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 |
|---|---|---|---|---|---|
| West Bancorporation Inc | 11,291 | $3.57M | 2.52% | +160+1.4% | Added |
| Zimmer Partners, LP | 11,300 | $3.57M | 0.09% | +1,300+13.0% | Added |
| Smith Shellnut Wilson LLC | 11,309 | $3.57M | 2.18% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 11,309 | $3.57M | 2.93% | −521−4.4% | Reduced |
| One Wealth Advisors, LLC | 11,319 | $3.57M | 0.79% | −10.0% | Reduced |
| Green Harvest Asset Management LLC | 11,325 | $3.58M | 0.13% | +1,293+12.9% | Added |
| Resource Consulting Group Inc | 11,328 | $3.58M | 0.69% | −1,067−8.6% | Reduced |
| Cascade Investment Advisors, Inc. | 11,329 | $3.58M | 2.83% | −27−0.2% | Reduced |
| MB, Levis & Associates, LLC | 11,335 | $3.58M | 2.32% | +50.0% | Added |
| Accuvest Global Advisors | 11,334 | $3.58M | 1.96% | +1,234+12.2% | Added |
| Vigilare Wealth Management | 11,338 | $3.58M | 2.28% | −1,434−11.2% | Reduced |
| Gables Capital Management Inc. | 11,343 | $3.58M | 2.49% | −230−2.0% | Reduced |
| Community Capital Management, Inc. | 11,350 | $3.58M | 5.70% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,353 | $3.58M | 1.67% | −38−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 11,370 | $3.59M | 0.46% | +179+1.6% | Added |
| B&D White Capital Company, LLC | 11,396 | $3.60M | 1.34% | −7,583−40.0% | Reduced |
| Redmond Asset Management, LLC | 11,420 | $3.61M | 1.28% | +26+0.2% | Added |
| WJ Wealth Management, LLC | 11,438 | $3.61M | 1.75% | +528+4.8% | Added |
| Redwood Wealth Management Group, LLC | 11,439 | $3.61M | 4.22% | +357+3.2% | Added |
| Royal Harbor Partners, LLC | 11,440 | $3.61M | 1.88% | −994−8.0% | Reduced |
| Horizon Wealth Management, LLC | 11,449 | $3.61M | 1.45% | +609+5.6% | Added |
| Game Creek Capital, LP | 11,475 | $3.62M | 2.41% | +765+7.1% | Added |
| ERn Financial, LLC | 11,478 | $3.62M | 0.79% | +804+7.5% | Added |
| Exchange Bank | 11,488 | $3.63M | 3.48% | +129+1.1% | Added |
| First National Bank | 11,502 | $3.63M | 3.17% | −219−1.9% | Reduced |
| PBMares Wealth Management LLC | 11,503 | $3.63M | 1.31% | +640+5.9% | Added |
| Tilia Fiduciary Partners, Inc. | 11,508 | $3.63M | 3.78% | +449+4.1% | Added |
| WealthBridge Capital Management, LLC | 11,523 | $3.64M | 1.50% | +653+6.0% | Added |
| Deane Retirement Strategies, Inc. | 11,540 | $3.64M | 2.03% | +11,540 | New |
| Altus Wealth Group LLC | 11,581 | $3.66M | 2.32% | −301−2.5% | Reduced |
| Cim, LLC | 11,596 | $3.66M | 0.70% | −82−0.7% | Reduced |
| Madden Securities Corp | 11,598 | $3.66M | 2.07% | −50.0% | Reduced |
| RW Investment Management LLC | 11,599 | $3.66M | 0.67% | −873−7.0% | Reduced |
| Madison Wealth Partners, Inc | 11,603 | $3.66M | 1.85% | +1,110+10.6% | Added |
| Coston, McIsaac & Partners | 11,609 | $3.67M | 1.39% | +303+2.7% | Added |
| Alternative Investment Advisors, LLC. | 11,614 | $3.67M | 2.56% | +11,614 | New |
| Emerald Advisors, LLC | 11,628 | $3.67M | 0.85% | −166−1.4% | Reduced |
| Patriot Investment Management Inc. | 11,630 | $3.67M | 0.34% | −1,728−12.9% | Reduced |
| Ifrah Financial Services, Inc. | 11,643 | $3.68M | 1.14% | −11−0.1% | Reduced |
| Tsai Capital Corp | 11,643 | $3.68M | 3.51% | −429−3.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,682 | $3.69M | 1.88% | +597+5.4% | Added |
| Ssi Investment Management LLC | 11,718 | $3.70M | 0.30% | −85−0.7% | Reduced |
| Todd Asset Management LLC | 11,723 | $3.70M | 0.09% | −72−0.6% | Reduced |
| Cacti Asset Management LLC | 11,720 | $3.70M | 0.35% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 11,718 | $3.70M | 1.04% | +9,978+573.4% | Added |
| Levy Wealth Management Group, LLC | 11,730 | $3.70M | 1.15% | −28−0.2% | Reduced |
| Derbend Asset Management | 11,746 | $3.71M | 2.53% | +578+5.2% | Added |
| Bigelow Investment Advisors, LLC | 11,810 | $3.73M | 2.14% | +27+0.2% | Added |
| Schulhoff & Co Inc | 11,817 | $3.73M | 1.89% | −1,044−8.1% | Reduced |
| D.B. Root & Company, LLC | 11,817 | $3.73M | 1.45% | −31−0.3% | Reduced |
| Wedge Capital Management L L P | 11,820 | $3.73M | 0.07% | −21−0.2% | Reduced |
| Adams Wealth Management | 11,822 | $3.73M | 1.27% | +449+3.9% | Added |
| Quad-Cities Investment Group, LLC | 11,835 | $3.74M | 2.51% | −131−1.1% | Reduced |
| NFP Retirement, Inc. | 11,861 | $3.74M | 0.72% | +398+3.5% | Added |
| Covenant Partners, LLC | 11,863 | $3.75M | 1.36% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 11,880 | $3.75M | 0.08% | −328−2.7% | Reduced |
| MJP Associates Inc | 11,885 | $3.75M | 1.10% | +1,420+13.6% | Added |
| Channing Global Advisors, LLC | 11,885 | $3.75M | 3.66% | +1,768+17.5% | Added |
| Hikari Tsushin, Inc. | 11,889 | $3.75M | 0.37% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 11,891 | $3.75M | 1.72% | −312−2.6% | Reduced |
| Sloy Dahl & Holst, LLC | 11,914 | $3.76M | 0.82% | +137+1.2% | Added |
| Diversified, LLC | 11,944 | $3.77M | 0.98% | +435+3.8% | Added |
| Opal Wealth Advisors, LLC | 11,961 | $3.78M | 2.21% | +1,452+13.8% | Added |
| Compass Wealth Management LLC | 11,974 | $3.78M | 1.19% | −271−2.2% | Reduced |
| Spinnaker Investment Group, LLC | 12,004 | $3.79M | 1.27% | −140−1.2% | Reduced |
| ELCO Management Co., LLC | 12,016 | $3.79M | 2.74% | −382−3.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,041 | $3.80M | 0.76% | −111−0.9% | Reduced |
| Forte Asset Management LLC | 12,030 | $3.80M | 2.55% | +239+2.0% | Added |
| Pinnbrook Capital Management LP | 12,038 | $3.80M | 2.50% | −38,708−76.3% | Reduced |
| Orion Capital Management LLC | 12,038 | $3.80M | 2.47% | −1,330−9.9% | Reduced |
| Phocas Financial Corp. | 12,039 | $3.80M | 0.55% | +315+2.7% | Added |
| Burt Wealth Advisors | 12,043 | $3.80M | 1.17% | −297−2.4% | Reduced |
| E&G Advisors, LP | 12,047 | $3.80M | 1.39% | +420+3.6% | Added |
| Sierra Capital LLC | 12,071 | $3.81M | 0.61% | −1,866−13.4% | Reduced |
| FengHe Fund Management Pte. Ltd. | 12,070 | $3.81M | 0.91% | −4,000−24.9% | Reduced |
| High Net Worth Advisory Group LLC | 12,132 | $3.83M | 1.54% | +15+0.1% | Added |
| Miller Investment Management, LP | 12,155 | $3.84M | 0.60% | +255+2.1% | Added |
| Wealthspan Partners, LLC | 12,157 | $3.84M | 3.03% | −22−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 12,249 | $3.84M | 0.41% | −645−5.0% | Reduced |
| Eagle Strategies LLC | 12,165 | $3.84M | 0.95% | +80+0.7% | Added |
| Pictet Bank & Trust Ltd | 12,191 | $3.85M | 4.13% | −246−2.0% | Reduced |
| Milestone Investment Advisors LLC | 12,216 | $3.86M | 1.10% | +12,216 | New |
| MU Investments Co., Ltd. | 12,300 | $3.86M | 5.16% | −100−0.8% | Reduced |
| Garda Capital Partners LP | 12,225 | $3.86M | 2.45% | +12,225 | New |
| STAR Financial Bank | 12,252 | $3.87M | 3.97% | −838−6.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 12,301 | $3.88M | 2.04% | −279−2.2% | Reduced |
| Archer Investment Corp | 12,307 | $3.89M | 1.37% | +323+2.7% | Added |
| Renasant Bank | 12,319 | $3.89M | 3.27% | +53+0.4% | Added |
| George Kaiser Family Foundation | 12,327 | $3.89M | 0.74% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 12,332 | $3.89M | 1.84% | +7,999+184.6% | Added |
| Centric Wealth Management | 12,373 | $3.91M | 1.63% | +15+0.1% | Added |
| Lokken Investment Group LLC | 12,398 | $3.91M | 2.57% | +118+1.0% | Added |
| Colonial River Wealth Management, LLC | 12,418 | $3.92M | 2.56% | +2,066+20.0% | Added |
| CM Wealth Advisors LLC | 10,787 | $3.93M | 1.54% | −608−5.3% | Reduced |
| Kamunting Street Capital Management, L.P. | 12,460 | $3.93M | 2.98% | +12,460 | New |
| Jacobsen Capital Management | 12,463 | $3.94M | 2.14% | +656+5.6% | Added |
| Silver Lake Advisory, LLC | 12,466 | $3.94M | 2.43% | +16+0.1% | Added |
| WT Wealth Management | 12,491 | $3.94M | 1.69% | +2,140+20.7% | Added |
| Robbins Farley LLC | 12,526 | $3.96M | 2.80% | +1,139+10.0% | Added |
| Onyx Bridge Wealth Group LLC | 12,531 | $3.96M | 0.92% | +434+3.6% | Added |