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 |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 212,835 | $67.2M | 4.48% | +734+0.3% | Added |
| Tybourne Capital Management (HK) Ltd | 212,740 | $67.2M | 9.39% | −48,823−18.7% | Reduced |
| LMCG Investments, LLC | 212,129 | $67.0M | 4.52% | −11,928−5.3% | Reduced |
| Martingale Asset Management L P | 211,575 | $66.8M | 1.41% | −11,808−5.3% | Reduced |
| Aureus Asset Management, LLC | 211,310 | $66.7M | 5.36% | −6,037−2.8% | Reduced |
| Bleakley Financial Group, LLC | 211,215 | $66.7M | 2.35% | −8,092−3.7% | Reduced |
| Ulysses Management LLC | 210,300 | $66.4M | 18.82% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 209,623 | $66.2M | 1.06% | −25,964−11.0% | Reduced |
| ZWJ Investment Counsel Inc | 209,457 | $66.1M | 3.67% | +8,525+4.2% | Added |
| Kinneret Advisory, LLC | 208,230 | $65.7M | 8.12% | −123−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 207,974 | $65.7M | 0.81% | +91,259+78.2% | Added |
| WSFS Capital Management, LLC | 207,302 | $65.5M | 4.28% | +89,698+76.3% | Added |
| Mutual Advisors, LLC | 206,863 | $65.3M | 2.55% | +10,244+5.2% | Added |
| Venture Visionary Partners LLC | 206,639 | $65.2M | 3.93% | +2,630+1.3% | Added |
| Wedbush Securities Inc | 206,576 | $65.2M | 3.24% | +10,763+5.5% | Added |
| Vinva Investment Management Ltd | 207,544 | $65.1M | 6.20% | −4,517−2.1% | Reduced |
| SG Americas Securities, LLC | 205,857 | $65.0M | 0.87% | −343,774−62.5% | Reduced |
| Nichols & Pratt Advisers LLP | 206,043 | $65.0M | 4.92% | −4,096−1.9% | Reduced |
| Davidson Investment Advisors | 205,626 | $64.9M | 4.14% | +3,482+1.7% | Added |
| Kadensa Capital Ltd | 205,293 | $64.8M | 12.79% | −66,968−24.6% | Reduced |
| Logan Capital Management Inc | 204,721 | $64.6M | 3.28% | −7,227−3.4% | Reduced |
| NBT Bank N A | 203,336 | $64.2M | 6.16% | +111,068+120.4% | Added |
| Buckingham Strategic Wealth, LLC | 202,878 | $64.1M | 0.91% | +6,352+3.2% | Added |
| Meritage Portfolio Management | 202,752 | $64.0M | 4.73% | −1,439−0.7% | Reduced |
| Bridgewater Associates, LP | 201,682 | $63.7M | 0.38% | −55,888−21.7% | Reduced |
| Vestor Capital, LLC | 201,601 | $63.7M | 6.91% | +20,742+11.5% | Added |
| united american securities inc. (d/b/a uas asset management) | 201,414 | $63.6M | 19.45% | +10,871+5.7% | Added |
| United Services Automobile Association | 201,317 | $63.6M | 1.60% | +27,282+15.7% | Added |
| Lannebo Fonder AB | 199,000 | $63.4M | 9.42% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 200,618 | $63.3M | 7.98% | −10,950−5.2% | Reduced |
| Talbot Financial, LLC | 200,594 | $63.3M | 11.04% | −4,673−2.3% | Reduced |
| Oakmont Corp | 200,537 | $63.3M | 18.10% | −226,170−53.0% | Reduced |
| Siemens Fonds Invest GmbH | 200,485 | $63.3M | 6.41% | −2,623−1.3% | Reduced |
| Snowden Capital Advisors LLC | 200,115 | $63.2M | 2.69% | −22,398−10.1% | Reduced |
| Paralel Advisors LLC | 200,000 | $63.1M | 3.49% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 199,911 | $63.1M | 2.75% | −1,226−0.6% | Reduced |
| Natixis Investment Managers International | 199,040 | $62.8M | 4.86% | +1,037+0.5% | Added |
| Choate Investment Advisors | 198,949 | $62.8M | 2.46% | +36,434+22.4% | Added |
| Howard Capital Management Group, LLC | 198,477 | $62.7M | 6.05% | −394−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 198,475 | $62.7M | 3.09% | +24,684+14.2% | Added |
| Trust Co of Vermont | 198,455 | $62.7M | 4.23% | +5,969+3.1% | Added |
| Cookson Peirce & Co Inc | 198,384 | $62.6M | 4.11% | +46,630+30.7% | Added |
| South State Corp. | 198,366 | $62.6M | 5.94% | −2,224−1.1% | Reduced |
| Calamos Wealth Management LLC | 198,035 | $62.5M | 4.74% | −3,610−1.8% | Reduced |
| First American Bank | 197,917 | $62.5M | 5.65% | −1,696−0.8% | Reduced |
| Ardevora Asset Management LLP | 197,856 | $62.5M | 3.07% | −134,644−40.5% | Reduced |
| Nwam LLC | 197,549 | $62.4M | 6.33% | −57,814−22.6% | Reduced |
| Kinetic Partners Management, LP | 196,995 | $62.2M | 6.14% | +50,200+34.2% | Added |
| Tandem Investment Advisors, Inc. | 196,726 | $62.1M | 2.62% | +28,478+16.9% | Added |
| NEOS Investment Management LLC | 196,439 | $62.0M | 7.92% | +196,439 | New |
| Dixon Mitchell Investment Counsel Inc. | 196,265 | $61.9M | 3.74% | −31,327−13.8% | Reduced |
| Lincoln National Corp | 195,818 | $61.8M | 1.25% | −1,081−0.5% | Reduced |
| First Citizens Bank & Trust Co | 195,410 | $61.7M | 1.20% | −7,165−3.5% | Reduced |
| Baldwin Brothers Inc | 194,929 | $61.5M | 5.30% | −6,626−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 194,876 | $61.5M | 1.33% | +12,398+6.8% | Added |
| Motley Fool Asset Management LLC | 194,718 | $61.5M | 4.94% | +15,749+8.8% | Added |
| Moody Lynn & Lieberson, LLC | 194,278 | $61.3M | 5.26% | −1,567−0.8% | Reduced |
| Estabrook Capital Management | 194,013 | $61.3M | 10.79% | −5,461−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 193,773 | $61.2M | 2.20% | +1,750+0.9% | Added |
| Fulton Breakefield Broenniman LLC | 193,652 | $61.1M | 5.31% | −295−0.2% | Reduced |
| Tudor Investment Corp Et Al | 193,354 | $61.1M | 0.89% | −48,570−20.1% | Reduced |
| Bard Financial Services, Inc. | 193,348 | $61.0M | 7.55% | +1,295+0.7% | Added |
| Pacific Sage Partners, LLC | 191,732 | $60.5M | 18.21% | −4,325−2.2% | Reduced |
| Crake Asset Management LLP | 191,073 | $60.3M | 8.57% | +65,000+51.6% | Added |
| Reynders McVeigh Capital Management, LLC | 190,587 | $60.2M | 4.14% | +1,595+0.8% | Added |
| Taurus Asset Management, LLC | 190,555 | $60.2M | 7.30% | −1,935−1.0% | Reduced |
| Valiant Capital Management, L.P. | 190,498 | $60.1M | 7.20% | −22,600−10.6% | Reduced |
| Gotham Asset Management, LLC | 190,368 | $60.1M | 1.24% | +3,439+1.8% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 189,900 | $60.0M | 0.74% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 189,394 | $59.8M | 2.50% | +826+0.4% | Added |
| Investment House LLC | 189,324 | $59.8M | 4.71% | −7,293−3.7% | Reduced |
| Sabal Trust CO | 189,229 | $59.7M | 3.99% | −730−0.4% | Reduced |
| HRT Financial LP | 189,020 | $59.7M | 0.59% | +122,713+185.1% | Added |
| Van Hulzen Asset Management, LLC | 188,360 | $59.5M | 4.57% | +39,034+26.1% | Added |
| DuPont Capital Management Corp | 188,077 | $59.4M | 5.18% | −172,548−47.8% | Reduced |
| Vancity Investment Management Ltd | 187,794 | $59.3M | 7.69% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 187,715 | $59.3M | 7.97% | −3,102−1.6% | Reduced |
| Park Avenue Securities LLC | 187,606 | $59.2M | 0.92% | −95,953−33.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 187,172 | $59.1M | 6.48% | −2,700−1.4% | Reduced |
| Compass Capital Management, Inc | 186,482 | $58.9M | 4.63% | −9,648−4.9% | Reduced |
| LVM Capital Management Ltd | 185,863 | $58.7M | 8.27% | −445−0.2% | Reduced |
| Henshaw Capital LLC | 185,818 | $58.7M | 3.39% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 215,875 | $58.5M | 2.67% | +5,973+2.8% | Added |
| Senator Investment Group LP | 185,000 | $58.4M | 3.29% | 00.0% | Unchanged |
| Optiver Holding B.V. | 184,954 | $58.4M | 1.67% | −46,759−20.2% | Reduced |
| Baker Avenue Asset Management, LP | 184,331 | $58.2M | 2.91% | +4,636+2.6% | Added |
| Allworth Financial LP | 183,013 | $57.8M | 0.50% | +5,968+3.4% | Added |
| Provident Investment Management, Inc. | 182,525 | $57.6M | 6.35% | −1,979−1.1% | Reduced |
| Prime Capital Management Co Ltd | 182,463 | $57.6M | 11.18% | −182,462−50.0% | Reduced |
| Jones Financial Companies LLLP | 182,160 | $57.5M | 0.09% | −3,958−2.1% | Reduced |
| Alta Capital Management LLC | 181,990 | $57.5M | 4.14% | −4,929−2.6% | Reduced |
| Thomasville National Bank | 181,983 | $57.5M | 5.65% | −3,875−2.1% | Reduced |
| Bowie Capital Management, LLC | 181,416 | $57.3M | 7.52% | +9,671+5.6% | Added |
| Madison Asset Management, LLC | 181,253 | $57.2M | 0.84% | +40,306+28.6% | Added |
| Styrax Capital, LP | 180,465 | $57.0M | 6.82% | +30,077+20.0% | Added |
| Spire Wealth Management | 180,128 | $56.9M | 2.17% | +4,499+2.6% | Added |
| First Long Island Investors, LLC | 180,054 | $56.9M | 5.51% | −8,476−4.5% | Reduced |
| JBF Capital, Inc. | 179,000 | $56.5M | 12.49% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 178,451 | $56.3M | 1.50% | +37,036+26.2% | Added |
| Cary Street Partner Investment Advisory LLC | 177,999 | $56.2M | 3.02% | +30,432+20.6% | Added |