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 |
|---|---|---|---|---|---|
| JB Capital LLC | 39,855 | $11.5M | 1.05% | +2,230+5.9% | Added |
| Brave Asset Management Inc | 39,838 | $11.5M | 3.65% | +2,651+7.1% | Added |
| WBH Advisory Inc | 39,811 | $11.5M | 1.43% | +39,811 | New |
| Roberts Wealth Advisors, LLC | 39,947 | $11.5M | 5.26% | +447+1.1% | Added |
| Northwest Capital Management Inc | 39,774 | $11.5M | 5.57% | +214+0.5% | Added |
| NVWM, LLC | 39,749 | $11.5M | 3.84% | +247+0.6% | Added |
| Kidder Stephen W | 39,720 | $11.5M | 3.99% | +150.0% | Added |
| Nikko Asset Management Americas, Inc. | 40,012 | $11.4M | 0.13% | +36,896+1,184.1% | Added |
| Trinity Street Asset Management LLP | 39,513 | $11.4M | 1.28% | −9,726−19.8% | Reduced |
| Kavar Capital Partners Group, LLC | 39,343 | $11.3M | 2.45% | +215+0.5% | Added |
| Mattern Capital Management, LLC | 39,238 | $11.3M | 2.00% | +1,153+3.0% | Added |
| Financial Engines Advisors L.L.C. | 39,186 | $11.3M | 0.03% | −901−2.2% | Reduced |
| Benjamin Edwards Inc | 38,974 | $11.2M | 2.74% | +2,570+7.1% | Added |
| Tranquility Partners, LLC | 38,965 | $11.2M | 5.35% | −311−0.8% | Reduced |
| GM Advisory Group, Inc. | 38,936 | $11.2M | 1.02% | +4,630+13.5% | Added |
| Arden Trust Co | 38,890 | $11.2M | 2.02% | −2,425−5.9% | Reduced |
| Altfest L J & Co Inc | 38,817 | $11.2M | 1.75% | −3,580−8.4% | Reduced |
| Sendero Wealth Management, LLC | 38,803 | $11.2M | 3.43% | +2,271+6.2% | Added |
| Financial Architects, Inc | 38,780 | $11.2M | 1.79% | −612−1.6% | Reduced |
| Potrero Capital Research LLC | 38,694 | $11.2M | 7.49% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 38,648 | $11.1M | 3.78% | −139−0.4% | Reduced |
| Bill Few Associates, Inc. | 38,644 | $11.1M | 6.19% | −73−0.2% | Reduced |
| Traynor Capital Management, Inc. | 38,624 | $11.1M | 1.68% | −489−1.3% | Reduced |
| HPC Germany GmbH & Co. KG | 38,618 | $11.1M | 14.03% | 00.0% | Unchanged |
| Birinyi Associates Inc | 38,469 | $11.1M | 4.60% | −1,025−2.6% | Reduced |
| Selway Asset Management | 38,594 | $11.1M | 5.34% | −240−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 38,503 | $11.1M | 3.45% | +59+0.2% | Added |
| Formidable Asset Management, LLC | 38,538 | $11.1M | 2.34% | −22−0.1% | Reduced |
| Pensionfund Sabic | 38,390 | $11.1M | 3.85% | −3,000−7.2% | Reduced |
| Udine Wealth Management, Inc. | 38,366 | $11.1M | 17.07% | +2,173+6.0% | Added |
| Aj Wealth Strategies, LLC | 38,365 | $11.1M | 0.58% | −410−1.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 39,258 | $11.0M | 4.60% | −31,454−44.5% | Reduced |
| Connable Office Inc | 38,281 | $11.0M | 1.60% | −2,214−5.5% | Reduced |
| Baldwin Investment Management, LLC | 38,267 | $11.0M | 1.96% | −189−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 38,245 | $11.0M | 2.63% | +562+1.5% | Added |
| McGinn Investment Management, Inc. | 38,218 | $11.0M | 8.39% | −2,198−5.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 38,050 | $11.0M | 1.23% | −2,846−7.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 39,652 | $11.0M | 8.10% | +5,051+14.6% | Added |
| Paradigm Financial Partners, LLC | 38,011 | $11.0M | 2.96% | +1,233+3.4% | Added |
| Financial Partners Group, Inc | 37,988 | $11.0M | 2.44% | −20−0.1% | Reduced |
| Platform Technology Partners | 37,924 | $10.9M | 5.40% | −514−1.3% | Reduced |
| Berger Financial Group, Inc | 37,822 | $10.9M | 1.31% | −235−0.6% | Reduced |
| Vishria Bird Financial Group, LLC | 37,799 | $10.9M | 6.97% | −184−0.5% | Reduced |
| First Personal Financial Services | 37,786 | $10.9M | 2.82% | +324+0.9% | Added |
| Kesler, Norman & Wride, LLC | 37,749 | $10.9M | 2.74% | +482+1.3% | Added |
| Sargent Investment Group, LLC | 37,820 | $10.9M | 2.86% | −514−1.3% | Reduced |
| Stony Point Wealth Management Inc. | 37,605 | $10.8M | 5.63% | −2,753−6.8% | Reduced |
| Solidarilty Wealth, LLC | 37,602 | $10.8M | 4.92% | +37,602 | New |
| Chapin Davis, Inc. | 37,588 | $10.8M | 5.61% | +896+2.4% | Added |
| Trustmark National Bank Trust Department | 37,468 | $10.8M | 0.98% | −34−0.1% | Reduced |
| Financial Network Wealth Management LLC | 37,385 | $10.8M | 5.34% | −216−0.6% | Reduced |
| 44 Wealth Management LLC | 37,380 | $10.8M | 3.65% | +484+1.3% | Added |
| Abbot Financial Management, Inc. | 37,323 | $10.8M | 7.22% | −931−2.4% | Reduced |
| United Capital Management of KS, Inc. | 37,322 | $10.8M | 4.01% | +3,050+8.9% | Added |
| Shorepoint Capital Partners LLC | 37,277 | $10.7M | 3.08% | −2,307−5.8% | Reduced |
| Cavalry Management Group, LLC | 37,242 | $10.7M | 6.17% | +37,242 | New |
| Ravenstone Capital Management Inc. | 37,224 | $10.7M | 8.65% | −2,963−7.4% | Reduced |
| Pegasus Asset Management, Inc. | 37,107 | $10.7M | 5.30% | −911−2.4% | Reduced |
| Cohen Lawrence B | 37,092 | $10.7M | 7.18% | −3,030−7.6% | Reduced |
| City of London Investment Management Co Ltd | 36,939 | $10.6M | 0.81% | +17,750+92.5% | Added |
| Ascent Wealth Partners, LLC | 36,926 | $10.6M | 2.14% | +448+1.2% | Added |
| Legacy Advisors, LLC | 36,887 | $10.6M | 1.96% | +2,288+6.6% | Added |
| Cramer Rosenthal McGlynn LLC | 36,768 | $10.6M | 0.48% | +6,031+19.6% | Added |
| NBW Capital LLC | 36,746 | $10.6M | 2.57% | −5,564−13.2% | Reduced |
| Harbour Capital Advisors, LLC | 36,740 | $10.6M | 3.20% | +3,094+9.2% | Added |
| Eagle Rock Investment Company, LLC | 36,700 | $10.6M | 2.43% | +961+2.7% | Added |
| Stanley-Laman Group, Ltd. | 36,658 | $10.6M | 1.88% | −3,825−9.4% | Reduced |
| Avestar Capital, LLC | 36,648 | $10.6M | 2.13% | −674−1.8% | Reduced |
| Next Century Growth Investors LLC | 36,569 | $10.5M | 1.16% | −5,007−12.0% | Reduced |
| PFG Investments, LLC | 36,478 | $10.5M | 2.15% | +36,478 | New |
| Inscription Capital, LLC | 36,426 | $10.5M | 2.77% | +3,231+9.7% | Added |
| Brown Miller Wealth Management, LLC | 36,416 | $10.5M | 6.21% | +34+0.1% | Added |
| Exos TFP Holdings LLC | 36,285 | $10.5M | 2.64% | +19,023+110.2% | Added |
| BDO Wealth Advisors, LLC | 36,268 | $10.5M | 1.28% | +180+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 36,136 | $10.4M | 5.25% | −2,603−6.7% | Reduced |
| Connolly Sarah T. | 36,113 | $10.4M | 6.60% | +767+2.2% | Added |
| Warren Averett Asset Management, LLC | 36,065 | $10.4M | 0.54% | +751+2.1% | Added |
| Symphony Financial, Ltd. Co. | 36,528 | $10.4M | 2.69% | −8,359−18.6% | Reduced |
| Citizens Business Bank | 35,916 | $10.4M | 2.38% | −424−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 35,892 | $10.3M | 3.13% | +701+2.0% | Added |
| John G Ullman & Associates Inc | 35,884 | $10.3M | 1.61% | −929−2.5% | Reduced |
| Consolidated Press International Holdings Ltd | 35,860 | $10.3M | 4.94% | +16,300+83.3% | Added |
| Alpha Family Trust | 35,825 | $10.3M | 8.18% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 35,773 | $10.3M | 2.40% | −530−1.5% | Reduced |
| Keebeck Wealth Management, LLC | 35,770 | $10.3M | 1.66% | −792−2.2% | Reduced |
| Northside Capital Management, LLC | 35,727 | $10.3M | 2.77% | −1,027−2.8% | Reduced |
| Evexia Wealth LLC | 32,907 | $10.3M | 5.54% | +32,907 | New |
| Parkwood LLC | 35,610 | $10.3M | 1.91% | −3,147−8.1% | Reduced |
| Nilsine Partners, LLC | 35,574 | $10.3M | 1.61% | +35,574 | New |
| XXEC, Inc. | 35,389 | $10.2M | 8.15% | −1,440−3.9% | Reduced |
| Hillman Capital Management, Inc. | 35,372 | $10.2M | 3.86% | −172−0.5% | Reduced |
| Hilltop Holdings Inc. | 35,341 | $10.2M | 1.38% | −5,158−12.7% | Reduced |
| Warther Private Wealth, LLC | 35,314 | $10.2M | 7.75% | −216−0.6% | Reduced |
| My Personal CFO, LLC | 35,298 | $10.2M | 8.69% | +10,982+45.2% | Added |
| Aries Wealth Management | 35,197 | $10.1M | 4.16% | −384−1.1% | Reduced |
| Bremer Bank National Association | 35,190 | $10.1M | 1.96% | −2,244−6.0% | Reduced |
| Bedel Financial Consulting, Inc. | 35,146 | $10.1M | 2.47% | +25+0.1% | Added |
| EverSource Wealth Advisors, LLC | 35,052 | $10.1M | 1.26% | +2,100+6.4% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 35,047 | $10.1M | 32.72% | −14,172−28.8% | Reduced |
| Simon Quick Advisors, LLC | 35,041 | $10.1M | 1.10% | +6,239+21.7% | Added |