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 |
|---|---|---|---|---|---|
| Hemenway Trust Co LLC | 135,358 | $39.0M | 4.14% | −574−0.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 135,222 | $39.0M | 3.46% | +271+0.2% | Added |
| Roundview Capital LLC | 134,653 | $38.8M | 4.06% | +4,200+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 161,596 | $38.8M | 0.70% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 134,413 | $38.8M | 0.98% | +17,457+14.9% | Added |
| Vestmark Advisory Solutions, Inc. | 134,320 | $38.7M | 1.68% | +903+0.7% | Added |
| Pittenger & Anderson Inc | 134,071 | $38.7M | 2.00% | +1,977+1.5% | Added |
| Pennant Investors, LP | 134,000 | $38.6M | 16.11% | 00.0% | Unchanged |
| Trust Co of Virginia | 133,679 | $38.5M | 4.28% | −2,693−2.0% | Reduced |
| Oribel Capital Management, LP | 279,200 | $38.4M | 8.69% | +279,200 | New |
| Fort Sheridan Advisors LLC | 132,954 | $38.3M | 9.73% | +22,081+19.9% | Added |
| Pallas Capital Advisors LLC | 135,717 | $38.2M | 3.58% | +17,964+15.3% | Added |
| CWA Asset Management Group, LLC | 132,523 | $38.2M | 2.84% | +10,705+8.8% | Added |
| Veriti Management LLC | 132,224 | $38.1M | 4.52% | +4,186+3.3% | Added |
| Greenwood Gearhart Inc | 132,184 | $38.1M | 4.85% | +8,223+6.6% | Added |
| Ithaka Group LLC | 131,983 | $38.1M | 8.01% | −166,341−55.8% | Reduced |
| Picton Mahoney Asset Management | 131,640 | $38.0M | 1.92% | −1,606−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 131,500 | $37.9M | 5.85% | −2,800−2.1% | Reduced |
| Yarbrough Capital, LLC | 131,331 | $37.9M | 3.08% | +7,566+6.1% | Added |
| Appleton Partners Inc | 131,309 | $37.9M | 3.37% | +2,235+1.7% | Added |
| Diversified Trust Co | 130,942 | $37.8M | 1.47% | +8,337+6.8% | Added |
| Dorsey & Whitney Trust CO LLC | 130,763 | $37.7M | 3.43% | +5,488+4.4% | Added |
| Harvest Portfolios Group Inc. | 130,692 | $37.7M | 1.85% | +11,888+10.0% | Added |
| WestEnd Advisors, LLC | – | $37.6M | 1.17% | – | – |
| Cobblestone Capital Advisors LLC | 129,999 | $37.5M | 2.79% | +16,098+14.1% | Added |
| Daymark Wealth Partners, LLC | 129,996 | $37.5M | 4.97% | +20,050+18.2% | Added |
| Payden & Rygel | 129,830 | $37.4M | 2.22% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 129,305 | $37.3M | 2.45% | −10,004−7.2% | Reduced |
| Managed Asset Portfolios, LLC | 128,988 | $37.2M | 5.64% | −3,256−2.5% | Reduced |
| Petredis Investment Advisors LLC | 128,970 | $37.2M | 5.80% | +1,481+1.2% | Added |
| Vident Investment Advisory, LLC | 128,666 | $37.1M | 1.20% | +25,996+25.3% | Added |
| Hoey Investments, Inc | 128,217 | $37.0M | 14.61% | −1,436−1.1% | Reduced |
| Equitable Trust Co | 128,057 | $36.9M | 2.91% | −1,594−1.2% | Reduced |
| Telemus Capital, LLC | 127,774 | $36.8M | 3.25% | +450.0% | Added |
| C Partners Holding GmbH | 127,476 | $36.8M | 7.15% | +16,492+14.9% | Added |
| Osborne Partners Capital Management, LLC | 127,153 | $36.7M | 2.69% | −596−0.5% | Reduced |
| Addenda Capital Inc. | 127,021 | $36.6M | 1.51% | −2,089−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 126,968 | $36.6M | 2.89% | +341+0.3% | Added |
| Founders Capital Management, LLC | 126,836 | $36.6M | 9.11% | +958+0.8% | Added |
| Act Two Investors LLC | 126,738 | $36.5M | 14.57% | +69,014+119.6% | Added |
| Keywise Capital Management (HK) Ltd | 126,600 | $36.5M | 8.30% | +126,600 | New |
| Carret Asset Management, LLC | 126,550 | $36.5M | 5.07% | −6,158−4.6% | Reduced |
| Eisler Capital (UK) Ltd. | 126,422 | $36.4M | 3.15% | +126,422 | New |
| Shufro Rose & Co LLC | 126,324 | $36.4M | 3.38% | −1,441−1.1% | Reduced |
| BancorpSouth Bank | 126,150 | $36.4M | 3.35% | −7,788−5.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 126,146 | $36.4M | 1.68% | −10,542−7.7% | Reduced |
| Trust Co of Toledo NA | 125,357 | $36.1M | 6.45% | +5,667+4.7% | Added |
| Equitable Holdings, Inc. | 125,344 | $36.1M | 0.58% | −1,031−0.8% | Reduced |
| Washington Trust Bank | 124,863 | $36.0M | 3.85% | +6,663+5.6% | Added |
| GW Henssler & Associates Ltd | 124,738 | $36.0M | 2.39% | −18,196−12.7% | Reduced |
| McIlrath & Eck, LLC | 124,604 | $35.9M | 8.39% | +28,442+29.6% | Added |
| Dynamic Advisor Solutions LLC | 124,552 | $35.9M | 2.10% | +7,634+6.5% | Added |
| Linscomb & Williams, Inc. | 124,348 | $35.8M | 1.88% | −3,984−3.1% | Reduced |
| Stewart & Patten Co LLC | 124,061 | $35.8M | 6.07% | +769+0.6% | Added |
| Northeast Financial Consultants Inc | 124,045 | $35.8M | 2.29% | −15,957−11.4% | Reduced |
| Burney Co | 123,766 | $35.7M | 1.76% | −17,703−12.5% | Reduced |
| Pictet North America Advisors SA | 123,476 | $35.6M | 5.75% | −14,747−10.7% | Reduced |
| Renaissance Group LLC | 122,762 | $35.4M | 1.62% | −216−0.2% | Reduced |
| Overbrook Management Corp | 122,655 | $35.4M | 9.26% | −1,515−1.2% | Reduced |
| CSM Advisors, LLC | 122,542 | $35.3M | 3.05% | −2,970−2.4% | Reduced |
| Anderson Hoagland & Co | 122,483 | $35.3M | 5.07% | +967+0.8% | Added |
| ExodusPoint Capital Management, LP | 122,293 | $35.3M | 0.40% | +122,293 | New |
| Stillwater Capital Advisors, LLC | 122,149 | $35.2M | 6.84% | −3,700−2.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 122,142 | $35.2M | 1.83% | +7,390+6.4% | Added |
| Janney Capital Management LLC | 122,109 | $35.2M | 2.65% | +1,413+1.2% | Added |
| Stonebridge Capital Advisors LLC | 121,892 | $35.1M | 4.01% | +5,037+4.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 121,556 | $35.0M | 7.56% | −1,430−1.2% | Reduced |
| Quest Investment Management LLC | 121,454 | $35.0M | 4.81% | −56,718−31.8% | Reduced |
| WSFS Capital Management, LLC | 121,357 | $35.0M | 3.65% | −17,317−12.5% | Reduced |
| Cornerstone Investment Partners, LLC | 120,731 | $34.8M | 2.31% | −8,658−6.7% | Reduced |
| Brookstone Capital Management | 120,185 | $34.7M | 0.68% | +10,792+9.9% | Added |
| Schnieders Capital Management LLC | 120,035 | $34.6M | 7.76% | +1,853+1.6% | Added |
| Chicago Capital, LLC | 119,907 | $34.6M | 1.72% | +1,178+1.0% | Added |
| Night Owl Capital Management, LLC | 119,743 | $34.5M | 12.48% | −887−0.7% | Reduced |
| Value Aligned Research Advisors, LLC | 119,706 | $34.5M | 12.22% | +61,332+105.1% | Added |
| Ritholtz Wealth Management | 119,349 | $34.4M | 1.72% | +9,041+8.2% | Added |
| Heritage Trust Co | 118,660 | $34.2M | 5.38% | −896−0.7% | Reduced |
| DDD Partners, LLC | 118,631 | $34.2M | 5.33% | −9,268−7.2% | Reduced |
| Wedgewood Partners Inc | 118,615 | $34.2M | 5.80% | −14,969−11.2% | Reduced |
| Callahan Advisors, LLC | 118,433 | $34.1M | 4.41% | −618−0.5% | Reduced |
| Sumitomo Life Insurance Co | 118,335 | $34.1M | 2.87% | −475−0.4% | Reduced |
| Ninety One SA (PTY) Ltd | 119,788 | $34.1M | 8.67% | +60,354+101.5% | Added |
| Tompkins Financial Corp | 118,185 | $34.1M | 5.55% | −639−0.5% | Reduced |
| Fulton Bank, N.A. | 117,709 | $33.9M | 1.78% | +401+0.3% | Added |
| Nexus Investment Management ULC | 117,625 | $33.9M | 3.74% | −100−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 117,172 | $33.8M | 1.41% | +11,217+10.6% | Added |
| Kiley Juergens Wealth Management, LLC | 116,767 | $33.7M | 12.60% | +2,400+2.1% | Added |
| Polaris Wealth Advisory Group, LLC | 116,229 | $33.5M | 2.47% | −3,576−3.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 116,102 | $33.5M | 3.26% | +1,358+1.2% | Added |
| BTC Capital Management, Inc. | 115,610 | $33.3M | 3.83% | −155−0.1% | Reduced |
| Auxier Asset Management | 115,611 | $33.3M | 5.75% | −2,732−2.3% | Reduced |
| Boston Common Asset Management, LLC | 115,574 | $33.3M | 0.69% | −38,533−25.0% | Reduced |
| Perseverance Asset Management International | 115,532 | $33.3M | 11.04% | +100,532+670.2% | Added |
| Lynch & Associates | 115,529 | $33.3M | 8.74% | −618−0.5% | Reduced |
| Lakeside Advisors, INC. | 115,469 | $33.3M | 25.71% | −667−0.6% | Reduced |
| Spinnaker Trust | 115,127 | $33.2M | 2.52% | −7,348−6.0% | Reduced |
| Clarkston Capital Partners, LLC | 115,019 | $33.2M | 0.62% | −1,062−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 114,654 | $33.1M | 0.81% | +78,691+218.8% | Added |
| 180 Wealth Advisors, LLC | 114,389 | $33.0M | 7.67% | −254−0.2% | Reduced |
| Belpointe Asset Management LLC | 113,944 | $32.8M | 1.77% | +11,068+10.8% | Added |