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 |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 3,142 | $905.8K | 0.49% | +1,048+50.0% | Added |
| Global Wealth Strategies & Associates | 3,144 | $906.3K | 0.47% | −984−23.8% | Reduced |
| Willow Creek Wealth Management Inc. | 3,146 | $907.2K | 0.14% | −5−0.2% | Reduced |
| Raub Brock Capital Management LP | 3,155 | $909.6K | 0.17% | +875+38.4% | Added |
| McClarren Financial Advisors, Inc. | 3,173 | $911.0K | 0.83% | +2+0.1% | Added |
| Colorado Capital Management, Inc. | 3,176 | $915.0K | 0.71% | −200−5.9% | Reduced |
| Aspire Wealth Management Corp | 3,178 | $916.3K | 0.74% | +48+1.5% | Added |
| Centennial Wealth Advisory LLC | 3,186 | $918.6K | 0.49% | +512+19.1% | Added |
| HighMark Wealth Management LLC | 3,187 | $918.7K | 0.72% | +1,224+62.4% | Added |
| APCM Wealth Management for Individuals | 3,190 | $919.5K | 0.15% | 00.0% | Unchanged |
| Planning Directions Inc | 3,201 | $923.0K | 0.69% | +7+0.2% | Added |
| Foundation Wealth Management, LLC | 3,203 | $923.4K | 0.95% | −1,551−32.6% | Reduced |
| Cook Wealth Management Group LLC | 3,031 | $923.9K | 0.79% | +70+2.4% | Added |
| Retirement Guys Formula LLC | 3,211 | $925.8K | 0.66% | +288+9.9% | Added |
| Jackson Thornton Asset Management, LLC | 3,223 | $929.2K | 0.21% | +433+15.5% | Added |
| Asset Planning Corporation | 3,229 | $930.9K | 0.75% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,238 | $933.4K | 0.52% | +634+24.3% | Added |
| RFP Financial Group LLC | 3,246 | $935.8K | 1.08% | −20,653−86.4% | Reduced |
| Dakota Community Bank & Trust NA | 3,246 | $935.8K | 5.78% | +263+8.8% | Added |
| Yoder Wealth Management, Inc. | 3,247 | $936.1K | 0.78% | +3,247 | New |
| Guidance Point Advisors, LLC | 3,256 | $938.9K | 0.38% | −35−1.1% | Reduced |
| FMB Wealth Management | 3,257 | $938.9K | 1.12% | −622−16.0% | Reduced |
| Clear Investment Research, LLC | 3,260 | $939.9K | 1.65% | +145+4.7% | Added |
| Paloma Partners Management Co | 3,273 | $943.6K | 0.21% | +3,273 | New |
| Pensionmark Financial Group, LLC | 3,276 | $944.6K | 0.20% | +224+7.3% | Added |
| Camarda Financial Advisors, LLC | 3,280 | $945.7K | 0.71% | −21−0.6% | Reduced |
| Austin Asset Management Co Inc | 3,280 | $945.7K | 0.30% | +311+10.5% | Added |
| Facet Wealth, Inc. | 3,299 | $951.1K | 0.06% | −412−11.1% | Reduced |
| Symmetry Investments LP | 3,300 | $951.4K | 0.45% | −2,700−45.0% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,315 | $952.3K | 0.85% | +11+0.3% | Added |
| Strategic Financial Partners, Ltd. | 3,306 | $953.1K | 0.58% | −30−0.9% | Reduced |
| Compton Capital Management Inc | 3,307 | $953.4K | 2.05% | −6,435−66.1% | Reduced |
| Sightline Wealth Advisors, LLC | 3,308 | $953.7K | 0.97% | −636−16.1% | Reduced |
| Capital Wealth Alliance, LLC | 3,312 | $954.9K | 0.77% | +14+0.4% | Added |
| Trinity Wealth Management, LLC | 3,315 | $955.7K | 0.63% | −255−7.1% | Reduced |
| Omega Financial Group, LLC | 3,316 | $956.1K | 0.44% | −246−6.9% | Reduced |
| Howard Wealth Management, LLC | 3,322 | $957.7K | 0.80% | −120−3.5% | Reduced |
| Francis Financial, Inc. | 3,324 | $958.2K | 0.65% | +720+27.6% | Added |
| Gsa Capital Partners LLP | 3,329 | $960.0K | 0.09% | +3,329 | New |
| National Wealth Management Group, LLC | 3,108 | $960.1K | 1.10% | +1,410+83.0% | Added |
| Mayfair Advisory Group, LLC | 3,357 | $960.5K | 1.04% | −12−0.4% | Reduced |
| Brand Asset Management Group, Inc. | 3,345 | $964.3K | 0.49% | −1,321−28.3% | Reduced |
| Aspireon Wealth Advisors | 3,351 | $966.0K | 0.53% | −2,284−40.5% | Reduced |
| True Wealth Design, LLC | 3,364 | $969.8K | 0.41% | +146+4.5% | Added |
| Alpha Financial Partners, LLC | 3,369 | $971.3K | 1.09% | −53−1.5% | Reduced |
| CastleKnight Management LP | 3,375 | $973.0K | 0.25% | −3,000−47.1% | Reduced |
| Defender Capital, LLC. | 3,379 | $974.2K | 0.34% | +1,414+72.0% | Added |
| Yarger Wealth Strategies, LLC | 3,383 | $975.4K | 1.07% | +9+0.3% | Added |
| Ferguson Shapiro LLC | 3,387 | $976.5K | 0.84% | +4+0.1% | Added |
| Blossom Wealth Management | 3,389 | $977.0K | 3.97% | +104+3.2% | Added |
| Parkside Investments, LLC | 3,407 | $982.3K | 0.18% | +93+2.8% | Added |
| Kooman & Associates | 3,414 | $984.3K | 0.53% | +51+1.5% | Added |
| Annapolis Financial Services, LLC | 3,416 | $984.9K | 0.30% | +26+0.8% | Added |
| Landmark Wealth Management, LLC | 3,425 | $987.0K | 0.55% | +2,490+266.3% | Added |
| ACT Advisors, LLC. | 3,425 | $987.4K | 0.64% | −8−0.2% | Reduced |
| Towerpoint Wealth, LLC | 3,427 | $988.0K | 0.57% | +287+9.1% | Added |
| Reston Wealth Management LLC | 3,428 | $988.2K | 0.52% | −100−2.8% | Reduced |
| Birmingham Capital Management Co Inc | 3,436 | $990.7K | 0.40% | −102−2.9% | Reduced |
| Financial Guidance Group, Inc. | 3,438 | $991.2K | 0.75% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 3,446 | $993.4K | 0.85% | +3,446 | New |
| BEAM Asset Management, LLC | 3,452 | $995.2K | 1.00% | −318−8.4% | Reduced |
| Braun-Bostich & Associates Inc. | 3,453 | $995.6K | 2.36% | +188+5.8% | Added |
| Trinity Financial Advisors LLC | 3,454 | $995.8K | 0.61% | −775−18.3% | Reduced |
| Peterson Wealth Management | 3,455 | $996.1K | 0.95% | +58+1.7% | Added |
| Bellwether Advisors, LLC | 3,459 | $997.3K | 0.27% | −96−2.7% | Reduced |
| Portfolio Strategies, Inc. | 3,464 | $998.6K | 0.19% | +101+3.0% | Added |
| Ackerman Capital Advisors, LLC | 3,468 | $999.8K | 0.26% | −310−8.2% | Reduced |
| LGL Partners, LLC | 3,474 | $1.00M | 0.17% | −29−0.8% | Reduced |
| Wade Financial Advisory, Inc | 3,475 | $1.00M | 0.42% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,482 | $1.00M | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,535 | $1.00M | 1.00% | +3,535 | New |
| Winslow Asset Management Inc | 3,493 | $1.01M | 0.24% | −47−1.3% | Reduced |
| PCG Wealth Advisors, LLC | 3,505 | $1.01M | 0.64% | −158−4.3% | Reduced |
| Gallacher Capital Management LLC | 3,508 | $1.01M | 0.61% | −62−1.7% | Reduced |
| EMC Capital Management | 3,534 | $1.01M | 0.85% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3,529 | $1.02M | 0.22% | −1,203−25.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 3,534 | $1.02M | 0.68% | −100−2.8% | Reduced |
| MAS Advisors LLC | 3,539 | $1.02M | 1.00% | −564−13.7% | Reduced |
| BCGM Wealth Management, LLC | 3,557 | $1.03M | 0.52% | −855−19.4% | Reduced |
| PrairieView Partners, LLC | 3,565 | $1.03M | 0.14% | −18−0.5% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $1.03M | 0.06% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,578 | $1.03M | 0.77% | +310+9.5% | Added |
| NorthLanding Financial Partners, LLC | 3,580 | $1.03M | 0.73% | −179−4.8% | Reduced |
| Asset Management Resources, LLC | 3,582 | $1.03M | 0.66% | +564+18.7% | Added |
| ML & R Wealth Management LLC | 3,596 | $1.04M | 0.28% | +1,435+66.4% | Added |
| BTG Pactual Global Asset Management Ltd | 3,599 | $1.04M | 1.51% | −10,819−75.0% | Reduced |
| Fenimore Asset Management Inc | 3,602 | $1.04M | 0.03% | +341+10.5% | Added |
| Lockerman Financial Group, Inc. | 3,605 | $1.04M | 2.86% | +45+1.3% | Added |
| Chiron Capital Management, LLC | 3,607 | $1.04M | 0.72% | −847−19.0% | Reduced |
| Fortis Group Advisors, LLC | 3,384 | $1.04M | 0.31% | +3,384 | New |
| Chicago Wealth Management, Inc. | 3,617 | $1.04M | 0.83% | −1,288−26.3% | Reduced |
| Hillsdale Investment Management Inc. | 3,629 | $1.05M | 0.09% | −2,060−36.2% | Reduced |
| Guardian Financial Partners, LLC | 3,633 | $1.05M | 1.05% | +9+0.2% | Added |
| HighVista Strategies LLC | 3,640 | $1.05M | 0.85% | +120+3.4% | Added |
| EdgeRock Capital LLC | 3,643 | $1.05M | 0.54% | +211+6.1% | Added |
| Stordahl Capital Management, Inc. | 3,656 | $1.05M | 0.32% | +467+14.6% | Added |
| Ironsides Asset Advisors, LLC | 3,657 | $1.05M | 0.48% | +910+33.1% | Added |
| Morling Financial Advisors, LLC | 3,659 | $1.05M | 1.14% | +954+35.3% | Added |
| FSC Wealth Advisors, LLC | 3,660 | $1.06M | 1.67% | −98−2.6% | Reduced |
| Eclectic Associates Inc | 3,671 | $1.06M | 0.54% | +906+32.8% | Added |