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; 6,247 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| LifeGuide Financial Advisors, LLC | 867 | $250.0K | 0.20% | +867 | New |
| EP Wealth Advisors, LLC | 447 | $250.2K | 0.00% | −568,892−99.9% | Reduced |
| Insight Wealth Partners, LLC | 875 | $252.4K | 0.23% | +875 | New |
| Schubert & Co | 876 | $252.6K | 0.23% | +314+55.9% | Added |
| New England Professional Planning Group Inc. | 892 | $252.9K | 0.15% | −125−12.3% | Reduced |
| BancFirst Trust & Investment Management | 892 | $253.4K | 0.15% | +1+0.1% | Added |
| Lifestyle Asset Management, Inc. | 881 | $254.0K | 0.17% | −476−35.1% | Reduced |
| Briaud Financial Planning, Inc | 883 | $254.0K | 0.24% | −24−2.6% | Reduced |
| Strategic Point Investment Advisors, LLC | 888 | $256.0K | 0.06% | +888 | New |
| Horizons Wealth Management | 889 | $256.3K | 0.19% | −173−16.3% | Reduced |
| Lam Group, Inc. | 899 | $259.2K | 0.25% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 900 | $259.5K | 0.39% | −2,100−70.0% | Reduced |
| Reinhart Partners, Inc. | 900 | $259.5K | 0.01% | −290−24.4% | Reduced |
| Sicart Associates LLC | 900 | $259.5K | 0.10% | −180−16.7% | Reduced |
| Union Investments & Development Ltd. | 900 | $259.5K | 0.15% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 902 | $260.0K | 0.11% | +1+0.1% | Added |
| Kendall Capital Management | 903 | $260.0K | 0.12% | +51+6.0% | Added |
| Parallax Volatility Advisers, L.P. | 905 | $260.9K | 0.01% | −3,453−79.2% | Reduced |
| TKG Advisors, LLC | 908 | $261.9K | 0.16% | +47+5.5% | Added |
| Dravo Bay LLC | 910 | $262.4K | 0.20% | −125−12.1% | Reduced |
| Gagnon Securities LLC | 926 | $267.0K | 0.06% | −32−3.3% | Reduced |
| Atwater Malick LLC | 928 | $267.5K | 0.13% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 940 | $271.1K | 0.21% | −24−2.5% | Reduced |
| Goodwin Investment Advisory | 943 | $272.0K | 0.18% | +157+20.0% | Added |
| Rice Hall James & Associates, LLC | 944 | $272.2K | 0.02% | 00.0% | Unchanged |
| Solano Wealth Management, Inc. | 946 | $272.7K | 0.20% | +946 | New |
| Virtus Investment Advisers, Inc. | 952 | $274.5K | 0.19% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 952 | $274.5K | 0.15% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 952 | $274.5K | 0.22% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 955 | $275.0K | 0.17% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 961 | $277.1K | 0.14% | +961 | New |
| Lountzis Asset Management, LLC | 963 | $278.0K | 0.16% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 968 | $279.2K | 0.12% | +15+1.6% | Added |
| Strid Group, LLC | 971 | $279.9K | 0.06% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 973 | $280.5K | 0.17% | −152−13.5% | Reduced |
| Lowery Thomas, LLC | 975 | $281.0K | 0.31% | −32−3.2% | Reduced |
| Antonetti Capital Management LLC | 975 | $281.1K | 0.41% | −836−46.2% | Reduced |
| Marmo Financial Group, LLC | 975 | $281.1K | 0.27% | +15+1.6% | Added |
| Seaside Wealth Management, Inc. | 981 | $282.0K | 0.17% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 983 | $283.0K | 0.18% | −82−7.7% | Reduced |
| Disciplined Growth Investors Inc | 982 | $283.1K | 0.01% | −405−29.2% | Reduced |
| Horizon Bancorp Inc | 990 | $285.0K | 0.18% | −1,143−53.6% | Reduced |
| Applied Finance Capital Management, LLC | 998 | $287.7K | 0.04% | +998 | New |
| BFAM Partners (Cayman) Ltd | 1,000 | $288.3K | 2.09% | +1,000 | New |
| Hyperion Capital Advisors LP | 1,007 | $290.3K | 0.14% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,013 | $292.0K | 0.04% | −4−0.4% | Reduced |
| Acute Investment Advisory, LLC | 1,013 | $292.0K | 0.19% | −14−1.4% | Reduced |
| Forum Private Client Group LLC | 1,016 | $292.9K | 0.19% | +22+2.2% | Added |
| Sunesis Advisors, LLC | 1,017 | $293.2K | 0.21% | +1,017 | New |
| Second Half Financial Partners, LLC | 1,027 | $296.0K | 0.18% | −70−6.4% | Reduced |
| Avant Capital LLC | 1,028 | $296.4K | 0.34% | +3+0.3% | Added |
| Warwick Investment Management, Inc. | 1,032 | $297.5K | 0.13% | +9+0.9% | Added |
| Milestone Advisory Partners | 1,033 | $297.8K | 0.27% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 1,035 | $298.4K | 0.21% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,036 | $298.8K | 0.14% | −377−26.7% | Reduced |
| Goff John C | 1,040 | $299.8K | 0.48% | +1,040 | New |
| Saybrook Capital | 1,052 | $303.0K | 0.10% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,051 | $303.0K | 0.19% | 00.0% | Unchanged |
| OLIO Financial Planning | 1,060 | $305.7K | 0.16% | −32−2.9% | Reduced |
| High Probability Advisors, LLC | 1,063 | $306.5K | 0.07% | −144−11.9% | Reduced |
| Western Financial Corp | 1,068 | $307.8K | 0.22% | −2,899−73.1% | Reduced |
| Linker Capital Management Inc. | 1,070 | $308.0K | 0.34% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 1,070 | $308.6K | 0.29% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,075 | $309.9K | 0.33% | 00.0% | Unchanged |
| WJ Interests, LLC | 1,097 | $310.3K | 0.21% | −40−3.5% | Reduced |
| Custos Family Office, LLC | 1,078 | $310.9K | 0.22% | +105+10.8% | Added |
| AlphaMark Advisors, LLC | 1,080 | $311.0K | 0.14% | −63−5.5% | Reduced |
| Black Swift Group, LLC | 1,080 | $311.4K | 0.11% | −271−20.1% | Reduced |
| Stephenson National Bank & Trust | 1,081 | $311.7K | 0.19% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,081 | $312.7K | 0.05% | −398−26.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,086 | $313.1K | 0.03% | −1,302−54.5% | Reduced |
| Fithian, LLC | 1,086 | $313.2K | 0.65% | +1+0.1% | Added |
| KM Capital Management Ltd. | 1,087 | $313.4K | 0.29% | +1,087 | New |
| TAGStone Capital, Inc. | 1,090 | $314.0K | 0.23% | +2+0.2% | Added |
| Financial Alternatives, Inc | 1,093 | $315.1K | 0.30% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 1,096 | $316.0K | 0.06% | +1,096 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,103 | $318.1K | 0.10% | +3+0.3% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $321.5K | 0.30% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 1,120 | $322.9K | 0.19% | +1,120 | New |
| Harvest Investment Services, LLC | 1,123 | $323.7K | 0.25% | −616−35.4% | Reduced |
| Treasure Coast Financial Planning | 1,126 | $324.6K | 0.23% | +100+9.7% | Added |
| BCK Partners, Inc. | 1,138 | $328.1K | 0.21% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 1,140 | $328.7K | 0.32% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,155 | $333.0K | 0.29% | +6+0.5% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,159 | $334.3K | 0.20% | +313+37.0% | Added |
| Richard C. Young & CO., LTD. | 1,160 | $334.5K | 0.05% | +1,160 | New |
| Cornerstone Retirement Group, Inc. | 1,163 | $335.3K | 0.10% | +228+24.4% | Added |
| Waller Financial Planning Group, Inc | 1,165 | $335.9K | 0.10% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,168 | $336.7K | 0.04% | −132−10.2% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,174 | $338.5K | 0.31% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,175 | $338.9K | 0.24% | +1,175 | New |
| Ameraudi Asset Management, Inc. | 1,180 | $340.2K | 0.15% | −108−8.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 1,181 | $340.5K | 0.28% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,186 | $341.9K | 0.07% | +1,186 | New |
| Bramshill Investments, LLC | 1,190 | $343.1K | 0.04% | +582+95.7% | Added |
| Thompson Davis & Co., Inc. | 1,215 | $350.4K | 0.46% | −386−24.1% | Reduced |
| Outfitter Financial LLC | 1,220 | $351.7K | 0.32% | −136−10.0% | Reduced |
| Arkansas Financial Group, Inc. | 1,223 | $352.6K | 0.07% | 00.0% | Unchanged |
| Ulrich Consultants & Investment Group, LLC | 1,223 | $352.6K | 0.74% | +73+6.3% | Added |
| Goodman Financial Corp | 1,224 | $352.9K | 0.10% | +1,224 | New |