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 |
|---|---|---|---|---|---|
| Running Point Capital Advisors, LLC | 10,198 | $3.22M | 1.87% | +238+2.4% | Added |
| Interchange Capital Partners, LLC | 10,205 | $3.22M | 2.56% | +392+4.0% | Added |
| Occudo Quantitative Strategies LP | 10,204 | $3.22M | 0.42% | +10,204 | New |
| BIP Wealth, LLC | 10,210 | $3.22M | 0.30% | +1,338+15.1% | Added |
| Signature Wealth Management Partners, LLC | 10,213 | $3.22M | 3.15% | +1,196+13.3% | Added |
| Provence Wealth Management Group | 10,233 | $3.23M | 1.98% | +304+3.1% | Added |
| Beirne Wealth Consulting Services, LLC | 9,505 | $3.24M | 2.58% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 10,258 | $3.24M | 1.10% | +25+0.2% | Added |
| TSFG, LLC | 10,257 | $3.24M | 1.15% | +24+0.2% | Added |
| Norris Financial Group, LLC | 10,279 | $3.25M | 2.25% | −202−1.9% | Reduced |
| PCA Investment Advisory Services Inc. | 10,294 | $3.25M | 2.32% | −12−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,312 | $3.26M | 2.19% | −124−1.2% | Reduced |
| PFW Advisors LLC | 10,312 | $3.26M | 1.15% | +100+1.0% | Added |
| Asset Management Group, Inc. | 10,332 | $3.26M | 0.72% | +566+5.8% | Added |
| RF&L Wealth Management, LLC | 10,335 | $3.26M | 3.03% | −46−0.4% | Reduced |
| Truvestments Capital LLC | 10,337 | $3.26M | 1.70% | +286+2.8% | Added |
| Mezzasalma Advisors, LLC | 10,358 | $3.27M | 2.02% | +259+2.6% | Added |
| Financial Sense Advisors, Inc. | 10,370 | $3.27M | 1.40% | −196−1.9% | Reduced |
| Wellspring Financial Advisors, LLC | 10,373 | $3.28M | 0.96% | +1,356+15.0% | Added |
| MWA Asset Management | 10,373 | $3.28M | 3.16% | +10,373 | New |
| Sowa Financial Group, Inc. | 10,397 | $3.28M | 2.47% | +74+0.7% | Added |
| Tectonic Advisors LLC | 10,406 | $3.29M | 0.31% | −94−0.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,433 | $3.29M | 1.55% | +75+0.7% | Added |
| Sustainable Insight Capital Management, LLC | 10,447 | $3.30M | 3.23% | −4,000−27.7% | Reduced |
| Northcape Capital Pty Ltd | 10,470 | $3.31M | 0.50% | +4,750+83.0% | Added |
| Brooktree Capital Management | 10,474 | $3.31M | 2.76% | −266−2.5% | Reduced |
| GEM Asset Management, LLC | 10,481 | $3.31M | 2.62% | −120−1.1% | Reduced |
| Banco BTG Pactual S.A. | 10,499 | $3.32M | 1.35% | +7,792+287.8% | Added |
| Ellenbecker Investment Group | 10,512 | $3.32M | 0.86% | +500+5.0% | Added |
| Peninsula Wealth, LLC | 10,083 | $3.32M | 0.78% | +852+9.2% | Added |
| Left Brain Wealth Management, LLC | 10,520 | $3.32M | 2.07% | +369+3.6% | Added |
| Ashford Capital Management Inc | 10,538 | $3.33M | 0.49% | −1,800−14.6% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,538 | $3.33M | 1.72% | 00.0% | Unchanged |
| Rogco, LP | 10,558 | $3.33M | 1.65% | +10,558 | New |
| Bullseye Investment Management, LLC | 10,569 | $3.34M | 2.71% | −779−6.9% | Reduced |
| Affiance Financial, LLC | 10,571 | $3.34M | 1.70% | +22+0.2% | Added |
| Abacus Wealth Partners, LLC | 10,585 | $3.34M | 1.03% | +5,719+117.5% | Added |
| WR Wealth Planners, LLC | 10,586 | $3.34M | 1.27% | +614+6.2% | Added |
| Richard W. Paul & Associates, LLC | 10,592 | $3.34M | 1.53% | −1,743−14.1% | Reduced |
| Well Done, LLC | 10,615 | $3.35M | 0.74% | +1,070+11.2% | Added |
| Baker Boyer National Bank | 10,627 | $3.36M | 1.36% | −14,860−58.3% | Reduced |
| Towercrest Capital Management | 10,633 | $3.36M | 0.65% | +329+3.2% | Added |
| River Street Advisors LLC | 10,635 | $3.36M | 3.17% | +384+3.7% | Added |
| Summit Financial Wealth Advisors, LLC | 9,316 | $3.36M | 0.82% | +1,332+16.7% | Added |
| KC Investment Advisors, LLC | 10,640 | $3.36M | 2.18% | +376+3.7% | Added |
| Aire Advisors, LLC | 10,648 | $3.36M | 0.90% | +640+6.4% | Added |
| Nvest Financial, LLC | 10,664 | $3.37M | 3.15% | −244−2.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 10,684 | $3.37M | 1.56% | +485+4.8% | Added |
| Arcataur Capital Management LLC | 10,694 | $3.38M | 1.41% | +105+1.0% | Added |
| Source Financial Advisors LLC | 10,695 | $3.38M | 1.14% | +22+0.2% | Added |
| Barrett & Company, Inc. | 10,697 | $3.38M | 1.99% | +174+1.7% | Added |
| Black Swift Group, LLC | 10,737 | $3.39M | 1.11% | +9,657+894.2% | Added |
| CKW Financial Group | 10,738 | $3.39M | 0.52% | +415+4.0% | Added |
| Caldwell Sutter Capital, Inc. | 10,742 | $3.39M | 1.88% | −313−2.8% | Reduced |
| Morris Retirement Advisors, LLC | 10,744 | $3.39M | 2.42% | +2,238+26.3% | Added |
| Purus Wealth Management, LLC | 10,747 | $3.39M | 2.29% | +134+1.3% | Added |
| Redhawk Wealth Advisors, Inc. | 10,761 | $3.40M | 1.13% | +301+2.9% | Added |
| 3Chopt Investment Partners, LLC | 10,770 | $3.40M | 2.01% | +1,812+20.2% | Added |
| Blackhawk Capital Partners LLC. | 10,777 | $3.40M | 2.49% | +108+1.0% | Added |
| Sound Income Strategies, LLC | 10,777 | $3.40M | 0.29% | +299+2.9% | Added |
| Five Oceans Advisors | 10,778 | $3.40M | 2.18% | +34+0.3% | Added |
| Capitol Family Office, Inc. | 10,792 | $3.41M | 6.42% | +4,180+63.2% | Added |
| Delphi Financial Group, Inc. | 10,800 | $3.41M | 1.65% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,808 | $3.41M | 2.42% | −512−4.5% | Reduced |
| Capital Performance Advisors LLP | 10,849 | $3.43M | 1.74% | +733+7.2% | Added |
| Semus Wealth Partners LLC | 10,868 | $3.43M | 3.20% | +1,264+13.2% | Added |
| Commons Capital, LLC | 10,915 | $3.45M | 5.95% | −158−1.4% | Reduced |
| City of London Investment Management Co Ltd | 10,919 | $3.45M | 0.30% | −12,900−54.2% | Reduced |
| Quantbot Technologies LP | 10,944 | $3.46M | 0.23% | +4,359+66.2% | Added |
| Sterling Investment Management, Inc. | 10,973 | $3.46M | 3.08% | −31−0.3% | Reduced |
| Crystal Rock Capital Management | 10,975 | $3.47M | 2.64% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 11,001 | $3.47M | 1.56% | +634+6.1% | Added |
| Northstar Group, Inc. | 11,006 | $3.48M | 0.82% | +107+1.0% | Added |
| Walker Asset Management, LLC | 11,010 | $3.48M | 3.09% | +115+1.1% | Added |
| Arvest Trust Co N A | 11,015 | $3.48M | 0.23% | +471+4.5% | Added |
| Cahill Financial Advisors Inc | 11,027 | $3.48M | 0.58% | −14−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 11,030 | $3.48M | 0.56% | +655+6.3% | Added |
| Taylor Hoffman Wealth Management | 11,036 | $3.48M | 1.80% | −23−0.2% | Reduced |
| Bouchey Financial Group Ltd | 11,043 | $3.49M | 0.43% | +537+5.1% | Added |
| Investment Advisory Group, LLC | 11,046 | $3.49M | 1.81% | +162+1.5% | Added |
| Pinkerton Retirement Specialists, LLC | 11,047 | $3.49M | 0.76% | −1,176−9.6% | Reduced |
| JFS Wealth Advisors, LLC | 11,053 | $3.49M | 0.33% | +578+5.5% | Added |
| Proffitt & Goodson Inc | 11,080 | $3.50M | 0.72% | −230−2.0% | Reduced |
| KLK Capital Management LLC | 11,120 | $3.51M | 4.70% | −294−2.6% | Reduced |
| Cladis Investment Advisory, LLC | 11,140 | $3.52M | 3.08% | +468+4.4% | Added |
| Permanens Capital L.P. | 11,150 | $3.52M | 0.60% | +6,885+161.4% | Added |
| Schear Investment Advisers, LLC | 11,152 | $3.52M | 3.80% | −264−2.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 11,154 | $3.52M | 3.71% | −265−2.3% | Reduced |
| Ameliora Wealth Management Ltd. | 11,156 | $3.52M | 2.09% | −139−1.2% | Reduced |
| Access Financial Services, Inc. | 11,181 | $3.53M | 2.11% | +167+1.5% | Added |
| Grey Street Capital, LLC | 11,184 | $3.53M | 2.02% | +11,184 | New |
| Front Street Capital Management, Inc. | 11,206 | $3.54M | 0.78% | +883+8.6% | Added |
| Colton Groome Financial Advisors, LLC | 11,209 | $3.54M | 1.77% | +1,426+14.6% | Added |
| tru Independence LLC | 11,225 | $3.54M | 1.23% | +60+0.5% | Added |
| Diversified Investment Strategies, LLC | 11,231 | $3.55M | 2.69% | −8,349−42.6% | Reduced |
| Keene & Associates, Inc. | 11,245 | $3.55M | 2.85% | +312+2.9% | Added |
| Wulff, Hansen & Co. | 11,247 | $3.55M | 4.14% | +145+1.3% | Added |
| Lifeworks Advisors, LLC | 11,250 | $3.55M | 1.39% | −1,717−13.2% | Reduced |
| Samalin Investment Counsel, LLC | 11,266 | $3.56M | 2.04% | +541+5.0% | Added |
| Windsor Group LTD | 11,268 | $3.56M | 0.65% | −871−7.2% | Reduced |