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 |
|---|---|---|---|---|---|
| Carmel Capital Management L.L.C. | 2,144 | $618.1K | 0.35% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,249 | $619.3K | 0.47% | +6+0.3% | Added |
| Etfidea, LLC | 2,160 | $622.7K | 0.27% | +120+5.9% | Added |
| FIDELIS iM, LLC | 2,162 | $623.4K | 0.37% | −421−16.3% | Reduced |
| All Season Financial Advisors, Inc. | 2,163 | $623.5K | 0.56% | +2,163 | New |
| Financial Enhancement Group LLC | 2,004 | $624.7K | 0.12% | +80+4.2% | Added |
| Quaker Wealth Management, LLC | 2,174 | $626.7K | 0.29% | −370−14.5% | Reduced |
| Fort, L.P. | 2,188 | $630.8K | 1.63% | −118−5.1% | Reduced |
| Fortis Advisors, LLC | 2,189 | $631.1K | 0.41% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 2,206 | $636.0K | 0.38% | −18−0.8% | Reduced |
| Horrell Capital Management, Inc. | 2,210 | $637.0K | 0.20% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,218 | $639.4K | 0.59% | +360+19.4% | Added |
| High Pines Wealth Management, LLC | 2,229 | $642.6K | 1.07% | +12+0.5% | Added |
| TD Ameritrade Investment Management, LLC | 2,236 | $645.0K | 0.01% | −200−8.2% | Reduced |
| ZRC Wealth Management, LLC | 2,238 | $645.3K | 0.59% | +2,238 | New |
| Wealthcare Capital Management LLC | 2,247 | $647.9K | 0.08% | +6+0.3% | Added |
| Acas, LLC | 2,258 | $650.9K | 0.93% | −2−0.1% | Reduced |
| WJ Wealth Management, LLC | 2,297 | $662.2K | 0.45% | −2,297−50.0% | Reduced |
| RiverGlades Family Offices LLC | 2,300 | $663.1K | 0.61% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 2,300 | $663.1K | 1.32% | +2,300 | New |
| Noble Family Wealth, LLC | 2,300 | $663.1K | 0.23% | +2,300 | New |
| Keystone Financial Services | 2,303 | $664.0K | 0.36% | −13−0.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,292 | $664.3K | 0.29% | −49−2.1% | Reduced |
| Stephens Investment Management Group LLC | 2,307 | $665.1K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,309 | $665.7K | 0.22% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,314 | $667.0K | 0.31% | −200−8.0% | Reduced |
| V2 Financial group LLC | 2,314 | $667.1K | 0.48% | −200−8.0% | Reduced |
| Keb Asset Management, LLC | 2,322 | $669.6K | 0.29% | +209+9.9% | Added |
| Fortune 45 LLC | 2,339 | $674.4K | 0.68% | +32+1.4% | Added |
| Axim Planning & Wealth | 2,341 | $674.9K | 0.67% | +5+0.2% | Added |
| Sage Private Wealth Group, LLC | 2,343 | $675.5K | 0.78% | −1,506−39.1% | Reduced |
| Baron Financial Group, LLC | 2,345 | $676.2K | 0.43% | +3+0.1% | Added |
| Cubist Systematic Strategies, LLC | 2,347 | $676.6K | 0.01% | −2,391−50.5% | Reduced |
| Arnhold LLC | 2,350 | $677.5K | 0.08% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 2,359 | $680.2K | 0.10% | −9−0.4% | Reduced |
| Hill Investment Group Partners, LLC | 2,360 | $680.4K | 0.13% | −123−5.0% | Reduced |
| Concorde Asset Management, LLC | 2,370 | $680.7K | 0.81% | −1,811−43.3% | Reduced |
| Avion Wealth | 2,842 | $681.0K | 0.19% | +414+17.1% | Added |
| Dark Forest Capital Management LP | 2,374 | $684.4K | 0.16% | +2,374 | New |
| Martin Investment Management, LLC | 2,383 | $687.0K | 0.20% | +2+0.1% | Added |
| Botty Investors LLC | 2,386 | $687.8K | 0.30% | +4+0.2% | Added |
| Simplicity Wealth,LLC | 2,398 | $691.3K | 0.46% | −168−6.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 2,400 | $692.0K | 0.24% | −3,000−55.6% | Reduced |
| Wilkins Investment Counsel Inc | 2,400 | $692.0K | 0.18% | −200−7.7% | Reduced |
| Coyle Financial Counsel LLC | 2,401 | $692.2K | 0.32% | +30+1.3% | Added |
| Gouws Capital LLC | 2,409 | $694.5K | 0.62% | −82−3.3% | Reduced |
| WESPAC Advisors, LLC | 2,414 | $696.2K | 0.65% | −26,196−91.6% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,417 | $696.9K | 0.14% | −58−2.3% | Reduced |
| AJ Advisors, LLC | 2,419 | $697.3K | 0.51% | −55−2.2% | Reduced |
| Narus Financial Partners, LLC | 2,423 | $698.7K | 0.38% | −72−2.9% | Reduced |
| Tucker Asset Management LLC | 2,425 | $699.1K | 0.21% | +231+10.5% | Added |
| Monograph Wealth Advisors, LLC | 2,428 | $699.9K | 0.16% | −850−25.9% | Reduced |
| Petix & Botte Co | 2,434 | $701.7K | 0.47% | +2,434 | New |
| Horizon Family Wealth, Inc. | 2,435 | $702.2K | 0.74% | +27+1.1% | Added |
| Smart Money Group LLC | 2,292 | $704.2K | 0.35% | +59+2.6% | Added |
| Covey Capital Advisors, LLC | 2,450 | $706.3K | 1.13% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,459 | $708.9K | 0.71% | +11+0.4% | Added |
| ForthRight Wealth Management, LLC | 2,466 | $710.8K | 0.33% | +512+26.2% | Added |
| USAdvisors Wealth Management, LLC | 2,466 | $711.0K | 0.34% | +116+4.9% | Added |
| Continental Investors Services, Inc. | 2,471 | $712.4K | 2.02% | +5+0.2% | Added |
| Vista Private Wealth Partners. LLC | 2,318 | $715.1K | 0.31% | −1,107−32.3% | Reduced |
| Resource Consulting Group Inc | 2,485 | $716.4K | 0.18% | +10+0.4% | Added |
| Intelligence Driven Advisers, LLC | 2,526 | $718.2K | 0.13% | −104−4.0% | Reduced |
| Orin Green Financial, LLC | 2,497 | $719.9K | 0.39% | −428−14.6% | Reduced |
| Tilson Financial Group, Inc. | 2,498 | $720.0K | 0.59% | +6+0.2% | Added |
| Opus Capital Group, LLC | 2,504 | $722.0K | 0.13% | −442−15.0% | Reduced |
| Total Investment Management Inc | 2,510 | $723.7K | 0.14% | +712+39.6% | Added |
| Graham Capital Wealth Management, LLC | 2,523 | $727.4K | 1.05% | +5+0.2% | Added |
| Cavalier Investments, LLC | 2,524 | $727.7K | 0.32% | −2,502−49.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $728.0K | 0.32% | −4−0.2% | Reduced |
| Sound Stewardship, LLC | 2,526 | $728.3K | 0.49% | −107−4.1% | Reduced |
| Carmel Capital Partners, LLC | 2,537 | $731.3K | 0.43% | −344−11.9% | Reduced |
| Options Solutions, LLC | 2,557 | $737.2K | 0.84% | −7−0.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,566 | $739.8K | 0.00% | +750+41.3% | Added |
| Aufman Associates Inc | 2,568 | $740.3K | 0.63% | +4+0.2% | Added |
| Sensible Money, LLC | 2,570 | $740.9K | 0.64% | +82+3.3% | Added |
| Insight Folios Inc | 2,571 | $741.2K | 0.33% | +31+1.2% | Added |
| Holland Advisory Services, Inc. | 2,577 | $743.1K | 0.87% | +10.0% | Added |
| Gibson Capital, LLC | 2,578 | $743.2K | 0.20% | +14+0.5% | Added |
| Financial Connections Group, Inc. | 2,588 | $746.0K | 0.53% | −512−16.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,588 | $746.0K | 0.40% | −34−1.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,591 | $747.2K | 0.59% | −24−0.9% | Reduced |
| Marshall Financial Group Inc | 2,592 | $747.3K | 0.30% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 2,600 | $749.6K | 11.17% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,602 | $750.0K | 0.22% | −242−8.5% | Reduced |
| Tandem Wealth Advisors LLC | 2,609 | $752.2K | 0.47% | −12−0.5% | Reduced |
| Covestor Ltd | 2,614 | $754.0K | 0.66% | −1,287−33.0% | Reduced |
| Juncture Wealth Strategies, LLC | 2,616 | $754.2K | 0.37% | +54+2.1% | Added |
| Bernardo Wealth Planning LLC | 2,616 | $754.4K | 0.32% | +17+0.7% | Added |
| Capital Square, LLC | 2,590 | $755.5K | 0.70% | −1,621−38.5% | Reduced |
| Next Capital Management LLC | 2,620 | $755.5K | 0.36% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,623 | $756.0K | 0.86% | −15−0.6% | Reduced |
| America First Investment Advisors, LLC | 2,628 | $757.7K | 0.22% | +656+33.3% | Added |
| jvl associates llc | 2,632 | $758.8K | 0.40% | −73−2.7% | Reduced |
| Future Financial Wealth Managment LLC | 2,643 | $759.1K | 0.84% | +133+5.3% | Added |
| Parker Financial LLC | 2,643 | $762.0K | 0.60% | −719−21.4% | Reduced |
| Palladiem, LLC | 2,644 | $762.2K | 0.81% | −386−12.7% | Reduced |
| Mach-1 Financial Group, Inc. | 3,835 | $762.9K | 4.85% | −7,447−66.0% | Reduced |
| DRW Securities, LLC | 2,645 | $763.0K | 0.11% | −14,485−84.6% | Reduced |
| Collaborative Wealth Managment Inc. | 2,648 | $763.4K | 0.48% | −133−4.8% | Reduced |