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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 25,286 | $7.98M | 1.19% | −1,219−4.6% | Reduced |
| Garrett Investment Advisors LLC | 25,228 | $7.97M | 1.07% | +3,223+14.6% | Added |
| Brown Capital Management LLC | 25,206 | $7.96M | 0.12% | −1,161−4.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 25,098 | $7.92M | 4.87% | +1,132+4.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,066 | $7.91M | 0.22% | −1,215−4.6% | Reduced |
| Orleans Capital Management Corp | 25,037 | $7.91M | 5.88% | +40+0.2% | Added |
| Adirondack Trust Co | 25,036 | $7.91M | 3.95% | −25−0.1% | Reduced |
| Rovida Advisors Inc. | 25,000 | $7.89M | 3.00% | 00.0% | Unchanged |
| Advisors Management Group Inc | 24,984 | $7.89M | 2.38% | −80−0.3% | Reduced |
| McDonough Capital Management, Inc | 24,955 | $7.88M | 7.46% | +656+2.7% | Added |
| CNB Bank | 24,949 | $7.88M | 4.64% | +1,507+6.4% | Added |
| Coulter & Justus Financial Services, LLC | 24,930 | $7.87M | 5.72% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 24,877 | $7.86M | 4.32% | −421−1.7% | Reduced |
| Thematics Asset Management | 24,877 | $7.85M | 0.39% | −2,070−7.7% | Reduced |
| Prudent Investors Network | 24,875 | $7.85M | 3.68% | +4,347+21.2% | Added |
| Allstate Corp | 24,841 | $7.84M | 0.46% | 00.0% | Unchanged |
| HWG Holdings LP | 24,816 | $7.84M | 4.37% | −1,855−7.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,740 | $7.81M | 7.66% | +525+2.2% | Added |
| Blume Capital Management, Inc. | 24,724 | $7.81M | 2.32% | −1,109−4.3% | Reduced |
| Private Ocean, LLC | 24,705 | $7.80M | 0.99% | −1,417−5.4% | Reduced |
| Gunderson Capital Management Inc. | 24,702 | $7.80M | 5.31% | −1,027−4.0% | Reduced |
| Washington Trust Advisors, Inc. | 24,679 | $7.79M | 0.80% | −100−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,669 | $7.79M | 4.04% | +21,574+697.1% | Added |
| Mission Creek Capital Partners, Inc. | 24,659 | $7.79M | 2.62% | +1,141+4.9% | Added |
| Chesapeake Asset Management LLC | 24,655 | $7.78M | 7.58% | −4,237−14.7% | Reduced |
| Intact Investment Management Inc. | 24,650 | $7.78M | 0.34% | +150+0.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 24,636 | $7.78M | 2.60% | −2,124−7.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 24,633 | $7.78M | 0.96% | +6,163+33.4% | Added |
| MEMBERS Trust Co | 24,741 | $7.76M | 0.23% | −874−3.4% | Reduced |
| CenterBook Partners LP | 24,562 | $7.76M | 0.97% | +8,045+48.7% | Added |
| North Growth Management Ltd. | 25,000 | $7.75M | 1.72% | 00.0% | Unchanged |
| David J Yvars Group | 24,533 | $7.75M | 6.46% | +118+0.5% | Added |
| Elgethun Capital Management | 24,299 | $7.74M | 2.33% | +513+2.2% | Added |
| Annandale Capital, LLC | 24,494 | $7.73M | 2.31% | −293−1.2% | Reduced |
| Corsair Capital Management, L.P. | 24,493 | $7.73M | 2.66% | −255−1.0% | Reduced |
| Westwood Wealth Management | 24,476 | $7.73M | 6.05% | −1,010−4.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 24,466 | $7.73M | 2.98% | −1,105−4.3% | Reduced |
| Aldebaran Capital, LLC | 24,458 | $7.72M | 7.87% | −28−0.1% | Reduced |
| Valley Brook Capital Group | 24,452 | $7.72M | 7.63% | +259+1.1% | Added |
| Parisi Gray Wealth Management | 24,443 | $7.72M | 3.51% | +1,492+6.5% | Added |
| TBH Global Asset Management, LLC | 24,440 | $7.72M | 1.48% | +46+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 24,405 | $7.71M | 1.22% | −173−0.7% | Reduced |
| Ami Investment Management Inc | 24,390 | $7.70M | 3.46% | −1,028−4.0% | Reduced |
| Bridgewater Advisors Inc. | 24,280 | $7.67M | 1.23% | +440+1.8% | Added |
| Ar Asset Management Inc | 24,279 | $7.67M | 2.15% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 24,255 | $7.66M | 3.71% | +300+1.3% | Added |
| Summit Financial Strategies, Inc. | 24,239 | $7.65M | 1.46% | +55+0.2% | Added |
| Hudson Value Partners, LLC | 24,235 | $7.65M | 4.02% | +1,036+4.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,216 | $7.65M | 7.98% | −494−2.0% | Reduced |
| Trust Co of Kansas | 24,129 | $7.62M | 4.86% | −175−0.7% | Reduced |
| Ayrshire Capital Management LLC | 24,124 | $7.62M | 4.92% | −499−2.0% | Reduced |
| Essex Savings Bank | 24,124 | $7.62M | 2.57% | −997−4.0% | Reduced |
| Curbstone Financial Management Corp | 24,034 | $7.59M | 1.88% | −350−1.4% | Reduced |
| Q Capital Solutions | 24,023 | $7.59M | 8.23% | −3,647−13.2% | Reduced |
| Strong Tower Advisory Services | 23,965 | $7.57M | 3.78% | +172+0.7% | Added |
| Ignite Planners, LLC | 23,670 | $7.56M | 2.31% | −66−0.3% | Reduced |
| Trinity Legacy Partners, LLC | 23,897 | $7.55M | 2.61% | −708−2.9% | Reduced |
| Poehling Capital Management, LLC | 23,879 | $7.54M | 2.64% | +130+0.5% | Added |
| First County Bank | 23,861 | $7.53M | 3.92% | +566+2.4% | Added |
| Innovis Asset Management LLC | 23,840 | $7.53M | 2.90% | +10,707+81.5% | Added |
| HBK Investments L P | 23,832 | $7.52M | 0.17% | +18,763+370.2% | Added |
| Trail Ridge Investment Advisors, LLC | 23,777 | $7.51M | 5.10% | −33−0.1% | Reduced |
| Bellwether Advisors, LLC | 23,774 | $7.51M | 2.04% | +19,386+441.8% | Added |
| Voya Financial Advisors, Inc. | 23,880 | $7.49M | 0.93% | +22+0.1% | Added |
| Schwerin Boyle Capital Management Inc | 23,710 | $7.49M | 0.88% | −27,700−53.9% | Reduced |
| Platte River Wealth Advisors, LLC | 23,676 | $7.48M | 2.74% | +113+0.5% | Added |
| My Legacy Advisors, LLC | 22,519 | $7.46M | 3.03% | −334−1.5% | Reduced |
| Marvin & Palmer Associates Inc | 23,580 | $7.45M | 4.83% | −4,350−15.6% | Reduced |
| Riverview Capital Advisers, LLC | 23,521 | $7.43M | 3.29% | +10.0% | Added |
| BOK Financial Private Wealth, Inc. | 23,468 | $7.41M | 0.65% | −1,652−6.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,466 | $7.41M | 5.99% | −2,353−9.1% | Reduced |
| InTrack Investment Management Inc | 23,406 | $7.39M | 6.50% | +4,501+23.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,334 | $7.37M | 1.72% | −3,014−11.4% | Reduced |
| Delaney Dennis R | 23,300 | $7.36M | 4.74% | −180−0.8% | Reduced |
| AMJ Financial Wealth Management | 23,291 | $7.35M | 3.39% | +70.0% | Added |
| Studio Investment Management LLC | 23,283 | $7.35M | 2.05% | −318−1.3% | Reduced |
| Villere St Denis J & Co LLC | 23,262 | $7.34M | 0.63% | −12,420−34.8% | Reduced |
| Family Legacy, Inc. | 23,240 | $7.34M | 3.07% | −257−1.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 22,791 | $7.33M | 5.83% | −478−2.1% | Reduced |
| Exeter Financial, LLC | 23,223 | $7.33M | 3.87% | −590−2.5% | Reduced |
| Trust Investment Advisors | 23,222 | $7.33M | 6.31% | −1,107−4.6% | Reduced |
| Drive Wealth Management, LLC | 23,203 | $7.33M | 2.68% | +389+1.7% | Added |
| Encompass Wealth Advisors, LLC | 23,190 | $7.32M | 2.44% | +513+2.3% | Added |
| Leisure Capital Management | 23,175 | $7.32M | 4.21% | +116+0.5% | Added |
| Blueprint Investment Partners LLC | 23,119 | $7.30M | 2.35% | −591−2.5% | Reduced |
| RB Capital Management, LLC | 23,117 | $7.30M | 2.36% | +215+0.9% | Added |
| Wealth Management Partners, LLC | 23,114 | $7.30M | 4.55% | +367+1.6% | Added |
| Probity Advisors, Inc. | 23,075 | $7.29M | 1.68% | −579−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 23,037 | $7.27M | 0.87% | −407−1.7% | Reduced |
| Hixon Zuercher, LLC | 23,029 | $7.27M | 3.81% | +568+2.5% | Added |
| Beacon Investment Advisors LLC | 22,976 | $7.25M | 5.13% | −275−1.2% | Reduced |
| Gries Financial LLC | 22,963 | $7.25M | 1.95% | +7,154+45.3% | Added |
| IMA Wealth, Inc. | 22,947 | $7.25M | 1.87% | −100.0% | Reduced |
| Peak Planning Group, LLC | 22,915 | $7.24M | 5.67% | −63−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 22,893 | $7.23M | 1.02% | −90.0% | Reduced |
| Apexium Financial, LP | 22,878 | $7.22M | 0.72% | +745+3.4% | Added |
| Resurgent Financial Advisors LLC | 22,848 | $7.21M | 4.93% | −587−2.5% | Reduced |
| Horizon Investment Services, LLC | 22,838 | $7.21M | 4.34% | +324+1.4% | Added |
| Park Place Capital Corp | 22,773 | $7.19M | 2.10% | +142+0.6% | Added |
| Hengehold Capital Management LLC | 22,768 | $7.19M | 0.94% | +95+0.4% | Added |