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 |
|---|---|---|---|---|---|
| Platinum Investment Management Ltd | 20,736 | $6.55M | 0.26% | +172+0.8% | Added |
| Steamboat Capital Partners, LLC | 20,710 | $6.54M | 2.42% | +383+1.9% | Added |
| Lee Financial Co | 20,691 | $6.53M | 1.22% | −2,047−9.0% | Reduced |
| Legato Capital Management LLC | 20,664 | $6.52M | 0.95% | +126+0.6% | Added |
| Beta Wealth Group, Inc. | 20,660 | $6.52M | 3.86% | −940−4.4% | Reduced |
| Gateway Advisory, LLC | 20,596 | $6.50M | 1.33% | +2,184+11.9% | Added |
| Security National Bank of So Dak | 20,592 | $6.50M | 4.79% | −15−0.1% | Reduced |
| Alaethes Wealth LLC | 20,590 | $6.50M | 3.56% | +915+4.7% | Added |
| Relative Value Partners Group, LLC | 20,569 | $6.49M | 0.44% | +8,920+76.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 20,547 | $6.49M | 2.83% | −30.0% | Reduced |
| WealthPLAN Partners, LLC | 20,541 | $6.49M | 0.75% | +4,978+32.0% | Added |
| CCG Wealth Management, LLC | 20,539 | $6.49M | 4.25% | −91−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 20,527 | $6.48M | 1.98% | −174−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,527 | $6.48M | 4.89% | −1,055−4.9% | Reduced |
| Alta Advisers Ltd | 20,500 | $6.47M | 3.75% | +400+2.0% | Added |
| KG&L Capital Management,LLC | 20,405 | $6.44M | 3.11% | +1,207+6.3% | Added |
| Prosperity Wealth Management, Inc. | 20,399 | $6.44M | 4.17% | +296+1.5% | Added |
| Herbst Group, LLC | 20,387 | $6.44M | 4.59% | +213+1.1% | Added |
| Navellier & Associates Inc | 20,377 | $6.43M | 1.10% | +14,146+227.0% | Added |
| Austin Private Wealth, LLC | 20,353 | $6.43M | 0.93% | +328+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 20,325 | $6.42M | 2.90% | +90+0.4% | Added |
| Capital Advisors Wealth Management, LLC | 20,319 | $6.42M | 1.68% | +1,092+5.7% | Added |
| United Community Bank | 20,314 | $6.41M | 3.14% | +15,194+296.8% | Added |
| Bender Robert & Associates | 20,288 | $6.41M | 1.87% | +353+1.8% | Added |
| New Republic Capital, LLC | 20,228 | $6.39M | 5.21% | +698+3.6% | Added |
| Wealth Effects LLC | 20,220 | $6.38M | 3.15% | −404−2.0% | Reduced |
| MBB Public Markets I LLC | 20,208 | $6.38M | 0.43% | +40.0% | Added |
| Kercheville Advisors, LLC | 20,177 | $6.37M | 4.04% | −56−0.3% | Reduced |
| LCM Capital Management Inc | 20,163 | $6.37M | 5.19% | +614+3.1% | Added |
| SignalPoint Asset Management, LLC | 20,146 | $6.36M | 2.03% | +369+1.9% | Added |
| Trivant Custom Portfolio Group, LLC | 20,136 | $6.36M | 4.67% | +259+1.3% | Added |
| Fairfield Financial Advisors, LTD | 20,127 | $6.36M | 2.67% | −766−3.7% | Reduced |
| Allegheny Financial Group LTD | 20,053 | $6.33M | 2.37% | +4,143+26.0% | Added |
| Carl P. Sherr & Co., LLC | 20,015 | $6.32M | 4.29% | +63+0.3% | Added |
| Telemark Asset Management, LLC | 20,000 | $6.32M | 0.96% | 00.0% | Unchanged |
| Barbara Oil Co. | 20,000 | $6.32M | 2.99% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 20,000 | $6.32M | 5.26% | +39+0.2% | Added |
| North Fourth Asset Management, LP | 20,000 | $6.32M | 9.06% | +11,200+127.3% | Added |
| Clarus Group, Inc. | 19,941 | $6.30M | 4.57% | −114−0.6% | Reduced |
| Northcape Wealth Management, LLC | 19,936 | $6.29M | 2.41% | −464−2.3% | Reduced |
| Bain Capital Public Equity, LP | 19,923 | $6.29M | 5.49% | +4,523+29.4% | Added |
| Peoples Bank | 19,923 | $6.29M | 5.38% | +19,923 | New |
| First United Bank Trust | 19,906 | $6.29M | 2.92% | −110−0.5% | Reduced |
| Abundance Wealth Counselors | 19,887 | $6.28M | 1.79% | +19,887 | New |
| Advanced Portfolio Management, LLC | 19,869 | $6.27M | 5.48% | +4,241+27.1% | Added |
| Townsend Asset Management Corp | 19,846 | $6.27M | 3.16% | −4,151−17.3% | Reduced |
| First Financial Corp | 19,835 | $6.26M | 3.67% | +4,282+27.5% | Added |
| Mraz, Amerine & Associates, Inc. | 19,831 | $6.26M | 1.41% | −52−0.3% | Reduced |
| RBA Wealth Management, LLC | 19,820 | $6.26M | 3.01% | −26−0.1% | Reduced |
| DeDora Capital, Inc. | 19,815 | $6.26M | 2.46% | +252+1.3% | Added |
| Barings LLC | 19,793 | $6.25M | 0.21% | −2,699−12.0% | Reduced |
| Capital Insight Partners, LLC | 19,789 | $6.25M | 1.42% | +1,349+7.3% | Added |
| McBroom & Associates, LLC | 19,769 | $6.24M | 4.97% | +623+3.3% | Added |
| Hall Private Wealth Advisors | 19,743 | $6.23M | 4.19% | −103−0.5% | Reduced |
| Darwin Advisors, LLC | 19,724 | $6.23M | 1.68% | +387+2.0% | Added |
| Spirit of America Management Corp | 19,689 | $6.22M | 1.40% | 00.0% | Unchanged |
| Redwood Investments, LLC | 19,615 | $6.19M | 0.84% | +54+0.3% | Added |
| BCJ Capital Management, LLC | 19,591 | $6.19M | 0.57% | −13,597−41.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 19,561 | $6.18M | 4.53% | +175+0.9% | Added |
| Commonwealth Financial Services, LLC | 19,557 | $6.18M | 1.84% | +19,557 | New |
| Fairhaven Wealth Management, LLC | 19,554 | $6.17M | 2.46% | +60+0.3% | Added |
| Capula Management Ltd | 19,551 | $6.17M | 0.40% | +19,551 | New |
| Contravisory Investment Management, Inc. | 19,530 | $6.17M | 1.75% | +19,465+29,946.2% | Added |
| RFP Financial Group LLC | 19,524 | $6.16M | 2.71% | −889−4.4% | Reduced |
| EagleClaw Capital Managment, LLC | 19,512 | $6.16M | 1.40% | −125−0.6% | Reduced |
| MBL Wealth, LLC | 19,500 | $6.16M | 0.87% | −96−0.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,494 | $6.16M | 2.70% | −1,523−7.2% | Reduced |
| Intellectus Partners, LLC | 19,486 | $6.15M | 1.95% | −529−2.6% | Reduced |
| Wharton Business Group, LLC | 19,476 | $6.15M | 0.34% | −25−0.1% | Reduced |
| Oak Grove Capital LLC | 19,477 | $6.15M | 2.38% | +1,149+6.3% | Added |
| Boxwood Ventures, Inc. | 19,474 | $6.15M | 12.45% | 00.0% | Unchanged |
| Beacon Financial Group | 18,751 | $6.15M | 0.87% | +23+0.1% | Added |
| Pettee Investors, Inc. | 19,463 | $6.15M | 2.92% | −278−1.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 19,458 | $6.14M | 1.60% | −551−2.8% | Reduced |
| Royal Capital Wealth Management, LLC | 19,426 | $6.13M | 5.88% | +17+0.1% | Added |
| MTM Investment Management, LLC | 19,424 | $6.13M | 3.10% | −349−1.8% | Reduced |
| AlphaStar Capital Management, LLC | 19,421 | $6.13M | 0.77% | −3,266−14.4% | Reduced |
| Waddell & Associates, LLC | 19,398 | $6.12M | 0.90% | +315+1.7% | Added |
| Atomi Financial Group, Inc. | 19,394 | $6.12M | 2.04% | +1,024+5.6% | Added |
| Regency Capital Management Inc. | 19,377 | $6.12M | 5.20% | −1,523−7.3% | Reduced |
| Ahl Investment Management, Inc. | 19,375 | $6.12M | 5.45% | −70−0.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 19,346 | $6.11M | 4.13% | +285+1.5% | Added |
| Sturgeon Ventures LLP | 19,338 | $6.11M | 8.03% | −2,898−13.0% | Reduced |
| Bank of Stockton | 18,601 | $6.10M | 2.28% | +124+0.7% | Added |
| DGS Capital Management, LLC | 19,243 | $6.08M | 2.97% | +1,959+11.3% | Added |
| Secure Asset Management, LLC | 19,241 | $6.08M | 1.82% | +1,169+6.5% | Added |
| Vista Wealth Management Group, LLC | 19,238 | $6.07M | 0.59% | +2,423+14.4% | Added |
| Private Portfolio Partners LLC | 19,238 | $6.07M | 1.57% | +601+3.2% | Added |
| Independent Solutions Wealth Management, LLC | 19,237 | $6.07M | 1.67% | +815+4.4% | Added |
| Greenline Partners, LLC | 19,205 | $6.06M | 1.14% | 00.0% | Unchanged |
| GFG Capital, LLC | 19,181 | $6.06M | 1.96% | +68+0.4% | Added |
| Advisor Resource Council | 19,175 | $6.05M | 4.01% | −659−3.3% | Reduced |
| Michael B. Yongue | 19,175 | $6.05M | 5.90% | −859−4.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 19,172 | $6.05M | 1.40% | +86+0.5% | Added |
| RPg Family Wealth Advisory, LLC | 19,156 | $6.05M | 2.49% | −5,937−23.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 19,153 | $6.05M | 1.39% | −65−0.3% | Reduced |
| Bouvel Investment Partners, LLC | 19,131 | $6.04M | 3.27% | +231+1.2% | Added |
| New Potomac Partners, LLC | 19,114 | $6.04M | 4.15% | −390−2.0% | Reduced |
| First Community Trust NA | 19,109 | $6.03M | 6.90% | −214−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 19,105 | $6.03M | 1.19% | −534−2.7% | Reduced |