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 |
|---|---|---|---|---|---|
| Campion Asset Management LLC | 5,834 | $1.84M | 1.70% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 5,843 | $1.85M | 0.89% | +5,843 | New |
| Prostatis Group LLC | 5,751 | $1.85M | 0.90% | −44,493−88.6% | Reduced |
| Summit Wealth Partners, LLC | 5,851 | $1.85M | 0.47% | −490−7.7% | Reduced |
| Check Capital Management Inc | 5,869 | $1.85M | 0.16% | +65+1.1% | Added |
| Talisman Wealth Advisors LLC | 5,896 | $1.86M | 3.22% | −44−0.7% | Reduced |
| MorganRosel Wealth Management, LLC | 5,902 | $1.86M | 0.78% | +4,337+277.1% | Added |
| Hill Investment Group Partners, LLC | 5,925 | $1.87M | 0.31% | +3,200+117.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 5,930 | $1.87M | 1.60% | +190+3.3% | Added |
| Intelligent Financial Strategies | 5,937 | $1.87M | 1.39% | +10.0% | Added |
| Cypress Capital, LLC | 5,939 | $1.88M | 0.55% | −1,645−21.7% | Reduced |
| Norwood Financial Corp | 5,944 | $1.88M | 3.04% | −17−0.3% | Reduced |
| Professional Financial Advisors, LLC | 5,956 | $1.88M | 0.85% | −59−1.0% | Reduced |
| Intrepid Financial Planning Group LLC | 5,963 | $1.88M | 0.98% | −405−6.4% | Reduced |
| Alterna Wealth Management, Inc | 5,966 | $1.88M | 2.41% | +32+0.5% | Added |
| Sherbrooke Park Advisers LLC | 5,968 | $1.88M | 0.60% | +5,068+563.1% | Added |
| Primoris Wealth Advisors, LLC | 5,976 | $1.89M | 2.28% | −66−1.1% | Reduced |
| US Financial Advisors, LLC | 5,989 | $1.89M | 0.79% | −413−6.5% | Reduced |
| Tanager Wealth Management LLP | 5,995 | $1.89M | 0.39% | +676+12.7% | Added |
| Viking Fund Management LLC | 6,000 | $1.89M | 0.38% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 6,000 | $1.89M | 0.11% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.90M | 0.42% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 6,000 | $1.90M | 0.91% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 6,031 | $1.90M | 1.71% | +294+5.1% | Added |
| Copperwynd Financial, LLC | 6,038 | $1.91M | 0.90% | −295−4.7% | Reduced |
| Heartwood Wealth Advisors LLC | 6,052 | $1.91M | 0.28% | −117−1.9% | Reduced |
| Thrive Capital Management, LLC | 6,067 | $1.92M | 1.06% | +1,035+20.6% | Added |
| Guild Investment Management, Inc. | 6,076 | $1.92M | 3.22% | +114+1.9% | Added |
| Rooted Wealth Advisors, Inc. | 5,201 | $1.92M | 1.18% | +731+16.4% | Added |
| Tennessee Valley Asset Management Partners | 6,095 | $1.92M | 0.63% | −153−2.4% | Reduced |
| Tevis Investment Management | 6,100 | $1.93M | 1.95% | +43+0.7% | Added |
| Bishop Rock Capital, L.P. | 6,119 | $1.93M | 7.93% | −9,132−59.9% | Reduced |
| Unique Wealth, LLC | 6,121 | $1.93M | 0.81% | +1,790+41.3% | Added |
| Cooper/Haims Advisors, LLC | 6,124 | $1.93M | 1.50% | +47+0.8% | Added |
| Clifford Group, LLC | 6,125 | $1.93M | 2.10% | +47+0.8% | Added |
| RVW Wealth, LLC | 6,128 | $1.93M | 0.23% | +83+1.4% | Added |
| Cornercap Investment Counsel Inc | 6,128 | $1.93M | 0.35% | +96+1.6% | Added |
| Hilltop Partners LLC | 6,138 | $1.94M | 0.82% | +843+15.9% | Added |
| Tealwood Asset Management Inc | 6,149 | $1.94M | 1.00% | +83+1.4% | Added |
| Seed Wealth Management, Inc. | 6,162 | $1.95M | 2.19% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 6,163 | $1.95M | 1.82% | +317+5.4% | Added |
| Rain Capital Management, LLC | 6,163 | $1.95M | 1.90% | +55+0.9% | Added |
| Magnetar Financial LLC | 6,177 | $1.95M | 0.05% | +6,177 | New |
| Hummer Financial Advisory Services Inc | 6,200 | $1.96M | 2.00% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 6,205 | $1.96M | 3.20% | +160+2.6% | Added |
| Private Management Group Inc | 6,210 | $1.96M | 0.08% | +422+7.3% | Added |
| Per Stirling Capital Management, LLC. | 6,216 | $1.96M | 0.41% | +152+2.5% | Added |
| Olistico Wealth, LLC | 6,248 | $1.97M | 1.76% | +39+0.6% | Added |
| Golden Green, Inc. | 6,250 | $1.97M | 2.07% | +296+5.0% | Added |
| Samjo Capital LLC | 6,250 | $1.97M | 0.78% | +6,250 | New |
| Ascension Capital Advisors, Inc. | 6,258 | $1.98M | 1.14% | −492−7.3% | Reduced |
| Impact Partnership Wealth, LLC | 6,272 | $1.98M | 0.62% | +3,591+133.9% | Added |
| Hill Island Financial LLC | 6,277 | $1.98M | 0.79% | +241+4.0% | Added |
| DAGCO, Inc. | 3,925 | $1.99M | 1.15% | −8,861−69.3% | Reduced |
| Cortland Associates Inc | 6,297 | $1.99M | 0.31% | −30.0% | Reduced |
| ERTS Wealth Advisors, LLC | 6,305 | $1.99M | 0.48% | +41+0.7% | Added |
| Wallace Advisory Group, LLC | 5,861 | $2.00M | 1.43% | −264−4.3% | Reduced |
| Pearl River Capital, LLC | 6,325 | $2.00M | 0.31% | +6,325 | New |
| Tillman Hartley LLC | 6,326 | $2.00M | 0.82% | −1,224−16.2% | Reduced |
| Charter Research & Investment Group, Inc. | 6,329 | $2.00M | 1.80% | 00.0% | Unchanged |
| Vanderbilt University | 6,348 | $2.00M | 0.52% | +6,348 | New |
| Ategra Capital Management, LLC | 6,364 | $2.01M | 1.10% | +1,299+25.6% | Added |
| Horan Securities, Inc. | 6,370 | $2.01M | 1.07% | −93−1.4% | Reduced |
| Rocky Mountain Advisers, LLC | 6,372 | $2.01M | 0.98% | +148+2.4% | Added |
| Alterity Financial Group, LLC | 6,375 | $2.01M | 3.19% | +179+2.9% | Added |
| Joseph Group Capital Management | 6,384 | $2.02M | 1.45% | −147−2.3% | Reduced |
| First Affirmative Financial Network | 6,388 | $2.02M | 1.97% | +276+4.5% | Added |
| DecisionPoint Financial, LLC | 6,396 | $2.02M | 1.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,399 | $2.02M | 0.00% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 6,405 | $2.02M | 1.32% | −386−5.7% | Reduced |
| Pathway Financial Advisors LLC | 6,412 | $2.02M | 0.69% | +210+3.4% | Added |
| Paragon Advisors, LLC | 6,414 | $2.02M | 0.84% | −2,094−24.6% | Reduced |
| First National Bank Sioux Falls | 6,416 | $2.03M | 1.21% | −270−4.0% | Reduced |
| Matrix Trust Co | 6,419 | $2.03M | 0.53% | +104+1.6% | Added |
| Financial Management Professionals, Inc. | 6,442 | $2.03M | 0.36% | +1,953+43.5% | Added |
| Granger Management LLC | 6,449 | $2.04M | 0.86% | −37−0.6% | Reduced |
| Coho Partners, Ltd. | 6,474 | $2.04M | 0.04% | −26−0.4% | Reduced |
| Braun-Bostich & Associates Inc. | 6,489 | $2.05M | 3.82% | +2,971+84.5% | Added |
| Sharkey, Howes & Javer | 6,491 | $2.05M | 0.39% | +10.0% | Added |
| Oasis Management Co Ltd. | 6,500 | $2.05M | 0.55% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,505 | $2.05M | 0.81% | +1,677+34.7% | Added |
| Fca Corp | 6,509 | $2.06M | 0.77% | −22−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,511 | $2.06M | 0.68% | −43−0.7% | Reduced |
| Johnson Bixby & Associates, LLC | 6,520 | $2.06M | 0.43% | −250−3.7% | Reduced |
| Triad Financial Advisors, Inc. | 6,527 | $2.06M | 0.73% | +744+12.9% | Added |
| Triton Wealth Management, PLLC | 5,836 | $2.06M | 1.39% | −523−8.2% | Reduced |
| Resolute Wealth Strategies, LLC | 6,530 | $2.06M | 1.54% | +338+5.5% | Added |
| Texas Capital Bancshares Inc | 6,533 | $2.06M | 1.14% | +99+1.5% | Added |
| Retirement Income Solutions, Inc | 6,539 | $2.06M | 0.58% | −142−2.1% | Reduced |
| Trevian Wealth Management LLC | 6,544 | $2.07M | 1.90% | +6,544 | New |
| Shaker Investments LLC | 6,567 | $2.07M | 1.14% | +3,864+143.0% | Added |
| Wolff Financial Management LLC | 6,584 | $2.08M | 0.71% | +6,584 | New |
| Ade, LLC | 6,595 | $2.08M | 1.57% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 6,603 | $2.08M | 1.56% | +231+3.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 6,340 | $2.09M | 1.69% | +3,415+116.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,631 | $2.09M | 0.41% | +3,429+107.1% | Added |
| Northwest Wealth Management, LLC | 6,636 | $2.10M | 0.75% | −11−0.2% | Reduced |
| Gill Capital Partners, LLC | 6,663 | $2.10M | 0.93% | −26−0.4% | Reduced |
| BluePath Capital Management, LLC | 6,679 | $2.11M | 1.94% | +6,679 | New |
| AllSquare Wealth Management LLC | 6,681 | $2.11M | 1.38% | +150+2.3% | Added |