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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 14,630 | $4.62M | 1.53% | +606+4.3% | Added |
| Financial Management Network Inc | 14,475 | $4.62M | 1.53% | +388+2.8% | Added |
| Kampmann Melissa S. | 14,598 | $4.61M | 4.45% | +14,598 | New |
| Jmac Enterprises LLC | 14,561 | $4.60M | 1.14% | −822−5.3% | Reduced |
| Ocean Capital Management, LLC | 14,561 | $4.60M | 2.13% | +1,768+13.8% | Added |
| First Business Financial Services, Inc. | 14,559 | $4.60M | 0.59% | +165+1.1% | Added |
| Butensky & Cohen Financial Security, Inc | 14,553 | $4.60M | 1.67% | +448+3.2% | Added |
| Dempze Nancy E | 14,530 | $4.59M | 4.12% | −27−0.2% | Reduced |
| Clean Yield Group | 13,777 | $4.58M | 2.03% | +212+1.6% | Added |
| Barr E S & Co | 14,477 | $4.57M | 0.33% | +135+0.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 14,453 | $4.56M | 4.15% | −641−4.2% | Reduced |
| UMA Financial Services, Inc. | 13,827 | $4.56M | 1.17% | −13−0.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,439 | $4.56M | 1.49% | +229+1.6% | Added |
| Sterling Investment Counsel, LLC | 14,430 | $4.56M | 2.61% | +59+0.4% | Added |
| NewSquare Capital LLC | 14,419 | $4.55M | 0.48% | +846+6.2% | Added |
| KCS Wealth Advisory | 14,416 | $4.55M | 1.94% | −5,513−27.7% | Reduced |
| New England Research & Management, Inc. | 14,398 | $4.55M | 2.59% | +300+2.1% | Added |
| Advisory Services & Investments, LLC | 14,397 | $4.55M | 4.00% | +106+0.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,384 | $4.54M | 1.05% | +415+3.0% | Added |
| Insight Wealth Strategies, LLC | 14,369 | $4.54M | 0.88% | +524+3.8% | Added |
| SC&H Financial Advisors, Inc. | 14,336 | $4.53M | 1.51% | −124−0.9% | Reduced |
| First National Bank of Hutchinson | 14,305 | $4.52M | 3.42% | −330−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 14,297 | $4.51M | 2.07% | −433−2.9% | Reduced |
| Madden Advisory Services, Inc. | 14,296 | $4.51M | 2.86% | +252+1.8% | Added |
| Long Run Wealth Advisors, LLC | 14,268 | $4.51M | 1.46% | +285+2.0% | Added |
| Altman Advisors, Inc. | 14,263 | $4.50M | 2.81% | +14,263 | New |
| Vickerman Investment Advisors, Inc. | 14,253 | $4.50M | 1.84% | −278−1.9% | Reduced |
| Sutton Wealth Advisors Inc. | 14,251 | $4.50M | 2.21% | +504+3.7% | Added |
| HMS Capital Management, LLC | 14,244 | $4.50M | 2.98% | −283−1.9% | Reduced |
| Capstone Financial Advisors, Inc. | 14,239 | $4.50M | 0.35% | +988+7.5% | Added |
| Old North State Trust, LLC | 14,226 | $4.49M | 3.50% | −299−2.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,208 | $4.49M | 2.95% | −70−0.5% | Reduced |
| Port Capital LLC | 14,201 | $4.48M | 0.28% | −93−0.7% | Reduced |
| Clay Northam Wealth Management, LLC | 14,164 | $4.47M | 4.44% | −119−0.8% | Reduced |
| REDW Wealth LLC | 14,153 | $4.47M | 1.38% | −154−1.1% | Reduced |
| Invst, LLC | 14,147 | $4.47M | 0.65% | +1,089+8.3% | Added |
| Trustco Bank Corp N Y | 14,145 | $4.47M | 5.09% | −778−5.2% | Reduced |
| Atwater Malick LLC | 14,138 | $4.46M | 1.96% | +496+3.6% | Added |
| Hubbell Strickland Wealth Management, LLC | 14,138 | $4.46M | 2.67% | +70.0% | Added |
| McGowan Group Asset Management, Inc. | 14,116 | $4.46M | 0.70% | +3,857+37.6% | Added |
| Paragon Private Wealth Management, LLC | 14,115 | $4.46M | 3.68% | +308+2.2% | Added |
| Lodestone Wealth Management LLC | 14,103 | $4.45M | 3.14% | +68+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,103 | $4.45M | 2.86% | −49−0.3% | Reduced |
| Vectors Research Management, LLC | 17,935 | $4.45M | 1.44% | −841−4.5% | Reduced |
| Gould Capital, LLC | 13,819 | $4.45M | 3.59% | −423−3.0% | Reduced |
| Global Endowment Management, LP | 14,064 | $4.44M | 0.48% | +8,298+143.9% | Added |
| SFE Investment Counsel | 14,050 | $4.44M | 1.29% | +747+5.6% | Added |
| Patron Partners Advisors, LLC | 14,047 | $4.44M | 3.27% | −62−0.4% | Reduced |
| Monticello Wealth Management, LLC | 14,047 | $4.44M | 0.44% | +2,629+23.0% | Added |
| Orser Capital Management, LLC | 14,019 | $4.43M | 4.47% | +150+1.1% | Added |
| Successful Portfolios LLC | 14,016 | $4.43M | 3.92% | −60−0.4% | Reduced |
| Sweet Financial Partners, LLC | 14,017 | $4.43M | 1.17% | +716+5.4% | Added |
| Stamos Capital Partners, L.P. | 14,010 | $4.42M | 0.99% | −430−3.0% | Reduced |
| Yost Capital Management, LP | 14,000 | $4.42M | 4.76% | +2,000+16.7% | Added |
| Strengthening Families & Communities, LLC | 13,972 | $4.41M | 1.91% | −578−4.0% | Reduced |
| First Heartland Consultants, Inc. | 13,954 | $4.41M | 0.56% | +675+5.1% | Added |
| Quantum Financial Advisors, LLC | 13,949 | $4.40M | 1.29% | +718+5.4% | Added |
| Howard Capital Management Inc. | 13,943 | $4.40M | 0.59% | +373+2.7% | Added |
| North Ridge Wealth Advisors, Inc. | 13,943 | $4.40M | 4.29% | −50.0% | Reduced |
| Optimas Capital Ltd | 13,938 | $4.40M | 3.02% | −1,874−11.9% | Reduced |
| Rockingstone Advisors LLC | 13,928 | $4.40M | 2.43% | +451+3.3% | Added |
| Berkeley Capital Partners, LLC | 13,899 | $4.39M | 1.58% | +522+3.9% | Added |
| Riverview Trust Co | 13,887 | $4.38M | 3.89% | +342+2.5% | Added |
| Hemington Wealth Management | 13,884 | $4.38M | 2.08% | −1,068−7.1% | Reduced |
| TFC Financial Management | 13,880 | $4.38M | 1.05% | +381+2.8% | Added |
| Richelieu Gestion PLC | 13,861 | $4.38M | 4.07% | +1,405+11.3% | Added |
| Kessler Investment Group, LLC | 13,861 | $4.38M | 3.67% | +144+1.0% | Added |
| Creative Financial Designs Inc | 13,788 | $4.35M | 0.51% | −236−1.7% | Reduced |
| Cape Investment Advisory, Inc. | 13,785 | $4.35M | 2.47% | +306+2.3% | Added |
| SAM Advisors, LLC | 13,783 | $4.35M | 1.89% | +699+5.3% | Added |
| Alan B. Lancz & Associates, Inc. | 13,766 | $4.35M | 4.94% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 13,760 | $4.34M | 2.27% | −200−1.4% | Reduced |
| KWB Wealth | 12,748 | $4.34M | 0.70% | −279−2.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,748 | $4.34M | 2.28% | +608+4.6% | Added |
| Aspen Grove Capital, LLC | 13,747 | $4.34M | 1.61% | −5,199−27.4% | Reduced |
| Kerrisdale Advisers, LLC | 13,747 | $4.34M | 1.37% | −479−3.4% | Reduced |
| 626 Financial, LLC | 13,723 | $4.33M | 2.93% | +21+0.2% | Added |
| Centurion Wealth Management LLC | 13,699 | $4.33M | 2.12% | −3,010−18.0% | Reduced |
| LifeSteps Financial, Inc. | 13,665 | $4.31M | 4.39% | +186+1.4% | Added |
| Gemmer Asset Management LLC | 13,656 | $4.31M | 0.58% | −80−0.6% | Reduced |
| Legacy Capital Group California, Inc. | 13,652 | $4.31M | 1.85% | +1,396+11.4% | Added |
| Gateway Wealth Partners, LLC | 13,636 | $4.31M | 0.78% | +973+7.7% | Added |
| Blue Investment Partners LLC | 13,634 | $4.30M | 3.42% | +403+3.0% | Added |
| UBS Oconnor LLC | 13,633 | $4.30M | 0.08% | +141+1.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 13,601 | $4.29M | 3.87% | −358−2.6% | Reduced |
| Qsemble Capital Management, LP | 13,600 | $4.29M | 0.80% | +8,650+174.7% | Added |
| Vetamer Capital Management, L.P. | 13,594 | $4.29M | 7.90% | −9−0.1% | Reduced |
| Palouse Capital Management, Inc. | 13,592 | $4.29M | 3.19% | −172−1.2% | Reduced |
| Addison Capital Co | 13,584 | $4.29M | 3.34% | −395−2.8% | Reduced |
| Benchmark Investment Advisors LLC | 13,553 | $4.28M | 4.32% | −105−0.8% | Reduced |
| Invesco, LLC | 13,535 | $4.27M | 2.15% | +696+5.4% | Added |
| Bowman & Co S.C. | 13,512 | $4.27M | 3.40% | +526+4.1% | Added |
| Van Den Berg Management I, Inc | 13,504 | $4.26M | 1.49% | −39−0.3% | Reduced |
| Applied Capital LLC | 13,485 | $4.26M | 4.24% | −188−1.4% | Reduced |
| Great Point Wealth Advisors, LLC | 13,480 | $4.26M | 1.28% | +734+5.8% | Added |
| Roof Eidam & Maycock | 13,474 | $4.25M | 1.40% | +121+0.9% | Added |
| McLean Asset Management Corp | 12,939 | $4.25M | 1.74% | +78+0.6% | Added |
| Stiles Financial Services Inc | 13,453 | $4.25M | 2.20% | +403+3.1% | Added |
| Deuterium Capital Management, LLC | 13,304 | $4.24M | 10.19% | −6,174−31.7% | Reduced |
| River & Mercantile Asset Management LLP | 13,427 | $4.24M | 0.99% | −1,779−11.7% | Reduced |