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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 2,005 | $481.0K | 0.34% | −20,340−91.0% | Reduced |
| Resolute Partners Group | 1,671 | $481.7K | 0.06% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,674 | $482.5K | 0.40% | +79+5.0% | Added |
| Tobias Financial Advisors, Inc. | 1,694 | $488.4K | 0.14% | −370−17.9% | Reduced |
| PFS Partners, LLC | 1,695 | $488.6K | 0.48% | +51+3.1% | Added |
| Karpus Management, Inc. | 1,700 | $490.1K | 0.02% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 1,700 | $490.1K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,702 | $490.6K | 0.34% | −139−7.6% | Reduced |
| Client 1st Advisory Group, LLC | 1,702 | $490.8K | 0.27% | −1,054−38.2% | Reduced |
| Alamar Capital Management, LLC | 1,703 | $491.0K | 0.41% | +3+0.2% | Added |
| HTG Investment Advisors, Inc. | 1,705 | $491.6K | 0.45% | +189+12.5% | Added |
| American Planning Services, Inc. | 1,710 | $493.0K | 0.33% | +661+63.0% | Added |
| Lee Johnson Capital Management, LLC | 1,715 | $494.5K | 0.51% | −78−4.4% | Reduced |
| Inspire Advisors, LLC | 1,726 | $497.6K | 0.11% | +831+92.8% | Added |
| Kraematon Investment Advisors, Inc | 1,727 | $497.8K | 0.58% | −249−12.6% | Reduced |
| Arlington Capital Management, Inc. | 1,727 | $497.9K | 0.47% | +3+0.2% | Added |
| McCarthy Asset Management, Inc. | 1,727 | $498.0K | 0.34% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,731 | $499.0K | 0.32% | −78−4.3% | Reduced |
| Blankinship & Foster, LLC | 1,732 | $499.3K | 0.22% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 1,734 | $499.8K | 0.37% | +302+21.1% | Added |
| Altus Wealth Management, LLC | 1,740 | $501.6K | 0.41% | +240+16.0% | Added |
| Cadent Capital Advisors, LLC | 1,742 | $502.3K | 0.30% | +2+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,762 | $502.5K | 0.27% | −60−3.3% | Reduced |
| Barry Investment Advisors, LLC | 1,744 | $503.1K | 0.16% | +204+13.2% | Added |
| Wick Capital Partners, LLC | 1,749 | $504.0K | 0.29% | −1,231−41.3% | Reduced |
| QCM Cayman, Ltd. | 1,754 | $505.7K | 3.17% | +1,754 | New |
| Instrumental Wealth, LLC | 1,662 | $505.8K | 0.67% | +1,662 | New |
| Enzi Wealth | 1,762 | $508.9K | 0.26% | 00.0% | Unchanged |
| Wexford Capital LP | 1,766 | $509.1K | 0.11% | +1,766 | New |
| West Chester Capital Advisors, Inc | 1,769 | $510.0K | 1.17% | −434−19.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,778 | $512.7K | 0.50% | −275−13.4% | Reduced |
| Headlands Technologies LLC | 1,780 | $513.2K | 0.34% | +1,780 | New |
| Shapiro Capital Management LLC | 1,785 | $514.7K | 0.01% | +2+0.1% | Added |
| Capital Markets Trading UK LLP | 1,787 | $515.0K | 1.12% | +1,787 | New |
| Flower City Capital | 1,791 | $516.4K | 0.64% | +500+38.7% | Added |
| Merlin Capital LLC | 1,798 | $518.4K | 1.88% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,802 | $520.0K | 0.61% | −117−6.1% | Reduced |
| Joule Financial, LLC | 1,809 | $521.5K | 0.28% | −1−0.1% | Reduced |
| Jentner Corp | 1,817 | $523.9K | 0.36% | 00.0% | Unchanged |
| Stevard, LLC | 1,821 | $525.0K | 0.49% | +296+19.4% | Added |
| Rebalance, LLC | 1,835 | $529.0K | 0.05% | +68+3.8% | Added |
| TNF LLC | 1,725 | $530.0K | 0.24% | −44−2.5% | Reduced |
| Mma Asset Management LLC | 1,839 | $530.2K | 0.38% | −145−7.3% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $531.9K | 0.52% | +36+2.0% | Added |
| Affinia Financial Group, LLC | 1,896 | $534.2K | 0.40% | +1+0.1% | Added |
| KilterHowling LLC | 1,856 | $535.2K | 0.52% | −132−6.6% | Reduced |
| OmniStar Financial Group, Inc. | 1,860 | $537.2K | 0.68% | +1,860 | New |
| Activest Wealth Management | 1,899 | $539.7K | 0.35% | +1,899 | New |
| Weybosset Research & Management LLC | 1,873 | $540.0K | 0.20% | +30+1.6% | Added |
| Morton Brown Family Wealth, LLC | 1,888 | $544.3K | 0.32% | +47+2.6% | Added |
| Welch Capital Partners LLC | 1,890 | $545.0K | 0.16% | −1,490−44.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,890 | $545.0K | 0.38% | −6−0.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,892 | $546.0K | 0.18% | +70+3.8% | Added |
| Presidio Capital Management, LLC | 1,900 | $547.8K | 0.48% | +30+1.6% | Added |
| Harbor Group, Inc. | 1,901 | $548.2K | 0.33% | +270+16.6% | Added |
| Pachira Investments Inc. | 1,906 | $549.4K | 2.37% | −1,300−40.5% | Reduced |
| Seven Springs Wealth Group, LLC | 1,909 | $550.4K | 0.27% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,918 | $550.9K | 0.34% | +21+1.1% | Added |
| Provident Wealth Management, LLC | 1,911 | $550.9K | 0.28% | +211+12.4% | Added |
| Geometric Wealth Advisors | 1,812 | $552.4K | 0.19% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,919 | $553.3K | 0.22% | +144+8.1% | Added |
| Brio Consultants, LLC | 1,923 | $554.3K | 0.10% | +178+10.2% | Added |
| Poplar Forest Capital LLC | 1,934 | $557.6K | 0.07% | 00.0% | Unchanged |
| Treynor Bancshares, Inc. | 1,935 | $557.9K | 0.35% | −22−1.1% | Reduced |
| Seven Post Investment Office LP | 1,937 | $558.4K | 0.20% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,948 | $561.6K | 0.29% | +103+5.6% | Added |
| Tremblant Capital Group | 1,958 | $564.5K | 0.06% | +678+53.0% | Added |
| IAG Wealth Partners, LLC | 1,974 | $569.1K | 0.16% | +350+21.6% | Added |
| Ewa, LLC | 1,845 | $570.2K | 0.42% | +1,845 | New |
| Coco Enterprises, LLC | 2,001 | $570.5K | 0.46% | −29−1.4% | Reduced |
| Youngs Advisory Group, Inc. | 1,993 | $574.8K | 0.32% | −261−11.6% | Reduced |
| St. Louis Trust Co | 2,000 | $576.6K | 0.12% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,001 | $576.9K | 0.19% | +44+2.2% | Added |
| Burrus Financial Services, Inc. | 2,002 | $577.2K | 0.33% | −44−2.2% | Reduced |
| HC Advisors, LLC | 2,011 | $579.9K | 0.36% | +24+1.2% | Added |
| Private Wealth Strategies, L.L.C. | 2,012 | $580.1K | 0.15% | −125−5.8% | Reduced |
| Boston Standard Wealth Management, LLC | 2,018 | $582.0K | 0.17% | −25−1.2% | Reduced |
| Lee Financial Group Hawaii, Inc. | 2,023 | $583.2K | 0.60% | −456−18.4% | Reduced |
| Cannon Financial Strategists, Inc. | 2,030 | $585.3K | 0.20% | +195+10.6% | Added |
| Whelan Financial | 2,034 | $586.4K | 0.33% | −8−0.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,039 | $587.9K | 1.08% | +10.0% | Added |
| McMahon Financial Advisors, LLC | 2,040 | $588.0K | 0.19% | +3+0.1% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $589.3K | 15.18% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,054 | $592.2K | 0.19% | −466−18.5% | Reduced |
| Kaye Capital Management | 2,055 | $592.4K | 0.30% | −526−20.4% | Reduced |
| Demars Financial Group, LLC | 2,076 | $598.5K | 0.33% | −10.0% | Reduced |
| Donald L. Hagan, LLC | 2,081 | $600.0K | 0.33% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 2,090 | $602.5K | 0.45% | +2,090 | New |
| Stegent Equity Advisors, Inc. | 2,090 | $603.2K | 0.60% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 2,094 | $604.0K | 6.78% | −38−1.8% | Reduced |
| Rinkey Investments | 2,105 | $606.9K | 0.32% | +388+22.6% | Added |
| Epiq Partners, LLC | 2,110 | $608.3K | 0.42% | +20+1.0% | Added |
| DB Wealth Management Group, LLC | 2,110 | $608.3K | 0.38% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 2,112 | $609.0K | 1.55% | +2,112 | New |
| Martel Wealth Advisors Inc | 2,113 | $609.1K | 0.16% | +655+44.9% | Added |
| Conservest Capital Advisors, Inc. | 2,114 | $609.3K | 0.07% | +2+0.1% | Added |
| Archetype Wealth Partners | 2,125 | $613.0K | 0.12% | −857−28.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,129 | $613.8K | 0.01% | −156−6.8% | Reduced |
| Prairiewood Capital, LLC | 2,129 | $613.9K | 0.42% | −50−2.3% | Reduced |
| Blue Square Asset Management, LLC | 2,130 | $614.1K | 0.40% | +2,130 | New |