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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 2,649 | $763.7K | 0.47% | +817+44.6% | Added |
| Warner Financial, Inc | 2,651 | $764.0K | 0.53% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,656 | $765.8K | 0.26% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,656 | $765.8K | 0.54% | −96−3.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,658 | $766.3K | 0.59% | +42+1.6% | Added |
| Whitcomb & Hess, Inc. | 2,670 | $769.7K | 0.29% | +1,478+124.0% | Added |
| SWS Partners | 2,679 | $772.5K | 0.29% | +2,679 | New |
| Simplify Asset Management Inc. | 2,680 | $772.6K | 0.14% | +2,680 | New |
| Soundwatch Capital LLC | 2,685 | $774.1K | 0.18% | +2,685 | New |
| Tanglewood Legacy Advisors, LLC | 2,685 | $774.1K | 0.49% | +10.0% | Added |
| Drake & Associates, LLC | 2,692 | $776.0K | 0.38% | +297+12.4% | Added |
| Morris Financial Concepts, Inc. | 2,695 | $777.0K | 0.55% | −113−4.0% | Reduced |
| Better Money Decisions, LLC | 2,699 | $778.2K | 0.66% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 2,319 | $778.7K | 0.57% | +311+15.5% | Added |
| Shaker Investments LLC | 2,703 | $779.3K | 0.44% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,704 | $779.6K | 0.65% | +58+2.2% | Added |
| Element Wealth, LLC | 2,709 | $781.0K | 0.58% | +301+12.5% | Added |
| Integral Investment Advisors, Inc. | 2,716 | $783.0K | 0.56% | −5−0.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,717 | $783.3K | 0.07% | −2,101−43.6% | Reduced |
| Hofer & Associates. Inc | 3,291 | $789.2K | 0.79% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 2,741 | $790.3K | 1.07% | −42−1.5% | Reduced |
| Brogan Financial, Inc. | 2,745 | $791.4K | 0.68% | +10.0% | Added |
| Conrad Siegel Investment Advisors, Inc. | 2,746 | $791.7K | 0.70% | −474−14.7% | Reduced |
| IVC Wealth Advisors LLC | 2,750 | $792.7K | 0.56% | −33−1.2% | Reduced |
| Disciplined Investments, LLC | 2,753 | $793.8K | 0.33% | +670+32.2% | Added |
| Bell Investment Advisors, Inc | 2,761 | $796.0K | 0.19% | −19−0.7% | Reduced |
| HFG Advisors, Inc. | 2,784 | $802.6K | 0.91% | −33−1.2% | Reduced |
| Meredith Wealth Planning | 2,789 | $803.9K | 0.65% | −230−7.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,790 | $804.0K | 0.19% | −100−3.5% | Reduced |
| Wealthstar Advisors, LLC | 2,794 | $805.5K | 0.34% | +4+0.1% | Added |
| Waterford Advisors, LLC | 2,795 | $806.0K | 0.44% | +39+1.4% | Added |
| Oldfather Financial Services, LLC | 2,807 | $809.4K | 0.42% | +535+23.5% | Added |
| Biechele Royce Advisors | 2,811 | $810.0K | 0.30% | +120+4.5% | Added |
| Intrepid Capital Management Inc | 2,810 | $810.2K | 0.70% | +212+8.2% | Added |
| Clarity Financial LLC | 2,812 | $810.7K | 3.00% | −18,756−87.0% | Reduced |
| Freedom Wealth Alliance, LLC | 2,813 | $810.9K | 1.22% | −159−5.3% | Reduced |
| Arista Wealth Management, LLC | 2,814 | $811.1K | 0.44% | −133−4.5% | Reduced |
| Phillips Financial Management, LLC | 2,815 | $811.6K | 0.08% | +271+10.7% | Added |
| WPWealth LLP | 2,821 | $813.3K | 0.38% | +219+8.4% | Added |
| Brickley Wealth Management | 2,821 | $813.3K | 0.22% | −80−2.8% | Reduced |
| Davis Investment Partners, LLC | 2,843 | $816.5K | 0.43% | 00.0% | Unchanged |
| DDFG, Inc | 2,837 | $817.9K | 0.32% | −21−0.7% | Reduced |
| Cairn Investment Group, Inc. | 2,838 | $818.0K | 0.57% | −441−13.4% | Reduced |
| ODonnell Financial Services, LLC | 2,844 | $819.9K | 1.46% | +94+3.4% | Added |
| Lowe Wealth Advisors, LLC | 2,844 | $819.9K | 0.44% | −60−2.1% | Reduced |
| Keating Investment Counselors Inc | 2,855 | $823.1K | 0.31% | −1,215−29.9% | Reduced |
| Riverstone Advisors, LLC | 2,856 | $823.3K | 0.53% | −56−1.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,865 | $826.0K | 0.38% | −34−1.2% | Reduced |
| Lebenthal Global Advisors, LLC | 2,872 | $828.0K | 0.25% | −1,376−32.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,874 | $828.6K | 0.99% | +7+0.2% | Added |
| G2 Capital Management, LLC | 2,878 | $829.8K | 0.35% | +62+2.2% | Added |
| Sutton Place Investors LLC | 2,888 | $832.5K | 1.13% | +98+3.5% | Added |
| Financial Planning & Information Services, Inc. | 2,890 | $833.1K | 0.16% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 2,890 | $833.2K | 0.67% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,892 | $833.8K | 0.22% | −54−1.8% | Reduced |
| Hilltop Partners LLC | 2,895 | $834.7K | 0.38% | +4+0.1% | Added |
| Defined Wealth Management, LLC | 2,896 | $834.8K | 0.78% | +10.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,898 | $835.4K | 0.60% | +36+1.3% | Added |
| Cardinal Point Capital Management, ULC | 2,898 | $835.5K | 0.25% | +184+6.8% | Added |
| NSI Retail Advisors, LLC | 2,902 | $837.0K | 0.18% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,911 | $839.2K | 0.40% | +24+0.8% | Added |
| Marquette Asset Management, LLC | 2,914 | $840.1K | 0.22% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 243,014,413 | $842.9K | 4.36% | +243,014,413 | New |
| Sterling Financial Group, Inc. | 3,519 | $843.9K | 0.65% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 2,935 | $846.2K | 0.56% | +79+2.8% | Added |
| Vertex Planning Partners, LLC | 2,945 | $848.9K | 0.32% | −3,270−52.6% | Reduced |
| Safeguard Financial, LLC | 2,943 | $849.0K | 0.52% | +938+46.8% | Added |
| O'Dell Group, LLC | 2,954 | $851.7K | 0.27% | +143+5.1% | Added |
| Axiom Financial Strategies, LLC | 2,969 | $856.1K | 0.48% | −27−0.9% | Reduced |
| Columbus Macro, LLC | 2,983 | $858.7K | 0.32% | +592+24.8% | Added |
| Lutz Financial Services LLC | 2,982 | $859.7K | 0.10% | +203+7.3% | Added |
| Saiph Capital, LLC | 2,989 | $861.8K | 0.51% | +83+2.9% | Added |
| Sageworth Trust Co | 2,993 | $862.9K | 0.06% | +543+22.2% | Added |
| Anson Funds Management LP | 3,000 | $864.9K | 0.27% | −2,000−40.0% | Reduced |
| Ascendant Capital Management, LLC | 3,000 | $864.9K | 1.15% | +1,300+76.5% | Added |
| Hanlon Investment Management, Inc. | 3,003 | $865.8K | 0.26% | +69+2.4% | Added |
| X-Square Capital, LLC | 3,007 | $867.0K | 0.51% | −577−16.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,010 | $867.8K | 0.87% | −30−1.0% | Reduced |
| Seascape Capital Management | 3,024 | $872.0K | 0.44% | +81+2.8% | Added |
| Epic Trust Investment Advisors, LLC | 3,025 | $872.2K | 1.09% | +202+7.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,027 | $872.7K | 0.17% | −102−3.3% | Reduced |
| SMART Wealth LLC | 3,029 | $873.3K | 0.77% | +617+25.6% | Added |
| BHK Investment Advisors, LLC | 3,046 | $878.0K | 0.38% | +1,043+52.1% | Added |
| Surience Private Wealth LLC | 3,048 | $878.6K | 1.34% | +1,396+84.5% | Added |
| Financial Advisory Corp | 3,050 | $879.0K | 0.42% | −157−4.9% | Reduced |
| CPA Asset Management LLC | 3,051 | $879.5K | 0.66% | +146+5.0% | Added |
| Awm Capital, LLC | 3,054 | $880.5K | 0.25% | +46+1.5% | Added |
| Oberweis Asset Management Inc | 3,055 | $880.8K | 0.14% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 3,056 | $881.0K | 0.36% | +447+17.1% | Added |
| Archvest Wealth Advisors, Inc. | 3,079 | $887.7K | 0.79% | +57+1.9% | Added |
| Hyperion Partners, LLC | 3,086 | $889.7K | 0.80% | +400+14.9% | Added |
| Round Rock Advisors, LLC | 3,089 | $890.7K | 0.34% | −374−10.8% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 3,100 | $893.7K | 0.13% | +3,100 | New |
| KFG Wealth Management, LLC | 3,101 | $898.8K | 0.62% | −4−0.1% | Reduced |
| Long Road Investment Counsel, LLC | 3,117 | $899.0K | 0.43% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 3,119 | $899.2K | 0.02% | −40−1.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,122 | $900.1K | 0.21% | +25+0.8% | Added |
| Rise Advisors, LLC | 3,125 | $900.9K | 0.68% | −538−14.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 3,130 | $902.5K | 0.00% | −44−1.4% | Reduced |
| Quantamental Technologies LLC | 3,131 | $902.7K | 0.49% | −4,486−58.9% | Reduced |