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 |
|---|---|---|---|---|---|
| Clarity Financial LLC | 54,224 | $17.1M | 2.93% | +13,789+34.1% | Added |
| Glassman Wealth Services | 54,216 | $17.1M | 2.76% | +1,056+2.0% | Added |
| Diligent Investors, LLC | 54,166 | $17.1M | 5.22% | −4,353−7.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $17.1M | 11.13% | +20,000+58.6% | Added |
| Vista Equity Partners Management, LLC | 54,088 | $17.1M | 0.43% | −20,863−27.8% | Reduced |
| American Money Management, LLC | 54,016 | $17.1M | 4.36% | +193+0.4% | Added |
| Osher Van de Voorde Investment Management | 53,812 | $17.0M | 4.26% | +992+1.9% | Added |
| Harbour Investments, Inc. | 53,739 | $17.0M | 0.85% | +1,424+2.7% | Added |
| Team Hewins, LLC | 53,725 | $17.0M | 3.90% | +53,725 | New |
| Whalerock Point Partners, LLC | 53,660 | $16.9M | 5.87% | +392+0.7% | Added |
| Stockman Wealth Management, Inc. | 53,597 | $16.9M | 3.73% | −1,050−1.9% | Reduced |
| Camden National Bank | 53,584 | $16.9M | 3.47% | −541−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 50,833 | $16.9M | 1.16% | +4,587+9.9% | Added |
| Strategy Asset Managers LLC | 53,494 | $16.9M | 4.42% | −3,236−5.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 53,478 | $16.9M | 12.88% | −8,273−13.4% | Reduced |
| Baker Chad R | 53,465 | $16.9M | 4.26% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 53,451 | $16.9M | 3.03% | −94−0.2% | Reduced |
| Lindbrook Capital, LLC | 53,310 | $16.8M | 1.88% | +1,086+2.1% | Added |
| Trifecta Capital Advisors, LLC | 53,286 | $16.8M | 5.41% | +1,111+2.1% | Added |
| Scholtz & Company, LLC | 53,279 | $16.8M | 11.09% | −2,107−3.8% | Reduced |
| NTV Asset Management LLC | 53,266 | $16.8M | 3.05% | +4,301+8.8% | Added |
| Hodges Capital Management Inc. | 53,213 | $16.8M | 2.00% | −7,525−12.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 53,170 | $16.8M | 3.22% | +1,859+3.6% | Added |
| Farmers National Bank | 53,157 | $16.8M | 5.83% | +88+0.2% | Added |
| Adalta Capital Management LLC | 53,148 | $16.8M | 11.44% | +470+0.9% | Added |
| Lake Street Financial LLC | 53,472 | $16.8M | 3.02% | +364+0.7% | Added |
| TCG Advisory Services, LLC | 53,075 | $16.8M | 2.60% | +28,671+117.5% | Added |
| Cornerstone Wealth Group, LLC | 53,074 | $16.8M | 2.97% | +4,621+9.5% | Added |
| Icon Wealth Partners, LLC | 53,018 | $16.7M | 1.90% | −13,702−20.5% | Reduced |
| Heirloom Wealth Management | 52,986 | $16.7M | 7.44% | −1,392−2.6% | Reduced |
| Gifford Fong Associates | 52,925 | $16.7M | 4.00% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 52,788 | $16.7M | 5.36% | −425−0.8% | Reduced |
| Benin Management CORP | 52,778 | $16.7M | 6.18% | −533−1.0% | Reduced |
| Condor Capital Management | 52,646 | $16.6M | 2.04% | +2,066+4.1% | Added |
| Rench Wealth Management, Inc. | 52,496 | $16.6M | 7.62% | −430−0.8% | Reduced |
| Tenere Capital LLC | 52,428 | $16.6M | 6.37% | +23,978+84.3% | Added |
| McGuire Investment Group, LLC | 52,388 | $16.5M | 3.19% | +1,922+3.8% | Added |
| Hendley & Co Inc | 52,381 | $16.5M | 6.66% | −170.0% | Reduced |
| First Interstate Bank | 52,352 | $16.5M | 1.42% | −9,782−15.7% | Reduced |
| Cardinal Capital Management | 52,328 | $16.5M | 3.36% | −66−0.1% | Reduced |
| Capital Investment Counsel, Inc | 52,319 | $16.5M | 3.32% | −455−0.9% | Reduced |
| BRX Global LP | 52,262 | $16.5M | 19.18% | 00.0% | Unchanged |
| Cooper Creek Partners Management LLC | 52,237 | $16.5M | 1.00% | +9,097+21.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 52,212 | $16.5M | 10.58% | −613−1.2% | Reduced |
| Greenwich Wealth Management LLC | 52,208 | $16.5M | 1.74% | −71−0.1% | Reduced |
| L & S Advisors Inc | 52,186 | $16.5M | 2.37% | +33+0.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,150 | $16.5M | 11.88% | −725−1.4% | Reduced |
| Johnson Financial Group, Inc. | 52,004 | $16.4M | 1.14% | +1,265+2.5% | Added |
| Motley Fool Wealth Management, LLC | 51,722 | $16.4M | 0.95% | +1,407+2.8% | Added |
| Jackson Square Capital, LLC | 51,999 | $16.4M | 6.59% | +14,213+37.6% | Added |
| Farley Capital L.P. | 51,972 | $16.4M | 17.70% | −377−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 51,907 | $16.4M | 2.95% | +1,473+2.9% | Added |
| Phraction Management LLC | 51,880 | $16.4M | 7.91% | +62+0.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 51,765 | $16.3M | 5.57% | −627−1.2% | Reduced |
| Bourgeon Capital Management LLC | 51,765 | $16.3M | 3.84% | −1,041−2.0% | Reduced |
| Meridian Wealth Advisors, LLC | 51,741 | $16.3M | 4.08% | +259+0.5% | Added |
| Rowland & Co Investment Counsel | 51,719 | $16.3M | 4.03% | +2,709+5.5% | Added |
| Wayfinding Financial, LLC | 50,667 | $16.3M | 12.33% | −850−1.6% | Reduced |
| Valicenti Advisory Services Inc | 51,407 | $16.2M | 5.54% | +1,051+2.1% | Added |
| Hamilton Wealth, LLC | 51,297 | $16.2M | 5.81% | +825+1.6% | Added |
| RFG Advisory, LLC | 51,245 | $16.2M | 0.72% | +10,540+25.9% | Added |
| Asset Planning Services Inc | 51,100 | $16.1M | 10.59% | −280−0.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 50,964 | $16.1M | 0.12% | −8,005−13.6% | Reduced |
| Confluence Wealth Services, Inc. | 50,933 | $16.1M | 3.17% | +1,037+2.1% | Added |
| Boyd Watterson Asset Management LLC | 50,925 | $16.1M | 7.03% | +485+1.0% | Added |
| Proequities, Inc. | 50,823 | $16.0M | 1.25% | +601+1.2% | Added |
| Comerica Securities,inc. | 50,818 | $16.0M | 1.33% | −9,091−15.2% | Reduced |
| Hartford Financial Management Inc. | 50,802 | $16.0M | 4.10% | −103−0.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 50,761 | $16.0M | 1.03% | −175−0.3% | Reduced |
| Colonial Trust Co | 50,602 | $16.0M | 3.95% | −2,548−4.8% | Reduced |
| HCR Wealth Advisors | 50,484 | $15.9M | 3.49% | −1,437−2.8% | Reduced |
| Berkshire Bank | 50,398 | $15.9M | 4.58% | −103−0.2% | Reduced |
| Delta Financial Group, Inc. | 50,296 | $15.9M | 5.48% | +50,296 | New |
| Wealthsource Partners, LLC | 50,125 | $15.8M | 1.08% | −2,195−4.2% | Reduced |
| Cypress Asset Management Inc | 50,231 | $15.8M | 5.28% | +6,062+13.7% | Added |
| TRUE Private Wealth Advisors | 50,031 | $15.8M | 2.19% | +597+1.2% | Added |
| Archford Capital Strategies, LLC | 50,005 | $15.8M | 3.16% | +734+1.5% | Added |
| RBF Capital, LLC | 50,000 | $15.8M | 1.04% | −5,000−9.1% | Reduced |
| MKP Capital Management, L.L.C. | 50,000 | $15.8M | 1.49% | +50,000 | New |
| Broderick Brian C | 49,947 | $15.8M | 4.35% | +182+0.4% | Added |
| Boyar Asset Management Inc. | 49,946 | $15.8M | 12.38% | −779−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 49,808 | $15.7M | 2.59% | −47,560−48.8% | Reduced |
| Aspiriant, LLC | 49,732 | $15.7M | 0.80% | +1,456+3.0% | Added |
| Turim 21 Investimentos Ltda. | 49,613 | $15.7M | 6.90% | +235+0.5% | Added |
| Bank Hapoalim BM | 49,577 | $15.7M | 2.53% | −4,741−8.7% | Reduced |
| New Millennium Group LLC | 49,552 | $15.6M | 14.30% | +609+1.2% | Added |
| Atlantic Trust, LLC | 49,480 | $15.6M | 5.14% | +2,315+4.9% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 49,456 | $15.6M | 24.82% | +25,288+104.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 49,236 | $15.5M | 1.13% | −1,422−2.8% | Reduced |
| Hoertkorn Richard Charles | 49,165 | $15.5M | 7.77% | −43−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 49,035 | $15.5M | 2.83% | +62+0.1% | Added |
| Family Management Corp | 48,986 | $15.5M | 3.55% | +3,070+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,804 | $15.4M | 1.04% | +424+0.9% | Added |
| Capital City Trust Co | 48,762 | $15.4M | 5.10% | −1,204−2.4% | Reduced |
| Capital Planning Advisors, LLC | 48,575 | $15.3M | 3.20% | −109−0.2% | Reduced |
| Exor Capital LLP | 48,526 | $15.3M | 0.82% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 48,520 | $15.3M | 6.81% | −131−0.3% | Reduced |
| Scott & Selber, Inc. | 48,495 | $15.3M | 6.34% | −174−0.4% | Reduced |
| Stonebridge Capital Management Inc | 48,427 | $15.3M | 8.35% | −3,030−5.9% | Reduced |
| Thames Capital Management LLC | 48,396 | $15.3M | 8.73% | 00.0% | Unchanged |