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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 57,183 | $16.5M | 4.75% | +49,183+614.8% | Added |
| Cornerstone Wealth Management, LLC | 57,057 | $16.4M | 1.62% | +57,057 | New |
| Campbell Capital Management Inc | 56,790 | $16.4M | 12.59% | +3,000+5.6% | Added |
| Bank Hapoalim BM | 56,786 | $16.4M | 2.26% | −12,449−18.0% | Reduced |
| Mirova | 56,689 | $16.3M | 2.36% | +1,378+2.5% | Added |
| West Coast Financial LLC | 56,552 | $16.3M | 2.49% | −128−0.2% | Reduced |
| DFPG Investments, LLC | 56,291 | $16.2M | 1.74% | +12,182+27.6% | Added |
| Camden National Bank | 56,218 | $16.2M | 3.29% | −3,067−5.2% | Reduced |
| Mattern Wealth Management LLC | 56,196 | $16.2M | 5.36% | +1,499+2.7% | Added |
| Avidian Wealth Solutions, LLC | 56,004 | $16.1M | 0.89% | +872+1.6% | Added |
| Lincoln Capital Corp | 56,001 | $16.1M | 9.36% | +40.0% | Added |
| EULAV Asset Management | 56,000 | $16.1M | 0.64% | −5,000−8.2% | Reduced |
| Baker Ellis Asset Management LLC | 55,988 | $16.1M | 2.89% | −1,040−1.8% | Reduced |
| Hendershot Investments Inc. | 55,975 | $16.1M | 2.71% | +994+1.8% | Added |
| DoubleLine ETF Adviser LP | 55,870 | $16.1M | 6.86% | +8,998+19.2% | Added |
| Plimoth Trust Co LLC | 55,854 | $16.1M | 5.00% | −169−0.3% | Reduced |
| Haverford Financial Services, Inc. | 55,776 | $16.1M | 5.02% | −7,074−11.3% | Reduced |
| Greystone Financial Group, LLC | 55,712 | $16.1M | 4.05% | +8,278+17.5% | Added |
| Governors Lane LP | 55,700 | $16.1M | 2.37% | −108,700−66.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 55,471 | $16.0M | 3.76% | +1,964+3.7% | Added |
| Schwerin Boyle Capital Management Inc | 55,410 | $16.0M | 1.64% | −3,800−6.4% | Reduced |
| Kovack Advisors, Inc. | 55,336 | $16.0M | 2.17% | +1,664+3.1% | Added |
| Stonebridge Capital Management Inc | 55,307 | $15.9M | 7.66% | −5,575−9.2% | Reduced |
| Valmark Advisers, Inc. | 55,276 | $15.9M | 0.34% | +2,525+4.8% | Added |
| Capstone Investment Advisors, LLC | 55,149 | $15.9M | 0.49% | −7,224−11.6% | Reduced |
| Trybe Capital Management LP | 55,144 | $15.9M | 14.23% | 00.0% | Unchanged |
| Colonial Trust Co | 55,102 | $15.9M | 4.04% | +1,030+1.9% | Added |
| Wealthsource Partners, LLC | 55,079 | $15.9M | 1.07% | −2,652−4.6% | Reduced |
| St. Clair Advisors, LLC | 55,057 | $15.9M | 6.92% | +22,500+69.1% | Added |
| Hitchwood Capital Management LP | 55,000 | $15.9M | 8.63% | −90,000−62.1% | Reduced |
| RBF Capital, LLC | 55,000 | $15.9M | 1.15% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 54,991 | $15.9M | 5.59% | +1,715+3.2% | Added |
| Strategy Asset Managers LLC | 54,974 | $15.8M | 3.86% | +1,125+2.1% | Added |
| Independent Investors Inc | 54,806 | $15.8M | 3.92% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 54,794 | $15.8M | 4.85% | −966−1.7% | Reduced |
| Benin Management CORP | 54,792 | $15.8M | 6.00% | −281−0.5% | Reduced |
| Schechter Investment Advisors, LLC | 54,769 | $15.8M | 1.46% | +1,318+2.5% | Added |
| Holderness Investments Co | 54,637 | $15.8M | 6.30% | +430+0.8% | Added |
| Sphera Funds Management Ltd. | 54,623 | $15.7M | 3.41% | +54,623 | New |
| Rosenblum Silverman Sutton S F Inc | 54,562 | $15.7M | 5.73% | −9,291−14.6% | Reduced |
| Arkadios Wealth Advisors | 54,558 | $15.7M | 1.87% | +270.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 54,298 | $15.7M | 9.09% | −286−0.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,152 | $15.6M | 5.39% | −94−0.2% | Reduced |
| Ally Financial Inc. | 54,000 | $15.6M | 2.30% | 00.0% | Unchanged |
| New England Asset Management Inc | 53,966 | $15.6M | 2.32% | −1,355−2.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 53,926 | $15.5M | 3.09% | −28,105−34.3% | Reduced |
| Wayfinding Financial, LLC | 53,767 | $15.5M | 11.79% | −1,007−1.8% | Reduced |
| Good Life Advisors, LLC | 53,710 | $15.5M | 1.98% | −1,531−2.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 53,702 | $15.5M | 2.37% | +2,851+5.6% | Added |
| Cozad Asset Management Inc | 53,696 | $15.5M | 2.05% | −536−1.0% | Reduced |
| Consolidated Planning Corp | 53,656 | $15.5M | 4.01% | −4,706−8.1% | Reduced |
| Lake Street Financial LLC | 53,553 | $15.4M | 2.88% | −624−1.2% | Reduced |
| NorthRock Partners, LLC | 53,498 | $15.4M | 1.64% | −3,859−6.7% | Reduced |
| Harbour Investments, Inc. | 53,404 | $15.4M | 0.84% | −243−0.5% | Reduced |
| TRUE Private Wealth Advisors | 53,373 | $15.4M | 2.28% | −631−1.2% | Reduced |
| American Money Management, LLC | 53,371 | $15.4M | 4.09% | −155−0.3% | Reduced |
| Baker Chad R | 53,290 | $15.4M | 3.90% | +665+1.3% | Added |
| Atlantic Trust, LLC | 53,255 | $15.4M | 4.90% | −4,820−8.3% | Reduced |
| Hamilton Wealth, LLC | 53,214 | $15.3M | 5.41% | +1,638+3.2% | Added |
| Rench Wealth Management, Inc. | 53,151 | $15.3M | 7.34% | −1,749−3.2% | Reduced |
| Verition Fund Management LLC | 53,091 | $15.3M | 0.24% | −23,005−30.2% | Reduced |
| Zhang Financial LLC | 53,042 | $15.3M | 1.75% | −1,631−3.0% | Reduced |
| Bourgeon Capital Management LLC | 53,005 | $15.3M | 3.64% | +315+0.6% | Added |
| Cadinha & Co LLC | 52,976 | $15.3M | 4.21% | −39,267−42.6% | Reduced |
| Gifford Fong Associates | 52,925 | $15.3M | 4.02% | −35,243−40.0% | Reduced |
| Angeles Wealth Management, LLC | 52,910 | $15.3M | 2.27% | −1,434−2.6% | Reduced |
| Brown Shipley& Co Ltd | 52,880 | $15.2M | 9.83% | +52,880 | New |
| R.H. Dinel Investment Counsel, Inc. | 52,875 | $15.2M | 11.47% | +3,825+7.8% | Added |
| Capital City Trust Co | 52,811 | $15.2M | 4.85% | +1,518+3.0% | Added |
| Farmers National Bank | 52,733 | $15.2M | 5.39% | −707−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 52,708 | $15.2M | 2.83% | +2,726+5.5% | Added |
| Cubic Asset Management, LLC | 52,703 | $15.2M | 4.25% | −195−0.4% | Reduced |
| Glassman Wealth Services | 52,692 | $15.2M | 2.64% | −1,385−2.6% | Reduced |
| Whalerock Point Partners, LLC | 52,676 | $15.2M | 5.64% | +390+0.7% | Added |
| Cardinal Capital Management | 52,668 | $15.2M | 3.15% | −1,023−1.9% | Reduced |
| Farley Capital L.P. | 52,657 | $15.2M | 17.50% | +1,702+3.3% | Added |
| Heirloom Wealth Management | 52,550 | $15.2M | 7.23% | +8,610+19.6% | Added |
| Hendley & Co Inc | 52,540 | $15.1M | 6.79% | −4,230−7.5% | Reduced |
| Valicenti Advisory Services Inc | 52,478 | $15.1M | 5.04% | +3,438+7.0% | Added |
| Greenwich Wealth Management LLC | 52,319 | $15.1M | 1.65% | −73−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 52,308 | $15.1M | 1.24% | +1,828+3.6% | Added |
| HCR Wealth Advisors | 52,195 | $15.0M | 2.98% | −511−1.0% | Reduced |
| Grand Jean Capital Management Inc | 52,181 | $15.0M | 5.79% | +999+2.0% | Added |
| Centaurus Financial, Inc. | 52,078 | $15.0M | 1.20% | +1,904+3.8% | Added |
| Berkshire Bank | 52,043 | $15.0M | 4.46% | −1,761−3.3% | Reduced |
| Hartford Financial Management Inc. | 51,851 | $14.9M | 3.87% | −405−0.8% | Reduced |
| Summit Trail Advisors, LLC | 51,784 | $14.9M | 0.60% | +4,844+10.3% | Added |
| Capital Investment Counsel, Inc | 51,757 | $14.9M | 3.40% | −1,200−2.3% | Reduced |
| Phraction Management LLC | 51,648 | $14.9M | 8.54% | +4,997+10.7% | Added |
| Stratos Wealth Advisors, LLC | 51,491 | $14.8M | 1.14% | −3,610−6.6% | Reduced |
| Asset Planning Services Inc | 51,270 | $14.8M | 9.36% | −3,550−6.5% | Reduced |
| Boyar Asset Management Inc. | 51,067 | $14.7M | 11.36% | +173+0.3% | Added |
| L & S Advisors Inc | 51,009 | $14.7M | 2.06% | −6,308−11.0% | Reduced |
| Condor Capital Management | 50,931 | $14.7M | 1.84% | −3,995−7.3% | Reduced |
| M Holdings Securities, Inc. | 50,958 | $14.7M | 1.52% | −4,706−8.5% | Reduced |
| Proequities, Inc. | 50,909 | $14.7M | 1.14% | −1,653−3.1% | Reduced |
| McCollum Christoferson Group LLC | 50,871 | $14.7M | 4.52% | −1,093−2.1% | Reduced |
| Allred Capital Management, LLC | 50,862 | $14.7M | 7.77% | −968−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 50,800 | $14.6M | 5.96% | +480+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 50,758 | $14.6M | 3.03% | −3,913−7.2% | Reduced |