| Crocodile Capital Partners GmbH | 25,000 | $10.5M | 14.50% | 00.0% | Unchanged |
| Pennant Select, LLC | 25,000 | $10.5M | 7.91% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 24,989 | $10.5M | 1.18% | −27,521−52.4% | Reduced |
| Main Street Group, LTD | 24,764 | $10.5M | 4.58% | −635−2.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 24,981 | $10.5M | 4.87% | −1,198−4.6% | Reduced |
| Hudson Value Partners, LLC | 24,963 | $10.5M | 4.46% | +168+0.7% | Added |
| Apexium Financial, LP | 24,915 | $10.5M | 0.79% | −51,670−67.5% | Reduced |
| Northstar Advisory Group, LLC | 25,394 | $10.5M | 6.34% | +9,334+58.1% | Added |
| Private Ocean, LLC | 24,876 | $10.5M | 1.11% | −184−0.7% | Reduced |
| Parisi Gray Wealth Management | 24,794 | $10.4M | 3.91% | +167+0.7% | Added |
| Commonwealth Retirement Investments LLC | 24,784 | $10.4M | 4.98% | −257−1.0% | Reduced |
| Thrive Wealth Management, LLC | 24,779 | $10.4M | 2.15% | +393+1.6% | Added |
| RB Capital Management, LLC | 24,763 | $10.4M | 2.79% | +1,247+5.3% | Added |
| Advisors Management Group Inc | 24,723 | $10.4M | 2.58% | +255+1.0% | Added |
| FCG Investment Co | 24,719 | $10.4M | 8.32% | +1,089+4.6% | Added |
| Crescent Park Management, L.P. | 24,716 | $10.4M | 4.48% | −10,884−30.6% | Reduced |
| True North Advisors, LLC | 24,700 | $10.4M | 2.87% | −1,015−3.9% | Reduced |
| Kapitalo Investimentos Ltda | 24,643 | $10.4M | 2.28% | +18,507+301.6% | Added |
| Chelsea Counsel Co | 24,607 | $10.4M | 5.87% | −731−2.9% | Reduced |
| Westside Investment Management, Inc. | 24,535 | $10.3M | 2.48% | −696−2.8% | Reduced |
| Cito Capital Group, LLC | 24,555 | $10.3M | 4.23% | +100+0.4% | Added |
| Kercheville Advisors, LLC | 24,544 | $10.3M | 4.88% | +2,917+13.5% | Added |
| Marathon Capital Management | 24,519 | $10.3M | 2.46% | −827−3.3% | Reduced |
| S.E.E.D. Planning Group LLC | 24,518 | $10.3M | 3.77% | −1,595−6.1% | Reduced |
| Adirondack Trust Co | 24,501 | $10.3M | 4.31% | −125−0.5% | Reduced |
| Ami Investment Management Inc | 24,491 | $10.3M | 3.74% | −224−0.9% | Reduced |
| Moseley Investment Management Inc | 24,479 | $10.3M | 5.11% | −143−0.6% | Reduced |
| Elgethun Capital Management | 24,261 | $10.3M | 2.60% | +290+1.2% | Added |
| Mendel Money Management | 24,463 | $10.3M | 4.76% | −2,384−8.9% | Reduced |
| Ascension Asset Management LLC | 24,460 | $10.3M | 5.55% | +24,460 | New |
| MBB Public Markets I LLC | 24,440 | $10.3M | 0.66% | +4,228+20.9% | Added |
| Valley Brook Capital Group | 24,379 | $10.3M | 8.20% | −315−1.3% | Reduced |
| BKM Wealth Management, LLC | 24,358 | $10.2M | 4.41% | −44−0.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 24,357 | $10.2M | 4.93% | −6,546−21.2% | Reduced |
| North Growth Management Ltd. | 24,000 | $10.2M | 1.96% | −1,000−4.0% | Reduced |
| Sofos Investments, Inc. | 39,661 | $10.2M | 1.37% | +19,871+100.4% | Added |
| Pekin Hardy Strauss, Inc. | 24,325 | $10.2M | 1.40% | −1,040−4.1% | Reduced |
| Strong Tower Advisory Services | 24,089 | $10.2M | 4.11% | +13+0.1% | Added |
| Governors Lane LP | 24,300 | $10.2M | 1.64% | +11,300+86.9% | Added |
| Ar Asset Management Inc | 24,279 | $10.2M | 2.49% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 24,257 | $10.2M | 1.42% | +325+1.4% | Added |
| Essex Savings Bank | 27,081 | $10.2M | 2.96% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 24,178 | $10.2M | 2.91% | +20,039+484.2% | Added |
| Garrett Investment Advisors LLC | 24,168 | $10.2M | 1.29% | +452+1.9% | Added |
| Washington Trust Advisors, Inc. | 24,147 | $10.2M | 0.93% | −281−1.2% | Reduced |
| Cary Street Partners Asset Management LLC | 24,108 | $10.1M | 1.57% | −732−2.9% | Reduced |
| Parkside Investments, LLC | 24,104 | $10.1M | 1.61% | +15,682+186.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 24,085 | $10.1M | 3.05% | +480+2.0% | Added |
| F/M Investments LLC | 24,034 | $10.1M | 6.84% | +58+0.2% | Added |
| Main Street Financial Solutions, LLC | 24,079 | $10.1M | 1.08% | +1,309+5.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 24,032 | $10.1M | 6.81% | −352−1.4% | Reduced |
| Dorchester Wealth Management Co | 23,980 | $10.1M | 1.82% | −957−3.8% | Reduced |
| Trust Co of Kansas | 23,969 | $10.1M | 5.50% | −93−0.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 23,943 | $10.1M | 2.39% | −518−2.1% | Reduced |
| Chesapeake Asset Management LLC | 23,926 | $10.1M | 9.98% | −1,224−4.9% | Reduced |
| Drive Wealth Management, LLC | 23,917 | $10.1M | 2.82% | −361−1.5% | Reduced |
| Atlas Brown,Inc. | 23,879 | $10.0M | 3.66% | +1,184+5.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,857 | $10.0M | 2.31% | +4,631+24.1% | Added |
| Vise Technologies, Inc. | 23,850 | $10.0M | 1.98% | −96−0.4% | Reduced |
| Eagle Capital Management, LLC | 23,850 | $10.0M | 4.52% | −222−0.9% | Reduced |
| Corsair Capital Management, L.P. | 23,828 | $10.0M | 2.81% | −141−0.6% | Reduced |
| Geneva Partners, LLC | 23,824 | $10.0M | 4.42% | +2,998+14.4% | Added |
| WealthShield Partners, LLC | 23,815 | $10.0M | 1.62% | −1,628−6.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,757 | $9.99M | 5.30% | −137−0.6% | Reduced |
| Mezzasalma Advisors, LLC | 23,756 | $9.99M | 4.73% | +268+1.1% | Added |
| CORDA Investment Management, LLC. | 23,750 | $9.99M | 0.79% | +1,988+9.1% | Added |
| AlphaCore Capital LLC | 23,741 | $9.99M | 2.66% | +1,670+7.6% | Added |
| Bey-Douglas LLC | 23,703 | $9.97M | 9.54% | −402−1.7% | Reduced |
| Ignite Planners, LLC | 23,486 | $9.97M | 2.79% | −1,179−4.8% | Reduced |
| Aldebaran Capital, LLC | 23,692 | $9.97M | 9.49% | −744−3.0% | Reduced |
| Harmony Asset Management LLC | 23,683 | $9.96M | 4.11% | −1,367−5.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,665 | $9.96M | 3.47% | −403−1.7% | Reduced |