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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 37,976 | $12.0M | 1.38% | −68−0.2% | Reduced |
| Nicholas Investment Partners, LP | 37,858 | $12.0M | 0.89% | +164+0.4% | Added |
| First National Advisers, LLC | 37,847 | $12.0M | 5.34% | +17,202+83.3% | Added |
| Selway Asset Management | 37,839 | $11.9M | 5.50% | −895−2.3% | Reduced |
| PDS Planning, Inc | 37,796 | $11.9M | 1.54% | +355+0.9% | Added |
| Aries Wealth Management | 35,822 | $11.9M | 4.66% | +1,002+2.9% | Added |
| Vishria Bird Financial Group, LLC | 37,737 | $11.9M | 6.75% | −25−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 37,722 | $11.9M | 8.36% | −31−0.1% | Reduced |
| Hall Capital Management Co Inc | 37,633 | $11.9M | 7.62% | −6,231−14.2% | Reduced |
| Mirova | 37,594 | $11.9M | 2.39% | −8,509−18.5% | Reduced |
| Platform Technology Partners | 37,566 | $11.9M | 5.55% | +529+1.4% | Added |
| Tikehau Investment Management | 37,566 | $11.9M | 9.65% | −4,641−11.0% | Reduced |
| Nilsine Partners, LLC | 37,561 | $11.9M | 1.79% | +1,820+5.1% | Added |
| Financial Network Wealth Management LLC | 36,745 | $11.8M | 5.77% | −10.0% | Reduced |
| Providence Capital Advisors, LLC | 37,412 | $11.8M | 3.09% | −88−0.2% | Reduced |
| Belmont Capital, LLC | 37,401 | $11.8M | 6.38% | −2,754−6.9% | Reduced |
| Symphony Financial, Ltd. Co. | 36,639 | $11.8M | 2.90% | +1,916+5.5% | Added |
| Pure Financial Advisors, Inc. | 37,289 | $11.8M | 0.48% | +3,659+10.9% | Added |
| Paradigm Financial Partners, LLC | 37,557 | $11.8M | 3.24% | +80+0.2% | Added |
| McGinn Investment Management, Inc. | 37,268 | $11.8M | 9.26% | −1,927−4.9% | Reduced |
| Seven Eight Capital, LP | 37,260 | $11.8M | 1.38% | +15,879+74.3% | Added |
| Mount Yale Investment Advisors, LLC | 37,189 | $11.7M | 1.28% | +452+1.2% | Added |
| Pegasus Asset Management, Inc. | 37,179 | $11.7M | 5.46% | +64+0.2% | Added |
| Golden State Equity Partners | 37,146 | $11.7M | 3.27% | +497+1.4% | Added |
| United Capital Management of KS, Inc. | 37,138 | $11.7M | 3.99% | −162−0.4% | Reduced |
| Nordwand Advisors, LLC | 37,101 | $11.7M | 2.32% | −5,115−12.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,994 | $11.7M | 0.85% | −94,759−71.9% | Reduced |
| FinTrust Capital Advisors, LLC | 36,992 | $11.7M | 2.60% | −535−1.4% | Reduced |
| Armstrong Shaw Associates Inc | 36,960 | $11.7M | 12.26% | 00.0% | Unchanged |
| Graphene Investments SAS | 36,900 | $11.7M | 8.17% | +3,000+8.8% | Added |
| Stanley-Laman Group, Ltd. | 36,798 | $11.6M | 1.98% | −918−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 36,788 | $11.6M | 0.31% | +24,221+192.7% | Added |
| Caas Capital Management LP | 36,776 | $11.6M | 2.58% | +36,776 | New |
| Brown Miller Wealth Management, LLC | 36,690 | $11.6M | 6.47% | +381+1.0% | Added |
| Connecticut Wealth Management, LLC | 36,642 | $11.6M | 0.79% | +11,867+47.9% | Added |
| Kesler, Norman & Wride, LLC | 36,577 | $11.5M | 2.90% | −1,158−3.1% | Reduced |
| Essex Investment Management Co LLC | 36,538 | $11.5M | 1.88% | −1,995−5.2% | Reduced |
| Maytus Capital Management, LLC | 36,500 | $11.5M | 6.42% | +10,500+40.4% | Added |
| Farther Finance Advisors, LLC | 36,485 | $11.5M | 1.81% | +13,335+57.6% | Added |
| Glassy Mountain Advisors, Inc. | 35,657 | $11.5M | 5.47% | −813−2.2% | Reduced |
| Great Diamond Partners, LLC | 36,305 | $11.5M | 3.10% | +1,991+5.8% | Added |
| First Personal Financial Services | 36,214 | $11.4M | 2.97% | −601−1.6% | Reduced |
| Abbot Financial Management, Inc. | 36,134 | $11.4M | 7.67% | −685−1.9% | Reduced |
| Bedel Financial Consulting, Inc. | 36,113 | $11.4M | 2.31% | +1,050+3.0% | Added |
| Bedel Financial Consulting Inc | 36,113 | $11.4M | 2.31% | +36,113 | New |
| Bulltick Wealth Management, LLC | 36,088 | $11.4M | 2.84% | −1,811−4.8% | Reduced |
| Cohen Lawrence B | 36,061 | $11.4M | 7.68% | −58−0.2% | Reduced |
| Consilio Wealth Advisors, LLC | 36,319 | $11.4M | 6.62% | +2,610+7.7% | Added |
| Symmetry Investments LP | 36,050 | $11.4M | 3.31% | +22,291+162.0% | Added |
| Argonautica Private Wealth Management, Inc | 36,004 | $11.4M | 5.11% | +20+0.1% | Added |
| Arden Trust Co | 35,938 | $11.3M | 1.89% | +10.0% | Added |
| Timber Creek Capital Management LLC | 35,924 | $11.3M | 4.10% | −380−1.0% | Reduced |
| Consolidated Press International Holdings Ltd | 35,860 | $11.3M | 3.11% | 00.0% | Unchanged |
| NBW Capital LLC | 35,808 | $11.3M | 2.77% | −230−0.6% | Reduced |
| Ravenstone Capital Management Inc. | 35,769 | $11.3M | 9.37% | −920−2.5% | Reduced |
| Manchester Capital Management LLC | 35,768 | $11.3M | 1.68% | +575+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,656 | $11.3M | 0.72% | +114+0.3% | Added |
| Carlson Capital Management | 35,640 | $11.3M | 0.67% | +759+2.2% | Added |
| Centaurus Financial, Inc. | 35,632 | $11.3M | 0.98% | +826+2.4% | Added |
| Eagle Rock Investment Company, LLC | 35,484 | $11.2M | 2.53% | −1,338−3.6% | Reduced |
| Buckhead Capital Management LLC | 35,380 | $11.2M | 4.64% | −27,639−43.9% | Reduced |
| IPG Investment Advisors LLC | 35,347 | $11.2M | 2.46% | +1,101+3.2% | Added |
| Financial Advisory Service, Inc. | 35,346 | $11.2M | 1.19% | +1,110+3.2% | Added |
| Guardian Wealth Advisors, LLC | 35,320 | $11.2M | 1.90% | −1,616−4.4% | Reduced |
| Trustmark National Bank Trust Department | 35,206 | $11.1M | 1.09% | −1,038−2.9% | Reduced |
| John G Ullman & Associates Inc | 35,078 | $11.1M | 1.81% | −173−0.5% | Reduced |
| LGT Fund Management Co Ltd. | 34,410 | $11.1M | 5.38% | −4,280−11.1% | Reduced |
| Lafayette Investments, Inc. | 35,056 | $11.1M | 3.02% | +391+1.1% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $11.1M | 5.13% | −5,000−12.5% | Reduced |
| Union Heritage Capital, LLC | 35,000 | $11.1M | 6.27% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 34,988 | $11.0M | 6.14% | −111−0.3% | Reduced |
| Parkside Financial Bank & Trust | 34,867 | $11.0M | 2.55% | −914−2.6% | Reduced |
| C Partners Holding GmbH | 34,847 | $11.0M | 3.04% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 34,789 | $11.0M | 4.53% | −605−1.7% | Reduced |
| First Bank & Trust | 34,781 | $11.0M | 2.88% | +22+0.1% | Added |
| Shorepoint Capital Partners LLC | 34,774 | $11.0M | 3.22% | −1,741−4.8% | Reduced |
| Stokes Capital Advisors, LLC | 34,724 | $11.0M | 3.83% | +685+2.0% | Added |
| Cramer Rosenthal McGlynn LLC | 34,645 | $10.9M | 0.61% | −3,075−8.2% | Reduced |
| Advanced Asset Management Advisors Inc | 34,607 | $10.9M | 2.62% | +10.0% | Added |
| Citizens National Bank Trust Department | 34,556 | $10.9M | 2.99% | −470−1.3% | Reduced |
| Elevatus Welath Management | 34,548 | $10.9M | 9.86% | +21,690+168.7% | Added |
| Lloyd Advisory Services, LLC. | 34,466 | $10.9M | 3.60% | +34,466 | New |
| Norden Group LLC | 34,466 | $10.9M | 3.60% | +34,466 | New |
| Sphera Funds Management Ltd. | 34,442 | $10.9M | 2.61% | +130+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 46,625 | $10.9M | 3.86% | +404+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 34,389 | $10.9M | 3.83% | −514−1.5% | Reduced |
| Westover Capital Advisors, LLC | 34,380 | $10.9M | 3.93% | −290−0.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 34,375 | $10.9M | 3.21% | −79−0.2% | Reduced |
| Davidson Trust Co | 34,357 | $10.8M | 8.05% | +753+2.2% | Added |
| Warther Private Wealth, LLC | 34,279 | $10.8M | 7.19% | −922−2.6% | Reduced |
| Shepherd Financial Partners LLC | 34,258 | $10.8M | 1.70% | +1,030+3.1% | Added |
| Laidlaw Wealth Management LLC | 34,232 | $10.8M | 3.57% | −24,602−41.8% | Reduced |
| Sandbox Financial Partners, LLC | 34,227 | $10.8M | 5.71% | +397+1.2% | Added |
| Laffer Tengler Investments | 34,220 | $10.8M | 3.18% | +5,685+19.9% | Added |
| Tiedemann Advisors, LLC | 34,082 | $10.8M | 0.46% | −658−1.9% | Reduced |
| Taika Capital, LP | 34,060 | $10.8M | 5.29% | +30,860+964.4% | Added |
| Fifth Third Wealth Advisors LLC | 34,013 | $10.7M | 4.34% | +9,480+38.6% | Added |
| Bluegrass Capital Partners LP | 34,000 | $10.7M | 13.03% | −6,000−15.0% | Reduced |
| Jackson Hill Advisors, LLC | 34,000 | $10.7M | 7.69% | −2,250−6.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 33,937 | $10.7M | 9.04% | −40−0.1% | Reduced |