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 |
|---|---|---|---|---|---|
| Eudaimonia Partners, LLC | 44,873 | $12.9M | 3.14% | +270+0.6% | Added |
| Ervin Investment Management, LLC | 45,515 | $12.9M | 11.28% | −1,230−2.6% | Reduced |
| Wills Financial Group, Inc. | 44,841 | $12.9M | 6.96% | −6,283−12.3% | Reduced |
| West Branch Capital LLC | 44,808 | $12.9M | 7.20% | +390+0.9% | Added |
| V-Square Quantitative Management LLC | 44,596 | $12.9M | 11.85% | +44,596 | New |
| Somerset Trust Co | 44,584 | $12.9M | 5.57% | −1,107−2.4% | Reduced |
| Investment Management of Virginia LLC | 44,545 | $12.8M | 2.44% | −240−0.5% | Reduced |
| Hedeker Wealth, LLC | 44,440 | $12.8M | 4.55% | −3,268−6.9% | Reduced |
| Hall Capital Management Co Inc | 44,418 | $12.8M | 7.60% | −130−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 44,408 | $12.8M | 1.68% | +1,382+3.2% | Added |
| Sandler Capital Management | 44,379 | $12.8M | 2.10% | +44,379 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44,363 | $12.8M | 0.88% | +2,963+7.2% | Added |
| Cooper Creek Partners Management LLC | 44,303 | $12.8M | 0.90% | −5,123−10.4% | Reduced |
| Legacy Trust | 44,165 | $12.7M | 3.79% | +213+0.5% | Added |
| Keel Point, LLC | 44,095 | $12.7M | 1.84% | +1,038+2.4% | Added |
| Duff & Phelps Investment Management Co | 44,064 | $12.7M | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44,028 | $12.7M | 3.02% | −4,954−10.1% | Reduced |
| Hollencrest Capital Management | 44,026 | $12.7M | 1.35% | +25,011+131.5% | Added |
| Bluegrass Capital Partners LP | 44,000 | $12.7M | 14.08% | 00.0% | Unchanged |
| Romano Brothers and Company | 44,107 | $12.7M | 1.96% | +854+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 43,808 | $12.6M | 2.10% | +620+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 43,800 | $12.6M | 3.71% | −672−1.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 43,783 | $12.6M | 0.99% | +730+1.7% | Added |
| Legacy Wealth Management, LLC | 43,738 | $12.6M | 6.96% | −50−0.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 44,376 | $12.6M | 0.96% | −1,198−2.6% | Reduced |
| Pinpoint Asset Management Ltd | 43,600 | $12.6M | 3.40% | +43,600 | New |
| Asset Dedication, LLC | 43,639 | $12.6M | 1.16% | +1,675+4.0% | Added |
| Summit Financial, LLC | 43,545 | $12.6M | 1.10% | +1,223+2.9% | Added |
| Unio Capital LLC | 43,468 | $12.5M | 6.71% | −333−0.8% | Reduced |
| Rodgers Brothers Inc. | 43,433 | $12.5M | 2.40% | −1,760−3.9% | Reduced |
| Kozak & Associates, Inc. | 43,399 | $12.5M | 5.62% | +184+0.4% | Added |
| Capital Investment Advisory Services, LLC | 43,346 | $12.5M | 1.48% | −3,715−7.9% | Reduced |
| Insigneo Advisory Services, LLC | 43,293 | $12.5M | 3.97% | +529+1.2% | Added |
| Argyle Capital Management Inc. | 43,255 | $12.5M | 4.38% | −1,325−3.0% | Reduced |
| Sage Mountain Advisors LLC | 43,255 | $12.5M | 2.01% | +29,375+211.6% | Added |
| Shikiar Asset Management Inc | 43,251 | $12.5M | 4.43% | +43,251 | New |
| Madrona Financial Services, LLC | 43,218 | $12.5M | 6.68% | +3,063+7.6% | Added |
| SS&H Financial Advisors, Inc. | 43,201 | $12.5M | 5.71% | +1,067+2.5% | Added |
| Decatur Capital Management, Inc. | 43,201 | $12.5M | 9.38% | −9,219−17.6% | Reduced |
| Torray LLC | 43,168 | $12.4M | 2.23% | +2,594+6.4% | Added |
| Harrell Investment Partners, LLC | 43,536 | $12.4M | 4.43% | +2,360+5.7% | Added |
| Beverly Hills Private Wealth, LLC | 43,078 | $12.4M | 3.85% | +10,006+30.3% | Added |
| Graphene Investments SAS | 42,900 | $12.4M | 8.27% | −7,100−14.2% | Reduced |
| J. W. Coons Advisors, LLC | 42,880 | $12.4M | 3.55% | −355−0.8% | Reduced |
| Univest Financial Corp | 42,858 | $12.4M | 3.86% | +1,412+3.4% | Added |
| Nkcfo LLC | 42,850 | $12.4M | 5.96% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 42,845 | $12.4M | 6.48% | +619+1.5% | Added |
| Physicians Financial Services, Inc. | 42,800 | $12.3M | 5.22% | +50+0.1% | Added |
| SOA Wealth Advisors, LLC. | 42,795 | $12.3M | 3.04% | +67+0.2% | Added |
| Lincoln Capital LLC | 42,633 | $12.3M | 3.38% | −88−0.2% | Reduced |
| Inlet Private Wealth, LLC | 42,617 | $12.3M | 3.20% | −600−1.4% | Reduced |
| Quantum Private Wealth, LLC | 42,493 | $12.3M | 6.63% | −370−0.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 42,468 | $12.2M | 0.93% | +4,028+10.5% | Added |
| WCG Wealth Advisors LLC | 42,365 | $12.2M | 1.57% | −424−1.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 42,361 | $12.2M | 3.22% | +8,240+24.1% | Added |
| Wall Street Access Asset Management, LLC | 42,250 | $12.2M | 8.05% | −2,640−5.9% | Reduced |
| SageView Advisory Group, LLC | 42,239 | $12.2M | 0.78% | +16,355+63.2% | Added |
| Portland Global Advisors LLC | 42,186 | $12.2M | 2.08% | −207−0.5% | Reduced |
| Horan Capital Advisors, LLC. | 42,110 | $12.1M | 5.00% | +996+2.4% | Added |
| North Fourth Asset Management, LP | 42,100 | $12.1M | 6.05% | +42,100 | New |
| Buckingham Strategic Partners | 42,096 | $12.1M | 0.78% | −2,703−6.0% | Reduced |
| CRA Financial Services, LLC | 41,974 | $12.1M | 3.59% | +22+0.1% | Added |
| Lakeview Capital Partners, LLC | 38,979 | $12.1M | 3.75% | −1,927−4.7% | Reduced |
| Morton Capital Management LLC | 41,893 | $12.1M | 4.27% | −498−1.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 41,880 | $12.1M | 1.40% | −539−1.3% | Reduced |
| Seizert Capital Partners, LLC | 41,862 | $12.1M | 0.66% | −4,458−9.6% | Reduced |
| Sage Capital Advisors,llc | 41,857 | $12.1M | 4.60% | −277−0.7% | Reduced |
| New Millennium Group LLC | 41,663 | $12.0M | 12.07% | −407−1.0% | Reduced |
| Hanson & Doremus Investment Management | 41,630 | $12.0M | 2.67% | −6,267−13.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 42,183 | $12.0M | 0.27% | −130,010−75.5% | Reduced |
| Bonness Enterprises Inc | 41,500 | $12.0M | 5.33% | −4,700−10.2% | Reduced |
| Armstrong Shaw Associates Inc | 41,340 | $11.9M | 11.70% | −1,102−2.6% | Reduced |
| CIC Wealth, LLC | 41,329 | $11.9M | 4.49% | +666+1.6% | Added |
| Barometer Capital Management Inc. | 41,226 | $11.9M | 3.05% | +41,006+18,639.1% | Added |
| Sunbelt Securities, Inc. | 41,766 | $11.9M | 1.91% | +13,935+50.1% | Added |
| BerganKDV Wealth Management, LLC | 41,147 | $11.9M | 1.22% | +1,557+3.9% | Added |
| Herold Advisors, Inc. | 41,121 | $11.9M | 4.10% | +217+0.5% | Added |
| RMR Wealth Builders | 41,052 | $11.8M | 2.25% | +6,523+18.9% | Added |
| Coastal Investment Advisors, Inc. | 41,037 | $11.8M | 2.88% | −2,399−5.5% | Reduced |
| Silverlake Wealth Management LLC | 40,988 | $11.8M | 7.17% | −764−1.8% | Reduced |
| RFG Advisory, LLC | 40,828 | $11.8M | 0.58% | +996+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 40,804 | $11.8M | 0.72% | −3,087−7.0% | Reduced |
| Grandview Asset Management LLC | 40,755 | $11.8M | 6.90% | −2,512−5.8% | Reduced |
| SeaBridge Investment Advisors LLC | 40,527 | $11.7M | 4.08% | +329+0.8% | Added |
| Cooper Financial Group | 40,496 | $11.7M | 3.15% | −1,088−2.6% | Reduced |
| Marcum Wealth, LLC | 40,465 | $11.7M | 1.46% | +894+2.3% | Added |
| Searle & Co. | 37,955 | $11.7M | 3.82% | −432−1.1% | Reduced |
| Marshall & Sullivan Inc | 40,425 | $11.7M | 7.06% | +4,468+12.4% | Added |
| TLW Wealth Management, LLC | 40,418 | $11.7M | 8.79% | −471−1.2% | Reduced |
| M. Kulyk & Associates, LLC | 40,417 | $11.7M | 3.53% | +942+2.4% | Added |
| Little House Capital LLC | 40,402 | $11.6M | 5.48% | +3,063+8.2% | Added |
| Puzo Michael J | 40,303 | $11.6M | 3.88% | +1,126+2.9% | Added |
| Walter & Keenan Financial Consulting Co | 40,240 | $11.6M | 4.40% | −1,506−3.6% | Reduced |
| Humankind Investments LLC | 40,058 | $11.5M | 4.80% | −967−2.4% | Reduced |
| Red Door Wealth Management, LLC | 40,053 | $11.5M | 3.62% | +911+2.3% | Added |
| First Sabrepoint Capital Management LP | 40,000 | $11.5M | 4.84% | 00.0% | Unchanged |
| Wildcat Capital Management, LLC | 40,000 | $11.5M | 4.29% | +40,000 | New |
| CFO4Life Group, LLC | 39,971 | $11.5M | 2.62% | −282−0.7% | Reduced |
| Whitener Capital Management, Inc. | 39,904 | $11.5M | 4.81% | −173−0.4% | Reduced |
| Fosun International Ltd | 39,856 | $11.5M | 1.08% | −26,112−39.6% | Reduced |