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
- 4,718
- +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
- 2,018 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 166,264 | $47.9M | 6.44% | −2,426−1.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 166,208 | $47.9M | 1.68% | +3,258+2.0% | Added |
| Cornerstone Capital, Inc. | 165,265 | $47.6M | 5.75% | +1,033+0.6% | Added |
| First Citizens Bank & Trust Co | 165,231 | $47.6M | 0.95% | +29,536+21.8% | Added |
| Fairview Capital Investment Management, LLC | 165,164 | $47.6M | 3.11% | +4,253+2.6% | Added |
| Valiant Capital Management, L.P. | 164,600 | $47.5M | 8.26% | +164,600 | New |
| BLB&B Advisors, LLC | 164,177 | $47.3M | 3.53% | −742−0.4% | Reduced |
| Madison Asset Management, LLC | 163,741 | $47.2M | 0.72% | −11,416−6.5% | Reduced |
| Congress Wealth Management LLC | 163,396 | $47.1M | 1.14% | +885+0.5% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 162,901 | $47.0M | 18.37% | +162,901 | New |
| Baxter Bros Inc | 161,842 | $46.7M | 7.34% | −1,940−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 161,805 | $46.6M | 4.22% | −949−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 161,398 | $46.5M | 2.74% | −804−0.5% | Reduced |
| Grassi Investment Management | 161,006 | $46.4M | 5.76% | −1,882−1.2% | Reduced |
| Patten & Patten Inc | 160,830 | $46.4M | 4.08% | −3,960−2.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 173,700 | $46.1M | 7.70% | +10,000+6.1% | Added |
| Knights of Columbus Asset Advisors LLC | 159,599 | $46.0M | 4.53% | −7,536−4.5% | Reduced |
| Sawgrass Asset Management LLC | 158,860 | $45.8M | 5.95% | −4,879−3.0% | Reduced |
| Colonial Trust Advisors | 158,838 | $45.8M | 5.38% | −1,515−0.9% | Reduced |
| Parallel Advisors, LLC | 158,697 | $45.8M | 1.54% | +2,046+1.3% | Added |
| Nicholas Hoffman & Company, LLC. | 158,603 | $45.7M | 4.11% | −590−0.4% | Reduced |
| Gradient Investments LLC | 158,282 | $45.6M | 1.24% | +674+0.4% | Added |
| Narwhal Capital Management | 158,095 | $45.6M | 5.70% | −620.0% | Reduced |
| BIT Capital GmbH | 157,592 | $45.4M | 7.08% | +66,589+73.2% | Added |
| McKinley Capital Management LLC /Delaware | 157,566 | $45.4M | 6.02% | −3,112−1.9% | Reduced |
| Twin Capital Management Inc | 157,372 | $45.4M | 6.20% | −18,944−10.7% | Reduced |
| Cidel Asset Management Inc | 157,282 | $45.3M | 2.08% | −1,010−0.6% | Reduced |
| Verus Capital Partners, LLC | 157,281 | $45.3M | 7.09% | +10,496+7.2% | Added |
| Azimuth Capital Investment Management LLC | 157,186 | $45.3M | 2.23% | −2,626−1.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 156,961 | $45.3M | 6.49% | −7,545−4.6% | Reduced |
| Value Partners Investments Inc. | 156,624 | $45.1M | 3.70% | −20,930−11.8% | Reduced |
| Palisade Asset Management, LLC | 156,408 | $45.1M | 5.52% | −1,258−0.8% | Reduced |
| Matrix Asset Advisors Inc | 156,386 | $45.1M | 6.55% | −3,840−2.4% | Reduced |
| Fishman Jay A Ltd | 156,165 | $45.0M | 5.75% | +5,514+3.7% | Added |
| Lowe Brockenbrough & Co Inc | 155,662 | $44.9M | 3.64% | −3,783−2.4% | Reduced |
| Forbes J M & Co LLP | 155,310 | $44.8M | 6.12% | +961+0.6% | Added |
| Prospera Financial Services Inc | 154,838 | $44.7M | 1.84% | +44,334+40.1% | Added |
| Grace & Mercy Foundation, Inc. | 154,830 | $44.6M | 16.07% | +40,200+35.1% | Added |
| Academy Capital Management Inc | 154,329 | $44.5M | 9.54% | −374−0.2% | Reduced |
| Eagle Ridge Investment Management | 154,130 | $44.4M | 5.00% | +2,507+1.7% | Added |
| Tran Capital Management, L.P. | 153,426 | $44.2M | 5.51% | −54,608−26.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 153,084 | $44.1M | 2.40% | −22,381−12.8% | Reduced |
| Alerus Financial NA | 152,488 | $44.0M | 3.91% | +64,907+74.1% | Added |
| TD Private Client Wealth LLC | 152,191 | $43.9M | 1.97% | −12,480−7.6% | Reduced |
| Apollon Wealth Management, LLC | 152,340 | $43.9M | 2.69% | −3,968−2.5% | Reduced |
| Boston Family Office LLC | 151,658 | $43.7M | 3.50% | −4,082−2.6% | Reduced |
| Signaturefd, LLC | 151,099 | $43.6M | 1.19% | +13,495+9.8% | Added |
| Choate Investment Advisors | 150,686 | $43.4M | 2.10% | +667+0.4% | Added |
| Clearstead Advisors, LLC | 150,446 | $43.4M | 3.16% | +3,533+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 150,357 | $43.3M | 1.51% | +1,982+1.3% | Added |
| Adell Harriman & Carpenter Inc | 149,804 | $43.2M | 4.64% | −1,097−0.7% | Reduced |
| Bellevue Asset Management, LLC | 149,205 | $43.0M | 29.19% | −2,946−1.9% | Reduced |
| Spire Wealth Management | 148,778 | $42.9M | 1.67% | +11,177+8.1% | Added |
| Van Hulzen Asset Management, LLC | 148,728 | $42.9M | 4.03% | +24,999+20.2% | Added |
| Jackson Square Partners, LLC | 147,523 | $42.5M | 1.15% | −76,227−34.1% | Reduced |
| CAPROCK Group, Inc. | 147,425 | $42.5M | 3.29% | +19,014+14.8% | Added |
| FRG Family Wealth Advisors LLC | 147,417 | $42.5M | 9.71% | −760−0.5% | Reduced |
| Burns J W & Co Inc | 147,188 | $42.4M | 7.22% | −140−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 146,769 | $42.3M | 1.84% | +4,369+3.1% | Added |
| Hound Partners, LLC | 146,683 | $42.3M | 10.65% | −19,451−11.7% | Reduced |
| Manitou Investment Management Ltd. | 146,374 | $42.2M | 10.35% | −7,920−5.1% | Reduced |
| Merit Financial Group, LLC | 146,373 | $42.2M | 1.55% | +4,460+3.1% | Added |
| Moody National Bank Trust Division | 145,900 | $42.1M | 3.60% | +98+0.1% | Added |
| Montag A & Associates Inc | 145,450 | $42.0M | 2.75% | −3,844−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 144,946 | $41.8M | 1.00% | +15,906+12.3% | Added |
| Matthew Goff Investment Advisor, LLC | 144,891 | $41.8M | 10.37% | −13,706−8.6% | Reduced |
| Hel Ved Capital Management Ltd | 144,875 | $41.8M | 22.28% | +144,875 | New |
| Levin Capital Strategies, L.P. | 144,579 | $41.7M | 5.26% | +1,574+1.1% | Added |
| Coerente Capital Management | 144,461 | $41.6M | 9.36% | −3,147−2.1% | Reduced |
| Capco Asset Management, LLC | 144,056 | $41.5M | 10.86% | −6,012−4.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 144,044 | $41.5M | 2.98% | −1,554−1.1% | Reduced |
| SCS Capital Management LLC | 143,819 | $41.5M | 1.22% | −84−0.1% | Reduced |
| Transform Wealth, LLC | 142,905 | $41.2M | 3.89% | +12,125+9.3% | Added |
| Sonora Investment Management Group, LLC | 142,375 | $41.0M | 3.58% | −590−0.4% | Reduced |
| S&CO Inc | 142,147 | $41.0M | 3.48% | +2,220+1.6% | Added |
| Great Valley Advisor Group, Inc. | 141,668 | $40.8M | 1.90% | +6,893+5.1% | Added |
| Van Cleef Asset Management,Inc | 141,287 | $40.7M | 6.36% | −580−0.4% | Reduced |
| Papp L Roy & Associates | 141,002 | $40.7M | 5.49% | +1,212+0.9% | Added |
| PFS Investments Inc. | 139,256 | $40.6M | 0.70% | +7,015+5.3% | Added |
| Noked Israel Ltd | 140,390 | $40.5M | 17.62% | +50,870+56.8% | Added |
| Vestor Capital, LLC | 140,198 | $40.4M | 4.75% | +28,802+25.9% | Added |
| Ledyard National Bank | 140,100 | $40.4M | 4.64% | −5,819−4.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 139,590 | $40.2M | 0.79% | +400.0% | Added |
| Parsons Capital Management Inc | 139,483 | $40.2M | 3.23% | −1,603−1.1% | Reduced |
| Bank of Hawaii | 139,193 | $40.1M | 2.33% | +150.0% | Added |
| MainStreet Investment Advisors LLC | 138,599 | $40.0M | 4.41% | −190.0% | Reduced |
| Meridian Wealth Management, LLC | 138,249 | $39.9M | 3.48% | +4,723+3.5% | Added |
| Gamco Investors, Inc. Et Al | 138,245 | $39.9M | 0.43% | +342+0.2% | Added |
| Albion Financial Group | 138,194 | $39.8M | 3.64% | −35,787−20.6% | Reduced |
| LMR Partners LLP | 138,025 | $39.8M | 0.86% | +138,025 | New |
| Capital Investment Services of America, Inc. | 137,985 | $39.8M | 4.81% | −3,847−2.7% | Reduced |
| Fernbridge Capital Management LP | 137,742 | $39.7M | 4.47% | −102,597−42.7% | Reduced |
| Financial Advocates Investment Management | 137,077 | $39.5M | 3.02% | +4,553+3.4% | Added |
| Beaumont Financial Advisors, LLC | 136,800 | $39.4M | 3.99% | −3,564−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 136,751 | $39.4M | 4.50% | −630−0.5% | Reduced |
| PFG Advisors | 136,398 | $39.3M | 3.29% | +577+0.4% | Added |
| Wendell David Associates Inc | 136,271 | $39.3M | 4.66% | −711−0.5% | Reduced |
| Adviser Investments LLC | 135,698 | $39.1M | 0.94% | +2,889+2.2% | Added |
| Petrus Trust Company, LTA | 135,583 | $39.1M | 4.74% | −83,317−38.1% | Reduced |
| Novare Capital Management LLC | 135,491 | $39.1M | 4.44% | −3,114−2.2% | Reduced |