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 |
|---|---|---|---|---|---|
| Moreno Evelyn V | 97,659 | $28.2M | 6.38% | −250.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 97,626 | $28.1M | 4.90% | −1,097−1.1% | Reduced |
| Professional Advisory Services Inc | 97,038 | $28.0M | 4.36% | −7,393−7.1% | Reduced |
| James Investment Research Inc | 96,950 | $27.9M | 3.70% | −3,389−3.4% | Reduced |
| Visionary Wealth Advisors | 96,889 | $27.9M | 2.37% | +433+0.4% | Added |
| Moran Wealth Management, LLC | 96,694 | $27.9M | 1.05% | +3,397+3.6% | Added |
| TruWealth Advisors, LLC | 96,646 | $27.9M | 2.55% | +1,897+2.0% | Added |
| First Hawaiian Bank | 96,620 | $27.9M | 0.94% | +2,632+2.8% | Added |
| Freemont Management S.A. | 96,600 | $27.8M | 4.11% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 96,192 | $27.7M | 2.43% | +6,555+7.3% | Added |
| Culbertson A N & Co Inc | 95,929 | $27.7M | 5.65% | −1,195−1.2% | Reduced |
| Waratah Capital Advisors Ltd. | 95,929 | $27.7M | 1.37% | −50,551−34.5% | Reduced |
| Progressive Investment Management Corp | 95,853 | $27.6M | 8.92% | +3,212+3.5% | Added |
| Wahed Invest LLC | 95,771 | $27.6M | 11.94% | −1,187−1.2% | Reduced |
| Goelzer Investment Management, Inc. | 95,685 | $27.6M | 2.40% | −10,006−9.5% | Reduced |
| Rossmore Private Capital | 95,664 | $27.6M | 4.31% | −2,482−2.5% | Reduced |
| Hunter Associates Investment Management LLC | 95,519 | $27.5M | 5.90% | −678−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 95,474 | $27.5M | 0.08% | +8,301+9.5% | Added |
| Rollins Financial | 95,282 | $27.5M | 9.09% | +1,196+1.3% | Added |
| Monetary Management Group Inc | 95,040 | $27.4M | 8.06% | −75−0.1% | Reduced |
| Smithfield Trust Co | 94,632 | $27.3M | 1.75% | −95−0.1% | Reduced |
| Sky Investment Group LLC | 94,293 | $27.2M | 6.21% | −740−0.8% | Reduced |
| Lowell Blake & Associates Inc. | 94,291 | $27.2M | 8.48% | −4,698−4.7% | Reduced |
| NBT Bank N A | 94,288 | $27.2M | 3.97% | −657−0.7% | Reduced |
| Cyrus J. Lawrence, LLC | 94,219 | $27.2M | 7.90% | +10,579+12.6% | Added |
| Northern Oak Wealth Management Inc | 93,622 | $27.0M | 3.23% | +9,272+11.0% | Added |
| Greenbrier Partners Capital Management, LLC | 93,355 | $26.9M | 3.31% | 00.0% | Unchanged |
| Summit Global Investments | 93,177 | $26.9M | 2.08% | +4,471+5.0% | Added |
| Fagan Associates, Inc. | 93,080 | $26.8M | 6.68% | −2,207−2.3% | Reduced |
| Boothbay Fund Management, LLC | 93,032 | $26.8M | 0.77% | +86,961+1,432.4% | Added |
| Essex Financial Services, Inc. | 93,025 | $26.8M | 2.82% | +991+1.1% | Added |
| Cadian Capital Management, LP | 93,000 | $26.8M | 1.67% | +93,000 | New |
| RSM US Wealth Management LLC | 92,996 | $26.8M | 0.95% | +51,166+122.3% | Added |
| Sassicaia Capital Advisers LLC | 92,764 | $26.7M | 23.23% | +82,364+792.0% | Added |
| Madison Wealth Management | 92,762 | $26.7M | 5.78% | −871−0.9% | Reduced |
| Oxbow Advisors, LLC | 92,700 | $26.7M | 4.78% | −220.0% | Reduced |
| IHT Wealth Management, LLC | 92,564 | $26.7M | 1.52% | +3,352+3.8% | Added |
| HBK Sorce Advisory LLC | 92,380 | $26.6M | 1.21% | −91,910−49.9% | Reduced |
| Modera Wealth Management, LLC | 92,330 | $26.6M | 1.03% | +13,433+17.0% | Added |
| Vicus Capital | 92,321 | $26.6M | 2.86% | −139−0.2% | Reduced |
| GYL Financial Synergies, LLC | 92,205 | $26.6M | 3.19% | +68,309+285.9% | Added |
| Harbor Investment Advisory, LLC | 91,976 | $26.5M | 3.96% | −4,755−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 91,798 | $26.5M | 5.82% | +5,736+6.7% | Added |
| J.W. Cole Advisors, Inc. | 91,739 | $26.4M | 1.88% | +2,118+2.4% | Added |
| Griffin Asset Management, Inc. | 91,733 | $26.4M | 3.70% | +1,377+1.5% | Added |
| Rempart Asset Management Inc. | 91,554 | $26.4M | 5.84% | +979+1.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 91,480 | $26.4M | 3.83% | −3,766−4.0% | Reduced |
| Clare Market Investments LLC | 91,465 | $26.4M | 11.01% | −4,516−4.7% | Reduced |
| 1st Source Bank | 91,452 | $26.4M | 1.75% | −2,982−3.2% | Reduced |
| Hosking Partners LLP | 91,404 | $26.4M | 1.22% | −17,824−16.3% | Reduced |
| Pitcairn Co | 91,386 | $26.3M | 2.42% | +8,059+9.7% | Added |
| Strategic Advisors LLC | 91,025 | $26.2M | 5.31% | −2,359−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 90,989 | $26.2M | 3.55% | +2,310+2.6% | Added |
| American National Bank | 90,973 | $26.2M | 4.84% | +2,341+2.6% | Added |
| Charter Trust Co | 90,914 | $26.2M | 2.09% | −8,657−8.7% | Reduced |
| Fulcrum Capital LLC | 90,876 | $26.2M | 7.05% | −3,728−3.9% | Reduced |
| Greenlea Lane Capital Management, LLC | 90,870 | $26.2M | 10.46% | +90,870 | New |
| Itau Unibanco Holding S.A. | 90,464 | $26.1M | 1.31% | +16,051+21.6% | Added |
| Wallington Asset Management, LLC | 90,436 | $26.1M | 5.22% | +310+0.3% | Added |
| ProVise Management Group, LLC | 90,306 | $26.0M | 2.49% | +5,379+6.3% | Added |
| Fund Management at Engine No. 1 LLC | 90,283 | $26.0M | 5.23% | +8,222+10.0% | Added |
| Nicola Wealth Management Ltd. | 90,160 | $26.0M | 2.56% | 00.0% | Unchanged |
| Cigna Investments Inc | 90,151 | $26.0M | 5.20% | −1,793−2.0% | Reduced |
| Center Lake Capital Management, LLC | 90,000 | $25.9M | 16.77% | +65,000+260.0% | Added |
| Bath Savings Trust Co | 89,675 | $25.9M | 3.18% | +97+0.1% | Added |
| American Assets Investment Management, LLC | 89,650 | $25.8M | 2.98% | 00.0% | Unchanged |
| Americana Partners, LLC | 89,637 | $25.8M | 4.08% | +238+0.3% | Added |
| Mark Asset Management LP | 89,257 | $25.8M | 4.91% | +29,609+49.6% | Added |
| Two Sigma Securities, LLC | 89,381 | $25.8M | 2.14% | +80,203+873.9% | Added |
| Anchor Investment Management, LLC | 89,333 | $25.8M | 3.51% | +1,792+2.0% | Added |
| Hartline Investment Corp | 89,221 | $25.7M | 5.13% | −1,624−1.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 89,167 | $25.7M | 3.84% | +1,840+2.1% | Added |
| Pacific Global Investment Management CO | 89,095 | $25.7M | 5.61% | −5,077−5.4% | Reduced |
| Interval Partners, LP | 89,000 | $25.7M | 1.44% | +89,000 | New |
| LSV Asset Management | 88,800 | $25.6M | 0.06% | −545−0.6% | Reduced |
| Godsey & Gibb Associates | 88,751 | $25.6M | 3.00% | −1,438−1.6% | Reduced |
| Mitchell Capital Management Co | 88,634 | $25.6M | 6.34% | +1,854+2.1% | Added |
| Nelson Capital Management, LLC | 88,476 | $25.5M | 7.24% | +966+1.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 89,776 | $25.5M | 2.06% | −24,690−21.6% | Reduced |
| Allen Operations LLC | 88,383 | $25.5M | 6.46% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 88,359 | $25.5M | 5.60% | −7,666−8.0% | Reduced |
| Merriman Wealth Management, LLC | 88,229 | $25.4M | 1.31% | −7,983−8.3% | Reduced |
| United Asset Strategies, Inc. | 88,207 | $25.4M | 3.36% | −181−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 88,176 | $25.4M | 3.43% | +2,583+3.0% | Added |
| Edge Wealth Management LLC | 87,951 | $25.4M | 5.82% | −727−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 87,597 | $25.3M | 4.50% | −3,846−4.2% | Reduced |
| Blue Fin Capital, Inc. | 82,658 | $25.2M | 8.16% | −42−0.1% | Reduced |
| Avitas Wealth Management LLC | 87,419 | $25.2M | 4.93% | −1,421−1.6% | Reduced |
| Integrated Advisors Network LLC | 87,392 | $25.2M | 1.51% | +2,094+2.5% | Added |
| Clough Capital Partners L P | 87,292 | $25.2M | 2.71% | −11,355−11.5% | Reduced |
| Journey Advisory Group, LLC | 87,263 | $25.2M | 3.98% | +9,661+12.4% | Added |
| Thompson Siegel & Walmsley LLC | 87,180 | $25.1M | 0.41% | +7,152+8.9% | Added |
| Atika Capital Management LLC | 87,000 | $25.1M | 3.91% | +36,200+71.3% | Added |
| Morningstar Investment Management LLC | 86,738 | $25.0M | 3.68% | −13,576−13.5% | Reduced |
| Marco Investment Management LLC | 86,709 | $25.0M | 2.82% | −10,435−10.7% | Reduced |
| MIG Capital, LLC | 86,589 | $25.0M | 4.32% | −42,083−32.7% | Reduced |
| Teamwork Financial Advisors, LLC | 86,576 | $25.0M | 4.61% | −9,747−10.1% | Reduced |
| Nations Financial Group Inc, | 86,277 | $24.9M | 2.61% | +3,786+4.6% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $24.8M | 20.92% | 00.0% | Unchanged |
| Trust Asset Management LLC | 85,929 | $24.8M | 2.79% | +1,376+1.6% | Added |