Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,247 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, Q1 2023

Institutional positions in Microsoft Corp as of Mar 31, 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: 4,717; +134 vs. Q4 2022
Shares held: 5.51B; +233.3M (+4.4%) vs. Q4 2022
Total value: $1.52T; +$251.6B (+19.9%) vs. Q4 2022
New holders: 237; 2,017 more added
Sold out: 103; 2,130 more reduced

96 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 4,717 institutions

Value heldQ1 2023: $1.52T

Institutions holding MSFT and their total value by quarter
Quarter	Holders	Value
Q2 2026	6,247	$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, Q1 2023

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2022.

Institutions holding MSFT in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Alken Asset Management Ltd.	4,693	$0	0.00%	00.0%	Unchanged
First Command Advisory Services, Inc.	4	$0	0.00%	−40−90.9%	Reduced
Summit Wealth Group, LLC	683,227	$2	0.05%	+683,227	New
Berkshire Capital Holdings Inc	10	$2.88K	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	11	$3.15K	0.00%	+3+37.5%	Added
Sofos Investments, Inc.	8,604	$3.82K	0.17%	+6,326+277.7%	Added
USA Financial Portformulas Corp	14	$4.04K	0.01%	+14	New
Atlantic Private Wealth, LLC	29	$8.33K	0.01%	+29	New
Cordant, Inc.	46	$13.3K	0.01%	+46	New
Beacon Capital Management, Inc.	50	$14.4K	0.00%	+50	New
BBJS Financial Advisors, LLC	51	$14.6K	0.01%	00.0%	Unchanged
Longfellow Investment Management Co LLC	51	$14.7K	0.00%	00.0%	Unchanged
Contravisory Investment Management, Inc.	65	$18.7K	0.01%	−7,772−99.2%	Reduced
Insight Financial Services	65	$18.9K	0.08%	00.0%	Unchanged
Advisors Preferred, LLC	76	$21.8K	0.01%	+37+94.9%	Added
DB Fitzpatrick & Co, Inc	83	$23.9K	0.03%	−70−45.8%	Reduced
Kathleen S. Wright Associates Inc.	89	$25.7K	0.02%	00.0%	Unchanged
Equitec Proprietary Markets, LLC	100	$28.8K	0.03%	−1,900−95.0%	Reduced
Lion Point Capital, LP	100	$28.8K	0.02%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	118	$34.0K	0.02%	+8+7.3%	Added
Thomas J. Herzfeld Advisors, Inc.	143	$41.2K	0.02%	−9−5.9%	Reduced
PayPay Securities Corp	153	$44.1K	2.95%	−72−32.0%	Reduced
Wells Financial Advisors INC	170	$49.0K	0.04%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	192	$55.4K	0.02%	00.0%	Unchanged
Gleason Group, Inc.	199	$57.3K	0.02%	+105+111.7%	Added
Syverson Strege & Co	203	$58.5K	0.02%	+124+157.0%	Added
Carolina Wealth Advisors, LLC	218	$62.8K	0.04%	00.0%	Unchanged
Morgan Dempsey Capital Management LLC	250	$72.1K	0.02%	−45−15.3%	Reduced
Avondale Wealth Management	256	$73.8K	0.06%	00.0%	Unchanged
VitalStone Financial, LLC	244	$80.0K	0.07%	−93−27.6%	Reduced
Family CFO Inc	316	$91.1K	0.07%	00.0%	Unchanged
Tfo-TDC, LLC	319	$92.0K	0.02%	+316+10,533.3%	Added
Evolution Advisers, Inc.	330	$95.0K	0.07%	−11−3.2%	Reduced
Alapocas Investment Partners, Inc.	335	$96.6K	0.08%	+335	New
Peconic Partners LLC	400	$115.3K	0.01%	+400	New
Beutel, Goodman & Co Ltd.	411	$118.0K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	414	$119.4K	0.07%	00.0%	Unchanged
One River Asset Management, LLC	429	$121.9K	0.09%	−9,290−95.6%	Reduced
Grayhawk Investment Strategies Inc.	315	$123.0K	0.06%	00.0%	Unchanged
Disciplined Equity Management, Inc.	430	$124.0K	0.10%	00.0%	Unchanged
Legend Financial Advisors, Inc.	435	$125.4K	0.11%	−354−44.9%	Reduced
Bromfield Sneider Wealth Advisors	444	$128.0K	0.11%	00.0%	Unchanged
Valley Forge Investment Consultants Inc Adv	480	$138.3K	0.07%	−392−45.0%	Reduced
Roth Financial Partners LLC	500	$144.2K	0.10%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	529	$152.5K	0.06%	+5+1.0%	Added
Taikang Asset Management (Hong Kong) Co Ltd	68,608	$155.3K	3.58%	+14,378+26.5%	Added
Kalos Management, Inc.	553	$159.4K	0.32%	+553	New
Stone House Investment Management, LLC	589	$169.9K	0.06%	+589	New
Your Advocates Ltd., LLP	592	$170.7K	0.09%	00.0%	Unchanged
Savior LLC	600	$173.0K	0.14%	00.0%	Unchanged
Adirondack Retirement Specialists, Inc.	611	$175.5K	0.15%	00.0%	Unchanged
Clear Perspectives Financial Planning, LLC	614	$177.0K	0.10%	00.0%	Unchanged
WFA Asset Management Corp	616	$177.5K	0.11%	+2+0.3%	Added
Cornerstone Management, Inc.	620	$178.7K	0.05%	00.0%	Unchanged
Maryland Capital Advisors Inc.	623	$179.6K	0.16%	−73−10.5%	Reduced
Corton Capital Inc.	695	$200.4K	0.14%	−453−39.5%	Reduced
JDM Financial Group LLC	697	$201.1K	0.19%	−9−1.3%	Reduced
J Arnold Wealth Management Co	705	$203.3K	0.10%	+705	New
GenWealth Group, Inc.	707	$203.8K	0.06%	+707	New
Weitzel Financial Services, Inc.	710	$203.9K	0.12%	+710	New
Investments & Financial Planning, LLC	709	$204.5K	0.19%	−198−21.8%	Reduced
JFG Wealth Management, LLC	716	$206.4K	0.07%	+716	New
Eq LLC	724	$208.8K	0.16%	+724	New
Terril Brothers, Inc.	725	$209.0K	0.10%	+725	New
Retirement Financial Solutions, LLC	727	$209.6K	0.17%	+562+340.6%	Added
Axiom Advisory, LLC	731	$210.0K	0.20%	−238−24.6%	Reduced
Greylin Investment Mangement Inc	729	$210.2K	0.04%	+729	New
PFG Private Wealth Management, LLC	734	$211.7K	0.13%	+15+2.1%	Added
GR Financial Group, LLC	737	$212.5K	0.08%	+737	New
Portland Hill Asset Management Ltd	731	$213.0K	0.50%	00.0%	Unchanged
Cutler Capital Management, LLC	744	$214.5K	0.10%	+72+10.7%	Added
Stone Asset Management Inc.	757	$218.2K	0.35%	−698−48.0%	Reduced
McNamara Financial Services, Inc.	763	$220.0K	0.05%	+763	New
Josh Arnold Investment Consultant, LLC	767	$221.0K	0.26%	+767	New
Beddow Capital Management Inc	775	$223.0K	0.11%	+775	New
Hapanowicz & Associates Financial Services, Inc	776	$223.7K	0.15%	+776	New
Pacific Wealth Management	776	$223.7K	0.14%	+776	New
Threadgill Financial, LLC	779	$224.5K	0.27%	+779	New
AIFG Consultants Ltd.	780	$224.9K	0.19%	+780	New
Skylands Capital, LLC	790	$227.8K	0.03%	00.0%	Unchanged
Core Wealth Advisors, Inc.	794	$228.9K	0.09%	+138+21.0%	Added
Biltmore Wealth Management, LLC	799	$230.5K	0.09%	+799	New
Legacy Wealth Asset Management, LLC	801	$230.9K	0.08%	+801	New
Ergawealth Advisors, Inc.	801	$231.0K	0.19%	+801	New
New Harbor Financial Group, LLC	805	$232.1K	0.09%	00.0%	Unchanged
Crane Advisory, LLC	823	$233.3K	0.08%	−258−23.9%	Reduced
Prism Advisors, Inc.	810	$233.6K	0.08%	+810	New
Delta Accumulation, LLC	811	$233.8K	1.25%	+2+0.2%	Added
LPWM LLC	816	$235.3K	0.11%	+816	New
Magnolia Wealth Management, LLC	820	$236.4K	0.24%	+820	New
Nia Impact Advisors, LLC	825	$237.9K	0.13%	+825	New
Mills Wealth Advisors LLC	826	$238.0K	0.19%	−75−8.3%	Reduced
Wooster Corthell Wealth Management, Inc.	828	$238.8K	0.06%	+828	New
Miller Wealth Advisors, LLC	4,396	$240.0K	3.51%	−51,458−92.1%	Reduced
Maltin Wealth Management, Inc.	833	$240.2K	0.17%	+833	New
Myecfo, LLC	834	$240.3K	0.18%	+834	New
Halpern Financial, Inc.	850	$245.1K	0.09%	00.0%	Unchanged
Hillcrest Wealth Advisors - NY, LLC	859	$247.7K	0.15%	+1+0.1%	Added
ETF Portfolio Partners, Inc.	864	$249.1K	0.09%	00.0%	Unchanged
David Kennon Inc	865	$249.4K	0.12%	+865	New