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 |
|---|---|---|---|---|---|
| Center For Asset Management LLC | 4,235 | $1.22M | 1.19% | −282−6.2% | Reduced |
| Black Diamond Financial, LLC | 4,241 | $1.22M | 0.40% | +905+27.1% | Added |
| Falcon Wealth Planning | 4,251 | $1.23M | 0.31% | −36−0.8% | Reduced |
| Independent Family Office, LLC | 4,254 | $1.23M | 0.71% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 4,256 | $1.23M | 0.02% | −262−5.8% | Reduced |
| Kinsale Capital Group, Inc. | 4,264 | $1.23M | 0.90% | +4,264 | New |
| Caerus Investment Advisors, LLC | 4,269 | $1.23M | 1.42% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,274 | $1.23M | 1.13% | +56+1.3% | Added |
| G&S Capital LLC | 4,277 | $1.23M | 0.55% | −72−1.7% | Reduced |
| 1620 Investment Advisors, Inc. | 4,291 | $1.24M | 1.49% | +27+0.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,294 | $1.24M | 0.79% | +7+0.2% | Added |
| Worth Asset Management, LLC | 4,295 | $1.24M | 0.94% | +29+0.7% | Added |
| Tacita Capital Inc | 4,296 | $1.24M | 0.93% | 00.0% | Unchanged |
| Kearns & Associates LLC | 4,300 | $1.24M | 1.23% | 00.0% | Unchanged |
| BetterWealth, LLC | 4,312 | $1.24M | 0.50% | +6+0.1% | Added |
| Ninepoint Partners LP | 4,313 | $1.24M | 0.16% | +1,659+62.5% | Added |
| Seaport Global Advisors, LLC | 4,319 | $1.25M | 3.93% | +2,517+139.7% | Added |
| Crestone Asset Management LLC | 4,325 | $1.25M | 0.26% | +446+11.5% | Added |
| Silicon Hills Wealth Management, LLC | 4,345 | $1.25M | 0.75% | −20.0% | Reduced |
| Dougherty Wealth Advisers LLC | 4,358 | $1.26M | 1.90% | −54−1.2% | Reduced |
| FSA Wealth Management LLC | 4,365 | $1.26M | 0.73% | −284−6.1% | Reduced |
| Engrave Wealth Partners LLC | 4,571 | $1.26M | 0.42% | −108−2.3% | Reduced |
| Blue Barn Wealth, LLC | 4,382 | $1.26M | 0.78% | +1,009+29.9% | Added |
| Alliance Wealth Management Group | 4,390 | $1.27M | 0.43% | +10+0.2% | Added |
| Ridgewood Investments LLC | 4,399 | $1.27M | 0.78% | +113+2.6% | Added |
| Atom Investors LP | 4,405 | $1.27M | 0.69% | +828+23.1% | Added |
| Delap Wealth Advisory, LLC | 4,407 | $1.27M | 1.30% | −3,904−47.0% | Reduced |
| Monumental Financial Group Inc. | 4,425 | $1.28M | 0.91% | +233+5.6% | Added |
| Peterson Wealth Advisors, LLC | 4,448 | $1.28M | 0.35% | +175+4.1% | Added |
| MGO Private Wealth, LLC | 4,450 | $1.28M | 1.01% | −2,425−35.3% | Reduced |
| Bayshore Asset Management, LLC | 4,453 | $1.28M | 0.76% | −263−5.6% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,458 | $1.29M | 0.73% | +368+9.0% | Added |
| Verus Financial Partners, Inc. | 4,216 | $1.29M | 0.18% | +37+0.9% | Added |
| Oakwell Private Wealth Management, LLC | 4,479 | $1.29M | 0.59% | +71+1.6% | Added |
| Barber Financial Group, Inc. | 4,488 | $1.29M | 0.23% | −100−2.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 4,493 | $1.30M | 1.61% | −89−1.9% | Reduced |
| WMG Financial Advisors, LLC | 4,286 | $1.30M | 1.07% | −817−16.0% | Reduced |
| Lansing Street Advisors | 4,502 | $1.30M | 0.81% | −69−1.5% | Reduced |
| Waypoint Wealth Partners Inc. | 4,504 | $1.30M | 0.46% | −1,425−24.0% | Reduced |
| Act Wealth Management, LLC | 4,530 | $1.31M | 0.78% | +103+2.3% | Added |
| Wescott Financial Advisory Group, LLC | 4,531 | $1.31M | 0.28% | +751+19.9% | Added |
| MBM Wealth Consultants, LLC | 4,501 | $1.31M | 0.55% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 4,543 | $1.31M | 0.48% | +359+8.6% | Added |
| Peak Financial Management, Inc. | 4,549 | $1.31M | 0.49% | +275+6.4% | Added |
| Schwartz Investment Counsel Inc | 4,550 | $1.31M | 0.06% | −313,596−98.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,554 | $1.31M | 1.21% | +114+2.6% | Added |
| Artemis Wealth Advisors, LLC | 4,556 | $1.31M | 0.34% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 4,557 | $1.31M | 0.21% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 4,557 | $1.31M | 0.53% | +952+26.4% | Added |
| Valtinson Bruner Financial Planning LLC | 4,558 | $1.31M | 0.75% | +111+2.5% | Added |
| PAX Financial Group, LLC | 4,562 | $1.32M | 0.32% | −297−6.1% | Reduced |
| Great Waters Wealth Management | 4,615 | $1.32M | 0.28% | −164−3.4% | Reduced |
| Crumly & Associates Inc. | 4,576 | $1.32M | 0.57% | +80+1.8% | Added |
| Pitti Group Wealth Management, LLC | 4,586 | $1.32M | 1.48% | −90−1.9% | Reduced |
| Arlington Financial Advisors, LLC | 4,594 | $1.32M | 0.51% | +154+3.5% | Added |
| Bridge Advisory, LLC | 4,619 | $1.33M | 0.51% | +317+7.4% | Added |
| Meritas Wealth Management, LLC | 4,623 | $1.33M | 1.05% | +91+2.0% | Added |
| Blue Bell Private Wealth Management, LLC | 4,632 | $1.34M | 0.40% | −424−8.4% | Reduced |
| Investmark Advisory Group LLC | 4,644 | $1.34M | 0.98% | −367−7.3% | Reduced |
| Rodgers & Associates, LTD | 4,649 | $1.34M | 0.21% | −819−15.0% | Reduced |
| Dentgroup LLC | 4,649 | $1.34M | 1.08% | +10.0% | Added |
| Continuum Wealth Advisors, LLC | 4,656 | $1.34M | 1.10% | 00.0% | Unchanged |
| Cipher Capital LP | 4,683 | $1.35M | 0.25% | −1,056−18.4% | Reduced |
| Operose Advisors LLC | 4,694 | $1.35M | 0.67% | −248−5.0% | Reduced |
| Paladin Advisory Group, LLC | 4,695 | $1.35M | 1.13% | +4,695 | New |
| TLWM | 4,697 | $1.35M | 0.43% | −1,024−17.9% | Reduced |
| Fountainhead AM, LLC | 4,700 | $1.35M | 0.53% | +261+5.9% | Added |
| Pin Oak Investment Advisors Inc | 4,709 | $1.36M | 1.68% | +510+12.1% | Added |
| Johnson & White Wealth Management, LLC | 4,712 | $1.36M | 1.21% | +4,712 | New |
| Stephens Consulting, LLC | 4,716 | $1.36M | 0.82% | −40−0.8% | Reduced |
| Trilogy Capital Inc. | 4,733 | $1.36M | 0.10% | +137+3.0% | Added |
| Revisor Wealth Management LLC | 4,741 | $1.37M | 1.25% | +4,741 | New |
| Cinctive Capital Management LP | 4,743 | $1.37M | 0.05% | +2,881+154.7% | Added |
| Koss-Olinger Consulting, LLC | 4,748 | $1.37M | 0.17% | +336+7.6% | Added |
| Warren Street Wealth Advisors, LLC | 4,749 | $1.37M | 0.98% | +781+19.7% | Added |
| Resources Management Corp | 7,654 | $1.37M | 0.27% | −111,969−93.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,753 | $1.37M | 0.81% | +1,097+30.0% | Added |
| Financial Management Professionals, Inc. | 4,761 | $1.37M | 0.26% | +1,502+46.1% | Added |
| OneAscent Wealth Management LLC | 4,767 | $1.37M | 0.54% | +345+7.8% | Added |
| Financial Freedom, LLC | 4,766 | $1.37M | 1.00% | −441−8.5% | Reduced |
| Index Fund Advisors, Inc. | 4,767 | $1.37M | 0.09% | −122−2.5% | Reduced |
| Vista Investment Management | 4,786 | $1.38M | 0.73% | −338−6.6% | Reduced |
| Holistic Financial Partners | 4,795 | $1.38M | 1.08% | +184+4.0% | Added |
| Helen Stephens Group, LLC | 4,804 | $1.39M | 0.72% | +11+0.2% | Added |
| Private Capital Management, LLC | 4,808 | $1.39M | 0.17% | −881−15.5% | Reduced |
| Windsor Advisory Group, LLC | 4,815 | $1.39M | 3.32% | −181−3.6% | Reduced |
| Empirical Asset Management, LLC | 4,819 | $1.39M | 1.33% | −5,482−53.2% | Reduced |
| C M Bidwell & Associates Ltd | 4,822 | $1.39M | 1.05% | −441−8.4% | Reduced |
| CBOE Vest Financial, LLC | 4,832 | $1.39M | 0.19% | +3,283+211.9% | Added |
| Hardy Reed LLC | 4,839 | $1.40M | 0.25% | +10+0.2% | Added |
| Legacy Financial Group, Inc. | 4,861 | $1.40M | 0.77% | −190−3.8% | Reduced |
| Cedar Mountain Advisors, LLC | 4,864 | $1.40M | 0.42% | +1,918+65.1% | Added |
| Cranbrook Wealth Management, LLC | 4,872 | $1.40M | 0.40% | +1,850+61.2% | Added |
| Rooted Wealth Advisors, Inc. | 4,918 | $1.41M | 1.04% | −636−11.5% | Reduced |
| Capasso Planning Partners LLC | 4,908 | $1.41M | 0.83% | +70+1.4% | Added |
| TriaGen Wealth Management LLC | 4,911 | $1.42M | 0.71% | +101+2.1% | Added |
| Granite Harbor Advisors, Inc. | 4,914 | $1.42M | 1.29% | +1,667+51.3% | Added |
| Aurora Private Wealth, Inc. | 4,915 | $1.42M | 1.51% | −1,805−26.9% | Reduced |
| RHS Financial, LLC | 4,916 | $1.42M | 1.08% | −516−9.5% | Reduced |
| Mason & Associates Inc | 4,936 | $1.42M | 0.44% | −904−15.5% | Reduced |