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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 22,758 | $7.19M | 2.01% | −1,610−6.6% | Reduced |
| Wrapmanager Inc | 22,637 | $7.15M | 2.29% | +1,279+6.0% | Added |
| Centerpoint Advisors, LLC | 22,635 | $7.15M | 3.03% | +69+0.3% | Added |
| Hudson Canyon Capital Management | 22,625 | $7.14M | 5.84% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 22,620 | $7.14M | 3.26% | +209+0.9% | Added |
| Investment Partners, Ltd. | 22,584 | $7.13M | 3.75% | +526+2.4% | Added |
| Winthrop Advisory Group LLC | 22,576 | $7.13M | 1.17% | −36−0.2% | Reduced |
| SNS Financial Group, LLC | 22,544 | $7.12M | 0.94% | −1,159−4.9% | Reduced |
| Heartland Bank & Trust Co | 22,536 | $7.12M | 5.62% | +179+0.8% | Added |
| Emerald Advisers, LLC | 22,529 | $7.11M | 0.34% | −223−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 22,526 | $7.11M | 2.53% | −1,734−7.1% | Reduced |
| Agate Pass Investment Management, LLC | 22,498 | $7.10M | 4.81% | −502−2.2% | Reduced |
| Revolve Wealth Partners, LLC | 22,452 | $7.09M | 1.65% | +343+1.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 22,452 | $7.09M | 0.53% | +497+2.3% | Added |
| Trellis Advisors, LLC | 22,445 | $7.09M | 3.24% | −155−0.7% | Reduced |
| IMS Capital Management | 22,428 | $7.08M | 4.23% | −67−0.3% | Reduced |
| First PREMIER Bank | 22,398 | $7.07M | 2.17% | −850−3.7% | Reduced |
| Alta Fox Capital Management, LLC | 22,400 | $7.07M | 7.75% | +22,400 | New |
| Twin Tree Management, LP | 22,394 | $7.07M | 0.24% | +22,394 | New |
| Bordeaux Wealth Advisors LLC | 22,388 | $7.07M | 2.86% | +670+3.1% | Added |
| Fruth Investment Management | 22,377 | $7.07M | 2.10% | −235−1.0% | Reduced |
| Solstein Capital, LLC | 22,375 | $7.06M | 6.07% | +60+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 22,371 | $7.06M | 2.42% | −500−2.2% | Reduced |
| Socorro Asset Management LP | 22,359 | $7.06M | 3.30% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 22,348 | $7.06M | 3.93% | +168+0.8% | Added |
| Aurora Investment Managers, LLC. | 22,325 | $7.05M | 5.97% | −1,257−5.3% | Reduced |
| AlphaCore Capital LLC | 22,314 | $7.05M | 1.11% | +871+4.1% | Added |
| State of Wyoming | 22,312 | $7.05M | 1.52% | +3,801+20.5% | Added |
| Windle Wealth, LLC | 22,307 | $7.04M | 5.25% | −3,024−11.9% | Reduced |
| Congress Park Capital LLC | 22,296 | $7.04M | 4.05% | +88+0.4% | Added |
| Quadrant Private Wealth Management, LLC | 22,211 | $7.01M | 2.36% | +5,875+36.0% | Added |
| Newbridge Financial Services Group, Inc. | 22,198 | $7.01M | 3.52% | +3,295+17.4% | Added |
| First Command Advisory Services, Inc. | 22,195 | $7.01M | 0.09% | +22,195 | New |
| Signet Investment Advisory Group, Inc. | 22,136 | $6.99M | 4.65% | +265+1.2% | Added |
| CVA Family Office, LLC | 22,131 | $6.99M | 1.59% | +854+4.0% | Added |
| Prosperity Consulting Group, LLC | 22,124 | $6.99M | 3.21% | +9,500+75.3% | Added |
| Forte Capital LLC | 22,122 | $6.99M | 1.08% | −121−0.5% | Reduced |
| Scarborough Advisors, LLC | 22,122 | $6.99M | 1.70% | +185+0.8% | Added |
| AXS Investments LLC | 22,108 | $6.98M | 1.80% | −624−2.7% | Reduced |
| CORDA Investment Management, LLC. | 22,050 | $6.96M | 0.63% | −247−1.1% | Reduced |
| HBW Advisory Services LLC | 22,050 | $6.96M | 1.45% | −2,000−8.3% | Reduced |
| Byrne Asset Management LLC | 22,050 | $6.96M | 5.77% | −32−0.1% | Reduced |
| Globeflex Capital L P | 22,042 | $6.96M | 0.81% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 22,038 | $6.96M | 4.33% | −115−0.5% | Reduced |
| Blue Edge Capital, LLC | 22,021 | $6.95M | 1.46% | +331+1.5% | Added |
| Larson Financial Group LLC | 22,011 | $6.95M | 0.68% | +2,072+10.4% | Added |
| All Terrain Financial Advisors, LLC | 21,972 | $6.94M | 3.51% | −679−3.0% | Reduced |
| Sittner & Nelson, LLC | 21,943 | $6.93M | 3.99% | +71+0.3% | Added |
| Accurate Wealth Management, LLC | 20,859 | $6.93M | 2.17% | +4,230+25.4% | Added |
| Mount Vernon Associates Inc | 21,880 | $6.91M | 7.64% | −112−0.5% | Reduced |
| Knollwood Investment Advisory, LLC | 21,866 | $6.90M | 3.22% | −226−1.0% | Reduced |
| Eqis Capital Management, Inc. | 21,840 | $6.90M | 0.84% | +6,899+46.2% | Added |
| Forefront Wealth Management Inc. | 21,796 | $6.88M | 9.65% | +14+0.1% | Added |
| RDA Financial Network | 21,791 | $6.88M | 2.98% | +450+2.1% | Added |
| Integrated Investment Consultants, LLC | 21,774 | $6.87M | 2.50% | −1,452−6.3% | Reduced |
| Costello Asset Management, INC | 21,766 | $6.87M | 6.32% | −465−2.1% | Reduced |
| Foster Group, Inc. | 21,730 | $6.86M | 0.42% | +746+3.6% | Added |
| Agur Provident & Training Funds Management Ltd | 21,722 | $6.86M | 2.16% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,698 | $6.85M | 3.68% | −7,523−25.7% | Reduced |
| Cottage Street Advisors LLC | 21,674 | $6.84M | 5.01% | +169+0.8% | Added |
| CWS Financial Advisors, LLC | 21,641 | $6.83M | 2.74% | +123+0.6% | Added |
| Marino, Stram & Associates LLC | 21,626 | $6.83M | 2.00% | +151+0.7% | Added |
| Providence Wealth Advisors, LLC | 21,418 | $6.83M | 7.62% | +341+1.6% | Added |
| Octavia Wealth Advisors, LLC | 21,621 | $6.83M | 1.38% | +1,356+6.7% | Added |
| Evolutionary Tree Capital Management, LLC | 21,614 | $6.82M | 8.80% | −919−4.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,599 | $6.82M | 2.38% | +167+0.8% | Added |
| Fusion Capital, LLC | 21,588 | $6.82M | 3.84% | +463+2.2% | Added |
| L.M. Kohn & Company | 21,561 | $6.81M | 2.48% | +407+1.9% | Added |
| Sculati Wealth Management, LLC | 21,559 | $6.81M | 3.48% | +267+1.3% | Added |
| O'Brien Greene & Co. Inc | 21,545 | $6.80M | 2.49% | −1,191−5.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 21,514 | $6.79M | 2.48% | +30+0.1% | Added |
| Institutional & Family Asset Management, LLC | 21,514 | $6.79M | 1.12% | +70.0% | Added |
| Woodward Diversified Capital, LLC | 21,490 | $6.79M | 4.89% | +485+2.3% | Added |
| Scott Capital Advisors, LLC | 20,380 | $6.78M | 2.70% | +159+0.8% | Added |
| Cambridge Financial Group, Inc. | 21,445 | $6.77M | 3.69% | +21,445 | New |
| Somerset Group LLC | 21,441 | $6.77M | 6.37% | −2,048−8.7% | Reduced |
| KWMG, LLC | 21,426 | $6.77M | 0.85% | −304−1.4% | Reduced |
| EPG Wealth Management LLC | 21,390 | $6.75M | 2.04% | +418+2.0% | Added |
| Patton Albertson Miller Group, LLC | 21,208 | $6.70M | 1.31% | +1,019+5.0% | Added |
| Vise Technologies, Inc. | 21,187 | $6.69M | 1.64% | +1,680+8.6% | Added |
| Gunn & Co Investment Management, Inc. | 21,173 | $6.69M | 5.88% | +21,173 | New |
| Lakeshore Financial Planning, Inc. | 21,158 | $6.68M | 3.81% | +21,158 | New |
| Synergy Financial Group, LTD | 21,153 | $6.68M | 9.32% | +3,040+16.8% | Added |
| Unison Asset Management LLC | 21,136 | $6.67M | 4.39% | +750+3.7% | Added |
| Crown Wealth Group, LLC | 21,105 | $6.66M | 5.01% | −1,084−4.9% | Reduced |
| Financial Advisors, LLC | 21,103 | $6.66M | 1.65% | +506+2.5% | Added |
| Lindenwold Advisors | 21,092 | $6.66M | 4.15% | −60.0% | Reduced |
| Prospector Partners LLC | 21,092 | $6.66M | 0.93% | +100+0.5% | Added |
| Concord Asset Management, LLC | 21,058 | $6.65M | 2.23% | +2,767+15.1% | Added |
| Cable Hill Partners, LLC | 21,040 | $6.64M | 0.90% | +330+1.6% | Added |
| Banco de Sabadell, S.A | 21,007 | $6.63M | 5.75% | −1,082−4.9% | Reduced |
| Slow Capital, Inc. | 20,984 | $6.63M | 1.22% | +746+3.7% | Added |
| Dorchester Wealth Management Co | 20,966 | $6.62M | 1.34% | −3,189−13.2% | Reduced |
| Regatta Capital Group, LLC | 20,946 | $6.61M | 2.10% | −685−3.2% | Reduced |
| Keystone Wealth Services, LLC | 20,941 | $6.61M | 2.51% | +59+0.3% | Added |
| Snider Financial Group | 20,905 | $6.60M | 3.19% | +595+2.9% | Added |
| WealthPlan Investment Management, LLC | 20,837 | $6.58M | 1.16% | +5,890+39.4% | Added |
| Wealth Management Associates, Inc. | 20,827 | $6.58M | 3.84% | +92+0.4% | Added |
| Crescent Grove Advisors, LLC | 20,820 | $6.57M | 0.82% | −968−4.4% | Reduced |
| Tempus Wealth Planning, LLC | 20,805 | $6.57M | 3.29% | −3,517−14.5% | Reduced |