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Livermore
Livermore
ZHEN

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; 6,247 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, Q3 2023

Institutional positions in Microsoft Corp as of Sep 30, 2023. 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
4,861
+100 vs. Q2 2023
Shares held
5.26B
+3.04M (+0.1%) vs. Q2 2023
Total value
$1.66T
−$123.4B (−6.9%) vs. Q2 2023
New holders
190
2,207 more added
Sold out
90
2,102 more reduced

54 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 4,861 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ3 2023: $1.66T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2023.

Institutions holding MSFT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Capital Holdings Inc10$3.16K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC45$14.2K0.00%00.0%Unchanged
Cordant, Inc.46$14.5K0.01%00.0%Unchanged
Savior LLC50$15.8K0.11%00.0%Unchanged
Insight Financial Services65$20.7K0.04%00.0%Unchanged
Advisors Preferred, LLC77$24.8K0.01%+16+26.2%Added
Kathleen S. Wright Associates Inc.89$28.1K0.02%00.0%Unchanged
Lion Point Capital, LP100$31.6K0.03%00.0%Unchanged
West Tower Group, LLC103$32.5K0.02%−265−72.0%Reduced
DB Fitzpatrick & Co, Inc108$34.1K0.04%+13+13.7%Added
Thomas J. Herzfeld Advisors, Inc.127$40.1K0.02%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC150$47.4K0.02%−42−21.9%Reduced
PayPay Securities Corp152$48.0K2.32%+25+19.7%Added
Wells Financial Advisors INC170$53.7K0.04%00.0%Unchanged
Infini Capital Management Ltd175$55.3K0.26%+175New
Atlantic Private Wealth, LLC184$58.1K0.06%00.0%Unchanged
Avondale Wealth Management196$61.9K0.05%00.0%Unchanged
Gleason Group, Inc.200$63.0K0.02%+1+0.5%Added
E Fund Management (Hong Kong) Co., Ltd.203$64.0K0.04%−2,089−91.1%Reduced
Team Financial Group, LLC205$64.7K0.05%+205New
Cutler Group LP210$66.0K0.01%−71−25.3%Reduced
Hibernia Wealth Partners, LLC219$69.2K0.05%+219New
Iron Horse Wealth Management, LLC223$70.4K0.03%+105+89.0%Added
PFG Private Wealth Management, LLC224$70.6K0.05%−510−69.5%Reduced
Morgan Dempsey Capital Management LLC250$78.9K0.02%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd34,304$84.8K2.47%00.0%Unchanged
Authentikos Wealth Advisory, LLC275$86.8K0.08%+275New
Legend Financial Advisors, Inc.302$95.4K0.08%−124−29.1%Reduced
Carolina Wealth Advisors, LLC306$96.6K0.05%+3+1.0%Added
Grayhawk Investment Strategies Inc.315$99.5K0.07%00.0%Unchanged
Evolution Advisers, Inc.330$104.0K0.08%00.0%Unchanged
Bromfield Sneider Wealth Advisors354$111.8K0.08%−90−20.3%Reduced
Family CFO Inc359$113.4K0.08%+43+13.6%Added
Beutel, Goodman & Co Ltd.411$129.0K0.00%00.0%Unchanged
Luken Investment Analytics, LLC414$130.7K0.08%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.426$134.5K0.15%+4+0.9%Added
Disciplined Equity Management, Inc.430$135.8K0.11%00.0%Unchanged
Bay Harbor Wealth Management, LLC500$157.9K0.07%−742−59.7%Reduced
Roth Financial Partners LLC500$157.9K0.10%00.0%Unchanged
swisspartners Advisors Ltd640$185.0K0.16%00.0%Unchanged
Your Advocates Ltd., LLP592$186.9K0.11%00.0%Unchanged
WFA Asset Management Corp625$197.4K0.12%+8+1.3%Added
Hussman Strategic Advisors, Inc.630$198.9K0.04%−300−32.3%Reduced
Letko, Brosseau & Associates Inc638$201.4K0.00%−10−1.5%Reduced
Stone House Investment Management, LLC645$203.7K0.07%+23+3.7%Added
Chartist Inc648$204.5K0.15%+1+0.2%Added
Starfox Financial Services, LLC581$205.0K0.22%+581New
Cornerstone Advisors Asset Management, LLC650$205.2K0.08%−18−2.7%Reduced
JFG Wealth Management, LLC650$205.2K0.07%00.0%Unchanged
Spectrum Financial Alliance Ltd LLC627$205.5K0.10%+627New
Nebula Research & Development LLC651$205.6K0.11%−797−55.0%Reduced
Fusion Family Wealth LLC657$207.4K0.03%00.0%Unchanged
Cornerstone Management, Inc.658$207.8K0.06%00.0%Unchanged
BCM Advisors, LLC574$208.5K0.06%−55−8.7%Reduced
Asset Allocation Strategies LLC663$209.3K0.10%+22+3.4%Added
Flagship Private Wealth, LLC668$210.9K0.19%+24+3.7%Added
Fischer Investment Strategies, LLC674$212.8K0.22%00.0%Unchanged
Stapp Wealth Management, PLLC676$213.4K0.41%00.0%Unchanged
Safir Wealth Advisors, LLC680$214.7K0.21%00.0%Unchanged
Stewardship Advisors, LLC683$215.7K0.08%+683New
JDM Financial Group LLC691$218.1K0.20%−7−1.0%Reduced
Fulcrum Equity Management692$218.3K0.26%+692New
Ruane, Cunniff & Goldfarb L.P.692$218.5K0.00%00.0%Unchanged
Pinnacle Family Advisors, LLC693$218.7K0.13%−131−15.9%Reduced
Advanced Research Investment Solutions, LLC695$219.4K0.14%−1,494−68.3%Reduced
Greylin Investment Mangement Inc700$221.0K0.04%00.0%Unchanged
New England Professional Planning Group Inc.702$221.7K0.14%00.0%Unchanged
GenWealth Group, Inc.707$223.2K0.07%00.0%Unchanged
J2 Capital Management Inc708$223.6K0.28%+35+5.2%Added
Betterment LLC711$224.0K0.00%+711New
Halpern Financial, Inc.712$224.8K0.08%+7+1.0%Added
Weybosset Research & Management LLC713$225.0K0.09%00.0%Unchanged
Portland Hill Asset Management Ltd731$231.0K0.60%00.0%Unchanged
Altrius Capital Management Inc735$232.1K0.07%+735New
GR Financial Group, LLC740$233.7K0.07%+1+0.1%Added
Mycio Wealth Partners, LLC741$234.0K0.07%+741New
Straight Path Wealth Management746$235.6K0.16%+137+22.5%Added
Prospect Hill Management, LLC750$236.8K0.16%+750New
Jacobson & Schmitt Advisors, LLC751$237.1K0.07%+751New
Eq LLC754$238.3K0.18%+30+4.1%Added
NorthLanding Financial Partners, LLC761$240.2K0.31%+1+0.1%Added
Strid Group, LLC761$240.3K0.05%−65−7.9%Reduced
McNamara Financial Services, Inc.763$240.9K0.06%−100−11.6%Reduced
Corepath Wealth Partners LLC736$241.2K0.15%+44+6.4%Added
Skylands Capital, LLC765$241.5K0.04%00.0%Unchanged
Sandbar Asset Management LLP767$242.0K0.79%+767New
Saba Capital Management, L.P.767$242.2K0.01%−192−20.0%Reduced
Core Wealth Advisors, Inc.775$244.7K0.10%+20+2.6%Added
Beddow Capital Management Inc775$245.0K0.12%00.0%Unchanged
ShankerValleau Wealth Advisors, Inc.776$245.0K0.14%00.0%Unchanged
Hapanowicz & Associates Financial Services, Inc776$245.0K0.17%00.0%Unchanged
Sterling Investment Advisors LLC776$245.2K0.16%+133+20.7%Added
Pacific Wealth Management779$245.9K0.16%+2+0.3%Added
Lee Johnson Capital Management, LLC781$246.7K0.23%−19−2.4%Reduced
Josh Arnold Investment Consultant, LLC767$246.8K0.26%−50−6.1%Reduced
Capital CS Group, LLC784$247.5K0.29%−2,611−76.9%Reduced
Sykon Capital LLC786$248.2K0.11%+786New
Wooster Corthell Wealth Management, Inc.788$248.9K0.07%−28−3.4%Reduced
Maryland Capital Advisors Inc.789$249.1K0.19%−36−4.4%Reduced
Lam Group, Inc.799$252.3K0.25%00.0%Unchanged