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; 6,249 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
- 2,206 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Groesbeck Investment Management Corp | 7,556 | $2.39M | 3.61% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7,560 | $2.39M | 0.60% | +434+6.1% | Added |
| Heritage Financial Services, LLC | 7,565 | $2.39M | 0.47% | +187+2.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 7,568 | $2.39M | 2.22% | −2,447−24.4% | Reduced |
| Objective Capital Management, LLC | 7,593 | $2.40M | 2.13% | +406+5.6% | Added |
| XTX Topco Ltd | 7,607 | $2.40M | 0.41% | +6,870+932.2% | Added |
| Pine Ridge Advisers LLC | 7,610 | $2.40M | 0.51% | 00.0% | Unchanged |
| EMC Capital Management | 7,546 | $2.41M | 1.77% | +5,600+287.8% | Added |
| Aspire Private Capital, LLC | 7,649 | $2.42M | 0.79% | +100+1.3% | Added |
| Three Bridge Wealth Advisors, LLC | 7,656 | $2.42M | 1.00% | +44+0.6% | Added |
| Oder Investment Management, LLC | 7,662 | $2.42M | 2.62% | +208+2.8% | Added |
| Almanack Investment Partners, LLC. | 7,664 | $2.42M | 0.47% | −1,704−18.2% | Reduced |
| First Citizens Financial Corp | 7,677 | $2.42M | 1.71% | +1,100+16.7% | Added |
| Sunflower Bank, N.A. | 7,682 | $2.43M | 0.58% | −234−3.0% | Reduced |
| Verum Partners LLC | 7,684 | $2.43M | 1.08% | +2,234+41.0% | Added |
| Syntax Research, Inc. | 7,693 | $2.43M | 1.97% | +7,693 | New |
| Boulder Hill Capital Management LP | 7,700 | $2.43M | 1.51% | +7,700 | New |
| Titleist Asset Management, LLC | 7,700 | $2.43M | 0.50% | +163+2.2% | Added |
| Birchcreek Wealth Management, LLC | 7,711 | $2.43M | 1.65% | −11−0.1% | Reduced |
| Mason & Associates Inc | 7,718 | $2.44M | 0.78% | +2,474+47.2% | Added |
| Operose Advisors LLC | 7,725 | $2.44M | 0.97% | +3,031+64.6% | Added |
| Copperleaf Capital, LLC | 7,732 | $2.44M | 2.64% | −1,068−12.1% | Reduced |
| Syntal Capital Partners, LLC | 7,741 | $2.44M | 1.90% | −2,493−24.4% | Reduced |
| Willis Johnson & Associates, Inc. | 7,756 | $2.45M | 0.26% | +1,630+26.6% | Added |
| Cascade Investment Group, Inc. | 7,758 | $2.45M | 2.31% | +46+0.6% | Added |
| Pinnacle Wealth Management, LLC | 7,770 | $2.45M | 2.98% | −2,532−24.6% | Reduced |
| Kaizen Financial Strategies | 7,776 | $2.46M | 2.08% | −298−3.7% | Reduced |
| XN LP | 7,782 | $2.46M | 0.21% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 7,813 | $2.47M | 0.74% | +523+7.2% | Added |
| Presilium Private Wealth, LLC | 7,834 | $2.47M | 0.79% | 00.0% | Unchanged |
| LWMG, LLC | 7,861 | $2.48M | 0.68% | +115+1.5% | Added |
| Park Edge Advisors, LLC | 7,869 | $2.48M | 0.89% | +1,001+14.6% | Added |
| Washburn Capital Management, Inc. | 7,872 | $2.49M | 2.10% | +405+5.4% | Added |
| Proquility Private Wealth Partners, LLC | 7,883 | $2.49M | 1.02% | −37−0.5% | Reduced |
| Navalign, LLC | 7,889 | $2.49M | 0.95% | +1,668+26.8% | Added |
| IMPACTfolio, LLC | 7,897 | $2.49M | 1.80% | −140−1.7% | Reduced |
| Rede Wealth, LLC | 7,898 | $2.49M | 1.25% | −1,776−18.4% | Reduced |
| OneAscent Financial Services LLC | 7,900 | $2.49M | 0.65% | +7,900 | New |
| PSI Advisors, LLC | 7,899 | $2.49M | 1.08% | +442+5.9% | Added |
| Charter Oak Capital Management, LLC | 7,922 | $2.50M | 0.33% | +251+3.3% | Added |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.50M | 1.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,939 | $2.51M | 0.83% | −292−3.5% | Reduced |
| Benedetti & Gucer, Inc. | 7,946 | $2.51M | 1.37% | +41+0.5% | Added |
| Sunburst Financial Group, LLC | 7,950 | $2.51M | 0.89% | +47+0.6% | Added |
| Human Investing LLC | 7,952 | $2.51M | 0.58% | +1,501+23.3% | Added |
| Aspen Wealth Strategies, LLC | 7,957 | $2.51M | 1.96% | +7+0.1% | Added |
| Corundum Trust Company, INC | 7,970 | $2.52M | 7.52% | −5−0.1% | Reduced |
| Castle Wealth Management LLC | 7,986 | $2.52M | 1.80% | +162+2.1% | Added |
| Safeguard Investment Advisory Group, LLC | 7,986 | $2.52M | 1.10% | +289+3.8% | Added |
| Firethorn Wealth Partners, LLC | 8,003 | $2.53M | 1.94% | −34−0.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,005 | $2.53M | 1.02% | −295−3.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,016 | $2.53M | 2.01% | +237+3.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,025 | $2.53M | 1.44% | +8,025 | New |
| Round Hill Asset Management | 8,030 | $2.54M | 1.67% | −279−3.4% | Reduced |
| Bridgeworth, LLC | 8,033 | $2.54M | 0.28% | −727−8.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 8,043 | $2.54M | 0.44% | +45+0.6% | Added |
| Legacy Financial Strategies, LLC | 6,998 | $2.54M | 0.82% | +454+6.9% | Added |
| Iron Financial, LLC | 8,056 | $2.54M | 1.48% | −2,344−22.5% | Reduced |
| Providence First Trust Co | 8,058 | $2.54M | 1.42% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 8,088 | $2.55M | 0.66% | −60−0.7% | Reduced |
| Dalton Investments LLC | 8,100 | $2.56M | 1.98% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 8,100 | $2.56M | 2.13% | +269+3.4% | Added |
| FFT Wealth Management LLC | 8,104 | $2.56M | 0.33% | +133+1.7% | Added |
| Ridgewood Investments LLC | 8,110 | $2.56M | 1.68% | +3,842+90.0% | Added |
| Keeler Thomas Management LLC | 8,161 | $2.56M | 0.95% | −812−9.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 8,125 | $2.57M | 0.69% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,131 | $2.57M | 1.49% | +703+9.5% | Added |
| Twin Focus Capital Partners, LLC | 8,131 | $2.57M | 0.58% | −3,886−32.3% | Reduced |
| Parkside Advisors LLC | 8,135 | $2.57M | 0.80% | +1,167+16.7% | Added |
| Vanguard Capital Wealth Advisors | 8,149 | $2.57M | 2.38% | +69+0.9% | Added |
| Capstone Wealth Management Group, LLC | 8,152 | $2.57M | 2.67% | −87−1.1% | Reduced |
| Coury Firm Asset Management LLC | 8,158 | $2.58M | 4.12% | +1,204+17.3% | Added |
| Wealth Quarterback LLC | 8,167 | $2.58M | 2.23% | +261+3.3% | Added |
| Aua Capital Management, LLC | 8,172 | $2.58M | 1.87% | +633+8.4% | Added |
| Israel Discount Bank of New York | 8,180 | $2.58M | 2.15% | −216−2.6% | Reduced |
| Fidelity D & D Bancorp Inc | 8,183 | $2.58M | 2.66% | +8,183 | New |
| Peoples Bank | 8,183 | $2.58M | 1.69% | −74−0.9% | Reduced |
| Basso Capital Management, L.P. | 8,186 | $2.58M | 2.86% | +174+2.2% | Added |
| Campbell Wealth Management | 8,191 | $2.59M | 0.31% | +949+13.1% | Added |
| First Dallas Securities Inc. | 8,195 | $2.59M | 0.60% | −7,866−49.0% | Reduced |
| Penobscot Wealth Management | 8,212 | $2.59M | 1.96% | −304−3.6% | Reduced |
| Rockbridge Investment Management, LCC | 8,211 | $2.59M | 0.46% | +108+1.3% | Added |
| Midwest Professional Planners, LTD. | 8,232 | $2.60M | 1.17% | −155−1.8% | Reduced |
| Lane & Associates LLC | 8,244 | $2.60M | 2.09% | +376+4.8% | Added |
| Dechtman Wealth Management, LLC | 8,259 | $2.61M | 0.77% | +3,330+67.6% | Added |
| LSP Investment Advisors, LLC | 8,280 | $2.61M | 1.29% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,126 | $2.61M | 1.98% | +29+0.4% | Added |
| Blue Square Asset Management, LLC | 8,288 | $2.62M | 1.93% | +1,990+31.6% | Added |
| Provident Trust Co | 8,298 | $2.62M | 0.06% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 8,300 | $2.62M | 3.14% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 8,305 | $2.62M | 0.46% | −36−0.4% | Reduced |
| Verity Asset Management, Inc. | 8,306 | $2.62M | 1.94% | +138+1.7% | Added |
| Coppell Advisory Solutions LLC | 10,946 | $2.63M | 0.94% | −2,210−16.8% | Reduced |
| Baron Wealth Management LLC | 8,333 | $2.63M | 1.68% | −308−3.6% | Reduced |
| Sterneck Capital Management, LLC | 8,349 | $2.64M | 1.76% | −321−3.7% | Reduced |
| Opes Wealth Management LLC | 8,349 | $2.64M | 0.73% | +95+1.2% | Added |
| Force Hill Capital Management LP | 8,358 | $2.64M | 2.28% | −25,942−75.6% | Reduced |
| Alhambra Investment Partners LLC | 8,359 | $2.64M | 1.74% | −83−1.0% | Reduced |
| Cora Capital Advisors LLC | 8,362 | $2.64M | 1.77% | −35−0.4% | Reduced |
| TTP Investments, Inc. | 8,363 | $2.64M | 1.74% | −443−5.0% | Reduced |