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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 272,431 | $86.0M | 5.01% | +23,019+9.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 271,606 | $85.6M | 7.59% | −435,154−61.6% | Reduced |
| Sequoia Financial Advisors, LLC | 270,396 | $85.4M | 1.50% | +16,081+6.3% | Added |
| Castle Hook Partners LP | 269,533 | $85.1M | 5.73% | +269,533 | New |
| Alpha Cubed Investments, LLC | 268,631 | $84.8M | 5.70% | −12,299−4.4% | Reduced |
| Evergreen Capital Management LLC | 268,288 | $84.7M | 3.71% | −5,442−2.0% | Reduced |
| Dearborn Partners LLC | 267,836 | $84.6M | 3.32% | +2,188+0.8% | Added |
| Farmers & Merchants Investments Inc | 267,526 | $84.5M | 3.32% | −2,408−0.9% | Reduced |
| London & Capital Asset Management Ltd | 266,139 | $84.0M | 7.67% | +15,253+6.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 265,928 | $84.0M | 6.54% | −987−0.4% | Reduced |
| Baader Bank INC | 265,354 | $83.8M | 7.60% | −35,903−11.9% | Reduced |
| Nwi Management LP | 265,000 | $83.7M | 14.55% | +180,000+211.8% | Added |
| Smith, Salley & Associates | 264,981 | $83.7M | 6.21% | +8,174+3.2% | Added |
| Central Trust Co | 264,621 | $83.6M | 2.41% | −215−0.1% | Reduced |
| Parthenon LLC | 264,374 | $83.5M | 12.52% | −2,645−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 262,913 | $83.0M | 7.72% | +88,843+51.0% | Added |
| NorthCrest Asset Manangement, LLC | 262,841 | $83.0M | 3.38% | −951−0.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 262,403 | $82.9M | 5.39% | −57,049−17.9% | Reduced |
| Blue Whale Capital LLP | 262,014 | $82.7M | 13.32% | +1,000+0.4% | Added |
| Miracle Mile Advisors, LLC | 261,290 | $82.5M | 2.54% | −8,740−3.2% | Reduced |
| Interval Partners, LP | 260,125 | $82.1M | 3.37% | +206,345+383.7% | Added |
| HB Wealth Management, LLC | 260,092 | $82.1M | 1.33% | +19,794+8.2% | Added |
| Consulta Ltd | 259,500 | $81.9M | 5.89% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 258,640 | $81.7M | 2.74% | +4,073+1.6% | Added |
| Vestcor Inc | 258,413 | $81.6M | 2.99% | −3,571−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 257,791 | $81.4M | 2.56% | +25,893+11.2% | Added |
| Northeast Investment Management | 257,054 | $81.2M | 4.77% | +80.0% | Added |
| Klingenstein Fields & Co LP | 254,527 | $80.4M | 3.92% | +5,686+2.3% | Added |
| Rockland Trust Co | 254,373 | $80.3M | 4.83% | +4,803+1.9% | Added |
| Aptus Capital Advisors, LLC | 254,360 | $80.3M | 2.35% | +11,022+4.5% | Added |
| Westwood Management Corp | 254,250 | $80.3M | 11.54% | −46,543−15.5% | Reduced |
| Grandfield & Dodd, LLC | 254,153 | $80.2M | 5.90% | −4,753−1.8% | Reduced |
| Roffman Miller Associates Inc | 253,442 | $80.0M | 6.34% | −369−0.1% | Reduced |
| Triple Frond Partners LLC | 253,304 | $80.0M | 10.15% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 253,135 | $79.9M | 1.71% | +57,956+29.7% | Added |
| First National Trust Co | 252,965 | $79.9M | 3.81% | −1,753−0.7% | Reduced |
| Bowen Hanes & Co Inc | 252,836 | $79.8M | 2.69% | −1,717−0.7% | Reduced |
| Systematic Alpha Investments, LLC | 251,402 | $79.4M | 3.97% | 00.0% | Unchanged |
| Empirical Finance, LLC | 251,386 | $79.4M | 5.83% | +24,538+10.8% | Added |
| Wetherby Asset Management Inc | 250,789 | $79.2M | 4.50% | +367+0.1% | Added |
| Sather Financial Group Inc | 250,457 | $79.1M | 6.58% | −18,673−6.9% | Reduced |
| Clear Street LLC | 250,000 | $78.9M | 3.53% | +3,700+1.5% | Added |
| Honeycomb Asset Management LP | 248,600 | $78.5M | 19.19% | +98,600+65.7% | Added |
| Bristol Gate Capital Partners Inc. | 248,079 | $78.3M | 4.37% | −6,645−2.6% | Reduced |
| Waratah Capital Advisors Ltd. | 248,003 | $78.3M | 3.59% | +60,701+32.4% | Added |
| Dana Investment Advisors, Inc. | 247,389 | $78.1M | 3.99% | +10,039+4.2% | Added |
| Maple Capital Management, Inc. | 246,553 | $77.8M | 8.88% | +957+0.4% | Added |
| Ycg, LLC | 245,970 | $77.7M | 7.17% | −302−0.1% | Reduced |
| Cooperman Leon G | 245,705 | $77.6M | 4.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 245,324 | $77.5M | 5.03% | −2,268−0.9% | Reduced |
| Advisory Services Network, LLC | 245,061 | $77.4M | 2.08% | +18,302+8.1% | Added |
| Gilder Gagnon Howe & Co LLC | 242,496 | $76.6M | 1.16% | +13,380+5.8% | Added |
| Citizens Financial Group Inc | 241,431 | $76.2M | 3.11% | −24,118−9.1% | Reduced |
| Avantax Advisory Services, Inc. | 241,254 | $76.2M | 0.85% | −3,924−1.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 240,011 | $75.8M | 5.52% | −11,506−4.6% | Reduced |
| Norris Perne & French LLP | 238,826 | $75.4M | 6.59% | −1,191−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 238,613 | $75.3M | 1.33% | −13,589−5.4% | Reduced |
| Avalon Trust Co | 238,596 | $75.3M | 7.46% | +160+0.1% | Added |
| Ancora Advisors, LLC | 238,595 | $75.3M | 2.02% | −2,392−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 236,771 | $74.8M | 2.99% | −36,153−13.2% | Reduced |
| Ingalls & Snyder LLC | 236,314 | $74.6M | 3.61% | −3,400−1.4% | Reduced |
| Mill Capital Management, LLC | 235,707 | $74.4M | 7.28% | −40.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 235,323 | $74.3M | 8.78% | −1,536−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 234,511 | $74.0M | 2.00% | −310.0% | Reduced |
| Wesleyan Assurance Society | 234,050 | $73.9M | 8.21% | 00.0% | Unchanged |
| Cat Rock Capital Management LP | 232,500 | $73.4M | 10.94% | −30,000−11.4% | Reduced |
| Select Equity Group, L.P. | 232,395 | $73.4M | 0.30% | −27,504−10.6% | Reduced |
| Sander Capital Advisors Inc | 232,370 | $73.4M | 42.54% | +8,389+3.7% | Added |
| Franklin Street Advisors Inc | 231,366 | $73.1M | 6.48% | +1,656+0.7% | Added |
| ExodusPoint Capital Management, LP | 230,633 | $72.8M | 0.93% | +43,763+23.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 230,447 | $72.8M | 3.40% | +25,521+12.5% | Added |
| RMB Capital Management, LLC | 230,225 | $72.7M | 2.49% | −224−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 229,788 | $72.6M | 4.34% | −1,508−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 229,539 | $72.5M | 3.52% | −9,524−4.0% | Reduced |
| GuoLine Advisory Pte Ltd | 229,100 | $72.3M | 14.27% | 00.0% | Unchanged |
| GFI Investment Counsel Ltd. | 228,174 | $72.0M | 10.99% | −4,118−1.8% | Reduced |
| Sawtooth Solutions, LLC | 228,631 | $72.0M | 2.31% | −9,252−3.9% | Reduced |
| Savant Capital, LLC | 227,935 | $72.0M | 1.07% | +727+0.3% | Added |
| Dakota Wealth Management | 227,882 | $72.0M | 3.18% | +8,886+4.1% | Added |
| Locust Wood Capital Advisers, LLC | 227,079 | $71.7M | 3.42% | +39,246+20.9% | Added |
| Ironvine Capital Partners, LLC | 226,683 | $71.6M | 9.18% | +599+0.3% | Added |
| Berkshire Asset Management LLC | 226,339 | $71.5M | 4.46% | −1,924−0.8% | Reduced |
| Himension Fund | 225,005 | $71.0M | 7.29% | −54,209−19.4% | Reduced |
| Kanawha Capital Management LLC | 224,135 | $70.8M | 6.86% | +121+0.1% | Added |
| Welch Group, LLC | 223,668 | $70.6M | 4.18% | −5,148−2.2% | Reduced |
| Oak Ridge Investments LLC | 222,672 | $70.3M | 8.97% | +6,745+3.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 222,189 | $70.2M | 5.22% | −3,803−1.7% | Reduced |
| First National Bank of Omaha | 221,254 | $69.9M | 4.53% | −23,201−9.5% | Reduced |
| Washington Trust Co | 220,099 | $69.5M | 3.06% | −2,020−0.9% | Reduced |
| TenCore Partners, LP | 219,376 | $69.3M | 20.61% | −13,504−5.8% | Reduced |
| Sandy Spring Bank | 219,333 | $69.3M | 3.85% | −3,828−1.7% | Reduced |
| Tower Bridge Advisors | 218,878 | $69.1M | 6.40% | −267−0.1% | Reduced |
| Suvretta Capital Management, LLC | 218,170 | $68.9M | 3.72% | +218,170 | New |
| Everence Capital Management Inc | 215,908 | $68.2M | 5.30% | +5,810+2.8% | Added |
| Campbell Newman Asset Management Inc | 215,608 | $68.1M | 6.44% | −1,557−0.7% | Reduced |
| GAM Holding AG | 215,048 | $67.9M | 5.01% | −31,861−12.9% | Reduced |
| General American Investors Co Inc | 215,000 | $67.9M | 6.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 214,640 | $67.8M | 4.60% | +10,352+5.1% | Added |
| Nellore Capital Management LLC | 214,500 | $67.7M | 12.74% | +28,000+15.0% | Added |
| Community Trust & Investment Co | 213,733 | $67.5M | 5.64% | +9,478+4.6% | Added |