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 |
|---|---|---|---|---|---|
| Edge Wealth Management LLC | 88,064 | $27.8M | 6.50% | −1,127−1.3% | Reduced |
| Keywise Capital Management (HK) Ltd | 87,750 | $27.7M | 4.59% | −120,200−57.8% | Reduced |
| Essex Financial Services, Inc. | 87,679 | $27.7M | 3.21% | −1,180−1.3% | Reduced |
| Ostrum Asset Management | 87,541 | $27.6M | 2.56% | −10,088−10.3% | Reduced |
| Madison Wealth Management | 87,269 | $27.6M | 5.79% | −3,398−3.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,877 | $27.5M | 4.74% | −4,238−11.7% | Reduced |
| Value Partners Investments Inc. | 87,005 | $27.5M | 2.28% | −20,191−18.8% | Reduced |
| Bensler, LLC | 86,932 | $27.4M | 5.28% | +2,674+3.2% | Added |
| Covington Investment Advisors Inc. | 86,920 | $27.4M | 5.63% | −523−0.6% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 86,599 | $27.4M | 2.01% | +24,351+39.1% | Added |
| MIG Capital, LLC | 86,589 | $27.3M | 5.06% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 86,541 | $27.3M | 6.49% | −298−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 86,413 | $27.3M | 2.01% | −1,037−1.2% | Reduced |
| Rempart Asset Management Inc. | 86,307 | $27.3M | 6.07% | −3,706−4.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 86,079 | $27.2M | 0.45% | −209−0.2% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $27.2M | 20.32% | 00.0% | Unchanged |
| Trust Asset Management LLC | 85,929 | $27.1M | 2.92% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 85,924 | $27.1M | 5.96% | −1,010−1.2% | Reduced |
| Charter Trust Co | 85,715 | $27.1M | 2.16% | −2,031−2.3% | Reduced |
| IMC-Chicago, LLC | 85,509 | $27.0M | 1.74% | +29,787+53.5% | Added |
| Palisade Capital Management LLC | 85,503 | $27.0M | 0.75% | +11,132+15.0% | Added |
| St Germain D J Co Inc | 85,486 | $27.0M | 1.52% | −3,776−4.2% | Reduced |
| De Burlo Group Inc | 85,467 | $27.0M | 4.69% | −18,630−17.9% | Reduced |
| Clare Market Investments LLC | 85,371 | $27.0M | 10.56% | −3,187−3.6% | Reduced |
| Courier Capital LLC | 85,324 | $26.9M | 2.23% | −2,212−2.5% | Reduced |
| LS Investment Advisors, LLC | 85,316 | $26.9M | 5.06% | −2,239−2.6% | Reduced |
| Peachtree Investment Partners, LLC | 85,120 | $26.9M | 13.72% | −7,393−8.0% | Reduced |
| Center Lake Capital Management, LLC | 85,000 | $26.8M | 22.45% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 84,929 | $26.8M | 1.88% | −255−0.3% | Reduced |
| Randolph Co Inc | 84,910 | $26.8M | 4.30% | −604−0.7% | Reduced |
| Soditic Asset Management LLP | 84,804 | $26.8M | 20.62% | 00.0% | Unchanged |
| Cypress Capital Group | 84,755 | $26.8M | 3.87% | +997+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 84,449 | $26.7M | 3.32% | +5,518+7.0% | Added |
| Nations Financial Group Inc, | 84,448 | $26.7M | 2.68% | −1,771−2.1% | Reduced |
| NBC Securities, Inc. | 84,278 | $26.6M | 2.92% | +84,278 | New |
| Avitas Wealth Management LLC | 84,244 | $26.6M | 5.06% | −2,072−2.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 84,780 | $26.6M | 6.54% | +84,780 | New |
| Professional Advisory Services Inc | 84,151 | $26.6M | 4.37% | +2,072+2.5% | Added |
| Mark Asset Management LP | 84,062 | $26.5M | 5.01% | −5,070−5.7% | Reduced |
| BBR Partners, LLC | 83,622 | $26.4M | 2.97% | +59,014+239.8% | Added |
| Godsey & Gibb Associates | 83,175 | $26.3M | 3.22% | −1,553−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 83,052 | $26.2M | 4.64% | −2,173−2.5% | Reduced |
| Rings Capital Management LLC | 83,000 | $26.2M | 23.89% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 82,994 | $26.2M | 3.91% | +1,388+1.7% | Added |
| SP Asset Management LLC | 82,950 | $26.2M | 2.94% | +105+0.1% | Added |
| Checchi Capital Advisers, LLC | 82,917 | $26.2M | 2.43% | −2,903−3.4% | Reduced |
| Criteria Caixa, S.A.U. | 82,907 | $26.2M | 3.26% | −5,848−6.6% | Reduced |
| Mather Group, LLC. | 82,567 | $26.1M | 0.46% | +10,522+14.6% | Added |
| Blue Fin Capital, Inc. | 82,542 | $26.1M | 7.61% | +873+1.1% | Added |
| Synergy Financial Management, LLC | 82,533 | $26.1M | 5.17% | +4,610+5.9% | Added |
| TruWealth Advisors, LLC | 82,511 | $26.1M | 2.24% | −14,321−14.8% | Reduced |
| Edge Capital Group, LLC | 82,477 | $26.0M | 1.69% | −22,130−21.2% | Reduced |
| Caldwell Trust Co | 82,376 | $26.0M | 3.55% | +467+0.6% | Added |
| Geneos Wealth Management Inc. | 82,267 | $26.0M | 1.34% | +3,209+4.1% | Added |
| First Nebraska Trust Co | 82,206 | $26.0M | 3.22% | +400+0.5% | Added |
| Centre Asset Management, LLC | 82,138 | $25.9M | 6.32% | −4,296−5.0% | Reduced |
| Anchor Capital Advisors LLC | 81,930 | $25.9M | 0.72% | −17,135−17.3% | Reduced |
| Verdence Capital Advisors LLC | 81,768 | $25.8M | 2.80% | +6,345+8.4% | Added |
| Private Trust Co NA | 81,742 | $25.8M | 3.41% | −947−1.1% | Reduced |
| Westchester Capital Management, Inc. | 81,703 | $25.8M | 7.39% | −357−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 81,682 | $25.8M | 7.20% | +193+0.2% | Added |
| Tufton Capital Management | 81,653 | $25.8M | 5.75% | −923−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 81,556 | $25.8M | 1.53% | −984−1.2% | Reduced |
| King Wealth | 81,523 | $25.7M | 5.43% | −406−0.5% | Reduced |
| Mechanics Bank Trust Department | 81,239 | $25.7M | 4.28% | −765−0.9% | Reduced |
| Nelson Capital Management, LLC | 81,040 | $25.6M | 6.27% | −2,031−2.4% | Reduced |
| Griffin Asset Management, Inc. | 81,029 | $25.6M | 3.64% | −3,296−3.9% | Reduced |
| Gratus Capital LLC | 80,694 | $25.5M | 1.74% | +13,763+20.6% | Added |
| Integrated Advisors Network LLC | 80,688 | $25.5M | 1.57% | −5,590−6.5% | Reduced |
| Invictus Private Wealth, LLC | 80,589 | $25.4M | 2.78% | +3,235+4.2% | Added |
| Marco Investment Management LLC | 80,538 | $25.4M | 2.92% | −3,284−3.9% | Reduced |
| Hills Bank & Trust Co | 80,473 | $25.4M | 2.95% | −2,413−2.9% | Reduced |
| Quadrant Capital Group LLC | 80,472 | $25.4M | 2.54% | +2,907+3.7% | Added |
| Verity & Verity, LLC | 80,244 | $25.3M | 3.17% | +272+0.3% | Added |
| Waycross Partners, LLC | 80,218 | $25.3M | 5.60% | +3,473+4.5% | Added |
| Miura Global Management, LLC | 80,000 | $25.3M | 17.27% | −20,000−20.0% | Reduced |
| Central Securities Corp | 80,000 | $25.3M | 3.08% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $25.3M | 16.12% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 80,000 | $25.3M | 0.39% | +5,000+6.7% | Added |
| Bourne Lent Asset Management Inc | 79,879 | $25.2M | 11.11% | −20,710−20.6% | Reduced |
| Dividend Assets Capital, LLC | 79,865 | $25.2M | 5.23% | −2,292−2.8% | Reduced |
| Cutler Investment Counsel LLC | 79,712 | $25.2M | 3.97% | +99+0.1% | Added |
| Merriman Wealth Management, LLC | 79,623 | $25.1M | 1.30% | +1,826+2.3% | Added |
| Hillman Co | 79,505 | $25.1M | 15.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 79,461 | $25.1M | 7.17% | +6,240+8.5% | Added |
| Abner Herrman & Brock LLC | 79,432 | $25.1M | 3.84% | +550+0.7% | Added |
| GHP Investment Advisors, Inc. | 76,492 | $25.1M | 1.52% | −140.0% | Reduced |
| Guardian Capital Advisors LP | 75,372 | $25.1M | 2.80% | −1,270−1.7% | Reduced |
| Silicon Valley Capital Partners | 79,078 | $25.0M | 4.69% | +9,512+13.7% | Added |
| Cigna Investments Inc | 79,065 | $25.0M | 5.74% | −10,366−11.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 78,999 | $24.9M | 4.28% | +74,999+1,875.0% | Added |
| Ameritas Advisory Services, LLC | 76,744 | $24.9M | 1.24% | +32,916+75.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 78,894 | $24.9M | 3.64% | −11,538−12.8% | Reduced |
| WS Portfolio Advisory, LLC | 78,859 | $24.9M | 5.67% | +19,026+31.8% | Added |
| 11 Capital Partners LP | 78,456 | $24.8M | 13.71% | +22,700+40.7% | Added |
| Covenant Asset Management, LLC | 77,965 | $24.6M | 7.59% | +55+0.1% | Added |
| Fiduciary Alliance LLC | 77,801 | $24.6M | 5.68% | +2,605+3.5% | Added |
| M. Kraus & Co | 77,572 | $24.5M | 8.70% | −390−0.5% | Reduced |
| Financial Insights, Inc. | 72,388 | $24.5M | 8.74% | +247+0.3% | Added |
| Wolverine Asset Management LLC | 77,390 | $24.4M | 0.45% | +77,390 | New |