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 |
|---|---|---|---|---|---|
| Legacy Wealth Management, LLC | 43,237 | $13.7M | 7.10% | −412−0.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 43,490 | $13.6M | 0.85% | +383+0.9% | Added |
| Sentry Investment Management LLC | 43,142 | $13.6M | 6.53% | −3,371−7.2% | Reduced |
| Duff & Phelps Investment Management Co | 43,066 | $13.6M | 0.18% | +1,942+4.7% | Added |
| Ascent Wealth Partners, LLC | 42,972 | $13.6M | 2.50% | −621−1.4% | Reduced |
| Physicians Financial Services, Inc. | 42,954 | $13.6M | 5.55% | +149+0.3% | Added |
| Litman Gregory Asset Management LLC | 42,928 | $13.6M | 1.40% | +42,164+5,518.8% | Added |
| Heathbridge Capital Management Ltd. | 42,905 | $13.5M | 6.20% | −925−2.1% | Reduced |
| Marcum Wealth, LLC | 42,867 | $13.5M | 1.63% | +4,501+11.7% | Added |
| Capital Investment Advisory Services, LLC | 42,853 | $13.5M | 1.34% | −460−1.1% | Reduced |
| Nkcfo LLC | 42,850 | $13.5M | 7.51% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 42,831 | $13.5M | 1.34% | −48−0.1% | Reduced |
| Shikiar Asset Management Inc | 42,816 | $13.5M | 4.70% | −321−0.7% | Reduced |
| SeaBridge Investment Advisors LLC | 42,723 | $13.5M | 4.45% | +1,844+4.5% | Added |
| Lincoln Capital LLC | 42,702 | $13.5M | 3.54% | +155+0.4% | Added |
| Prelude Capital Management, LLC | 42,633 | $13.5M | 1.22% | +20,233+90.3% | Added |
| Horan Capital Advisors, LLC. | 42,612 | $13.5M | 5.41% | +694+1.7% | Added |
| Keebeck Wealth Management, LLC | 42,517 | $13.4M | 2.34% | +274+0.6% | Added |
| Decatur Capital Management, Inc. | 42,512 | $13.4M | 9.69% | 00.0% | Unchanged |
| Harbor Island Capital LLC | 42,351 | $13.4M | 7.73% | −1,648−3.7% | Reduced |
| SOA Wealth Advisors, LLC. | 42,200 | $13.3M | 3.31% | −274−0.6% | Reduced |
| Silverlake Wealth Management LLC | 42,107 | $13.3M | 7.46% | +1,156+2.8% | Added |
| Partners Capital Investment Group, LLP | 42,058 | $13.3M | 0.32% | +6,788+19.2% | Added |
| Eisler Capital (US) LLC | 41,968 | $13.3M | 4.88% | +41,968 | New |
| Keel Point, LLC | 41,909 | $13.2M | 1.81% | −340−0.8% | Reduced |
| Canal Capital Management, LLC | 41,826 | $13.2M | 2.69% | −1,460−3.4% | Reduced |
| Stansberry Asset Management, LLC | 41,799 | $13.2M | 2.31% | +3,614+9.5% | Added |
| Old Second National Bank of Aurora | 41,730 | $13.2M | 4.01% | −1,103−2.6% | Reduced |
| Humankind Investments LLC | 41,695 | $13.2M | 5.48% | −47−0.1% | Reduced |
| New England Asset Management Inc | 41,535 | $13.1M | 2.15% | −3,431−7.6% | Reduced |
| Sage Capital Advisors,llc | 41,506 | $13.1M | 4.81% | −422−1.0% | Reduced |
| Ervin Investment Management, LLC | 41,484 | $13.1M | 10.98% | −1,308−3.1% | Reduced |
| Mattern Capital Management, LLC | 41,474 | $13.1M | 2.12% | +1,681+4.2% | Added |
| Torray LLC | 41,406 | $13.1M | 2.31% | −1,117−2.6% | Reduced |
| CRA Financial Services, LLC | 41,254 | $13.0M | 3.59% | +97+0.2% | Added |
| Sargent Investment Group, LLC | 41,226 | $13.0M | 3.14% | +4,317+11.7% | Added |
| Royal Fund Management, LLC | 41,187 | $13.0M | 1.86% | −190.0% | Reduced |
| Hanson & Doremus Investment Management | 41,158 | $13.0M | 2.68% | −448−1.1% | Reduced |
| Chapin Davis, Inc. | 41,080 | $13.0M | 6.20% | +1,668+4.2% | Added |
| Portland Global Advisors LLC | 41,062 | $13.0M | 2.17% | −564−1.4% | Reduced |
| Jupiter Wealth Management LLC | 35,023 | $12.9M | 8.39% | +1,769+5.3% | Added |
| Bonness Enterprises Inc | 40,900 | $12.9M | 5.92% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 40,743 | $12.9M | 6.97% | +16,286+66.6% | Added |
| American Trust | 40,710 | $12.9M | 1.00% | −4,270−9.5% | Reduced |
| Avestar Capital, LLC | 40,708 | $12.9M | 1.96% | +2,306+6.0% | Added |
| Udine Wealth Management, Inc. | 40,643 | $12.8M | 12.41% | +2,469+6.5% | Added |
| Trinity Street Asset Management LLP | 40,633 | $12.8M | 1.65% | +1,112+2.8% | Added |
| CIC Wealth, LLC | 40,618 | $12.8M | 4.60% | −770−1.9% | Reduced |
| Tranquility Partners, LLC | 40,570 | $12.8M | 5.49% | +1,718+4.4% | Added |
| Portside Wealth Group, LLC | 40,556 | $12.8M | 2.41% | +903+2.3% | Added |
| Coastal Investment Advisors, Inc. | 37,591 | $12.8M | 2.94% | +33+0.1% | Added |
| Alphadyne Asset Management LP | 40,490 | $12.8M | 6.17% | +28,306+232.3% | Added |
| SS&H Financial Advisors, Inc. | 40,477 | $12.8M | 5.98% | +40,477 | New |
| Benjamin Edwards Inc | 40,458 | $12.8M | 3.02% | +1,058+2.7% | Added |
| CFO4Life Group, LLC | 40,455 | $12.8M | 2.95% | −128−0.3% | Reduced |
| David Loasby | 39,717 | $12.7M | 1.40% | +2,769+7.5% | Added |
| Argyle Capital Management Inc. | 40,112 | $12.7M | 4.64% | −666−1.6% | Reduced |
| Codex Capital, L.L.C. | 40,000 | $12.6M | 8.15% | −2,400−5.7% | Reduced |
| Altfest L J & Co Inc | 39,999 | $12.6M | 1.99% | +1,133+2.9% | Added |
| MYDA Advisors LLC | 40,000 | $12.6M | 4.73% | +12,000+42.9% | Added |
| Roberts Wealth Advisors, LLC | 37,924 | $12.6M | 5.55% | +228+0.6% | Added |
| Somerset Trust Co | 39,932 | $12.6M | 5.75% | −2,466−5.8% | Reduced |
| Grandview Asset Management LLC | 39,912 | $12.6M | 7.23% | +39,912 | New |
| Next Century Growth Investors LLC | 39,872 | $12.6M | 1.37% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 39,871 | $12.6M | 0.67% | −234−0.6% | Reduced |
| Harrell Investment Partners, LLC | 39,041 | $12.6M | 4.28% | −4,764−10.9% | Reduced |
| TLW Wealth Management, LLC | 39,734 | $12.5M | 9.53% | −317−0.8% | Reduced |
| Simon Quick Advisors, LLC | 39,732 | $12.5M | 1.18% | +4,110+11.5% | Added |
| Whitener Capital Management, Inc. | 39,687 | $12.5M | 5.02% | −39−0.1% | Reduced |
| Inlet Private Wealth, LLC | 39,676 | $12.5M | 4.12% | −1,958−4.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 39,652 | $12.5M | 8.94% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 39,628 | $12.5M | 3.81% | −1,890−4.6% | Reduced |
| Traynor Capital Management, Inc. | 39,602 | $12.5M | 1.67% | +245+0.6% | Added |
| Brave Asset Management Inc | 39,532 | $12.5M | 3.81% | −334−0.8% | Reduced |
| Birinyi Associates Inc | 39,495 | $12.5M | 4.98% | +1,325+3.5% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 39,493 | $12.5M | 14.12% | +740+1.9% | Added |
| Concentric Capital Strategies, LP | 39,277 | $12.4M | 1.39% | +16,308+71.0% | Added |
| Financial Engines Advisors L.L.C. | 39,223 | $12.4M | 0.03% | +3,318+9.2% | Added |
| IFG Advisory, LLC | 39,205 | $12.4M | 1.04% | +3,675+10.3% | Added |
| Bill Few Associates, Inc. | 39,065 | $12.3M | 6.45% | +898+2.4% | Added |
| Marshall & Sullivan Inc | 39,004 | $12.3M | 7.18% | −643−1.6% | Reduced |
| Greystone Financial Group, LLC | 38,993 | $12.3M | 3.07% | −3,512−8.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,929 | $12.3M | 4.79% | −80−0.2% | Reduced |
| WBH Advisory Inc | 38,867 | $12.3M | 1.51% | −50.0% | Reduced |
| Sunbelt Securities, Inc. | 38,843 | $12.3M | 1.70% | −986−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 38,774 | $12.2M | 3.61% | +688+1.8% | Added |
| NVWM, LLC | 38,739 | $12.2M | 4.00% | +994+2.6% | Added |
| Beach Investment Counsel Inc | 38,735 | $12.2M | 1.53% | +1,199+3.2% | Added |
| Potrero Capital Research LLC | 38,694 | $12.2M | 8.10% | 00.0% | Unchanged |
| Kidder Stephen W | 38,678 | $12.2M | 4.24% | −279−0.7% | Reduced |
| Puzo Michael J | 38,535 | $12.2M | 4.13% | −317−0.8% | Reduced |
| Pensionfund Sabic | 38,390 | $12.1M | 4.26% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 38,380 | $12.1M | 1.50% | +2,035+5.6% | Added |
| M. Kulyk & Associates, LLC | 38,325 | $12.1M | 3.36% | +794+2.1% | Added |
| Goldstream Capital Management Ltd | 38,289 | $12.1M | 9.75% | −11,959−23.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 38,288 | $12.1M | 0.14% | −720−1.8% | Reduced |
| Cadinha & Co LLC | 38,256 | $12.1M | 2.67% | −38,730−50.3% | Reduced |
| Baldwin Investment Management, LLC | 38,244 | $12.1M | 2.02% | +372+1.0% | Added |
| Kavar Capital Partners Group, LLC | 38,095 | $12.0M | 2.61% | +251+0.7% | Added |
| Searle & Co. | 38,041 | $12.0M | 4.09% | −58−0.2% | Reduced |