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 |
|---|---|---|---|---|---|
| Johnson Bixby & Associates, LLC | 6,708 | $1.93M | 0.43% | −134−2.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,729 | $1.94M | 0.16% | +6,729 | New |
| Wolff Financial Management LLC | 6,747 | $1.95M | 0.68% | −92−1.3% | Reduced |
| Ascension Capital Advisors, Inc. | 6,750 | $1.95M | 1.50% | +4,600+214.0% | Added |
| Lion Street Advisors, LLC | 6,763 | $1.95M | 0.60% | +3,609+114.4% | Added |
| Aldebaran Financial Inc. | 6,771 | $1.95M | 2.63% | −1,301−16.1% | Reduced |
| Benedetti & Gucer, Inc. | 6,794 | $1.96M | 1.12% | +4,431+187.5% | Added |
| Rappaport Reiches Capital Management, LLC | 6,806 | $1.96M | 0.87% | −524−7.1% | Reduced |
| West Wealth Group, LLC | 6,809 | $1.96M | 0.91% | −55−0.8% | Reduced |
| Element Pointe Advisors, LLC | 6,810 | $1.96M | 0.66% | −146−2.1% | Reduced |
| Nova R Wealth, Inc. | 6,845 | $1.97M | 1.33% | +147+2.2% | Added |
| Retirement Income Solutions, Inc | 6,849 | $1.97M | 0.58% | +1,433+26.5% | Added |
| Evolution Wealth Advisors, LLC | 6,865 | $1.98M | 0.48% | +1,383+25.2% | Added |
| Blackston Financial Advisory Group, LLC | 6,874 | $1.98M | 1.48% | −601−8.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,897 | $1.99M | 1.31% | +508+8.0% | Added |
| Dalton Investments LLC | 6,900 | $1.99M | 1.75% | −1,600−18.8% | Reduced |
| PRW Wealth Management LLC | 6,485 | $1.99M | 0.78% | +185+2.9% | Added |
| Shira Ridge Wealth Management | 6,912 | $1.99M | 1.32% | −69−1.0% | Reduced |
| Montis Financial, LLC | 6,913 | $1.99M | 1.54% | −113−1.6% | Reduced |
| Ruggaard & Associates LLC | 6,915 | $1.99M | 1.23% | +6,915 | New |
| Syntal Capital Partners, LLC | 6,915 | $1.99M | 0.73% | +42+0.6% | Added |
| Cascade Investment Group, Inc. | 6,916 | $1.99M | 1.97% | −140−2.0% | Reduced |
| J.Safra Asset Management Corp | 6,933 | $2.00M | 0.32% | +6,933 | New |
| Cowen Prime Advisors LLC | 6,517 | $2.00M | 0.80% | −333−4.9% | Reduced |
| Silverleafe Capital Partners, LLC | 6,949 | $2.00M | 1.29% | −123−1.7% | Reduced |
| Coury Firm Asset Management LLC | 6,950 | $2.00M | 2.82% | +2,793+67.2% | Added |
| Iams Wealth Management, LLC | 7,064 | $2.00M | 1.67% | +1,917+37.2% | Added |
| Pettinga Financial Advisors, LLC | 6,958 | $2.01M | 0.63% | +3,091+79.9% | Added |
| Advance Capital Management, Inc. | 6,968 | $2.01M | 0.36% | +52+0.8% | Added |
| Community Bank of Raymore | 6,970 | $2.01M | 0.77% | −252−3.5% | Reduced |
| SJS Investment Consulting Inc. | 6,977 | $2.01M | 0.55% | +598+9.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 6,988 | $2.01M | 0.96% | +23+0.3% | Added |
| High Falls Advisors, Inc | 6,994 | $2.02M | 0.60% | +21+0.3% | Added |
| Cedrus LLC | 7,004 | $2.02M | 1.42% | +131+1.9% | Added |
| Northeast Financial Group, Inc. | 8,144 | $2.02M | 1.46% | +522+6.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,023 | $2.02M | 0.31% | +1,098+18.5% | Added |
| Astoria Portfolio Advisors LLC. | 7,057 | $2.03M | 0.86% | −896−11.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,049 | $2.03M | 0.81% | +3,936+126.4% | Added |
| Cornercap Investment Counsel Inc | 7,050 | $2.03M | 0.36% | −926−11.6% | Reduced |
| Susquehanna International Group Ltd. | 7,056 | $2.03M | 1.16% | +7,056 | New |
| Kohmann Bosshard Financial Services, LLC | 7,057 | $2.03M | 0.38% | −67−0.9% | Reduced |
| Genesee Capital Advisors, LLC | 7,057 | $2.03M | 1.45% | −169−2.3% | Reduced |
| VELA Investment Management, LLC | 7,066 | $2.04M | 0.93% | +1,208+20.6% | Added |
| Full Sail Capital, LLC | 7,074 | $2.04M | 0.18% | −591−7.7% | Reduced |
| Detalus Advisors, LLC | 7,091 | $2.04M | 0.98% | −71−1.0% | Reduced |
| Burns Matteson Capital Management, LLC | 7,092 | $2.04M | 1.30% | +25+0.4% | Added |
| WealthTrust Asset Management, LLC | 7,092 | $2.04M | 1.95% | +98+1.4% | Added |
| Heritage Financial Services, LLC | 7,093 | $2.04M | 0.45% | +254+3.7% | Added |
| US Financial Advisors, LLC | 7,094 | $2.05M | 0.91% | +100+1.4% | Added |
| Asset Allocation & Management Company, LLC | 7,121 | $2.05M | 0.82% | −1,500−17.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,128 | $2.06M | 0.86% | +5,162+262.6% | Added |
| Alterna Wealth Management, Inc | 7,128 | $2.06M | 2.58% | −362−4.8% | Reduced |
| LJI Wealth Management, LLC | 7,134 | $2.06M | 0.65% | +142+2.0% | Added |
| American Investment Services, Inc. | 8,587 | $2.06M | 0.42% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 7,150 | $2.06M | 1.88% | +39+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,171 | $2.07M | 0.01% | −6−0.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 7,174 | $2.07M | 0.91% | +1,652+29.9% | Added |
| Park Edge Advisors, LLC | 7,174 | $2.07M | 0.79% | −3,411−32.2% | Reduced |
| WealthCare Investment Partners, LLC | 7,176 | $2.07M | 1.25% | −175−2.4% | Reduced |
| Arbor Capital Management Inc | 7,166 | $2.07M | 1.68% | +33+0.5% | Added |
| IronBridge Private Wealth, LLC | 7,199 | $2.08M | 1.33% | +7,199 | New |
| Absolute Capital Management, LLC | 7,200 | $2.08M | 1.84% | −2,472−25.6% | Reduced |
| Saba Capital Management, L.P. | 7,227 | $2.08M | 0.05% | +7,227 | New |
| MPS Loria Financial Planners, LLC | 7,235 | $2.09M | 0.84% | +476+7.0% | Added |
| NinePointTwo Capital | 7,242 | $2.09M | 0.79% | −960−11.7% | Reduced |
| Campbell Wealth Management | 7,242 | $2.09M | 0.26% | −524−6.7% | Reduced |
| Ratan Capital Management LP | 7,250 | $2.09M | 5.66% | −29,000−80.0% | Reduced |
| Triton Wealth Management, PLLC | 6,359 | $2.09M | 1.28% | −249−3.8% | Reduced |
| Ullmann Financial Group, Inc. | 7,270 | $2.10M | 0.48% | +1,516+26.3% | Added |
| Goepper Burkhardt LLC | 7,270 | $2.10M | 1.37% | −63−0.9% | Reduced |
| Barden Capital Management, Inc. | 7,278 | $2.10M | 2.00% | +47+0.6% | Added |
| Peak Financial Advisors LLC | 7,283 | $2.10M | 1.77% | +6,341+673.1% | Added |
| TD Capital Management LLC | 7,287 | $2.10M | 0.26% | +122+1.7% | Added |
| Lipe & Dalton | 7,323 | $2.11M | 1.21% | +5+0.1% | Added |
| Baldrige Asset Management LLC | 7,337 | $2.12M | 0.87% | −57−0.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,347 | $2.12M | 1.00% | +120+1.7% | Added |
| Manchester Financial Inc | 7,370 | $2.12M | 0.62% | +132+1.8% | Added |
| Alta Wealth Advisors LLC | 7,390 | $2.13M | 1.34% | −94−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 7,398 | $2.13M | 1.01% | −13−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,404 | $2.13M | 0.85% | −248−3.2% | Reduced |
| Midwest Professional Planners, LTD. | 7,406 | $2.14M | 1.04% | −2,248−23.3% | Reduced |
| Claybrook Capital, LLC | 7,435 | $2.14M | 1.20% | −100−1.3% | Reduced |
| Parkside Advisors LLC | 7,435 | $2.14M | 0.71% | −214−2.8% | Reduced |
| Financial Advisory Group | 7,439 | $2.14M | 0.43% | +107+1.5% | Added |
| Gill Capital Partners, LLC | 7,453 | $2.15M | 0.96% | −204−2.7% | Reduced |
| XN LP | 7,461 | $2.15M | 0.26% | −50,724−87.2% | Reduced |
| Charter Oak Capital Management, LLC | 7,462 | $2.15M | 0.30% | +113+1.5% | Added |
| Sonoma Private Wealth LLC | 7,475 | $2.16M | 4.28% | +744+11.1% | Added |
| Aspire Private Capital, LLC | 7,477 | $2.16M | 0.72% | +145+2.0% | Added |
| Granite Bay Wealth Management, LLC | 7,477 | $2.16M | 1.51% | +1,095+17.2% | Added |
| Retirement Capital Strategies | 7,493 | $2.16M | 1.05% | −69−0.9% | Reduced |
| Autumn Glory Partners, LLC | 7,497 | $2.16M | 1.85% | −11,329−60.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 7,501 | $2.16M | 1.15% | +58+0.8% | Added |
| Aristides Capital LLC | 7,502 | $2.16M | 1.36% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 7,514 | $2.17M | 2.07% | −431−5.4% | Reduced |
| Firestone Capital Management | 7,515 | $2.17M | 0.78% | +233+3.2% | Added |
| Zimmermann Investment Management & Planning LLC | 7,527 | $2.17M | 1.13% | −506−6.3% | Reduced |
| Fortress Wealth Group, LLC | 7,529 | $2.17M | 1.57% | −276−3.5% | Reduced |
| Tealwood Asset Management Inc | 7,540 | $2.17M | 1.11% | −178−2.3% | Reduced |
| WR Wealth Planners, LLC | 7,553 | $2.18M | 0.94% | +4,024+114.0% | Added |