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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 13,292 | $3.83M | 0.58% | −366−2.7% | Reduced |
| City State Bank | 13,298 | $3.83M | 2.19% | +945+7.6% | Added |
| LifeSteps Financial, Inc. | 13,300 | $3.83M | 4.07% | −545−3.9% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 13,309 | $3.84M | 1.72% | −3,385−20.3% | Reduced |
| Stiles Financial Services Inc | 13,324 | $3.84M | 2.06% | +385+3.0% | Added |
| Kessler Investment Group, LLC | 13,331 | $3.84M | 2.59% | +979+7.9% | Added |
| WT Wealth Management | 13,333 | $3.84M | 1.66% | +867+7.0% | Added |
| Monterey Private Wealth, Inc. | 13,337 | $3.85M | 1.97% | −510−3.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 13,356 | $3.85M | 3.05% | −155−1.1% | Reduced |
| Gemmer Asset Management LLC | 13,358 | $3.85M | 0.56% | +296+2.3% | Added |
| Pinnacle Holdings, LLC | 13,406 | $3.86M | 1.79% | +104+0.8% | Added |
| HITE Hedge Asset Management LLC | 13,412 | $3.87M | 0.29% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 13,417 | $3.87M | 1.00% | +629+4.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 13,419 | $3.87M | 1.91% | +853+6.8% | Added |
| Clean Yield Group | 13,445 | $3.88M | 1.65% | +10.0% | Added |
| Capstone Financial Advisors, Inc. | 13,479 | $3.89M | 0.31% | −431−3.1% | Reduced |
| Bay Rivers Group | 13,511 | $3.90M | 3.41% | +18+0.1% | Added |
| Green Square Capital Advisors LLC | 13,515 | $3.90M | 0.52% | +424+3.2% | Added |
| Capital Management Associates | 13,529 | $3.90M | 5.92% | −3,918−22.5% | Reduced |
| Chiron Investment Management, LLC | 13,533 | $3.90M | 0.70% | −33,093−71.0% | Reduced |
| Glynn Capital Management LLC | 13,536 | $3.90M | 0.93% | 00.0% | Unchanged |
| Invst, LLC | 12,802 | $3.90M | 0.60% | −3,993−23.8% | Reduced |
| Bain Capital Public Equity, LP | 13,540 | $3.90M | 4.24% | +7,610+128.3% | Added |
| Triasima Portfolio Management inc. | 13,567 | $3.92M | 0.32% | −6,291−31.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 13,626 | $3.93M | 2.32% | −1,305−8.7% | Reduced |
| Catalyst Capital Advisors LLC | 13,632 | $3.93M | 0.12% | −2,216−14.0% | Reduced |
| Van Den Berg Management I, Inc | 13,634 | $3.93M | 1.46% | +79+0.6% | Added |
| Handelsinvest Investeringsforvaltning | 13,640 | $3.93M | 0.63% | −5,959−30.4% | Reduced |
| Paragon Private Wealth Management, LLC | 13,667 | $3.94M | 3.32% | −784−5.4% | Reduced |
| TFC Financial Management | 13,675 | $3.94M | 1.02% | +1,570+13.0% | Added |
| Lifeworks Advisors, LLC | 13,686 | $3.95M | 1.87% | −1,947−12.5% | Reduced |
| Applied Capital LLC | 13,687 | $3.95M | 3.91% | −271−1.9% | Reduced |
| Corundum Group, Inc. | 13,699 | $3.95M | 1.87% | −470−3.3% | Reduced |
| Rock Creek Group, LP | 13,699 | $3.95M | 0.51% | +3,441+33.5% | Added |
| Crescent Sterling, Ltd. | 13,704 | $3.95M | 3.84% | −622−4.3% | Reduced |
| Robbins Farley LLC | 13,721 | $3.96M | 2.91% | +184+1.4% | Added |
| Chemistry Wealth Management LLC | 13,724 | $3.96M | 1.38% | +429+3.2% | Added |
| Berkeley Capital Partners, LLC | 13,727 | $3.96M | 1.47% | −20−0.1% | Reduced |
| Marion Wealth Management | 13,739 | $3.96M | 1.48% | +1,103+8.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,742 | $3.96M | 2.24% | +1,184+9.4% | Added |
| Interchange Capital Partners, LLC | 13,732 | $3.97M | 2.17% | +7,662+126.2% | Added |
| Transamerica Financial Advisors, Inc. | 13,792 | $3.98M | 0.53% | +5,258+61.6% | Added |
| GSB Wealth Management, LLC | 13,796 | $3.98M | 1.30% | −423−3.0% | Reduced |
| SFE Investment Counsel | 13,025 | $3.98M | 1.23% | +1,957+17.7% | Added |
| William Allan, LLC | 13,800 | $3.98M | 3.16% | −126−0.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,803 | $3.98M | 4.12% | −63−0.5% | Reduced |
| UMA Financial Services, Inc. | 13,827 | $3.99M | 1.05% | −16−0.1% | Reduced |
| Metavasi Capital LP | 13,850 | $3.99M | 2.98% | +13,850 | New |
| Waterfront Wealth Inc. | 13,862 | $4.00M | 1.31% | +280+2.1% | Added |
| Addison Capital Co | 13,879 | $4.00M | 3.02% | −212−1.5% | Reduced |
| Eudaimonia Advisors LLC | 13,884 | $4.00M | 2.70% | −63−0.5% | Reduced |
| REDW Wealth LLC | 13,892 | $4.01M | 1.28% | +986+7.6% | Added |
| Cim, LLC | 13,896 | $4.01M | 0.79% | +540+4.0% | Added |
| Hazlett, Burt & Watson, Inc. | 13,903 | $4.01M | 3.28% | +360+2.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 13,914 | $4.01M | 1.03% | +378+2.8% | Added |
| Capital Financial Planning, LLC | 13,937 | $4.02M | 1.57% | +1,211+9.5% | Added |
| Keene & Associates, Inc. | 13,942 | $4.02M | 3.12% | +1,498+12.0% | Added |
| Port Capital LLC | 13,944 | $4.02M | 0.26% | −20.0% | Reduced |
| West Oak Capital, LLC | 13,956 | $4.02M | 2.04% | +550+4.1% | Added |
| Aull & Monroe Investment Management Corp | 13,960 | $4.02M | 2.05% | 00.0% | Unchanged |
| Barr E S & Co | 13,985 | $4.03M | 0.33% | +146+1.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $4.04M | 2.61% | +4,000+40.0% | Added |
| Dillon & Associates Inc | 14,034 | $4.04M | 0.80% | +194+1.4% | Added |
| St. Johns Investment Management Company, LLC | 14,022 | $4.04M | 2.35% | +3,117+28.6% | Added |
| Madden Advisory Services, Inc. | 14,030 | $4.04M | 2.84% | +10.0% | Added |
| Wealthquest Corp | 14,053 | $4.05M | 0.53% | −86−0.6% | Reduced |
| HBC Financial Services, PLLC | 14,040 | $4.05M | 3.09% | −625−4.3% | Reduced |
| Geneva Capital Management LLC | 14,067 | $4.06M | 0.08% | −1,048−6.9% | Reduced |
| Kathmere Capital Management, LLC | 14,070 | $4.06M | 0.67% | +6,366+82.6% | Added |
| HMS Capital Management, LLC | 14,104 | $4.07M | 2.56% | −437−3.0% | Reduced |
| High Note Wealth, LLC | 14,118 | $4.07M | 1.68% | +10+0.1% | Added |
| Lodestone Wealth Management LLC | 14,145 | $4.08M | 3.14% | +107+0.8% | Added |
| Orser Capital Management, LLC | 14,149 | $4.08M | 4.68% | −80−0.6% | Reduced |
| Bancreek Capital Management, LP | 14,162 | $4.08M | 3.44% | −7,917−35.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 14,165 | $4.08M | 3.55% | +424+3.1% | Added |
| Benchmark Investment Advisors LLC | 14,179 | $4.09M | 4.20% | −2,317−14.0% | Reduced |
| Patriot Investment Management Inc. | 14,208 | $4.10M | 0.36% | −732−4.9% | Reduced |
| 626 Financial, LLC | 14,231 | $4.10M | 2.72% | +2,243+18.7% | Added |
| Financial Avengers, Inc. | 14,234 | $4.10M | 3.15% | +116+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,238 | $4.10M | 2.70% | +655+4.8% | Added |
| Patron Partners Advisors, LLC | 14,263 | $4.11M | 3.04% | −1,474−9.4% | Reduced |
| Capital Advisors, Ltd. LLC | 14,279 | $4.12M | 0.68% | −2,904−16.9% | Reduced |
| Insight Wealth Strategies, LLC | 14,288 | $4.12M | 0.81% | −28,734−66.8% | Reduced |
| Waterloo Capital, L.P. | 14,291 | $4.12M | 1.27% | +14,291 | New |
| Riverview Trust Co | 14,303 | $4.12M | 3.79% | +15+0.1% | Added |
| SAM Advisors, LLC | 14,305 | $4.12M | 1.85% | −553−3.7% | Reduced |
| Geneva Partners, LLC | 14,309 | $4.13M | 3.53% | −316−2.2% | Reduced |
| Roof Eidam & Maycock | 14,313 | $4.13M | 1.52% | +32+0.2% | Added |
| Modus Advisors, LLC | 14,316 | $4.13M | 1.90% | +40+0.3% | Added |
| Financial Management Network Inc | 14,378 | $4.13M | 1.66% | −115−0.8% | Reduced |
| Sierra Capital LLC | 14,326 | $4.13M | 0.67% | +292+2.1% | Added |
| Howard Financial Services, Ltd. | 14,331 | $4.13M | 1.01% | +54+0.4% | Added |
| ABLE Financial Group, LLC | 14,344 | $4.14M | 2.70% | +14,344 | New |
| Arkfeld Wealth Strategies, L.L.C. | 14,624 | $4.14M | 2.95% | +357+2.5% | Added |
| Aveo Capital Partners, LLC | 14,349 | $4.14M | 0.55% | −453−3.1% | Reduced |
| Sterling Investment Counsel, LLC | 14,351 | $4.14M | 2.46% | +149+1.0% | Added |
| First Business Financial Services, Inc. | 14,374 | $4.14M | 0.52% | +281+2.0% | Added |
| Am Investment Strategies LLC | 14,427 | $4.16M | 1.42% | −1,262−8.0% | Reduced |
| Orion Capital Management LLC | 14,438 | $4.16M | 2.79% | −294−2.0% | Reduced |
| Clay Northam Wealth Management, LLC | 14,440 | $4.16M | 4.28% | −252−1.7% | Reduced |