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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Altrafin AG | 64,827 | $18.7M | 9.19% | +3,906+6.4% | Added |
| Capital Planning LLC | 64,741 | $18.7M | 7.72% | −3,685−5.4% | Reduced |
| Bridgeway Capital Management, LLC | 64,693 | $18.7M | 0.50% | −4,538−6.6% | Reduced |
| Fairfield, Bush & Co. | 64,579 | $18.6M | 6.56% | +29,430+83.7% | Added |
| STF Management LP | 64,496 | $18.6M | 12.53% | +26,347+69.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 64,300 | $18.5M | 7.23% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 64,252 | $18.5M | 9.17% | −579−0.9% | Reduced |
| Harvey Capital Management Inc | 64,200 | $18.5M | 7.30% | −945−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 63,958 | $18.4M | 0.79% | −55−0.1% | Reduced |
| Curi Capital | 63,690 | $18.4M | 2.65% | −2,044−3.1% | Reduced |
| Canvas Wealth Advisors, LLC | 60,113 | $18.3M | 7.70% | −13,442−18.3% | Reduced |
| Hall Laurie J Trustee | 63,560 | $18.3M | 7.82% | −453−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 63,528 | $18.3M | 1.32% | +1,038+1.7% | Added |
| Buckhead Capital Management LLC | 63,472 | $18.3M | 4.31% | +638+1.0% | Added |
| Hayek Kallen Investment Management | 63,424 | $18.3M | 8.27% | −1,413−2.2% | Reduced |
| Laurel Wealth Advisors LLC | 63,360 | $18.3M | 3.89% | +1,173+1.9% | Added |
| Woodline Partners LP | 63,347 | $18.3M | 0.26% | −260,012−80.4% | Reduced |
| New Hampshire Trust | 63,338 | $18.3M | 4.90% | −960−1.5% | Reduced |
| Northstar Asset Management Inc | 63,245 | $18.2M | 5.61% | −292−0.5% | Reduced |
| Segment Wealth Management, LLC | 63,147 | $18.2M | 2.06% | +1,916+3.1% | Added |
| Princeton Global Asset Management LLC | 63,113 | $18.2M | 5.24% | +3,391+5.7% | Added |
| Huber Capital Management LLC | 63,046 | $18.2M | 4.50% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 63,011 | $18.2M | 2.92% | −5,480−8.0% | Reduced |
| Middleton & Co Inc | 62,948 | $18.1M | 2.61% | +333+0.5% | Added |
| Jefferies Financial Group Inc. | 62,880 | $18.1M | 0.38% | −33,010−34.4% | Reduced |
| International Assets Investment Management, LLC | 71,763 | $18.1M | 2.63% | −53,985−42.9% | Reduced |
| DT Investment Partners, LLC | 59,157 | $18.1M | 2.19% | +303+0.5% | Added |
| Davy Global Fund Management Ltd | 62,668 | $18.1M | 3.46% | −1,677−2.6% | Reduced |
| Mitchell Sinkler & Starr | 62,662 | $18.1M | 5.34% | +1,299+2.1% | Added |
| BRX Global LP | 62,634 | $18.1M | 21.48% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 62,445 | $18.0M | 9.97% | −221−0.4% | Reduced |
| Stone Point Wealth LLC | 62,421 | $18.0M | 8.00% | −114−0.2% | Reduced |
| Miramar Capital, LLC | 62,305 | $18.0M | 4.62% | −559−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 62,897 | $18.0M | 0.90% | −28,876−31.5% | Reduced |
| Hodges Capital Management Inc. | 72,008 | $17.9M | 1.47% | +13,109+22.3% | Added |
| Marietta Investment Partners LLC | 62,146 | $17.9M | 4.99% | +814+1.3% | Added |
| Alpha Omega Wealth Management LLC | 61,956 | $17.9M | 3.09% | −2,307−3.6% | Reduced |
| WoodTrust Financial Corp | 61,942 | $17.9M | 3.47% | +1,991+3.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 61,851 | $17.8M | 12.41% | −300−0.5% | Reduced |
| Smithbridge Asset Management Inc | 61,788 | $17.8M | 4.47% | −545−0.9% | Reduced |
| Allied Investment Advisors, LLC | 61,776 | $17.8M | 5.52% | +712+1.2% | Added |
| RKL Wealth Management LLC | 61,755 | $17.8M | 2.25% | −86−0.1% | Reduced |
| Columbus Hill Capital Management, L.P. | 61,752 | $17.8M | 6.85% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 61,671 | $17.8M | 2.42% | +5,992+10.8% | Added |
| Zuckerman Investment Group, LLC | 61,514 | $17.7M | 2.69% | +779+1.3% | Added |
| Waycross Partners, LLC | 61,505 | $17.7M | 5.15% | +8,553+16.2% | Added |
| Stokes Family Office, LLC | 61,114 | $17.6M | 2.20% | +1,952+3.3% | Added |
| Corvex Management LP | 61,107 | $17.6M | 1.06% | −299,700−83.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 61,101 | $17.6M | 1.14% | −6,084−9.1% | Reduced |
| Csenge Advisory Group | 61,087 | $17.6M | 1.27% | +2,340+4.0% | Added |
| Alley Investment Management Company, LLC | 60,860 | $17.5M | 2.93% | +2,325+4.0% | Added |
| Arcadia Investment Management Corp | 60,696 | $17.5M | 3.81% | −1,000−1.6% | Reduced |
| SYSTM Wealth Solutions LLC | 60,602 | $17.5M | 2.69% | −7,553−11.1% | Reduced |
| TrinityPoint Wealth, LLC | 60,582 | $17.5M | 3.74% | +1,671+2.8% | Added |
| Motley Fool Wealth Management, LLC | 60,384 | $17.4M | 1.09% | +225+0.4% | Added |
| SevenBridge Financial Group, LLC | 60,370 | $17.4M | 4.80% | −92−0.2% | Reduced |
| Main Street Research LLC | 60,308 | $17.4M | 3.43% | +44,612+284.2% | Added |
| Nicollet Investment Management, Inc. | 60,297 | $17.4M | 9.04% | −1,696−2.7% | Reduced |
| Mark Stevens | 60,280 | $17.4M | 2.23% | −2,292−3.7% | Reduced |
| Valley National Advisers Inc | 61,625 | $17.4M | 3.05% | +59+0.1% | Added |
| Headinvest, LLC | 60,112 | $17.3M | 3.80% | −1,786−2.9% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $17.3M | 6.90% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 60,000 | $17.3M | 2.28% | −25,000−29.4% | Reduced |
| Annex Advisory Services, LLC | 59,961 | $17.3M | 0.93% | −4,858−7.5% | Reduced |
| Renaissance Investment Group LLC | 59,955 | $17.3M | 4.85% | −1,810−2.9% | Reduced |
| Johnson Financial Group, Inc. | 59,937 | $17.3M | 1.23% | +8,472+16.5% | Added |
| Light Street Capital Management, LLC | 59,863 | $17.3M | 4.21% | −7,717−11.4% | Reduced |
| Fragasso Group Inc. | 59,817 | $17.2M | 1.96% | +736+1.2% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 59,791 | $17.2M | 6.09% | +59,791 | New |
| Comerica Securities,inc. | 59,782 | $17.2M | 1.25% | −930−1.5% | Reduced |
| Balboa Wealth Partners | 59,569 | $17.2M | 6.49% | −3,851−6.1% | Reduced |
| Clear Harbor Asset Management, LLC | 59,193 | $17.1M | 1.77% | +15,992+37.0% | Added |
| Parker Investment Management, LLC | 59,184 | $17.1M | 3.92% | −2,136−3.5% | Reduced |
| Knuff & Co LLC | 59,112 | $17.0M | 6.75% | −426−0.7% | Reduced |
| Bogart Wealth, LLC | 59,065 | $17.0M | 1.14% | +3,473+6.2% | Added |
| Focus Financial Network, Inc. | 59,028 | $17.0M | 1.06% | −1,021−1.7% | Reduced |
| Scholtz & Company, LLC | 58,731 | $16.9M | 12.09% | −8,107−12.1% | Reduced |
| Diligent Investors, LLC | 58,624 | $16.9M | 5.22% | −81−0.1% | Reduced |
| Broadleaf Partners, LLC | 58,562 | $16.9M | 6.02% | +894+1.6% | Added |
| Glen Eagle Advisors, LLC | 58,515 | $16.9M | 4.23% | +688+1.2% | Added |
| Koshinski Asset Management, Inc. | 58,441 | $16.8M | 1.65% | +875+1.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 58,272 | $16.8M | 1.47% | +6,724+13.0% | Added |
| DCM Advisors, LLC | 58,195 | $16.8M | 7.81% | −724−1.2% | Reduced |
| Elk River Wealth Management, LLC | 57,960 | $16.7M | 3.79% | +2,753+5.0% | Added |
| Cornerstone Wealth Group, LLC | 57,890 | $16.7M | 2.97% | −5,074−8.1% | Reduced |
| Meridian Wealth Advisors, LLC | 57,697 | $16.6M | 4.16% | +510+0.9% | Added |
| Crescent Park Management, L.P. | 57,666 | $16.6M | 5.43% | −40,245−41.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 57,576 | $16.6M | 4.04% | +2,899+5.3% | Added |
| City Holding Co | 57,549 | $16.6M | 2.98% | −611−1.1% | Reduced |
| Osher Van de Voorde Investment Management | 57,510 | $16.6M | 4.60% | −503−0.9% | Reduced |
| Pavion Blue Capital, LLC | 57,495 | $16.6M | 10.21% | −440−0.8% | Reduced |
| Providence Capital Advisors, LLC | 57,477 | $16.6M | 4.38% | +2,036+3.7% | Added |
| Two Point Capital Management, Inc. | 57,414 | $16.6M | 9.74% | −58−0.1% | Reduced |
| Adalta Capital Management LLC | 57,413 | $16.6M | 11.58% | −491−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 57,356 | $16.5M | 1.56% | +2,871+5.3% | Added |
| Laidlaw Wealth Management LLC | 57,356 | $16.5M | 3.38% | −684−1.2% | Reduced |
| Sigma Investment Counselors Inc | 57,303 | $16.5M | 1.28% | −1,677−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 57,290 | $16.5M | 0.59% | +8,431+17.3% | Added |
| Ronald Blue Trust, Inc. | 68,783 | $16.5M | 0.27% | −6,010−8.0% | Reduced |
| Investment Advisory Services Inc | 57,214 | $16.5M | 8.12% | −544−0.9% | Reduced |