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 |
|---|---|---|---|---|---|
| Essex LLC | 17,626 | $5.57M | 1.56% | +592+3.5% | Added |
| Cohen Investment Advisors LLC | 17,599 | $5.56M | 4.47% | +1,054+6.4% | Added |
| Apriem Advisors | 17,579 | $5.55M | 0.81% | +612+3.6% | Added |
| Amarillo National Bank | 17,563 | $5.55M | 1.16% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 17,556 | $5.54M | 2.43% | −56−0.3% | Reduced |
| Acropolis Investment Management, LLC | 17,520 | $5.53M | 0.43% | +1,385+8.6% | Added |
| Garrison Point Advisors, LLC | 17,509 | $5.53M | 4.28% | −194−1.1% | Reduced |
| MSH Capital Advisors LLC | 17,489 | $5.52M | 2.17% | −890−4.8% | Reduced |
| Independence Bank of Kentucky | 17,471 | $5.52M | 2.33% | +1,245+7.7% | Added |
| Fernwood Investment Management, LLC | 18,177 | $5.52M | 1.98% | +473+2.7% | Added |
| Wunderlich Capital Managemnt | 17,445 | $5.51M | 2.72% | +10+0.1% | Added |
| Old Mission Investment Co LLC | 17,431 | $5.50M | 2.14% | +134+0.8% | Added |
| Mirabella Financial Services LLP | 17,421 | $5.50M | 0.78% | −7,099−29.0% | Reduced |
| Retirement Solution Inc. | 17,382 | $5.49M | 1.81% | +480+2.8% | Added |
| Arlington Partners LLC | 17,368 | $5.48M | 2.25% | −18,218−51.2% | Reduced |
| Arlington Trust Co LLC | 17,368 | $5.48M | 2.25% | +17,368 | New |
| SkyOak Wealth, LLC | 17,344 | $5.48M | 1.60% | +366+2.2% | Added |
| Millennium Capital Advisors, LLC | 17,326 | $5.47M | 4.67% | +431+2.6% | Added |
| Baystate Wealth Management LLC | 17,319 | $5.47M | 0.45% | +864+5.3% | Added |
| Advisory Alpha, LLC | 17,282 | $5.46M | 0.28% | +175+1.0% | Added |
| Cox Capital Mgt LLC | 17,275 | $5.45M | 3.84% | +683+4.1% | Added |
| HHM Wealth Advisors, LLC | 17,269 | $5.45M | 1.07% | −120−0.7% | Reduced |
| Atom Investors LP | 17,247 | $5.45M | 1.24% | +8,717+102.2% | Added |
| Sitrin Capital Management LLC | 17,224 | $5.44M | 3.40% | −1,972−10.3% | Reduced |
| Capital Advisors, Ltd. LLC | 17,209 | $5.43M | 0.83% | −146−0.8% | Reduced |
| Sender Co & Partners, Inc. | 17,202 | $5.43M | 8.92% | +17,202 | New |
| Palogic Value Management, L.P. | 17,190 | $5.43M | 2.68% | −63−0.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 16,781 | $5.42M | 2.90% | +16,781 | New |
| Gs Investments, Inc. | 17,178 | $5.42M | 3.09% | −269−1.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 17,162 | $5.42M | 1.93% | +105+0.6% | Added |
| Cloverfields Capital Group, LP | 17,156 | $5.42M | 2.44% | −341−1.9% | Reduced |
| Liberty Wealth Management LLC | 17,144 | $5.41M | 1.35% | +114+0.7% | Added |
| Oxford Financial Group Ltd | 17,142 | $5.41M | 0.47% | −1,595−8.5% | Reduced |
| Strategic Financial Services, Inc, | 17,137 | $5.41M | 0.42% | −868−4.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 17,120 | $5.41M | 2.36% | +960+5.9% | Added |
| Capital Advantage, Inc. | 17,116 | $5.40M | 1.16% | +181+1.1% | Added |
| Boltwood Capital Management | 17,112 | $5.40M | 2.00% | −161−0.9% | Reduced |
| Channel Wealth LLC | 17,104 | $5.40M | 3.02% | +790+4.8% | Added |
| Beaumont Asset Management, L.L.C. | 17,084 | $5.39M | 4.43% | −1,806−9.6% | Reduced |
| Widmann Financial Services, Inc. | 17,041 | $5.38M | 5.36% | +49+0.3% | Added |
| Sonnipe Ltd | 17,032 | $5.38M | 0.78% | +312+1.9% | Added |
| NCM Capital Management, LLC | 17,002 | $5.37M | 3.82% | +761+4.7% | Added |
| Ion Asset Management Ltd. | 17,000 | $5.37M | 0.56% | −15,000−46.9% | Reduced |
| Monetta Financial Services Inc | 17,000 | $5.37M | 5.85% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 16,960 | $5.36M | 6.65% | +1,325+8.5% | Added |
| Karpas Strategies, LLC | 16,945 | $5.35M | 1.96% | −605−3.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,167 | $5.33M | 4.43% | +204+1.5% | Added |
| Kenfarb & Co. | 16,845 | $5.32M | 4.86% | −710−4.0% | Reduced |
| Teza Capital Management LLC | 16,802 | $5.31M | 0.86% | −10,969−39.5% | Reduced |
| Coastal Bridge Advisors, LLC | 16,800 | $5.30M | 1.42% | +885+5.6% | Added |
| Pflug Koory, LLC | 16,788 | $5.30M | 3.07% | −54−0.3% | Reduced |
| Vivaldi Capital Management, LLC | 16,776 | $5.30M | 1.73% | +408+2.5% | Added |
| TrimTabs Asset Management, LLC | 16,748 | $5.29M | 2.81% | −4,076−19.6% | Reduced |
| ICA Group Wealth Management, LLC | 16,692 | $5.28M | 1.48% | −180−1.1% | Reduced |
| McAdam, LLC | 16,690 | $5.27M | 0.43% | +374+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 16,645 | $5.26M | 1.87% | −277−1.6% | Reduced |
| Triasima Portfolio Management inc. | 16,606 | $5.24M | 0.48% | +4,339+35.4% | Added |
| S.A. Mason LLC | 16,562 | $5.23M | 3.77% | −2,322−12.3% | Reduced |
| Atticus Wealth Management, LLC | 16,534 | $5.22M | 2.00% | −26−0.2% | Reduced |
| Shayne & Co., LLC | 16,518 | $5.22M | 1.74% | +170+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,934 | $5.21M | 0.71% | −839−5.0% | Reduced |
| Noesis Capital Mangement Corp | 16,512 | $5.21M | 1.37% | −115−0.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 16,501 | $5.21M | 2.29% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 16,453 | $5.20M | 3.97% | +4,592+38.7% | Added |
| Trellis Wealth Advisors LLC | 16,440 | $5.19M | 3.27% | −34−0.2% | Reduced |
| West Family Investments, Inc. | 16,430 | $5.19M | 1.81% | −534−3.1% | Reduced |
| Legal Advantage Investments, Inc. | 16,420 | $5.18M | 3.70% | +119+0.7% | Added |
| Capital Financial Planning, LLC | 16,413 | $5.18M | 2.09% | +1,258+8.3% | Added |
| Prosperity Financial Group, Inc. | 16,403 | $5.18M | 4.28% | +826+5.3% | Added |
| Eaton Financial Holdings Company, LLC | 16,380 | $5.17M | 1.39% | +2,463+17.7% | Added |
| Bessemer Securities LLC | 16,367 | $5.17M | 7.16% | −14,206−46.5% | Reduced |
| Truepoint, Inc. | 16,365 | $5.17M | 0.17% | +9,973+156.0% | Added |
| Prairie Sky Financial Group LLC | 16,332 | $5.16M | 3.63% | +241+1.5% | Added |
| Grant/GrossMendelsohn, LLC | 16,302 | $5.15M | 2.23% | −53−0.3% | Reduced |
| Ayalon Holdings Ltd. | 16,288 | $5.14M | 2.17% | +725+4.7% | Added |
| GraniteShares Advisors LLC | 16,260 | $5.13M | 4.79% | −4,170−20.4% | Reduced |
| Centennial Bank | 16,236 | $5.13M | 3.54% | +676+4.3% | Added |
| Investors Asset Management of Georgia Inc | 16,037 | $5.11M | 2.83% | −135−0.8% | Reduced |
| Fortune Financial Advisors, LLC | 16,185 | $5.11M | 3.91% | +42+0.3% | Added |
| Page Arthur B | 16,179 | $5.11M | 5.30% | −748−4.4% | Reduced |
| Tradewinds Capital Management, LLC | 16,177 | $5.11M | 1.75% | +17+0.1% | Added |
| Brookmont Capital Management | 16,162 | $5.10M | 3.18% | −82−0.5% | Reduced |
| Chickasaw Capital Management LLC | 16,161 | $5.10M | 0.27% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 16,153 | $5.10M | 2.63% | +95+0.6% | Added |
| TCWP LLC | 16,124 | $5.09M | 3.88% | −2,563−13.7% | Reduced |
| Financial Advisory Partners, LLC | 16,119 | $5.09M | 2.05% | −18−0.1% | Reduced |
| GSB Wealth Management, LLC | 16,102 | $5.08M | 1.70% | +315+2.0% | Added |
| Alera Investment Advisors, LLC | 16,073 | $5.08M | 0.84% | −1,020−6.0% | Reduced |
| Frank, Rimerman Advisors LLC | 16,063 | $5.07M | 1.23% | +761+5.0% | Added |
| JSF Financial, LLC | 16,055 | $5.07M | 1.96% | −453−2.7% | Reduced |
| Aveo Capital Partners, LLC | 16,046 | $5.07M | 0.67% | +1,527+10.5% | Added |
| Harbor Advisory Corp | 16,007 | $5.05M | 1.83% | −599−3.6% | Reduced |
| Privium Fund Management B.V. | 16,000 | $5.05M | 1.50% | 00.0% | Unchanged |
| First Pacific Financial | 15,983 | $5.05M | 2.25% | −776−4.6% | Reduced |
| Am Investment Strategies LLC | 15,907 | $5.02M | 1.63% | +43+0.3% | Added |
| ABLE Financial Group, LLC | 15,886 | $5.02M | 2.51% | +669+4.4% | Added |
| Howard Financial Services, Ltd. | 15,882 | $5.01M | 1.15% | +1,364+9.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,873 | $5.01M | 0.49% | +15,873 | New |
| ICW Investment Advisors LLC | 15,864 | $5.01M | 2.69% | +542+3.5% | Added |
| Edgestream Partners, L.P. | 15,835 | $5.00M | 0.40% | +8,532+116.8% | Added |