Microsoft Corp
MSFT- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0000789019
近 90 天,Microsoft Corp 內部人申報 0 筆公開市場買進、4 筆賣出;2026 年第 2 季末有 6,248 家機構在 13F 申報持有,市值合計 $2.05 兆;潘興廣場、Coatue等 16 位大師持有。
2023 年第 4 季 13F 持有人
Microsoft Corp 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 5,217
- 較 2023 年第 3 季 +448 家
- 持有股數
- 53.1 億
- 較 2023 年第 3 季 +5,723 萬 (+1.1%)
- 總市值
- $1.99 兆
- 較 2023 年第 3 季 +$3,335 億 (+20.1%)
- 新進機構
- 548
- 另有 2,012 家加碼
- 清倉機構
- 100
- 另有 2,353 家減碼
另有 93 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 MSFT 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 6,248 | $2.05 兆 |
| 2026 年第 1 季 | 6,238 | $1.99 兆 |
| 2025 年第 4 季 | 6,330 | $2.66 兆 |
| 2025 年第 3 季 | 5,866 | $2.76 兆 |
| 2025 年第 2 季 | 5,829 | $2.67 兆 |
| 2025 年第 1 季 | 5,777 | $2.01 兆 |
| 2024 年第 4 季 | 5,877 | $2.26 兆 |
| 2024 年第 3 季 | 5,302 | $2.27 兆 |
| 2024 年第 2 季 | 5,270 | $2.37 兆 |
| 2024 年第 1 季 | 5,241 | $2.23 兆 |
| 2023 年第 4 季 | 5,217 | $1.99 兆 |
| 2023 年第 3 季 | 4,862 | $1.66 兆 |
| 2023 年第 2 季 | 4,816 | $1.79 兆 |
| 2023 年第 1 季 | 4,718 | $1.52 兆 |
| 2022 年第 4 季 | 4,680 | $1.27 兆 |
| 2022 年第 3 季 | 4,509 | $1.23 兆 |
| 2022 年第 2 季 | 4,516 | $1.34 兆 |
| 2022 年第 1 季 | 4,550 | $1.61 兆 |
| 2021 年第 4 季 | 4,554 | $1.77 兆 |
| 2021 年第 3 季 | 4,035 | $1.49 兆 |
| 2021 年第 2 季 | 3,989 | $1.43 兆 |
| 2021 年第 1 季 | 4,005 | $1.26 兆 |
2023 年第 4 季持有機構
每家機構持有 Microsoft Corp 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hofer & Associates. Inc | 3,871 | $145.6 萬 | 1.35% | +197+5.4% | 加碼 |
| Guidance Point Advisors, LLC | 3,873 | $145.7 萬 | 0.54% | +337+9.5% | 加碼 |
| WESPAC Advisors, LLC | 3,882 | $146.0 萬 | 1.01% | +316+8.9% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,899 | $146.6 萬 | 0.14% | −432−10.0% | 減碼 |
| Napatree Capital LLC | 3,903 | $146.8 萬 | 1.47% | +3,903 | 新進 |
| Planned Solutions, Inc. | 3,906 | $146.9 萬 | 0.69% | +78+2.0% | 加碼 |
| Green Alpha Advisors, LLC | 3,912 | $147.1 萬 | 1.06% | 00.0% | 不變 |
| Ratio Wealth Group | 3,915 | $147.2 萬 | 0.32% | +158+4.2% | 加碼 |
| McMorgan & Co LLC | 3,916 | $147.3 萬 | 0.24% | −20−0.5% | 減碼 |
| Systematic Financial Management LP | 3,920 | $147.4 萬 | 0.04% | 00.0% | 不變 |
| Monumental Financial Group Inc. | 3,927 | $147.7 萬 | 0.88% | −125−3.1% | 減碼 |
| Options Solutions, LLC | 3,928 | $147.7 萬 | 1.57% | −717−15.4% | 減碼 |
| Family Wealth Group, LLC | 3,928 | $147.7 萬 | 1.83% | +3,928 | 新進 |
| Windham Capital Management, LLC | 3,930 | $147.8 萬 | 0.54% | +5+0.1% | 加碼 |
| Portfolio Strategies, Inc. | 3,931 | $147.8 萬 | 0.25% | +565+16.8% | 加碼 |
| Warwick Investment Management, Inc. | 3,934 | $147.9 萬 | 0.44% | +1,772+82.0% | 加碼 |
| Halter Ferguson Financial Inc. | 3,941 | $148.2 萬 | 0.95% | +3,941 | 新進 |
| Brevan Howard Capital Management LP | 3,943 | $148.3 萬 | 0.15% | +3,021+327.7% | 加碼 |
| Castlekeep Investment Advisors LLC | 3,949 | $148.5 萬 | 1.05% | +3,949 | 新進 |
| Motive Wealth Advisors | 3,952 | $148.6 萬 | 1.71% | −1,094−21.7% | 減碼 |
| Smallwood Wealth Investment Management, LLC | 3,956 | $148.8 萬 | 1.23% | +193+5.1% | 加碼 |
| Clear Investment Research, LLC | 3,964 | $149.1 萬 | 2.10% | +354+9.8% | 加碼 |
| Selective Wealth Management, Inc. | 4,054 | $149.2 萬 | 0.75% | −34−0.8% | 減碼 |
| Heritage Investment Group, Inc. | 3,968 | $149.2 萬 | 0.33% | +54+1.4% | 加碼 |
| Hart & Patterson Financial Group LLC | 3,969 | $149.3 萬 | 0.78% | +3,969 | 新進 |
| Catalyst Private Wealth, LLC | 3,972 | $149.4 萬 | 0.70% | +360+10.0% | 加碼 |
| Riverstone Advisors, LLC | 3,982 | $149.7 萬 | 0.97% | +609+18.1% | 加碼 |
| Columbia Advisory Partners LLC | 3,986 | $149.9 萬 | 1.54% | +218+5.8% | 加碼 |
| Crumly & Associates Inc. | 3,990 | $150.0 萬 | 0.44% | +198+5.2% | 加碼 |
| Kelly Financial Services LLC | 3,994 | $150.2 萬 | 0.61% | −143−3.5% | 減碼 |
| Idaho Trust Bank | 3,999 | $150.4 萬 | 0.87% | +325+8.8% | 加碼 |
| First Wilshire Securities Management Inc | 4,000 | $150.4 萬 | 0.49% | 00.0% | 不變 |
| Woodward Financial Advisors, Inc. | 4,003 | $150.5 萬 | 0.99% | +182+4.8% | 加碼 |
| Sentinel Pension Advisors Inc | 4,004 | $150.6 萬 | 0.36% | +67+1.7% | 加碼 |
| Georgetown University | 4,018 | $151.1 萬 | 0.52% | +8+0.2% | 加碼 |
| Elmwood Wealth Management, Inc. | 4,020 | $151.2 萬 | 1.06% | −3,062−43.2% | 減碼 |
| Fonville Wealth Management LLC | 4,021 | $151.2 萬 | 0.80% | +4,021 | 新進 |
| New Vernon Investment Management LLC | 4,042 | $152.0 萬 | 1.75% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 4,050 | $152.3 萬 | 1.75% | −1,081−21.1% | 減碼 |
| Eclectic Associates Inc | 4,050 | $152.3 萬 | 0.73% | +57+1.4% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 4,065 | $152.9 萬 | 2.79% | +4,065 | 新進 |
| Saxony Capital Management, LLC | 4,068 | $153.0 萬 | 2.03% | +4,068 | 新進 |
| Corrigan Financial, Inc. | 4,072 | $153.1 萬 | 0.46% | +4,072 | 新進 |
| MA Private Wealth | 4,088 | $153.7 萬 | 0.33% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 4,110 | $154.6 萬 | 1.28% | −524−11.3% | 減碼 |
| Phillips Financial Management, LLC | 4,114 | $154.7 萬 | 0.13% | +778+23.3% | 加碼 |
| Napa Wealth Management | 4,115 | $154.7 萬 | 0.84% | +4,115 | 新進 |
| Powell Investment Advisors, LLC | 4,123 | $155.0 萬 | 0.86% | +56+1.4% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,132 | $155.4 萬 | 0.47% | +400+10.7% | 加碼 |
| Pasadena Private Wealth, LLC | 4,134 | $155.5 萬 | 0.38% | +138+3.5% | 加碼 |
| Encompass More Asset Management | 4,138 | $155.6 萬 | 1.75% | +4,138 | 新進 |
| Milestone Asset Management, LLC | 4,139 | $155.6 萬 | 0.51% | +268+6.9% | 加碼 |
| Single Point Partners, LLC | 4,141 | $155.7 萬 | 0.39% | −255−5.8% | 減碼 |
| Von Berge Wealth Management Group, LLC | 4,020 | $156.2 萬 | 1.20% | +619+18.2% | 加碼 |
| Pacific Center for Financial Services | 4,165 | $156.6 萬 | 0.49% | −76−1.8% | 減碼 |
| Endowment Wealth Management, Inc. | 4,167 | $156.7 萬 | 1.30% | +1,646+65.3% | 加碼 |
| Yarger Wealth Strategies, LLC | 4,169 | $156.8 萬 | 1.26% | +457+12.3% | 加碼 |
| RMR Capital Management, LLC | 4,171 | $156.8 萬 | 1.80% | +4,171 | 新進 |
| Foundation Wealth Management, LLC | 4,171 | $156.9 萬 | 1.40% | −389−8.5% | 減碼 |
| Red Tortoise LLC | 4,180 | $157.2 萬 | 0.89% | +10.0% | 加碼 |
| HFG Advisors, Inc. | 4,181 | $157.2 萬 | 1.51% | −12−0.3% | 減碼 |
| Santori & Peters | 4,189 | $157.5 萬 | 0.75% | +10.0% | 加碼 |
| Dougherty Wealth Advisers LLC | 4,203 | $158.0 萬 | 1.45% | −67−1.6% | 減碼 |
| Heritage Wealth Management, Inc. | 4,211 | $158.3 萬 | 1.71% | +4,211 | 新進 |
| Phocas Financial Corp. | 4,215 | $158.5 萬 | 0.21% | −7,824−65.0% | 減碼 |
| Slocum, Gordon & Co LLP | 4,022 | $158.8 萬 | 1.39% | +108+2.8% | 加碼 |
| Francis Financial, Inc. | 4,226 | $158.9 萬 | 0.68% | +619+17.2% | 加碼 |
| MN Wealth Advisors, LLC | 4,231 | $159.1 萬 | 1.10% | +4,231 | 新進 |
| Joule Financial, LLC | 4,233 | $159.2 萬 | 0.74% | +4,233 | 新進 |
| Ulland Investment Advisors, LLC | 4,236 | $159.3 萬 | 1.61% | +1,924+83.2% | 加碼 |
| Innova Wealth Partners | 4,239 | $159.4 萬 | 1.37% | +25+0.6% | 加碼 |
| Avenue 1 Advisors, LLC | 4,239 | $159.4 萬 | 0.71% | −82−1.9% | 減碼 |
| Alpine Global Management, LLC | 4,262 | $160.3 萬 | 0.44% | +4,262 | 新進 |
| Black Diamond Financial, LLC | 4,263 | $160.3 萬 | 0.43% | +124+3.0% | 加碼 |
| Gridiron Partners, LLC | 4,265 | $160.4 萬 | 1.13% | +4,265 | 新進 |
| OMNI 360 Wealth, Inc. | 4,272 | $160.6 萬 | 1.50% | +4,272 | 新進 |
| Doliver Advisors, LP | 4,285 | $161.1 萬 | 0.49% | −191−4.3% | 減碼 |
| Bell Investment Advisors, Inc | 4,285 | $161.1 萬 | 0.33% | +249+6.2% | 加碼 |
| Curtis Advisory Group, LLC | 4,286 | $161.2 萬 | 0.74% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 4,295 | $161.5 萬 | 0.68% | −725−14.4% | 減碼 |
| Michael S. Ryan, Inc. | 4,297 | $161.6 萬 | 1.34% | +52+1.2% | 加碼 |
| Kearns & Associates LLC | 4,300 | $161.7 萬 | 1.38% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 4,301 | $161.7 萬 | 1.09% | +4,077+1,820.1% | 加碼 |
| American Financial Advisors, LLC | 4,307 | $162.0 萬 | 0.24% | +19+0.4% | 加碼 |
| Horst & Graben Wealth Management LLC | 4,320 | $162.5 萬 | 0.36% | −17−0.4% | 減碼 |
| ICONIQ Capital, LLC | 4,324 | $162.6 萬 | 0.03% | −30−0.7% | 減碼 |
| MGO Private Wealth, LLC | 4,336 | $163.0 萬 | 1.12% | −9−0.2% | 減碼 |
| Ferguson Shapiro LLC | 4,347 | $163.5 萬 | 0.79% | +5+0.1% | 加碼 |
| FSA Wealth Management LLC | 4,358 | $163.9 萬 | 0.78% | +55+1.3% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 4,360 | $164.0 萬 | 0.89% | +20.0% | 加碼 |
| Rodgers & Associates, LTD | 4,374 | $164.5 萬 | 0.22% | −188−4.1% | 減碼 |
| Vista Investment Management | 4,375 | $164.5 萬 | 0.76% | −33−0.7% | 減碼 |
| Spectrum Planning & Advisory Services Inc. | 4,381 | $164.7 萬 | 2.33% | +20.0% | 加碼 |
| Planning Center, Inc. | 4,383 | $164.8 萬 | 0.38% | +145+3.4% | 加碼 |
| Tacita Capital Inc | 4,392 | $165.2 萬 | 1.22% | +96+2.2% | 加碼 |
| Client First Investment Management LLC | 4,400 | $165.5 萬 | 1.61% | +4,400 | 新進 |
| Financial Network Wealth Advisors LLC | 4,409 | $165.8 萬 | 1.77% | +4,409 | 新進 |
| Blossom Wealth Management | 4,412 | $165.9 萬 | 4.47% | +274+6.6% | 加碼 |
| Hill Investment Group Partners, LLC | 4,414 | $166.0 萬 | 0.24% | −1,511−25.5% | 減碼 |
| Private Client Services, LLC | 4,416 | $166.0 萬 | 1.36% | +4,416 | 新進 |