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 |
|---|---|---|---|---|---|
| Groesbeck Investment Management Corp | 7,556 | $2.18M | 3.26% | 00.0% | Unchanged |
| apricus wealth, LLC | 7,559 | $2.18M | 1.99% | −178−2.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,575 | $2.18M | 1.10% | −350−4.4% | Reduced |
| Outlook Wealth Advisors, LLC | 7,581 | $2.19M | 0.97% | −129−1.7% | Reduced |
| Beacon Capital Management, LLC | 7,586 | $2.19M | 0.64% | +193+2.6% | Added |
| Fermata Advisors, LLC | 7,615 | $2.20M | 1.33% | −1,113−12.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,623 | $2.20M | 0.82% | −589−7.2% | Reduced |
| Washburn Capital Management, Inc. | 7,623 | $2.20M | 1.89% | −362−4.5% | Reduced |
| Opes Wealth Management LLC | 7,623 | $2.20M | 0.71% | +543+7.7% | Added |
| Safeguard Investment Advisory Group, LLC | 7,629 | $2.20M | 1.06% | +475+6.6% | Added |
| Capula Management Ltd | 7,663 | $2.21M | 0.19% | −136,975−94.7% | Reduced |
| Trevian Wealth Management LLC | 7,665 | $2.21M | 2.07% | +33+0.4% | Added |
| Dimension Capital Management LLC | 7,694 | $2.22M | 0.51% | +6+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,701 | $2.22M | 1.07% | +225+3.0% | Added |
| Phillips Wealth Planners LLC | 7,267 | $2.22M | 2.94% | −21−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,746 | $2.23M | 1.63% | +1,684+27.8% | Added |
| Tillman Hartley LLC | 7,765 | $2.24M | 0.95% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 7,767 | $2.24M | 1.51% | +94+1.2% | Added |
| Presilium Private Wealth, LLC | 7,792 | $2.25M | 0.87% | +475+6.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,796 | $2.25M | 1.35% | +95+1.2% | Added |
| Doheny Asset Management | 7,806 | $2.25M | 2.02% | +2,524+47.8% | Added |
| Richmond Brothers, Inc. | 7,811 | $2.25M | 3.80% | −1,937−19.9% | Reduced |
| Clarity Wealth Advisors, LLC | 7,823 | $2.26M | 1.15% | +208+2.7% | Added |
| Rockbridge Investment Management, LCC | 7,833 | $2.26M | 0.42% | −57−0.7% | Reduced |
| LWMG, LLC | 7,833 | $2.26M | 0.71% | −193−2.4% | Reduced |
| Lane & Associates LLC | 7,840 | $2.26M | 2.02% | −312−3.8% | Reduced |
| Portolan Capital Management, LLC | 7,857 | $2.27M | 0.22% | −2,368−23.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,226 | $2.27M | 2.32% | +43+0.5% | Added |
| Sunburst Financial Group, LLC | 7,892 | $2.28M | 0.84% | −11−0.1% | Reduced |
| Difesa Capital Management, LP | 7,895 | $2.28M | 2.15% | +190+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 7,904 | $2.28M | 0.62% | +7,904 | New |
| LWM Advisory Services, LLC | 7,913 | $2.28M | 2.43% | −239−2.9% | Reduced |
| Birchcreek Wealth Management, LLC | 7,917 | $2.28M | 1.81% | +1,536+24.1% | Added |
| GenTrust, LLC | 7,929 | $2.29M | 0.16% | +1,782+29.0% | Added |
| Zeit Capital LLC | 7,943 | $2.29M | 2.12% | −1,420−15.2% | Reduced |
| Beacon Financial Advisory LLC | 7,946 | $2.29M | 1.46% | +128+1.6% | Added |
| FFT Wealth Management LLC | 7,963 | $2.30M | 0.29% | −58−0.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,985 | $2.30M | 1.86% | +322+4.2% | Added |
| Burton Enright Welch | 7,994 | $2.30M | 0.88% | +439+5.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $2.31M | 0.38% | 00.0% | Unchanged |
| Menard Financial Group LLC | 8,010 | $2.31M | 5.34% | −242−2.9% | Reduced |
| Oder Investment Management, LLC | 8,012 | $2.31M | 2.70% | +49+0.6% | Added |
| Kaizen Financial Strategies | 8,018 | $2.31M | 2.28% | −390−4.6% | Reduced |
| CMG Global Holdings, LLC | 8,025 | $2.31M | 2.10% | +974+13.8% | Added |
| Coastwise Capital Group, LLC | 8,026 | $2.31M | 2.64% | +1,004+14.3% | Added |
| Advisory Resource Group | 8,033 | $2.32M | 0.65% | +180+2.3% | Added |
| KC Investment Advisors, LLC | 8,041 | $2.32M | 2.17% | −703−8.0% | Reduced |
| Mascoma Wealth Management LLC | 7,563 | $2.32M | 0.68% | −660−8.0% | Reduced |
| IMPACTfolio, LLC | 8,063 | $2.32M | 1.95% | +133+1.7% | Added |
| Summit Financial Wealth Advisors, LLC | 8,087 | $2.33M | 0.55% | −34−0.4% | Reduced |
| KB Financial Partners, LLC | 8,103 | $2.34M | 0.69% | +871+12.0% | Added |
| Castle Wealth Management LLC | 8,107 | $2.34M | 1.81% | −488−5.7% | Reduced |
| Hartford Funds Management Co LLC | 8,121 | $2.34M | 0.24% | +1,212+17.5% | Added |
| Clearwater Capital Advisors, LLC | 8,123 | $2.34M | 0.29% | +53+0.7% | Added |
| Vanguard Capital Wealth Advisors | 8,124 | $2.34M | 2.33% | +1,053+14.9% | Added |
| One + One Wealth Management, LLC | 8,127 | $2.34M | 1.66% | −496−5.8% | Reduced |
| Next Level Private LLC | 8,159 | $2.35M | 1.85% | −100−1.2% | Reduced |
| Werba Rubin Papier Wealth Management | 8,180 | $2.36M | 0.93% | +504+6.6% | Added |
| RIA Advisory Group LLC | 8,152 | $2.36M | 1.09% | +496+6.5% | Added |
| SRN Advisors, LLC | 8,310 | $2.36M | 2.16% | −1,126−11.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 8,199 | $2.36M | 1.10% | +112+1.4% | Added |
| Latitude Advisors, LLC | 8,214 | $2.37M | 1.71% | −35−0.4% | Reduced |
| Column Capital Advisors, LLC | 8,214 | $2.37M | 0.35% | +1,326+19.3% | Added |
| Neumann Capital Management, LLC | 8,217 | $2.37M | 1.04% | −280−3.3% | Reduced |
| Wealth Quarterback LLC | 8,226 | $2.37M | 2.01% | −246−2.9% | Reduced |
| Lumature Wealth Partners, LLC | 8,232 | $2.37M | 1.33% | −512−5.9% | Reduced |
| Aua Capital Management, LLC | 8,256 | $2.38M | 1.61% | −7−0.1% | Reduced |
| Krane Funds Advisors LLC | 8,425 | $2.38M | 0.11% | +1,219+16.9% | Added |
| Lakewood Asset Management LLC | 8,272 | $2.38M | 1.98% | −91−1.1% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $2.39M | 1.34% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 8,297 | $2.39M | 2.31% | 00.0% | Unchanged |
| Round Hill Asset Management | 8,309 | $2.40M | 1.49% | −150−1.8% | Reduced |
| Independent Wealth Network Inc. | 8,313 | $2.40M | 1.53% | −21−0.3% | Reduced |
| Peoples Bank | 8,319 | $2.40M | 1.53% | −376−4.3% | Reduced |
| Wolf Group Capital Advisors | 8,333 | $2.40M | 1.19% | −168−2.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,334 | $2.40M | 0.93% | −378−4.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 8,342 | $2.40M | 0.80% | +522+6.7% | Added |
| Arbor Investment Advisors, LLC | 8,347 | $2.41M | 0.44% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 8,376 | $2.41M | 1.80% | −97−1.1% | Reduced |
| D. Scott Neal, Inc. | 8,399 | $2.42M | 1.35% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 8,399 | $2.42M | 1.15% | +2,043+32.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,405 | $2.42M | 0.93% | +8,405 | New |
| Mount Capital Ltd | 8,412 | $2.42M | 0.96% | −288−3.3% | Reduced |
| Southland Equity Partners LLC | 8,412 | $2.43M | 0.95% | +293+3.6% | Added |
| Salvus Wealth Management, LLC | 8,419 | $2.43M | 1.96% | +405+5.1% | Added |
| Global Strategic Investment Solutions, LLC | 8,421 | $2.43M | 0.35% | −166−1.9% | Reduced |
| Mirabella Financial Services LLP | 8,446 | $2.43M | 0.52% | +4,242+100.9% | Added |
| Pecaut & Co. | 8,454 | $2.44M | 1.11% | −92−1.1% | Reduced |
| Southern Capital Advisors, LLC | 8,482 | $2.45M | 1.81% | −51−0.6% | Reduced |
| Xcel Wealth Management, LLC | 8,492 | $2.45M | 0.86% | +7+0.1% | Added |
| Twin Lakes Capital Management, LLC | 8,499 | $2.45M | 1.83% | +9+0.1% | Added |
| Sunflower Bank, N.A. | 8,502 | $2.45M | 0.55% | −577−6.4% | Reduced |
| QP Wealth Management, LLC | 8,507 | $2.45M | 4.02% | −442−4.9% | Reduced |
| Townsend & Associates, Inc | 7,995 | $2.46M | 0.99% | +4,281+115.3% | Added |
| Westhampton Capital, LLC | 8,536 | $2.46M | 1.58% | +19+0.2% | Added |
| Clark Financial Services Group Inc | 8,583 | $2.47M | 3.65% | −52−0.6% | Reduced |
| Guerra Pan Advisors, LLC | 8,596 | $2.48M | 3.11% | +146+1.7% | Added |
| Firethorn Wealth Partners, LLC | 8,113 | $2.48M | 1.94% | −198−2.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,602 | $2.48M | 2.38% | +155+1.8% | Added |
| Karani Asset Management LLC | 8,607 | $2.48M | 2.63% | +4,201+95.3% | Added |