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 |
|---|---|---|---|---|---|
| MGO Private Wealth, LLC | 4,345 | $1.37M | 1.02% | +404+10.3% | Added |
| ICONIQ Capital, LLC | 4,354 | $1.37M | 0.03% | +195+4.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,358 | $1.38M | 0.84% | +3+0.1% | Added |
| Krane Funds Advisors LLC | 4,360 | $1.38M | 0.06% | −2,007−31.5% | Reduced |
| Fortis Group Advisors, LLC | 4,665 | $1.38M | 0.42% | −1,962−29.6% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 4,379 | $1.38M | 2.18% | +300+7.4% | Added |
| Gsa Capital Partners LLP | 4,390 | $1.39M | 0.12% | +2,376+118.0% | Added |
| Single Point Partners, LLC | 4,396 | $1.39M | 0.36% | +4,396 | New |
| North Point Portfolio Managers Corp | 4,397 | $1.39M | 0.28% | +10.0% | Added |
| Vista Investment Management | 4,408 | $1.39M | 0.73% | −164−3.6% | Reduced |
| Financial & Tax Architects, LLC | 4,437 | $1.40M | 0.44% | +371+9.1% | Added |
| Worth Asset Management, LLC | 4,439 | $1.40M | 1.13% | −608−12.0% | Reduced |
| Bayshore Asset Management, LLC | 4,453 | $1.41M | 0.82% | 00.0% | Unchanged |
| Independent Family Office, LLC | 4,454 | $1.41M | 0.88% | +200+4.7% | Added |
| GeoWealth Management, LLC | 4,460 | $1.41M | 0.16% | +311+7.5% | Added |
| Cherrydale Wealth Management, LLC | 4,463 | $1.41M | 0.84% | +106+2.4% | Added |
| Arlington Financial Advisors, LLC | 4,470 | $1.41M | 0.50% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,476 | $1.41M | 0.43% | +495+12.4% | Added |
| OneAscent Wealth Management LLC | 4,486 | $1.42M | 0.62% | +4,486 | New |
| Kennedy Investment Group | 4,493 | $1.42M | 0.85% | +648+16.9% | Added |
| Dentgroup LLC | 4,493 | $1.42M | 1.05% | +37+0.8% | Added |
| Northeast Financial Group, Inc. | 4,493 | $1.42M | 0.87% | −417−8.5% | Reduced |
| Cornerstone National Bank & Trust Co | 4,497 | $1.42M | 0.87% | −48−1.1% | Reduced |
| Arcus Capital Partners, LLC | 4,511 | $1.42M | 0.44% | −750−14.3% | Reduced |
| MBM Wealth Consultants, LLC | 4,365 | $1.43M | 0.62% | −271−5.8% | Reduced |
| Michael S. Ryan, Inc. | 4,245 | $1.44M | 1.37% | −21−0.5% | Reduced |
| Paragon Wealth Strategies, LLC | 4,559 | $1.44M | 0.43% | −8−0.2% | Reduced |
| Castleview Partners, LLC | 4,560 | $1.44M | 1.33% | −246−5.1% | Reduced |
| Foundation Wealth Management, LLC | 4,560 | $1.44M | 1.44% | +1,381+43.4% | Added |
| Rodgers & Associates, LTD | 4,562 | $1.44M | 0.22% | +55+1.2% | Added |
| Wescott Financial Advisory Group, LLC | 4,571 | $1.44M | 0.26% | +499+12.3% | Added |
| Emerald Mutual Fund Advisers Trust | 4,576 | $1.44M | 0.09% | −102−2.2% | Reduced |
| Essential Planning, LLC. | 4,581 | $1.45M | 0.80% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,415 | $1.45M | 0.19% | +400+10.0% | Added |
| Cedar Wealth Management, LLC | 4,588 | $1.45M | 0.57% | +15+0.3% | Added |
| Riversedge Advisors, LLC | 4,590 | $1.45M | 0.43% | +620+15.6% | Added |
| Windsor Capital Management, LLC | 4,592 | $1.45M | 0.50% | +844+22.5% | Added |
| Spartan Planning & Wealth Management | 4,607 | $1.45M | 1.70% | +4,607 | New |
| Jackson Thornton Asset Management, LLC | 4,609 | $1.46M | 0.30% | +227+5.2% | Added |
| Hanlon Investment Management, Inc. | 4,615 | $1.46M | 0.44% | +1,482+47.3% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,617 | $1.46M | 0.75% | +1,004+27.8% | Added |
| Great Waters Wealth Management | 4,470 | $1.46M | 0.29% | +72+1.6% | Added |
| Windsor Advisory Group, LLC | 4,634 | $1.46M | 3.48% | −122−2.6% | Reduced |
| Paladin Advisory Group, LLC | 4,634 | $1.46M | 1.23% | −16−0.3% | Reduced |
| Continuum Wealth Advisors, LLC | 4,636 | $1.46M | 1.03% | −20−0.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,638 | $1.46M | 1.37% | +299+6.9% | Added |
| Options Solutions, LLC | 4,645 | $1.47M | 1.68% | −81−1.7% | Reduced |
| Requisite Capital Management, LLC | 4,672 | $1.48M | 0.38% | −1,700−26.7% | Reduced |
| PAX Financial Group, LLC | 4,674 | $1.48M | 0.34% | +130+2.9% | Added |
| Odey Asset Management LLP | 4,678 | $1.48M | 1.84% | −3,166−40.4% | Reduced |
| EdgeRock Capital LLC | 4,679 | $1.48M | 0.90% | +1,179+33.7% | Added |
| BCGM Wealth Management, LLC | 4,682 | $1.48M | 0.68% | +284+6.5% | Added |
| Meritas Wealth Management, LLC | 4,682 | $1.48M | 1.13% | −201−4.1% | Reduced |
| Newport Capital Group, LLC | 4,690 | $1.48M | 1.38% | +461+10.9% | Added |
| Privium Fund Management (UK) Ltd | 4,694 | $1.48M | 1.16% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,698 | $1.48M | 0.88% | +4,643+8,441.8% | Added |
| TrueWealth Financial Partners | 4,703 | $1.48M | 1.22% | +2,015+75.0% | Added |
| Armstrong, Fleming & Moore, Inc | 4,732 | $1.49M | 1.45% | +10.0% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,736 | $1.50M | 0.92% | +269+6.0% | Added |
| Diversified Portfolios, Inc. | 4,744 | $1.50M | 0.28% | −1,086−18.6% | Reduced |
| Stephens Consulting, LLC | 4,745 | $1.50M | 0.61% | +104+2.2% | Added |
| Deseret Mutual Benefit Administrators | 4,745 | $1.50M | 0.74% | −605−11.3% | Reduced |
| Cranbrook Wealth Management, LLC | 4,751 | $1.50M | 0.44% | +10.0% | Added |
| Flagstone Financial Management | 4,755 | $1.50M | 0.69% | +512+12.1% | Added |
| Financial Freedom, LLC | 4,769 | $1.51M | 1.07% | −13−0.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,800 | $1.52M | 2.86% | +4,800 | New |
| Trilogy Capital Inc. | 4,807 | $1.52M | 0.10% | −472−8.9% | Reduced |
| RS Crum Inc. | 4,806 | $1.52M | 0.55% | +1,002+26.3% | Added |
| TLWM | 4,815 | $1.52M | 0.40% | +130+2.8% | Added |
| Cedar Mountain Advisors, LLC | 4,816 | $1.52M | 0.45% | −52−1.1% | Reduced |
| CMC Financial Group | 4,818 | $1.52M | 2.39% | +3+0.1% | Added |
| Engrave Wealth Partners LLC | 4,820 | $1.52M | 0.47% | +352+7.9% | Added |
| Crestone Asset Management LLC | 4,821 | $1.52M | 0.36% | +1,176+32.3% | Added |
| Profit Investment Management, LLC | 4,833 | $1.53M | 1.08% | −346−6.7% | Reduced |
| Holistic Financial Partners | 4,845 | $1.53M | 1.02% | +430+9.7% | Added |
| RHS Financial, LLC | 4,847 | $1.53M | 1.07% | −69−1.4% | Reduced |
| Concorde Asset Management, LLC | 4,859 | $1.53M | 1.38% | +425+9.6% | Added |
| Petix & Botte Co | 4,868 | $1.54M | 0.48% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,870 | $1.54M | 0.84% | +173+3.7% | Added |
| Values Added Financial LLC | 4,874 | $1.54M | 1.40% | +43+0.9% | Added |
| Fountainhead AM, LLC | 4,875 | $1.54M | 0.54% | +263+5.7% | Added |
| ASB Consultores, LLC | 4,885 | $1.54M | 0.61% | −712−12.7% | Reduced |
| Helen Stephens Group, LLC | 4,885 | $1.54M | 0.80% | −30−0.6% | Reduced |
| Cunning Capital Partners, LP | 4,890 | $1.54M | 1.02% | +4,890 | Added |
| WBI Investments | 4,899 | $1.55M | 0.31% | −15,823−76.4% | Reduced |
| Greenspring Advisors, LLC | 4,922 | $1.55M | 0.49% | −19−0.4% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,933 | $1.56M | 0.66% | +38+0.8% | Added |
| Ted Buchan & Co | 4,937 | $1.56M | 1.25% | −166−3.3% | Reduced |
| C M Bidwell & Associates Ltd | 4,948 | $1.56M | 1.19% | −127−2.5% | Reduced |
| Safeguard Financial, LLC | 4,961 | $1.57M | 0.76% | +2,224+81.3% | Added |
| CJM Wealth Advisers, Ltd. | 4,974 | $1.57M | 0.76% | +516+11.6% | Added |
| O'Dell Group, LLC | 4,984 | $1.57M | 0.48% | +1,438+40.6% | Added |
| Kaydan Wealth Management, Inc. | 4,985 | $1.57M | 0.63% | −141−2.8% | Reduced |
| Bridge Advisory, LLC | 4,993 | $1.58M | 0.55% | +314+6.7% | Added |
| Latash Investments, LLC | 5,000 | $1.58M | 1.35% | −1,000−16.7% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.58M | 0.97% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.58M | 0.52% | +5,000 | New |
| TriaGen Wealth Management LLC | 5,004 | $1.58M | 0.81% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 5,020 | $1.59M | 0.73% | −21−0.4% | Reduced |
| Legacy Financial Group, Inc. | 5,021 | $1.59M | 0.78% | +6+0.1% | Added |