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
- 4,862
- +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
- 2,103 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 68,119 | $21.5M | 5.87% | −600−0.9% | Reduced |
| Zions Bancorporation, N.A. | 68,052 | $21.5M | 1.88% | +2,254+3.4% | Added |
| Shay Capital LLC | 67,914 | $21.4M | 6.36% | +61,514+961.2% | Added |
| AMG National Trust Bank | 67,904 | $21.4M | 0.75% | +640+1.0% | Added |
| Focus Financial Network, Inc. | 67,901 | $21.4M | 1.21% | +2,543+3.9% | Added |
| BKD Wealth Advisors, LLC | 67,755 | $21.4M | 0.65% | −2,874−4.1% | Reduced |
| Insigneo Advisory Services, LLC | 67,751 | $21.4M | 4.35% | +4,691+7.4% | Added |
| Rothschild Investment Corp | 67,747 | $21.4M | 1.80% | −2,689−3.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 67,767 | $21.4M | 0.69% | +3,919+6.1% | Added |
| SFMG, LLC | 67,677 | $21.4M | 2.20% | +773+1.2% | Added |
| South Street Advisors LLC | 67,645 | $21.4M | 4.29% | +558+0.8% | Added |
| Azzad Asset Management Inc | 67,604 | $21.3M | 3.03% | +522+0.8% | Added |
| Toth Financial Advisory Corp | 67,523 | $21.3M | 3.25% | −3,283−4.6% | Reduced |
| Arkadios Wealth Advisors | 67,307 | $21.3M | 2.02% | +13,586+25.3% | Added |
| Anabranch Capital Management, LP | 67,256 | $21.2M | 15.53% | −13,000−16.2% | Reduced |
| Jefferies Financial Group Inc. | 67,127 | $21.2M | 0.53% | −19,830−22.8% | Reduced |
| Regal Investment Advisors LLC | 67,022 | $21.2M | 1.83% | +1,460+2.2% | Added |
| China Universal Asset Management Co., Ltd. | 67,011 | $21.2M | 6.13% | +5,530+9.0% | Added |
| Community Bank, N.A. | 67,003 | $21.2M | 2.96% | −2,554−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 66,992 | $21.2M | 7.29% | −1,204−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 66,970 | $21.1M | 6.24% | −1,061−1.6% | Reduced |
| Chicago Trust Co NA | 66,956 | $21.1M | 5.31% | −34−0.1% | Reduced |
| Leuthold Group, LLC | 66,831 | $21.1M | 2.96% | −1,231−1.8% | Reduced |
| Legacy Private Trust Co. | 66,718 | $21.1M | 1.81% | −2,449−3.5% | Reduced |
| Joel Isaacson & Co., LLC | 66,652 | $21.0M | 1.44% | +1,807+2.8% | Added |
| Quattro Financial Advisors LLC | 66,624 | $21.0M | 9.16% | +23,892+55.9% | Added |
| Symmetry Partners, LLC | 66,594 | $21.0M | 1.14% | −2,373−3.4% | Reduced |
| Angeles Wealth Management, LLC | 66,542 | $21.0M | 2.97% | +1,325+2.0% | Added |
| Horiko Capital Management LLC | 66,441 | $21.0M | 11.61% | +981+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 66,414 | $21.0M | 4.59% | −12,206−15.5% | Reduced |
| Borer Denton & Associates, Inc. | 66,351 | $21.0M | 8.66% | +667+1.0% | Added |
| Carlson Capital L P | 66,285 | $20.9M | 1.64% | +58,785+783.8% | Added |
| Hosking Partners LLP | 66,085 | $20.9M | 0.92% | −33,158−33.4% | Reduced |
| Iyo Bank, Ltd. | 66,077 | $20.9M | 11.36% | 00.0% | Unchanged |
| FACT Capital, LP | 66,047 | $20.9M | 8.28% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 66,012 | $20.8M | 0.77% | −1,159−1.7% | Reduced |
| Bright Rock Capital Management, LLC | 66,000 | $20.8M | 5.09% | 00.0% | Unchanged |
| Immersion Capital LLP | 65,930 | $20.8M | 8.93% | −19,991−23.3% | Reduced |
| Chemung Canal Trust Co | 65,877 | $20.8M | 4.77% | +34+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 65,708 | $20.7M | 3.40% | −3,680−5.3% | Reduced |
| Cheviot Value Management, LLC | 65,693 | $20.7M | 4.60% | −2,009−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 65,525 | $20.7M | 0.95% | +844+1.3% | Added |
| One Capital Management, LLC | 65,187 | $20.6M | 0.91% | −3,664−5.3% | Reduced |
| Howe & Rusling Inc | 65,135 | $20.6M | 2.43% | −1,000−1.5% | Reduced |
| Hayek Kallen Investment Management | 65,106 | $20.6M | 9.21% | −1,076−1.6% | Reduced |
| Broadleaf Partners, LLC | 65,065 | $20.5M | 6.86% | −428−0.7% | Reduced |
| IFP Advisors, Inc | 65,053 | $20.5M | 0.92% | −9,777−13.1% | Reduced |
| LTS One Management LP | 65,000 | $20.5M | 4.51% | +65,000 | New |
| Sora Investors LLC | 65,000 | $20.5M | 4.59% | +65,000 | New |
| SYSTM Wealth Solutions LLC | 64,827 | $20.5M | 3.15% | −2,502−3.7% | Reduced |
| Arjuna Capital | 64,795 | $20.5M | 7.33% | +1,225+1.9% | Added |
| Jamison Private Wealth Management, Inc. | 64,545 | $20.4M | 4.21% | +64,545 | New |
| Canal Insurance CO | 64,500 | $20.4M | 5.86% | 00.0% | Unchanged |
| Strategic Vision Investment Ltd | 64,463 | $20.4M | 19.66% | +43,700+210.5% | Added |
| Fidelis Capital Partners, LLC | 64,491 | $20.3M | 6.96% | +17,216+36.4% | Added |
| Motco | 64,242 | $20.3M | 1.39% | −3,931−5.8% | Reduced |
| Middleton & Co Inc | 64,224 | $20.3M | 2.80% | −99−0.2% | Reduced |
| Y.D. More Investments Ltd | 64,209 | $20.3M | 4.15% | −3,856−5.7% | Reduced |
| Segment Wealth Management, LLC | 64,107 | $20.2M | 2.06% | +2,539+4.1% | Added |
| Mattern Wealth Management LLC | 64,102 | $20.2M | 5.93% | +4,685+7.9% | Added |
| Csenge Advisory Group | 64,063 | $20.2M | 1.38% | −356−0.6% | Reduced |
| Light Street Capital Management, LLC | 63,933 | $20.2M | 5.94% | +2,053+3.3% | Added |
| Court Place Advisors, LLC | 63,904 | $20.2M | 7.17% | −109−0.2% | Reduced |
| Makena Capital Management LLC | 63,672 | $20.1M | 4.30% | +6,137+10.7% | Added |
| Capital Planning LLC | 63,498 | $20.0M | 7.90% | −10.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 63,433 | $20.0M | 5.13% | −1,023−1.6% | Reduced |
| Field & Main Bank | 63,391 | $20.0M | 9.37% | +33,729+113.7% | Added |
| Stratos Wealth Advisors, LLC | 63,377 | $20.0M | 1.32% | +11,081+21.2% | Added |
| Arrow Financial Corp | 63,280 | $20.0M | 2.34% | −5,269−7.7% | Reduced |
| Farmers Trust Co | 63,222 | $20.0M | 4.61% | −3,796−5.7% | Reduced |
| Wright Investors Service Inc | 63,222 | $20.0M | 5.79% | −3,519−5.3% | Reduced |
| AdvisorNet Financial, Inc | 63,215 | $20.0M | 1.81% | −7,358−10.4% | Reduced |
| Sand Hill Global Advisors, LLC | 63,117 | $19.9M | 1.10% | −1,314−2.0% | Reduced |
| Liberty One Investment Management, LLC | 63,086 | $19.9M | 2.89% | +1,372+2.2% | Added |
| Morningstar Investment Management LLC | 63,034 | $19.9M | 2.73% | 00.0% | Unchanged |
| CX Institutional | 62,910 | $19.9M | 1.09% | −10,265−14.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 62,650 | $19.8M | 3.20% | +1,801+3.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 62,600 | $19.8M | 7.44% | −1,700−2.6% | Reduced |
| Boothbay Fund Management, LLC | 62,590 | $19.8M | 0.70% | −41,122−39.7% | Reduced |
| New Hampshire Trust | 62,585 | $19.8M | 5.37% | +50.0% | Added |
| RNC Capital Management LLC | 62,569 | $19.8M | 1.23% | −2,087−3.2% | Reduced |
| Brown Shipley& Co Ltd | 62,513 | $19.7M | 10.88% | +4,001+6.8% | Added |
| BIT Capital GmbH | 62,489 | $19.7M | 2.64% | −25,027−28.6% | Reduced |
| Augustine Asset Management Inc | 62,464 | $19.7M | 9.11% | −1,669−2.6% | Reduced |
| Stone Point Wealth LLC | 62,398 | $19.7M | 8.44% | +189+0.3% | Added |
| Foster & Motley Inc | 62,219 | $19.6M | 1.61% | −911−1.4% | Reduced |
| WoodTrust Financial Corp | 62,174 | $19.6M | 3.75% | −819−1.3% | Reduced |
| Harvey Capital Management Inc | 62,165 | $19.6M | 6.91% | −150−0.2% | Reduced |
| K.J. Harrison & Partners Inc | 62,014 | $19.6M | 4.42% | +3,745+6.4% | Added |
| Conning Inc. | 61,865 | $19.5M | 0.71% | −1,646−2.6% | Reduced |
| FORA Capital, LLC | 61,857 | $19.5M | 1.71% | +61,857 | New |
| Allied Investment Advisors, LLC | 61,822 | $19.5M | 5.84% | −321−0.5% | Reduced |
| Summit Financial, LLC | 61,806 | $19.5M | 1.44% | +7,359+13.5% | Added |
| Columbus Hill Capital Management, L.P. | 61,752 | $19.5M | 7.67% | 00.0% | Unchanged |
| Unigestion Holding SA | 62,152 | $19.5M | 1.20% | −6,091−8.9% | Reduced |
| St. Clair Advisors, LLC | 61,514 | $19.4M | 7.66% | +1,861+3.1% | Added |
| Hall Laurie J Trustee | 61,503 | $19.4M | 8.27% | −1,001−1.6% | Reduced |
| Apella Capital, LLC | 61,478 | $19.4M | 1.37% | +2,375+4.0% | Added |
| Zuckerman Investment Group, LLC | 61,444 | $19.4M | 2.78% | +73+0.1% | Added |
| Arcadia Investment Management Corp | 61,411 | $19.4M | 4.11% | −100−0.2% | Reduced |