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 |
|---|---|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 1,623 | $512.5K | 0.23% | +176+12.2% | Added |
| Kraematon Investment Advisors, Inc | 1,641 | $518.1K | 0.64% | −99−5.7% | Reduced |
| TL Private Wealth | 1,572 | $518.5K | 0.30% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 1,652 | $521.6K | 1.01% | −1,390−45.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,654 | $522.3K | 0.18% | +4+0.2% | Added |
| Morton Brown Family Wealth, LLC | 1,659 | $523.8K | 0.27% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,659 | $523.9K | 0.27% | −2−0.1% | Reduced |
| Strategic Equity Management | 1,664 | $525.4K | 0.20% | +72+4.5% | Added |
| West Financial Advisors, LLC | 1,664 | $525.6K | 0.13% | +12+0.7% | Added |
| McCarthy Asset Management, Inc. | 1,667 | $526.4K | 0.39% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 1,669 | $527.0K | 0.97% | −700−29.5% | Reduced |
| Resolute Partners Group | 1,671 | $527.6K | 0.08% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 1,675 | $529.0K | 0.38% | +24+1.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,681 | $530.8K | 0.27% | −21−1.2% | Reduced |
| Arkansas Financial Group, Inc. | 1,694 | $534.9K | 0.11% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,621 | $535.1K | 0.38% | −635−28.1% | Reduced |
| Karpus Management, Inc. | 1,700 | $536.8K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,706 | $538.8K | 0.18% | −920−35.0% | Reduced |
| High Probability Advisors, LLC | 1,707 | $539.0K | 0.12% | +71+4.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,717 | $542.2K | 0.50% | +97+6.0% | Added |
| Client 1st Advisory Group, LLC | 1,717 | $542.3K | 0.29% | −23−1.3% | Reduced |
| Reliant Investment Management, LLC | 1,730 | $546.2K | 0.32% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,732 | $547.0K | 0.18% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 1,734 | $547.6K | 0.02% | +1+0.1% | Added |
| Hilltop Wealth Advisors, LLC | 1,738 | $548.8K | 0.42% | +127+7.9% | Added |
| Raymond James Trust Co. of NH | 1,754 | $553.8K | 7.24% | −86−4.7% | Reduced |
| Ionic Capital Management LLC | 1,756 | $554.5K | 0.22% | +1,756 | New |
| Rather & Kittrell, Inc. | 1,783 | $563.0K | 0.23% | −4−0.2% | Reduced |
| ETF Portfolio Partners, Inc. | 1,789 | $564.9K | 0.21% | +925+107.1% | Added |
| Ruedi Wealth Management, Inc. | 1,791 | $565.6K | 0.32% | +60+3.5% | Added |
| Theory Financial LLC | 1,795 | $566.8K | 0.33% | −46−2.5% | Reduced |
| Schoolcraft Capital LLC | 1,796 | $567.1K | 0.16% | −22−1.2% | Reduced |
| HC Advisors, LLC | 1,800 | $568.4K | 0.34% | −195−9.8% | Reduced |
| TNF LLC | 1,728 | $572.4K | 0.27% | +2+0.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,825 | $576.2K | 0.00% | −641−26.0% | Reduced |
| Tactive Advisors, LLC | 1,834 | $579.0K | 0.50% | +144+8.5% | Added |
| Tobias Financial Advisors, Inc. | 1,835 | $579.5K | 0.15% | −91−4.7% | Reduced |
| PFS Partners, LLC | 1,838 | $580.3K | 0.51% | −27−1.4% | Reduced |
| Enzi Wealth | 1,777 | $582.4K | 0.31% | −8−0.4% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $582.6K | 0.62% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,849 | $584.0K | 0.41% | +111+6.4% | Added |
| Provident Wealth Management, LLC | 1,851 | $584.5K | 0.28% | 00.0% | Unchanged |
| Rebalance, LLC | 1,855 | $585.7K | 0.06% | +88+5.0% | Added |
| Martin Investment Management, LLC | 1,857 | $586.3K | 0.18% | −526−22.1% | Reduced |
| McMahon Financial Advisors, LLC | 1,860 | $587.2K | 0.18% | −8−0.4% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,868 | $590.3K | 0.43% | +259+16.1% | Added |
| Basepoint Wealth LLC | 1,875 | $592.0K | 0.48% | +142+8.2% | Added |
| IAG Wealth Partners, LLC | 1,878 | $593.0K | 0.17% | −18−0.9% | Reduced |
| Boston Standard Wealth Management, LLC | 1,896 | $599.0K | 0.16% | −133−6.6% | Reduced |
| VitalStone Financial, LLC | 1,623 | $600.0K | 0.51% | +1,350+494.5% | Added |
| Private Wealth Strategies, L.L.C. | 1,903 | $600.9K | 0.15% | +135+7.6% | Added |
| ZRC Wealth Management, LLC | 1,912 | $603.8K | 0.52% | 00.0% | Unchanged |
| Banta Asset Management LP | 1,916 | $605.0K | 0.75% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,920 | $606.3K | 0.23% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,920 | $606.4K | 0.35% | −1−0.1% | Reduced |
| Poplar Forest Capital LLC | 1,924 | $607.5K | 0.07% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,925 | $607.8K | 0.35% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,927 | $608.5K | 0.71% | −1,308−40.4% | Reduced |
| O'Brien Wealth Partners LLC | 1,928 | $608.8K | 0.17% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,931 | $609.8K | 0.37% | −75−3.7% | Reduced |
| Brio Consultants, LLC | 1,933 | $610.3K | 0.11% | +62+3.3% | Added |
| Richard P Slaughter Associates Inc | 1,935 | $611.0K | 0.16% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,938 | $612.0K | 0.16% | +31+1.6% | Added |
| Gibson Capital, LLC | 1,940 | $612.6K | 0.17% | +1+0.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,943 | $613.5K | 0.24% | +1,943 | New |
| Seven Springs Wealth Group, LLC | 1,946 | $614.5K | 0.29% | +37+1.9% | Added |
| Meridian Management Co | 1,947 | $614.7K | 0.20% | +420+27.5% | Added |
| Mason Investment Advisory Services, Inc. | 1,948 | $615.1K | 0.06% | +876+81.7% | Added |
| Stevard, LLC | 1,953 | $616.7K | 0.62% | 00.0% | Unchanged |
| Etfidea, LLC | 1,956 | $617.6K | 0.26% | −400−17.0% | Reduced |
| Treynor Bancshares, Inc. | 1,961 | $619.3K | 0.39% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 1,974 | $623.5K | 0.34% | −33−1.6% | Reduced |
| Stegent Equity Advisors, Inc. | 1,979 | $624.8K | 0.79% | −65−3.2% | Reduced |
| Coco Enterprises, LLC | 1,983 | $626.1K | 0.50% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 1,991 | $628.7K | 0.83% | +1,321+197.2% | Added |
| Sterling Manor Financial, LLC | 1,994 | $629.5K | 0.57% | +634+46.6% | Added |
| Financial Enhancement Group LLC | 1,893 | $629.7K | 0.12% | +200+11.8% | Added |
| Demars Financial Group, LLC | 1,995 | $630.0K | 0.36% | −21−1.0% | Reduced |
| St. Louis Trust Co | 2,000 | $631.5K | 0.12% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 2,000 | $631.5K | 1.14% | +500+33.3% | Added |
| Galibier Capital Management Ltd. | 2,000 | $631.5K | 0.14% | +2,000 | New |
| NSI Retail Advisors, LLC | 2,002 | $632.0K | 0.13% | −700−25.9% | Reduced |
| Constant Guidance Financial LLC | 1,992 | $633.0K | 0.84% | +1,992 | New |
| Burrus Financial Services, Inc. | 2,010 | $634.7K | 0.36% | +4+0.2% | Added |
| Kaye Capital Management | 2,011 | $634.9K | 0.29% | +4+0.2% | Added |
| Seven Post Investment Office LP | 2,012 | $635.3K | 0.18% | +75+3.9% | Added |
| Hanseatic Management Services Inc | 2,025 | $639.4K | 1.19% | +14+0.7% | Added |
| Joseph P. Lucia & Associates, LLC | 2,026 | $639.8K | 0.45% | +135+7.1% | Added |
| Carl Stuart Investment Advisor, Inc | 1,998 | $643.0K | 0.52% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 2,038 | $643.5K | 0.20% | +10+0.5% | Added |
| Tfo-TDC, LLC | 1,890 | $643.6K | 0.13% | +985+108.8% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $645.4K | 15.83% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,045 | $645.7K | 0.39% | −8−0.4% | Reduced |
| Financial Advisory Corp | 2,049 | $647.0K | 0.30% | −964−32.0% | Reduced |
| All Season Financial Advisors, Inc. | 2,054 | $648.5K | 0.66% | +2+0.1% | Added |
| ESL Trust Services, LLC | 2,056 | $649.2K | 0.21% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,056 | $649.3K | 0.41% | −50−2.4% | Reduced |
| Equita Financial Network, Inc. | 2,059 | $650.0K | 0.40% | +2,059 | New |
| Xcel Wealth Management, LLC | 2,063 | $651.3K | 0.26% | −4,433−68.2% | Reduced |
| Fox Run Management, L.L.C. | 2,070 | $653.6K | 0.19% | +800+63.0% | Added |