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 |
|---|---|---|---|---|---|
| Miller Investment Management, LP | 11,900 | $3.43M | 0.57% | −794−6.3% | Reduced |
| Mendel Capital Management LLC | 11,920 | $3.44M | 3.10% | +67+0.6% | Added |
| Smith Anglin Financial, LLC | 11,928 | $3.44M | 0.51% | +2,467+26.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,940 | $3.44M | 1.81% | −2,556−17.6% | Reduced |
| Spinnaker Investment Group, LLC | 11,951 | $3.45M | 1.21% | +305+2.6% | Added |
| Global Endowment Management, LP | 11,974 | $3.45M | 0.37% | −2,412−16.8% | Reduced |
| Altus Wealth Group LLC | 11,998 | $3.46M | 2.33% | −908−7.0% | Reduced |
| Ion Asset Management Ltd. | 12,000 | $3.46M | 0.36% | +12,000 | New |
| Fidelity D & D Bancorp Inc | 8,249 | $3.47M | 2.61% | +8,249 | New |
| KLK Capital Management LLC | 12,040 | $3.47M | 4.44% | +117+1.0% | Added |
| Front Street Capital Management, Inc. | 12,049 | $3.47M | 0.75% | −245−2.0% | Reduced |
| KLCM Advisors, Inc. | 12,053 | $3.47M | 0.69% | +1,353+12.6% | Added |
| Windsor Group LTD | 12,015 | $3.48M | 0.67% | +151+1.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 12,081 | $3.48M | 2.79% | +105+0.9% | Added |
| Compass Wealth Management LLC | 12,117 | $3.49M | 1.11% | +518+4.5% | Added |
| Signature Wealth Management Group | 12,117 | $3.49M | 1.66% | −2,535−17.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,143 | $3.50M | 0.73% | −75−0.6% | Reduced |
| Madden Securities Corp | 12,150 | $3.50M | 1.85% | −215−1.7% | Reduced |
| Quad-Cities Investment Group, LLC | 12,170 | $3.51M | 2.43% | −274−2.2% | Reduced |
| Milestone Investment Advisors LLC | 12,171 | $3.51M | 1.08% | +12,171 | New |
| Tsai Capital Corp | 12,187 | $3.51M | 3.69% | +12,187 | New |
| First National Bank | 12,197 | $3.52M | 3.01% | +347+2.9% | Added |
| Twin Focus Capital Partners, LLC | 12,218 | $3.52M | 0.70% | +5,112+71.9% | Added |
| Levy Wealth Management Group, LLC | 12,236 | $3.53M | 1.09% | +2,781+29.4% | Added |
| Mainsail Financial Group, LLC | 12,530 | $3.53M | 3.43% | −401−3.1% | Reduced |
| Certified Advisory Corp | 12,259 | $3.53M | 0.63% | +539+4.6% | Added |
| Blackhawk Capital Partners LLC. | 12,296 | $3.54M | 2.59% | −841−6.4% | Reduced |
| MU Investments Co., Ltd. | 12,500 | $3.55M | 4.66% | −600−4.6% | Reduced |
| Lokken Investment Group LLC | 12,320 | $3.55M | 2.70% | +20+0.2% | Added |
| Sweet Financial Partners, LLC | 12,340 | $3.56M | 0.98% | +346+2.9% | Added |
| Wedge Capital Management L L P | 12,340 | $3.56M | 0.06% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 12,383 | $3.57M | 3.05% | −746−5.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,384 | $3.57M | 1.94% | −5,805−31.9% | Reduced |
| Hamilton Capital, LLC | 12,387 | $3.57M | 0.23% | −832−6.3% | Reduced |
| Farther Finance Advisors, LLC | 12,467 | $3.59M | 1.05% | +1,844+17.4% | Added |
| Western Pacific Wealth Management, LP | 12,472 | $3.60M | 2.75% | +730+6.2% | Added |
| Ashford Capital Management Inc | 12,480 | $3.60M | 0.54% | +730+6.2% | Added |
| Richard W. Paul & Associates, LLC | 12,483 | $3.60M | 1.66% | +802+6.9% | Added |
| tru Independence LLC | 12,489 | $3.60M | 1.16% | −254−2.0% | Reduced |
| Venator Capital Management Ltd. | 12,500 | $3.60M | 5.12% | +12,500 | New |
| Silver Lake Advisory, LLC | 12,517 | $3.61M | 2.00% | −467−3.6% | Reduced |
| Brooktree Capital Management | 12,537 | $3.61M | 2.81% | −4,604−26.9% | Reduced |
| WealthBridge Capital Management, LLC | 12,537 | $3.61M | 1.44% | +63+0.5% | Added |
| HF Advisory Group, LLC | 12,540 | $3.62M | 3.21% | +704+5.9% | Added |
| ELCO Management Co., LLC | 12,566 | $3.62M | 2.63% | +422+3.5% | Added |
| Eagle Bay Advisors LLC | 12,566 | $3.62M | 1.99% | −978−7.2% | Reduced |
| Aspen Grove Capital, LLC | 12,595 | $3.63M | 1.59% | +3,124+33.0% | Added |
| Accretive Wealth Partners, LLC | 12,641 | $3.64M | 2.33% | +75+0.6% | Added |
| Hudock, Inc. | 12,647 | $3.65M | 0.90% | −253−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 12,652 | $3.65M | 1.35% | +599+5.0% | Added |
| Day & Ennis, LLC | 12,653 | $3.65M | 1.35% | +86+0.7% | Added |
| Worth Financial Advisory Group, LLC | 12,663 | $3.65M | 3.49% | +584+4.8% | Added |
| Burt Wealth Advisors | 12,722 | $3.67M | 1.14% | +752+6.3% | Added |
| Permanens Capital L.P. | 12,735 | $3.67M | 0.80% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 12,741 | $3.67M | 2.56% | +507+4.1% | Added |
| O'Rourke & Company, Inc | 12,746 | $3.67M | 2.80% | +63+0.5% | Added |
| CoreFirst Bank & Trust | 12,749 | $3.68M | 2.68% | −665−5.0% | Reduced |
| River & Mercantile Asset Management LLP | 12,786 | $3.69M | 0.75% | −245−1.9% | Reduced |
| Bowman & Co S.C. | 12,786 | $3.69M | 2.70% | +1,096+9.4% | Added |
| Renasant Bank | 12,789 | $3.69M | 2.86% | −1,285−9.1% | Reduced |
| Aprio Wealth Management, LLC | 12,805 | $3.69M | 1.14% | +5,241+69.3% | Added |
| Breakwater Capital Group | 12,821 | $3.70M | 1.55% | +837+7.0% | Added |
| Viewpoint Capital Management LLC | 12,825 | $3.70M | 3.32% | −40−0.3% | Reduced |
| Great Point Wealth Advisors, LLC | 12,849 | $3.70M | 1.17% | −28−0.2% | Reduced |
| Fernwood Investment Management, LLC | 12,858 | $3.71M | 1.42% | +5,118+66.1% | Added |
| McLean Asset Management Corp | 12,861 | $3.71M | 1.53% | −424−3.2% | Reduced |
| Vigilare Wealth Management | 12,888 | $3.72M | 2.10% | −860−6.3% | Reduced |
| Magnolia Capital Advisors LLC | 12,898 | $3.72M | 1.91% | +579+4.7% | Added |
| Montz Harcus Wealth Management LLC | 12,903 | $3.72M | 3.44% | −264−2.0% | Reduced |
| DAGCO, Inc. | 13,020 | $3.72M | 2.00% | −13−0.1% | Reduced |
| Grey Street Capital, LLC | 12,917 | $3.72M | 2.62% | +12,917 | New |
| NewSquare Capital LLC | 12,923 | $3.73M | 0.44% | +191+1.5% | Added |
| Amplius Wealth Advisors, LLC | 12,924 | $3.73M | 0.53% | +413+3.3% | Added |
| Ledge Wealth Management, Inc. | 12,965 | $3.74M | 1.77% | +91+0.7% | Added |
| Palumbo Wealth Management LLC | 12,974 | $3.74M | 2.49% | +434+3.5% | Added |
| Sutton Wealth Advisors Inc. | 12,976 | $3.74M | 2.00% | −11,982−48.0% | Reduced |
| D.B. Root & Company, LLC | 12,991 | $3.75M | 1.47% | −934−6.7% | Reduced |
| Impala Asset Management LLC | 13,000 | $3.75M | 3.20% | +13,000 | New |
| Blue Investment Partners LLC | 13,005 | $3.75M | 3.78% | −70−0.5% | Reduced |
| Dudley & Shanley, Inc. | 13,034 | $3.76M | 0.72% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 13,041 | $3.76M | 0.98% | +398+3.1% | Added |
| Ameliora Wealth Management Ltd. | 13,206 | $3.77M | 2.20% | +2,606+24.6% | Added |
| LBMC Investment Advisors, LLC | 13,087 | $3.77M | 0.38% | +410+3.2% | Added |
| Ironwood Financial, llc | 13,108 | $3.78M | 1.05% | −75−0.6% | Reduced |
| Veracity Capital LLC | 13,114 | $3.78M | 1.74% | −84−0.6% | Reduced |
| James J. Burns & Company, LLC | 13,119 | $3.78M | 0.98% | +8,703+197.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,138 | $3.79M | 4.02% | +10,918+491.8% | Added |
| Ssi Investment Management LLC | 13,170 | $3.80M | 0.27% | −2,688−17.0% | Reduced |
| Prosperity Consulting Group, LLC | 13,170 | $3.80M | 2.40% | −20−0.2% | Reduced |
| STAR Financial Bank | 13,182 | $3.80M | 3.70% | −233−1.7% | Reduced |
| Cabot Wealth Management Inc | 13,204 | $3.81M | 0.60% | −96−0.7% | Reduced |
| Schulhoff & Co Inc | 13,206 | $3.81M | 1.77% | +7+0.1% | Added |
| Rational Advisors LLC | 13,209 | $3.81M | 0.31% | −3,905−22.8% | Reduced |
| Rockingstone Advisors LLC | 13,218 | $3.81M | 2.32% | +1,679+14.6% | Added |
| Mountain Pacific Investment Advisers Inc | 13,225 | $3.81M | 0.27% | +160+1.2% | Added |
| Investors Research Corp | 13,226 | $3.81M | 0.99% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 13,231 | $3.81M | 1.20% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 13,240 | $3.82M | 1.33% | +166+1.3% | Added |
| Gradient Capital Advisors, LLC | 13,272 | $3.83M | 1.63% | +1,175+9.7% | Added |
| Oxford Financial Group Ltd | 13,291 | $3.83M | 0.43% | +1,440+12.2% | Added |