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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Legacy Financial Strategies, LLC | 5,889 | $1.70M | 0.63% | +58+1.0% | Added |
| Echo45 Advisors LLC | 5,890 | $1.70M | 1.41% | −183−3.0% | Reduced |
| Fiduciary Planning LLC | 5,899 | $1.70M | 0.81% | +217+3.8% | Added |
| Ironwood Investment Management LLC | 5,913 | $1.70M | 1.07% | −50−0.8% | Reduced |
| Check Capital Management Inc | 5,929 | $1.71M | 0.16% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,935 | $1.71M | 1.34% | −152−2.5% | Reduced |
| Alphadyne Asset Management LP | 5,941 | $1.71M | 3.16% | +5,941 | New |
| Clearview Wealth Advisors LLC | 5,948 | $1.71M | 1.74% | −1,593−21.1% | Reduced |
| Davidson Capital Management Inc. | 5,980 | $1.72M | 1.05% | +1,665+38.6% | Added |
| Financial Strategies Group, Inc. | 5,985 | $1.73M | 0.66% | +573+10.6% | Added |
| Viking Fund Management LLC | 6,000 | $1.73M | 0.33% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.73M | 1.55% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 6,000 | $1.73M | 6.25% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.73M | 0.40% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 6,000 | $1.73M | 0.81% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 6,002 | $1.73M | 0.99% | −421−6.6% | Reduced |
| Requisite Capital Management, LLC | 6,005 | $1.73M | 0.53% | +58+1.0% | Added |
| Tevis Investment Management | 6,009 | $1.73M | 1.76% | −216−3.5% | Reduced |
| Matrix Trust Co | 6,015 | $1.73M | 0.47% | +404+7.2% | Added |
| 360 Financial, Inc. | 6,023 | $1.74M | 0.92% | +1,368+29.4% | Added |
| Meridian Wealth Partners, LLC | 6,031 | $1.74M | 0.38% | +676+12.6% | Added |
| Primoris Wealth Advisors, LLC | 6,037 | $1.74M | 2.14% | −73−1.2% | Reduced |
| Hexagon Capital Partners LLC | 6,037 | $1.74M | 0.49% | −183−2.9% | Reduced |
| Talisman Wealth Advisors LLC | 6,038 | $1.74M | 3.15% | +1,640+37.3% | Added |
| Turim 21 Investimentos Ltda. | 6,071 | $1.75M | 1.77% | +5,847+2,610.3% | Added |
| RVW Wealth, LLC | 6,072 | $1.75M | 0.22% | −1,530−20.1% | Reduced |
| Cedar Wealth Management, LLC | 6,077 | $1.75M | 0.72% | −315−4.9% | Reduced |
| Lannebo Fonder AB | 13,500 | $1.75M | 0.28% | −191,500−93.4% | Reduced |
| Rain Capital Management, LLC | 6,104 | $1.76M | 1.21% | −85−1.4% | Reduced |
| Cornerstone National Bank & Trust Co | 6,107 | $1.76M | 0.96% | −124−2.0% | Reduced |
| Profit Investment Management, LLC | 6,120 | $1.76M | 1.17% | −152−2.4% | Reduced |
| Wallace Advisory Group, LLC | 6,125 | $1.77M | 1.34% | +175+2.9% | Added |
| Intrepid Financial Planning Group LLC | 6,151 | $1.77M | 0.89% | −120−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 6,153 | $1.77M | 1.24% | −98−1.6% | Reduced |
| Seed Wealth Management, Inc. | 6,162 | $1.78M | 2.01% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 6,178 | $1.78M | 1.21% | +262+4.4% | Added |
| New World Advisors LLC | 6,184 | $1.78M | 0.69% | −26−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 6,200 | $1.79M | 1.90% | −130−2.1% | Reduced |
| Pathway Financial Advisors LLC | 6,200 | $1.79M | 0.60% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 6,200 | $1.79M | 2.35% | +6,200 | New |
| Resolute Wealth Strategies, LLC | 6,200 | $1.79M | 1.52% | +6,200 | New |
| Arq Wealth Advisors, LLC | 6,211 | $1.79M | 1.32% | −215−3.3% | Reduced |
| Horan Securities, Inc. | 6,217 | $1.79M | 0.92% | +134+2.2% | Added |
| Rocky Mountain Advisers, LLC | 6,224 | $1.79M | 0.96% | −198−3.1% | Reduced |
| Cunning Capital Partners, LP | 6,225 | $1.79M | 1.22% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 6,245 | $1.80M | 1.54% | +37+0.6% | Added |
| Tennessee Valley Asset Management Partners | 6,245 | $1.80M | 0.59% | −24−0.4% | Reduced |
| ERTS Wealth Advisors, LLC | 6,246 | $1.80M | 0.44% | −371−5.6% | Reduced |
| AtlasMark Financial, Inc | 6,248 | $1.80M | 2.36% | +6,248 | New |
| BOS Asset Management, LLC | 6,251 | $1.80M | 1.50% | −73−1.2% | Reduced |
| Diversified Portfolios, Inc. | 6,254 | $1.80M | 0.40% | +1,291+26.0% | Added |
| Sentinus, LLC | 6,269 | $1.81M | 0.60% | +3,234+106.6% | Added |
| Cortland Associates Inc | 6,292 | $1.81M | 0.29% | −79−1.2% | Reduced |
| Deuterium Capital Management, LLC | 6,300 | $1.82M | 3.06% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 5,905 | $1.82M | 1.08% | −97−1.6% | Reduced |
| Copperwynd Financial, LLC | 6,332 | $1.83M | 0.93% | +979+18.3% | Added |
| Summit Wealth Partners, LLC | 6,341 | $1.83M | 0.47% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 6,349 | $1.83M | 0.90% | +159+2.6% | Added |
| N.E.W. Advisory Services LLC | 6,349 | $1.83M | 0.27% | −176−2.7% | Reduced |
| Navalign, LLC | 6,354 | $1.83M | 0.77% | −35−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 6,361 | $1.83M | 1.47% | +18+0.3% | Added |
| Peterson Wealth Services | 6,365 | $1.84M | 0.94% | +2,780+77.5% | Added |
| TrueWealth Advisors, LLC | 6,375 | $1.84M | 0.77% | −400−5.9% | Reduced |
| Raleigh Capital Management Inc. | 6,376 | $1.84M | 0.91% | +878+16.0% | Added |
| Ategra Capital Management, LLC | 6,381 | $1.84M | 1.03% | +3,064+92.4% | Added |
| KFA Private Wealth Group, LLC | 6,386 | $1.84M | 0.84% | −351−5.2% | Reduced |
| Human Investing LLC | 6,391 | $1.84M | 0.45% | −108−1.7% | Reduced |
| Hill Island Financial LLC | 6,034 | $1.84M | 0.74% | −209−3.3% | Reduced |
| Crew Capital Management, Ltd. | 6,398 | $1.84M | 2.65% | +110+1.7% | Added |
| Cohen & Steers, Inc. | 6,399 | $1.84M | 0.00% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 6,402 | $1.85M | 2.70% | +157+2.5% | Added |
| WestHill Financial Advisors, Inc. | 6,405 | $1.85M | 0.55% | −298−4.4% | Reduced |
| Old North State Wealth Management, LLC | 6,407 | $1.85M | 1.73% | +212+3.4% | Added |
| DecisionPoint Financial, LLC | 6,430 | $1.85M | 1.07% | +207+3.3% | Added |
| Meridian Financial, LLC | 6,434 | $1.85M | 1.80% | +33+0.5% | Added |
| Family Firm, Inc. | 6,435 | $1.86M | 0.51% | +23+0.4% | Added |
| Charter Research & Investment Group, Inc. | 6,439 | $1.86M | 1.63% | +4,303+201.5% | Added |
| Nottingham Advisors, Inc. | 6,456 | $1.86M | 0.25% | −405−5.9% | Reduced |
| Joseph Group Capital Management | 6,483 | $1.87M | 1.64% | +767+13.4% | Added |
| Alpha DNA Investment Management LLC | 6,489 | $1.87M | 0.96% | −3,630−35.9% | Reduced |
| LGT Financial Advisors LLC | 6,502 | $1.87M | 3.49% | +301+4.9% | Added |
| Texas Capital Bancshares Inc | 6,514 | $1.88M | 1.17% | +53+0.8% | Added |
| Norwood Financial Corp | 6,515 | $1.88M | 2.98% | −85−1.3% | Reduced |
| AllSquare Wealth Management LLC | 6,531 | $1.88M | 1.22% | −108−1.6% | Reduced |
| Sharkey, Howes & Javer | 6,536 | $1.88M | 0.40% | −185−2.8% | Reduced |
| Fca Corp | 6,538 | $1.88M | 0.71% | +1,264+24.0% | Added |
| Coho Partners, Ltd. | 6,550 | $1.89M | 0.03% | −144−2.2% | Reduced |
| Granger Management LLC | 6,560 | $1.89M | 0.83% | −894−12.0% | Reduced |
| Ade, LLC | 6,615 | $1.91M | 1.37% | −10−0.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,623 | $1.91M | 0.66% | −152−2.2% | Reduced |
| Sanders Morris Harris LLC | 6,626 | $1.91M | 0.67% | −8,108−55.0% | Reduced |
| Northwest Wealth Management, LLC | 6,631 | $1.91M | 0.73% | +3,319+100.2% | Added |
| Coastal Capital Group, Inc. | 6,634 | $1.91M | 0.43% | +495+8.1% | Added |
| Compass Financial Advisors LLC | 6,637 | $1.91M | 2.43% | −346−5.0% | Reduced |
| Collective Family Office LLC | 6,663 | $1.92M | 0.79% | −1,211−15.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 6,667 | $1.92M | 1.80% | −321−4.6% | Reduced |
| Westshore Wealth, LLC | 6,686 | $1.93M | 1.01% | +78+1.2% | Added |
| First National Bank Sioux Falls | 6,689 | $1.93M | 1.34% | +40+0.6% | Added |
| Abacus Wealth Partners, LLC | 6,215 | $1.93M | 0.64% | +553+9.8% | Added |
| Scott Investment Partners LLP | 6,700 | $1.93M | 4.45% | 00.0% | Unchanged |