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 |
|---|---|---|---|---|---|
| Hofer & Associates. Inc | 3,674 | $1.16M | 1.19% | +247+7.2% | Added |
| Idaho Trust Bank | 3,674 | $1.16M | 0.76% | +2,259+159.6% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,690 | $1.17M | 1.01% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 3,694 | $1.17M | 0.80% | −98−2.6% | Reduced |
| Columbus Macro, LLC | 3,707 | $1.17M | 0.49% | −35−0.9% | Reduced |
| BEAM Asset Management, LLC | 3,707 | $1.17M | 0.83% | +105+2.9% | Added |
| R. W. Roge & Company, Inc. | 3,551 | $1.17M | 0.88% | −297−7.7% | Reduced |
| Virginia National Bank | 3,709 | $1.17M | 5.34% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,710 | $1.17M | 0.19% | +361+10.8% | Added |
| Yarger Wealth Strategies, LLC | 3,712 | $1.17M | 1.00% | +134+3.7% | Added |
| Heck Capital Advisors, LLC | 3,713 | $1.17M | 0.22% | +53+1.4% | Added |
| Drake & Associates, LLC | 3,716 | $1.17M | 0.53% | −324−8.0% | Reduced |
| Reston Wealth Management LLC | 3,719 | $1.17M | 0.59% | +191+5.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,732 | $1.18M | 0.68% | −6,794−64.5% | Reduced |
| Dean Investment Associates, LLC | 3,738 | $1.18M | 0.19% | −28−0.7% | Reduced |
| Stordahl Capital Management, Inc. | 3,742 | $1.18M | 0.36% | +85+2.3% | Added |
| Nova R Wealth, Inc. | 3,755 | $1.19M | 0.82% | −894−19.2% | Reduced |
| Ratio Wealth Group | 3,757 | $1.19M | 0.30% | +926+32.7% | Added |
| Annapolis Financial Services, LLC | 3,761 | $1.19M | 0.34% | +135+3.7% | Added |
| Smallwood Wealth Investment Management, LLC | 3,763 | $1.19M | 1.08% | −151−3.9% | Reduced |
| Columbia Advisory Partners LLC | 3,768 | $1.19M | 1.30% | +228+6.4% | Added |
| Trinity Financial Advisors LLC | 3,770 | $1.19M | 0.63% | +111+3.0% | Added |
| WFA of San Diego, LLC | 3,784 | $1.19M | 1.24% | −90−2.3% | Reduced |
| Greenhouse Wealth Management, LLC | 3,788 | $1.20M | 1.07% | −16−0.4% | Reduced |
| PYA Waltman Capital, LLC | 3,790 | $1.20M | 0.51% | −321−7.8% | Reduced |
| Crumly & Associates Inc. | 3,792 | $1.20M | 0.47% | +95+2.6% | Added |
| Matrix Private Capital Group LLC | 3,795 | $1.20M | 0.89% | −77−2.0% | Reduced |
| Granite FO LLC | 3,820 | $1.21M | 0.85% | +270+7.6% | Added |
| Planned Solutions, Inc. | 3,828 | $1.21M | 0.73% | +122+3.3% | Added |
| Steward Financial Group LLC | 3,837 | $1.21M | 0.39% | +35+0.9% | Added |
| Sage Investment Advisers LLC | 3,843 | $1.21M | 1.66% | +2+0.1% | Added |
| Smith & Howard Wealth Management, LLC | 3,888 | $1.23M | 0.43% | +107+2.8% | Added |
| Cassia Capital Partners, LLC | 3,894 | $1.23M | 1.01% | +33+0.9% | Added |
| Tucker Asset Management LLC | 3,905 | $1.23M | 0.33% | +780+25.0% | Added |
| Verdad Advisers, LP | 3,905 | $1.23M | 1.88% | −1,850−32.1% | Reduced |
| Green Alpha Advisors, LLC | 3,912 | $1.24M | 0.95% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3,914 | $1.24M | 1.08% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 3,914 | $1.24M | 0.34% | −237−5.7% | Reduced |
| Systematic Financial Management LP | 3,920 | $1.24M | 0.04% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 3,925 | $1.24M | 0.50% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,935 | $1.24M | 1.35% | +357+10.0% | Added |
| McMorgan & Co LLC | 3,936 | $1.24M | 0.23% | −57−1.4% | Reduced |
| Sentinel Pension Advisors Inc | 3,937 | $1.24M | 0.30% | +188+5.0% | Added |
| Milestone Asset Management, LLC | 3,871 | $1.25M | 0.44% | +613+18.8% | Added |
| Kingdom Financial Group LLC. | 3,963 | $1.25M | 1.18% | +192+5.1% | Added |
| Blue Barn Wealth, LLC | 3,972 | $1.25M | 0.82% | +9+0.2% | Added |
| Pensionmark Financial Group, LLC | 3,973 | $1.25M | 0.25% | +118+3.1% | Added |
| Eclectic Associates Inc | 3,993 | $1.26M | 0.64% | +374+10.3% | Added |
| Mayfair Advisory Group, LLC | 3,839 | $1.26M | 1.22% | +588+18.1% | Added |
| Pasadena Private Wealth, LLC | 3,996 | $1.26M | 0.38% | −25−0.6% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.26M | 0.43% | 00.0% | Unchanged |
| Georgetown University | 4,010 | $1.27M | 0.46% | +8+0.2% | Added |
| Dimension Capital Management LLC | 4,016 | $1.27M | 0.30% | −3,672−47.8% | Reduced |
| Insight 2811, Inc. | 4,020 | $1.27M | 0.72% | −46−1.1% | Reduced |
| Briggs Advisory Group, Inc. | 4,031 | $1.27M | 0.73% | −100−2.4% | Reduced |
| Bell Investment Advisors, Inc | 4,036 | $1.27M | 0.29% | +1,005+33.2% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.28M | 1.95% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 4,052 | $1.28M | 0.85% | +345+9.3% | Added |
| WorthPointe, LLC | 4,066 | $1.28M | 0.78% | +1,446+55.2% | Added |
| FSB Premier Wealth Management, Inc. | 4,066 | $1.28M | 0.71% | +188+4.8% | Added |
| Pitti Group Wealth Management, LLC | 4,067 | $1.28M | 1.47% | +89+2.2% | Added |
| Centennial Wealth Advisory LLC | 4,067 | $1.28M | 0.69% | −237−5.5% | Reduced |
| Powell Investment Advisors, LLC | 4,067 | $1.28M | 0.77% | +829+25.6% | Added |
| Delos Wealth Advisors, LLC | 3,935 | $1.29M | 1.56% | −54−1.4% | Reduced |
| MA Private Wealth | 4,088 | $1.29M | 0.31% | −10.0% | Reduced |
| Dunhill Financial, LLC | 3,953 | $1.30M | 0.82% | +440+12.5% | Added |
| Selective Wealth Management, Inc. | 4,088 | $1.30M | 0.72% | −642−13.6% | Reduced |
| Kelly Financial Services LLC | 4,137 | $1.31M | 0.60% | −43−1.0% | Reduced |
| Blossom Wealth Management | 4,138 | $1.31M | 4.18% | +710+20.7% | Added |
| Black Diamond Financial, LLC | 4,139 | $1.31M | 0.40% | +10.0% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,146 | $1.31M | 4.21% | +60+1.5% | Added |
| ArrowMark Colorado Holdings LLC | 4,159 | $1.31M | 0.02% | +189+4.8% | Added |
| Cowa, LLC | 4,161 | $1.31M | 0.89% | +200+5.0% | Added |
| ML & R Wealth Management LLC | 4,170 | $1.32M | 0.34% | +578+16.1% | Added |
| Peak Financial Management, Inc. | 4,177 | $1.32M | 0.48% | −336−7.4% | Reduced |
| Red Tortoise LLC | 4,179 | $1.32M | 0.88% | +20.0% | Added |
| Santori & Peters | 4,188 | $1.32M | 0.71% | +10.0% | Added |
| HFG Advisors, Inc. | 4,193 | $1.32M | 1.45% | +823+24.4% | Added |
| Innova Wealth Partners | 4,214 | $1.33M | 1.20% | −22−0.5% | Reduced |
| Riverwater Partners LLC | 4,218 | $1.33M | 1.21% | +196+4.9% | Added |
| Planning Center, Inc. | 4,238 | $1.34M | 0.35% | −611−12.6% | Reduced |
| Pacific Center for Financial Services | 4,241 | $1.34M | 0.45% | +720+20.4% | Added |
| Peterson Wealth Advisors, LLC | 4,268 | $1.35M | 0.36% | −181−4.1% | Reduced |
| Caerus Investment Advisors, LLC | 4,269 | $1.35M | 1.39% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 4,270 | $1.35M | 1.56% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 4,286 | $1.35M | 0.45% | −115−2.6% | Reduced |
| American Financial Advisors, LLC | 4,288 | $1.35M | 0.21% | +227+5.6% | Added |
| Wealth Management Solutions, LLC | 4,292 | $1.36M | 0.93% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,296 | $1.36M | 1.06% | 00.0% | Unchanged |
| Kearns & Associates LLC | 4,300 | $1.36M | 1.28% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 4,017 | $1.36M | 0.07% | −281−6.5% | Reduced |
| FSA Wealth Management LLC | 4,303 | $1.36M | 0.76% | +222+5.4% | Added |
| Retirement Group, LLC | 4,371 | $1.36M | 0.57% | +258+6.3% | Added |
| Pin Oak Investment Advisors Inc | 4,320 | $1.36M | 1.54% | −290−6.3% | Reduced |
| Avenue 1 Advisors, LLC | 4,321 | $1.36M | 0.66% | +60+1.4% | Added |
| Charles Schwab Investment Advisory, Inc. | 4,328 | $1.37M | 0.00% | −153−3.4% | Reduced |
| Koss-Olinger Consulting, LLC | 4,331 | $1.37M | 0.20% | −64−1.5% | Reduced |
| Horst & Graben Wealth Management LLC | 4,337 | $1.37M | 0.34% | +179+4.3% | Added |
| Hardy Reed LLC | 4,340 | $1.37M | 0.25% | +189+4.6% | Added |
| Ferguson Shapiro LLC | 4,342 | $1.37M | 0.75% | +964+28.5% | Added |