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 |
|---|---|---|---|---|---|
| TPG Financial Advisors, LLC | 2,072 | $654.2K | 0.34% | +518+33.3% | Added |
| Ardent Capital Management, Inc. | 2,073 | $654.5K | 0.37% | +1,038+100.3% | Added |
| Welch Capital Partners LLC | 2,075 | $655.0K | 0.19% | +185+9.8% | Added |
| Wick Capital Partners, LLC | 2,085 | $658.4K | 0.37% | +102+5.1% | Added |
| KilterHowling LLC | 2,110 | $666.2K | 0.59% | +13+0.6% | Added |
| Orin Green Financial, LLC | 2,114 | $667.5K | 0.37% | 00.0% | Unchanged |
| Kendall Capital Management | 2,117 | $668.0K | 0.30% | −152−6.7% | Reduced |
| Jentner Corp | 2,117 | $668.6K | 0.42% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 2,129 | $672.4K | 0.44% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,132 | $673.2K | 0.01% | −101−4.5% | Reduced |
| Epiq Partners, LLC | 2,138 | $675.1K | 0.51% | 00.0% | Unchanged |
| American Planning Services, Inc. | 2,140 | $675.7K | 0.45% | +136+6.8% | Added |
| Bridgewealth Advisory Group, LLC | 2,151 | $679.1K | 0.83% | +112+5.5% | Added |
| Warwick Investment Management, Inc. | 2,162 | $682.6K | 0.26% | +2+0.1% | Added |
| Lingohr & Partner Asset Management GmbH | 2,162 | $683.0K | 1.77% | +50+2.4% | Added |
| Intergy Private Wealth, LLC | 2,169 | $684.9K | 0.34% | +103+5.0% | Added |
| FIDELIS iM, LLC | 2,168 | $685.0K | 0.40% | +2+0.1% | Added |
| Virtus ETF Advisers LLC | 2,173 | $686.1K | 0.42% | −528−19.5% | Reduced |
| Tilson Financial Group, Inc. | 2,180 | $688.0K | 0.54% | +2,180 | New |
| Gouws Capital LLC | 2,179 | $688.0K | 0.58% | 00.0% | Unchanged |
| Tremblant Capital Group | 2,187 | $690.5K | 0.08% | +229+11.7% | Added |
| O'Connor Financial Group LLC | 2,191 | $691.8K | 0.47% | +31+1.4% | Added |
| Pachira Investments Inc. | 2,197 | $693.7K | 0.78% | +286+15.0% | Added |
| Sequent Asset Management, LLC | 2,198 | $694.1K | 0.76% | +50+2.3% | Added |
| Fenimore Asset Management Inc | 2,203 | $695.5K | 0.02% | −1,400−38.9% | Reduced |
| Horizon Family Wealth, Inc. | 2,206 | $696.6K | 0.67% | +4+0.2% | Added |
| Horrell Capital Management, Inc. | 2,210 | $698.0K | 0.23% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,224 | $702.1K | 0.30% | −87−3.8% | Reduced |
| CGC Financial Services, LLC | 2,239 | $707.0K | 0.49% | −814−26.7% | Reduced |
| Tandem Wealth Advisors LLC | 2,248 | $709.8K | 0.43% | −32−1.4% | Reduced |
| Arnhold LLC | 2,250 | $710.4K | 0.08% | 00.0% | Unchanged |
| TKG Advisors, LLC | 2,254 | $711.8K | 0.47% | +1,245+123.4% | Added |
| High Pines Wealth Management, LLC | 2,256 | $712.4K | 1.17% | +28+1.3% | Added |
| Penn Davis McFarland Inc | 2,259 | $713.3K | 0.12% | +600+36.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,260 | $713.6K | 0.12% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 2,262 | $714.1K | 0.09% | −12−0.5% | Reduced |
| Signify Wealth | 2,267 | $715.9K | 0.96% | +146+6.9% | Added |
| Epic Trust Investment Advisors, LLC | 2,281 | $720.3K | 1.13% | −44−1.9% | Reduced |
| Portland Investment Counsel Inc. | 2,294 | $724.0K | 0.33% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,300 | $726.2K | 0.64% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,300 | $726.3K | 0.18% | +10.0% | Added |
| Coyle Financial Counsel LLC | 2,301 | $726.5K | 0.30% | −210−8.4% | Reduced |
| Baron Financial Group, LLC | 2,306 | $728.1K | 0.47% | +10.0% | Added |
| SWS Partners | 2,307 | $728.3K | 0.27% | +24+1.1% | Added |
| Whelan Financial | 2,308 | $728.9K | 0.38% | +273+13.4% | Added |
| Oldfather Financial Services, LLC | 2,308 | $728.9K | 0.37% | −500−17.8% | Reduced |
| Ulland Investment Advisors, LLC | 2,312 | $730.0K | 0.80% | +510+28.3% | Added |
| Alamar Capital Management, LLC | 2,316 | $731.3K | 0.69% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 2,297 | $732.7K | 0.60% | −22−0.9% | Reduced |
| Auour Investments LLC | 2,215 | $733.5K | 0.31% | +10+0.5% | Added |
| Instrumental Wealth, LLC | 2,214 | $735.2K | 0.86% | +608+37.9% | Added |
| Noble Family Wealth, LLC | 2,331 | $736.0K | 0.25% | +31+1.3% | Added |
| Better Money Decisions, LLC | 2,336 | $737.6K | 0.65% | −116−4.7% | Reduced |
| Keystone Financial Services | 2,339 | $738.6K | 0.39% | +142+6.5% | Added |
| Hunter Perkins Capital Management, LLC | 2,340 | $739.0K | 0.16% | −198−7.8% | Reduced |
| Wexford Capital LP | 2,343 | $739.8K | 0.17% | +1,707+268.4% | Added |
| Sound Stewardship, LLC | 2,357 | $744.2K | 0.50% | −69−2.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,364 | $746.4K | 0.38% | −80−3.3% | Reduced |
| Plotkin Financial Advisors, LLC | 2,367 | $747.4K | 0.66% | +417+21.4% | Added |
| Sageworth Trust Co | 2,378 | $750.9K | 0.06% | −400−14.4% | Reduced |
| Pacific Sun Financial Corp | 2,379 | $751.1K | 0.52% | +18+0.8% | Added |
| LifePlan Investment Advisors, Inc. | 2,381 | $751.9K | 0.80% | +570+31.5% | Added |
| AJ Advisors, LLC | 2,384 | $752.7K | 0.57% | −10−0.4% | Reduced |
| HTG Investment Advisors, Inc. | 2,387 | $753.8K | 0.60% | +529+28.5% | Added |
| Botty Investors LLC | 2,391 | $755.0K | 0.29% | +2+0.1% | Added |
| Chicago Wealth Management, Inc. | 2,396 | $756.7K | 0.60% | −2−0.1% | Reduced |
| Aufman Associates Inc | 2,400 | $757.9K | 0.64% | −42−1.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,402 | $758.4K | 0.59% | +7+0.3% | Added |
| Delap Wealth Advisory, LLC | 2,420 | $764.1K | 0.74% | +423+21.2% | Added |
| Austin Wealth Management, LLC | 2,032 | $767.0K | 0.24% | +2,032 | New |
| X-Square Capital, LLC | 2,254 | $768.0K | 0.52% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 2,436 | $769.2K | 0.27% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,437 | $769.8K | 1.06% | +94+4.0% | Added |
| ACT Advisors, LLC. | 2,441 | $770.7K | 0.48% | +1,002+69.6% | Added |
| BlueSky Wealth Advisors, LLC | 2,446 | $772.4K | 0.16% | +190+8.4% | Added |
| Covey Capital Advisors, LLC | 2,450 | $773.6K | 1.10% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 2,450 | $773.7K | 0.09% | +22+0.9% | Added |
| LVZ Advisors, Inc. | 2,451 | $773.9K | 0.12% | −138−5.3% | Reduced |
| SMART Wealth LLC | 2,451 | $773.9K | 0.58% | −73−2.9% | Reduced |
| Altus Wealth Management, LLC | 2,461 | $777.1K | 0.54% | +995+67.9% | Added |
| Freedom Wealth Alliance, LLC | 2,475 | $781.4K | 1.29% | −332−11.8% | Reduced |
| CastleKnight Management LP | 2,475 | $781.5K | 0.13% | +1,000+67.8% | Added |
| Total Investment Management Inc | 2,478 | $782.4K | 0.11% | −184−6.9% | Reduced |
| Plan Group Financial, LLC | 2,481 | $783.3K | 0.56% | −2,342−48.6% | Reduced |
| Sciencast Management LP | 2,481 | $783.4K | 0.36% | −180−6.8% | Reduced |
| Virtus Investment Advisers, Inc. | 2,482 | $783.7K | 0.53% | +310+14.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,487 | $785.5K | 0.57% | −3−0.1% | Reduced |
| Gruss & Co., LLC | 2,500 | $789.4K | 6.68% | −4,500−64.3% | Reduced |
| Vista Private Wealth Partners. LLC | 2,482 | $791.5K | 0.33% | +176+7.6% | Added |
| Sensible Money, LLC | 2,507 | $791.6K | 0.56% | +62+2.5% | Added |
| Dopkins Wealth Management, LLC | 2,516 | $794.4K | 0.60% | +1,401+125.7% | Added |
| Kickstand Ventures, LLC. | 2,521 | $796.0K | 0.25% | +2,521 | New |
| Endowment Wealth Management, Inc. | 2,521 | $796.1K | 0.71% | +26+1.0% | Added |
| Quaker Wealth Management, LLC | 2,536 | $800.9K | 0.39% | +160+6.7% | Added |
| Collaborative Wealth Managment Inc. | 2,539 | $801.8K | 0.48% | +68+2.8% | Added |
| Aigen Investment Management, LP | 2,544 | $803.3K | 0.15% | −4,132−61.9% | Reduced |
| Carmel Capital Management L.L.C. | 2,544 | $803.3K | 0.45% | +400+18.7% | Added |
| Bernardo Wealth Planning LLC | 2,549 | $805.0K | 0.32% | +28+1.1% | Added |
| Websterrogers Financial Advisors, LLC | 2,551 | $805.5K | 0.35% | −114−4.3% | Reduced |
| Omega Financial Group, LLC | 2,555 | $806.8K | 0.39% | −722−22.0% | Reduced |