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 |
|---|---|---|---|---|---|
| Affinity Capital Advisors, LLC | 9,504 | $2.74M | 0.85% | −131−1.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 9,505 | $2.74M | 1.92% | +9,505 | New |
| Rosenberg Matthew Hamilton | 9,505 | $2.74M | 0.88% | −16−0.2% | Reduced |
| Insight Inv LLC | 9,512 | $2.74M | 2.96% | −145−1.5% | Reduced |
| Argus Investors' Counsel, Inc. | 9,525 | $2.75M | 2.08% | +100+1.1% | Added |
| HT Partners LLC | 9,528 | $2.75M | 0.81% | +180+1.9% | Added |
| Horizon Kinetics Asset Management LLC | 9,536 | $2.75M | 0.05% | +797+9.1% | Added |
| East Coast Asset Management, LLC. | 9,538 | $2.75M | 1.21% | −93−1.0% | Reduced |
| MKT Advisors LLC | 9,672 | $2.75M | 2.05% | −71−0.7% | Reduced |
| Towercrest Capital Management | 9,548 | $2.75M | 0.57% | +10+0.1% | Added |
| Carson Advisory Inc. | 9,553 | $2.75M | 2.45% | −90−0.9% | Reduced |
| Members Capital Advisors Inc | 9,555 | $2.75M | 1.99% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 9,744 | $2.77M | 2.18% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,625 | $2.77M | 0.93% | +2,011+26.4% | Added |
| IFP Advisors, Inc | 87,134 | $2.78M | 0.13% | −71,843−45.2% | Reduced |
| Eads & Heald Wealth Management | 9,644 | $2.78M | 1.38% | −150−1.5% | Reduced |
| Aire Advisors, LLC | 9,645 | $2.78M | 0.78% | +1,324+15.9% | Added |
| Garden State Investment Advisory Services LLC | 9,649 | $2.78M | 1.41% | −8−0.1% | Reduced |
| Rede Wealth, LLC | 9,653 | $2.78M | 1.45% | +37+0.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,666 | $2.79M | 2.87% | −111−1.1% | Reduced |
| Rbo & Co LLC | 9,670 | $2.79M | 0.49% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 9,674 | $2.79M | 2.22% | +3,071+46.5% | Added |
| Ellenbecker Investment Group | 9,678 | $2.79M | 0.76% | +106+1.1% | Added |
| Silvia McColl Wealth Management, LLC | 9,691 | $2.79M | 2.77% | +32+0.3% | Added |
| Oak Asset Management, LLC | 9,717 | $2.80M | 1.21% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9,890 | $2.81M | 2.76% | −3,680−27.1% | Reduced |
| Asset Management Group, Inc. | 9,746 | $2.81M | 0.63% | +130+1.4% | Added |
| SRS Capital Advisors, Inc. | 9,750 | $2.81M | 0.37% | +334+3.5% | Added |
| Libra Wealth LLC | 9,760 | $2.81M | 1.63% | 00.0% | Unchanged |
| Accuvest Global Advisors | 9,759 | $2.81M | 1.27% | −12,493−56.1% | Reduced |
| Elevated Capital Advisors, LLC | 9,766 | $2.82M | 1.01% | +23+0.2% | Added |
| Pring Turner Capital Group Inc | 9,766 | $2.82M | 2.79% | −44−0.4% | Reduced |
| Investment Advisory Group, LLC | 9,787 | $2.82M | 1.62% | +157+1.6% | Added |
| Mayport, LLC | 9,788 | $2.82M | 1.77% | +938+10.6% | Added |
| KWB Wealth | 11,775 | $2.82M | 0.52% | +5,553+89.2% | Added |
| Signature Wealth Management Partners, LLC | 9,826 | $2.83M | 2.63% | −1,200−10.9% | Reduced |
| Stillwater Investment Management, LLC | 9,842 | $2.84M | 0.76% | −179−1.8% | Reduced |
| Wulff, Hansen & Co. | 9,842 | $2.84M | 3.24% | −175−1.7% | Reduced |
| Vetamer Capital Management, L.P. | 9,845 | $2.84M | 3.91% | +1,494+17.9% | Added |
| Running Point Capital Advisors, LLC | 9,846 | $2.84M | 1.72% | −41−0.4% | Reduced |
| Keeler Thomas Management LLC | 9,852 | $2.84M | 1.33% | −10,815−52.3% | Reduced |
| Laraway Financial Inc | 9,871 | $2.85M | 2.88% | −1,059−9.7% | Reduced |
| CKW Financial Group | 9,876 | $2.85M | 0.46% | +20.0% | Added |
| Traphagen Investment Advisors LLC | 9,888 | $2.85M | 0.42% | +559+6.0% | Added |
| Truvestments Capital LLC | 9,891 | $2.85M | 1.52% | −447−4.3% | Reduced |
| Prentiss Smith & Co Inc | 9,908 | $2.86M | 2.12% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 9,919 | $2.86M | 3.59% | +535+5.7% | Added |
| Flaharty Asset Management, LLC | 9,922 | $2.86M | 0.51% | −308−3.0% | Reduced |
| Register Financial Advisors LLC | 9,926 | $2.86M | 2.25% | +866+9.6% | Added |
| TMD Wealth Management, LLC | 9,938 | $2.87M | 0.81% | +1,076+12.1% | Added |
| Mezzasalma Advisors, LLC | 9,945 | $2.87M | 2.03% | +22+0.2% | Added |
| Tributary Capital Management, LLC | 9,946 | $2.87M | 0.27% | −180−1.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,959 | $2.87M | 1.54% | −368−3.6% | Reduced |
| Cookson Peirce & Co Inc | 9,959 | $2.87M | 0.18% | +73+0.7% | Added |
| MBA Advisors LLC | 9,962 | $2.87M | 1.79% | −120−1.2% | Reduced |
| Sound Income Strategies, LLC | 9,971 | $2.87M | 0.31% | −287−2.8% | Reduced |
| Samalin Investment Counsel, LLC | 9,980 | $2.88M | 1.73% | +61+0.6% | Added |
| Trust Co | 9,987 | $2.88M | 0.44% | −312−3.0% | Reduced |
| Provence Wealth Management Group | 9,996 | $2.88M | 1.92% | +2,301+29.9% | Added |
| Forest Hill Capital, LLC | 10,000 | $2.88M | 1.25% | +10,000 | New |
| Prentice Wealth Management LLC | 10,011 | $2.89M | 1.38% | −3,580−26.3% | Reduced |
| Reitz Capital Advisors LLC | 10,050 | $2.90M | 2.67% | −86−0.8% | Reduced |
| JJJ Advisors Inc. | 10,129 | $2.90M | 0.82% | +90+0.9% | Added |
| Cardinal Strategic Wealth Guidance | 10,099 | $2.90M | 1.35% | −1,462−12.6% | Reduced |
| Lumbard & Kellner, LLC | 9,966 | $2.91M | 1.46% | +60+0.6% | Added |
| Sonen Capital LLC | 10,104 | $2.91M | 4.94% | −71−0.7% | Reduced |
| Capital Performance Advisors LLP | 10,119 | $2.92M | 1.57% | +8+0.1% | Added |
| Intrinsic Value Partners, LLC | 10,122 | $2.92M | 3.95% | −390−3.7% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $2.92M | 7.89% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 14,601 | $2.93M | 2.68% | +239+1.7% | Added |
| Arvest Trust Co N A | 10,172 | $2.93M | 0.18% | +181+1.8% | Added |
| Norris Financial Group, LLC | 10,224 | $2.95M | 2.16% | −229−2.2% | Reduced |
| Crystal Rock Capital Management | 10,225 | $2.95M | 2.44% | −2,900−22.1% | Reduced |
| Lodestar Private Asset Management LLC | 10,226 | $2.95M | 0.53% | −7−0.1% | Reduced |
| Catalyst Wealth Management, LLC | 10,229 | $2.95M | 2.76% | +196+2.0% | Added |
| Source Financial Advisors LLC | 10,230 | $2.95M | 0.99% | −1,843−15.3% | Reduced |
| Channing Global Advisors, LLC | 10,244 | $2.95M | 3.25% | −7−0.1% | Reduced |
| Financial Council Asset Management Inc | 10,283 | $2.96M | 2.42% | +10.0% | Added |
| TSFG, LLC | 10,308 | $2.97M | 1.10% | −573−5.3% | Reduced |
| Barrett & Company, Inc. | 10,313 | $2.97M | 1.89% | +196+1.9% | Added |
| Bouchey Financial Group Ltd | 10,338 | $2.98M | 0.39% | −239−2.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 10,337 | $2.98M | 2.87% | −24,969−70.7% | Reduced |
| Carr Financial Group Corp | 10,344 | $2.98M | 1.31% | +231+2.3% | Added |
| Affiance Financial, LLC | 10,362 | $2.99M | 1.58% | +35+0.3% | Added |
| Sloy Dahl & Holst, LLC | 10,363 | $2.99M | 0.68% | −228−2.2% | Reduced |
| RF&L Wealth Management, LLC | 10,381 | $2.99M | 2.90% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 10,390 | $3.00M | 2.12% | +10,390 | New |
| Satovsky Asset Management LLC | 10,401 | $3.00M | 1.12% | +530+5.4% | Added |
| Litman Gregory Asset Management LLC | 10,401 | $3.00M | 1.12% | +10,401 | New |
| Monte Financial Group, LLC | 10,441 | $3.01M | 1.59% | −1,894−15.4% | Reduced |
| Horizon Wealth Management, LLC | 10,442 | $3.01M | 2.26% | −923−8.1% | Reduced |
| Sowa Financial Group, Inc. | 10,442 | $3.01M | 2.16% | +143+1.4% | Added |
| McGowan Group Asset Management, Inc. | 10,457 | $3.01M | 0.48% | +4,054+63.3% | Added |
| Ethos Financial Group, LLC | 11,459 | $3.02M | 0.94% | +351+3.2% | Added |
| Israel Discount Bank of New York | 10,477 | $3.02M | 2.27% | −1,013−8.8% | Reduced |
| Madison Wealth Partners, Inc | 10,480 | $3.02M | 1.52% | −43−0.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,483 | $3.02M | 1.55% | −135−1.3% | Reduced |
| Iron Financial, LLC | 10,483 | $3.02M | 1.66% | +34+0.3% | Added |
| Flynn Zito Capital Management, LLC | 10,493 | $3.03M | 2.20% | −1,030−8.9% | Reduced |
| ERn Financial, LLC | 10,507 | $3.03M | 0.67% | +99+1.0% | Added |