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 | 6,238 | $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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 85,767 | $24.7M | 2.30% | +4,157+5.1% | Added |
| Randolph Co Inc | 85,641 | $24.7M | 3.57% | 00.0% | Unchanged |
| Cypress Capital Group | 85,630 | $24.7M | 3.79% | −1,702−1.9% | Reduced |
| Claar Advisors LLC | 85,447 | $24.6M | 10.01% | −750−0.9% | Reduced |
| Hilton Capital Management, LLC | 102,706 | $24.6M | 3.22% | −2,465−2.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 85,153 | $24.5M | 2.68% | −4,021−4.5% | Reduced |
| Bensler, LLC | 85,138 | $24.5M | 4.96% | +101+0.1% | Added |
| Tufton Capital Management | 85,117 | $24.5M | 5.31% | −237−0.3% | Reduced |
| Cartenna Capital, LP | 85,000 | $24.5M | 4.64% | +85,000 | New |
| LS Investment Advisors, LLC | 84,701 | $24.4M | 4.53% | −831−1.0% | Reduced |
| SP Asset Management LLC | 84,281 | $24.3M | 2.98% | −1,044−1.2% | Reduced |
| Leavell Investment Management, Inc. | 84,146 | $24.3M | 1.73% | +330.0% | Added |
| Premier Fund Managers Ltd | 85,364 | $24.3M | 0.96% | +46,056+117.2% | Added |
| Sound View Wealth Advisors Group, LLC | 83,737 | $24.1M | 3.31% | −773−0.9% | Reduced |
| Hillman Co | 83,681 | $24.1M | 11.89% | −20,664−19.8% | Reduced |
| Credential Qtrade Securities Inc. | 83,644 | $24.1M | 1.60% | −838−1.0% | Reduced |
| Hills Bank & Trust Co | 83,509 | $24.1M | 3.33% | −1,989−2.3% | Reduced |
| Walter Public Investments Inc. | 83,330 | $24.0M | 7.26% | +4,531+5.8% | Added |
| Checchi Capital Advisers, LLC | 83,231 | $24.0M | 2.32% | +3,281+4.1% | Added |
| Rings Capital Management LLC | 83,000 | $23.9M | 25.30% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 82,918 | $23.9M | 6.87% | −1,341−1.6% | Reduced |
| CMH Wealth Management LLC | 82,823 | $23.9M | 6.90% | +1,482+1.8% | Added |
| Change Path, LLC | 82,649 | $23.8M | 1.18% | −283−0.3% | Reduced |
| Thompson Investment Management, Inc. | 82,332 | $23.7M | 4.01% | +2,723+3.4% | Added |
| First Nebraska Trust Co | 82,131 | $23.7M | 2.98% | −220−0.3% | Reduced |
| Mechanics Bank Trust Department | 82,034 | $23.7M | 3.98% | −5,860−6.7% | Reduced |
| Group One Trading, L.P. | 81,765 | $23.6M | 1.12% | −263,231−76.3% | Reduced |
| Somerville Kurt F | 81,705 | $23.6M | 4.30% | +1,295+1.6% | Added |
| King Wealth | 81,697 | $23.6M | 5.20% | +144+0.2% | Added |
| Northwest Investment Counselors, LLC | 81,574 | $23.5M | 6.55% | −1,033−1.3% | Reduced |
| Invictus Private Wealth, LLC | 81,296 | $23.4M | 2.76% | −9,671−10.6% | Reduced |
| Lake Street Advisors Group, LLC | 81,084 | $23.4M | 1.44% | +471+0.6% | Added |
| Y.D. More Investments Ltd | 80,735 | $23.3M | 5.65% | −17,117−17.5% | Reduced |
| Verity & Verity, LLC | 80,384 | $23.2M | 2.96% | +2,466+3.2% | Added |
| JLB & Associates Inc | 80,308 | $23.2M | 3.48% | +2,156+2.8% | Added |
| Truxt Investmentos Ltda. | 80,300 | $23.2M | 8.44% | +80,300 | New |
| Anabranch Capital Management, LP | 80,256 | $23.1M | 18.98% | −6,371−7.4% | Reduced |
| Central Securities Corp | 80,000 | $23.1M | 2.88% | −10,000−11.1% | Reduced |
| Cincinnati Casualty Co | 80,000 | $23.1M | 14.45% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 80,000 | $23.1M | 10.33% | +50,000+166.7% | Added |
| Private Trust Co NA | 79,819 | $23.0M | 3.14% | +2,883+3.7% | Added |
| Pioneer Trust Bank N A | 79,627 | $23.0M | 6.75% | −1,835−2.3% | Reduced |
| Caldwell Trust Co | 79,400 | $22.9M | 3.18% | −4,780−5.7% | Reduced |
| Guardian Capital Advisors LP | 80,742 | $22.9M | 2.64% | −4,124−4.9% | Reduced |
| Cutler Investment Counsel LLC | 79,377 | $22.9M | 3.55% | +1,040+1.3% | Added |
| Gladstone Institutional Advisory LLC | 79,312 | $22.9M | 1.48% | −2,999−3.6% | Reduced |
| Balentine LLC | 79,225 | $22.8M | 0.77% | −1,239−1.5% | Reduced |
| Titan Global Capital Management USA LLC | 78,994 | $22.8M | 5.94% | −2,679−3.3% | Reduced |
| Lyell Wealth Management, LP | 78,906 | $22.7M | 3.18% | −3,572−4.3% | Reduced |
| M. Kraus & Co | 78,728 | $22.7M | 8.01% | −301−0.4% | Reduced |
| Spence Asset Management | 78,463 | $22.6M | 7.23% | −834−1.1% | Reduced |
| Quadrant Capital Group LLC | 78,461 | $22.6M | 2.36% | +6,450+9.0% | Added |
| CCM Investment Advisers LLC | 78,208 | $22.5M | 3.19% | +3,738+5.0% | Added |
| Woodmont Investment Counsel LLC | 78,177 | $22.5M | 2.42% | +1,495+1.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 78,151 | $22.5M | 7.16% | −883−1.1% | Reduced |
| Covenant Asset Management, LLC | 77,878 | $22.5M | 7.32% | −12,918−14.2% | Reduced |
| Abner Herrman & Brock LLC | 77,757 | $22.4M | 3.38% | +1,649+2.2% | Added |
| Synergy Financial Management, LLC | 77,406 | $22.3M | 5.44% | +15,231+24.5% | Added |
| Chicago Partners Investment Group LLC | 79,146 | $22.3M | 1.30% | +5,014+6.8% | Added |
| Greenwood Capital Associates LLC | 77,340 | $22.3M | 3.20% | +868+1.1% | Added |
| D L Carlson Investment Group Inc | 77,293 | $22.3M | 5.06% | −5,329−6.4% | Reduced |
| Dash Acquisitions Inc. | 77,151 | $22.2M | 10.30% | +3,083+4.2% | Added |
| Lathrop Investment Management Corp | 77,001 | $22.2M | 4.71% | −505−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 76,881 | $22.2M | 2.31% | +683+0.9% | Added |
| Intrust Bank NA | 76,815 | $22.1M | 2.84% | +633+0.8% | Added |
| First Western Trust Bank | 76,749 | $22.1M | 1.15% | +966+1.3% | Added |
| Unigestion Holding SA | 77,889 | $22.1M | 1.20% | −13,770−15.0% | Reduced |
| Clear Street Markets LLC | 76,700 | $22.1M | 6.13% | +76,700 | New |
| Verdence Capital Advisors LLC | 76,446 | $22.0M | 2.66% | +2,886+3.9% | Added |
| Buckley Wealth Management, LLC | 76,388 | $22.0M | 8.11% | −1,883−2.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 76,289 | $22.0M | 5.92% | −2,705−3.4% | Reduced |
| Palisade Capital Management LLC | 75,946 | $21.9M | 0.59% | −45,593−37.5% | Reduced |
| Jasper Ridge Partners, L.P. | 75,937 | $21.9M | 1.04% | +10.0% | Added |
| Geneos Wealth Management Inc. | 75,883 | $21.9M | 1.33% | −6,861−8.3% | Reduced |
| Claret Asset Management Corp | 75,698 | $21.8M | 4.31% | −151−0.2% | Reduced |
| Hutchinson Capital Management | 75,593 | $21.8M | 5.65% | +5,513+7.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 75,500 | $21.8M | 1.25% | +15,000+24.8% | Added |
| JGP Wealth Management, LLC | 75,461 | $21.8M | 3.82% | +1,270+1.7% | Added |
| Atreides Management, LP | 75,423 | $21.7M | 0.77% | +75,423 | New |
| Financial Insights, Inc. | 75,112 | $21.7M | 8.82% | −1,705−2.2% | Reduced |
| Conning Inc. | 75,108 | $21.7M | 0.72% | −28,381−27.4% | Reduced |
| Courier Capital LLC | 74,994 | $21.6M | 2.39% | −220−0.3% | Reduced |
| Exchange Capital Management, Inc. | 74,953 | $21.6M | 4.39% | +390+0.5% | Added |
| Webster Bank, N. A. | 74,929 | $21.6M | 2.82% | −972−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 74,909 | $21.6M | 1.37% | +1,048+1.4% | Added |
| Silicon Valley Capital Partners | 74,760 | $21.6M | 4.51% | −5,263−6.6% | Reduced |
| Empowered Funds, LLC | 74,561 | $21.5M | 1.27% | +15,950+27.2% | Added |
| XML Financial, LLC | 74,559 | $21.5M | 2.62% | −2,271−3.0% | Reduced |
| Canal Insurance CO | 74,500 | $21.5M | 5.84% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 74,285 | $21.4M | 6.20% | +4,435+6.3% | Added |
| Sompo Asset Management Co., Ltd. | 74,240 | $21.4M | 4.50% | +5,850+8.6% | Added |
| Fiduciary Alliance LLC | 74,016 | $21.3M | 5.36% | +1,946+2.7% | Added |
| Pettyjohn, Wood & White, Inc | 73,991 | $21.3M | 5.21% | −154−0.2% | Reduced |
| Naples Global Advisors, LLC | 73,979 | $21.3M | 2.66% | +177+0.2% | Added |
| Paragon Capital Management Ltd | 73,878 | $21.3M | 4.87% | −340.0% | Reduced |
| Tikehau Investment Management | 73,826 | $21.3M | 11.01% | −75,648−50.6% | Reduced |
| WS Portfolio Advisory, LLC | 73,780 | $21.3M | 5.41% | −25,179−25.4% | Reduced |
| Coastline Trust Co | 73,538 | $21.2M | 3.14% | −3,082−4.0% | Reduced |
| Buckingham Capital Management, Inc. | 73,314 | $21.1M | 3.38% | +1,540+2.1% | Added |
| Front Barnett Associates LLC | 73,301 | $21.1M | 2.48% | −320−0.4% | Reduced |