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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 8,613 | $2.48M | 0.54% | +2,939+51.8% | Added |
| PSI Advisors, LLC | 8,617 | $2.48M | 1.20% | +227+2.7% | Added |
| Cypress Wealth Services, LLC | 8,620 | $2.49M | 0.73% | −183−2.1% | Reduced |
| Ellis Investment Partners, LLC | 8,664 | $2.50M | 0.64% | +166+2.0% | Added |
| American Institute for Advanced Investment Management, LLP | 8,700 | $2.50M | 2.66% | −1,502−14.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.50M | 0.77% | 00.0% | Unchanged |
| Gould Asset Management LLC | 8,678 | $2.50M | 0.71% | −31−0.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,685 | $2.50M | 2.28% | −4,423−33.7% | Reduced |
| WP Advisors, LLC | 8,693 | $2.51M | 1.03% | +894+11.5% | Added |
| 3Chopt Investment Partners, LLC | 8,696 | $2.51M | 1.34% | +2,258+35.1% | Added |
| Seelaus Asset Management LLC | 8,706 | $2.51M | 1.89% | −2,251−20.5% | Reduced |
| Oliver Luxxe Assets LLC | 8,726 | $2.52M | 0.66% | −156−1.8% | Reduced |
| Aletheian Wealth Advisors LLC | 8,727 | $2.52M | 2.22% | +397+4.8% | Added |
| Fortem Financial Group, LLC | 8,729 | $2.52M | 1.64% | −1,933−18.1% | Reduced |
| Wellspring Financial Advisors, LLC | 8,748 | $2.52M | 0.75% | −978−10.1% | Reduced |
| Harbert Fund Advisors, Inc. | 8,750 | $2.52M | 1.80% | +3,100+54.9% | Added |
| Wagner Wealth Management, LLC | 8,752 | $2.52M | 1.15% | −93−1.1% | Reduced |
| Legacy Bridge, LLC | 8,755 | $2.52M | 1.76% | −915−9.5% | Reduced |
| Provident Trust Co | 8,764 | $2.53M | 0.07% | −240−2.7% | Reduced |
| Alhambra Investment Partners LLC | 8,767 | $2.53M | 1.74% | +23+0.3% | Added |
| Sterneck Capital Management, LLC | 8,774 | $2.53M | 1.59% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 8,780 | $2.53M | 1.40% | −127−1.4% | Reduced |
| Islay Capital Management, LLC | 8,786 | $2.53M | 2.47% | −1,577−15.2% | Reduced |
| Opal Wealth Advisors, LLC | 8,790 | $2.53M | 1.48% | +245+2.9% | Added |
| Kapstone Financial Advisors LLC | 8,758 | $2.54M | 2.29% | −390−4.3% | Reduced |
| Goodwin Daniel L | 8,805 | $2.54M | 1.28% | +200+2.3% | Added |
| Morris Retirement Advisors, LLC | 8,810 | $2.54M | 1.83% | −953−9.8% | Reduced |
| Red Wave Investments LLC | 8,815 | $2.54M | 1.05% | −58−0.7% | Reduced |
| Apeiron RIA LLC | 8,862 | $2.54M | 0.87% | −267−2.9% | Reduced |
| Bridgeworth, LLC | 8,845 | $2.55M | 0.32% | +349+4.1% | Added |
| Atlas Private Wealth Advisors | 8,852 | $2.55M | 1.18% | −316−3.4% | Reduced |
| VERITY Wealth Advisors | 8,868 | $2.56M | 2.37% | −154−1.7% | Reduced |
| Penobscot Wealth Management | 8,892 | $2.56M | 1.99% | +241+2.8% | Added |
| First National Corp | 8,888 | $2.56M | 0.61% | −82−0.9% | Reduced |
| Midwest Financial Group LLC | 8,892 | $2.56M | 2.36% | +8,892 | New |
| TTP Investments, Inc. | 8,897 | $2.57M | 2.07% | +123+1.4% | Added |
| Pathway Financial Advisers, LLC | 8,892 | $2.57M | 1.03% | +863+10.7% | Added |
| TB Alternative Assets Ltd. | 8,900 | $2.57M | 0.63% | +8,900 | New |
| Northern Financial Advisors Inc | 8,911 | $2.57M | 2.42% | +74+0.8% | Added |
| Monticello Wealth Management, LLC | 10,435 | $2.57M | 0.28% | +609+6.2% | Added |
| Aspen Wealth Strategies, LLC | 8,917 | $2.57M | 1.99% | −348−3.8% | Reduced |
| Ambassador Advisors, LLC | 8,305 | $2.58M | 0.58% | +4,523+119.6% | Added |
| Conway Capital Management, Inc. | 8,970 | $2.59M | 2.13% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 8,426 | $2.59M | 1.76% | +335+4.1% | Added |
| Tarbox Family Office, Inc. | 8,991 | $2.59M | 0.52% | −8−0.1% | Reduced |
| IAM Advisory, LLC | 9,005 | $2.60M | 0.90% | −2,783−23.6% | Reduced |
| Landmark Financial Advisors, LLC | 9,005 | $2.60M | 1.14% | −1,606−15.1% | Reduced |
| Merrion Investment Management Co, LLC | 9,011 | $2.60M | 2.48% | −75−0.8% | Reduced |
| Baron Wealth Management LLC | 9,022 | $2.60M | 1.84% | +160+1.8% | Added |
| Colonial River Wealth Management, LLC | 9,026 | $2.60M | 1.53% | +26+0.3% | Added |
| Single Point Partners, LLC | 9,030 | $2.60M | 0.57% | +2,577+39.9% | Added |
| Cutter & CO Brokerage, Inc. | 9,043 | $2.61M | 0.81% | +224+2.5% | Added |
| Peninsula Wealth, LLC | 9,047 | $2.61M | 0.75% | −913−9.2% | Reduced |
| Ti-Trust, Inc | 9,055 | $2.61M | 2.45% | 00.0% | Unchanged |
| Concentrum Wealth Management | 9,058 | $2.61M | 1.94% | −305−3.3% | Reduced |
| Massachusetts Wealth Management | 9,078 | $2.62M | 2.70% | −175−1.9% | Reduced |
| Olistico Wealth, LLC | 9,099 | $2.62M | 2.54% | +506+5.9% | Added |
| Evergreen Wealth Management, LLC | 9,101 | $2.62M | 2.33% | +117+1.3% | Added |
| Delta Capital Management LLC | 9,110 | $2.63M | 1.85% | −40−0.4% | Reduced |
| True Capital Management | 9,115 | $2.63M | 1.80% | +772+9.3% | Added |
| AlphaQ Advisors LLC | 9,116 | $2.63M | 2.23% | −838−8.4% | Reduced |
| Jessup Wealth Management, Inc | 9,116 | $2.63M | 1.56% | +597+7.0% | Added |
| Hoxton Planning & Management, LLC | 9,118 | $2.63M | 1.45% | −736−7.5% | Reduced |
| Goldstein Advisors, LLC | 9,140 | $2.63M | 0.58% | −2,043−18.3% | Reduced |
| Grace & White Inc | 9,150 | $2.64M | 0.51% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 9,155 | $2.64M | 0.72% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 9,158 | $2.64M | 1.92% | +195+2.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,168 | $2.64M | 0.72% | +350+4.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 9,170 | $2.64M | 0.28% | −72,678−88.8% | Reduced |
| Focused Wealth Management, Inc | 9,183 | $2.65M | 0.54% | +326+3.7% | Added |
| Caliber Wealth Management, LLC | 9,184 | $2.65M | 1.98% | −121−1.3% | Reduced |
| DMG Group, LLC | 9,226 | $2.65M | 2.68% | +163+1.8% | Added |
| Retirement Planning Group | 9,196 | $2.65M | 0.28% | −890−8.8% | Reduced |
| Purus Wealth Management, LLC | 9,220 | $2.66M | 2.10% | +45+0.5% | Added |
| Connective Portfolio Management, LLC | 9,279 | $2.66M | 8.43% | +3,800+69.4% | Added |
| Waycross Investment Management Co | 9,235 | $2.66M | 2.66% | −170−1.8% | Reduced |
| Tortoise Investment Management, LLC | 9,243 | $2.66M | 0.42% | +169+1.9% | Added |
| Walker Financial Services, Inc. | 9,247 | $2.67M | 2.75% | 00.0% | Unchanged |
| TFB Advisors LLC | 9,247 | $2.67M | 2.03% | +543+6.2% | Added |
| Semus Wealth Partners LLC | 9,269 | $2.67M | 2.87% | −319−3.3% | Reduced |
| Omnia Family Wealth, LLC | 9,296 | $2.68M | 2.06% | −50−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 9,296 | $2.68M | 1.45% | −41−0.4% | Reduced |
| BIP Wealth, LLC | 9,266 | $2.68M | 0.30% | +9,266 | New |
| McAlister, Sweet & Associates, Inc. | 9,321 | $2.69M | 2.95% | +295+3.3% | Added |
| Acima Private Wealth, LLC | 9,326 | $2.69M | 1.32% | +827+9.7% | Added |
| Cross Staff Investments Inc | 9,347 | $2.69M | 2.67% | −438−4.5% | Reduced |
| State of Wyoming | 9,360 | $2.70M | 0.87% | −9,615−50.7% | Reduced |
| Precept Management LLC | 9,400 | $2.71M | 5.47% | −6,600−41.3% | Reduced |
| Capstone Wealth Management Group, LLC | 9,405 | $2.71M | 3.01% | −915−8.9% | Reduced |
| Berkeley, Inc | 9,414 | $2.71M | 1.97% | +477+5.3% | Added |
| Luts & Greenleigh Group, Inc | 9,430 | $2.72M | 3.45% | −52−0.5% | Reduced |
| KLR Investment Advisors, LLC | 9,438 | $2.72M | 2.39% | −588−5.9% | Reduced |
| Landaas & Co | 9,438 | $2.72M | 1.33% | +265+2.9% | Added |
| Herr Investment Group LLC | 9,466 | $2.73M | 0.68% | −15,065−61.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 9,473 | $2.73M | 0.49% | +303+3.3% | Added |
| Waypoint Capital Advisors, LLC | 9,473 | $2.73M | 0.89% | −201−2.1% | Reduced |
| Marshall Financial Group LLC | 9,477 | $2.73M | 0.98% | −764−7.5% | Reduced |
| Riverpark Capital Management LLC | 9,481 | $2.73M | 5.49% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 9,486 | $2.73M | 0.54% | +173+1.9% | Added |
| Paragon Financial Partners, Inc. | 9,490 | $2.74M | 2.86% | −546−5.4% | Reduced |