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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 6,685 | $2.11M | 1.26% | −42−0.6% | Reduced |
| Raleigh Capital Management Inc. | 6,687 | $2.11M | 1.08% | +443+7.1% | Added |
| Paulson Wealth Management Inc. | 6,694 | $2.11M | 0.74% | +684+11.4% | Added |
| Paul Damon & Associates, Inc. | 6,702 | $2.12M | 1.40% | −53−0.8% | Reduced |
| Scott Investment Partners LLP | 6,700 | $2.12M | 4.86% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6,739 | $2.13M | 1.06% | +724+12.0% | Added |
| Westshore Wealth, LLC | 6,762 | $2.14M | 1.19% | −306−4.3% | Reduced |
| Rock Creek Group, LP | 6,804 | $2.15M | 0.28% | −2,926−30.1% | Reduced |
| Alden Global Capital LLC | 6,810 | $2.15M | 1.46% | −862−11.2% | Reduced |
| Neumann Capital Management, LLC | 6,845 | $2.16M | 0.94% | −240−3.4% | Reduced |
| Coastwise Capital Group, LLC | 6,848 | $2.16M | 2.48% | +776+12.8% | Added |
| Lakewood Asset Management LLC | 6,873 | $2.17M | 1.77% | −1,187−14.7% | Reduced |
| SRN Advisors, LLC | 6,895 | $2.18M | 2.16% | −528−7.1% | Reduced |
| WealthTrust Asset Management, LLC | 6,895 | $2.18M | 2.03% | +8+0.1% | Added |
| BOS Asset Management, LLC | 6,896 | $2.18M | 1.60% | −20−0.3% | Reduced |
| Orgel Wealth Management, LLC | 6,899 | $2.18M | 0.07% | +1,554+29.1% | Added |
| FOCUS Wealth Advisors, LLC | 6,901 | $2.18M | 1.51% | +596+9.5% | Added |
| Pettinga Financial Advisors, LLC | 6,913 | $2.18M | 0.66% | −65−0.9% | Reduced |
| Detalus Advisors, LLC | 6,921 | $2.19M | 1.02% | −190−2.7% | Reduced |
| Financial Advisors Network, Inc. | 6,922 | $2.19M | 0.49% | +6,922 | New |
| Doheny Asset Management | 6,922 | $2.19M | 2.12% | −825−10.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,924 | $2.19M | 0.92% | +90+1.3% | Added |
| Retirement Capital Strategies | 6,928 | $2.19M | 1.02% | −585−7.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,934 | $2.19M | 0.92% | −109−1.5% | Reduced |
| Fiducient Advisors LLC | 6,941 | $2.19M | 0.12% | +5,379+344.4% | Added |
| Phillips Wealth Planners LLC | 6,615 | $2.19M | 2.97% | +16+0.2% | Added |
| Community Bank of Raymore | 6,942 | $2.19M | 1.02% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 6,946 | $2.19M | 1.91% | −194−2.7% | Reduced |
| Silverleafe Capital Partners, LLC | 6,950 | $2.19M | 1.12% | +10.0% | Added |
| Jessup Wealth Management, Inc | 6,954 | $2.20M | 1.27% | −1,993−22.3% | Reduced |
| Genesee Capital Advisors, LLC | 6,978 | $2.20M | 1.58% | −229−3.2% | Reduced |
| TD Capital Management LLC | 6,985 | $2.21M | 0.27% | +20.0% | Added |
| Full Sail Capital, LLC | 6,998 | $2.21M | 0.19% | −35−0.5% | Reduced |
| Burns Matteson Capital Management, LLC | 7,001 | $2.21M | 1.41% | −240−3.3% | Reduced |
| WealthCare Investment Partners, LLC | 6,872 | $2.21M | 1.35% | +29+0.4% | Added |
| Spotlight Asset Group, Inc. | 7,037 | $2.22M | 2.02% | +214+3.1% | Added |
| KFA Private Wealth Group, LLC | 7,042 | $2.22M | 0.92% | +284+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,044 | $2.22M | 0.50% | +718+11.3% | Added |
| WestHill Financial Advisors, Inc. | 7,047 | $2.23M | 0.65% | +703+11.1% | Added |
| TrueWealth Advisors, LLC | 7,050 | $2.23M | 0.94% | +808+12.9% | Added |
| Meridian Wealth Partners, LLC | 7,056 | $2.23M | 0.46% | −49−0.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,059 | $2.23M | 1.07% | −9−0.1% | Reduced |
| Clearwater Capital Advisors, LLC | 7,067 | $2.23M | 0.27% | −16−0.2% | Reduced |
| Clark Asset Management, LLC | 7,072 | $2.23M | 0.96% | +2,653+60.0% | Added |
| West Wealth Group, LLC | 7,078 | $2.23M | 0.98% | −565−7.4% | Reduced |
| Elmwood Wealth Management, Inc. | 7,082 | $2.24M | 1.08% | −6−0.1% | Reduced |
| Winning Points Advisors, LLC | 7,134 | $2.24M | 3.96% | −762−9.7% | Reduced |
| Axq Capital, LP | 7,100 | $2.24M | 0.79% | +5,800+446.2% | Added |
| Lipe & Dalton | 7,103 | $2.24M | 1.35% | −70−1.0% | Reduced |
| Latitude Advisors, LLC | 7,107 | $2.24M | 1.61% | +105+1.5% | Added |
| Ambassador Advisors, LLC | 6,125 | $2.25M | 0.55% | −751−10.9% | Reduced |
| BCS Wealth Management | 7,124 | $2.25M | 0.94% | +7,124 | New |
| Rappaport Reiches Capital Management, LLC | 7,146 | $2.26M | 0.95% | +246+3.6% | Added |
| Blackston Financial Advisory Group, LLC | 7,151 | $2.26M | 1.57% | +550+8.3% | Added |
| Watershed Private Wealth LLC | 7,157 | $2.26M | 1.39% | −500−6.5% | Reduced |
| Element Pointe Advisors, LLC | 7,158 | $2.26M | 0.72% | +348+5.1% | Added |
| Astoria Portfolio Advisors LLC. | 6,894 | $2.26M | 1.09% | −182−2.6% | Reduced |
| Three Seasons Wealth, LLC | 7,168 | $2.26M | 2.23% | +7,168 | New |
| Trust Co | 7,202 | $2.27M | 0.37% | −503−6.5% | Reduced |
| SFG Wealth Management, LLC. | 7,204 | $2.27M | 1.81% | −9−0.1% | Reduced |
| Shira Ridge Wealth Management | 7,214 | $2.28M | 1.50% | +378+5.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,219 | $2.28M | 2.09% | −302−4.0% | Reduced |
| apricus wealth, LLC | 6,956 | $2.28M | 1.99% | −465−6.3% | Reduced |
| Portman Square Capital LLP | 7,224 | $2.28M | 0.31% | +7,224 | New |
| Collective Family Office LLC | 7,225 | $2.28M | 0.89% | +572+8.6% | Added |
| NinePointTwo Capital | 7,242 | $2.29M | 0.93% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 7,240 | $2.29M | 1.95% | −1,119−13.4% | Reduced |
| Heritage Wealth Partners, LLC | 7,262 | $2.29M | 4.89% | +1,230+20.4% | Added |
| Cassady Schiller Wealth Management, LLC | 7,280 | $2.30M | 1.27% | +139+1.9% | Added |
| Sonoma Private Wealth LLC | 7,286 | $2.30M | 4.20% | +46+0.6% | Added |
| Goepper Burkhardt LLC | 7,295 | $2.30M | 1.41% | +88+1.2% | Added |
| GenTrust, LLC | 7,295 | $2.30M | 0.16% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 7,295 | $2.30M | 0.33% | +921+14.4% | Added |
| Zeit Capital LLC | 7,318 | $2.31M | 2.14% | −100−1.3% | Reduced |
| Manchester Financial Inc | 7,322 | $2.31M | 0.68% | +76+1.0% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 7,328 | $2.31M | 0.73% | −1,086−12.9% | Reduced |
| Claybrook Capital, LLC | 7,335 | $2.32M | 1.33% | 00.0% | Unchanged |
| New World Advisors LLC | 7,336 | $2.32M | 0.81% | +1,487+25.4% | Added |
| MPS Loria Financial Planners, LLC | 7,341 | $2.32M | 0.91% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,350 | $2.32M | 0.76% | −572−7.2% | Reduced |
| Arbor Capital Management Inc | 7,080 | $2.33M | 2.07% | −85−1.2% | Reduced |
| MUFG Securities EMEA plc | 7,374 | $2.33M | 0.25% | −103,013−93.3% | Reduced |
| Atlas Private Wealth Management | 7,405 | $2.34M | 1.26% | +147+2.0% | Added |
| Private Capital Management, LLC | 7,412 | $2.34M | 0.28% | +820+12.4% | Added |
| Firestone Capital Management | 7,426 | $2.34M | 0.80% | +76+1.0% | Added |
| Advisory Resource Group | 7,428 | $2.35M | 0.63% | −433−5.5% | Reduced |
| Burton Enright Welch | 7,438 | $2.35M | 0.72% | −918−11.0% | Reduced |
| Meridian Financial, LLC | 7,452 | $2.35M | 2.19% | +1,039+16.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,458 | $2.35M | 2.01% | +1,176+18.7% | Added |
| Financial Advisory Group | 7,493 | $2.37M | 0.49% | −216−2.8% | Reduced |
| Montis Financial, LLC | 7,501 | $2.37M | 1.59% | +736+10.9% | Added |
| Pecaut & Co. | 7,504 | $2.37M | 0.99% | −909−10.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,510 | $2.37M | 2.47% | −55−0.7% | Reduced |
| Mascoma Wealth Management LLC | 7,512 | $2.37M | 0.74% | +434+6.1% | Added |
| Seelaus Asset Management LLC | 7,515 | $2.37M | 2.70% | −651−8.0% | Reduced |
| LWM Advisory Services, LLC | 7,501 | $2.38M | 2.55% | −67−0.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 7,529 | $2.38M | 0.79% | −298−3.8% | Reduced |
| Private Capital Advisors, Inc. | 7,039 | $2.38M | 0.37% | +3,153+81.1% | Added |
| Marathon Trading Investment Management LLC | 7,553 | $2.38M | 1.83% | +1,230+19.5% | Added |
| Groesbeck Investment Management Corp | 7,556 | $2.39M | 3.61% | 00.0% | Unchanged |