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 |
|---|---|---|---|---|---|
| Seldon Capital LP | 15,834 | $5.00M | 4.65% | +2,108+15.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,829 | $5.00M | 2.97% | +30.0% | Added |
| Bridgecreek Investment Management, LLC | 15,816 | $4.99M | 1.02% | +91+0.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,773 | $4.98M | 1.69% | +31+0.2% | Added |
| Prudent Man Advisors, LLC | 15,756 | $4.97M | 1.97% | −810−4.9% | Reduced |
| Shilanski & Associates, Inc. | 15,715 | $4.96M | 2.03% | +298+1.9% | Added |
| Stableford Capital II LLC | 15,124 | $4.96M | 2.28% | −98−0.6% | Reduced |
| Green Square Capital Advisors LLC | 15,699 | $4.96M | 0.66% | +76+0.5% | Added |
| Highview Capital Management LLC | 15,683 | $4.95M | 2.83% | −48−0.3% | Reduced |
| Dillon & Associates Inc | 15,615 | $4.93M | 0.95% | −144−0.9% | Reduced |
| Gray Wealth Management Inc. | 15,611 | $4.93M | 2.53% | +281+1.8% | Added |
| Sage Rhino Capital LLC | 15,576 | $4.92M | 1.38% | −108−0.7% | Reduced |
| Garrison Bradford & Associates Inc | 15,564 | $4.91M | 5.80% | +966+6.6% | Added |
| Affinity Investment Advisors, LLC | 15,537 | $4.91M | 3.17% | +3,960+34.2% | Added |
| Reik & Co., LLC | 15,532 | $4.90M | 1.44% | −1,827−10.5% | Reduced |
| Red Spruce Capital, LLC | 15,527 | $4.90M | 2.78% | +229+1.5% | Added |
| Ardsley Advisory Partners LP | 15,500 | $4.90M | 1.33% | −7,750−33.3% | Reduced |
| Werlinich Asset Management, LLC | 15,486 | $4.89M | 4.04% | −499−3.1% | Reduced |
| Beech Hill Advisors, Inc. | 15,477 | $4.89M | 2.46% | +120+0.8% | Added |
| Nikulski Financial, Inc. | 15,446 | $4.88M | 2.02% | +612+4.1% | Added |
| Capstone Triton Financial Group, LLC | 15,422 | $4.87M | 3.56% | +239+1.6% | Added |
| Watchman Group, Inc. | 15,416 | $4.87M | 2.07% | −2,186−12.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,413 | $4.87M | 3.41% | +89+0.6% | Added |
| Castellan Group, LLC | 15,388 | $4.86M | 3.41% | −821−5.1% | Reduced |
| AllGen Financial Advisors, Inc. | 15,378 | $4.86M | 3.45% | −129−0.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 14,775 | $4.85M | 3.50% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 15,343 | $4.84M | 3.22% | −118−0.8% | Reduced |
| Rosenbaum Jay D. | 15,340 | $4.84M | 8.12% | −895−5.5% | Reduced |
| Wealthquest Corp | 15,331 | $4.84M | 0.59% | +1,379+9.9% | Added |
| Perkins Capital Management Inc | 15,326 | $4.84M | 4.80% | 00.0% | Unchanged |
| Legacy CG, LLC | 15,316 | $4.84M | 2.25% | −661−4.1% | Reduced |
| Curated Wealth Partners LLC | 15,301 | $4.83M | 0.88% | +37+0.2% | Added |
| Guardian Investment Management | 15,300 | $4.83M | 4.42% | −885−5.5% | Reduced |
| Weaver Consulting Group | 15,299 | $4.83M | 2.18% | −277−1.8% | Reduced |
| Duality Advisers, LP | 15,278 | $4.82M | 0.58% | +15,278 | New |
| Bassett Hargrove Investment Counsel, LLC | 15,268 | $4.82M | 8.09% | −27−0.2% | Reduced |
| WNY Asset Management, LLC | 15,256 | $4.82M | 0.94% | −39−0.3% | Reduced |
| Kowal Investment Group, LLC | 15,236 | $4.81M | 1.30% | −34−0.2% | Reduced |
| Norway Savings Bank | 15,232 | $4.81M | 2.37% | +13+0.1% | Added |
| Thornburg Investment Management Inc | 15,224 | $4.81M | 0.08% | +10.0% | Added |
| Summit Asset Management, LLC | 15,223 | $4.81M | 1.31% | +436+2.9% | Added |
| Integris Wealth Management, LLC | 15,195 | $4.80M | 1.57% | −213−1.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 15,182 | $4.79M | 1.27% | +144+1.0% | Added |
| Adams Asset Advisors, LLC | 15,177 | $4.79M | 0.64% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 15,175 | $4.79M | 0.71% | +668+4.6% | Added |
| Lazari Capital Management, Inc. | 15,161 | $4.79M | 2.86% | +561+3.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 15,154 | $4.79M | 4.43% | −1,521−9.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15,149 | $4.78M | 2.55% | +15,149 | New |
| Sugarloaf Wealth Management, LLC | 15,126 | $4.78M | 1.21% | −991−6.1% | Reduced |
| Home Federal Bank of Tennessee | 15,116 | $4.77M | 1.77% | −164−1.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 15,104 | $4.77M | 2.24% | +267+1.8% | Added |
| Citadel Investment Advisory, Inc. | 15,091 | $4.76M | 3.12% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 15,087 | $4.76M | 1.07% | +359+2.4% | Added |
| Waterloo Capital, L.P. | 15,083 | $4.76M | 1.40% | +1,610+11.9% | Added |
| Eagle Bay Advisors LLC | 15,065 | $4.76M | 2.21% | +2,984+24.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,064 | $4.76M | 5.44% | −20.0% | Reduced |
| W Advisors, LLC | 15,059 | $4.76M | 3.91% | +327+2.2% | Added |
| Matisse Capital | 15,058 | $4.75M | 3.36% | −3,364−18.3% | Reduced |
| Private Capital Management LLC | 15,054 | $4.75M | 1.37% | +212+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 15,045 | $4.75M | 0.47% | +7,054+88.3% | Added |
| Global Trust Asset Management, LLC | 15,036 | $4.75M | 2.27% | +138+0.9% | Added |
| Athena Investment Management | 15,035 | $4.75M | 3.40% | −193−1.3% | Reduced |
| Global Financial Private Client, LLC | 14,742 | $4.74M | 2.45% | +30.0% | Added |
| Oxinas Partners Wealth Management LLC | 15,017 | $4.74M | 3.53% | −903−5.7% | Reduced |
| Imprint Wealth LLC | 15,017 | $4.74M | 4.01% | −1,979−11.6% | Reduced |
| Saber Capital Managment, LLC | 15,011 | $4.74M | 8.34% | −7,710−33.9% | Reduced |
| waypoint wealth counsel | 15,008 | $4.74M | 4.47% | +156+1.1% | Added |
| Marion Wealth Management | 15,002 | $4.74M | 1.67% | +1,376+10.1% | Added |
| Ally Financial Inc. | 15,000 | $4.74M | 0.70% | +15,000 | New |
| Forge First Asset Management Inc. | 15,000 | $4.74M | 2.56% | +15,000 | New |
| Powers Advisory Group, LLC | 14,995 | $4.73M | 3.22% | −126−0.8% | Reduced |
| Palumbo Wealth Management LLC | 14,974 | $4.73M | 2.60% | +2,006+15.5% | Added |
| W.H. Cornerstone Investments Inc. | 14,974 | $4.73M | 4.16% | +126+0.8% | Added |
| Addison Advisors LLC | 14,946 | $4.72M | 2.20% | +182+1.2% | Added |
| Waterfront Wealth Inc. | 14,301 | $4.72M | 1.54% | +502+3.6% | Added |
| Wealth Architects, LLC | 14,944 | $4.72M | 0.80% | +287+2.0% | Added |
| Viawealth, LLC | 14,937 | $4.72M | 3.46% | −3,265−17.9% | Reduced |
| Harvey Investment Co LLC | 14,916 | $4.71M | 0.62% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 15,013 | $4.71M | 4.69% | +156+1.1% | Added |
| Dover Advisors, LLC | 14,884 | $4.70M | 4.75% | −65−0.4% | Reduced |
| Financial Avengers, Inc. | 14,853 | $4.69M | 3.13% | +410+2.8% | Added |
| Modus Advisors, LLC | 14,845 | $4.69M | 2.04% | +250+1.7% | Added |
| Rational Advisors LLC | 14,833 | $4.69M | 0.42% | +932+6.7% | Added |
| Compass Ion Advisors, LLC | 14,833 | $4.68M | 0.80% | +9,594+183.1% | Added |
| Spouting Rock Asset Management, LLC | 14,825 | $4.68M | 1.50% | +3,142+26.9% | Added |
| Dohj, LLC | 14,528 | $4.68M | 2.09% | −246−1.7% | Reduced |
| St. Johns Investment Management Company, LLC | 14,806 | $4.67M | 2.67% | +845+6.1% | Added |
| Veracity Capital LLC | 14,802 | $4.67M | 2.18% | +729+5.2% | Added |
| Semmax Financial Advisors Inc. | 12,711 | $4.66M | 1.87% | +12,711 | New |
| Bond & Devick Financial Network, Inc. | 14,754 | $4.66M | 3.00% | +15+0.1% | Added |
| Hourglass Capital, LLC | 14,723 | $4.65M | 1.64% | −37−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 14,721 | $4.65M | 2.02% | −202−1.4% | Reduced |
| Gradient Capital Advisors, LLC | 14,722 | $4.65M | 1.94% | +131+0.9% | Added |
| Stanley Capital Management, LLC | 14,695 | $4.64M | 1.24% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 14,694 | $4.64M | 1.30% | −427−2.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 14,676 | $4.63M | 2.26% | −180−1.2% | Reduced |
| American State Bank (Iowa) | 14,670 | $4.63M | 3.32% | −75−0.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14,665 | $4.63M | 3.45% | +320+2.2% | Added |
| Aberdeen Wealth Management LLC | 14,643 | $4.62M | 3.48% | −99−0.7% | Reduced |
| Wolff Wiese Magana LLC | 14,637 | $4.62M | 3.76% | −599−3.9% | Reduced |