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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 12,532 | $3.96M | 1.70% | −290−2.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,547 | $3.96M | 1.91% | −177−1.4% | Reduced |
| Ironwood Financial, llc | 12,553 | $3.96M | 1.06% | 00.0% | Unchanged |
| Hudock, Inc. | 12,556 | $3.96M | 0.95% | +66+0.5% | Added |
| Key Bridge Compliance, LLC | 12,566 | $3.97M | 1.24% | +12,566 | New |
| Carr Financial Group Corp | 11,294 | $3.98M | 1.58% | +533+5.0% | Added |
| Pinnacle Holdings, LLC | 12,630 | $3.99M | 1.87% | −803−6.0% | Reduced |
| Western Pacific Wealth Management, LP | 12,645 | $3.99M | 3.28% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 12,650 | $3.99M | 4.16% | +8,000+172.0% | Added |
| Terra Nova Asset Management LLC | 11,738 | $4.00M | 3.64% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,679 | $4.00M | 1.07% | −1,873−12.9% | Reduced |
| Peterson Wealth Services | 12,683 | $4.00M | 3.00% | +406+3.3% | Added |
| ORG Partners LLC | 12,676 | $4.01M | 1.18% | −1,082−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 12,704 | $4.01M | 0.50% | +2,560+25.2% | Added |
| Worth Financial Advisory Group, LLC | 12,713 | $4.01M | 3.62% | +447+3.6% | Added |
| Day & Ennis, LLC | 12,728 | $4.02M | 1.50% | +29+0.2% | Added |
| Crescent Sterling, Ltd. | 12,752 | $4.03M | 4.26% | −547−4.1% | Reduced |
| Monograph Wealth Advisors, LLC | 12,770 | $4.03M | 0.80% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 12,771 | $4.03M | 1.35% | +3,055+31.4% | Added |
| Amplius Wealth Advisors, LLC | 12,796 | $4.04M | 0.54% | −358−2.7% | Reduced |
| Dudley & Shanley, Inc. | 12,834 | $4.05M | 0.77% | −200−1.5% | Reduced |
| Owen LaRue, LLC | 12,847 | $4.06M | 4.46% | +1,079+9.2% | Added |
| Parametrica Management Ltd | 12,942 | $4.09M | 6.88% | +3,362+35.1% | Added |
| Smith Anglin Financial, LLC | 12,953 | $4.09M | 0.50% | +30.0% | Added |
| KLCM Advisors, Inc. | 12,959 | $4.09M | 0.77% | +106+0.8% | Added |
| New Capital Management LP | 12,965 | $4.09M | 1.42% | +12,965 | New |
| Sovereign Financial Group, Inc. | 13,001 | $4.10M | 1.46% | −1,901−12.8% | Reduced |
| Olstein Capital Management, L.P. | 13,000 | $4.11M | 0.70% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 13,004 | $4.11M | 2.45% | +171+1.3% | Added |
| Eudaimonia Advisors LLC | 13,005 | $4.11M | 2.89% | −395−2.9% | Reduced |
| Strategic Advocates LLC | 13,009 | $4.11M | 1.93% | +13,009 | New |
| Ethos Financial Group, LLC | 12,994 | $4.12M | 1.06% | +1,535+13.4% | Added |
| Montz Harcus Wealth Management LLC | 13,064 | $4.13M | 3.52% | −60.0% | Reduced |
| Sandy Cove Advisors, LLC | 13,070 | $4.13M | 2.39% | −119−0.9% | Reduced |
| James J. Burns & Company, LLC | 13,076 | $4.13M | 1.11% | −54−0.4% | Reduced |
| Gitterman Wealth Management, LLC | 13,088 | $4.13M | 1.96% | +753+6.1% | Added |
| Ballast, Inc. | 13,121 | $4.14M | 1.65% | −378−2.8% | Reduced |
| Seven Mile Advisory | 13,135 | $4.15M | 4.36% | +1,458+12.5% | Added |
| Wedgewood Investors Inc | 13,143 | $4.15M | 5.62% | −1,133−7.9% | Reduced |
| Certified Advisory Corp | 101,418 | $4.15M | 0.76% | +89,213+731.0% | Added |
| Aprio Wealth Management, LLC | 13,158 | $4.15M | 1.14% | +1,405+12.0% | Added |
| Investors Research Corp | 13,173 | $4.16M | 1.09% | +29+0.2% | Added |
| City State Bank | 13,198 | $4.17M | 2.30% | +447+3.5% | Added |
| O'Rourke & Company, Inc | 13,203 | $4.17M | 3.04% | +335+2.6% | Added |
| Hamilton Capital, LLC | 13,214 | $4.17M | 0.32% | +700+5.6% | Added |
| One River Asset Management, LLC | 13,333 | $4.18M | 1.95% | +13,333 | New |
| Monterey Private Wealth, Inc. | 13,230 | $4.18M | 2.10% | +50+0.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 13,238 | $4.18M | 0.95% | +603+4.8% | Added |
| Peddock Capital Advisors, LLC | 13,258 | $4.19M | 1.40% | −106−0.8% | Reduced |
| Cahaba Wealth Management, Inc. | 13,261 | $4.19M | 0.46% | +1,859+16.3% | Added |
| William Allan, LLC | 13,262 | $4.19M | 3.32% | −320−2.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,291 | $4.20M | 0.29% | +26+0.2% | Added |
| Consilium Wealth Advisory, LLC | 13,297 | $4.20M | 2.94% | +482+3.8% | Added |
| Bay Rivers Group | 13,305 | $4.20M | 3.23% | +258+2.0% | Added |
| Sanders Morris Harris LLC | 13,250 | $4.21M | 0.86% | −1,470−10.0% | Reduced |
| Prospect Capital Advisors, LLC | 13,350 | $4.22M | 1.80% | −4,620−25.7% | Reduced |
| Viewpoint Capital Management LLC | 13,369 | $4.22M | 3.37% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 13,380 | $4.22M | 3.25% | +255+1.9% | Added |
| Capital Management Associates | 13,389 | $4.23M | 6.23% | −62−0.5% | Reduced |
| Cabot Wealth Management Inc | 13,396 | $4.23M | 0.65% | +114+0.9% | Added |
| HITE Hedge Asset Management LLC | 13,412 | $4.23M | 0.45% | 00.0% | Unchanged |
| West Oak Capital, LLC | 13,420 | $4.24M | 2.10% | +34+0.3% | Added |
| River & Mercantile Asset Management LLP | 13,427 | $4.24M | 0.99% | −1,779−11.7% | Reduced |
| Deuterium Capital Management, LLC | 13,304 | $4.24M | 10.19% | −6,174−31.7% | Reduced |
| Stiles Financial Services Inc | 13,453 | $4.25M | 2.20% | +403+3.1% | Added |
| McLean Asset Management Corp | 12,939 | $4.25M | 1.74% | +78+0.6% | Added |
| Roof Eidam & Maycock | 13,474 | $4.25M | 1.40% | +121+0.9% | Added |
| Great Point Wealth Advisors, LLC | 13,480 | $4.26M | 1.28% | +734+5.8% | Added |
| Applied Capital LLC | 13,485 | $4.26M | 4.24% | −188−1.4% | Reduced |
| Van Den Berg Management I, Inc | 13,504 | $4.26M | 1.49% | −39−0.3% | Reduced |
| Bowman & Co S.C. | 13,512 | $4.27M | 3.40% | +526+4.1% | Added |
| Invesco, LLC | 13,535 | $4.27M | 2.15% | +696+5.4% | Added |
| Benchmark Investment Advisors LLC | 13,553 | $4.28M | 4.32% | −105−0.8% | Reduced |
| Addison Capital Co | 13,584 | $4.29M | 3.34% | −395−2.8% | Reduced |
| Palouse Capital Management, Inc. | 13,592 | $4.29M | 3.19% | −172−1.2% | Reduced |
| Vetamer Capital Management, L.P. | 13,594 | $4.29M | 7.90% | −9−0.1% | Reduced |
| Qsemble Capital Management, LP | 13,600 | $4.29M | 0.80% | +8,650+174.7% | Added |
| Taylor & Morgan Wealth Management, LLC | 13,601 | $4.29M | 3.87% | −358−2.6% | Reduced |
| UBS Oconnor LLC | 13,633 | $4.30M | 0.08% | +141+1.0% | Added |
| Blue Investment Partners LLC | 13,634 | $4.30M | 3.42% | +403+3.0% | Added |
| Gateway Wealth Partners, LLC | 13,636 | $4.31M | 0.78% | +973+7.7% | Added |
| Legacy Capital Group California, Inc. | 13,652 | $4.31M | 1.85% | +1,396+11.4% | Added |
| Gemmer Asset Management LLC | 13,656 | $4.31M | 0.58% | −80−0.6% | Reduced |
| LifeSteps Financial, Inc. | 13,665 | $4.31M | 4.39% | +186+1.4% | Added |
| Centurion Wealth Management LLC | 13,699 | $4.33M | 2.12% | −3,010−18.0% | Reduced |
| 626 Financial, LLC | 13,723 | $4.33M | 2.93% | +21+0.2% | Added |
| Kerrisdale Advisers, LLC | 13,747 | $4.34M | 1.37% | −479−3.4% | Reduced |
| Aspen Grove Capital, LLC | 13,747 | $4.34M | 1.61% | −5,199−27.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,748 | $4.34M | 2.28% | +608+4.6% | Added |
| KWB Wealth | 12,748 | $4.34M | 0.70% | −279−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 13,760 | $4.34M | 2.27% | −200−1.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,766 | $4.35M | 4.94% | 00.0% | Unchanged |
| SAM Advisors, LLC | 13,783 | $4.35M | 1.89% | +699+5.3% | Added |
| Cape Investment Advisory, Inc. | 13,785 | $4.35M | 2.47% | +306+2.3% | Added |
| Creative Financial Designs Inc | 13,788 | $4.35M | 0.51% | −236−1.7% | Reduced |
| Kessler Investment Group, LLC | 13,861 | $4.38M | 3.67% | +144+1.0% | Added |
| Richelieu Gestion PLC | 13,861 | $4.38M | 4.07% | +1,405+11.3% | Added |
| TFC Financial Management | 13,880 | $4.38M | 1.05% | +381+2.8% | Added |
| Hemington Wealth Management | 13,884 | $4.38M | 2.08% | −1,068−7.1% | Reduced |
| Riverview Trust Co | 13,887 | $4.38M | 3.89% | +342+2.5% | Added |