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 |
|---|---|---|---|---|---|
| Girard Partners Ltd. | 103,436 | $32.7M | 3.68% | −3,989−3.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 103,401 | $32.6M | 3.35% | +34,363+49.8% | Added |
| Chescapmanager LLC | 103,392 | $32.6M | 7.99% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103,318 | $32.6M | 6.56% | −20,127−16.3% | Reduced |
| Connors Investor Services Inc | 102,815 | $32.4M | 3.99% | −696−0.7% | Reduced |
| First American Trust, FSB | 102,492 | $32.4M | 4.58% | −1,869−1.8% | Reduced |
| United Bank | 102,481 | $32.4M | 4.25% | −3,174−3.0% | Reduced |
| Meeder Asset Management Inc | 102,072 | $32.2M | 2.54% | −148,312−59.2% | Reduced |
| Voloridge Investment Management, LLC | 102,054 | $32.2M | 0.16% | +93,055+1,034.1% | Added |
| Archon Partners LLC | 102,000 | $32.2M | 5.04% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 101,907 | $32.2M | 13.15% | −7,803−7.1% | Reduced |
| RWWM, Inc. | 101,880 | $32.2M | 4.31% | +938+0.9% | Added |
| LaFleur & Godfrey LLC | 101,747 | $32.1M | 5.14% | −1,346−1.3% | Reduced |
| Simmons Bank | 101,535 | $32.1M | 2.84% | −1,147−1.1% | Reduced |
| Constitution Capital LLC | 101,389 | $32.0M | 21.81% | −4,085−3.9% | Reduced |
| Fiduciary Group LLC | 101,283 | $32.0M | 4.08% | −1,337−1.3% | Reduced |
| WCG Wealth Advisors LLC | 99,145 | $31.9M | 2.34% | +52,919+114.5% | Added |
| North Star Investment Management Corp. | 101,126 | $31.9M | 2.69% | −1,413−1.4% | Reduced |
| James Investment Research Inc | 100,885 | $31.9M | 4.20% | −379−0.4% | Reduced |
| Evoke Wealth, LLC | 100,621 | $31.8M | 1.12% | +405+0.4% | Added |
| Payden & Rygel | 100,130 | $31.6M | 2.48% | +38,600+62.7% | Added |
| Payden & Rygel Investment Group | 100,130 | $31.6M | 2.48% | +100,130 | New |
| Ardmore Road Asset Management LP | 100,000 | $31.6M | 10.67% | −12,350−11.0% | Reduced |
| Bornite Capital Management LP | 100,000 | $31.6M | 9.53% | 00.0% | Unchanged |
| Coastline Trust Co | 99,844 | $31.5M | 4.65% | +2,514+2.6% | Added |
| Pinpoint Asset Management Ltd | 99,700 | $31.5M | 7.37% | +99,700 | New |
| Columbia Asset Management | 99,377 | $31.4M | 6.99% | −136−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 98,783 | $31.2M | 3.71% | −3,999−3.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 98,782 | $31.2M | 3.77% | −108−0.1% | Reduced |
| Americana Partners, LLC | 98,469 | $31.1M | 3.36% | +19,562+24.8% | Added |
| Lighthouse Investment Partners, LLC | 98,254 | $31.0M | 1.84% | +60,885+162.9% | Added |
| Terry L. Blaker | 98,169 | $31.0M | 2.76% | −4,843−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 98,104 | $31.0M | 7.33% | +97+0.1% | Added |
| Vicus Capital | 98,072 | $31.0M | 3.24% | +7,179+7.9% | Added |
| RSM US Wealth Management LLC | 97,940 | $30.9M | 1.09% | +5,632+6.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 97,681 | $30.8M | 0.09% | +3,644+3.9% | Added |
| Canandaigua National Bank & Trust Co | 97,672 | $30.8M | 4.99% | −1,162−1.2% | Reduced |
| Country Club Bank | 98,198 | $30.8M | 2.51% | −710−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 97,370 | $30.7M | 3.86% | −14,758−13.2% | Reduced |
| BlueCrest Capital Management Ltd | 96,709 | $30.5M | 4.75% | +96,709 | New |
| Mengis Capital Management, Inc. | 96,539 | $30.5M | 6.33% | −190−0.2% | Reduced |
| American National Bank | 96,239 | $30.4M | 5.17% | +1,618+1.7% | Added |
| Hunter Associates Investment Management LLC | 96,200 | $30.4M | 6.17% | +1,215+1.3% | Added |
| Jacobs & Co | 95,885 | $30.3M | 3.77% | −1,547−1.6% | Reduced |
| Rossmore Private Capital | 95,757 | $30.2M | 4.58% | −64−0.1% | Reduced |
| Zweig-DiMenna Associates LLC | 95,475 | $30.1M | 3.63% | +3,450+3.7% | Added |
| Ascent Group, LLC | 83,436 | $30.1M | 3.32% | +6,335+8.2% | Added |
| ProVise Management Group, LLC | 95,274 | $30.1M | 2.80% | +2,635+2.8% | Added |
| Schmidt P J Investment Management Inc | 90,789 | $30.1M | 6.45% | +323+0.4% | Added |
| Smithfield Trust Co | 95,234 | $30.1M | 1.85% | +114+0.1% | Added |
| Private Advisory Group LLC | 95,054 | $30.0M | 5.93% | +2,580+2.8% | Added |
| Culbertson A N & Co Inc | 94,993 | $30.0M | 6.02% | −471−0.5% | Reduced |
| Cyrus J. Lawrence, LLC | 94,701 | $29.9M | 8.20% | +655+0.7% | Added |
| Anchor Investment Management, LLC | 94,505 | $29.8M | 3.90% | +1,883+2.0% | Added |
| Moreno Evelyn V | 93,796 | $29.6M | 6.45% | −1,083−1.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 93,438 | $29.5M | 6.93% | −2,726−2.8% | Reduced |
| Greenbrier Partners Capital Management, LLC | 93,355 | $29.5M | 3.33% | 00.0% | Unchanged |
| World Equity Group, Inc. | 92,756 | $29.3M | 6.12% | +46,163+99.1% | Added |
| German American Bancorp, Inc. | 92,791 | $29.3M | 4.26% | +1,576+1.7% | Added |
| Waldron Private Wealth LLC | 92,689 | $29.3M | 1.52% | −2,460−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 88,681 | $29.2M | 1.57% | +4,075+4.8% | Added |
| Fagan Associates, Inc. | 92,485 | $29.2M | 7.06% | −170.0% | Reduced |
| First Hawaiian Bank | 92,469 | $29.2M | 0.99% | −1,403−1.5% | Reduced |
| Hartline Investment Corp | 92,252 | $29.1M | 5.23% | +1,289+1.4% | Added |
| Sky Investment Group LLC | 92,106 | $29.1M | 6.60% | −972−1.0% | Reduced |
| Progressive Investment Management Corp | 92,024 | $29.1M | 9.44% | −914−1.0% | Reduced |
| Oxbow Advisors, LLC | 91,913 | $29.0M | 4.57% | −176−0.2% | Reduced |
| We Are One Seven, LLC | 91,836 | $29.0M | 2.26% | +1,781+2.0% | Added |
| Mizuho Markets Americas LLC | 91,427 | $28.9M | 1.08% | +91,427 | New |
| Absher Wealth Management, LLC | 91,336 | $28.8M | 4.80% | +1,943+2.2% | Added |
| HBK Sorce Advisory LLC | 91,286 | $28.8M | 1.27% | −688−0.7% | Reduced |
| Wallington Asset Management, LLC | 91,235 | $28.8M | 5.24% | +20.0% | Added |
| Goelzer Investment Management, Inc. | 91,203 | $28.8M | 2.03% | −1,474−1.6% | Reduced |
| Strategic Advisors LLC | 91,171 | $28.8M | 5.68% | +2,229+2.5% | Added |
| Bath Savings Trust Co | 91,128 | $28.8M | 3.54% | +450.0% | Added |
| Pictet North America Advisors SA | 90,931 | $28.7M | 4.08% | −27,778−23.4% | Reduced |
| Atlantic Union Bankshares Corp | 90,911 | $28.7M | 2.94% | −695−0.8% | Reduced |
| Cinctive Capital Management LP | 90,877 | $28.7M | 1.58% | +70,118+337.8% | Added |
| Harbor Investment Advisory, LLC | 144,435 | $28.7M | 3.75% | −1,635−1.1% | Reduced |
| Visionary Wealth Advisors | 90,581 | $28.6M | 2.32% | −1,466−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 90,547 | $28.6M | 3.71% | −541−0.6% | Reduced |
| Albar Capital Ltd | 90,542 | $28.6M | 8.11% | −77,959−46.3% | Reduced |
| Ronald Blue Trust, Inc. | 83,896 | $28.6M | 0.44% | +26,520+46.2% | Added |
| First Financial Bank - Trust Division | 90,420 | $28.6M | 3.13% | −10,519−10.4% | Reduced |
| Core Alternative Capital | 90,412 | $28.5M | 4.40% | +3,054+3.5% | Added |
| Galvin, Gaustad & Stein, LLC | 90,375 | $28.5M | 2.89% | −4,777−5.0% | Reduced |
| Charles-Lim Capital Ltd | 90,000 | $28.4M | 6.57% | +90,000 | New |
| United Asset Strategies, Inc. | 89,941 | $28.4M | 3.67% | +677+0.8% | Added |
| Churchill Management Corp | 89,891 | $28.4M | 0.48% | −3,733−4.0% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $28.3M | 3.16% | 00.0% | Unchanged |
| Greenlea Lane Capital Management, LLC | 89,640 | $28.3M | 10.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 89,595 | $28.3M | 2.39% | +2,797+3.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 89,016 | $28.1M | 3.64% | −619−0.7% | Reduced |
| 1st Source Bank | 88,906 | $28.1M | 1.91% | −1,164−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 88,719 | $28.0M | 0.79% | +18,840+27.0% | Added |
| Hallmark Capital Management Inc | 88,705 | $28.0M | 2.33% | −3,392−3.7% | Reduced |
| Lowell Blake & Associates Inc. | 259,837 | $27.9M | 7.87% | +173,852+202.2% | Added |
| Allen Operations LLC | 88,383 | $27.9M | 6.17% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 88,322 | $27.9M | 4.25% | −488−0.5% | Reduced |
| WMS Partners, LLC | 88,230 | $27.9M | 2.20% | −3,701−4.0% | Reduced |