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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 147,215 | $46.5M | 1.70% | −24,720−14.4% | Reduced |
| Bellevue Asset Management, LLC | 147,002 | $46.4M | 31.18% | −169−0.1% | Reduced |
| Alerus Financial NA | 146,795 | $46.4M | 4.10% | −5,092−3.4% | Reduced |
| Burney Co | 146,437 | $46.2M | 2.17% | +9,583+7.0% | Added |
| Oribel Capital Management, LP | 146,400 | $46.2M | 7.26% | −205,300−58.4% | Reduced |
| Montag A & Associates Inc | 146,049 | $46.1M | 2.91% | −1,515−1.0% | Reduced |
| Boston Family Office LLC | 145,765 | $46.0M | 3.77% | −1,813−1.2% | Reduced |
| Burns J W & Co Inc | 145,708 | $46.0M | 7.45% | −1,467−1.0% | Reduced |
| Ballentine Partners, LLC | 144,451 | $45.6M | 1.07% | +7,992+5.9% | Added |
| Sonora Investment Management Group, LLC | 142,710 | $45.1M | 3.86% | +547+0.4% | Added |
| Gladius Capital Management LP | 142,665 | $45.0M | 12.94% | +142,665 | New |
| Fort Sheridan Advisors LLC | 142,568 | $45.0M | 10.21% | +4,941+3.6% | Added |
| CWA Asset Management Group, LLC | 142,562 | $45.0M | 3.33% | +6,588+4.8% | Added |
| Capco Asset Management, LLC | 142,247 | $44.9M | 11.65% | +92+0.1% | Added |
| Eagle Ridge Investment Management | 142,100 | $44.9M | 4.89% | −7,834−5.2% | Reduced |
| Ninety One SA (PTY) Ltd | 141,243 | $44.8M | 8.65% | +20,135+16.6% | Added |
| Act Two Investors LLC | 141,482 | $44.7M | 11.95% | +3,935+2.9% | Added |
| Wealthspire Advisors, LLC | 140,963 | $44.5M | 0.74% | +28,153+25.0% | Added |
| Veriti Management LLC | 140,787 | $44.5M | 5.08% | +7,145+5.3% | Added |
| GYL Financial Synergies, LLC | 140,239 | $44.3M | 4.30% | −5,151−3.5% | Reduced |
| S&CO Inc | 139,763 | $44.1M | 3.62% | +976+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 139,219 | $44.0M | 3.83% | +725+0.5% | Added |
| Parsons Capital Management Inc | 139,141 | $43.9M | 3.47% | +239+0.2% | Added |
| Guardian Capital LP | 138,977 | $43.9M | 1.63% | −15,136−9.8% | Reduced |
| Trust Co of Toledo NA | 138,602 | $43.8M | 8.61% | +7,042+5.4% | Added |
| Papp L Roy & Associates | 137,943 | $43.6M | 5.90% | −323−0.2% | Reduced |
| Bank of Hawaii | 137,020 | $43.3M | 2.49% | +931+0.7% | Added |
| Albion Financial Group | 136,852 | $43.2M | 3.99% | −1,104−0.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 136,501 | $43.1M | 6.05% | −10,482−7.1% | Reduced |
| Beaumont Financial Advisors, LLC | 136,299 | $43.0M | 4.30% | −865−0.6% | Reduced |
| Sowell Financial Services LLC | 136,263 | $43.0M | 2.70% | +8,019+6.3% | Added |
| Mane Global Capital Management LP | 135,820 | $42.9M | 3.83% | +61,970+83.9% | Added |
| Phoenix Holdings Ltd. | 135,568 | $42.8M | 0.80% | −553,740−80.3% | Reduced |
| Roundview Capital LLC | 135,291 | $42.7M | 4.30% | −1,267−0.9% | Reduced |
| Wendell David Associates Inc | 135,281 | $42.7M | 5.03% | −879−0.6% | Reduced |
| Appleton Partners Inc | 135,220 | $42.7M | 3.79% | +526+0.4% | Added |
| Gamco Investors, Inc. Et Al | 134,805 | $42.6M | 0.49% | −1,385−1.0% | Reduced |
| Ledyard National Bank | 134,738 | $42.5M | 4.84% | −2,980−2.2% | Reduced |
| Hemenway Trust Co LLC | 134,487 | $42.5M | 4.45% | +1,417+1.1% | Added |
| Transform Wealth, LLC | 134,309 | $42.4M | 4.47% | −9,857−6.8% | Reduced |
| Greenwood Gearhart Inc | 134,239 | $42.4M | 5.02% | +917+0.7% | Added |
| Capital Investment Services of America, Inc. | 133,940 | $42.3M | 4.91% | −1,704−1.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 133,715 | $42.2M | 10.16% | −428−0.3% | Reduced |
| Caxton Associates LP | 133,635 | $42.2M | 5.91% | +17,246+14.8% | Added |
| Armistice Capital, LLC | 133,499 | $42.2M | 1.25% | −26,501−16.6% | Reduced |
| Twin Capital Management Inc | 133,370 | $42.1M | 6.05% | −15,674−10.5% | Reduced |
| Financial Advocates Investment Management | 132,866 | $42.0M | 3.10% | +1,682+1.3% | Added |
| Dynamic Advisor Solutions LLC | 132,839 | $41.9M | 1.98% | +11,068+9.1% | Added |
| Pittenger & Anderson Inc | 132,649 | $41.9M | 2.11% | +67+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 132,588 | $41.9M | 6.62% | +27,575+26.3% | Added |
| TD Private Client Wealth LLC | 132,239 | $41.9M | 1.81% | −3,354−2.5% | Reduced |
| Fernbridge Capital Management LP | 132,448 | $41.8M | 4.04% | +60,316+83.6% | Added |
| Trust Co of Virginia | 132,274 | $41.8M | 4.60% | +1,496+1.1% | Added |
| Sycomore Asset Management | 131,398 | $41.7M | 10.66% | +6,059+4.8% | Added |
| Coerente Capital Management | 131,865 | $41.6M | 9.29% | −3,253−2.4% | Reduced |
| Hoey Investments, Inc | 131,848 | $41.6M | 13.95% | +1,774+1.4% | Added |
| Beese Fulmer Investment Management, Inc. | 131,434 | $41.5M | 4.68% | −1,937−1.5% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 131,210 | $41.4M | 2.20% | +131,210 | New |
| MainStreet Investment Advisors LLC | 130,912 | $41.3M | 4.82% | −3,639−2.7% | Reduced |
| Bell Asset Management Ltd | 130,637 | $41.2M | 6.79% | +82,221+169.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 130,629 | $41.2M | 1.86% | +2,387+1.9% | Added |
| Jackson Wealth Management, LLC | 130,339 | $41.2M | 5.88% | −872−0.7% | Reduced |
| Trexquant Investment LP | 130,179 | $41.1M | 1.03% | +130,179 | New |
| Yarbrough Capital, LLC | 129,794 | $41.0M | 2.41% | 00.0% | Unchanged |
| Junto Capital Management LP | 129,372 | $40.8M | 0.97% | +2,698+2.1% | Added |
| Thoroughbred Financial Services, LLC | 129,371 | $40.8M | 4.01% | +29,215+29.2% | Added |
| Grace & Mercy Foundation, Inc. | 129,230 | $40.8M | 12.36% | +6,500+5.3% | Added |
| Cobblestone Capital Advisors LLC | 129,080 | $40.8M | 3.02% | −585−0.5% | Reduced |
| Pennant Investors, LP | 129,000 | $40.7M | 15.42% | −5,000−3.7% | Reduced |
| Ritholtz Wealth Management | 128,947 | $40.7M | 1.83% | +5,171+4.2% | Added |
| Petredis Investment Advisors LLC | 128,561 | $40.6M | 5.78% | +170+0.1% | Added |
| Noked Israel Ltd | 128,556 | $40.6M | 12.32% | +12,736+11.0% | Added |
| Willis Investment Counsel | 128,347 | $40.5M | 3.07% | −27,108−17.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 128,000 | $40.4M | 6.14% | −3,500−2.7% | Reduced |
| Independent Financial Group, LLC | 127,542 | $40.3M | 2.62% | +10,170+8.7% | Added |
| Van Cleef Asset Management,Inc | 127,150 | $40.1M | 6.32% | −181−0.1% | Reduced |
| BancorpSouth Bank | 126,865 | $40.1M | 3.52% | −633−0.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 126,385 | $39.9M | 6.49% | −14,355−10.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 125,243 | $39.5M | 2.69% | +585+0.5% | Added |
| Shufro Rose & Co LLC | 125,146 | $39.5M | 3.74% | −742−0.6% | Reduced |
| Empowered Funds, LLC | 125,094 | $39.5M | 1.16% | +10,853+9.5% | Added |
| Anderson Hoagland & Co | 124,859 | $39.4M | 5.27% | +560.0% | Added |
| Hel Ved Capital Management Ltd | 124,503 | $39.3M | 13.12% | +29,728+31.4% | Added |
| Managed Asset Portfolios, LLC | 124,405 | $39.3M | 6.02% | −2,898−2.3% | Reduced |
| Quest Investment Management LLC | 124,294 | $39.2M | 5.55% | +15,777+14.5% | Added |
| Osborne Partners Capital Management, LLC | 124,101 | $39.2M | 2.90% | −656−0.5% | Reduced |
| Polaris Capital Management, LLC | 124,026 | $39.2M | 2.11% | −56,100−31.1% | Reduced |
| Coronation Fund Managers Ltd. | 123,840 | $39.1M | 1.17% | +36,906+42.5% | Added |
| Founders Capital Management, LLC | 123,593 | $39.0M | 8.86% | −1,877−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 123,539 | $39.0M | 4.29% | +1,184+1.0% | Added |
| Northeast Financial Consultants Inc | 123,530 | $39.0M | 2.44% | +1,096+0.9% | Added |
| Insight Holdings Group, LLC | 123,400 | $39.0M | 1.01% | +2,600+2.2% | Added |
| Shellback Capital, LP | 123,000 | $38.8M | 3.76% | −22,000−15.2% | Reduced |
| Janney Capital Management LLC | 122,842 | $38.8M | 2.99% | +490+0.4% | Added |
| Vident Advisory, LLC | 122,627 | $38.7M | 1.20% | +122,627 | New |
| Carret Asset Management, LLC | 122,443 | $38.7M | 5.39% | −716−0.6% | Reduced |
| Hound Partners, LLC | 121,911 | $38.5M | 8.53% | −1,464−1.2% | Reduced |
| Graham Capital Management, L.P. | 121,821 | $38.5M | 1.15% | +14,075+13.1% | Added |
| Level Four Advisory Services, LLC | 121,309 | $38.3M | 2.47% | +2,430+2.0% | Added |
| GW Henssler & Associates Ltd | 121,100 | $38.2M | 2.61% | −3,104−2.5% | Reduced |