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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 121,054 | $38.2M | 0.78% | +121,054 | New |
| Overbrook Management Corp | 120,833 | $38.2M | 8.88% | −666−0.5% | Reduced |
| Walleye Capital LLC | 120,705 | $38.1M | 0.56% | +120,705 | New |
| Schnieders Capital Management LLC | 120,597 | $38.1M | 8.53% | +242+0.2% | Added |
| Manitou Investment Management Ltd. | 120,452 | $38.0M | 9.04% | −120−0.1% | Reduced |
| Equitable Trust Co | 120,350 | $38.0M | 3.14% | −1,307−1.1% | Reduced |
| Stillwater Capital Advisors, LLC | 120,272 | $38.0M | 6.91% | −1,228−1.0% | Reduced |
| Heritage Trust Co | 120,210 | $38.0M | 5.92% | −1,969−1.6% | Reduced |
| Summit Global Investments | 119,281 | $37.7M | 2.51% | +6,620+5.9% | Added |
| Chicago Capital, LLC | 119,222 | $37.6M | 1.76% | −112−0.1% | Reduced |
| Washington Trust Bank | 118,978 | $37.6M | 3.92% | −2,575−2.1% | Reduced |
| Garde Capital, Inc. | 118,961 | $37.6M | 3.20% | −1,908−1.6% | Reduced |
| Wahed Invest LLC | 118,957 | $37.6M | 12.22% | +11,230+10.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 118,682 | $37.5M | 8.12% | −1,133−0.9% | Reduced |
| Fulton Bank, N.A. | 117,790 | $37.2M | 1.85% | +3,238+2.8% | Added |
| RiverFront Investment Group, LLC | 117,764 | $37.2M | 1.32% | −39,999−25.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 117,599 | $37.1M | 2.83% | +21,261+22.1% | Added |
| Cornerstone Investment Partners, LLC | 117,543 | $37.1M | 2.32% | −3,243−2.7% | Reduced |
| Callahan Advisors, LLC | 117,409 | $37.1M | 4.66% | −977−0.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 117,111 | $37.0M | 3.70% | +5,641+5.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 116,749 | $36.9M | 2.99% | −922−0.8% | Reduced |
| Main Street Research LLC | 116,604 | $36.8M | 3.79% | +55,490+90.8% | Added |
| Ashton Thomas Private Wealth, LLC | 116,489 | $36.8M | 2.68% | +6,669+6.1% | Added |
| Soltis Investment Advisors LLC | 116,471 | $36.8M | 4.73% | +3,367+3.0% | Added |
| Harvest Portfolios Group Inc. | 116,359 | $36.7M | 1.73% | +3,833+3.4% | Added |
| Night Owl Capital Management, LLC | 116,208 | $36.7M | 9.19% | −118−0.1% | Reduced |
| Rollins Financial | 116,170 | $36.7M | 8.98% | +11,248+10.7% | Added |
| DRW Securities, LLC | 115,858 | $36.6M | 2.91% | +28,743+33.0% | Added |
| Auxier Asset Management | 115,083 | $36.3M | 6.20% | −527−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 114,918 | $36.3M | 4.93% | +17,189+17.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 114,820 | $36.3M | 1.39% | −5,457−4.5% | Reduced |
| Teamwork Financial Advisors, LLC | 114,636 | $36.2M | 5.91% | +8,169+7.7% | Added |
| Linscomb & Williams, Inc. | 114,597 | $36.2M | 2.12% | −5,593−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 114,576 | $36.2M | 3.77% | +6,678+6.2% | Added |
| Balentine LLC | 114,396 | $36.1M | 1.21% | +643+0.6% | Added |
| Renaissance Group LLC | 114,354 | $36.1M | 1.65% | −3,840−3.2% | Reduced |
| Clarkston Capital Partners, LLC | 114,277 | $36.1M | 0.71% | −1,100−1.0% | Reduced |
| Spinnaker Trust | 114,137 | $36.0M | 2.71% | −575−0.5% | Reduced |
| Moran Wealth Management, LLC | 114,064 | $36.0M | 1.39% | +20,050+21.3% | Added |
| 180 Wealth Advisors, LLC | 113,927 | $36.0M | 8.10% | +450.0% | Added |
| Stewart & Patten Co LLC | 113,336 | $35.8M | 6.22% | −3,750−3.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 112,975 | $35.7M | 4.15% | −1,666−1.5% | Reduced |
| Lynch & Associates | 112,894 | $35.6M | 9.40% | −231−0.2% | Reduced |
| Tompkins Financial Corp | 112,646 | $35.6M | 5.60% | −1,319−1.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 112,645 | $35.6M | 12.84% | −3,005−2.6% | Reduced |
| KMG Fiduciary Partners, LLC | 112,511 | $35.5M | 4.69% | +3,870+3.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 111,833 | $35.3M | 5.30% | +480.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 111,700 | $35.3M | 3.38% | +111,700 | New |
| Freemont Management S.A. | 111,600 | $35.2M | 5.68% | +15,000+15.5% | Added |
| Wilsey Asset Management Inc | 111,315 | $35.1M | 7.98% | 00.0% | Unchanged |
| Novare Capital Management LLC | 111,029 | $35.1M | 3.95% | −16,390−12.9% | Reduced |
| DDD Partners, LLC | 105,717 | $35.0M | 5.05% | −9,884−8.6% | Reduced |
| Capital Analysts, LLC | 110,868 | $35.0M | 1.95% | +3,463+3.2% | Added |
| Horizon Investments, LLC | 110,679 | $34.9M | 1.06% | +1,141+1.0% | Added |
| CSM Advisors, LLC | 110,507 | $34.9M | 3.04% | −3,865−3.4% | Reduced |
| Sumitomo Life Insurance Co | 110,020 | $34.7M | 0.98% | −223−0.2% | Reduced |
| Perseverance Asset Management International | 110,000 | $34.7M | 8.99% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 109,921 | $34.7M | 0.38% | +218+0.2% | Added |
| Resources Management Corp | 109,841 | $34.7M | 5.65% | −2,919−2.6% | Reduced |
| Ithaka Group LLC | 109,786 | $34.7M | 7.98% | −5,234−4.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 109,528 | $34.6M | 2.65% | −19,125−14.9% | Reduced |
| Dock Street Asset Management Inc | 109,527 | $34.6M | 6.06% | +1,613+1.5% | Added |
| Petrus Trust Company, LTA | 109,447 | $34.6M | 3.70% | +1,864+1.7% | Added |
| Global Retirement Partners, LLC | 108,149 | $34.5M | 1.74% | +1,886+1.8% | Added |
| Weatherly Asset Management L. P. | 109,160 | $34.5M | 4.12% | −2,131−1.9% | Reduced |
| Bridgeway Capital Management, LLC | 109,004 | $34.4M | 0.83% | +490+0.5% | Added |
| Jackson Square Partners, LLC | 108,899 | $34.4M | 1.15% | −2,633−2.4% | Reduced |
| Strategic Investment Solutions, Inc. | 104,151 | $34.4M | 0.42% | +102,538+6,357.0% | Added |
| IHT Wealth Management, LLC | 108,792 | $34.4M | 1.74% | +11,948+12.3% | Added |
| Hilton Capital Management, LLC | 108,718 | $34.3M | 4.57% | −4,060−3.6% | Reduced |
| Addenda Capital Inc. | 108,597 | $34.3M | 1.49% | −7,026−6.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 108,589 | $34.3M | 1.79% | −9,408−8.0% | Reduced |
| Wellington Shields Capital Management, LLC | 108,070 | $34.1M | 4.50% | −1,165−1.1% | Reduced |
| Telemus Capital, LLC | 107,997 | $34.1M | 3.16% | −3,376−3.0% | Reduced |
| Lee Danner & Bass Inc | 107,991 | $34.1M | 3.09% | +6,238+6.1% | Added |
| WestEnd Advisors, LLC | 107,933 | $34.1M | 1.02% | −14,126−11.6% | Reduced |
| Oak Associates, Ltd | 107,875 | $34.1M | 2.83% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 107,685 | $34.0M | 3.42% | −616−0.6% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $34.0M | 1.13% | 00.0% | Unchanged |
| Cartenna Capital, LP | 107,500 | $33.9M | 4.95% | +47,500+79.2% | Added |
| Pennsylvania Capital Management Inc | 107,492 | $33.9M | 14.09% | +1,613+1.5% | Added |
| FourThought Financial Partners, LLC | 107,426 | $33.9M | 4.74% | −1,240−1.1% | Reduced |
| Boston Common Asset Management, LLC | 107,259 | $33.9M | 0.81% | −2,321−2.1% | Reduced |
| Cadian Capital Management, LP | 107,000 | $33.8M | 1.36% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 106,994 | $33.8M | 3.29% | +1,618+1.5% | Added |
| Lakeside Advisors, INC. | 106,675 | $33.7M | 25.87% | +111+0.1% | Added |
| Nexus Investment Management ULC | 106,626 | $33.7M | 3.80% | −1,030−1.0% | Reduced |
| Abbrea Capital, LLC | 106,131 | $33.5M | 5.33% | +873+0.8% | Added |
| BTC Capital Management, Inc. | 106,008 | $33.5M | 3.86% | −2,554−2.4% | Reduced |
| Circle Wealth Management, LLC | 105,979 | $33.5M | 0.83% | +59,211+126.6% | Added |
| Pitcairn Co | 105,360 | $33.3M | 2.78% | +11,024+11.7% | Added |
| Untitled Investments LP | 105,001 | $33.2M | 11.76% | +8,455+8.8% | Added |
| Harvest Fund Management Co., Ltd | 104,435 | $33.0M | 5.76% | −1,584−1.5% | Reduced |
| Amussen Hunsaker Associates LLC | 104,797 | $32.9M | 7.52% | −1,467−1.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 104,056 | $32.9M | 4.63% | −4,680−4.3% | Reduced |
| CapWealth Advisors, LLC | 103,950 | $32.8M | 4.21% | −429−0.4% | Reduced |
| Means Investment Co., Inc. | 103,835 | $32.8M | 5.37% | −2,525−2.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 103,779 | $32.8M | 2.21% | +4,024+4.0% | Added |
| Blue Chip Partners, Inc. | 103,673 | $32.7M | 3.90% | +547+0.5% | Added |
| Ropes Wealth Advisors LLC | 103,673 | $32.7M | 6.35% | −12,192−10.5% | Reduced |