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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
CTC LLC367,066$115.9M5.20%+367,066New
Gladstone Capital Management LLP365,414$115.4M11.78%−22,825−5.9%Reduced
DF Dent & Co Inc365,400$115.4M1.69%−2,614−0.7%Reduced
Braun Stacey Associates Inc363,723$114.8M5.59%−2,132−0.6%Reduced
TCTC Holdings, LLC362,482$114.5M4.42%−859−0.2%Reduced
Credit Agricole S A360,691$113.9M3.49%+66,240+22.5%Added
James Hambro & Partners358,032$113.0M7.32%−1,986−0.6%Reduced
Zevenbergen Capital Investments LLC353,040$111.5M2.85%−252−0.1%Reduced
Metis Global Partners, LLC349,129$110.2M5.33%+48,903+16.3%Added
Spears Abacus Advisors LLC347,259$109.6M9.40%−3,474−1.0%Reduced
Moore Capital Management, LP346,622$109.4M2.96%−298,309−46.3%Reduced
Capital Fund Management S.A.344,700$108.8M1.46%+218,926+174.1%Added
Cypress Funds LLC344,655$108.8M14.62%00.0%Unchanged
PGGM Investments344,546$108.8M1.88%−29,348−7.8%Reduced
TownSquare Capital, LLC343,768$108.5M1.98%+9,598+2.9%Added
Sit Investment Associates Inc343,639$108.5M2.98%+6,509+1.9%Added
J. Goldman & Co LP342,297$108.1M5.40%+78,130+29.6%Added
Nomura Holdings Inc340,066$107.4M1.16%−112,139−24.8%Reduced
Donaldson Capital Management, LLC339,916$107.3M5.06%+2,080+0.6%Added
J. L. Bainbridge & Co., Inc.338,366$106.8M14.32%−59,586−15.0%Reduced
Davis Selected Advisers336,436$106.2M0.67%−8,954−2.6%Reduced
WT Asset Management Ltd335,251$105.9M11.76%+335,251New
Howland Capital Management LLC333,898$105.4M6.15%−10,259−3.0%Reduced
Parallax Volatility Advisers, L.P.333,019$105.2M3.69%+333,019New
RE Advisers Corp332,687$105.0M2.92%−118,900−26.3%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital331,607$104.7M2.45%+19,733+6.3%Added
Bristlecone Advisors, LLC331,237$104.6M11.75%+2,005+0.6%Added
KCM Investment Advisors LLC329,644$104.1M4.49%−7,451−2.2%Reduced
Vaughan David Investments LLC329,485$104.0M3.15%−1,569−0.5%Reduced
Profund Advisors LLC329,325$104.0M5.75%−44,480−11.9%Reduced
TOMS Capital Investment Management LP329,000$103.9M9.67%+329,000New
Clifford Swan Investment Counsel LLC328,150$103.6M4.35%−3,752−1.1%Reduced
Cohen Klingenstein LLC327,500$103.4M4.68%00.0%Unchanged
Keystone Investors Pte Ltd325,468$102.8M12.23%+71,835+28.3%Added
Advisors Asset Management, Inc.325,347$102.7M2.22%−32,375−9.1%Reduced
Soma Equity Partners LP325,000$102.6M6.16%00.0%Unchanged
Old National Bancorp324,013$102.3M2.96%−5,565−1.7%Reduced
Cetera Advisors LLC322,041$101.7M1.59%+45,548+16.5%Added
Harel Insurance Investments & Financial Services Ltd.321,634$101.5M2.00%+305,622+1,908.7%Added
Heritage Investors Management Corp319,917$101.0M4.23%−2,882−0.9%Reduced
Tairen Capital Ltd318,460$100.6M14.14%−122,784−27.8%Reduced
Clarius Group, LLC317,736$100.3M9.56%−16,682−5.0%Reduced
Eastern Bank317,528$100.3M4.98%−3,996−1.2%Reduced
Wilkinson Global Asset Management LLC317,309$100.2M7.68%−2,169−0.7%Reduced
Fort Pitt Capital Group, LLC316,272$99.9M3.75%−1,785−0.6%Reduced
Greenleaf Trust315,883$99.7M1.15%+2,847+0.9%Added
Chartwell Investment Partners, LLC315,208$99.5M3.85%+18,083+6.1%Added
Westpac Banking Corp313,920$99.1M7.42%+64,746+26.0%Added
Cantor Fitzgerald, L. P.313,111$98.9M2.66%−3,435−1.1%Reduced
Elite Wealth Management, Inc.310,939$98.2M31.63%+15,461+5.2%Added
Quantinno Capital Management LP310,596$98.1M4.46%+53,077+20.6%Added
Hancock Whitney Corp309,663$97.8M4.03%−19,548−5.9%Reduced
Mogy Joel R Investment Counsel Inc309,235$97.6M8.21%−1,033−0.3%Reduced
Sofos Investments, Inc.316,953$97.4M1.80%+308,329+3,575.2%Added
Cullen Capital Management LLC307,580$97.1M1.13%−12,824−4.0%Reduced
Metropolitan Life Insurance Co307,405$97.1M5.04%−16,632−5.1%Reduced
Stack Financial Management, Inc306,490$96.8M11.27%+2,019+0.7%Added
McDaniel Terry & Co306,422$96.8M10.08%+2,893+1.0%Added
AIA Group Ltd305,860$96.6M4.72%−4,677−1.5%Reduced
Independent Advisor Alliance305,292$96.4M4.36%+2,278+0.8%Added
Stephens Inc304,335$96.1M1.84%−25,520−7.7%Reduced
Tokio Marine Asset Management Co Ltd303,518$95.8M6.08%+7,707+2.6%Added
Formuepleje A/S301,728$95.3M8.84%+17,421+6.1%Added
Highland Capital Management, LLC300,336$94.8M6.52%−1,515−0.5%Reduced
Toroso Investments, LLC300,236$94.8M2.88%+20,018+7.1%Added
Voyager Global Management LP300,000$94.7M4.45%+25,000+9.1%Added
Hantz Financial Services, Inc.299,326$94.5M2.40%−1320.0%Reduced
Birch Hill Investment Advisors LLC298,438$94.2M5.62%−2,277−0.8%Reduced
HS Management Partners, LLC298,208$94.2M4.48%+45,560+18.0%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH297,022$93.8M4.09%+43,619+17.2%Added
Ziegler Capital Management, LLC295,993$93.5M3.74%−5,593−1.9%Reduced
Prime Capital Investment Advisors, LLC295,546$93.3M1.91%+4,720+1.6%Added
Chilton Capital Management LLC293,722$92.7M5.20%+9,822+3.5%Added
Bryn Mawr Trust Co292,800$92.5M4.07%−1,318−0.4%Reduced
National Asset Management, Inc.291,447$92.0M2.49%+13,085+4.7%Added
Fortis Capital Management LLC290,381$91.7M28.60%+1,259+0.4%Added
Private Wealth Partners, LLC289,726$91.5M8.75%−2,983−1.0%Reduced
Mission Wealth Management, LP289,390$91.4M3.46%+29,419+11.3%Added
Wesbanco Bank Inc288,770$91.2M3.98%+17,036+6.3%Added
Nan Shan Life Insurance Co., Ltd.288,409$91.1M2.48%+63,075+28.0%Added
Rheos Capital Works Inc.288,400$91.1M5.48%−15,000−4.9%Reduced
Stratos Wealth Partners, LTD.288,162$91.0M1.96%+19,355+7.2%Added
Guyasuta Investment Advisors Inc284,215$89.7M6.95%+491+0.2%Added
Wade G W & Inc281,700$88.9M3.31%+2,960+1.1%Added
Meridian Wealth Management, LLC281,052$88.8M5.44%+147,260+110.1%Added
Bollard Group LLC280,277$88.5M3.26%+1,348+0.5%Added
Caledonia Investments PLC279,617$88.3M12.95%00.0%Unchanged
CloudAlpha Capital Management Limited/Hong Kong279,460$88.2M11.74%+227,572+438.6%Added
SeaTown Holdings Pte. Ltd.278,555$88.0M8.14%+88,256+46.4%Added
Ami Asset Management Corp278,027$87.8M5.44%−41,205−12.9%Reduced
Osterweis Capital Management Inc276,922$87.4M6.41%−17,580−6.0%Reduced
Daymark Wealth Partners, LLC370,658$87.1M6.00%+139,841+60.6%Added
Hyman Charles D275,377$87.0M5.65%−876−0.3%Reduced
Empire Life Investments Inc.274,780$86.8M6.35%+12,142+4.6%Added
Banque Cantonale Vaudoise274,714$86.7M4.33%−13,794−4.8%Reduced
Argent Trust Co274,631$86.7M4.75%−1,038−0.4%Reduced
Alyeska Investment Group, L.P.274,485$86.7M0.59%−208,462−43.2%Reduced
Carnegie Capital Asset Management, LLC274,335$86.6M3.33%−4,887−1.8%Reduced
Aaron Wealth Advisors274,209$86.6M11.17%+33,586+14.0%Added
Two Sigma Securities, LLC273,495$86.4M3.98%+141,515+107.2%Added