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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 177,340 | $56.0M | 9.55% | −9,854−5.3% | Reduced |
| Levin Capital Strategies, L.P. | 176,944 | $55.9M | 6.97% | +34,194+24.0% | Added |
| Dundas Partners LLP | 176,877 | $55.8M | 5.49% | 00.0% | Unchanged |
| Longbow Finance SA | 176,649 | $55.8M | 6.71% | −600−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 175,758 | $55.5M | 4.95% | −584−0.3% | Reduced |
| Suncoast Equity Management | 175,254 | $55.3M | 8.36% | +4,811+2.8% | Added |
| Heritage Wealth Advisors | 175,224 | $55.3M | 3.02% | −8,949−4.9% | Reduced |
| Power Corp of Canada | 174,915 | $55.2M | 3.49% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 174,631 | $55.1M | 5.30% | −2,324−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 174,430 | $55.1M | 0.99% | −7,577−4.2% | Reduced |
| Baskin Financial Services Inc. | 174,387 | $55.1M | 5.59% | −3,195−1.8% | Reduced |
| Corvex Management LP | 173,661 | $54.8M | 3.11% | +117,700+210.3% | Added |
| SCS Capital Management LLC | 172,951 | $54.6M | 1.45% | +45,034+35.2% | Added |
| Diversified Trust Co | 172,423 | $54.4M | 2.06% | +32,072+22.9% | Added |
| Walleye Trading LLC | 171,806 | $54.2M | 1.27% | +171,806 | New |
| Apollon Wealth Management, LLC | 171,540 | $54.2M | 2.72% | −15,258−8.2% | Reduced |
| Eagle Global Advisors LLC | 171,475 | $54.1M | 3.51% | −490.0% | Reduced |
| Capital Investment Advisors, LLC | 171,395 | $54.1M | 1.50% | −590.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 170,277 | $53.8M | 7.06% | −624−0.4% | Reduced |
| TRB Advisors LP | 170,000 | $53.7M | 35.80% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 169,904 | $53.6M | 4.95% | −904−0.5% | Reduced |
| Mastrapasqua Asset Management Inc | 169,101 | $53.4M | 6.26% | −1,337−0.8% | Reduced |
| Congress Wealth Management LLC | 168,927 | $53.3M | 1.10% | +5,473+3.3% | Added |
| Summitry LLC | 168,916 | $53.3M | 3.51% | −35,125−17.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 168,914 | $53.3M | 2.89% | +84,162+99.3% | Added |
| Sigma Planning Corp | 168,858 | $53.3M | 2.00% | −1,998−1.2% | Reduced |
| Jag Capital Management, LLC | 168,678 | $53.3M | 6.43% | +1,013+0.6% | Added |
| E Fund Management Co., Ltd. | 168,436 | $53.2M | 4.05% | −18,224−9.8% | Reduced |
| Woodstock Corp | 168,132 | $53.1M | 6.66% | −2,947−1.7% | Reduced |
| Grimes & Company, Inc. | 167,926 | $53.0M | 2.05% | −276−0.2% | Reduced |
| Hampton Road Capital Management LP | 167,675 | $52.9M | 12.17% | +140,747+522.7% | Added |
| Beacon Investment Advisory Services, Inc. | 167,249 | $52.8M | 2.60% | +266+0.2% | Added |
| Prospera Financial Services Inc | 167,027 | $52.8M | 2.04% | +6,951+4.3% | Added |
| Fukoku Mutual Life Insurance Co | 166,408 | $52.5M | 4.80% | +4,196+2.6% | Added |
| First Horizon Advisors, Inc. | 165,917 | $52.4M | 1.90% | −45,380−21.5% | Reduced |
| Lockheed Martin Investment Management Co | 184,920 | $52.3M | 4.02% | −14,060−7.1% | Reduced |
| Hoylecohen, LLC | 165,266 | $52.2M | 4.84% | −1,434−0.9% | Reduced |
| North Star Asset Management Inc | 164,754 | $52.0M | 2.99% | −963−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163,912 | $51.8M | 2.04% | −3,627−2.2% | Reduced |
| Fairview Capital Investment Management, LLC | 163,689 | $51.7M | 3.31% | −2,142−1.3% | Reduced |
| Montag & Caldwell, LLC | 163,392 | $51.6M | 6.62% | −1,704−1.0% | Reduced |
| Verus Capital Partners, LLC | 162,746 | $51.4M | 7.17% | +4,059+2.6% | Added |
| BLB&B Advisors, LLC | 162,650 | $51.4M | 3.67% | +1,580+1.0% | Added |
| Bragg Financial Advisors, Inc | 162,286 | $51.2M | 2.71% | +1,737+1.1% | Added |
| Parallel Advisors, LLC | 162,256 | $51.2M | 1.71% | −460.0% | Reduced |
| Patten & Patten Inc | 162,140 | $51.2M | 4.50% | −650.0% | Reduced |
| Perigon Wealth Management, LLC | 161,860 | $51.1M | 2.07% | +533+0.3% | Added |
| Pensioenfonds Rail & Ov | 161,303 | $50.9M | 3.20% | −104,729−39.4% | Reduced |
| Grassi Investment Management | 161,268 | $50.9M | 5.86% | +791+0.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 170,700 | $50.9M | 8.18% | 00.0% | Unchanged |
| Signaturefd, LLC | 160,946 | $50.8M | 1.32% | +3,262+2.1% | Added |
| Moody National Bank Trust Division | 160,104 | $50.6M | 3.27% | +13,111+8.9% | Added |
| Picton Mahoney Asset Management | 159,965 | $50.5M | 2.33% | +17,721+12.5% | Added |
| Alta Park Capital, LP | 159,110 | $50.2M | 6.99% | +68,910+76.4% | Added |
| Nicholas Hoffman & Company, LLC. | 158,463 | $50.0M | 3.69% | −270−0.2% | Reduced |
| Richard Bernstein Advisors LLC | 158,317 | $50.0M | 1.12% | −9,649−5.7% | Reduced |
| Destination Wealth Management | 158,312 | $50.0M | 1.94% | −7,115−4.3% | Reduced |
| Sawgrass Asset Management LLC | 157,800 | $49.8M | 6.06% | +6,272+4.1% | Added |
| Baxter Bros Inc | 157,738 | $49.8M | 7.56% | −3,483−2.2% | Reduced |
| Adviser Investments LLC | 157,701 | $49.8M | 1.08% | +16,702+11.8% | Added |
| Blacksheep Fund Management Ltd | 157,380 | $49.7M | 23.28% | −34,430−18.0% | Reduced |
| Palisade Asset Management, LLC | 157,054 | $49.6M | 6.03% | −934−0.6% | Reduced |
| LMR Partners LLP | 156,904 | $49.5M | 1.11% | +1,902+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 156,809 | $49.5M | 4.52% | +3,272+2.1% | Added |
| Steel Peak Wealth Management LLC | 156,602 | $49.4M | 3.13% | +12,934+9.0% | Added |
| Merit Financial Group, LLC | 156,522 | $49.4M | 1.62% | +4,696+3.1% | Added |
| Cidel Asset Management Inc | 156,212 | $49.3M | 2.47% | −295−0.2% | Reduced |
| Philadelphia Trust Co | 155,442 | $49.1M | 5.04% | −7,299−4.5% | Reduced |
| Milestones Administradora de Recursos Ltda. | 155,310 | $49.0M | 36.09% | −23,220−13.0% | Reduced |
| Forbes J M & Co LLP | 155,234 | $49.0M | 6.37% | +1,759+1.1% | Added |
| Fishman Jay A Ltd | 154,992 | $48.9M | 6.20% | +1,844+1.2% | Added |
| Equitable Holdings, Inc. | 154,912 | $48.9M | 0.70% | +18,140+13.3% | Added |
| Great Valley Advisor Group, Inc. | 154,550 | $48.8M | 2.02% | +8,197+5.6% | Added |
| Clearstead Advisors, LLC | 153,257 | $48.4M | 2.97% | +2,593+1.7% | Added |
| Narwhal Capital Management | 153,229 | $48.4M | 5.91% | +102+0.1% | Added |
| Amica Mutual Insurance Co | 153,052 | $48.3M | 5.69% | 00.0% | Unchanged |
| Colonial Trust Advisors | 152,970 | $48.3M | 5.53% | −2,009−1.3% | Reduced |
| Academy Capital Management Inc | 152,726 | $48.2M | 10.23% | −674−0.4% | Reduced |
| Newbrook Capital Advisors LP | 151,999 | $48.0M | 7.15% | +151,999 | New |
| Kiwi Wealth Investments Limited Partnership | 150,934 | $47.7M | 5.19% | −219,507−59.3% | Reduced |
| Moneta Group Investment Advisors LLC | 150,861 | $47.6M | 1.08% | −1,026−0.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 150,257 | $47.4M | 1.61% | +1,677+1.1% | Added |
| JS Capital Management LLC | 150,000 | $47.4M | 6.46% | −10,000−6.3% | Reduced |
| Brookstone Capital Management | 142,915 | $47.4M | 1.04% | +16,488+13.0% | Added |
| Tran Capital Management, L.P. | 149,915 | $47.3M | 6.09% | −519−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 149,485 | $47.2M | 5.14% | −40,105−21.2% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 149,001 | $47.0M | 16.59% | −2,000−1.3% | Reduced |
| Cornerstone Capital, Inc. | 148,964 | $47.0M | 5.67% | −8,805−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 148,759 | $47.0M | 1.60% | +56,789+61.7% | Added |
| CAPROCK Group, Inc. | 148,710 | $47.0M | 3.55% | +1,174+0.8% | Added |
| Gradient Investments LLC | 148,692 | $46.9M | 1.24% | +2,110+1.4% | Added |
| FRG Family Wealth Advisors LLC | 148,476 | $46.9M | 10.59% | +369+0.2% | Added |
| Alps Advisors Inc | 148,449 | $46.9M | 0.39% | −5,103−3.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 148,014 | $46.7M | 1.62% | −388−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 147,947 | $46.7M | 3.63% | −6,413−4.2% | Reduced |
| Adell Harriman & Carpenter Inc | 147,937 | $46.7M | 4.85% | +1,527+1.0% | Added |
| Pallas Capital Advisors LLC | 138,399 | $46.7M | 2.84% | +18,962+15.9% | Added |
| Matrix Asset Advisors Inc | 147,400 | $46.5M | 6.63% | −1,751−1.2% | Reduced |
| Itau Unibanco Holding S.A. | 147,340 | $46.5M | 2.07% | +57,206+63.5% | Added |
| Clough Capital Partners L P | 147,337 | $46.5M | 4.99% | +34,606+30.7% | Added |