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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Waycross Investment Management Co | 9,292 | $2.93M | 3.38% | +131+1.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,297 | $2.94M | 0.79% | +160+1.8% | Added |
| Wealthstream Advisors, Inc. | 9,314 | $2.94M | 1.52% | +1,944+26.4% | Added |
| Luts & Greenleigh Group, Inc | 9,316 | $2.94M | 3.65% | −253−2.6% | Reduced |
| Omnia Family Wealth, LLC | 9,327 | $2.94M | 1.83% | +71+0.8% | Added |
| Retirement Planning Group | 9,327 | $2.95M | 0.31% | −8−0.1% | Reduced |
| Cynosure Management, LLC | 9,329 | $2.95M | 0.90% | −746−7.4% | Reduced |
| Truadvice, LLC | 7,969 | $2.95M | 1.16% | −671−7.8% | Reduced |
| Mainsail Financial Group, LLC | 9,168 | $2.95M | 2.68% | −2,854−23.7% | Reduced |
| IAM Advisory, LLC | 9,346 | $2.95M | 1.03% | +61+0.7% | Added |
| DMG Group, LLC | 9,346 | $2.95M | 2.99% | +518+5.9% | Added |
| HF Advisory Group, LLC | 9,197 | $2.95M | 2.19% | −291−3.1% | Reduced |
| Herr Investment Group LLC | 9,351 | $2.95M | 0.92% | −100−1.1% | Reduced |
| Invenio Wealth Partners LLC | 9,352 | $2.95M | 2.69% | +127+1.4% | Added |
| MBA Advisors LLC | 9,357 | $2.95M | 1.81% | −10−0.1% | Reduced |
| Berkeley, Inc | 9,363 | $2.96M | 2.02% | −54−0.6% | Reduced |
| Alta Wealth Advisors LLC | 9,365 | $2.96M | 1.81% | +1,259+15.5% | Added |
| Aletheian Wealth Advisors LLC | 9,365 | $2.96M | 2.27% | −915−8.9% | Reduced |
| Laraway Financial Inc | 9,366 | $2.96M | 3.08% | −103−1.1% | Reduced |
| Mach-1 Financial Group, Inc. | 9,392 | $2.97M | 1.24% | +2,114+29.0% | Added |
| Precept Management LLC | 9,400 | $2.97M | 6.98% | −30,600−76.5% | Reduced |
| Focused Wealth Management, Inc | 9,403 | $2.97M | 0.52% | +26+0.3% | Added |
| Argus Investors' Counsel, Inc. | 9,413 | $2.97M | 2.14% | −218−2.3% | Reduced |
| Flaharty Asset Management, LLC | 9,414 | $2.97M | 0.50% | +75+0.8% | Added |
| Marshall Financial Group LLC | 9,419 | $2.97M | 1.07% | −236−2.4% | Reduced |
| Intrinsic Value Partners, LLC | 9,427 | $2.98M | 3.83% | −445−4.5% | Reduced |
| Clarity Wealth Advisors, LLC | 9,437 | $2.98M | 1.35% | +789+9.1% | Added |
| Paragon Financial Partners, Inc. | 9,445 | $2.98M | 3.10% | +20.0% | Added |
| Beacon Capital Management, LLC | 8,761 | $2.98M | 0.79% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 9,450 | $2.98M | 3.01% | −624−6.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9,462 | $2.99M | 1.08% | +9,462 | New |
| Walker Financial Services, Inc. | 9,476 | $2.99M | 2.91% | +42+0.4% | Added |
| Riverpark Capital Management LLC | 9,481 | $2.99M | 5.42% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 9,488 | $3.00M | 2.33% | −2,938−23.6% | Reduced |
| HT Partners LLC | 9,497 | $3.00M | 0.90% | −9−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,899 | $3.00M | 2.71% | +202+2.3% | Added |
| Syntegra Private Wealth Group, LLC | 9,530 | $3.01M | 0.47% | +43+0.5% | Added |
| Financial Council Asset Management Inc | 9,535 | $3.01M | 2.40% | −617−6.1% | Reduced |
| Werba Rubin Papier Wealth Management | 9,542 | $3.01M | 1.07% | +320+3.5% | Added |
| Gilbert & Cook, Inc. | 9,553 | $3.02M | 0.48% | −5,746−37.6% | Reduced |
| Indiana Trust & Investment Management CO | 9,554 | $3.02M | 1.52% | +371+4.0% | Added |
| Conway Capital Management, Inc. | 9,560 | $3.02M | 2.21% | +450+4.9% | Added |
| Andar Capital Management HK Ltd | 9,600 | $3.03M | 7.63% | −6,400−40.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 9,622 | $3.04M | 1.97% | −136−1.4% | Reduced |
| GoalVest Advisory LLC | 9,645 | $3.05M | 1.53% | −404−4.0% | Reduced |
| BTG Pactual Global Asset Management Ltd | 9,660 | $3.05M | 1.74% | −14,943−60.7% | Reduced |
| Kinsale Capital Group, Inc. | 9,670 | $3.05M | 1.73% | +2,733+39.4% | Added |
| Rbo & Co LLC | 9,670 | $3.05M | 0.55% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 9,672 | $3.05M | 0.32% | +743+8.3% | Added |
| Cypress Wealth Services, LLC | 9,673 | $3.05M | 0.85% | −173−1.8% | Reduced |
| Integrity Financial Corp | 9,680 | $3.06M | 2.31% | +175+1.8% | Added |
| American Institute for Advanced Investment Management, LLP | 9,962 | $3.06M | 2.83% | +255+2.6% | Added |
| Goodwin Daniel L | 9,696 | $3.06M | 1.48% | +960+11.0% | Added |
| Prentice Wealth Management LLC | 9,717 | $3.07M | 1.39% | −120−1.2% | Reduced |
| Guidance Capital, Inc | 9,799 | $3.07M | 1.38% | +101+1.0% | Added |
| Fortem Financial Group, LLC | 9,730 | $3.07M | 1.80% | +913+10.4% | Added |
| Dantai Capital Ltd | 9,750 | $3.08M | 6.61% | +6,000+160.0% | Added |
| Libra Wealth LLC | 9,760 | $3.08M | 1.71% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 9,789 | $3.09M | 0.67% | −7,093−42.0% | Reduced |
| CMT Capital Markets Trading GmbH | 9,800 | $3.09M | 1.76% | +9,800 | New |
| Lumbard & Kellner, LLC | 9,805 | $3.10M | 2.05% | −39−0.4% | Reduced |
| Mayport, LLC | 9,838 | $3.11M | 1.71% | +50+0.5% | Added |
| Insight Inv LLC | 9,377 | $3.11M | 3.44% | −163−1.7% | Reduced |
| NWF Advisory Services Inc. | 9,845 | $3.11M | 0.73% | +596+6.4% | Added |
| Prentiss Smith & Co Inc | 9,849 | $3.11M | 2.29% | −113−1.1% | Reduced |
| Angeles Investment Advisors, LLC | 9,892 | $3.12M | 0.24% | +3,544+55.8% | Added |
| Cavalier Investments, LLC | 9,895 | $3.12M | 1.22% | +349+3.7% | Added |
| Elevated Capital Advisors, LLC | 9,898 | $3.13M | 1.06% | −199−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,906 | $3.13M | 1.74% | −1,357−12.0% | Reduced |
| Audent Global Asset Management, LLC | 9,920 | $3.13M | 3.60% | −1,001−9.2% | Reduced |
| Affinity Capital Advisors, LLC | 9,921 | $3.13M | 0.86% | +318+3.3% | Added |
| Carson Advisory Inc. | 9,921 | $3.13M | 2.75% | +480+5.1% | Added |
| McAlister, Sweet & Associates, Inc. | 9,935 | $3.14M | 2.67% | +245+2.5% | Added |
| Palisades Hudson Asset Management, L.P. | 9,957 | $3.14M | 1.72% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,954 | $3.14M | 2.28% | −77−0.8% | Reduced |
| Advance Capital Management, Inc. | 9,958 | $3.14M | 0.29% | +556+5.9% | Added |
| HighVista Strategies LLC | 9,958 | $3.14M | 1.46% | −1,400−12.3% | Reduced |
| Pring Turner Capital Group Inc | 9,959 | $3.14M | 2.63% | +223+2.3% | Added |
| Flynn Zito Capital Management, LLC | 9,972 | $3.15M | 2.21% | +205+2.1% | Added |
| Alesco Advisors LLC | 9,979 | $3.15M | 0.12% | −768−7.1% | Reduced |
| Hillsdale Investment Management Inc. | 9,989 | $3.15M | 0.29% | +4,800+92.5% | Added |
| Point72 Middle East FZE | 9,991 | $3.15M | 0.19% | +8,122+434.6% | Added |
| Intrepid Family Office LLC | 10,000 | $3.16M | 5.46% | −10,000−50.0% | Reduced |
| United Fire Group Inc | 10,000 | $3.16M | 6.16% | −7,500−42.9% | Reduced |
| Forest Hill Capital, LLC | 10,000 | $3.16M | 1.64% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 10,001 | $3.16M | 1.36% | +150+1.5% | Added |
| Knightsbridge Asset Management, LLC | 10,012 | $3.16M | 1.00% | +92+0.9% | Added |
| Triumph Capital Management | 10,030 | $3.17M | 1.44% | +190+1.9% | Added |
| Driehaus Capital Management LLC | 10,038 | $3.17M | 0.04% | −377−3.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,042 | $3.17M | 1.08% | −619−5.8% | Reduced |
| Robinswood Financial LLC | 10,046 | $3.17M | 1.51% | −49−0.5% | Reduced |
| Landaas & Co | 10,070 | $3.18M | 1.38% | +10.0% | Added |
| Concentrum Wealth Management | 10,094 | $3.19M | 1.93% | +768+8.2% | Added |
| Lodestar Private Asset Management LLC | 10,098 | $3.19M | 0.55% | −277−2.7% | Reduced |
| MRP Capital Investments, LLC | 21,426 | $3.19M | 3.54% | +11,052+106.5% | Added |
| TMD Wealth Management, LLC | 10,113 | $3.19M | 0.91% | −266−2.6% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $3.20M | 7.84% | 00.0% | Unchanged |
| Sonen Capital LLC | 10,132 | $3.20M | 6.28% | +28+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 10,190 | $3.22M | 0.02% | +508+5.2% | Added |
| RWC Asset Management LLP | 10,197 | $3.22M | 0.21% | −93,201−90.1% | Reduced |