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 |
|---|---|---|---|---|---|
| Palo Alto Wealth Advisors, LLC | 28,241 | $8.92M | 7.44% | +91+0.3% | Added |
| VeraBank, N.A. | 28,218 | $8.91M | 3.42% | −49−0.2% | Reduced |
| Hamel Associates, Inc. | 28,223 | $8.91M | 3.25% | −450−1.6% | Reduced |
| Engineers Gate Manager LP | 28,185 | $8.90M | 0.33% | +27,586+4,605.3% | Added |
| Sawyer & Company, Inc | 28,136 | $8.88M | 4.15% | −160−0.6% | Reduced |
| WealthShield Partners, LLC | 28,106 | $8.87M | 1.34% | +3,775+15.5% | Added |
| Childress Capital Advisors, LLC | 27,969 | $8.83M | 2.89% | +6,986+33.3% | Added |
| Bell Bank | 27,961 | $8.83M | 0.97% | +976+3.6% | Added |
| Icapital Wealth LLC | 27,952 | $8.83M | 6.25% | −1,842−6.2% | Reduced |
| Tradewinds, LLC. | 27,918 | $8.82M | 5.18% | −194−0.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 27,917 | $8.81M | 3.01% | +3,276+13.3% | Added |
| Wealth Advisory Solutions, LLC | 25,431 | $8.81M | 1.72% | −7,121−21.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 27,883 | $8.80M | 3.39% | −197−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,825 | $8.79M | 1.05% | −467−1.7% | Reduced |
| True North Advisors, LLC | 27,778 | $8.77M | 2.70% | −4,471−13.9% | Reduced |
| Centiva Capital, LP | 27,759 | $8.76M | 0.44% | +14,987+117.3% | Added |
| Greenfield Savings Bank | 27,754 | $8.76M | 5.50% | −248−0.9% | Reduced |
| F/M Investments LLC | 27,732 | $8.76M | 6.53% | −1,428−4.9% | Reduced |
| SOL Capital Management CO | 27,732 | $8.76M | 1.36% | −1,155−4.0% | Reduced |
| FWL Investment Management, LLC | 27,706 | $8.75M | 5.87% | −170−0.6% | Reduced |
| Ballast Advisors LLC | 27,694 | $8.74M | 3.49% | −883−3.1% | Reduced |
| Concord Wealth Partners | 27,678 | $8.74M | 1.86% | +3,073+12.5% | Added |
| KPP Advisory Services LLC | 27,657 | $8.73M | 2.88% | +27,657 | New |
| Personal Cfo Solutions, LLC | 27,567 | $8.70M | 1.72% | +473+1.7% | Added |
| Lantz Financial LLC | 27,554 | $8.70M | 3.46% | −564−2.0% | Reduced |
| Wambolt & Associates, LLC | 27,021 | $8.70M | 3.16% | +1,980+7.9% | Added |
| Boussard & Gavaudan Investment Management LLP | 27,342 | $8.68M | 1.02% | +10,966+67.0% | Added |
| Wimmer Associates 1, LLC | 27,436 | $8.66M | 5.41% | +606+2.3% | Added |
| Once Capital Management, LLC | 27,400 | $8.65M | 8.23% | 00.0% | Unchanged |
| Martin & Co Inc | 27,379 | $8.64M | 2.27% | +459+1.7% | Added |
| Peoples Financial Services Corp. | 27,355 | $8.64M | 4.07% | −1,184−4.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 27,478 | $8.62M | 4.39% | +950+3.6% | Added |
| Founders Capital Management | 27,286 | $8.62M | 6.58% | +109+0.4% | Added |
| S&T Bank | 27,268 | $8.61M | 1.66% | −1,432−5.0% | Reduced |
| Piscataqua Savings Bank | 27,250 | $8.60M | 7.50% | −517−1.9% | Reduced |
| Finer Wealth Management, Inc. | 27,213 | $8.59M | 6.87% | +631+2.4% | Added |
| Enterprise Financial Services Corp | 27,196 | $8.59M | 5.93% | −338−1.2% | Reduced |
| LCNB Corp | 27,188 | $8.58M | 3.80% | −672−2.4% | Reduced |
| Principal Street Partners, LLC | 27,160 | $8.58M | 1.70% | +550+2.1% | Added |
| Everhart Financial Group, Inc. | 27,147 | $8.57M | 3.64% | +2,066+8.2% | Added |
| Lakehouse Capital Pty Ltd | 27,136 | $8.57M | 7.73% | −1,304−4.6% | Reduced |
| Founders Financial Securities LLC | 27,135 | $8.57M | 1.11% | +856+3.3% | Added |
| Clear Creek Financial Management, LLC | 27,115 | $8.56M | 1.50% | +404+1.5% | Added |
| Winton Group Ltd | 27,108 | $8.56M | 0.71% | −7,781−22.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 27,061 | $8.54M | 0.28% | −4,132−13.2% | Reduced |
| Mendel Money Management | 27,049 | $8.54M | 4.58% | +430+1.6% | Added |
| General Partner, Inc. | 26,787 | $8.54M | 7.62% | 00.0% | Unchanged |
| JT Stratford LLC | 27,007 | $8.53M | 2.20% | −3,185−10.5% | Reduced |
| NovaPoint Capital, LLC | 27,007 | $8.53M | 3.39% | −352−1.3% | Reduced |
| Eos Management, L.P. | 26,979 | $8.52M | 3.99% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26,917 | $8.50M | 1.13% | +957+3.7% | Added |
| Red Cedar Investment Management, LLC | 26,916 | $8.50M | 1.30% | +2,005+8.0% | Added |
| Parkwood LLC | 26,837 | $8.47M | 1.54% | +4,321+19.2% | Added |
| Financial Security Advisor, Inc. | 26,818 | $8.47M | 3.89% | +26,818 | New |
| Nixon Peabody Trust Co | 26,781 | $8.46M | 7.08% | −1,625−5.7% | Reduced |
| Magnus Financial Group LLC | 26,735 | $8.44M | 1.23% | +195+0.7% | Added |
| Chelsea Counsel Co | 26,723 | $8.44M | 4.34% | +608+2.3% | Added |
| Oak Harvest Investment Services | 26,685 | $8.43M | 1.78% | +2,378+9.8% | Added |
| Tandem Capital Management Corp | 26,684 | $8.43M | 5.79% | −467−1.7% | Reduced |
| Savoie Capital LLC | 26,660 | $8.42M | 2.20% | +26,660 | New |
| Barton Investment Management | 26,635 | $8.41M | 1.36% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 26,604 | $8.40M | 1.57% | −302−1.1% | Reduced |
| Silphium Asset Management Ltd | 26,600 | $8.40M | 2.73% | +1,300+5.1% | Added |
| Naviter Wealth, LLC | 26,575 | $8.39M | 2.03% | −173−0.6% | Reduced |
| Virtue Capital Management, LLC | 24,803 | $8.39M | 1.43% | 00.0% | Unchanged |
| JNBA Financial Advisors | 26,522 | $8.37M | 1.05% | −311−1.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,500 | $8.37M | 4.79% | −424−1.6% | Reduced |
| Stelac Advisory Services LLC | 26,290 | $8.36M | 4.57% | −1,034−3.8% | Reduced |
| Executive Wealth Group LLC | 26,483 | $8.36M | 5.94% | +108+0.4% | Added |
| Consolidated Portfolio Review Corp | 26,469 | $8.36M | 2.03% | −496−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 26,440 | $8.35M | 0.20% | +4,179+18.8% | Added |
| Lester Murray Antman dba SimplyRich | 26,430 | $8.35M | 4.05% | −110.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,389 | $8.33M | 3.63% | +120+0.5% | Added |
| Armstrong Advisory Group, Inc | 26,388 | $8.33M | 0.91% | −625−2.3% | Reduced |
| LMG Wealth Partners, LLC | 26,364 | $8.32M | 2.54% | +62+0.2% | Added |
| Kingfisher Capital LLC | 26,332 | $8.31M | 2.26% | −28−0.1% | Reduced |
| Fortis Capital Advisors, LLC | 26,237 | $8.28M | 5.31% | −620−2.3% | Reduced |
| One01 Capital, LP | 26,167 | $8.26M | 10.04% | +3,968+17.9% | Added |
| Liberty Capital Management, Inc. | 26,164 | $8.26M | 2.44% | −356−1.3% | Reduced |
| Goodman Advisory Group, LLC | 26,139 | $8.25M | 3.08% | +3,033+13.1% | Added |
| First City Capital Management, Inc. | 26,031 | $8.22M | 5.16% | −128−0.5% | Reduced |
| Smith, Moore & Co. | 25,942 | $8.19M | 1.08% | +660+2.6% | Added |
| Optas, LLC | 25,926 | $8.19M | 2.73% | +144+0.6% | Added |
| Lesa Sroufe & Co | 25,866 | $8.17M | 8.76% | −235−0.9% | Reduced |
| Kensington Investment Counsel, LLC | 25,846 | $8.16M | 5.07% | +589+2.3% | Added |
| Marathon Capital Management | 25,816 | $8.15M | 2.05% | −301−1.2% | Reduced |
| Wisconsin Capital Management LLC | 25,802 | $8.15M | 5.38% | −371−1.4% | Reduced |
| SPC Financial, Inc. | 25,785 | $8.14M | 0.91% | +179+0.7% | Added |
| L2 Asset Management, LLC | 26 | $8.14M | 3.91% | −23,499−99.9% | Reduced |
| MONECO Advisors, LLC | 25,763 | $8.13M | 2.21% | +897+3.6% | Added |
| Northstar Advisory Group, LLC | 25,582 | $8.08M | 5.89% | +2,156+9.2% | Added |
| Harbor Advisors LLC | 25,500 | $8.05M | 1.72% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 25,459 | $8.04M | 1.22% | −842−3.2% | Reduced |
| Herald Investment Management Ltd | 25,442 | $8.03M | 1.71% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 25,392 | $8.02M | 4.63% | +324+1.3% | Added |
| Ausdal Financial Partners, Inc. | 25,354 | $8.01M | 1.10% | +519+2.1% | Added |
| Settian Capital LP | 25,350 | $8.00M | 6.79% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25,316 | $7.99M | 2.30% | −401−1.6% | Reduced |
| Lavaca Capital LLC | 25,308 | $7.99M | 2.87% | −7,339−22.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 25,294 | $7.99M | 6.03% | −1,275−4.8% | Reduced |