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 |
|---|---|---|---|---|---|
| Trinity Wealth Management, LLC | 3,118 | $984.5K | 0.61% | −38−1.2% | Reduced |
| Intelligence Driven Advisers, LLC | 3,102 | $989.5K | 0.18% | −76−2.4% | Reduced |
| CPA Asset Management LLC | 3,145 | $992.9K | 0.70% | +117+3.9% | Added |
| Global Wealth Strategies & Associates | 3,146 | $993.4K | 0.46% | +2+0.1% | Added |
| Must Asset Management Inc. | 3,191 | $996.0K | 2.44% | +737+30.0% | Added |
| Raub Brock Capital Management LP | 3,155 | $996.2K | 0.20% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,159 | $997.5K | 0.54% | +57+1.8% | Added |
| Dark Forest Capital Management LP | 3,165 | $999.3K | 0.08% | −2,317−42.3% | Reduced |
| Soundwatch Capital LLC | 3,171 | $1.00M | 0.22% | +486+18.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,179 | $1.00M | 4.50% | +3,179 | New |
| McClarren Financial Advisors, Inc. | 3,180 | $1.00M | 0.88% | 00.0% | Unchanged |
| MAS Advisors LLC | 3,182 | $1.00M | 1.44% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.00M | 0.87% | – | – |
| Defined Wealth Management, LLC | 3,185 | $1.01M | 0.86% | +204+6.8% | Added |
| Range Financial Group LLC | 3,197 | $1.01M | 0.67% | −169−5.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,200 | $1.01M | 0.44% | 00.0% | Unchanged |
| Concorde Financial Corp | 3,200 | $1.01M | 1.72% | −13,869−81.3% | Reduced |
| Valliance Asset Management Ltd | 3,200 | $1.01M | 3.68% | +3,200 | New |
| Planning Directions Inc | 3,212 | $1.01M | 0.78% | +6+0.2% | Added |
| Moody Aldrich Partners LLC | 3,149 | $1.01M | 0.19% | +3,149 | New |
| Howard Wealth Management, LLC | 3,215 | $1.02M | 0.94% | −23−0.7% | Reduced |
| Birmingham Capital Management Co Inc | 3,221 | $1.02M | 0.42% | +1,085+50.8% | Added |
| Winslow Asset Management Inc | 3,223 | $1.02M | 0.24% | −270−7.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 3,224 | $1.02M | 0.34% | +757+30.7% | Added |
| Awm Capital, LLC | 3,224 | $1.02M | 0.21% | +203+6.7% | Added |
| Integral Investment Advisors, Inc. | 3,228 | $1.02M | 0.71% | +532+19.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,235 | $1.02M | 1.76% | +3,235 | New |
| Financial Guidance Group, Inc. | 3,238 | $1.02M | 0.77% | −200−5.8% | Reduced |
| WPWealth LLP | 3,248 | $1.03M | 0.39% | +37+1.2% | Added |
| Biechele Royce Advisors | 3,248 | $1.03M | 0.38% | +91+2.9% | Added |
| Roble, Belko & Company, Inc | 3,254 | $1.03M | 0.21% | −31−0.9% | Reduced |
| Strategic Financial Partners, Ltd. | 3,266 | $1.03M | 0.63% | −4−0.1% | Reduced |
| Hyperion Partners, LLC | 3,268 | $1.03M | 0.89% | +195+6.3% | Added |
| Archvest Wealth Advisors, Inc. | 3,269 | $1.03M | 0.84% | +188+6.1% | Added |
| FMB Wealth Management | 3,273 | $1.03M | 1.11% | +9+0.3% | Added |
| Lebenthal Global Advisors, LLC | 3,277 | $1.03M | 0.31% | +292+9.8% | Added |
| Kelman-Lazarov, Inc. | 3,285 | $1.04M | 0.25% | −7−0.2% | Reduced |
| Vance Wealth, Inc. | 3,298 | $1.04M | 0.49% | +303+10.1% | Added |
| Horizon Bancorp Inc | 3,303 | $1.04M | 0.67% | +1,431+76.4% | Added |
| Marquette Asset Management, LLC | 3,317 | $1.05M | 0.25% | +152+4.8% | Added |
| Phillips Financial Management, LLC | 3,336 | $1.05M | 0.10% | +250+8.1% | Added |
| Parker Financial LLC | 3,342 | $1.06M | 0.74% | +212+6.8% | Added |
| Harvest Investment Services, LLC | 3,346 | $1.06M | 0.68% | +1,281+62.0% | Added |
| Schwartz Investment Counsel Inc | 3,350 | $1.06M | 0.05% | −800−19.3% | Reduced |
| Panoramic Investment Advisors, LLC | 3,365 | $1.06M | 0.98% | +3,365 | New |
| Portfolio Strategies, Inc. | 3,366 | $1.06M | 0.20% | −98−2.8% | Reduced |
| Maven Securities LTD | 3,370 | $1.06M | 0.12% | +3,370 | New |
| Riverstone Advisors, LLC | 3,373 | $1.06M | 0.74% | +876+35.1% | Added |
| Ogorek Anthony Joseph | 3,367 | $1.07M | 0.42% | +305+10.0% | Added |
| Round Rock Advisors, LLC | 3,378 | $1.07M | 0.40% | −12−0.4% | Reduced |
| Intrepid Capital Management Inc | 3,387 | $1.07M | 0.74% | +392+13.1% | Added |
| Colorado Capital Management, Inc. | 3,390 | $1.07M | 0.81% | +115+3.5% | Added |
| Diker Management LLC | 3,392 | $1.07M | 0.96% | −200−5.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,903 | $1.07M | 0.40% | +182+6.7% | Added |
| Von Berge Wealth Management Group, LLC | 3,401 | $1.07M | 0.92% | +98+3.0% | Added |
| Asset Planning Corporation | 3,404 | $1.07M | 0.83% | +27+0.8% | Added |
| Guardian Financial Partners, LLC | 3,410 | $1.08M | 1.01% | +3,410 | New |
| Seaport Global Advisors, LLC | 3,412 | $1.08M | 3.23% | −457−11.8% | Reduced |
| Sterling Financial Group, Inc. | 3,413 | $1.08M | 0.68% | −115−3.3% | Reduced |
| Capital Markets Trading UK LLP | 3,417 | $1.08M | 0.94% | −42,816−92.6% | Reduced |
| Landmark Wealth Management, LLC | 3,421 | $1.08M | 0.61% | +3,421 | New |
| Arista Wealth Management, LLC | 3,421 | $1.08M | 0.42% | +404+13.4% | Added |
| Asset Management Resources, LLC | 3,431 | $1.08M | 0.67% | −272−7.3% | Reduced |
| Tranquilli Financial Advisor LLC | 3,433 | $1.08M | 0.78% | +43+1.3% | Added |
| LGL Partners, LLC | 3,433 | $1.08M | 0.19% | −33−1.0% | Reduced |
| Shelton Wealth Management, LLC | 3,439 | $1.09M | 0.87% | −42−1.2% | Reduced |
| Austin Asset Management Co Inc | 3,444 | $1.09M | 0.32% | +51+1.5% | Added |
| Kooman & Associates | 3,473 | $1.10M | 0.55% | −18−0.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,476 | $1.10M | 1.07% | −63−1.8% | Reduced |
| Bridgefront Capital, LLC | 3,477 | $1.10M | 0.77% | +3,477 | New |
| Earnest Partners LLC | 3,482 | $1.10M | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,489 | $1.10M | 0.48% | +548+18.6% | Added |
| Ackerman Capital Advisors, LLC | 3,502 | $1.11M | 0.31% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3,503 | $1.11M | 0.76% | −28−0.8% | Reduced |
| Armbruster Capital Management, Inc. | 3,511 | $1.11M | 0.28% | −506−12.6% | Reduced |
| Camarda Financial Advisors, LLC | 3,530 | $1.11M | 0.72% | −616−14.9% | Reduced |
| Retirement Guys Formula LLC | 3,534 | $1.12M | 0.78% | +727+25.9% | Added |
| Guidance Point Advisors, LLC | 3,536 | $1.12M | 0.45% | +181+5.4% | Added |
| Corrado Advisors, LLC | 3,539 | $1.12M | 0.77% | +3,539 | New |
| Avion Wealth | 3,553 | $1.12M | 0.32% | +188+5.6% | Added |
| Lockerman Financial Group, Inc. | 3,559 | $1.12M | 3.02% | −39−1.1% | Reduced |
| WESPAC Advisors, LLC | 3,566 | $1.13M | 0.84% | +250+7.5% | Added |
| PCG Wealth Advisors, LLC | 3,583 | $1.13M | 0.74% | +3+0.1% | Added |
| Defender Capital, LLC. | 3,587 | $1.13M | 0.41% | +301+9.2% | Added |
| Act Wealth Management, LLC | 3,587 | $1.13M | 0.76% | −705−16.4% | Reduced |
| Keating Investment Counselors Inc | 3,595 | $1.14M | 0.38% | +740+25.9% | Added |
| Wade Financial Advisory, Inc | 3,595 | $1.14M | 0.49% | +120+3.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,600 | $1.14M | 0.06% | +6+0.2% | Added |
| Redwood Financial Network Corp | 3,601 | $1.14M | 1.20% | −811−18.4% | Reduced |
| Avaii Wealth Management, LLC | 3,603 | $1.14M | 0.86% | +75+2.1% | Added |
| Francis Financial, Inc. | 3,607 | $1.14M | 0.59% | +283+8.5% | Added |
| Clear Investment Research, LLC | 3,610 | $1.14M | 1.98% | +109+3.1% | Added |
| Catalyst Private Wealth, LLC | 3,612 | $1.14M | 0.67% | −20−0.6% | Reduced |
| Carmel Capital Partners, LLC | 3,620 | $1.14M | 0.51% | +1,460+67.6% | Added |
| Tobam | 3,654 | $1.15M | 0.09% | +409+12.6% | Added |
| J.Safra Asset Management Corp | 3,655 | $1.15M | 0.17% | −144−3.8% | Reduced |
| Ironsides Asset Advisors, LLC | 3,657 | $1.15M | 0.53% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 3,664 | $1.16M | 1.20% | +2+0.1% | Added |
| Family Firm, Inc. | 3,671 | $1.16M | 0.33% | −2,774−43.0% | Reduced |
| Vertex Planning Partners, LLC | 3,671 | $1.16M | 0.40% | +36+1.0% | Added |