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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 1,127 | $355.8K | 0.19% | −447−28.4% | Reduced |
| Weil Company, Inc. | 1,127 | $356.0K | 0.18% | +40+3.7% | Added |
| OLIO Financial Planning | 1,132 | $357.5K | 0.17% | +1+0.1% | Added |
| Acute Investment Advisory, LLC | 1,142 | $360.6K | 0.22% | +129+12.7% | Added |
| Envoi LLC | 1,175 | $371.0K | 1.28% | −225−16.1% | Reduced |
| XY Capital Ltd | 1,175 | $371.0K | 0.34% | +1,175 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,176 | $371.6K | 0.12% | +71+6.4% | Added |
| DSC Advisors, L.P. | 1,179 | $372.3K | 0.56% | +106+9.9% | Added |
| Guardian Wealth Advisors, LLC | 1,180 | $372.5K | 0.29% | −23−1.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,180 | $372.6K | 0.17% | +65+5.8% | Added |
| LifePro Asset Management | 1,181 | $372.8K | 0.31% | −43−3.5% | Reduced |
| QCM Cayman, Ltd. | 1,182 | $373.2K | 2.43% | +1,182 | New |
| SWAN Capital LLC | 1,183 | $373.6K | 0.30% | +1,183 | New |
| MTM Financial Group, LLC | 1,184 | $373.7K | 0.31% | +18+1.5% | Added |
| Bramshill Investments, LLC | 1,190 | $375.7K | 0.04% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,192 | $376.4K | 0.35% | +112+10.4% | Added |
| Gainplan LLC | 1,196 | $377.6K | 0.53% | +1,196 | New |
| Afg Fiduciary Services Limited Partnership | 1,154 | $378.2K | 0.34% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,203 | $380.0K | 0.14% | −518−30.1% | Reduced |
| Benchmark Wealth Management, LLC | 1,204 | $380.2K | 0.24% | −30−2.4% | Reduced |
| Resource Planning Group | 1,212 | $382.8K | 0.32% | −99−7.6% | Reduced |
| Beacon Financial Planning, Inc | 1,213 | $383.1K | 0.33% | +1+0.1% | Added |
| Johnson Midwest Financial, LLC | 1,216 | $383.9K | 0.86% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 1,225 | $386.8K | 0.01% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 1,226 | $387.1K | 0.31% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,232 | $389.0K | 0.36% | +4+0.3% | Added |
| Family Investment Center, Inc. | 1,237 | $390.6K | 0.24% | −94−7.1% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,253 | $395.6K | 0.05% | +172+15.9% | Added |
| Barnett & Company, Inc. | 1,255 | $396.3K | 0.31% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,267 | $400.2K | 0.34% | +124+10.8% | Added |
| Stephenson National Bank & Trust | 1,268 | $400.4K | 0.22% | +206+19.4% | Added |
| Hoese & Co LLP | 1,269 | $400.7K | 0.41% | −370−22.6% | Reduced |
| Western Financial Corp | 1,271 | $401.5K | 0.29% | +255+25.1% | Added |
| Beacon Wealthcare LLC | 1,273 | $401.9K | 0.21% | −2−0.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,280 | $404.3K | 0.20% | −35−2.7% | Reduced |
| Family Capital Trust Co | 1,283 | $405.1K | 0.14% | −100−7.2% | Reduced |
| Truefg, LLC | 1,285 | $405.7K | 0.18% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 1,290 | $407.4K | 0.23% | +1,290 | New |
| Regal Wealth Group, Inc. | 1,291 | $407.7K | 0.28% | −35−2.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,295 | $408.9K | 0.11% | +1,295 | New |
| Arrien Investments, Inc. | 1,299 | $410.2K | 0.39% | −36−2.7% | Reduced |
| Cornerstone Retirement Group, Inc. | 1,305 | $412.1K | 0.12% | −3,592−73.4% | Reduced |
| Crabel Capital Management, LLC | 1,312 | $414.0K | 0.33% | +1,312 | New |
| Mendota Financial Group, LLC | 1,313 | $414.6K | 0.43% | −158−10.7% | Reduced |
| Keeley-Teton Advisors, LLC | 1,317 | $416.0K | 0.06% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,321 | $417.1K | 0.52% | +52+4.1% | Added |
| Rinkey Investments | 1,322 | $417.4K | 0.19% | −277−17.3% | Reduced |
| Lagoda Investment Management, L.P. | 1,325 | $418.4K | 0.27% | −200−13.1% | Reduced |
| Lowery Thomas, LLC | 1,347 | $425.2K | 0.41% | +2+0.1% | Added |
| Applied Capital LLC | 1,363 | $430.4K | 0.26% | +66+5.1% | Added |
| Mosaic Advisors LLC | 1,366 | $431.4K | 0.39% | −7,034−83.7% | Reduced |
| True Link Financial Advisors, LLC | 1,367 | $431.6K | 0.05% | +87+6.8% | Added |
| Mizuho Securities Co. Ltd. | 1,380 | $435.7K | 2.03% | −3,010−68.6% | Reduced |
| Lifestyle Asset Management, Inc. | 1,392 | $439.5K | 0.27% | +500+56.1% | Added |
| OmniStar Financial Group, Inc. | 1,391 | $441.9K | 0.52% | −329−19.1% | Reduced |
| Point72 Hong Kong Ltd | 1,400 | $442.1K | 0.12% | −8,000−85.1% | Reduced |
| Teramo Advisors, LLC | 1,400 | $442.1K | 0.23% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,400 | $442.1K | 0.66% | +1,386+9,900.0% | Added |
| Cresta Advisors, Ltd. | 1,405 | $443.6K | 0.34% | +1,405 | New |
| RTD Financial Advisors, Inc. | 1,412 | $445.8K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 1,412 | $446.0K | 0.27% | −198−12.3% | Reduced |
| Algert Global LLC | 1,432 | $452.2K | 0.02% | −21,355−93.7% | Reduced |
| Fortis Advisors, LLC | 1,433 | $452.5K | 0.34% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,436 | $453.4K | 0.35% | −79−5.2% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,440 | $454.7K | 0.39% | +1+0.1% | Added |
| Chico Wealth RIA | 1,452 | $458.5K | 0.55% | −4−0.3% | Reduced |
| Sharper & Granite LLC | 1,454 | $459.1K | 0.27% | +177+13.9% | Added |
| Peterson Financial Group, Inc. | 1,471 | $464.4K | 4.62% | +11+0.8% | Added |
| Axiom Advisory, LLC | 1,473 | $465.2K | 0.42% | +741+101.2% | Added |
| 25 LLC | 1,477 | $466.5K | 0.28% | +59+4.2% | Added |
| My Purposeful Wealth Corp. | 1,482 | $468.1K | 0.38% | −34−2.2% | Reduced |
| Armor Investment Advisors, LLC | 1,484 | $468.5K | 0.28% | +19+1.3% | Added |
| V2 Financial group LLC | 1,500 | $473.6K | 0.35% | −200−11.8% | Reduced |
| Triad Investment Management | 1,500 | $473.6K | 0.69% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,507 | $475.9K | 0.69% | +31+2.1% | Added |
| Denver Wealth Management, Inc. | 1,510 | $476.9K | 0.31% | +114+8.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,516 | $478.8K | 0.30% | −13−0.9% | Reduced |
| Reitz Capital Advisors LLC | 1,478 | $484.4K | 0.93% | −32,022−95.6% | Reduced |
| MBE Wealth Management, LLC | 1,538 | $485.5K | 0.28% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,538 | $485.7K | 0.13% | +149+10.7% | Added |
| Essex Private Wealth Management, LLC | 1,538 | $485.7K | 1.66% | −3−0.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,538 | $485.7K | 0.26% | +81+5.6% | Added |
| Merlin Capital LLC | 1,553 | $490.4K | 1.83% | −82−5.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,555 | $491.1K | 0.34% | +2+0.1% | Added |
| Capital Wealth Management, LLC | 1,566 | $494.5K | 0.27% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,567 | $494.7K | 0.33% | +1+0.1% | Added |
| Vantage Financial Partners, LLC | 1,570 | $495.8K | 0.19% | +103+7.0% | Added |
| Compass Advisory Group LLC | 1,574 | $497.0K | 0.26% | −153−8.9% | Reduced |
| Capricorn Fund Managers Ltd | 1,582 | $499.5K | 0.17% | −2,900−64.7% | Reduced |
| Corton Capital Inc. | 1,584 | $500.1K | 0.25% | +852+116.4% | Added |
| GoalFusion Wealth Management, LLC | 1,589 | $501.7K | 0.37% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,595 | $504.0K | 0.25% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,595 | $504.0K | 0.30% | +1,595 | New |
| Knott David M Jr | 1,600 | $505.0K | 0.20% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,607 | $507.4K | 0.47% | +1,000+164.7% | Added |
| Heritage Wealth Management, Inc./Texas | 1,608 | $507.7K | 0.46% | +687+74.6% | Added |
| Redmont Wealth Advisors LLC | 1,612 | $509.0K | 0.89% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 1,618 | $510.9K | 0.21% | −974−37.6% | Reduced |
| Harbor Group, Inc. | 1,618 | $510.9K | 0.29% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,622 | $512.1K | 0.24% | −501−23.6% | Reduced |