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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 30,817 | $9.73M | 2.66% | −356−1.1% | Reduced |
| Sentry LLC | 30,816 | $9.73M | 2.05% | +481+1.6% | Added |
| Regent Peak Wealth Advisors LLC | 30,784 | $9.72M | 2.97% | +117+0.4% | Added |
| C2C Wealth Management, LLC | 30,463 | $9.72M | 1.38% | −324−1.1% | Reduced |
| Financial Partners Group, LLC | 30,739 | $9.71M | 4.66% | −267−0.9% | Reduced |
| Delta Investment Management, LLC | 30,737 | $9.71M | 2.69% | −107−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 30,662 | $9.68M | 6.57% | −134−0.4% | Reduced |
| Avidian Wealth Solutions, LLC | 30,660 | $9.68M | 0.68% | −3,893−11.3% | Reduced |
| Harrington Investments, INC | 30,651 | $9.68M | 6.66% | +135+0.4% | Added |
| Spreng Capital Management, Inc. | 30,647 | $9.68M | 7.10% | +136+0.4% | Added |
| Evanson Asset Management, LLC | 30,628 | $9.67M | 0.93% | −1,146−3.6% | Reduced |
| Pacifica Partners Inc. | 30,228 | $9.65M | 5.25% | +9,304+44.5% | Added |
| StoneX Group Inc. | 30,560 | $9.65M | 1.04% | +1,391+4.8% | Added |
| Birch Capital Management, LLC | 30,553 | $9.65M | 6.10% | −90−0.3% | Reduced |
| Leeward Financial Partners, LLC | 30,512 | $9.63M | 5.33% | +1,737+6.0% | Added |
| Empire Financial Management Company, LLC | 30,507 | $9.63M | 4.20% | −130.0% | Reduced |
| Aperture Investors, LLC | 30,504 | $9.63M | 1.53% | +2,269+8.0% | Added |
| Biltmore Family Office, LLC | 30,494 | $9.63M | 2.18% | +4,840+18.9% | Added |
| Founders Financial Alliance, LLC | 30,492 | $9.63M | 4.21% | −189−0.6% | Reduced |
| Unionview, LLC | 30,478 | $9.62M | 9.10% | −153−0.5% | Reduced |
| Monument Capital Management | 30,458 | $9.62M | 3.23% | +351+1.2% | Added |
| Chatham Capital Group, Inc. | 30,434 | $9.61M | 2.14% | −278−0.9% | Reduced |
| Chase Investment Counsel Corp | 30,422 | $9.61M | 4.79% | −2,989−8.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 30,366 | $9.60M | 2.04% | +8,549+39.2% | Added |
| Cambridge Advisors Inc. | 30,384 | $9.59M | 2.58% | −209−0.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,369 | $9.59M | 9.95% | −116−0.4% | Reduced |
| Summit Financial Group Inc | 30,305 | $9.57M | 4.02% | −440−1.4% | Reduced |
| Hollow Brook Wealth Management LLC | 30,301 | $9.57M | 3.99% | −103−0.3% | Reduced |
| Bayesian Capital Management, LP | 30,300 | $9.57M | 1.09% | −23,600−43.8% | Reduced |
| Versant Capital Management, Inc | 30,277 | $9.56M | 3.04% | +120+0.4% | Added |
| Sonata Capital Group Inc | 30,258 | $9.55M | 5.10% | +3,067+11.3% | Added |
| Transatlantique Private Wealth LLC | 30,288 | $9.55M | 5.11% | −239−0.8% | Reduced |
| Windward Capital Management Co | 30,233 | $9.55M | 0.93% | −76−0.3% | Reduced |
| BNC Wealth Management, LLC | 30,209 | $9.54M | 5.12% | +238+0.8% | Added |
| Eastover Investment Advisors LLC | 30,431 | $9.52M | 5.73% | +145+0.5% | Added |
| Grove Bank & Trust | 30,138 | $9.52M | 1.94% | +2,657+9.7% | Added |
| Roanoke Asset Management Corp | 30,091 | $9.50M | 3.90% | +987+3.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,073 | $9.50M | 2.95% | −1,733−5.4% | Reduced |
| Drexel Morgan & Co. | 30,069 | $9.49M | 2.58% | 00.0% | Unchanged |
| GDS Wealth Management | 30,004 | $9.47M | 1.49% | +2,027+7.2% | Added |
| Saranac Partners Ltd | 30,000 | $9.47M | 5.33% | −678−2.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $9.47M | 2.72% | 00.0% | Unchanged |
| Crestline Management, LP | 30,000 | $9.47M | 1.13% | +3,500+13.2% | Added |
| Roman Butler Fullerton & Co | 28,852 | $9.46M | 4.46% | +1,686+6.2% | Added |
| Camden Capital, LLC | 29,928 | $9.45M | 1.12% | +3,670+14.0% | Added |
| Glenview Capital Management, LLC | 29,915 | $9.45M | 0.26% | +29,915 | New |
| Kemnay Advisory Services Inc. | 29,893 | $9.44M | 2.83% | +2,800+10.3% | Added |
| Highlander Capital Management, LLC | 29,755 | $9.39M | 3.69% | +780+2.7% | Added |
| Legacy Financial Advisors, Inc. | 29,749 | $9.39M | 1.88% | +1,954+7.0% | Added |
| Fosun International Ltd | 29,737 | $9.39M | 1.51% | −7,699−20.6% | Reduced |
| Bank Ozk | 29,726 | $9.39M | 5.15% | −2,479−7.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 29,718 | $9.38M | 3.08% | −372−1.2% | Reduced |
| Soros Capital Management LLC | 29,700 | $9.38M | 4.70% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 29,630 | $9.36M | 0.18% | +12,433+72.3% | Added |
| Eukles Asset Management | 29,571 | $9.34M | 4.93% | +209+0.7% | Added |
| Bridge Creek Capital Management LLC | 29,566 | $9.34M | 3.54% | −445−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 29,540 | $9.33M | 0.99% | +1,156+4.1% | Added |
| RWM Asset Management, LLC | 29,512 | $9.32M | 1.88% | +2,031+7.4% | Added |
| Excalibur Management Corp | 29,507 | $9.32M | 4.84% | +405+1.4% | Added |
| Unio Capital LLC | 29,360 | $9.27M | 5.02% | −10,569−26.5% | Reduced |
| Diamant Asset Management, Inc. | 29,353 | $9.27M | 7.62% | +350+1.2% | Added |
| Loudon Investment Management, LLC | 29,305 | $9.25M | 6.36% | −194−0.7% | Reduced |
| Sentinel Trust Co Lba | 29,209 | $9.22M | 1.31% | +760+2.7% | Added |
| Fort Point Capital Partners LLC | 29,133 | $9.20M | 1.49% | −781−2.6% | Reduced |
| Atlas Wealth LLC | 29,132 | $9.20M | 1.72% | −54−0.2% | Reduced |
| Asio Capital, LLC | 29,119 | $9.19M | 2.45% | −87−0.3% | Reduced |
| Lederer & Associates Investment Counsel | 29,118 | $9.19M | 7.31% | −971−3.2% | Reduced |
| Catalyst Financial Partners LLC | 29,100 | $9.19M | 2.96% | +2,687+10.2% | Added |
| Signet Financial Management, LLC | 29,097 | $9.19M | 1.52% | +160+0.6% | Added |
| Souders Financial Advisors | 29,048 | $9.17M | 1.76% | −1,090−3.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 29,036 | $9.17M | 2.09% | +253+0.9% | Added |
| Keystone Financial Planning, Inc. | 29,032 | $9.17M | 3.20% | −20.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,023 | $9.16M | 6.20% | +2,116+7.9% | Added |
| Cardiff Park Advisors, LLC | 28,972 | $9.15M | 1.16% | −646−2.2% | Reduced |
| Triangle Securities Wealth Management | 28,941 | $9.14M | 3.25% | −30.0% | Reduced |
| Penbrook Management LLC | 28,918 | $9.13M | 6.69% | −155−0.5% | Reduced |
| Occidental Asset Management, LLC | 28,831 | $9.10M | 2.11% | +39+0.1% | Added |
| Kettle Hill Capital Management, LLC | 28,750 | $9.08M | 2.02% | +28,750 | New |
| Blodgett Wealth Advisors, LLC | 28,745 | $9.08M | 9.99% | +97+0.3% | Added |
| Ellevest, Inc. | 28,722 | $9.07M | 0.70% | −366−1.3% | Reduced |
| Mystic Asset Management, Inc. | 28,693 | $9.06M | 5.09% | −425−1.5% | Reduced |
| Frisch Financial Group, Inc. | 28,663 | $9.05M | 3.67% | −283−1.0% | Reduced |
| Beck Capital Management, LLC | 28,602 | $9.03M | 3.48% | −162−0.6% | Reduced |
| Menlo Advisors LLC | 28,595 | $9.03M | 5.93% | −15−0.1% | Reduced |
| CoreCap Advisors, LLC | 28,588 | $9.03M | 0.65% | +3,461+13.8% | Added |
| S.E.E.D. Planning Group LLC | 28,577 | $9.02M | 3.48% | −6,301−18.1% | Reduced |
| Marks Group Wealth Management, Inc | 28,518 | $9.00M | 1.11% | −113−0.4% | Reduced |
| Key Financial Inc | 28,508 | $9.00M | 3.03% | −415−1.4% | Reduced |
| Radnor Capital Management, LLC | 28,504 | $9.00M | 1.79% | +28,504 | New |
| Truxt Investmentos Ltda. | 28,498 | $9.00M | 2.33% | −15,037−34.5% | Reduced |
| LVW Advisors, LLC | 28,491 | $9.00M | 1.92% | +900+3.3% | Added |
| Perennial Investment Advisors, LLC | 28,471 | $8.99M | 1.64% | +640+2.3% | Added |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $8.98M | 2.58% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 28,391 | $8.96M | 0.84% | −73−0.3% | Reduced |
| Aviance Capital Partners, LLC | 28,387 | $8.96M | 2.02% | −581−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,380 | $8.96M | 1.86% | +2,293+8.8% | Added |
| Klingman & Associates, LLC | 28,352 | $8.95M | 0.72% | −153−0.5% | Reduced |
| CBOE Vest Financial, LLC | 28,340 | $8.95M | 0.49% | +13,083+85.8% | Added |
| Moseley Investment Management Inc | 28,323 | $8.94M | 5.34% | +4,824+20.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,254 | $8.92M | 4.50% | +38+0.1% | Added |