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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Etesian Wealth Advisors, Inc. | 10,526 | $3.03M | 2.02% | −258−2.4% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,538 | $3.04M | 1.70% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 10,546 | $3.04M | 2.49% | +1,315+14.2% | Added |
| Nvest Financial, LLC | 10,558 | $3.04M | 3.17% | +637+6.4% | Added |
| MJP Associates Inc | 10,563 | $3.05M | 0.94% | −281−2.6% | Reduced |
| Gateway Wealth Partners, LLC | 10,605 | $3.06M | 0.47% | +431+4.2% | Added |
| JFS Wealth Advisors, LLC | 10,608 | $3.06M | 0.29% | −159−1.5% | Reduced |
| GoalVest Advisory LLC | 10,622 | $3.06M | 1.79% | −252−2.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 10,626 | $3.06M | 1.91% | −272−2.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 10,634 | $3.07M | 0.57% | −10,177−48.9% | Reduced |
| Brendel Financial Advisors LLC | 10,654 | $3.07M | 2.27% | +10,654 | New |
| Sandy Cove Advisors, LLC | 10,664 | $3.07M | 2.23% | +20+0.2% | Added |
| Alliance Wealth Advisors, LLC | 10,697 | $3.08M | 2.31% | +2,435+29.5% | Added |
| Ahrens Investment Partners LLC | 10,700 | $3.08M | 1.53% | −183−1.7% | Reduced |
| Five Oceans Advisors | 10,709 | $3.09M | 2.00% | +316+3.0% | Added |
| GEM Asset Management, LLC | 10,745 | $3.10M | 2.50% | +222+2.1% | Added |
| NFP Retirement, Inc. | 10,747 | $3.10M | 0.62% | +262+2.5% | Added |
| Pinnbrook Capital Management LP | 10,759 | $3.10M | 1.81% | +10,759 | New |
| Woodard & Co Asset Management Group Inc | 10,769 | $3.10M | 1.08% | +295+2.8% | Added |
| Copperleaf Capital, LLC | 10,773 | $3.11M | 3.09% | −76−0.7% | Reduced |
| Derbend Asset Management | 10,780 | $3.11M | 2.33% | +580+5.7% | Added |
| Tilia Fiduciary Partners, Inc. | 10,784 | $3.11M | 2.96% | +762+7.6% | Added |
| Alesco Advisors LLC | 10,792 | $3.11M | 0.11% | +1,288+13.6% | Added |
| First Capital Advisors Group, LLC. | 10,795 | $3.11M | 2.00% | −66−0.6% | Reduced |
| PBMares Wealth Management LLC | 10,800 | $3.11M | 1.16% | +169+1.6% | Added |
| Delphi Financial Group, Inc. | 10,800 | $3.11M | 1.54% | 00.0% | Unchanged |
| Truadvice, LLC | 10,138 | $3.11M | 1.23% | +2,838+38.9% | Added |
| Walker Asset Management, LLC | 10,816 | $3.12M | 2.70% | +1,681+18.4% | Added |
| Northstar Group, Inc. | 10,820 | $3.12M | 0.80% | +566+5.5% | Added |
| Schear Investment Advisers, LLC | 10,823 | $3.12M | 3.73% | +299+2.8% | Added |
| Consilium Wealth Advisory, LLC | 10,829 | $3.12M | 2.66% | −92−0.8% | Reduced |
| Garner Asset Management Corp | 10,837 | $3.13M | 1.48% | +111+1.0% | Added |
| Evergreen Wealth Solutions, LLC | 10,841 | $3.13M | 3.62% | +251+2.4% | Added |
| Commons Capital, LLC | 10,868 | $3.13M | 5.02% | −598−5.2% | Reduced |
| West Bancorporation Inc | 10,878 | $3.14M | 2.39% | −1,428−11.6% | Reduced |
| Jacobsen Capital Management | 10,892 | $3.14M | 1.68% | +1,355+14.2% | Added |
| Calton & Associates, Inc. | 10,906 | $3.14M | 1.46% | −4,277−28.2% | Reduced |
| NWF Advisory Services Inc. | 9,249 | $3.15M | 0.73% | +9,249 | New |
| River Street Advisors LLC | 10,961 | $3.16M | 3.11% | +44+0.4% | Added |
| Redwood Wealth Management Group, LLC | 10,974 | $3.16M | 3.59% | −276−2.5% | Reduced |
| Cahill Financial Advisors Inc | 10,999 | $3.17M | 0.56% | +734+7.2% | Added |
| Taylor Hoffman Wealth Management | 11,003 | $3.17M | 1.74% | +187+1.7% | Added |
| Tectonic Advisors LLC | 11,043 | $3.18M | 0.44% | +30+0.3% | Added |
| HBK Investments L P | 11,079 | $3.19M | 0.12% | +11,079 | New |
| Phocas Financial Corp. | 11,119 | $3.21M | 0.46% | −2,106−15.9% | Reduced |
| Adams Wealth Management | 11,130 | $3.21M | 1.04% | +115+1.0% | Added |
| Sterling Investment Management, Inc. | 11,138 | $3.21M | 2.56% | −3,473−23.8% | Reduced |
| Triumph Capital Management | 11,159 | $3.22M | 1.64% | −787−6.6% | Reduced |
| First International Bank & Trust | 11,163 | $3.22M | 1.07% | −947−7.8% | Reduced |
| Coston, McIsaac & Partners | 11,187 | $3.23M | 1.20% | +233+2.1% | Added |
| Cladis Investment Advisory, LLC | 11,189 | $3.23M | 2.90% | −200−1.8% | Reduced |
| Bullseye Investment Management, LLC | 11,220 | $3.23M | 2.37% | +7,781+226.3% | Added |
| MRP Capital Investments, LLC | 11,238 | $3.24M | 3.56% | +70+0.6% | Added |
| Titleist Asset Management, LLC | 11,299 | $3.26M | 0.69% | +11,299 | New |
| West Paces Advisors Inc. | 11,315 | $3.26M | 1.01% | −846−7.0% | Reduced |
| One Wealth Advisors, LLC | 11,336 | $3.27M | 0.75% | +31+0.3% | Added |
| Howard Capital Management Inc. | 11,349 | $3.27M | 0.57% | +9,403+483.2% | Added |
| Watershed Asset Management, L.L.C. | 11,350 | $3.27M | 3.97% | −2,200−16.2% | Reduced |
| Community Capital Management, Inc. | 11,350 | $3.27M | 4.30% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 11,359 | $3.27M | 2.28% | +2,445+27.4% | Added |
| Royal Harbor Partners, LLC | 11,370 | $3.28M | 1.76% | −1,392−10.9% | Reduced |
| Zimmer Partners, LP | 11,400 | $3.29M | 0.07% | −100,000−89.8% | Reduced |
| M.D. Sass Investors Services, Inc. | 11,415 | $3.29M | 0.52% | −8,940−43.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 11,417 | $3.29M | 3.76% | +158+1.4% | Added |
| Archer Investment Corp | 12,230 | $3.29M | 1.22% | −237−1.9% | Reduced |
| Integrity Financial Corp | 11,438 | $3.30M | 2.71% | +1,738+17.9% | Added |
| Intercontinental Wealth Advisors, LLC | 11,475 | $3.31M | 0.85% | −1,155−9.1% | Reduced |
| Game Creek Capital, LP | 11,500 | $3.32M | 2.19% | −425−3.6% | Reduced |
| Centric Wealth Management | 11,501 | $3.32M | 1.44% | −500−4.2% | Reduced |
| Ballast, Inc. | 11,505 | $3.32M | 1.36% | +246+2.2% | Added |
| Ocean Capital Management, LLC | 11,506 | $3.32M | 1.67% | +14+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,519 | $3.32M | 2.02% | +380+3.4% | Added |
| Redmond Asset Management, LLC | 11,568 | $3.33M | 1.15% | +357+3.2% | Added |
| High Net Worth Advisory Group LLC | 11,580 | $3.34M | 1.36% | −854−6.9% | Reduced |
| Diversified, LLC | 11,637 | $3.35M | 1.20% | −1,754−13.1% | Reduced |
| Paragon Advisors, LLC | 11,644 | $3.36M | 1.13% | −4,339−27.1% | Reduced |
| Cascade Investment Advisors, Inc. | 11,642 | $3.36M | 2.66% | +345+3.1% | Added |
| Smith Shellnut Wilson LLC | 11,669 | $3.36M | 2.04% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 11,672 | $3.37M | 1.94% | −1,059−8.3% | Reduced |
| Proffitt & Goodson Inc | 11,697 | $3.37M | 0.69% | −150−1.3% | Reduced |
| Terra Nova Asset Management LLC | 11,702 | $3.37M | 3.31% | +259+2.3% | Added |
| Emerald Advisors, LLC | 11,711 | $3.38M | 0.87% | +57+0.5% | Added |
| Cahaba Wealth Management, Inc. | 11,718 | $3.38M | 0.39% | +873+8.0% | Added |
| Missouri Trust & Investment Co | 11,719 | $3.38M | 2.18% | −755−6.1% | Reduced |
| Eagle Strategies LLC | 11,731 | $3.38M | 0.85% | −3,966−25.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,748 | $3.39M | 3.40% | +244+2.1% | Added |
| E&G Advisors, LP | 11,754 | $3.39M | 1.26% | −715−5.7% | Reduced |
| Cacti Asset Management LLC | 11,755 | $3.39M | 0.31% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 11,756 | $3.39M | 1.08% | −275−2.3% | Reduced |
| Forte Asset Management LLC | 11,791 | $3.40M | 2.25% | +162+1.4% | Added |
| Todd Asset Management LLC | 11,795 | $3.40M | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11,798 | $3.40M | 2.38% | −29−0.2% | Reduced |
| Covenant Partners, LLC | 11,806 | $3.40M | 1.31% | −207−1.7% | Reduced |
| Financial Sense Advisors, Inc. | 11,814 | $3.41M | 1.55% | −547−4.4% | Reduced |
| Domani Wealth, LLC | 11,817 | $3.41M | 0.79% | −8−0.1% | Reduced |
| Access Financial Services, Inc. | 11,833 | $3.41M | 2.07% | −430−3.5% | Reduced |
| Gitterman Wealth Management, LLC | 11,835 | $3.41M | 1.62% | 00.0% | Unchanged |
| Well Done, LLC | 11,867 | $3.42M | 0.74% | +103+0.9% | Added |
| Hikari Tsushin, Inc. | 11,889 | $3.43M | 0.36% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,892 | $3.43M | 6.34% | +11,892 | New |