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 |
|---|---|---|---|---|---|
| Tiger Management L.L.C. | 73,300 | $21.1M | 12.70% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 73,268 | $21.1M | 5.05% | −1,641−2.2% | Reduced |
| Dividend Assets Capital, LLC | 87,985 | $21.1M | 4.48% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 73,050 | $21.1M | 3.85% | −35,861−32.9% | Reduced |
| Buffington Mohr McNeal | 72,964 | $21.0M | 4.82% | −124−0.2% | Reduced |
| Orbis Allan Gray Ltd | 72,946 | $21.0M | 0.17% | −66,186−47.6% | Reduced |
| Icon Wealth Partners, LLC | 72,864 | $21.0M | 2.29% | +72,864 | New |
| Hoffman, Alan N Investment Management | 72,487 | $20.9M | 14.80% | +183+0.3% | Added |
| Community Bank, N.A. | 72,488 | $20.9M | 2.82% | +2,085+3.0% | Added |
| Peak Asset Management, LLC | 72,455 | $20.9M | 5.11% | +1,067+1.5% | Added |
| One Capital Management, LLC | 72,286 | $20.8M | 1.02% | +3,771+5.5% | Added |
| SFMG, LLC | 72,280 | $20.8M | 2.24% | +2,341+3.3% | Added |
| McRae Capital Management Inc | 72,241 | $20.8M | 6.00% | +2,769+4.0% | Added |
| Cohen Capital Management, Inc. | 72,229 | $20.8M | 4.21% | −30.0% | Reduced |
| Blackhill Capital Inc | 72,050 | $20.8M | 2.32% | 00.0% | Unchanged |
| Walleye Capital LLC | 71,979 | $20.8M | 0.42% | +71,979 | New |
| Deltec Asset Management LLC | 71,657 | $20.7M | 5.10% | −46,458−39.3% | Reduced |
| Peachtree Investment Partners, LLC | 71,654 | $20.7M | 12.91% | +1,828+2.6% | Added |
| V Wealth Advisors LLC | 71,648 | $20.7M | 3.87% | +1,217+1.7% | Added |
| AdvisorNet Financial, Inc | 71,499 | $20.6M | 1.89% | −100−0.1% | Reduced |
| Makena Capital Management LLC | 71,310 | $20.6M | 3.90% | +2,736+4.0% | Added |
| Perkins Coie Trust Co | 71,196 | $20.5M | 6.15% | +915+1.3% | Added |
| Van Strum & Towne Inc. | 70,842 | $20.4M | 8.73% | −140−0.2% | Reduced |
| River Wealth Advisors LLC | 70,833 | $20.4M | 3.72% | +632+0.9% | Added |
| Toth Financial Advisory Corp | 70,828 | $20.4M | 3.18% | +1,438+2.1% | Added |
| Ashburton (Jersey) Ltd | 70,760 | $20.4M | 9.63% | +397+0.6% | Added |
| Perennial Advisors, LLC | 70,603 | $20.4M | 5.82% | +3,392+5.0% | Added |
| Centre Asset Management, LLC | 70,570 | $20.3M | 4.92% | +2,227+3.3% | Added |
| Leuthold Group, LLC | 70,536 | $20.3M | 2.69% | +7,644+12.2% | Added |
| Wellington Shields & Co., LLC | 70,387 | $20.3M | 4.55% | +2,641+3.9% | Added |
| Symmetry Partners, LLC | 70,295 | $20.3M | 1.12% | −4,153−5.6% | Reduced |
| Atlas Capital Advisors LLC | 70,274 | $20.3M | 3.19% | +21,626+44.5% | Added |
| FACT Capital, LP | 70,255 | $20.3M | 10.94% | −625−0.9% | Reduced |
| Vista Equity Partners Management, LLC | 70,225 | $20.2M | 0.27% | +21,336+43.6% | Added |
| Exchange Traded Concepts, LLC | 70,212 | $20.2M | 0.55% | −56,812−44.7% | Reduced |
| Salomon & Ludwin, LLC | 70,203 | $20.2M | 2.41% | −660−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 70,013 | $20.2M | 3.72% | +4,006+6.1% | Added |
| JS Capital Management LLC | 70,000 | $20.2M | 3.65% | −60,000−46.2% | Reduced |
| Venturi Wealth Management, LLC | 69,973 | $20.2M | 1.66% | +42+0.1% | Added |
| Bellecapital International Ltd. | 69,722 | $20.1M | 5.00% | +1,154+1.7% | Added |
| AMG National Trust Bank | 69,623 | $20.1M | 0.69% | +659+1.0% | Added |
| Sepio Capital, LP | 69,590 | $20.1M | 1.85% | −4,825−6.5% | Reduced |
| Motco | 69,581 | $20.1M | 1.36% | −3,030−4.2% | Reduced |
| Rice Partnership, LLC | 69,563 | $20.1M | 6.02% | −492−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 69,473 | $20.0M | 5.47% | +1,347+2.0% | Added |
| Rothschild Investment Corp | 69,439 | $20.0M | 1.75% | −770−1.1% | Reduced |
| Tamar Securities, LLC | 69,422 | $20.0M | 5.75% | −4,981−6.7% | Reduced |
| Ibex Wealth Advisors | 69,224 | $20.0M | 5.18% | +6,236+9.9% | Added |
| Harbor Spring Capital, LLC | 69,200 | $20.0M | 8.03% | −32,800−32.2% | Reduced |
| Fundamentun, LLC | 69,194 | $19.9M | 3.36% | +2,573+3.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 69,179 | $19.9M | 5.53% | −3,788−5.2% | Reduced |
| Crake Asset Management LLP | 69,073 | $19.9M | 2.88% | +69,073 | New |
| Parcion Private Wealth LLC | 69,054 | $19.9M | 2.08% | +204+0.3% | Added |
| CX Institutional | 69,087 | $19.9M | 1.06% | +20,879+43.3% | Added |
| Horiko Capital Management LLC | 68,841 | $19.8M | 12.23% | +17,314+33.6% | Added |
| Weik Capital Management | 68,734 | $19.8M | 9.07% | −2,061−2.9% | Reduced |
| Ascent Group, LLC | 68,582 | $19.8M | 2.10% | +8,489+14.1% | Added |
| Qtron Investments LLC | 68,570 | $19.8M | 4.06% | +193+0.3% | Added |
| Farmers Trust Co | 68,440 | $19.7M | 4.35% | −543−0.8% | Reduced |
| South Street Advisors LLC | 68,147 | $19.6M | 4.03% | +221+0.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 68,063 | $19.6M | 0.13% | +41,391+155.2% | Added |
| Goldstream Capital Management Ltd | 68,026 | $19.6M | 20.72% | +58,996+653.3% | Added |
| Verde Servicos Internacionais S.A. | 67,898 | $19.6M | 6.21% | +8,897+15.1% | Added |
| Gratus Capital LLC | 67,781 | $19.5M | 1.50% | +3,810+6.0% | Added |
| Legacy Private Trust Co. | 67,734 | $19.5M | 1.67% | −405−0.6% | Reduced |
| First Interstate Bank | 67,478 | $19.5M | 1.49% | −631−0.9% | Reduced |
| Borer Denton & Associates, Inc. | 67,384 | $19.4M | 8.07% | +412+0.6% | Added |
| Stockman Wealth Management, Inc. | 67,354 | $19.4M | 4.34% | −3,319−4.7% | Reduced |
| Vision Capital Management, Inc. | 67,319 | $19.4M | 3.52% | −2,576−3.7% | Reduced |
| RPG Investment Advisory, LLC | 67,252 | $19.4M | 3.42% | −136−0.2% | Reduced |
| Chicago Trust Co NA | 67,144 | $19.4M | 4.86% | −8,707−11.5% | Reduced |
| Wright Investors Service Inc | 67,076 | $19.3M | 5.50% | −1,184−1.7% | Reduced |
| Chemung Canal Trust Co | 67,072 | $19.3M | 4.45% | −2,111−3.1% | Reduced |
| Howe & Rusling Inc | 67,022 | $19.3M | 2.30% | −28,695−30.0% | Reduced |
| RNC Capital Management LLC | 66,999 | $19.3M | 1.09% | −5,275−7.3% | Reduced |
| Foster & Motley Inc | 66,973 | $19.3M | 1.57% | −2,464−3.5% | Reduced |
| Princeton Capital Management LLC | 66,890 | $19.3M | 8.26% | −8,023−10.7% | Reduced |
| Azzad Asset Management Inc | 66,726 | $19.2M | 2.74% | +693+1.0% | Added |
| China Universal Asset Management Co., Ltd. | 66,592 | $19.2M | 6.50% | +11,542+21.0% | Added |
| BKD Wealth Advisors, LLC | 66,549 | $19.2M | 0.63% | +2,003+3.1% | Added |
| Zevin Asset Management LLC | 66,535 | $19.2M | 3.91% | +510+0.8% | Added |
| Zions Bancorporation, N.A. | 66,426 | $19.2M | 1.65% | +6,352+10.6% | Added |
| Arrow Financial Corp | 66,352 | $19.1M | 2.49% | −466−0.7% | Reduced |
| RAM Investment Partners, LLC | 66,350 | $19.1M | 10.30% | −794−1.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 66,106 | $19.1M | 5.11% | −1,684−2.5% | Reduced |
| Iyo Bank, Ltd. | 66,077 | $19.1M | 11.15% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 66,000 | $19.0M | 4.76% | 00.0% | Unchanged |
| Graypoint LLC | 65,971 | $19.0M | 2.06% | +6,364+10.7% | Added |
| Cheviot Value Management, LLC | 65,856 | $19.0M | 4.57% | +1,615+2.5% | Added |
| Sand Hill Global Advisors, LLC | 65,789 | $19.0M | 1.02% | −108−0.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 65,632 | $18.9M | 0.59% | −1,823−2.7% | Reduced |
| Arjuna Capital | 65,456 | $18.9M | 7.40% | −4,166−6.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 65,326 | $18.8M | 2.14% | +4,102+6.7% | Added |
| 11 Capital Partners LP | 65,306 | $18.8M | 11.78% | −23,840−26.7% | Reduced |
| Brasada Capital Management, LP | 65,147 | $18.8M | 4.18% | −1,970−2.9% | Reduced |
| O'Neil Global Advisors, Inc. | 65,145 | $18.8M | 9.69% | +65,145 | New |
| Court Place Advisors, LLC | 65,028 | $18.7M | 6.79% | −714−1.1% | Reduced |
| Regal Investment Advisors LLC | 65,013 | $18.7M | 1.66% | −1,971−2.9% | Reduced |
| Mather Group, LLC. | 64,969 | $18.7M | 0.33% | −576−0.9% | Reduced |
| BFSG, LLC | 64,841 | $18.7M | 3.45% | +10,901+20.2% | Added |