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 |
|---|---|---|---|---|---|
| Whitcomb & Hess, Inc. | 2,560 | $808.4K | 0.30% | −113−4.2% | Reduced |
| Maripau Wealth Management LLC | 2,564 | $809.6K | 0.74% | +522+25.6% | Added |
| ShoreHaven Wealth Partners, LLC | 2,568 | $810.9K | 0.56% | −92−3.5% | Reduced |
| Covestor Ltd | 2,569 | $812.0K | 0.61% | −30−1.2% | Reduced |
| Opus Capital Group, LLC | 2,570 | $812.0K | 0.14% | +66+2.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2,574 | $812.7K | 0.12% | +1,314+104.3% | Added |
| Saiph Capital, LLC | 2,574 | $812.9K | 0.44% | −123−4.6% | Reduced |
| Cypress Point Wealth Management, LLC | 2,581 | $815.0K | 0.72% | +2,581 | New |
| Narus Financial Partners, LLC | 2,584 | $815.8K | 0.42% | +202+8.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,591 | $818.0K | 0.23% | +57+2.2% | Added |
| Ewa, LLC | 2,239 | $820.9K | 0.53% | +348+18.4% | Added |
| Glaxis Capital Management, LLC | 2,600 | $821.0K | 5.43% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 2,605 | $822.5K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,608 | $823.7K | 0.37% | +109+4.4% | Added |
| Yoder Wealth Management, Inc. | 2,609 | $823.8K | 0.68% | −727−21.8% | Reduced |
| Raffa Wealth Management, LLC | 2,613 | $824.9K | 0.28% | +10.0% | Added |
| Brand Asset Management Group, Inc. | 2,621 | $827.5K | 0.42% | −722−21.6% | Reduced |
| Palladiem, LLC | 2,625 | $828.8K | 0.89% | +10.0% | Added |
| America First Investment Advisors, LLC | 2,628 | $829.8K | 0.23% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,633 | $831.5K | 0.39% | +220+9.1% | Added |
| Morris Financial Concepts, Inc. | 2,638 | $832.9K | 0.55% | −22−0.8% | Reduced |
| Fortune 45 LLC | 2,643 | $834.7K | 0.84% | +201+8.2% | Added |
| McNaughton Wealth Management, LLC | 2,647 | $835.8K | 0.56% | −131−4.7% | Reduced |
| Mma Asset Management LLC | 2,654 | $838.0K | 0.48% | +13+0.5% | Added |
| Wallace Capital Management Inc. | 2,662 | $840.5K | 0.13% | −1,700−39.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,667 | $842.1K | 0.08% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 2,669 | $842.7K | 1.17% | +2+0.1% | Added |
| TAP Consulting, LLC | 2,672 | $843.6K | 0.22% | −2,693−50.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,672 | $843.6K | 0.51% | +10.0% | Added |
| Meredith Wealth Planning | 2,674 | $844.2K | 0.63% | +1,504+128.5% | Added |
| Chiron Capital Management, LLC | 2,687 | $848.4K | 0.73% | −420−13.5% | Reduced |
| Axim Planning & Wealth | 2,688 | $848.7K | 0.75% | +251+10.3% | Added |
| Element Wealth, LLC | 2,709 | $855.4K | 0.62% | −74−2.7% | Reduced |
| Juncture Wealth Strategies, LLC | 2,713 | $856.6K | 0.42% | +60+2.3% | Added |
| Warner Financial, Inc | 2,713 | $857.0K | 0.57% | +10.0% | Added |
| Morling Financial Advisors, LLC | 2,728 | $861.4K | 0.85% | −183−6.3% | Reduced |
| Acas, LLC | 2,735 | $863.6K | 1.07% | +162+6.3% | Added |
| Graham Capital Wealth Management, LLC | 2,538 | $864.3K | 2.04% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,745 | $866.7K | 0.76% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 2,747 | $867.4K | 0.22% | +1,164+73.5% | Added |
| Capital Square, LLC | 2,628 | $867.8K | 1.17% | −5−0.2% | Reduced |
| Dakota Community Bank & Trust NA | 2,749 | $868.0K | 5.52% | −207−7.0% | Reduced |
| Wilkins Investment Counsel Inc | 2,749 | $868.0K | 0.23% | +349+14.5% | Added |
| Arrowroot Family Office, LLC | 2,758 | $870.7K | 0.69% | −1,471−34.8% | Reduced |
| Garrison Asset Management, LLC | 2,761 | $871.8K | 0.53% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,772 | $875.0K | 0.40% | +387+16.2% | Added |
| Waterford Advisors, LLC | 2,772 | $875.3K | 0.49% | +154+5.9% | Added |
| jvl associates llc | 2,773 | $875.6K | 0.45% | +123+4.6% | Added |
| Tower Wealth Partners, Inc. | 2,775 | $876.2K | 0.72% | +127+4.8% | Added |
| Continental Investors Services, Inc. | 2,779 | $877.6K | 2.66% | −2,639−48.7% | Reduced |
| Foundry Partners, LLC | 2,790 | $880.9K | 0.05% | +645+30.1% | Added |
| Insight Folios Inc | 2,802 | $884.8K | 0.43% | −7−0.2% | Reduced |
| Future Financial Wealth Managment LLC | 2,804 | $885.4K | 0.98% | +7+0.3% | Added |
| Axiom Financial Strategies, LLC | 2,823 | $891.5K | 0.60% | −70−2.4% | Reduced |
| DDFG, Inc | 2,824 | $891.6K | 0.33% | −16−0.6% | Reduced |
| Grand Wealth Management, LLC | 2,826 | $892.3K | 0.55% | +634+28.9% | Added |
| Atlas Financial Advisors, Inc. | 2,829 | $893.3K | 0.70% | +1,371+94.0% | Added |
| Lowe Wealth Advisors, LLC | 2,835 | $895.0K | 0.48% | +10.0% | Added |
| Oberweis Asset Management Inc | 2,835 | $895.2K | 0.10% | −220−7.2% | Reduced |
| ODonnell Financial Services, LLC | 2,847 | $899.0K | 0.50% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 2,850 | $900.1K | 0.39% | +60+2.2% | Added |
| Headlands Technologies LLC | 2,852 | $900.5K | 0.44% | −14,597−83.7% | Reduced |
| BHK Investment Advisors, LLC | 2,856 | $901.7K | 0.41% | −75−2.6% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,864 | $904.4K | 0.55% | −60−2.1% | Reduced |
| Financial Planning & Information Services, Inc. | 2,877 | $908.3K | 0.17% | −143−4.7% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,890 | $912.5K | 0.72% | 00.0% | Unchanged |
| Brickley Wealth Management | 2,895 | $914.1K | 0.24% | −33−1.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,900 | $915.7K | 0.59% | +458+18.8% | Added |
| Precision Wealth Strategies, LLC | 2,904 | $916.9K | 0.99% | +1,530+111.4% | Added |
| Archetype Wealth Partners | 2,904 | $917.0K | 0.19% | −75−2.5% | Reduced |
| IVC Wealth Advisors LLC | 2,910 | $918.7K | 0.61% | +16+0.6% | Added |
| Richwood Investment Advisors, LLC | 2,919 | $921.7K | 0.94% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 2,921 | $922.4K | 0.86% | −416−12.5% | Reduced |
| Cairn Investment Group, Inc. | 2,932 | $926.0K | 0.61% | +121+4.3% | Added |
| Richard C. Young & CO., LTD. | 2,943 | $929.1K | 0.13% | +1,095+59.3% | Added |
| SBB Research Group LLC | 2,943 | $929.3K | 1.66% | +5+0.2% | Added |
| Fort, L.P. | 2,944 | $929.6K | 2.57% | +350+13.5% | Added |
| Inspire Advisors, LLC | 2,953 | $932.4K | 0.16% | +644+27.9% | Added |
| Cornerstone Planning Group LLC | 2,973 | $938.7K | 0.36% | +611+25.9% | Added |
| Arlington Capital Management, Inc. | 2,975 | $939.5K | 0.98% | +1,222+69.7% | Added |
| Presidio Capital Management, LLC | 2,993 | $945.0K | 0.83% | +175+6.2% | Added |
| Davis Investment Partners, LLC | 2,963 | $945.9K | 0.50% | −33−1.1% | Reduced |
| Capital Wealth Alliance, LLC | 3,014 | $951.8K | 0.72% | +4+0.1% | Added |
| Gallacher Capital Management LLC | 3,019 | $953.2K | 0.60% | −203−6.3% | Reduced |
| Mainstay Capital Management LLC | 3,023 | $954.7K | 0.20% | −1,897−38.6% | Reduced |
| Seascape Capital Management | 3,040 | $960.0K | 0.45% | +27+0.9% | Added |
| Holland Advisory Services, Inc. | 3,050 | $963.0K | 1.22% | +472+18.3% | Added |
| Keb Asset Management, LLC | 3,052 | $963.7K | 0.40% | +78+2.6% | Added |
| Level Financial Advisors, Inc. | 3,054 | $964.4K | 0.54% | +1,559+104.3% | Added |
| Aspire Wealth Management Corp | 3,056 | $965.0K | 0.73% | −123−3.9% | Reduced |
| Flower City Capital | 3,057 | $965.3K | 0.99% | −48−1.5% | Reduced |
| Eschler Asset Management LLP | 3,060 | $966.2K | 1.13% | +3,060 | New |
| LaSalle St. Investment Advisors, LLC | 3,074 | $970.0K | 0.48% | +1,105+56.1% | Added |
| Sutton Place Investors LLC | 3,092 | $976.4K | 1.27% | +44+1.4% | Added |
| G2 Capital Management, LLC | 3,094 | $977.1K | 0.44% | +216+7.5% | Added |
| Lutz Financial Services LLC | 3,095 | $977.2K | 0.11% | −131−4.1% | Reduced |
| Conestoga Capital Advisors, LLC | 3,099 | $978.5K | 0.02% | −20−0.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,104 | $980.3K | 0.15% | −581−15.8% | Reduced |
| HighMark Wealth Management LLC | 3,108 | $981.2K | 0.81% | +89+2.9% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $984.0K | 0.48% | 00.0% | Unchanged |