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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 50,673 | $14.6M | 3.50% | +1,142+2.3% | Added |
| McGuire Investment Group, LLC | 50,668 | $14.6M | 2.90% | +170.0% | Added |
| LGT Fund Management Co Ltd. | 50,340 | $14.5M | 6.18% | +10,390+26.0% | Added |
| RDST Capital LLC | 50,305 | $14.5M | 7.93% | −250.0% | Reduced |
| Institute for Wealth Management, LLC. | 50,180 | $14.5M | 2.81% | −330−0.7% | Reduced |
| Broderick Brian C | 50,180 | $14.5M | 4.06% | +314+0.6% | Added |
| K.J. Harrison & Partners Inc | 50,051 | $14.4M | 2.92% | −2,995−5.6% | Reduced |
| OTA Financial Group L.P. | 50,000 | $14.4M | 12.69% | +50,000 | New |
| Executive Wealth Management, LLC | 49,845 | $14.4M | 1.59% | +4,918+10.9% | Added |
| Sirios Capital Management L P | 49,811 | $14.4M | 2.53% | +10,365+26.3% | Added |
| NatWest Group plc | 49,801 | $14.4M | 7.76% | −4,519−8.3% | Reduced |
| Proficio Capital Partners LLC | 49,767 | $14.3M | 2.28% | +1,912+4.0% | Added |
| Essex Investment Management Co LLC | 49,737 | $14.3M | 2.08% | −4,365−8.1% | Reduced |
| Boston Research & Management Inc | 49,730 | $14.3M | 4.28% | −501−1.0% | Reduced |
| GFS Advisors, LLC | 49,703 | $14.3M | 3.30% | +353+0.7% | Added |
| Confluence Wealth Services, Inc. | 49,529 | $14.3M | 3.33% | +2,904+6.2% | Added |
| Delta Financial Group, Inc. | 49,360 | $14.2M | 5.59% | +125+0.3% | Added |
| Harbor Island Capital LLC | 49,339 | $14.2M | 7.81% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 49,316 | $14.2M | 7.34% | −30−0.1% | Reduced |
| Continuum Advisory, LLC | 49,205 | $14.2M | 2.41% | +403+0.8% | Added |
| NTV Asset Management LLC | 49,116 | $14.2M | 2.63% | −171−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 49,094 | $14.2M | 2.35% | +74+0.2% | Added |
| Rehmann Capital Advisory Group | 49,053 | $14.1M | 1.33% | +608+1.3% | Added |
| Wells Trecaso Financial Group, LLC | 49,010 | $14.1M | 6.54% | +413+0.8% | Added |
| Northwest Bancshares, Inc. | 48,974 | $14.1M | 2.72% | −198−0.4% | Reduced |
| Roberts Glore & Co Inc | 48,930 | $14.1M | 4.71% | −124−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 48,908 | $14.1M | 6.81% | −2,042−4.0% | Reduced |
| Scott & Selber, Inc. | 48,821 | $14.1M | 5.99% | +63+0.1% | Added |
| Archford Capital Strategies, LLC | 49,463 | $14.1M | 2.93% | +2,762+5.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 48,766 | $14.1M | 10.37% | +110.0% | Added |
| First National Bank & Trust Co of Newtown | 48,767 | $14.1M | 3.11% | −810−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 48,724 | $14.0M | 0.57% | −1,474−2.9% | Reduced |
| Paragon Capital Management LLC | 48,627 | $14.0M | 8.50% | −1,827−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 45,129 | $14.0M | 5.96% | +25,993+135.8% | Added |
| Benedict Financial Advisors Inc | 48,597 | $14.0M | 3.95% | −1,074−2.2% | Reduced |
| Consolidated Capital Management, LLC | 48,585 | $14.0M | 7.55% | +888+1.9% | Added |
| Forum Financial Management, LP | 48,567 | $14.0M | 0.40% | −104−0.2% | Reduced |
| Oakworth Capital, Inc. | 48,524 | $14.0M | 1.25% | +298+0.6% | Added |
| Advisory Research Inc | 48,506 | $14.0M | 2.30% | −6,708−12.1% | Reduced |
| Thames Capital Management LLC | 48,396 | $14.0M | 9.82% | −44,174−47.7% | Reduced |
| Wedmont Private Capital | 48,211 | $14.0M | 1.84% | +8,937+22.8% | Added |
| McDonald Partners LLC | 48,383 | $13.9M | 4.52% | −282−0.6% | Reduced |
| Lindbrook Capital, LLC | 48,308 | $13.9M | 1.63% | +779+1.6% | Added |
| Biondo Investment Advisors, LLC | 48,225 | $13.9M | 2.81% | +985+2.1% | Added |
| Bessemer Securities LLC | 48,212 | $13.9M | 6.50% | −7,600−13.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 48,153 | $13.9M | 0.59% | +5,300+12.4% | Added |
| Timber Creek Capital Management LLC | 48,091 | $13.9M | 4.95% | −87−0.2% | Reduced |
| Capital Planning Advisors, LLC | 48,056 | $13.9M | 2.94% | −1,555−3.1% | Reduced |
| Marietta Wealth Management, LLC | 47,992 | $13.8M | 2.94% | −59−0.1% | Reduced |
| GPM Growth Investors, Inc. | 47,938 | $13.8M | 8.00% | −46−0.1% | Reduced |
| Sentry Investment Management LLC | 47,779 | $13.8M | 5.67% | −3,996−7.7% | Reduced |
| Live Oak Private Wealth LLC | 47,540 | $13.7M | 2.83% | +166+0.4% | Added |
| Crewe Advisors LLC | 47,530 | $13.7M | 2.00% | −233−0.5% | Reduced |
| Circle Wealth Management, LLC | 47,462 | $13.7M | 1.98% | −98−0.2% | Reduced |
| American Trust | 47,367 | $13.7M | 0.95% | +487+1.0% | Added |
| Old Point Trust & Financial Services N A | 47,316 | $13.6M | 5.97% | −180−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 47,423 | $13.6M | 1.65% | +1,676+3.7% | Added |
| Montecito Bank & Trust | 47,162 | $13.6M | 3.24% | −1,420−2.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 47,127 | $13.6M | 2.05% | −225−0.5% | Reduced |
| JCIC Asset Management Inc. | 46,911 | $13.6M | 6.31% | +900+2.0% | Added |
| Iowa State Bank | 47,000 | $13.6M | 3.40% | −4,167−8.1% | Reduced |
| Security National Bank | 46,743 | $13.5M | 3.60% | −2,270−4.6% | Reduced |
| Bulltick Wealth Management, LLC | 46,698 | $13.5M | 3.54% | −963−2.0% | Reduced |
| Thornburg Investment Management Inc | 46,653 | $13.4M | 0.22% | −640−1.4% | Reduced |
| Stansberry Asset Management, LLC | 46,646 | $13.4M | 2.61% | −13,995−23.1% | Reduced |
| Isthmus Partners, LLC | 46,617 | $13.4M | 1.89% | +1,971+4.4% | Added |
| Lawson Kroeker Investment Management Inc | 46,611 | $13.4M | 3.02% | +5,377+13.0% | Added |
| Morse Asset Management, Inc | 46,549 | $13.4M | 4.53% | −2,868−5.8% | Reduced |
| Jacobi Capital Management LLC | 46,522 | $13.4M | 1.59% | +2,173+4.9% | Added |
| Aspiriant, LLC | 46,442 | $13.4M | 0.70% | −708−1.5% | Reduced |
| Codex Capital, L.L.C. | 46,400 | $13.4M | 9.22% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 46,371 | $13.4M | 1.38% | −8,680−15.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,328 | $13.4M | 4.25% | −135−0.3% | Reduced |
| Central Bank & Trust Co | 46,306 | $13.3M | 2.38% | +76+0.2% | Added |
| Patten Group, Inc. | 46,267 | $13.3M | 4.00% | +70.0% | Added |
| Winch Advisory Services, LLC | 46,210 | $13.3M | 5.17% | −97−0.2% | Reduced |
| Jackson Hill Advisors, LLC | 46,000 | $13.3M | 10.68% | +7,000+17.9% | Added |
| Rothschild Capital Partners, LLC | 45,873 | $13.2M | 5.42% | +24+0.1% | Added |
| Royal Fund Management, LLC | 45,853 | $13.2M | 1.99% | −424−0.9% | Reduced |
| Baugh & Associates, LLC | 44,887 | $13.2M | 8.44% | −1,066−2.3% | Reduced |
| 9258 Wealth Management, LLC | 45,793 | $13.2M | 2.67% | +373+0.8% | Added |
| Wealth Alliance | 45,757 | $13.2M | 2.14% | +790+1.8% | Added |
| Krilogy Financial LLC | 45,724 | $13.2M | 1.11% | +510+1.1% | Added |
| Claro Advisors LLC | 45,548 | $13.1M | 3.86% | +4,415+10.7% | Added |
| Nordwand Advisors, LLC | 45,501 | $13.1M | 2.14% | +7,304+19.1% | Added |
| CFM Wealth Partners LLC | 45,479 | $13.1M | 3.63% | +44+0.1% | Added |
| Family Management Corp | 45,469 | $13.1M | 3.02% | −3,162−6.5% | Reduced |
| Capital Asset Advisory Services LLC | 45,455 | $13.1M | 0.98% | +3,710+8.9% | Added |
| Rowland & Co Investment Counsel | 45,446 | $13.1M | 3.18% | −528−1.1% | Reduced |
| Canal Capital Management, LLC | 45,429 | $13.1M | 2.89% | +6,784+17.6% | Added |
| Stoneridge Investment Partners LLC | 45,344 | $13.1M | 6.93% | −6,565−12.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 45,261 | $13.0M | 1.32% | −3,666−7.5% | Reduced |
| Cypress Asset Management Inc | 45,202 | $13.0M | 4.51% | −404−0.9% | Reduced |
| Texas Yale Capital Corp. | 45,170 | $13.0M | 0.66% | −2,247−4.7% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $13.0M | 10.66% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 45,054 | $13.0M | 3.79% | −2,521−5.3% | Reduced |
| Alight Capital Management LP | 45,000 | $13.0M | 7.96% | +15,500+52.5% | Added |
| Brady Family Wealth, LLC | 44,991 | $13.0M | 5.12% | −533−1.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 44,983 | $13.0M | 2.92% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 44,880 | $12.9M | 5.45% | −3,475−7.2% | Reduced |