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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; 6,248 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
4,861
+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
2,207 more added
Sold out
90
2,102 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.

Institutional holdersQ3 2023: 4,861 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,248 institutions
Value heldQ3 2023: $1.66T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,248$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2023.

Institutions holding MSFT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MAI Capital Management776,698$245.2M3.67%−16,234−2.0%Reduced
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV775,200$244.8M19.98%−1,700−0.2%Reduced
Oregon Public Employees Retirement Fund772,315$243.9M3.37%−89,179−10.4%Reduced
Williams Jones Wealth Management, LLC.766,027$241.9M3.72%+32,716+4.5%Added
Cresset Asset Management, LLC762,366$240.7M1.67%−65,353−7.9%Reduced
Granite Bay Wealth Management, LLC728,297$240.0M2.36%+728,297New
Intermede Investment Partners Ltd759,038$239.7M6.14%−30,078−3.8%Reduced
HM Payson & Co758,877$239.6M5.62%−743−0.1%Reduced
Aristotle Atlantic Partners, LLC757,977$239.3M9.58%−21,092−2.7%Reduced
Waverton Investment Management Ltd751,812$237.4M6.86%+29,650+4.1%Added
Johnson Investment Counsel Inc748,368$236.3M3.04%−1,615−0.2%Reduced
Coldstream Capital Management Inc744,383$235.0M7.68%−15,289−2.0%Reduced
Laird Norton Trust Company, LLC743,212$234.7M30.19%−33,839−4.4%Reduced
Two Sigma Investments, LP740,263$233.7M0.65%+733,563+10,948.7%Added
Tiaa Trust, National Association738,793$233.3M0.84%+738,793New
Erste Asset Management GmbH741,887$233.0M4.01%+34,673+4.9%Added
Border to Coast Pensions Partnership Ltd741,000$232.4M6.18%−34,710−4.5%Reduced
Louisiana State Employees Retirement System734,200$231.8M5.32%−82,600−10.1%Reduced
D.A. Davidson & Co.727,981$229.9M2.49%−2,426−0.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S725,730$229.1M5.33%+58,403+8.8%Added
Clal Insurance Enterprises Holdings Ltd725,000$228.9M3.19%+224,000+44.7%Added
Capital International Inc723,809$228.5M4.38%+16,567+2.3%Added
Oppenheimer & Co Inc719,268$227.1M4.69%+4,874+0.7%Added
Marsico Capital Management LLC715,824$226.0M9.68%00.0%Unchanged
Financial Counselors Inc712,652$225.0M4.50%−2,309−0.3%Reduced
Perpetual Ltd706,663$223.1M2.31%−56,648−7.4%Reduced
Wafra Inc.702,715$221.9M7.40%+64,961+10.2%Added
Fiduciary Trust Co702,120$221.7M4.05%−13,665−1.9%Reduced
Pictet & Cie (Europe) SA701,581$221.5M7.72%+8,032+1.2%Added
CWM, LLC701,305$221.4M1.36%+47,444+7.3%Added
E. Ohman J:or Asset Management AB699,387$220.8M8.32%+3,260+0.5%Added
Brighton Jones LLC698,968$220.7M11.19%+39,791+6.0%Added
Ofi Invest Asset Management737,050$220.1M7.94%+95,844+14.9%Added
Gulf International Bank (UK) Ltd690,296$218.0M6.17%−72,441−9.5%Reduced
GWM Advisors LLC687,483$217.1M2.39%+51,465+8.1%Added
Oppenheimer Asset Management Inc.685,930$216.6M3.32%−2,044−0.3%Reduced
CCLA Investment Management Ltd681,522$215.1M4.02%−1,719−0.3%Reduced
Banco Santander, S.A.679,392$214.5M3.04%+103,562+18.0%Added
Douglass Winthrop Advisors, LLC667,688$210.8M5.22%−23,936−3.5%Reduced
Beacon Pointe Advisors, LLC667,659$210.8M2.63%+152,571+29.6%Added
Morningstar Investment Services LLC669,395$210.0M2.69%−531−0.1%Reduced
Lido Advisors, LLC661,387$208.8M2.34%+67,324+11.3%Added
Pacer Advisors, Inc.657,708$207.7M0.80%−50,441−7.1%Reduced
Kestra Advisory Services, LLC655,910$207.1M2.04%+33,051+5.3%Added
Atreides Management, LP649,162$205.0M7.13%+649,162New
Veritas Investment Partners (UK) Ltd.648,130$204.6M5.48%−1,514−0.2%Reduced
Colony Group LLC646,720$204.2M3.07%−14,349−2.2%Reduced
Dai-Ichi Life Insurance Company, Ltd646,577$204.2M4.50%−11,986−1.8%Reduced
Riverbridge Partners LLC642,006$202.7M2.77%−27,179−4.1%Reduced
Diamond Hill Capital Management Inc638,766$201.7M0.98%−284,025−30.8%Reduced
Kornitzer Capital Management Inc637,727$201.4M4.16%−8,706−1.3%Reduced
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund631,646$199.4M11.65%−202,235−24.3%Reduced
Guinness Asset Management LTD622,399$196.5M4.52%+19,468+3.2%Added
Focused Investors LLC622,150$196.4M6.99%−9,200−1.5%Reduced
Segall Bryant & Hamill, LLC620,986$196.1M2.27%−37,140−5.6%Reduced
EP Wealth Advisors, LLC617,913$195.1M3.03%+567,913+1,135.8%Added
Crestwood Advisors Group LLC615,653$194.4M5.10%+4,396+0.7%Added
Maplelane Capital, LLC611,000$192.9M20.53%+235,000+62.5%Added
Wealthfront Advisers LLC609,782$192.5M0.83%−1,767−0.3%Reduced
Westwood Holdings Group Inc.609,033$192.3M1.79%+2,212+0.4%Added
Great Lakes Advisors, LLC606,826$191.6M1.74%+67,318+12.5%Added
Congress Asset Management Co605,761$191.3M1.69%+3,939+0.7%Added
Ieq Capital, LLC603,717$190.6M3.88%−15,983−2.6%Reduced
JustInvest LLC601,683$190.0M5.68%+48,542+8.8%Added
Southpoint Capital Advisors LP600,000$189.4M4.23%+80,000+15.4%Added
Connectus Wealth, LLC612,386$188.6M4.20%−18,718−3.0%Reduced
Kentucky Retirement Systems595,618$188.1M6.54%−2,212−0.4%Reduced
Umb Bank N A595,583$188.1M3.02%−27,081−4.3%Reduced
Pinnacle Financial Partners Inc591,286$186.7M4.83%−29,177−4.7%Reduced
Elo Mutual Pension Insurance Co591,205$186.7M5.76%+9,265+1.6%Added
Joho Capital LLC590,800$186.5M41.99%00.0%Unchanged
Sculptor Capital LP587,134$185.4M4.51%−78,000−11.7%Reduced
Scharf Investments, LLC586,451$185.2M5.53%−63,764−9.8%Reduced
Tocqueville Asset Management L.P.584,057$184.4M3.50%−17,729−2.9%Reduced
Steward Partners Investment Advisory, LLC583,617$184.3M2.83%+34,873+6.4%Added
Gabelli Funds LLC580,731$183.4M1.49%−26,439−4.4%Reduced
Foxhaven Asset Management, LP579,901$183.1M5.89%+35,000+6.4%Added
ACR Alpine Capital Research, LLC579,173$182.9M7.11%+384+0.1%Added
Whittier Trust Co of Nevada Inc578,670$182.7M6.47%+6,073+1.1%Added
Ariel Investments, LLC578,397$182.6M1.93%−137,934−19.3%Reduced
Railway Pension Investments Ltd572,800$180.9M1.96%+19,500+3.5%Added
Maryland State Retirement & Pension System572,565$180.8M4.15%+2,679+0.5%Added
Silvant Capital Management LLC572,065$180.6M10.91%−4,917−0.9%Reduced
Milestone Resources Group Ltd569,009$179.7M8.82%00.0%Unchanged
Ossiam567,702$179.3M3.17%+300,640+112.6%Added
Samlyn Capital, LLC564,170$178.1M3.15%+564,170New
Private Advisor Group, LLC562,214$177.5M1.59%+18,952+3.5%Added
Kensico Capital Management Corp553,500$174.8M7.41%−8,200−1.5%Reduced
Argent Capital Management LLC552,408$174.4M6.21%−29,536−5.1%Reduced
Adams Diversified Equity Fund, Inc.552,300$174.4M7.45%+34,600+6.7%Added
Trillium Asset Management, LLC552,016$174.3M5.25%−7,057−1.3%Reduced
South Dakota Investment Council549,147$173.4M3.96%−42,492−7.2%Reduced
Cetera Investment Advisers539,258$170.3M1.47%+13,490+2.6%Added
Meyer Handelman Co537,733$169.8M6.84%+35,886+7.2%Added
O'Shaughnessy Asset Management, LLC537,346$169.7M2.52%+96,405+21.9%Added
Synovus Financial Corp534,244$168.7M1.93%−19,432−3.5%Reduced
Crawford Investment Counsel Inc533,969$168.6M3.65%−2,603−0.5%Reduced
Securian Asset Management, Inc533,174$168.3M5.03%−83,671−13.6%Reduced
Cannell Peter B & Co Inc531,483$167.8M5.74%−4,688−0.9%Reduced
Penserra Capital Management LLC530,811$167.6M3.46%+8,238+1.6%Added