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 |
|---|---|---|---|---|---|
| Franchise Capital Ltd | 48,393 | $15.3M | 5.47% | −37,822−43.9% | Reduced |
| Koshinski Asset Management, Inc. | 48,391 | $15.3M | 1.76% | +180.0% | Added |
| McCollum Christoferson Group LLC | 48,078 | $15.2M | 4.67% | −1,412−2.9% | Reduced |
| Continuum Advisory, LLC | 48,050 | $15.2M | 2.43% | −1,840−3.7% | Reduced |
| GPM Growth Investors, Inc. | 47,985 | $15.2M | 7.92% | +201+0.4% | Added |
| Crescent Park Management, L.P. | 47,961 | $15.1M | 4.70% | −934−1.9% | Reduced |
| V-Square Quantitative Management LLC | 47,849 | $15.1M | 6.65% | +4,203+9.6% | Added |
| Rehmann Capital Advisory Group | 47,710 | $15.1M | 1.40% | −950−2.0% | Reduced |
| McDonald Partners LLC | 47,585 | $15.0M | 4.89% | +265+0.6% | Added |
| Westbourne Investment Advisors, Inc. | 47,550 | $15.0M | 6.90% | −591−1.2% | Reduced |
| Allred Capital Management, LLC | 47,431 | $15.0M | 7.46% | −2,170−4.4% | Reduced |
| Hedeker Wealth, LLC | 47,424 | $15.0M | 5.20% | +3,237+7.3% | Added |
| Krilogy Financial LLC | 47,310 | $14.9M | 1.37% | −808−1.7% | Reduced |
| Paragon Capital Management LLC | 47,283 | $14.9M | 8.78% | −455−1.0% | Reduced |
| Madrona Financial Services, LLC | 47,260 | $14.9M | 6.81% | +6,486+15.9% | Added |
| Alpine Woods Capital Investors, LLC | 47,224 | $14.9M | 2.40% | +847+1.8% | Added |
| Lakeview Capital Partners, LLC | 47,201 | $14.9M | 2.89% | −2,904−5.8% | Reduced |
| Biondo Investment Advisors, LLC | 47,103 | $14.9M | 2.80% | −302−0.6% | Reduced |
| M Holdings Securities, Inc. | 47,082 | $14.9M | 1.96% | +17,984+61.8% | Added |
| GM Advisory Group, Inc. | 47,020 | $14.8M | 1.21% | −1,051−2.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 45,295 | $14.8M | 1.73% | −1,216−2.6% | Reduced |
| CFM Wealth Partners LLC | 46,880 | $14.8M | 3.88% | +2,062+4.6% | Added |
| Claro Advisors LLC | 46,867 | $14.8M | 3.70% | +1,415+3.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 46,861 | $14.8M | 8.33% | −741−1.6% | Reduced |
| Miller Wealth Advisors, LLC | 46,857 | $14.8M | 10.07% | +1,255+2.8% | Added |
| Stoneridge Investment Partners LLC | 46,826 | $14.8M | 6.98% | −727−1.5% | Reduced |
| Live Oak Private Wealth LLC | 46,800 | $14.8M | 3.15% | +45+0.1% | Added |
| Avantax Planning Partners, Inc. | 46,764 | $14.8M | 0.62% | −4,301−8.4% | Reduced |
| Montecito Bank & Trust | 46,643 | $14.7M | 3.45% | +102+0.2% | Added |
| Roberts Glore & Co Inc | 46,614 | $14.7M | 4.86% | −441−0.9% | Reduced |
| Heron Bay Capital Management | 46,581 | $14.7M | 3.96% | +1,850+4.1% | Added |
| Consolidated Capital Management, LLC | 46,489 | $14.7M | 7.78% | −1,154−2.4% | Reduced |
| Boston Research & Management Inc | 46,429 | $14.7M | 4.33% | −1,501−3.1% | Reduced |
| Forum Financial Management, LP | 46,411 | $14.7M | 0.32% | −530−1.1% | Reduced |
| Governors Lane LP | 46,300 | $14.6M | 2.82% | +46,300 | New |
| Northwest Bancshares, Inc. | 46,273 | $14.6M | 2.80% | −952−2.0% | Reduced |
| Asset Dedication, LLC | 46,137 | $14.6M | 1.24% | +787+1.7% | Added |
| Morse Asset Management, Inc | 46,154 | $14.6M | 4.61% | −258−0.6% | Reduced |
| Jacobi Capital Management LLC | 46,092 | $14.6M | 1.65% | +2,224+5.1% | Added |
| SageView Advisory Group, LLC | 46,045 | $14.5M | 0.83% | +596+1.3% | Added |
| Oakworth Capital, Inc. | 45,936 | $14.5M | 1.32% | −398−0.9% | Reduced |
| Keystone Financial Group | 45,930 | $14.5M | 2.43% | +1,518+3.4% | Added |
| Lawson Kroeker Investment Management Inc | 45,921 | $14.5M | 3.20% | −105−0.2% | Reduced |
| Baugh & Associates, LLC | 45,912 | $14.5M | 9.07% | +406+0.9% | Added |
| Rothschild Capital Partners, LLC | 45,873 | $14.5M | 5.67% | 00.0% | Unchanged |
| RMR Wealth Builders | 45,839 | $14.5M | 2.31% | +3,568+8.4% | Added |
| Jump Financial, LLC | 45,720 | $14.4M | 0.54% | +44,699+4,378.0% | Added |
| Benedict Financial Advisors Inc | 45,624 | $14.4M | 4.16% | −1,237−2.6% | Reduced |
| Cooper Financial Group | 45,504 | $14.4M | 3.45% | +1,352+3.1% | Added |
| Red Door Wealth Management, LLC | 45,450 | $14.4M | 3.59% | −4,245−8.5% | Reduced |
| Sage Mountain Advisors LLC | 45,448 | $14.4M | 1.97% | +2,216+5.1% | Added |
| Barometer Capital Management Inc. | 45,120 | $14.2M | 4.49% | +465+1.0% | Added |
| 9258 Wealth Management, LLC | 45,026 | $14.2M | 2.76% | −179−0.4% | Reduced |
| Parus Finance (UK) Ltd | 45,002 | $14.2M | 8.85% | −51,288−53.3% | Reduced |
| Alight Capital Management LP | 45,000 | $14.2M | 7.59% | −25,000−35.7% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $14.2M | 11.34% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 44,938 | $14.2M | 2.29% | +2,370+5.6% | Added |
| Patten Group, Inc. | 44,928 | $14.2M | 4.24% | −801−1.8% | Reduced |
| Financial Partners Group, Inc | 39,322 | $14.2M | 2.92% | +1,252+3.3% | Added |
| Wills Financial Group, Inc. | 44,871 | $14.2M | 7.67% | +128+0.3% | Added |
| Rodgers Brothers Inc. | 44,866 | $14.2M | 2.42% | +377+0.8% | Added |
| First National Bank & Trust Co of Newtown | 44,790 | $14.1M | 3.23% | −3,017−6.3% | Reduced |
| Central Bank & Trust Co | 44,741 | $14.1M | 2.46% | −539−1.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 44,717 | $14.1M | 3.04% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 44,707 | $14.1M | 2.80% | −1,839−4.0% | Reduced |
| Old Point Trust & Financial Services N A | 44,654 | $14.1M | 6.37% | −1,538−3.3% | Reduced |
| Isthmus Partners, LLC | 44,584 | $14.1M | 2.03% | −418−0.9% | Reduced |
| Change Path, LLC | 44,536 | $14.1M | 1.01% | −29,170−39.6% | Reduced |
| Duncker Streett & Co Inc | 44,531 | $14.1M | 3.27% | −206−0.5% | Reduced |
| Brady Family Wealth, LLC | 44,504 | $14.1M | 5.43% | −140.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 44,342 | $14.0M | 15.14% | +13,806+45.2% | Added |
| Iowa State Bank | 44,474 | $14.0M | 3.64% | −1,524−3.3% | Reduced |
| Aspire Capital Advisors LLC | 44,470 | $14.0M | 6.39% | +1,619+3.8% | Added |
| PFG Investments, LLC | 44,433 | $14.0M | 2.63% | +5,397+13.8% | Added |
| Lattice Capital Management, LLC | 44,408 | $14.0M | 16.97% | +27,700+165.8% | Added |
| Winch Advisory Services, LLC | 44,257 | $14.0M | 5.13% | −1,102−2.4% | Reduced |
| Legacy Trust | 44,249 | $14.0M | 4.06% | −67−0.2% | Reduced |
| Northwest Capital Management Inc | 44,240 | $14.0M | 5.40% | −2,284−4.9% | Reduced |
| Security National Bank | 44,520 | $14.0M | 3.92% | −862−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 44,200 | $14.0M | 4.15% | −29,414−40.0% | Reduced |
| Sendero Wealth Management, LLC | 44,181 | $14.0M | 2.99% | +1,607+3.8% | Added |
| Texas Yale Capital Corp. | 44,178 | $13.9M | 0.63% | −737−1.6% | Reduced |
| Eudaimonia Partners, LLC | 44,164 | $13.9M | 3.38% | −114−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 44,025 | $13.9M | 4.01% | −965−2.1% | Reduced |
| Mayflower Financial Advisors, LLC | 43,965 | $13.9M | 2.08% | −227−0.5% | Reduced |
| Romano Brothers and Company | 43,919 | $13.9M | 2.16% | −130.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,917 | $13.9M | 4.06% | −365−0.8% | Reduced |
| West Branch Capital LLC | 43,891 | $13.9M | 7.27% | −341−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 43,848 | $13.8M | 1.47% | +683+1.6% | Added |
| Wealth Alliance | 43,834 | $13.8M | 2.18% | −1,760−3.9% | Reduced |
| Solidarilty Wealth, LLC | 43,709 | $13.8M | 5.00% | +4,079+10.3% | Added |
| JCIC Asset Management Inc. | 43,610 | $13.8M | 6.97% | −1,248−2.8% | Reduced |
| Hollencrest Capital Management | 43,609 | $13.8M | 1.56% | +139+0.3% | Added |
| Morton Capital Management LLC | 43,551 | $13.8M | 4.87% | −690−1.6% | Reduced |
| Wall Street Access Asset Management, LLC | 43,511 | $13.7M | 7.04% | −1,890−4.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 43,434 | $13.7M | 2.26% | +59+0.1% | Added |
| Quantum Private Wealth, LLC | 43,388 | $13.7M | 6.56% | +612+1.4% | Added |
| Little House Capital LLC | 43,381 | $13.7M | 5.63% | +2,368+5.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 43,356 | $13.7M | 3.77% | +21,356+97.1% | Added |
| McKinley Carter Wealth Services, Inc. | 43,352 | $13.7M | 1.09% | +381+0.9% | Added |