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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accel Wealth Management | 4,939 | $1.42M | 0.58% | −27−0.5% | Reduced |
| Granite FO LLC | 4,650 | $1.43M | 0.88% | +3,950+564.3% | Added |
| Hall Private Wealth Advisors | 4,959 | $1.43M | 0.74% | +948+23.6% | Added |
| Mainstay Capital Management LLC | 4,960 | $1.43M | 0.28% | −335−6.3% | Reduced |
| Abound Wealth Management | 4,962 | $1.43M | 0.64% | +391+8.6% | Added |
| Opus Investment Management Inc | 5,000 | $1.44M | 0.52% | 00.0% | Unchanged |
| Verdad Advisers, LP | 5,000 | $1.44M | 2.90% | +5,000 | New |
| Emerald Mutual Fund Advisers Trust | 5,003 | $1.44M | 0.09% | −930−15.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,640 | $1.45M | 0.66% | −84−1.8% | Reduced |
| Greenspring Advisors, LLC | 5,034 | $1.45M | 0.32% | +355+7.6% | Added |
| Claris Advisors, LLC | 5,036 | $1.45M | 1.08% | −1,806−26.4% | Reduced |
| Malaga Cove Capital, LLC | 5,046 | $1.45M | 0.72% | +95+1.9% | Added |
| Obsidian Personal Planning Solutions LLC | 5,050 | $1.46M | 2.12% | +220+4.6% | Added |
| Wealth Advisors of Iowa, LLC | 5,054 | $1.46M | 1.14% | −384−7.1% | Reduced |
| Roble, Belko & Company, Inc | 5,065 | $1.46M | 0.30% | −1,686−25.0% | Reduced |
| KRS Capital Management, LLC | 5,097 | $1.47M | 1.65% | −97−1.9% | Reduced |
| BigSur Wealth Management LLC | 5,112 | $1.47M | 0.69% | −10−0.2% | Reduced |
| Seldon Capital LP | 5,126 | $1.48M | 1.48% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,142 | $1.48M | 0.60% | −844−14.1% | Reduced |
| Strategic Financial Concepts, LLC | 5,162 | $1.49M | 0.60% | +5,162 | New |
| Linden Thomas Advisory Services, LLC | 5,164 | $1.49M | 0.37% | +376+7.9% | Added |
| Global Assets Advisory, LLC | 5,168 | $1.49M | 1.52% | −18−0.3% | Reduced |
| JMG Financial Group, Ltd. | 5,186 | $1.50M | 0.08% | +3,203+161.5% | Added |
| Adamsbrown Wealth Consultants LLC | 5,194 | $1.50M | 0.86% | +1,104+27.0% | Added |
| Heartwood Wealth Advisors LLC | 5,195 | $1.50M | 0.22% | +1,115+27.3% | Added |
| MBB Public Markets I LLC | 5,205 | $1.50M | 0.09% | −13,127−71.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,211 | $1.50M | 0.39% | −75−1.4% | Reduced |
| Dixon Fnancial Services, Inc. | 5,214 | $1.50M | 1.02% | −28−0.5% | Reduced |
| Redwood Financial Network Corp | 5,215 | $1.50M | 1.53% | +156+3.1% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.50M | 0.39% | −123−2.3% | Reduced |
| Theory Financial LLC | 5,218 | $1.50M | 0.90% | +3,377+183.4% | Added |
| Motive Wealth Advisors | 5,235 | $1.51M | 1.65% | −659−11.2% | Reduced |
| Kaydan Wealth Management, Inc. | 5,239 | $1.51M | 0.62% | −115−2.1% | Reduced |
| Arcus Capital Partners, LLC | 5,247 | $1.51M | 0.52% | +1,429+37.4% | Added |
| Cravens & Co Advisors, LLC | 5,247 | $1.51M | 1.41% | +76+1.5% | Added |
| Planning Alternatives Ltd | 5,251 | $1.51M | 0.29% | +971+22.7% | Added |
| Altiora Financial Group, LLC | 5,256 | $1.52M | 0.70% | +12+0.2% | Added |
| IFG Advisors, LLC | 5,269 | $1.52M | 0.60% | +48+0.9% | Added |
| Northcape Capital Pty Ltd | 5,275 | $1.52M | 0.19% | +5,275 | New |
| Compass Ion Advisors, LLC | 5,286 | $1.52M | 0.38% | +243+4.8% | Added |
| Sterling Group Wealth Management, LLC | 5,319 | $1.53M | 1.45% | +789+17.4% | Added |
| Petra Financial Advisors Inc | 5,327 | $1.54M | 1.52% | +2,749+106.6% | Added |
| Prostatis Group LLC | 4,929 | $1.54M | 0.81% | −541−9.9% | Reduced |
| Castleview Partners, LLC | 5,336 | $1.54M | 1.36% | −53−1.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,337 | $1.54M | 1.30% | −200−3.6% | Reduced |
| First Affirmative Financial Network | 5,337 | $1.54M | 1.78% | +253+5.0% | Added |
| Rock Point Advisors, LLC | 5,371 | $1.55M | 0.53% | −469−8.0% | Reduced |
| Orgel Wealth Management, LLC | 5,371 | $1.55M | 0.06% | +10.0% | Added |
| Wealthstream Advisors, Inc. | 5,373 | $1.55M | 0.93% | +219+4.2% | Added |
| 4J Wealth Management LLC | 5,373 | $1.55M | 1.66% | −171−3.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,386 | $1.55M | 0.81% | +3,187+144.9% | Added |
| Tanager Wealth Management LLP | 5,393 | $1.55M | 0.37% | −2,083−27.9% | Reduced |
| TAP Consulting, LLC | 5,397 | $1.56M | 0.38% | +137+2.6% | Added |
| Shulman DeMeo Asset Management LLC | 5,410 | $1.56M | 0.49% | +19+0.4% | Added |
| Ted Buchan & Co | 5,435 | $1.57M | 1.31% | +2,074+61.7% | Added |
| Atlas Private Wealth Management | 5,448 | $1.57M | 0.94% | +1,136+26.3% | Added |
| One Charles Private Wealth Services, LLC | 5,454 | $1.57M | 0.98% | +96+1.8% | Added |
| Droms Strauss Advisors Inc | 5,461 | $1.57M | 0.71% | +15+0.3% | Added |
| Lionsbridge Wealth Management LLC | 5,465 | $1.58M | 1.45% | +15+0.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,465 | $1.58M | 0.54% | +12+0.2% | Added |
| Eagle Harbor Asset Management Inc | 5,472 | $1.58M | 2.14% | +100+1.9% | Added |
| Dean Investment Associates, LLC | 5,473 | $1.58M | 0.25% | −240−4.2% | Reduced |
| Kennon-Green & Company, LLC | 5,478 | $1.58M | 1.50% | +2,935+115.4% | Added |
| BMS Financial Advisors, LLC | 5,486 | $1.58M | 1.09% | +563+11.4% | Added |
| Willis Johnson & Associates, Inc. | 5,492 | $1.58M | 0.19% | +192+3.6% | Added |
| Per Stirling Capital Management, LLC. | 5,493 | $1.58M | 0.34% | −4,700−46.1% | Reduced |
| Clifford Group, LLC | 5,498 | $1.58M | 1.92% | +105+1.9% | Added |
| Taconic Capital Advisors LP | 5,500 | $1.59M | 0.10% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 5,501 | $1.59M | 2.43% | −695−11.2% | Reduced |
| White Lighthouse Investment Management Inc. | 5,511 | $1.59M | 0.40% | +24+0.4% | Added |
| Deseret Mutual Benefit Administrators | 5,521 | $1.59M | 0.63% | +163+3.0% | Added |
| ASB Consultores, LLC | 5,539 | $1.60M | 0.64% | −3,089−35.8% | Reduced |
| Comprehensive Wealth Management, LLC | 5,540 | $1.60M | 1.32% | −330−5.6% | Reduced |
| WFA of San Diego, LLC | 5,566 | $1.60M | 1.68% | −605−9.8% | Reduced |
| Kades & Cheifetz LLC | 5,574 | $1.61M | 1.27% | −43−0.8% | Reduced |
| CMC Financial Group | 5,591 | $1.61M | 2.88% | −598−9.7% | Reduced |
| Owen LaRue, LLC | 7,046 | $1.61M | 1.75% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,626 | $1.62M | 0.51% | −323−5.4% | Reduced |
| Select Asset Management & Trust | 5,635 | $1.63M | 1.43% | +150+2.7% | Added |
| Truepoint, Inc. | 5,650 | $1.63M | 0.06% | +346+6.5% | Added |
| United Community Bank | 5,650 | $1.63M | 1.54% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,685 | $1.64M | 1.58% | −264−4.4% | Reduced |
| Goldstone Financial Group, LLC | 5,689 | $1.64M | 0.54% | +5,689 | New |
| Magnolia Capital Management Ltd | 5,714 | $1.65M | 1.55% | −2,200−27.8% | Reduced |
| Beach Investment Counsel Inc | 5,721 | $1.65M | 0.22% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 6,856 | $1.66M | 1.65% | +6,856 | New |
| Emfo, LLC | 5,760 | $1.66M | 1.57% | +402+7.5% | Added |
| Indie Asset Partners, LLC | 5,763 | $1.66M | 1.94% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5,772 | $1.66M | 0.30% | −1,006−14.8% | Reduced |
| Capitol Family Office, Inc. | 5,792 | $1.67M | 3.29% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 5,800 | $1.67M | 1.13% | +5,800 | New |
| EWG Elevate Inc. | 5,815 | $1.68M | 0.72% | −509−8.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,823 | $1.68M | 1.27% | +475+8.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,825 | $1.68M | 1.60% | −282−4.6% | Reduced |
| Campion Asset Management LLC | 5,834 | $1.68M | 1.59% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,839 | $1.68M | 0.73% | −354−5.7% | Reduced |
| Navellier & Associates Inc | 5,846 | $1.69M | 0.35% | −175−2.9% | Reduced |
| Mizuho Securities Co. Ltd. | 5,870 | $1.69M | 5.27% | +1,460+33.1% | Added |
| Legacy Capital Group California, Inc. | 5,881 | $1.70M | 0.83% | +5,881 | New |
| Legacy Financial Strategies, LLC | 5,889 | $1.70M | 0.63% | +58+1.0% | Added |