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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Morgens Waterfall Vintiadis & Co Inc | 19,100 | $6.03M | 4.89% | +1,000+5.5% | Added |
| Forest Avenue Capital Management LP | 19,100 | $6.03M | 2.72% | +19,100 | New |
| High Note Wealth, LLC | 19,078 | $6.02M | 2.49% | +498+2.7% | Added |
| First Commonwealth Financial Corp | 19,054 | $6.02M | 2.01% | +127+0.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,008 | $6.00M | 4.67% | −225−1.2% | Reduced |
| Matthew 25 Management Corp | 19,000 | $6.00M | 2.28% | +4,000+26.7% | Added |
| Slagle Financial, LLC | 18,993 | $6.00M | 3.68% | +1,525+8.7% | Added |
| Handelsinvest Investeringsforvaltning | 18,972 | $5.99M | 2.08% | −194−1.0% | Reduced |
| Cim Investment Mangement Inc | 18,964 | $5.99M | 2.19% | −397−2.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 18,887 | $5.96M | 1.77% | +1,313+7.5% | Added |
| Atlas Private Wealth Advisors | 18,869 | $5.96M | 1.13% | +2,975+18.7% | Added |
| Geneva Partners, LLC | 18,855 | $5.95M | 3.95% | +388+2.1% | Added |
| Bull Street Advisors, LLC | 18,846 | $5.95M | 3.15% | +70+0.4% | Added |
| Breakwater Capital Group | 17,194 | $5.95M | 2.05% | +681+4.1% | Added |
| Wittenberg Investment Management, Inc. | 18,833 | $5.95M | 2.18% | +1,590+9.2% | Added |
| Bangor Savings Bank | 18,831 | $5.95M | 0.71% | −337−1.8% | Reduced |
| Palmer Knight Co | 18,827 | $5.94M | 3.99% | −5,184−21.6% | Reduced |
| Montgomery Investment Management Inc | 18,805 | $5.94M | 2.05% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 18,799 | $5.94M | 4.80% | −53,324−73.9% | Reduced |
| Lincluden Management Ltd | 18,783 | $5.93M | 0.72% | −231−1.2% | Reduced |
| Aspen Investment Management Inc | 18,768 | $5.93M | 3.59% | +436+2.4% | Added |
| Harbert Fund Advisors, Inc. | 18,750 | $5.92M | 4.22% | +3,750+25.0% | Added |
| Evermay Wealth Management LLC | 18,749 | $5.92M | 1.21% | +1,502+8.7% | Added |
| Convergence Investment Partners, LLC | 18,740 | $5.92M | 3.50% | +999+5.6% | Added |
| Amica Retiree Medical Trust | 18,736 | $5.92M | 6.95% | 00.0% | Unchanged |
| Twinbeech Capital LP | 18,708 | $5.91M | 0.11% | +18,708 | New |
| AFS Financial Group, LLC | 18,702 | $5.91M | 4.03% | −32−0.2% | Reduced |
| FSM Wealth Advisors, LLC | 18,643 | $5.89M | 2.96% | −1,457−7.2% | Reduced |
| FLC Capital Advisors | 18,621 | $5.88M | 1.78% | −156−0.8% | Reduced |
| Sweeney & Michel, LLC | 16,185 | $5.88M | 3.08% | +160+1.0% | Added |
| Cape Ann Savings Bank | 18,586 | $5.87M | 4.12% | −443−2.3% | Reduced |
| NWK Group, Inc. | 18,545 | $5.86M | 3.59% | +308+1.7% | Added |
| WD Rutherford LLC | 18,520 | $5.85M | 4.01% | −191−1.0% | Reduced |
| GSG Advisors LLC | 18,473 | $5.83M | 2.85% | +18,473 | New |
| Summit X, LLC | 18,456 | $5.83M | 1.85% | −12,307−40.0% | Reduced |
| Canton Hathaway, LLC | 18,461 | $5.83M | 1.85% | −1,275−6.5% | Reduced |
| Union Savings Bank | 18,454 | $5.83M | 3.63% | +381+2.1% | Added |
| Leelyn Smith, LLC | 18,392 | $5.81M | 1.42% | −554−2.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 18,376 | $5.81M | 1.69% | +871+5.0% | Added |
| Bluesphere Advisors, LLC | 18,353 | $5.79M | 4.17% | −329−1.8% | Reduced |
| West Michigan Advisors, LLC | 18,351 | $5.79M | 3.10% | −41−0.2% | Reduced |
| Bennett Selby Investments LP | 18,349 | $5.79M | 3.38% | +385+2.1% | Added |
| Buck Wealth Strategies, LLC | 18,331 | $5.79M | 2.33% | +357+2.0% | Added |
| Beaton Management Co. Inc. | 18,329 | $5.79M | 3.76% | −42−0.2% | Reduced |
| Bienville Capital Management, LLC | 18,324 | $5.79M | 1.83% | −150−0.8% | Reduced |
| Connective Capital Management, LLC | 18,309 | $5.78M | 13.21% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 18,301 | $5.78M | 1.69% | +1,382+8.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,293 | $5.78M | 3.78% | −202−1.1% | Reduced |
| Acorn Financial Advisory Services Inc | 18,189 | $5.76M | 1.03% | +3,339+22.5% | Added |
| Alliance Wealth Advisors, LLC | 18,252 | $5.76M | 2.14% | +557+3.1% | Added |
| Mechanics Financial Corp | 18,247 | $5.76M | 3.17% | −203−1.1% | Reduced |
| Mirador Capital Partners LP | 18,225 | $5.75M | 1.31% | −536−2.9% | Reduced |
| Summit Place Financial Advisors, LLC | 18,205 | $5.75M | 4.09% | −1,007−5.2% | Reduced |
| Sax Wealth Advisors, LLC | 18,199 | $5.75M | 1.13% | +2,929+19.2% | Added |
| StrategIQ Financial Group, LLC | 18,193 | $5.74M | 0.66% | +368+2.1% | Added |
| Martin Capital Partners, LLC | 18,143 | $5.73M | 2.41% | −609−3.2% | Reduced |
| Thrive Wealth Management, LLC | 18,137 | $5.73M | 1.52% | −591−3.2% | Reduced |
| BSW Wealth Partners | 18,106 | $5.72M | 1.27% | −4,682−20.5% | Reduced |
| Accredited Investors Inc. | 18,102 | $5.72M | 0.43% | +344+1.9% | Added |
| Charles Schwab Trust Co | 18,090 | $5.71M | 0.64% | +2,280+14.4% | Added |
| Schrum Private Wealth Management LLC | 18,079 | $5.71M | 6.51% | −70.0% | Reduced |
| Mathes Company, Inc. | 18,067 | $5.71M | 2.65% | −595−3.2% | Reduced |
| Peloton Wealth Strategists | 18,065 | $5.70M | 2.63% | −2,318−11.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18,042 | $5.70M | 2.75% | +80.0% | Added |
| Autumn Glory Partners, LLC | 18,018 | $5.69M | 3.47% | +2,119+13.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $5.68M | 4.00% | −4,000−18.2% | Reduced |
| CV Advisors LLC | 17,992 | $5.68M | 4.53% | +144+0.8% | Added |
| RiverPark Advisors, LLC | 17,972 | $5.67M | 5.11% | 00.0% | Unchanged |
| 1776 Wealth LLC | 17,970 | $5.67M | 3.00% | +908+5.3% | Added |
| Allen Capital Group, LLC | 17,623 | $5.67M | 1.05% | +497+2.9% | Added |
| Provenance Wealth Advisors, LLC | 17,931 | $5.66M | 0.91% | +17,931 | New |
| United Bank | 17,912 | $5.66M | 3.38% | −406−2.2% | Reduced |
| Tower View Investment Management & Research LLC | 17,906 | $5.65M | 3.97% | +1,214+7.3% | Added |
| Security National Bank of Sioux City Iowa | 17,905 | $5.65M | 4.41% | −355−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 17,900 | $5.65M | 1.60% | −800−4.3% | Reduced |
| Pacitti Group Inc. | 17,897 | $5.65M | 3.95% | −187−1.0% | Reduced |
| Corundum Group, Inc. | 17,878 | $5.64M | 3.21% | −922−4.9% | Reduced |
| Ramirez Asset Management, Inc. | 17,856 | $5.64M | 1.21% | +17,856 | New |
| Callan Capital, LLC | 17,850 | $5.64M | 0.60% | +1,817+11.3% | Added |
| Highline Wealth Partners LLC | 17,833 | $5.63M | 3.48% | +511+3.0% | Added |
| Wealth Dimensions Group, Ltd. | 17,805 | $5.62M | 2.04% | +290+1.7% | Added |
| Kolinsky Wealth Management, LLC | 17,802 | $5.62M | 5.58% | +339+1.9% | Added |
| Intrua Financial, LLC | 17,789 | $5.62M | 1.02% | −232−1.3% | Reduced |
| Abacus Planning Group, Inc. | 17,782 | $5.61M | 1.37% | −621−3.4% | Reduced |
| American Trust Investment Advisors, LLC | 17,767 | $5.61M | 3.10% | +165+0.9% | Added |
| Optimum Investment Advisors | 17,764 | $5.61M | 2.87% | −450−2.5% | Reduced |
| StrongBox Wealth, LLC | 17,758 | $5.61M | 3.57% | +504+2.9% | Added |
| Stolper Co | 17,753 | $5.61M | 2.43% | −23−0.1% | Reduced |
| IronBridge Private Wealth, LLC | 17,752 | $5.61M | 3.04% | +10,665+150.5% | Added |
| Peninsula Asset Management Inc | 17,752 | $5.61M | 3.54% | −335−1.9% | Reduced |
| Insight Advisors, LLC | 17,743 | $5.60M | 1.28% | +451+2.6% | Added |
| Phoenix Wealth Advisors | 17,742 | $5.60M | 3.29% | +147+0.8% | Added |
| Lynch Asset Management, Inc. | 17,700 | $5.59M | 3.67% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 17,677 | $5.58M | 1.66% | +312+1.8% | Added |
| JJJ Advisors Inc. | 17,663 | $5.58M | 1.47% | +7,359+71.4% | Added |
| David R. Rahn & Associates Inc. | 17,660 | $5.58M | 2.85% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 17,640 | $5.57M | 2.54% | +17,640 | New |
| Core Wealth Partners LLC | 17,638 | $5.57M | 5.06% | +88+0.5% | Added |
| S. R. Schill & Associates | 17,634 | $5.57M | 2.70% | +123+0.7% | Added |
| Eley Financial Management, Inc | 17,747 | $5.57M | 2.84% | −107−0.6% | Reduced |