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
- 2,206 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 |
|---|---|---|---|---|---|
| In-Depth Partners, LLC | 33,930 | $10.7M | 10.11% | +3,897+13.0% | Added |
| Westmount Partners, LLC | 33,909 | $10.7M | 4.72% | −202−0.6% | Reduced |
| Alpha Family Trust | 33,900 | $10.7M | 8.15% | −1,925−5.4% | Reduced |
| Builder Investment Group Inc | 33,894 | $10.7M | 4.20% | +63+0.2% | Added |
| Great Lakes Retirement, Inc. | 33,847 | $10.7M | 1.93% | +883+2.7% | Added |
| Manhattan West Asset Management, LLC | 32,422 | $10.7M | 3.29% | +2,557+8.6% | Added |
| Geller Advisors LLC | 33,794 | $10.7M | 1.24% | −3,550−9.5% | Reduced |
| Formidable Asset Management, LLC | 33,750 | $10.7M | 2.36% | −434−1.3% | Reduced |
| Northside Capital Management, LLC | 33,738 | $10.7M | 2.46% | +1,005+3.1% | Added |
| Harbour Capital Advisors, LLC | 33,655 | $10.6M | 3.19% | +140+0.4% | Added |
| Connable Office Inc | 33,634 | $10.6M | 1.46% | −6,010−15.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33,546 | $10.6M | 2.55% | +2,456+7.9% | Added |
| TCI Wealth Advisors, Inc. | 33,543 | $10.6M | 1.35% | +1,073+3.3% | Added |
| Old Port Advisors | 33,537 | $10.6M | 3.84% | +33,537 | New |
| Citizens & Northern Corp | 33,470 | $10.6M | 4.24% | −154−0.5% | Reduced |
| XXEC, Inc. | 33,459 | $10.6M | 8.91% | −1,230−3.5% | Reduced |
| Inscription Capital, LLC | 33,439 | $10.6M | 3.44% | −1,319−3.8% | Reduced |
| Zullo Investment Group, Inc. | 33,427 | $10.6M | 6.18% | +822+2.5% | Added |
| Dudley Capital Management, LLC | 33,363 | $10.5M | 7.39% | −100.0% | Reduced |
| Uncommon Cents Investing LLC | 33,333 | $10.5M | 3.86% | −345−1.0% | Reduced |
| Univest Financial Corp | 33,318 | $10.5M | 3.51% | −4,096−10.9% | Reduced |
| Evexia Wealth LLC | 30,828 | $10.5M | 5.32% | −1,480−4.6% | Reduced |
| Carolinas Wealth Consulting LLC | 107,150 | $10.5M | 2.62% | −1,710−1.6% | Reduced |
| Ratan Capital Management LP | 33,250 | $10.5M | 7.95% | +26,000+358.6% | Added |
| Redwood Investment Management, LLC | 33,226 | $10.5M | 0.92% | +16,759+101.8% | Added |
| AIMZ Investment Advisors, LLC | 33,216 | $10.5M | 4.66% | −303−0.9% | Reduced |
| Hirtle Callaghan & Co LLC | 33,215 | $10.5M | 0.52% | +152+0.5% | Added |
| Carderock Capital Management Inc | 33,187 | $10.5M | 3.52% | −368−1.1% | Reduced |
| Stony Point Wealth Management Inc. | 31,731 | $10.5M | 5.45% | −1,406−4.2% | Reduced |
| Chesapeake Wealth Management | 33,130 | $10.5M | 4.36% | −822−2.4% | Reduced |
| Financial Perspectives, Inc | 33,093 | $10.4M | 4.78% | +33+0.1% | Added |
| Trust Co of Oklahoma | 33,085 | $10.4M | 4.16% | +149+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 33,056 | $10.4M | 3.53% | −25−0.1% | Reduced |
| Hillman Capital Management, Inc. | 33,052 | $10.4M | 4.02% | −1,920−5.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 32,912 | $10.4M | 1.31% | −9,080−21.6% | Reduced |
| Brick & Kyle, Associates | 32,820 | $10.4M | 5.50% | +336+1.0% | Added |
| Gryphon Financial Partners LLC | 32,815 | $10.4M | 2.47% | −1,759−5.1% | Reduced |
| Telos Capital Management, Inc. | 32,796 | $10.4M | 1.44% | +416+1.3% | Added |
| Buttonwood Financial Advisors Inc. | 32,752 | $10.3M | 6.55% | −123−0.4% | Reduced |
| Chronos Wealth Management, LLC | 32,732 | $10.3M | 7.23% | −30−0.1% | Reduced |
| Bremer Bank National Association | 32,710 | $10.3M | 2.04% | +153+0.5% | Added |
| Carroll Investors, Inc | 32,691 | $10.3M | 9.15% | +217+0.7% | Added |
| Strategic Wealth Designers | 32,670 | $10.3M | 1.87% | +3,253+11.1% | Added |
| Artemis Wealth Advisors, LLC | 32,556 | $10.3M | 1.92% | 00.0% | Unchanged |
| Strategic Investment Advisors | 32,547 | $10.3M | 1.69% | −107−0.3% | Reduced |
| General Pension Society PZU Joint Stock Co | 32,500 | $10.3M | 3.66% | +32,500 | New |
| MCF Advisors LLC | 32,483 | $10.3M | 0.93% | +1,557+5.0% | Added |
| Columbia Trust Co 01012016 | 32,482 | $10.3M | 5.95% | +521+1.6% | Added |
| Affinity Wealth Management LLC | 32,456 | $10.2M | 2.36% | +148+0.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 32,449 | $10.2M | 3.07% | +722+2.3% | Added |
| White Pine Capital LLC | 32,413 | $10.2M | 4.11% | −524−1.6% | Reduced |
| Concentric Wealth Management, LLC | 32,410 | $10.2M | 3.38% | −235−0.7% | Reduced |
| Orca Investment Management, LLC | 32,402 | $10.2M | 11.36% | −1,693−5.0% | Reduced |
| Chapman Investment Management, LLC | 32,303 | $10.2M | 8.63% | +1,046+3.3% | Added |
| First Washington CORP | 32,301 | $10.2M | 4.12% | −1,633−4.8% | Reduced |
| Fairfield, Bush & Co. | 32,213 | $10.2M | 6.65% | −34,698−51.9% | Reduced |
| Advisor OS, LLC | 32,206 | $10.2M | 1.52% | +2,032+6.7% | Added |
| Cornerstone Advisory, LLC | 32,144 | $10.1M | 1.78% | +583+1.8% | Added |
| White Pine Investment CO | 32,139 | $10.1M | 3.57% | +70.0% | Added |
| Bank of New Hampshire | 32,100 | $10.1M | 3.04% | −441−1.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,021 | $10.1M | 4.96% | −85−0.3% | Reduced |
| Connolly Sarah T. | 31,963 | $10.1M | 6.66% | −3,965−11.0% | Reduced |
| Advocate Group LLC | 31,941 | $10.1M | 2.34% | −529−1.6% | Reduced |
| Quent Capital, LLC | 31,908 | $10.1M | 1.57% | +2,345+7.9% | Added |
| TFG Advisers LLC | 31,879 | $10.1M | 4.73% | +48+0.2% | Added |
| Citizens Business Bank | 31,817 | $10.0M | 2.36% | −2,234−6.6% | Reduced |
| Pegasus Partners Ltd. | 31,802 | $10.0M | 1.41% | +611+2.0% | Added |
| Boit C F David | 31,204 | $10.0M | 6.87% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 31,726 | $10.0M | 1.41% | +12,813+67.7% | Added |
| Nicolet Bankshares Inc | 31,698 | $10.0M | 3.07% | −8,298−20.7% | Reduced |
| Bray Capital Advisors | 31,653 | $9.99M | 3.04% | +88+0.3% | Added |
| Oarsman Capital, Inc. | 31,620 | $9.98M | 4.17% | +160+0.5% | Added |
| Castle Rock Wealth Management, LLC | 30,685 | $9.98M | 3.35% | +8,482+38.2% | Added |
| Tiemann Investment Advisors, LLC | 31,581 | $9.97M | 5.33% | −530−1.7% | Reduced |
| Delta Financial Advisors LLC | 31,579 | $9.97M | 4.50% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 31,514 | $9.96M | 5.01% | +29+0.1% | Added |
| Strait & Sound Wealth Management LLC | 31,522 | $9.95M | 8.54% | +1,026+3.4% | Added |
| Front Row Advisors LLC | 31,503 | $9.95M | 4.58% | −334−1.0% | Reduced |
| Plancorp, LLC | 31,497 | $9.95M | 0.53% | +692+2.2% | Added |
| Northstar Asset Management LLC | 31,466 | $9.94M | 2.86% | +725+2.4% | Added |
| Gibraltar Capital Management, Inc. | 31,414 | $9.92M | 4.40% | +881+2.9% | Added |
| JB Capital LLC | 31,397 | $9.91M | 0.84% | −7,948−20.2% | Reduced |
| Journey Strategic Wealth LLC | 31,386 | $9.91M | 0.47% | +1,054+3.5% | Added |
| Wealth Advisors, Inc. | 31,378 | $9.91M | 4.44% | +19+0.1% | Added |
| WealthTrust Axiom LLC | 31,272 | $9.87M | 3.55% | −470−1.5% | Reduced |
| Long Walk Management LP | 31,250 | $9.87M | 7.29% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 31,228 | $9.86M | 4.11% | +917+3.0% | Added |
| Muhlenkamp & Co Inc | 31,228 | $9.86M | 3.40% | +336+1.1% | Added |
| Gardner Lewis Asset Management L P | 31,227 | $9.86M | 3.60% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 31,142 | $9.83M | 1.49% | −120.0% | Reduced |
| Tradition Wealth Management, LLC | 31,126 | $9.83M | 1.17% | −570−1.8% | Reduced |
| Notis-McConarty Edward | 31,069 | $9.81M | 4.00% | −389−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 30,955 | $9.77M | 2.22% | −2,157−6.5% | Reduced |
| Center for Financial Planning, Inc. | 30,948 | $9.77M | 2.11% | +512+1.7% | Added |
| Benson Investment Management Company, Inc. | 30,916 | $9.76M | 5.48% | +52+0.2% | Added |
| Prestige Wealth Management Group LLC | 30,913 | $9.76M | 2.41% | +298+1.0% | Added |
| Consolidated Investment Group LLC | 30,889 | $9.75M | 1.89% | −3,000−8.9% | Reduced |
| Meridian Investment Counsel Inc. | 30,862 | $9.74M | 3.65% | +919+3.1% | Added |
| Catalyst Capital Advisors LLC | 30,858 | $9.74M | 0.27% | +2,267+7.9% | Added |
| My Personal CFO, LLC | 30,829 | $9.73M | 7.86% | +850+2.8% | Added |