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; 6,248 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
- 4,862
- +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
- 2,103 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Financial Group, Inc. | 5,021 | $1.59M | 0.78% | +6+0.1% | Added |
| Ironwood Investment Management LLC | 5,026 | $1.59M | 0.97% | −653−11.5% | Reduced |
| Empirical Asset Management, LLC | 5,028 | $1.59M | 1.38% | +330+7.0% | Added |
| BetterWealth, LLC | 5,028 | $1.59M | 0.64% | +711+16.5% | Added |
| Lionsbridge Wealth Management LLC | 5,032 | $1.59M | 1.51% | −196−3.7% | Reduced |
| Planning Alternatives Ltd | 5,041 | $1.59M | 0.31% | +200+4.1% | Added |
| Motive Wealth Advisors | 5,046 | $1.59M | 1.75% | −326−6.1% | Reduced |
| Family Asset Management, LLC | 5,069 | $1.60M | 1.18% | −21−0.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,088 | $1.61M | 1.37% | +4+0.1% | Added |
| Rock Point Advisors, LLC | 5,105 | $1.61M | 0.56% | −218−4.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 5,121 | $1.62M | 1.14% | −96−1.8% | Reduced |
| Revisor Wealth Management LLC | 5,131 | $1.62M | 1.38% | +880+20.7% | Added |
| 1620 Investment Advisors, Inc. | 5,135 | $1.62M | 1.88% | +825+19.1% | Added |
| Kraft, Davis & Associates, LLC | 5,192 | $1.62M | 0.61% | −7−0.1% | Reduced |
| Atwood & Palmer Inc | 5,138 | $1.62M | 0.14% | +50+1.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,139 | $1.62M | 0.14% | −1,555−23.2% | Reduced |
| Claris Advisors, LLC | 5,140 | $1.62M | 1.04% | +20.0% | Added |
| Johnson & White Wealth Management, LLC | 5,143 | $1.62M | 1.47% | +5,143 | New |
| 4J Wealth Management LLC | 5,150 | $1.63M | 1.62% | −54−1.0% | Reduced |
| RIA Advisory Group LLC | 5,171 | $1.63M | 0.73% | −1,553−23.1% | Reduced |
| Strategic Financial Concepts, LLC | 5,184 | $1.64M | 0.55% | +172+3.4% | Added |
| Inspirion Wealth Advisors, LLC | 5,196 | $1.64M | 0.32% | +149+3.0% | Added |
| KRS Capital Management, LLC | 5,197 | $1.64M | 1.75% | +187+3.7% | Added |
| Shulman DeMeo Asset Management LLC | 5,197 | $1.64M | 0.55% | −353−6.4% | Reduced |
| WMG Financial Advisors, LLC | 5,207 | $1.64M | 1.40% | +1,039+24.9% | Added |
| Dixon Fnancial Services, Inc. | 5,210 | $1.65M | 1.11% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 5,211 | $1.65M | 0.96% | −253−4.6% | Reduced |
| Altiora Financial Group, LLC | 5,211 | $1.65M | 0.76% | +155+3.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,211 | $1.65M | 0.46% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 5,212 | $1.65M | 0.25% | −1,069−17.0% | Reduced |
| Granite Harbor Advisors, Inc. | 5,217 | $1.65M | 1.32% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 5,220 | $1.65M | 0.08% | +146+2.9% | Added |
| LGT Financial Advisors LLC | 5,222 | $1.65M | 2.10% | −3,719−41.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 5,229 | $1.65M | 1.07% | +1,695+48.0% | Added |
| Adamsbrown Wealth Consultants LLC | 5,229 | $1.65M | 0.81% | +80+1.6% | Added |
| Goldstone Financial Group, LLC | 5,237 | $1.65M | 0.49% | −456−8.0% | Reduced |
| Global Assets Advisory, LLC | 5,245 | $1.66M | 1.46% | +147+2.9% | Added |
| Richmond Brothers, Inc. | 5,247 | $1.66M | 3.11% | −1,920−26.8% | Reduced |
| Cravens & Co Advisors, LLC | 5,259 | $1.66M | 1.56% | −48−0.9% | Reduced |
| Aurora Private Wealth, Inc. | 5,264 | $1.66M | 1.84% | +1,472+38.8% | Added |
| BigSur Wealth Management LLC | 5,281 | $1.67M | 0.84% | +200+3.9% | Added |
| G&S Capital LLC | 5,285 | $1.67M | 0.85% | +1,048+24.7% | Added |
| IFG Advisors, LLC | 5,293 | $1.67M | 0.59% | −26−0.5% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,296 | $1.67M | 2.04% | +879+19.9% | Added |
| Fiduciary Planning LLC | 5,318 | $1.68M | 0.79% | −453−7.8% | Reduced |
| Petra Financial Advisors Inc | 5,323 | $1.68M | 1.40% | +2,500+88.6% | Added |
| 360 Financial, Inc. | 5,233 | $1.68M | 1.05% | −717−12.1% | Reduced |
| Connective Portfolio Management, LLC | 5,334 | $1.68M | 5.13% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,347 | $1.69M | 2.63% | +1,378+34.7% | Added |
| Kure Advisory, LLC | 5,347 | $1.69M | 0.96% | +5,347 | New |
| Droms Strauss Advisors Inc | 5,349 | $1.69M | 0.73% | −96−1.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,350 | $1.69M | 1.37% | +26+0.5% | Added |
| Security Financial Services, INC. | 5,384 | $1.70M | 0.48% | +15+0.3% | Added |
| Cook Wealth Management Group LLC | 5,190 | $1.70M | 1.31% | +2,050+65.3% | Added |
| Blue Bell Private Wealth Management, LLC | 5,403 | $1.71M | 0.46% | +453+9.2% | Added |
| Capasso Planning Partners LLC | 5,409 | $1.71M | 0.91% | +48+0.9% | Added |
| Marotta Asset Management | 5,409 | $1.71M | 0.40% | +36+0.7% | Added |
| PrairieView Partners, LLC | 5,421 | $1.71M | 0.23% | −1,281−19.1% | Reduced |
| Echo45 Advisors LLC | 5,423 | $1.71M | 1.45% | −272−4.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,424 | $1.71M | 0.36% | +2,022+59.4% | Added |
| Portolan Capital Management, LLC | 5,425 | $1.71M | 0.16% | +8+0.1% | Added |
| Old North State Wealth Management, LLC | 5,426 | $1.72M | 1.51% | +24+0.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,455 | $1.72M | 0.86% | +108+2.0% | Added |
| Investmark Advisory Group LLC | 5,466 | $1.73M | 1.17% | +104+1.9% | Added |
| Eagle Harbor Asset Management Inc | 5,473 | $1.73M | 2.27% | +10.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,073 | $1.73M | 0.80% | +477+10.4% | Added |
| Comprehensive Wealth Management, LLC | 5,475 | $1.73M | 1.63% | −67−1.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,485 | $1.73M | 0.57% | +11+0.2% | Added |
| Calton & Associates, Inc. | 5,487 | $1.73M | 2.53% | −4,917−47.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,489 | $1.73M | 0.21% | +84+1.6% | Added |
| Grant Street Asset Management, Inc. | 5,500 | $1.74M | 0.70% | −561−9.3% | Reduced |
| Artal Group S.A. | 5,500 | $1.74M | 0.08% | +2,500+83.3% | Added |
| Tolleson Wealth Management, Inc. | 5,523 | $1.74M | 0.42% | +305+5.8% | Added |
| Crew Capital Management, Ltd. | 5,532 | $1.75M | 1.88% | −2,409−30.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,542 | $1.75M | 1.50% | −2,657−32.4% | Reduced |
| Wolf Group Capital Advisors | 5,553 | $1.75M | 0.83% | +12+0.2% | Added |
| Macroview Investment Management LLC | 5,567 | $1.76M | 2.36% | +5,557+55,570.0% | Added |
| Cedrus LLC | 5,570 | $1.76M | 1.25% | −787−12.4% | Reduced |
| Clearview Wealth Advisors LLC | 5,596 | $1.77M | 2.19% | −243−4.2% | Reduced |
| QP Wealth Management, LLC | 5,598 | $1.77M | 3.08% | −1,801−24.3% | Reduced |
| Kades & Cheifetz LLC | 5,599 | $1.77M | 1.40% | +32+0.6% | Added |
| Twelve Points Wealth Management LLC | 5,616 | $1.77M | 0.88% | −363−6.1% | Reduced |
| Hexagon Capital Partners LLC | 5,639 | $1.78M | 0.47% | +25+0.4% | Added |
| Index Fund Advisors, Inc. | 5,639 | $1.78M | 0.12% | +723+14.7% | Added |
| White Lighthouse Investment Management Inc. | 5,653 | $1.79M | 0.43% | +152+2.8% | Added |
| Sterling Group Wealth Management, LLC | 5,657 | $1.79M | 1.69% | +100+1.8% | Added |
| Accel Wealth Management | 5,667 | $1.79M | 1.00% | +528+10.3% | Added |
| One Day In July LLC | 5,669 | $1.79M | 0.32% | +1,922+51.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,671 | $1.79M | 0.42% | +2,249+65.7% | Added |
| EWG Elevate Inc. | 5,677 | $1.79M | 0.81% | −107−1.8% | Reduced |
| Abound Wealth Management | 5,678 | $1.79M | 0.76% | +295+5.5% | Added |
| Magnolia Capital Management Ltd | 5,684 | $1.79M | 1.74% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 5,688 | $1.80M | 0.72% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,702 | $1.80M | 1.35% | −220−3.7% | Reduced |
| Emfo, LLC | 5,769 | $1.82M | 1.72% | +20.0% | Added |
| Kennon-Green & Company, LLC | 5,774 | $1.82M | 1.81% | −20.0% | Reduced |
| Falcon Wealth Planning | 5,796 | $1.83M | 0.40% | +895+18.3% | Added |
| Warren Street Wealth Advisors, LLC | 5,811 | $1.83M | 1.21% | +407+7.5% | Added |
| FirstPurpose Wealth LLC | 5,821 | $1.84M | 0.79% | −31−0.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 5,825 | $1.84M | 2.38% | 00.0% | Unchanged |