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 |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 3,671 | $1.06M | 0.36% | +3,671 | New |
| Atwood & Palmer Inc | 3,673 | $1.06M | 0.10% | −1,952−34.7% | Reduced |
| Slocum, Gordon & Co LLP | 3,679 | $1.06M | 0.88% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 3,694 | $1.06M | 0.93% | +735+24.8% | Added |
| Sentinel Pension Advisors Inc | 3,747 | $1.07M | 0.27% | +10.0% | Added |
| Planned Solutions, Inc. | 3,706 | $1.07M | 0.68% | +53+1.5% | Added |
| Paulson Wealth Management Inc. | 3,706 | $1.07M | 0.48% | +154+4.3% | Added |
| Shelton Wealth Management, LLC | 3,706 | $1.07M | 0.87% | +452+13.9% | Added |
| Heritage Investment Group, Inc. | 3,706 | $1.07M | 0.32% | +50+1.4% | Added |
| Angeles Investment Advisors, LLC | 3,728 | $1.07M | 0.09% | −384−9.3% | Reduced |
| Cassia Capital Partners, LLC | 3,731 | $1.08M | 0.86% | −40−1.1% | Reduced |
| Greenhouse Wealth Management, LLC | 3,737 | $1.08M | 1.02% | +9+0.2% | Added |
| Heck Capital Advisors, LLC | 3,744 | $1.08M | 0.21% | +127+3.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 3,745 | $1.08M | 0.60% | +3,745 | New |
| Virginia National Bank | 3,759 | $1.08M | 3.81% | −25−0.7% | Reduced |
| Innovis Asset Management LLC | 3,759 | $1.08M | 0.44% | +583+18.4% | Added |
| Matrix Private Capital Group LLC | 3,771 | $1.09M | 0.75% | +257+7.3% | Added |
| Windsor Capital Management, LLC | 3,788 | $1.09M | 0.38% | −20−0.5% | Reduced |
| PYA Waltman Capital, LLC | 3,790 | $1.09M | 0.54% | +64+1.7% | Added |
| Range Financial Group LLC | 3,794 | $1.09M | 0.72% | −55−1.4% | Reduced |
| Columbia Advisory Partners LLC | 3,798 | $1.09M | 1.03% | −1,992−34.4% | Reduced |
| RS Crum Inc. | 3,804 | $1.10M | 0.42% | −6−0.2% | Reduced |
| Renaissance Technologies LLC | 3,814 | $1.10M | 0.00% | +3,814 | New |
| SBB Research Group LLC | 3,834 | $1.11M | 1.56% | +9+0.2% | Added |
| Sage Investment Advisers LLC | 3,838 | $1.11M | 1.48% | +4+0.1% | Added |
| MA Private Wealth | 3,844 | $1.11M | 0.27% | −4,390−53.3% | Reduced |
| R. W. Roge & Company, Inc. | 3,848 | $1.11M | 0.71% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 3,850 | $1.11M | 0.85% | −231−5.7% | Reduced |
| Northstar Advisory Group, LLC | 3,851 | $1.11M | 0.83% | −3,079−44.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,858 | $1.11M | 0.50% | +113+3.0% | Added |
| Live Oak Investment Partners | – | $1.11M | 0.98% | – | – |
| SFG Wealth Management, LLC. | 3,865 | $1.11M | 1.23% | +46+1.2% | Added |
| Smith & Howard Wealth Management, LLC | 3,870 | $1.12M | 0.39% | −88−2.2% | Reduced |
| Private Capital Advisors, Inc. | 3,871 | $1.12M | 0.21% | +703+22.2% | Added |
| Flagstone Financial Management | 3,890 | $1.12M | 0.56% | +10.0% | Added |
| Innova Wealth Partners | 3,899 | $1.12M | 0.99% | +21+0.5% | Added |
| Unique Wealth, LLC | 3,903 | $1.13M | 0.55% | +375+10.6% | Added |
| FSB Premier Wealth Management, Inc. | 3,903 | $1.13M | 0.63% | −791−16.9% | Reduced |
| Golden Green, Inc. | 3,904 | $1.13M | 1.32% | −4,250−52.1% | Reduced |
| Raffa Wealth Management, LLC | 3,908 | $1.13M | 0.41% | +370+10.5% | Added |
| Green Alpha Advisors, LLC | 3,912 | $1.13M | 0.79% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 3,917 | $1.13M | 1.04% | −469−10.7% | Reduced |
| Kennedy Investment Group | 3,919 | $1.13M | 0.69% | −988−20.1% | Reduced |
| Family Asset Management, LLC | 3,919 | $1.13M | 0.83% | +19+0.5% | Added |
| Corrigan Financial, Inc. | 3,919 | $1.13M | 0.37% | −4−0.1% | Reduced |
| Planning Center, Inc. | 3,899 | $1.13M | 0.31% | −51−1.3% | Reduced |
| Systematic Financial Management LP | 3,920 | $1.13M | 0.04% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,922 | $1.13M | 0.04% | −261−6.2% | Reduced |
| Marathon Trading Investment Management LLC | 3,923 | $1.13M | 0.54% | −7,867−66.7% | Reduced |
| Windham Capital Management, LLC | 3,925 | $1.13M | 0.45% | 00.0% | Unchanged |
| One Day In July LLC | 3,925 | $1.13M | 0.22% | −417−9.6% | Reduced |
| Clarus Wealth Advisors | 3,887 | $1.13M | 0.71% | −1,185−23.4% | Reduced |
| Kelly Financial Services LLC | 3,953 | $1.14M | 0.58% | +735+22.8% | Added |
| Smallwood Wealth Investment Management, LLC | 3,964 | $1.14M | 1.08% | −2,696−40.5% | Reduced |
| Creative Capital Management Investments LLC | 3,981 | $1.14M | 0.84% | +494+14.2% | Added |
| Lewis Capital Management, LLC | 3,969 | $1.14M | 1.72% | −1,401−26.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,970 | $1.14M | 0.01% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 3,970 | $1.14M | 0.74% | +935+30.8% | Added |
| Avenue 1 Advisors, LLC | 3,974 | $1.15M | 0.61% | −11−0.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,983 | $1.15M | 0.51% | +2,025+103.4% | Added |
| Riversedge Advisors, LLC | 3,986 | $1.15M | 0.33% | +533+15.4% | Added |
| Alyeska Investment Group, L.P. | 3,986 | $1.15M | 0.01% | −73,565−94.9% | Reduced |
| Cowa, LLC | 3,992 | $1.15M | 0.94% | +131+3.4% | Added |
| Georgetown University | 3,994 | $1.15M | 0.40% | +10+0.3% | Added |
| Milestone Asset Management, LLC | 3,995 | $1.15M | 0.66% | +61+1.6% | Added |
| Verum Partners LLC | 3,995 | $1.15M | 1.23% | +930+30.3% | Added |
| Briggs Advisory Group, Inc. | 3,996 | $1.15M | 0.68% | +4+0.1% | Added |
| First Wilshire Securities Management Inc | 4,000 | $1.15M | 0.39% | 00.0% | Unchanged |
| Gruss & Co., LLC | 4,000 | $1.15M | 7.30% | +2,500+166.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,000 | $1.15M | 1.51% | +4,000 | New |
| Retirement Group, LLC | 4,019 | $1.16M | 0.53% | +26+0.7% | Added |
| Armbruster Capital Management, Inc. | 4,017 | $1.16M | 0.30% | −640−13.7% | Reduced |
| McMorgan & Co LLC | 4,023 | $1.16M | 0.24% | −125−3.0% | Reduced |
| Thrive Capital Management, LLC | 4,092 | $1.16M | 0.73% | +637+18.4% | Added |
| Diker Management LLC | 4,037 | $1.16M | 1.21% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,042 | $1.17M | 2.40% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 4,045 | $1.17M | 0.19% | +121+3.1% | Added |
| Soditic Asset Management LLP | 4,065 | $1.17M | 1.30% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 4,078 | $1.18M | 1.91% | −698−14.6% | Reduced |
| GeoWealth Management, LLC | 4,096 | $1.18M | 0.14% | −3,998−49.4% | Reduced |
| Pasadena Private Wealth, LLC | 4,119 | $1.19M | 0.34% | −46−1.1% | Reduced |
| Cherrydale Wealth Management, LLC | 4,119 | $1.19M | 0.90% | +1,275+44.8% | Added |
| Must Asset Management Inc. | 4,196 | $1.19M | 2.96% | +4,196 | New |
| Horst & Graben Wealth Management LLC | 4,134 | $1.19M | 0.30% | +506+13.9% | Added |
| Delos Wealth Advisors, LLC | 4,160 | $1.20M | 1.52% | −1,095−20.8% | Reduced |
| Corrado Advisors, LLC | 4,160 | $1.20M | 0.80% | −112−2.6% | Reduced |
| Private Management Group Inc | 4,161 | $1.20M | 0.05% | +3+0.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,164 | $1.20M | 3.33% | −462−10.0% | Reduced |
| Paragon Wealth Strategies, LLC | 4,174 | $1.20M | 0.73% | +50+1.2% | Added |
| Red Tortoise LLC | 4,176 | $1.20M | 0.81% | −351−7.8% | Reduced |
| Security Financial Services, INC. | 4,181 | $1.21M | 0.37% | −55−1.3% | Reduced |
| Santori & Peters | 4,186 | $1.21M | 0.65% | +20.0% | Added |
| Catalyst Private Wealth, LLC | 4,195 | $1.21M | 0.84% | +270+6.9% | Added |
| Insight 2811, Inc. | 4,199 | $1.21M | 0.75% | −19−0.5% | Reduced |
| Essential Planning, LLC. | 4,201 | $1.21M | 0.73% | +10.0% | Added |
| Strategic Investment Solutions, Inc. | 4,208 | $1.21M | 0.24% | +32+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 4,212 | $1.21M | 0.24% | −29−0.7% | Reduced |
| Clark Asset Management, LLC | 4,218 | $1.22M | 0.73% | +1,696+67.2% | Added |
| Financial & Tax Architects, LLC | 4,226 | $1.22M | 0.40% | +86+2.1% | Added |
| Wealth Management Solutions, LLC | 4,230 | $1.22M | 0.70% | +64+1.5% | Added |