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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 113,776 | $32.8M | 1.16% | −21,100−15.6% | Reduced |
| Ropes Wealth Advisors LLC | 113,773 | $32.8M | 5.93% | +474+0.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 112,855 | $32.5M | 3.79% | −2,333−2.0% | Reduced |
| United Bank | 112,759 | $32.5M | 4.15% | −1,009−0.9% | Reduced |
| Weatherly Asset Management L. P. | 112,600 | $32.5M | 4.21% | −1,074−0.9% | Reduced |
| Garde Capital, Inc. | 112,338 | $32.4M | 3.56% | +606+0.5% | Added |
| Sycomore Asset Management | 117,151 | $32.4M | 9.27% | +30,558+35.3% | Added |
| Hudson Valley Investment Advisors Inc | 111,623 | $32.2M | 4.50% | −50.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 111,608 | $32.2M | 5.10% | +1,879+1.7% | Added |
| Girard Partners Ltd. | 111,468 | $32.1M | 3.55% | −3,729−3.2% | Reduced |
| Wilsey Asset Management Inc | 111,315 | $32.1M | 7.25% | −16,733−13.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 111,312 | $32.1M | 3.46% | +8,147+7.9% | Added |
| FourThought Financial Partners, LLC | 111,170 | $32.1M | 4.40% | +5,771+5.5% | Added |
| De Burlo Group Inc | 110,873 | $32.0M | 6.24% | +74,002+200.7% | Added |
| Global Retirement Partners, LLC | 104,767 | $31.9M | 1.69% | +15,385+17.2% | Added |
| Anomaly Capital Management, LP | 110,612 | $31.9M | 1.40% | −173,573−61.1% | Reduced |
| Wellington Shields Capital Management, LLC | 109,790 | $31.7M | 3.81% | −2,499−2.2% | Reduced |
| Auxano Advisors, LLC | 109,710 | $31.6M | 12.65% | −547−0.5% | Reduced |
| Independent Financial Group, LLC | 109,367 | $31.5M | 2.52% | +8,430+8.4% | Added |
| Element Capital Management LLC | 109,152 | $31.5M | 2.38% | +109,152 | New |
| KMG Fiduciary Partners, LLC | 108,665 | $31.3M | 4.49% | +1,205+1.1% | Added |
| Principle Wealth Partners LLC | 108,602 | $31.3M | 3.35% | +3,601+3.4% | Added |
| Galvin, Gaustad & Stein, LLC | 108,338 | $31.2M | 3.08% | −3,638−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 108,191 | $31.2M | 3.59% | +1,100+1.0% | Added |
| Brookfield Asset Management Inc. | 107,956 | $31.1M | 0.12% | +79,324+277.0% | Added |
| Edge Capital Group, LLC | 107,950 | $31.1M | 1.92% | +17,552+19.4% | Added |
| Horizon Investments, LLC | 107,819 | $31.1M | 0.92% | −22,098−17.0% | Reduced |
| Oak Associates, Ltd | 107,783 | $31.1M | 2.56% | −12,000−10.0% | Reduced |
| Private Asset Management Inc | 107,743 | $31.1M | 5.12% | −1,191−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 107,698 | $31.0M | 2.12% | −13,674−11.3% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $31.0M | 1.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 107,408 | $31.0M | 0.53% | −12,438−10.4% | Reduced |
| Means Investment Co., Inc. | 107,344 | $30.9M | 5.44% | −434−0.4% | Reduced |
| CapWealth Advisors, LLC | 107,258 | $30.9M | 3.86% | −14,506−11.9% | Reduced |
| Simmons Bank | 107,020 | $30.9M | 2.63% | +2,193+2.1% | Added |
| We Are One Seven, LLC | 106,851 | $30.8M | 1.96% | +17,834+20.0% | Added |
| Dock Street Asset Management Inc | 106,641 | $30.7M | 5.98% | +838+0.8% | Added |
| Lee Danner & Bass Inc | 106,444 | $30.7M | 2.82% | −644−0.6% | Reduced |
| Connors Investor Services Inc | 106,363 | $30.7M | 3.60% | +9,461+9.8% | Added |
| Amussen Hunsaker Associates LLC | 106,229 | $30.6M | 7.67% | +1,352+1.3% | Added |
| Constitution Capital LLC | 106,074 | $30.6M | 18.54% | −4,155−3.8% | Reduced |
| Anchor Capital Advisors LLC | 105,941 | $30.5M | 0.81% | −2,264−2.1% | Reduced |
| Pennsylvania Capital Management Inc | 105,689 | $30.5M | 14.75% | +1,612+1.5% | Added |
| Capital Analysts, LLC | 105,629 | $30.5M | 1.74% | +2,519+2.4% | Added |
| Transcend Wealth Collective, LLC | 105,532 | $30.4M | 3.18% | −1,187−1.1% | Reduced |
| Strategic Vision Investment Ltd | 105,263 | $30.3M | 11.38% | +105,263 | New |
| Perigon Wealth Management, LLC | 104,701 | $30.2M | 1.72% | +1,244+1.2% | Added |
| First American Trust, FSB | 104,226 | $30.0M | 4.46% | −1,499−1.4% | Reduced |
| Criteria Caixa, S.A.U. | 104,220 | $30.0M | 3.67% | +5,875+6.0% | Added |
| Fiduciary Group LLC | 104,062 | $30.0M | 3.90% | −1,353−1.3% | Reduced |
| Sowell Financial Services LLC | 103,916 | $30.0M | 2.31% | −28,391−21.5% | Reduced |
| Parus Finance (UK) Ltd | 103,893 | $30.0M | 17.92% | +23,446+29.1% | Added |
| Chescapmanager LLC | 103,392 | $29.9M | 8.37% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 103,736 | $29.9M | 4.90% | −1,217−1.2% | Reduced |
| Money Concepts Capital Corp | 102,850 | $29.9M | 1.67% | −56,631−35.5% | Reduced |
| Core Alternative Capital | 103,477 | $29.8M | 3.98% | −719−0.7% | Reduced |
| Blue Chip Partners, Inc. | 103,408 | $29.8M | 3.54% | +2,235+2.2% | Added |
| Terry L. Blaker | 103,359 | $29.8M | 2.65% | −2,515−2.4% | Reduced |
| Private Advisory Group LLC | 103,028 | $29.7M | 6.32% | +13,779+15.4% | Added |
| Jacobs & Co | 103,013 | $29.7M | 3.67% | −1,334−1.3% | Reduced |
| Abbrea Capital, LLC | 102,699 | $29.6M | 5.03% | +298+0.3% | Added |
| Soltis Investment Advisors LLC | 102,424 | $29.5M | 3.76% | +31,508+44.4% | Added |
| Waldron Private Wealth LLC | 102,335 | $29.5M | 1.44% | +6,633+6.9% | Added |
| Franchise Capital Ltd | 102,301 | $29.5M | 7.69% | +49,102+92.3% | Added |
| Nishkama Capital, LLC | 102,147 | $29.4M | 7.06% | +89,674+718.9% | Added |
| Bourne Lent Asset Management Inc | 102,108 | $29.4M | 11.13% | −120.0% | Reduced |
| North Star Investment Management Corp. | 102,016 | $29.4M | 2.43% | +4,310+4.4% | Added |
| Archon Partners LLC | 102,000 | $29.4M | 4.91% | −5,000−4.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 101,934 | $29.4M | 3.30% | +1,343+1.3% | Added |
| Absher Wealth Management, LLC | 101,620 | $29.3M | 5.07% | −6,072−5.6% | Reduced |
| First Financial Bank - Trust Division | 101,414 | $29.2M | 3.13% | −727−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 101,266 | $29.2M | 4.31% | −107−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 101,212 | $29.2M | 6.46% | −4,194−4.0% | Reduced |
| Evoke Wealth, LLC | 101,010 | $29.1M | 1.06% | −1,164−1.1% | Reduced |
| RWWM, Inc. | 100,961 | $29.1M | 3.77% | −131−0.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 102,351 | $29.1M | 6.19% | +9,681+10.4% | Added |
| Insight Holdings Group, LLC | 100,800 | $29.1M | 0.66% | −8,300−7.6% | Reduced |
| Bank of Nova Scotia Trust Co | 100,391 | $28.9M | 3.18% | −2,298−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 100,340 | $28.9M | 3.01% | −20,403−16.9% | Reduced |
| Axxcess Wealth Management, LLC | 100,328 | $28.9M | 2.28% | +2,240+2.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 100,857 | $28.9M | 4.32% | −5,374−5.1% | Reduced |
| WMS Partners, LLC | 100,270 | $28.9M | 2.53% | −5,262−5.0% | Reduced |
| Canandaigua National Bank & Trust Co | 100,257 | $28.9M | 4.86% | +100,257 | New |
| Robertson Stephens Wealth Management, LLC | 100,181 | $28.9M | 2.30% | +4,449+4.6% | Added |
| KCL Capital, L.P. | 100,000 | $28.8M | 4.61% | −125,000−55.6% | Reduced |
| Miura Global Management, LLC | 100,000 | $28.8M | 16.76% | +40,000+66.7% | Added |
| Davidson Kempner Capital Management LP | 100,000 | $28.8M | 0.60% | +25,000+33.3% | Added |
| Davidson Kempner Partners | 100,000 | $28.8M | 0.72% | +100,000 | New |
| Columbia Asset Management | 99,921 | $28.8M | 6.56% | +787+0.8% | Added |
| Graham Capital Management, L.P. | 99,779 | $28.8M | 1.01% | +79,504+392.1% | Added |
| Vantage Investment Partners, LLC | 100,995 | $28.8M | 3.93% | +3,089+3.2% | Added |
| Ostrum Asset Management | 99,528 | $28.7M | 2.50% | +99,528 | New |
| Country Club Bank | 100,803 | $28.6M | 2.36% | +2,627+2.7% | Added |
| Foster Dykema Cabot & Co Inc | 99,203 | $28.6M | 3.68% | +5,811+6.2% | Added |
| Churchill Management Corp | 99,101 | $28.6M | 0.59% | −5,255−5.0% | Reduced |
| German American Bancorp, Inc. | 98,527 | $28.4M | 4.25% | −500−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 98,465 | $28.4M | 6.76% | +830+0.9% | Added |
| Mengis Capital Management, Inc. | 98,273 | $28.3M | 5.97% | −1,488−1.5% | Reduced |
| Hallmark Capital Management Inc | 98,125 | $28.3M | 2.57% | −847−0.9% | Reduced |
| Schmidt P J Investment Management Inc | 92,411 | $28.2M | 5.89% | −2,887−3.0% | Reduced |