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; 6,248 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
- 4,861
- +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
- 2,207 more added
- Sold out
- 90
- 2,102 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Biltmore Wealth Management, LLC | 801 | $252.9K | 0.12% | +1+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 801 | $252.9K | 0.09% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 813 | $256.7K | 3.23% | +1+0.1% | Added |
| Weitzel Financial Services, Inc. | 810 | $257.8K | 0.15% | +100+14.1% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 819 | $258.6K | 0.15% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 824 | $260.2K | 0.21% | −22−2.6% | Reduced |
| LPWM LLC | 816 | $262.6K | 0.12% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 835 | $263.6K | 0.18% | −20−2.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 844 | $266.5K | 0.22% | −4,950−85.4% | Reduced |
| David Kennon Inc | 848 | $267.6K | 0.13% | −51−5.7% | Reduced |
| Myecfo, LLC | 849 | $267.9K | 0.19% | −265−23.8% | Reduced |
| Schwab Charitable Fund | 849 | $268.1K | 0.02% | +849 | New |
| Clark Estates Inc | 853 | $269.3K | 0.05% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 854 | $269.7K | 0.02% | −25−2.8% | Reduced |
| Terril Brothers, Inc. | 856 | $270.3K | 0.13% | +88+11.5% | Added |
| HN Saltoro Capital, LP | 856 | $270.3K | 0.70% | +856 | New |
| Compass Financial Group, Inc. | 863 | $272.5K | 0.17% | −320−27.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 863 | $272.5K | 0.16% | −71−7.6% | Reduced |
| Highland Financial Advisors, LLC | 864 | $273.0K | 0.14% | +101+13.2% | Added |
| New Harbor Financial Group, LLC | 875 | $276.3K | 0.11% | +16+1.9% | Added |
| Diametric Capital, LP | 875 | $276.3K | 0.12% | +875 | New |
| Sage Financial Group Inc | 882 | $278.5K | 0.03% | +882 | New |
| Ergawealth Advisors, Inc. | 888 | $280.3K | 0.19% | 00.0% | Unchanged |
| American Investment Services, Inc. | 890 | $281.0K | 0.06% | −415−31.8% | Reduced |
| Threadgill Financial, LLC | 858 | $282.9K | 0.22% | +33+4.0% | Added |
| 1492 Capital Management LLC | 899 | $283.9K | 0.18% | +4+0.4% | Added |
| Reinhart Partners, Inc. | 900 | $284.2K | 0.01% | 00.0% | Unchanged |
| Sicart Associates LLC | 900 | $284.2K | 0.11% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $284.2K | 0.15% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 904 | $285.5K | 0.21% | −42−4.4% | Reduced |
| Antonetti Capital Management LLC | 915 | $288.9K | 0.45% | −65−6.6% | Reduced |
| Lee Financial Group Hawaii, Inc. | 919 | $290.2K | 0.27% | −357−28.0% | Reduced |
| Brevan Howard Capital Management LP | 922 | $291.1K | 0.09% | −14,236−93.9% | Reduced |
| Alethea Capital Management, LLC | 925 | $292.1K | 0.36% | −150−14.0% | Reduced |
| Weiss Asset Management LP | 928 | $293.0K | 0.02% | −9,860−91.4% | Reduced |
| Custos Family Office, LLC | 935 | $295.3K | 0.20% | +13+1.4% | Added |
| Perritt Capital Management Inc | 937 | $295.9K | 0.17% | +30+3.3% | Added |
| Acorns Advisers, LLC | 936 | $296.0K | 0.00% | +936 | New |
| Socha Financial Group, LLC | 942 | $297.6K | 0.16% | −11−1.2% | Reduced |
| Peak Financial Advisors LLC | 945 | $298.4K | 0.32% | −4,040−81.0% | Reduced |
| Solano Wealth Management, Inc. | 946 | $298.7K | 0.21% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 957 | $300.3K | 0.15% | −57−5.6% | Reduced |
| Gagnon Securities LLC | 954 | $301.2K | 0.08% | +2+0.2% | Added |
| Marmo Financial Group, LLC | 960 | $303.2K | 0.29% | −15−1.5% | Reduced |
| Lountzis Asset Management, LLC | 963 | $304.0K | 0.17% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 966 | $305.0K | 0.17% | +966 | New |
| Dravo Bay LLC | 976 | $308.2K | 0.22% | −106−9.8% | Reduced |
| Vantage Consulting Group Inc | 978 | $308.8K | 0.21% | −18−1.8% | Reduced |
| Syntax Advisors, LLC | 978 | $308.8K | 0.27% | −18−1.8% | Reduced |
| Briaud Financial Planning, Inc | 981 | $309.0K | 0.25% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 979 | $309.2K | 0.30% | −509−34.2% | Reduced |
| Seaside Wealth Management, Inc. | 981 | $309.8K | 0.16% | −8−0.8% | Reduced |
| Disciplined Growth Investors Inc | 982 | $310.1K | 0.01% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 982 | $310.1K | 0.16% | −357−26.7% | Reduced |
| Integrated Capital Management, Inc. | 984 | $310.7K | 0.27% | −75−7.1% | Reduced |
| Prism Advisors, Inc. | 989 | $312.4K | 0.11% | −16−1.6% | Reduced |
| True Wealth Design, LLC | 992 | $313.2K | 0.10% | +1+0.1% | Added |
| Sanchez Wealth Management Group | 994 | $313.9K | 0.13% | +92+10.2% | Added |
| Retirement Investment Advisors, Inc. | 996 | $314.5K | 0.03% | 00.0% | Unchanged |
| WJ Interests, LLC | 997 | $314.8K | 0.22% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,000 | $315.8K | 0.05% | −375−27.3% | Reduced |
| Alpha Square Group S, LLC | 1,000 | $315.8K | 0.37% | +1,000 | New |
| Hyperion Capital Advisors LP | 1,007 | $318.0K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,011 | $319.0K | 0.25% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,011 | $319.0K | 0.14% | +2+0.2% | Added |
| AIFG Consultants Ltd. | 1,012 | $319.5K | 0.26% | +177+21.2% | Added |
| Beacon Financial Strategies CORP | 1,013 | $319.9K | 0.28% | −396−28.1% | Reduced |
| Cardinal Capital Management, Inc. | 1,016 | $320.8K | 0.02% | −134−11.7% | Reduced |
| Second Half Financial Partners, LLC | 1,016 | $320.9K | 0.16% | −11,851−92.1% | Reduced |
| Sunesis Advisors, LLC | 1,017 | $321.1K | 0.23% | +1,017 | New |
| Triune Financial Partners, LLC | 1,021 | $322.4K | 0.13% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,025 | $323.6K | 0.04% | +18+1.8% | Added |
| Milestone Advisory Partners | 1,033 | $326.2K | 0.27% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 1,035 | $326.7K | 0.26% | +209+25.3% | Added |
| BBJS Financial Advisors, LLC | 1,036 | $327.0K | 0.12% | +1,000+2,777.8% | Added |
| Weinberger Asset Management, Inc | 1,036 | $327.0K | 0.19% | +262+33.9% | Added |
| Goff John C | 1,040 | $328.4K | 0.46% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 1,042 | $328.9K | 0.05% | −389−27.2% | Reduced |
| Bull Oak Capital, LLC | 1,043 | $329.3K | 0.36% | +1,043 | New |
| Del-Sette Capital Management, LLC | 1,045 | $329.9K | 0.32% | −195−15.7% | Reduced |
| Avant Capital LLC | 1,050 | $331.5K | 0.38% | +2+0.2% | Added |
| Interactive Financial Advisors | 1,051 | $331.9K | 0.22% | 00.0% | Unchanged |
| Saybrook Capital | 1,052 | $332.0K | 0.10% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,052 | $332.1K | 0.15% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,052 | $332.1K | 0.26% | −1,930−64.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,054 | $332.8K | 0.15% | +574+119.6% | Added |
| BCK Partners, Inc. | 1,063 | $335.6K | 0.21% | +100+10.4% | Added |
| Magnolia Wealth Management, LLC | 1,063 | $335.7K | 0.31% | +88+9.0% | Added |
| Waller Financial Planning Group, Inc | 1,068 | $337.2K | 0.10% | −29−2.6% | Reduced |
| Strategic Point Investment Advisors, LLC | 1,068 | $337.2K | 0.07% | +180+20.3% | Added |
| Horizons Wealth Management | 1,084 | $342.3K | 0.25% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,086 | $342.9K | 0.32% | +1,086 | New |
| IvyRock Asset Management (HK) Ltd | 1,090 | $344.2K | 0.18% | +300+38.0% | Added |
| TAGStone Capital, Inc. | 1,093 | $345.0K | 0.25% | +1+0.1% | Added |
| Outfitter Financial LLC | 1,109 | $350.2K | 0.33% | −25−2.2% | Reduced |
| Shariaportfolio, Inc. | 1,115 | $352.0K | 0.28% | +1,115 | New |
| Leo H. Evart, Inc. | 1,117 | $352.8K | 0.54% | −525−32.0% | Reduced |
| Cadent Capital Advisors, LLC | 1,120 | $353.5K | 0.17% | −1,024−47.8% | Reduced |
| Treasure Coast Financial Planning | 1,126 | $355.5K | 0.25% | 00.0% | Unchanged |
| Schubert & Co | 1,126 | $355.5K | 0.36% | +112+11.0% | Added |