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 |
|---|---|---|---|---|---|
| Cubic Asset Management, LLC | 61,318 | $19.4M | 5.33% | +11,077+22.0% | Added |
| Cornerstone Wealth Management, LLC | 61,271 | $19.3M | 1.83% | +2,003+3.4% | Added |
| Sirios Capital Management L P | 61,250 | $19.3M | 3.66% | +2,729+4.7% | Added |
| Harbour Investment Management LLC | 61,192 | $19.3M | 11.03% | −789−1.3% | Reduced |
| Atlas Capital Advisors LLC | 61,171 | $19.3M | 3.18% | −260.0% | Reduced |
| Wintrust Investments LLC | 60,973 | $19.3M | 2.02% | +9,593+18.7% | Added |
| RPG Investment Advisory, LLC | 60,756 | $19.2M | 3.53% | −400−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 60,698 | $19.2M | 4.95% | +580+1.0% | Added |
| Sandler Capital Management | 60,609 | $19.1M | 3.23% | +40,159+196.4% | Added |
| Engine No. 1 LLC | 60,606 | $19.1M | 10.08% | +6,779+12.6% | Added |
| Valley National Advisers Inc | 60,584 | $19.1M | 3.34% | −477−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 60,547 | $19.1M | 4.08% | −1,851−3.0% | Reduced |
| Bogart Wealth, LLC | 60,518 | $19.1M | 1.18% | +1,327+2.2% | Added |
| Northstar Asset Management Inc | 60,513 | $19.1M | 6.11% | −1,871−3.0% | Reduced |
| Balboa Wealth Partners | 60,442 | $19.1M | 7.16% | +756+1.3% | Added |
| Tamar Securities, LLC | 60,420 | $19.1M | 4.60% | −5,431−8.2% | Reduced |
| Altrafin AG | 60,404 | $19.1M | 8.31% | −1,549−2.5% | Reduced |
| Davy Global Fund Management Ltd | 60,363 | $19.1M | 3.91% | −1,974−3.2% | Reduced |
| Kovack Advisors, Inc. | 60,331 | $19.0M | 2.66% | +189+0.3% | Added |
| Belpointe Asset Management LLC | 60,321 | $19.0M | 1.97% | +2,793+4.9% | Added |
| Glen Eagle Advisors, LLC | 60,318 | $19.0M | 4.42% | +113+0.2% | Added |
| Princeton Global Asset Management LLC | 60,315 | $19.0M | 5.41% | +3,130+5.5% | Added |
| Parker Investment Management, LLC | 60,257 | $19.0M | 4.12% | +1,986+3.4% | Added |
| Alley Investment Management Company, LLC | 60,221 | $19.0M | 3.23% | −206−0.3% | Reduced |
| Princeton Capital Management LLC | 60,185 | $19.0M | 8.75% | −6,219−9.4% | Reduced |
| Leonteq Securities AG | 60,095 | $19.0M | 2.00% | +4,365+7.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $18.9M | 7.22% | 00.0% | Unchanged |
| Syon Capital LLC | 59,947 | $18.9M | 2.36% | +59,947 | New |
| TrinityPoint Wealth, LLC | 59,721 | $18.9M | 3.76% | −695−1.2% | Reduced |
| RKL Wealth Management LLC | 59,614 | $18.8M | 2.30% | −1,637−2.7% | Reduced |
| EULAV Asset Management | 59,505 | $18.8M | 0.69% | +3,996+7.2% | Added |
| Smithbridge Asset Management Inc | 59,438 | $18.8M | 4.65% | −1,337−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 59,266 | $18.7M | 1.81% | +3,734+6.7% | Added |
| Knuff & Co LLC | 59,248 | $18.7M | 7.46% | +536+0.9% | Added |
| DT Investment Partners, LLC | 59,216 | $18.7M | 2.27% | +141+0.2% | Added |
| GFS Advisors, LLC | 59,188 | $18.7M | 2.90% | +9,293+18.6% | Added |
| NatWest Group plc | 59,181 | $18.7M | 9.74% | +1,966+3.4% | Added |
| Miramar Capital, LLC | 59,120 | $18.7M | 5.08% | −2,315−3.8% | Reduced |
| Nicollet Investment Management, Inc. | 59,112 | $18.7M | 8.36% | −237−0.4% | Reduced |
| Mark Stevens | 58,962 | $18.6M | 2.49% | +391+0.7% | Added |
| Trybe Capital Management LP | 58,615 | $18.5M | 10.33% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 58,216 | $18.4M | 1.39% | +83+0.1% | Added |
| Nicola Wealth Management Ltd. | 58,160 | $18.4M | 1.98% | −2,000−3.3% | Reduced |
| RAM Investment Partners, LLC | 58,129 | $18.4M | 7.76% | −4,727−7.5% | Reduced |
| NorthRock Partners, LLC | 58,015 | $18.3M | 1.92% | +8,772+17.8% | Added |
| Investment Advisory Services Inc | 57,752 | $18.2M | 7.85% | +200+0.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 57,700 | $18.2M | 1.00% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 57,695 | $18.2M | 1.10% | +870+1.5% | Added |
| Alpha Omega Wealth Management LLC | 57,566 | $18.2M | 3.13% | −1,682−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 57,377 | $18.1M | 3.90% | −1,277−2.2% | Reduced |
| Good Life Advisors, LLC | 57,251 | $18.1M | 2.07% | +3,230+6.0% | Added |
| Missouri Trust & Investment Co | 57,209 | $18.1M | 8.13% | +44,567+352.5% | Added |
| Daniels&Tansey,LLP | 190,971 | $18.0M | 10.79% | +189,478+12,691.1% | Added |
| Headinvest, LLC | 55,979 | $18.0M | 3.91% | +183+0.3% | Added |
| Elk River Wealth Management, LLC | 56,982 | $18.0M | 3.98% | +174+0.3% | Added |
| Pavion Blue Capital, LLC | 57,267 | $18.0M | 10.93% | +100+0.2% | Added |
| City Holding Co | 56,869 | $18.0M | 3.20% | −329−0.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 56,820 | $17.9M | 0.44% | −165,768−74.5% | Reduced |
| STF Management LP | 56,807 | $17.9M | 9.52% | +20,515+56.5% | Added |
| Weik Capital Management | 56,789 | $17.9M | 8.82% | −1,450−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 56,634 | $17.9M | 0.75% | +1,493+2.7% | Added |
| Proficio Capital Partners LLC | 56,626 | $17.9M | 2.38% | +6,550+13.1% | Added |
| Zhang Financial LLC | 56,187 | $17.9M | 1.81% | +1,422+2.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 56,524 | $17.8M | 3.84% | +2,795+5.2% | Added |
| Advisory Research Inc | 56,510 | $17.8M | 2.48% | −844−1.5% | Reduced |
| Spence Asset Management | 56,426 | $17.8M | 5.48% | +682+1.2% | Added |
| AMS Capital Ltda | 56,339 | $17.8M | 19.70% | +9,210+19.5% | Added |
| Copeland Capital Management, LLC | 56,277 | $17.8M | 0.38% | −1,454−2.5% | Reduced |
| Buckingham Strategic Partners | 56,237 | $17.8M | 0.86% | +14,739+35.5% | Added |
| Curi Capital | 56,084 | $17.7M | 2.72% | −4,621−7.6% | Reduced |
| Consolidated Planning Corp | 56,018 | $17.7M | 3.92% | +441+0.8% | Added |
| Flagship Harbor Advisors, LLC | 55,988 | $17.7M | 1.47% | −448−0.8% | Reduced |
| Strategic Global Advisors, LLC | 55,936 | $17.7M | 2.94% | −2,785−4.7% | Reduced |
| Two Point Capital Management, Inc. | 55,928 | $17.7M | 9.73% | −655−1.2% | Reduced |
| Renaissance Investment Group LLC | 55,822 | $17.6M | 4.91% | −1,940−3.4% | Reduced |
| Community Financial Services Group, LLC | 55,810 | $17.6M | 4.44% | +55,810 | New |
| Strategic Wealth Partners, Ltd. | 55,701 | $17.6M | 2.32% | +2,171+4.1% | Added |
| Marietta Investment Partners LLC | 55,686 | $17.6M | 4.93% | −3,855−6.5% | Reduced |
| DCM Advisors, LLC | 55,487 | $17.5M | 7.92% | −1,571−2.8% | Reduced |
| Grand Jean Capital Management Inc | 53,402 | $17.5M | 5.44% | +1,100+2.1% | Added |
| West Coast Financial LLC | 55,416 | $17.5M | 2.61% | −838−1.5% | Reduced |
| Premier Fund Managers Ltd | 55,764 | $17.5M | 0.82% | −6,300−10.2% | Reduced |
| Hendershot Investments Inc. | 55,389 | $17.5M | 2.93% | +985+1.8% | Added |
| Strategic Blueprint, LLC | 55,358 | $17.5M | 1.61% | +5,657+11.4% | Added |
| Lincoln Capital Corp | 55,351 | $17.5M | 9.41% | −314−0.6% | Reduced |
| Valmark Advisers, Inc. | 55,344 | $17.5M | 0.36% | +2,569+4.9% | Added |
| Haverford Financial Services, Inc. | 55,334 | $17.5M | 5.63% | −165−0.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 55,305 | $17.5M | 4.31% | +493+0.9% | Added |
| WESPAC Advisors SoCal, LLC | 55,223 | $17.4M | 5.89% | +1,347+2.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 54,987 | $17.4M | 3.70% | +1,360+2.5% | Added |
| Cozad Asset Management Inc | 54,937 | $17.3M | 2.25% | +1,210+2.3% | Added |
| Warren Averett Asset Management, LLC | 54,889 | $17.3M | 0.76% | +15,300+38.6% | Added |
| Executive Wealth Management, LLC | 54,882 | $17.3M | 1.79% | +1,967+3.7% | Added |
| Verde Servicos Internacionais S.A. | 54,825 | $17.3M | 6.74% | −38,573−41.3% | Reduced |
| Canvas Wealth Advisors, LLC | 52,921 | $17.3M | 7.10% | −2,542−4.6% | Reduced |
| Huber Capital Management LLC | 54,693 | $17.3M | 4.06% | −6,650−10.8% | Reduced |
| Holderness Investments Co | 54,664 | $17.3M | 6.72% | −622−1.1% | Reduced |
| Independent Investors Inc | 54,661 | $17.3M | 4.38% | −45−0.1% | Reduced |
| Kozak & Associates, Inc. | 52,415 | $17.2M | 6.28% | +8,703+19.9% | Added |
| Plimoth Trust Co LLC | 54,309 | $17.1M | 5.37% | −745−1.4% | Reduced |