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 |
|---|---|---|---|---|---|
| Vantage Investment Partners, LLC | 77,116 | $24.3M | 3.19% | −7,546−8.9% | Reduced |
| JGP Wealth Management, LLC | 77,016 | $24.3M | 4.08% | +1,013+1.3% | Added |
| Clear Street Markets LLC | 76,989 | $24.3M | 17.10% | +72,509+1,618.5% | Added |
| Woodmont Investment Counsel LLC | 76,980 | $24.3M | 2.57% | −1,226−1.6% | Reduced |
| Perennial Advisors, LLC | 76,932 | $24.3M | 6.55% | +631+0.8% | Added |
| Fulcrum Capital LLC | 76,895 | $24.3M | 7.05% | −1,657−2.1% | Reduced |
| Glynn Capital Management LLC | 76,884 | $24.3M | 5.28% | +25,048+48.3% | Added |
| Ashburton (Jersey) Ltd | 71,226 | $24.3M | 11.81% | 00.0% | Unchanged |
| DFPG Investments, LLC | 67,113 | $24.2M | 2.25% | +4,367+7.0% | Added |
| Thompson Investment Management, Inc. | 76,633 | $24.2M | 4.30% | −1,608−2.1% | Reduced |
| Northern Oak Wealth Management Inc | 76,533 | $24.2M | 3.00% | −1,418−1.8% | Reduced |
| Titan Global Capital Management USA LLC | 76,446 | $24.1M | 5.90% | −2,543−3.2% | Reduced |
| D L Carlson Investment Group Inc | 76,406 | $24.1M | 4.86% | −2,477−3.1% | Reduced |
| Nemes Rush Group LLC | 76,337 | $24.1M | 4.37% | +1,349+1.8% | Added |
| Jasper Ridge Partners, L.P. | 75,938 | $24.0M | 1.13% | +10.0% | Added |
| Foyston, Gordon, & Payne Inc | 75,811 | $23.9M | 6.53% | +1,725+2.3% | Added |
| Gladstone Institutional Advisory LLC | 75,795 | $23.9M | 1.55% | −2,396−3.1% | Reduced |
| Intrust Bank NA | 75,779 | $23.9M | 3.05% | −881−1.1% | Reduced |
| Naples Global Advisors, LLC | 75,676 | $23.9M | 2.90% | +1,283+1.7% | Added |
| Atika Capital Management LLC | 75,500 | $23.8M | 3.40% | −20,500−21.4% | Reduced |
| Deltec Asset Management LLC | 75,427 | $23.8M | 5.42% | +3,870+5.4% | Added |
| Pettyjohn, Wood & White, Inc | 75,297 | $23.8M | 5.61% | +859+1.2% | Added |
| Walter Public Investments Inc. | 75,239 | $23.8M | 5.63% | −1,647−2.1% | Reduced |
| PFG Advisors | 75,106 | $23.7M | 2.13% | −62,355−45.4% | Reduced |
| Wildcat Capital Management, LLC | 75,000 | $23.7M | 9.51% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 74,862 | $23.6M | 3.22% | +70,128+1,481.4% | Added |
| Lathrop Investment Management Corp | 74,781 | $23.6M | 5.09% | −1,526−2.0% | Reduced |
| Monetary Management Group Inc | 74,765 | $23.6M | 7.87% | −3,400−4.3% | Reduced |
| Dash Acquisitions Inc. | 71,241 | $23.6M | 9.50% | −2,920−3.9% | Reduced |
| Hoffman, Alan N Investment Management | 74,678 | $23.6M | 15.20% | +698+0.9% | Added |
| Money Concepts Capital Corp | 74,557 | $23.5M | 2.47% | +3,348+4.7% | Added |
| Buckley Wealth Management, LLC | 74,519 | $23.5M | 8.80% | −3,221−4.1% | Reduced |
| Lyell Wealth Management, LP | 74,510 | $23.5M | 3.16% | −686−0.9% | Reduced |
| XML Financial, LLC | 74,353 | $23.5M | 2.81% | −330−0.4% | Reduced |
| Orbis Allan Gray Ltd | 74,279 | $23.5M | 0.17% | 00.0% | Unchanged |
| LSV Asset Management | 74,200 | $23.4M | 0.05% | −5,100−6.4% | Reduced |
| Greenwood Capital Associates LLC | 73,984 | $23.4M | 3.40% | +273+0.4% | Added |
| JLB & Associates Inc | 73,982 | $23.4M | 3.66% | −5,256−6.6% | Reduced |
| Brasada Capital Management, LP | 70,846 | $23.3M | 5.44% | +6,224+9.6% | Added |
| First Western Trust Bank | 73,817 | $23.3M | 1.25% | −1,990−2.6% | Reduced |
| Graypoint LLC | 73,782 | $23.3M | 2.19% | +4,041+5.8% | Added |
| Wedgewood Partners Inc | 73,672 | $23.3M | 5.57% | −39,903−35.1% | Reduced |
| Buffington Mohr McNeal | 73,433 | $23.2M | 5.27% | −435−0.6% | Reduced |
| Claret Asset Management Corp | 73,409 | $23.2M | 4.55% | −908−1.2% | Reduced |
| Exchange Capital Management, Inc. | 73,175 | $23.1M | 4.36% | −1,327−1.8% | Reduced |
| RDST Capital LLC | 73,135 | $23.1M | 8.72% | +12,635+20.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 73,095 | $23.1M | 2.32% | −660−0.9% | Reduced |
| Fragasso Group Inc. | 73,054 | $23.1M | 2.42% | +1,391+1.9% | Added |
| Mitchell Sinkler & Starr | 73,004 | $23.1M | 7.09% | +10,133+16.1% | Added |
| Virtu Financial LLC | 72,837 | $23.0M | 2.29% | +60,112+472.4% | Added |
| Private Asset Management Inc | 72,679 | $22.9M | 5.39% | −14,376−16.5% | Reduced |
| Parcion Private Wealth LLC | 72,536 | $22.9M | 2.38% | +1,732+2.4% | Added |
| SlateStone Wealth, LLC | 72,505 | $22.9M | 3.33% | +38,462+113.0% | Added |
| Edentree Asset Management Ltd | 72,500 | $22.9M | 8.97% | −4,000−5.2% | Reduced |
| Claar Advisors LLC | 72,447 | $22.9M | 9.07% | −6,500−8.2% | Reduced |
| River Wealth Advisors LLC | 72,327 | $22.8M | 4.09% | −179−0.2% | Reduced |
| Cohen Capital Management, Inc. | 72,229 | $22.8M | 4.67% | 00.0% | Unchanged |
| Hutchinson Capital Management | 71,946 | $22.7M | 5.34% | −1,221−1.7% | Reduced |
| Credential Qtrade Securities Inc. | 71,934 | $22.7M | 1.51% | −7,106−9.0% | Reduced |
| Venturi Wealth Management, LLC | 71,834 | $22.7M | 1.78% | +1,615+2.3% | Added |
| Webster Bank, N. A. | 71,659 | $22.6M | 3.06% | −704−1.0% | Reduced |
| Woodline Partners LP | 71,409 | $22.5M | 0.26% | −314,135−81.5% | Reduced |
| Qtron Investments LLC | 71,408 | $22.5M | 4.30% | 00.0% | Unchanged |
| McRae Capital Management Inc | 71,261 | $22.5M | 6.66% | −1,028−1.4% | Reduced |
| Rice Partnership, LLC | 71,160 | $22.5M | 6.36% | +1,223+1.7% | Added |
| Pine Valley Investments Ltd Liability Co | 71,123 | $22.5M | 2.16% | +6,573+10.2% | Added |
| Paragon Capital Management Ltd | 71,109 | $22.5M | 5.05% | −905−1.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 71,000 | $22.4M | 3.04% | +11,000+18.3% | Added |
| Blackhill Capital Inc | 70,850 | $22.4M | 2.16% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 70,775 | $22.3M | 1.85% | −71,847−50.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 70,634 | $22.3M | 2.92% | −10,378−12.8% | Reduced |
| Front Barnett Associates LLC | 70,583 | $22.3M | 2.67% | −1,678−2.3% | Reduced |
| NFJ Investment Group, LLC | 70,543 | $22.3M | 0.65% | −23,481−25.0% | Reduced |
| CMH Wealth Management LLC | 70,524 | $22.3M | 6.22% | −12,753−15.3% | Reduced |
| Foundations Investment Advisors, LLC | 70,482 | $22.3M | 0.69% | −3,825−5.1% | Reduced |
| Salomon & Ludwin, LLC | 70,428 | $22.2M | 2.32% | −86−0.1% | Reduced |
| BFSG, LLC | 70,414 | $22.2M | 3.61% | +1,792+2.6% | Added |
| Zevin Asset Management LLC | 70,322 | $22.2M | 4.46% | +4,403+6.7% | Added |
| Wellington Shields & Co., LLC | 70,305 | $22.2M | 5.55% | +5,574+8.6% | Added |
| Van Strum & Towne Inc. | 70,290 | $22.2M | 9.36% | −483−0.7% | Reduced |
| Pioneer Trust Bank N A | 70,091 | $22.1M | 7.34% | −6,336−8.3% | Reduced |
| Stokes Family Office, LLC | 70,090 | $22.1M | 2.60% | +2,040+3.0% | Added |
| EFG Asset Management (Americas) Corp. | 70,036 | $22.1M | 5.31% | +87+0.1% | Added |
| CCM Investment Advisers LLC | 70,073 | $22.1M | 3.05% | −1,687−2.4% | Reduced |
| Berkley W R Corp | 70,000 | $22.1M | 1.44% | +70,000 | New |
| Kingdon Capital Management, L.L.C. | 70,000 | $22.1M | 4.04% | +70,000 | New |
| Verition Fund Management LLC | 69,568 | $22.0M | 0.29% | +12,173+21.2% | Added |
| Ibex Wealth Advisors | 69,376 | $21.9M | 5.58% | +69,376 | New |
| Vision Capital Management, Inc. | 69,236 | $21.9M | 4.02% | +1,268+1.9% | Added |
| Sepio Capital, LP | 69,124 | $21.8M | 1.89% | +143+0.2% | Added |
| Buckingham Capital Management, Inc. | 69,068 | $21.8M | 3.32% | −2,803−3.9% | Reduced |
| Clear Harbor Asset Management, LLC | 69,065 | $21.8M | 2.28% | −786−1.1% | Reduced |
| Somerville Kurt F | 69,006 | $21.8M | 4.38% | +580+0.8% | Added |
| Perkins Coie Trust Co | 68,889 | $21.8M | 6.14% | −529−0.8% | Reduced |
| Peak Asset Management, LLC | 68,838 | $21.7M | 5.25% | −1,554−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,756 | $21.7M | 2.39% | +645+0.9% | Added |
| Fundamentun, LLC | 68,659 | $21.7M | 3.24% | −332−0.5% | Reduced |
| Wedmont Private Capital | 65,730 | $21.7M | 2.19% | +8,628+15.1% | Added |
| Genus Capital Management Inc. | 68,479 | $21.6M | 3.40% | −3,661−5.1% | Reduced |
| Bellecapital International Ltd. | 68,216 | $21.5M | 5.40% | −70.0% | Reduced |