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 |
|---|---|---|---|---|---|
| M.D. Sass Investors Services, Inc. | 8,365 | $2.64M | 0.37% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 8,383 | $2.65M | 1.57% | +18+0.2% | Added |
| D. Scott Neal, Inc. | 8,386 | $2.65M | 2.26% | 00.0% | Unchanged |
| First National Corp | 8,388 | $2.65M | 0.71% | −159−1.9% | Reduced |
| Salvus Wealth Management, LLC | 8,389 | $2.65M | 2.10% | +125+1.5% | Added |
| LJI Wealth Management, LLC | 8,396 | $2.65M | 0.76% | −41,879−83.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 8,397 | $2.65M | 0.78% | +172+2.1% | Added |
| Independent Wealth Network Inc. | 8,434 | $2.66M | 1.64% | −73−0.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,438 | $2.66M | 2.53% | −94−1.1% | Reduced |
| Eads & Heald Wealth Management | 8,440 | $2.67M | 1.40% | −489−5.5% | Reduced |
| Evolution Wealth Advisors, LLC | 8,457 | $2.67M | 0.60% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 7,930 | $2.67M | 1.02% | −25−0.3% | Reduced |
| First International Bank & Trust | 8,495 | $2.68M | 0.97% | −888−9.5% | Reduced |
| Fortress Wealth Group, LLC | 8,561 | $2.68M | 1.79% | +347+4.2% | Added |
| Twin Lakes Capital Management, LLC | 8,497 | $2.68M | 1.98% | −15−0.2% | Reduced |
| Aristides Capital LLC | 8,502 | $2.68M | 1.79% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 8,504 | $2.69M | 1.29% | +841+11.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 8,506 | $2.69M | 1.44% | +1,140+15.5% | Added |
| Alpha DNA Investment Management LLC | 8,530 | $2.69M | 1.73% | +3,106+57.3% | Added |
| Westhampton Capital, LLC | 8,545 | $2.70M | 1.74% | −27−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 8,548 | $2.70M | 1.03% | +511+6.4% | Added |
| KLR Investment Advisors, LLC | 9,368 | $2.70M | 2.45% | −37−0.4% | Reduced |
| Oliver Luxxe Assets LLC | 8,558 | $2.70M | 0.69% | −14−0.2% | Reduced |
| VELA Investment Management, LLC | 8,561 | $2.70M | 1.19% | +1,494+21.1% | Added |
| Islay Capital Management, LLC | 8,562 | $2.70M | 2.33% | −295−3.3% | Reduced |
| Greenup Street Wealth Management LLC | 8,577 | $2.71M | 0.88% | −4,827−36.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,586 | $2.71M | 0.32% | +7,951+1,252.1% | Added |
| Clark Financial Services Group Inc | 8,597 | $2.71M | 3.71% | +45+0.5% | Added |
| KB Financial Partners, LLC | 8,602 | $2.72M | 0.78% | −28−0.3% | Reduced |
| Northern Financial Advisors Inc | 8,604 | $2.72M | 2.49% | −187−2.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,610 | $2.72M | 3.59% | −314−3.5% | Reduced |
| Townsend & Associates, Inc | 8,251 | $2.72M | 0.57% | −134−1.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,621 | $2.72M | 0.36% | +1,341+18.4% | Added |
| Column Capital Advisors, LLC | 8,624 | $2.72M | 0.40% | −629−6.8% | Reduced |
| Legacy Financial Group LLC | 8,652 | $2.73M | 0.64% | +8,652 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,669 | $2.74M | 1.28% | +419+5.1% | Added |
| Guerra Pan Advisors, LLC | 8,669 | $2.74M | 3.16% | +11+0.1% | Added |
| Next Level Private LLC | 8,521 | $2.74M | 1.82% | +163+2.0% | Added |
| Menard Financial Group LLC | 8,687 | $2.74M | 3.96% | +1,124+14.9% | Added |
| Merrion Investment Management Co, LLC | 8,701 | $2.75M | 2.38% | −250−2.8% | Reduced |
| Beacon Financial Advisory LLC | 8,702 | $2.75M | 1.52% | +213+2.5% | Added |
| Apeiron RIA LLC | 8,712 | $2.75M | 0.94% | −6−0.1% | Reduced |
| Southland Equity Partners LLC | 8,713 | $2.75M | 0.95% | +240+2.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,716 | $2.75M | 0.78% | 00.0% | Unchanged |
| Gould Asset Management LLC | 8,716 | $2.75M | 0.78% | +58+0.7% | Added |
| Peterson Wealth Management | 8,721 | $2.75M | 2.27% | +5,059+138.1% | Added |
| East Coast Asset Management, LLC. | 8,725 | $2.76M | 1.25% | −368−4.0% | Reduced |
| Landmark Financial Advisors, LLC | 8,731 | $2.76M | 1.12% | −124−1.4% | Reduced |
| Karani Asset Management LLC | 8,739 | $2.76M | 3.97% | −404−4.4% | Reduced |
| Iams Wealth Management, LLC | 8,766 | $2.77M | 1.91% | +8,766 | New |
| Ullmann Financial Group, Inc. | 8,769 | $2.77M | 0.52% | +1,165+15.3% | Added |
| Hoxton Planning & Management, LLC | 8,782 | $2.77M | 1.80% | −78−0.9% | Reduced |
| Evergreen Wealth Management, LLC | 8,788 | $2.77M | 2.19% | +112+1.3% | Added |
| Kapstone Financial Advisors LLC | 8,814 | $2.78M | 2.51% | +49+0.6% | Added |
| WP Advisors, LLC | 8,815 | $2.78M | 1.16% | −80−0.9% | Reduced |
| VERITY Wealth Advisors | 8,829 | $2.79M | 2.62% | −5−0.1% | Reduced |
| Delta Capital Management LLC | 8,840 | $2.79M | 2.09% | −200−2.2% | Reduced |
| Red Wave Investments LLC | 8,849 | $2.79M | 1.19% | −10.0% | Reduced |
| Financial Strategies Group, Inc. | 8,419 | $2.80M | 0.88% | +742+9.7% | Added |
| Legacy Capital Wealth Partners, LLC | 8,860 | $2.80M | 0.77% | +8,860 | New |
| Cross Staff Investments Inc | 8,862 | $2.80M | 2.74% | −586−6.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,863 | $2.80M | 0.82% | −239−2.6% | Reduced |
| Wagner Wealth Management, LLC | 8,887 | $2.81M | 1.03% | +138+1.6% | Added |
| Saxon Interests, Inc. | 8,888 | $2.81M | 1.89% | −5,969−40.2% | Reduced |
| Caliber Wealth Management, LLC | 8,888 | $2.81M | 1.89% | +316+3.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 8,900 | $2.81M | 2.90% | −319−3.5% | Reduced |
| Tarbox Family Office, Inc. | 8,902 | $2.81M | 0.58% | +87+1.0% | Added |
| Midwest Financial Group LLC | 8,908 | $2.81M | 2.38% | +129+1.5% | Added |
| Eagle Bluffs Wealth Management LLC | 8,910 | $2.81M | 2.16% | −1,667−15.8% | Reduced |
| Parkside Investments, LLC | 8,922 | $2.82M | 0.52% | +4,893+121.4% | Added |
| Tyler-Stone Wealth Management | 8,926 | $2.82M | 1.61% | +291+3.4% | Added |
| Pointe Capital Management LLC | 8,948 | $2.83M | 2.22% | −91−1.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,963 | $2.83M | 0.36% | +103+1.2% | Added |
| Ninepoint Partners LP | 8,966 | $2.83M | 0.30% | +653+7.9% | Added |
| Ti-Trust, Inc | 9,000 | $2.84M | 2.71% | +90+1.0% | Added |
| Legacy Bridge, LLC | 9,040 | $2.85M | 2.03% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 9,067 | $2.86M | 1.49% | +7,360+431.2% | Added |
| Indie Asset Partners, LLC | 9,088 | $2.87M | 2.89% | +3,349+58.4% | Added |
| Monte Financial Group, LLC | 9,105 | $2.87M | 1.45% | −335−3.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 9,108 | $2.88M | 1.32% | +58+0.6% | Added |
| Prosperitas Financial LLC | 9,109 | $2.88M | 2.23% | +9,109 | New |
| Readystate Asset Management LP | 9,110 | $2.88M | 0.24% | +9,110 | New |
| Center For Asset Management LLC | 9,141 | $2.89M | 2.88% | +723+8.6% | Added |
| Grace & White Inc | 9,150 | $2.89M | 0.54% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 9,162 | $2.89M | 2.12% | +432+4.9% | Added |
| Barden Capital Management, Inc. | 9,177 | $2.89M | 2.82% | +2,602+39.6% | Added |
| Tortoise Investment Management, LLC | 9,166 | $2.89M | 0.43% | +128+1.4% | Added |
| Silvia McColl Wealth Management, LLC | 9,167 | $2.89M | 2.89% | −503−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,175 | $2.90M | 0.39% | −4,243−31.6% | Reduced |
| Goldstein Advisors, LLC | 9,179 | $2.90M | 0.60% | +147+1.6% | Added |
| Acima Private Wealth, LLC | 9,190 | $2.90M | 1.29% | −136−1.5% | Reduced |
| SkyView Investment Advisors, LLC | 9,199 | $2.90M | 1.18% | −9,980−52.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,201 | $2.91M | 0.06% | −345−3.6% | Reduced |
| Pathway Financial Advisers, LLC | 9,197 | $2.91M | 1.20% | +9,197 | New |
| Sym Financial Corp | 9,214 | $2.91M | 0.52% | +7,547+452.7% | Added |
| Fairbanks Capital Management, Inc. | 9,218 | $2.91M | 2.45% | −210−2.2% | Reduced |
| Massachusetts Wealth Management | 9,253 | $2.92M | 2.68% | +50+0.5% | Added |
| Garner Asset Management Corp | 9,263 | $2.92M | 1.75% | +13+0.1% | Added |
| West Paces Advisors Inc. | 9,268 | $2.93M | 0.92% | −961−9.4% | Reduced |
| Tributary Capital Management, LLC | 9,278 | $2.93M | 0.28% | −139−1.5% | Reduced |