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 6,249 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 | 6,249 | $2.05 兆 |
| 2026 年第 1 季 | 6,238 | $1.99 兆 |
| 2025 年第 4 季 | 6,329 | $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 | 4,717 | $1.52 兆 |
| 2022 年第 4 季 | 4,679 | $1.27 兆 |
| 2022 年第 3 季 | 4,508 | $1.23 兆 |
| 2022 年第 2 季 | 4,515 | $1.34 兆 |
| 2022 年第 1 季 | 4,550 | $1.61 兆 |
| 2021 年第 4 季 | 4,555 | $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 |
|---|---|---|---|---|---|
| Copperleaf Capital, LLC | 6,485 | $243.9 萬 | 2.48% | −1,247−16.1% | 減碼 |
| Fca Corp | 6,505 | $244.6 萬 | 0.84% | −4−0.1% | 減碼 |
| Collective Family Office LLC | 6,509 | $244.8 萬 | 0.86% | −716−9.9% | 減碼 |
| Peak Financial Advisors LLC | 6,514 | $245.0 萬 | 1.64% | +5,569+589.3% | 加碼 |
| Phillips Wealth Planners LLC | 6,222 | $245.1 萬 | 2.95% | −393−5.9% | 減碼 |
| Arq Wealth Advisors, LLC | 6,518 | $245.1 萬 | 1.46% | −85−1.3% | 減碼 |
| Pathway Financial Advisors LLC | 6,521 | $245.2 萬 | 0.71% | +109+1.7% | 加碼 |
| Partnership Wealth Management, LLC | 6,177 | $245.6 萬 | 1.85% | +6,177 | 新進 |
| Cottonwood Capital Advisors, LLC | 6,538 | $245.9 萬 | 2.02% | +1,900+41.0% | 加碼 |
| Retirement Income Solutions, Inc | 6,571 | $247.1 萬 | 0.61% | +32+0.5% | 加碼 |
| Matrix Trust Co | 6,570 | $247.1 萬 | 0.58% | +151+2.4% | 加碼 |
| Ade, LLC | 6,595 | $248.0 萬 | 1.72% | 00.0% | 不變 |
| Sharkey, Howes & Javer | 6,597 | $248.1 萬 | 0.44% | +106+1.6% | 加碼 |
| Sonoma Private Wealth LLC | 6,599 | $248.2 萬 | 4.11% | −687−9.4% | 減碼 |
| Detalus Advisors, LLC | 6,626 | $249.2 萬 | 1.00% | −295−4.3% | 減碼 |
| Gsa Capital Partners LLP | 6,646 | $249.9 萬 | 0.21% | +2,256+51.4% | 加碼 |
| Altiora Financial Group, LLC | 6,646 | $249.9 萬 | 0.72% | +1,435+27.5% | 加碼 |
| Resolute Wealth Strategies, LLC | 6,646 | $249.9 萬 | 1.70% | +116+1.8% | 加碼 |
| AllSquare Wealth Management LLC | 6,655 | $250.3 萬 | 1.54% | −26−0.4% | 減碼 |
| Park Edge Advisors, LLC | 6,659 | $250.4 萬 | 0.87% | −1,210−15.4% | 減碼 |
| Tobam | 6,661 | $250.5 萬 | 0.22% | +3,007+82.3% | 加碼 |
| Westshore Wealth, LLC | 6,663 | $250.6 萬 | 1.16% | −99−1.5% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 6,685 | $251.4 萬 | 0.93% | −239−3.5% | 減碼 |
| Birchbrook, Inc. | 6,688 | $251.5 萬 | 1.66% | +6,688 | 新進 |
| Ruggaard & Associates LLC | 6,689 | $251.5 萬 | 1.33% | +4+0.1% | 加碼 |
| FOCUS Wealth Advisors, LLC | 6,698 | $251.9 萬 | 1.59% | −203−2.9% | 減碼 |
| Watershed Asset Management, L.L.C. | 6,700 | $251.9 萬 | 2.94% | −1,600−19.3% | 減碼 |
| Olistico Wealth, LLC | 6,702 | $252.0 萬 | 1.97% | +454+7.3% | 加碼 |
| Orgel Wealth Management, LLC | 6,704 | $252.1 萬 | 0.07% | −195−2.8% | 減碼 |
| Ambassador Advisors, LLC | 6,254 | $253.7 萬 | 0.56% | +129+2.1% | 加碼 |
| Warren Street Wealth Advisors, LLC | 6,767 | $254.5 萬 | 1.44% | +956+16.5% | 加碼 |
| Tevis Investment Management | 6,774 | $254.7 萬 | 2.35% | +674+11.0% | 加碼 |
| Financial Advisors Network, Inc. | 6,777 | $254.8 萬 | 0.51% | −145−2.1% | 減碼 |
| Fiducient Advisors LLC | 6,781 | $255.0 萬 | 0.48% | −160−2.3% | 減碼 |
| Talisman Wealth Advisors LLC | 6,783 | $255.1 萬 | 3.78% | +887+15.0% | 加碼 |
| Neumann Capital Management, LLC | 6,785 | $255.2 萬 | 1.01% | −60−0.9% | 減碼 |
| Arbor Capital Management Inc | 6,888 | $255.3 萬 | 1.92% | −192−2.7% | 減碼 |
| Strata Wealth Advisors, LLC | 6,793 | $255.4 萬 | 1.01% | +950+16.3% | 加碼 |
| Primoris Wealth Advisors, LLC | 6,803 | $255.8 萬 | 2.41% | +827+13.8% | 加碼 |
| Zeit Capital LLC | 6,818 | $256.4 萬 | 2.20% | −500−6.8% | 減碼 |
| Thrive Capital Management, LLC | 6,834 | $257.0 萬 | 1.37% | +767+12.6% | 加碼 |
| Lakewood Asset Management LLC | 6,835 | $257.0 萬 | 2.00% | −38−0.6% | 減碼 |
| WealthCollab, LLC | 6,887 | $259.0 萬 | 2.02% | +6,887 | 新進 |
| Coastwise Capital Group, LLC | 6,896 | $259.3 萬 | 2.64% | +48+0.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 6,910 | $259.8 萬 | 1.00% | −24−0.3% | 減碼 |
| Retirement Capital Strategies | 6,922 | $260.3 萬 | 1.13% | −6−0.1% | 減碼 |
| West Wealth Group, LLC | 6,926 | $260.4 萬 | 1.03% | −152−2.1% | 減碼 |
| Empirical Asset Management, LLC | 6,930 | $260.6 萬 | 2.13% | +1,902+37.8% | 加碼 |
| Jessup Wealth Management, Inc | 6,935 | $260.8 萬 | 1.30% | −19−0.3% | 減碼 |
| Capstone Wealth Management Group, LLC | 6,939 | $260.9 萬 | 2.47% | −1,213−14.9% | 減碼 |
| Alterna Wealth Management, Inc | 6,941 | $261.0 萬 | 3.14% | +975+16.3% | 加碼 |
| Gill Capital Partners, LLC | 6,945 | $261.2 萬 | 1.10% | +282+4.2% | 加碼 |
| Silverleafe Capital Partners, LLC | 6,950 | $261.3 萬 | 1.24% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 6,972 | $262.2 萬 | 0.95% | +233+3.5% | 加碼 |
| Lipe & Dalton | 6,973 | $262.2 萬 | 1.42% | −130−1.8% | 減碼 |
| New World Advisors LLC | 6,987 | $262.7 萬 | 0.81% | −349−4.8% | 減碼 |
| Castleview Partners, LLC | 6,996 | $263.1 萬 | 1.84% | +2,436+53.4% | 加碼 |
| TD Capital Management LLC | 6,998 | $263.2 萬 | 0.30% | +13+0.2% | 加碼 |
| Onyx Financial Advisors, LLC | 7,003 | $263.3 萬 | 1.92% | +7,003 | 新進 |
| Community Bank of Raymore | 7,007 | $263.5 萬 | 1.16% | +65+0.9% | 加碼 |
| Prepared Retirement Institute LLC | 7,008 | $263.5 萬 | 1.97% | +7,008 | 新進 |
| Connective Portfolio Management, LLC | 7,014 | $263.8 萬 | 5.38% | +1,680+31.5% | 加碼 |
| BCS Wealth Management | 7,024 | $264.1 萬 | 0.97% | −100−1.4% | 減碼 |
| Blackston Financial Advisory Group, LLC | 7,024 | $264.1 萬 | 1.67% | −127−1.8% | 減碼 |
| Navalign, LLC | 7,031 | $264.4 萬 | 0.92% | −858−10.9% | 減碼 |
| Seelaus Asset Management LLC | 7,031 | $264.4 萬 | 2.57% | −484−6.4% | 減碼 |
| BOS Asset Management, LLC | 7,035 | $264.5 萬 | 1.81% | +139+2.0% | 加碼 |
| Private Capital Advisors, Inc. | 7,039 | $264.7 萬 | 0.40% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 7,046 | $265.0 萬 | 1.03% | −4−0.1% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,058 | $265.4 萬 | 0.47% | +427+6.4% | 加碼 |
| Pettinga Financial Advisors, LLC | 7,099 | $266.9 萬 | 0.72% | +186+2.7% | 加碼 |
| Beacon Capital Management, LLC | 8,480 | $267.7 萬 | 0.75% | −281−3.2% | 減碼 |
| New Insight Wealth Advisors | 7,121 | $267.8 萬 | 1.80% | +7,121 | 新進 |
| Legacy Financial Strategies, LLC | 7,145 | $268.7 萬 | 0.77% | +147+2.1% | 加碼 |
| Watershed Private Wealth LLC | 7,148 | $268.8 萬 | 1.49% | −9−0.1% | 減碼 |
| GenTrust, LLC | 7,148 | $268.8 萬 | 0.18% | −147−2.0% | 減碼 |
| Burton Enright Welch | 7,150 | $268.9 萬 | 0.72% | −288−3.9% | 減碼 |
| Meridian Wealth Partners, LLC | 7,194 | $270.5 萬 | 0.52% | +138+2.0% | 加碼 |
| Latitude Advisors, LLC | 7,202 | $270.8 萬 | 1.90% | +95+1.3% | 加碼 |
| SFG Wealth Management, LLC. | 7,205 | $270.9 萬 | 1.80% | +10.0% | 加碼 |
| Advisory Resource Group | 7,211 | $271.2 萬 | 0.68% | −217−2.9% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 7,223 | $271.6 萬 | 2.20% | +4+0.1% | 加碼 |
| Clearwater Capital Advisors, LLC | 7,229 | $271.8 萬 | 0.30% | +162+2.3% | 加碼 |
| Triumph Capital Management | 7,233 | $272.0 萬 | 1.15% | −2,797−27.9% | 減碼 |
| Shira Ridge Wealth Management | 7,233 | $272.0 萬 | 1.63% | +19+0.3% | 加碼 |
| NinePointTwo Capital | 7,242 | $272.3 萬 | 1.08% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 7,248 | $272.5 萬 | 0.82% | +612+9.2% | 加碼 |
| Heritage Wealth Partners, LLC | 7,253 | $272.8 萬 | 5.57% | −9−0.1% | 減碼 |
| Financial Advisory Group | 7,275 | $273.6 萬 | 0.52% | −218−2.9% | 減碼 |
| Taylor Financial Group, Inc. | 7,284 | $273.9 萬 | 2.25% | +7,284 | 新進 |
| Human Investing LLC | 7,286 | $274.0 萬 | 0.59% | −666−8.4% | 減碼 |
| Mascoma Wealth Management LLC | 7,291 | $274.2 萬 | 0.82% | −221−2.9% | 減碼 |
| Lion Street Advisors, LLC | 7,299 | $274.5 萬 | 1.12% | −51−0.7% | 減碼 |
| Atlas Private Wealth Management | 7,301 | $274.6 萬 | 1.29% | −104−1.4% | 減碼 |
| FirstPurpose Wealth LLC | 7,305 | $274.7 萬 | 1.05% | +1,484+25.5% | 加碼 |
| Privium Fund Management (UK) Ltd | 7,373 | $274.8 萬 | 1.87% | +2,679+57.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 7,313 | $275.0 萬 | 0.95% | −343−4.5% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 7,313 | $275.0 萬 | 1.38% | +33+0.5% | 加碼 |
| Hara Capital LLC | 7,324 | $275.4 萬 | 1.94% | +7,324 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 7,355 | $276.6 萬 | 1.16% | +296+4.2% | 加碼 |