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 |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 1,224 | $353.0K | 0.51% | +2+0.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,225 | $353.1K | 0.27% | +186+17.9% | Added |
| Guardian Wealth Management, Inc. | 1,227 | $353.8K | 0.34% | +1+0.1% | Added |
| MorganRosel Wealth Management, LLC | 1,234 | $355.8K | 0.15% | −73−5.6% | Reduced |
| Peterson Financial Group, Inc. | 1,245 | $359.0K | 3.61% | −19,646−94.0% | Reduced |
| Del-Sette Capital Management, LLC | 1,247 | $359.5K | 0.35% | −3,157−71.7% | Reduced |
| DSC Advisors, L.P. | 1,250 | $360.4K | 0.68% | −236−15.9% | Reduced |
| Beacon Wealthcare LLC | 1,254 | $361.5K | 0.19% | +198+18.8% | Added |
| Barnett & Company, Inc. | 1,255 | $361.8K | 0.27% | +1,255 | New |
| Benchmark Wealth Management, LLC | 1,266 | $362.3K | 0.23% | −161−11.3% | Reduced |
| Cardinal Capital Management, Inc. | 1,273 | $367.0K | 0.02% | 00.0% | Unchanged |
| Sharper & Granite LLC | 1,277 | $368.2K | 0.22% | −120−8.6% | Reduced |
| Applied Capital LLC | 1,297 | $373.9K | 0.25% | +1,297 | New |
| Resource Planning Group | 1,300 | $374.9K | 0.30% | −671−34.0% | Reduced |
| Arrien Investments, Inc. | 1,304 | $375.9K | 0.37% | +1,304 | New |
| Truefg, LLC | 1,306 | $376.5K | 0.17% | +77+6.3% | Added |
| Partners in Financial Planning | 1,306 | $376.5K | 0.10% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,307 | $376.9K | 0.06% | +246+23.2% | Added |
| Keeley-Teton Advisors, LLC | 1,317 | $379.7K | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,321 | $380.9K | 0.36% | +68+5.4% | Added |
| Meridian Management Co | 1,324 | $381.7K | 0.13% | +1,324 | New |
| RTD Financial Advisors, Inc. | 1,326 | $382.3K | 0.06% | −137−9.4% | Reduced |
| Regal Wealth Group, Inc. | 1,325 | $382.3K | 0.27% | −132−9.1% | Reduced |
| Reliant Investment Management, LLC | 1,328 | $382.9K | 0.24% | −375−22.0% | Reduced |
| Family Investment Center, Inc. | 1,330 | $383.4K | 0.26% | +179+15.6% | Added |
| Guardian Wealth Advisors, LLC | 1,331 | $383.7K | 0.30% | 00.0% | Unchanged |
| Sym Financial Corp | 1,338 | $385.8K | 0.09% | −1,824−57.7% | Reduced |
| Rather & Kittrell, Inc. | 1,339 | $386.0K | 0.18% | +14+1.1% | Added |
| 25 LLC | 1,253 | $386.8K | 0.24% | +1,253 | New |
| Core Wealth Management, Inc. | 1,362 | $392.7K | 0.21% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,365 | $393.5K | 0.22% | −32−2.3% | Reduced |
| Syntax Advisors, LLC | 1,365 | $393.5K | 0.30% | −32−2.3% | Reduced |
| Mosaic Advisors LLC | 1,366 | $393.9K | 0.32% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,383 | $398.7K | 0.15% | 00.0% | Unchanged |
| Cypress Capital, LLC | 1,387 | $399.9K | 0.13% | −6,336−82.0% | Reduced |
| Denver Wealth Management, Inc. | 1,395 | $402.2K | 0.28% | +47+3.5% | Added |
| Envoi LLC | 1,400 | $403.6K | 1.38% | +1,400 | New |
| Teramo Advisors, LLC | 1,400 | $405.0K | 0.22% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,405 | $405.1K | 0.32% | +1,405 | New |
| Armor Investment Advisors, LLC | 1,420 | $409.3K | 0.23% | −367−20.5% | Reduced |
| Sage Financial Management Group, Inc. | 1,422 | $410.0K | 0.33% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,429 | $412.0K | 0.13% | −11,783−89.2% | Reduced |
| Johnson Financial Group, LLC | 1,431 | $412.6K | 0.06% | +390+37.5% | Added |
| TPG Financial Advisors, LLC | 1,432 | $412.8K | 0.23% | −103−6.7% | Reduced |
| Arcadia Wealth Management, LLC | 1,434 | $413.5K | 0.34% | −74−4.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,438 | $414.6K | 0.36% | +1+0.1% | Added |
| Daniels&Tansey,LLP | 1,440 | $415.2K | 0.14% | −48−3.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,440 | $415.2K | 0.20% | +1+0.1% | Added |
| Penn Davis McFarland Inc | 1,450 | $418.0K | 0.08% | −259−15.2% | Reduced |
| TrueWealth Financial Partners | 1,450 | $418.0K | 0.36% | +1,450 | New |
| Level Financial Advisors, Inc. | 1,456 | $419.8K | 0.25% | −42−2.8% | Reduced |
| Chico Wealth RIA | 1,456 | $419.8K | 0.54% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,465 | $422.3K | 0.17% | +31+2.2% | Added |
| Oak Family Advisors, LLC | 1,469 | $423.5K | 0.21% | −4,403−75.0% | Reduced |
| Redmont Wealth Advisors LLC | 1,483 | $427.5K | 0.86% | −1,262−46.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,487 | $428.6K | 0.25% | −275−15.6% | Reduced |
| My Purposeful Wealth Corp. | 1,487 | $428.7K | 0.36% | +239+19.2% | Added |
| Navis Wealth Advisors, LLC | 1,488 | $429.0K | 0.47% | −58−3.8% | Reduced |
| Maripau Wealth Management LLC | 1,494 | $430.8K | 0.45% | −201−11.9% | Reduced |
| Cutler Group LP | 1,500 | $432.0K | 0.07% | −29,000−95.1% | Reduced |
| Triad Investment Management | 1,500 | $432.4K | 0.63% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,747 | $435.7K | 0.49% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,517 | $437.4K | 0.26% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,519 | $438.0K | 0.11% | −11,817−88.6% | Reduced |
| Foundry Partners, LLC | 1,525 | $439.7K | 0.03% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,525 | $439.7K | 0.31% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,526 | $439.9K | 0.38% | 00.0% | Unchanged |
| Weiss Asset Management LP | 1,526 | $439.9K | 0.03% | −598−28.2% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,528 | $440.5K | 0.12% | +127+9.1% | Added |
| Shakespeare Wealth Management, Inc. | 1,532 | $441.6K | 0.16% | +1+0.1% | Added |
| Essex Private Wealth Management, LLC | 1,546 | $445.8K | 1.62% | +26+1.7% | Added |
| Hussman Strategic Advisors, Inc. | 1,550 | $446.9K | 0.07% | −7,750−83.3% | Reduced |
| NFC Investments, LLC | 1,550 | $447.0K | 0.17% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,558 | $449.3K | 0.12% | 00.0% | Unchanged |
| Capital Wealth Management, LLC | 1,566 | $451.5K | 0.26% | +1,566 | New |
| TL Private Wealth | 1,572 | $453.2K | 0.26% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,475 | $454.8K | 0.46% | +4+0.3% | Added |
| AAFCPAs Wealth Management, LLC | 1,587 | $457.6K | 0.30% | −219−12.1% | Reduced |
| Strategic Equity Management | 1,592 | $459.0K | 0.16% | 00.0% | Unchanged |
| Tobam | 1,591 | $459.0K | 0.03% | 00.0% | Unchanged |
| Providence First Trust Co | 1,595 | $459.8K | 0.26% | −50−3.0% | Reduced |
| BCS Wealth Management | 1,603 | $462.0K | 0.21% | −5,037−75.9% | Reduced |
| Precision Wealth Strategies, LLC | 1,604 | $462.4K | 0.73% | −860−34.9% | Reduced |
| Atlas Financial Advisors, Inc. | 1,604 | $462.4K | 0.62% | −149−8.5% | Reduced |
| Knott David M Jr | 1,600 | $463.0K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,611 | $464.0K | 0.31% | −5−0.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,613 | $465.1K | 0.43% | +326+25.3% | Added |
| Hilltop Wealth Advisors, LLC | 1,614 | $465.3K | 0.37% | +100+6.6% | Added |
| GoalFusion Wealth Management, LLC | 1,616 | $465.8K | 0.37% | +27+1.7% | Added |
| Thomas Story & Son LLC | 1,615 | $466.0K | 0.23% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 1,617 | $466.3K | 0.35% | +73+4.7% | Added |
| Intergy Private Wealth, LLC | 1,617 | $466.3K | 0.26% | +455+39.2% | Added |
| Highland Financial Advisors, LLC | 1,636 | $472.0K | 0.26% | −3−0.2% | Reduced |
| Leo H. Evart, Inc. | 1,641 | $473.0K | 0.69% | +1+0.1% | Added |
| Banta Asset Management LP | 1,916 | $474.8K | 0.55% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,647 | $474.9K | 0.29% | +20+1.2% | Added |
| WorthPointe, LLC | 1,648 | $475.1K | 0.32% | −284−14.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,649 | $475.4K | 0.31% | −201−10.9% | Reduced |
| New England Capital Financial Advisors LLC | 1,652 | $476.2K | 0.34% | +38+2.4% | Added |
| Bryant Woods Investment Advisors, LLC | 1,657 | $477.7K | 0.37% | +506+44.0% | Added |