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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| NEIRG Wealth Management, LLC | 35,017 | $10.1M | 1.75% | −297−0.8% | Reduced |
| Bornite Capital Management LP | 35,000 | $10.1M | 3.42% | −90,000−72.0% | Reduced |
| Villere St Denis J & Co LLC | 34,997 | $10.1M | 0.73% | +194+0.6% | Added |
| Citizens National Bank Trust Department | 34,975 | $10.1M | 2.80% | −1,155−3.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,145 | $10.1M | 1.54% | +40,145 | New |
| Nixon Peabody Trust Co | 34,863 | $10.1M | 7.03% | +1,125+3.3% | Added |
| Advanced Asset Management Advisors Inc | 34,862 | $10.1M | 2.45% | +20+0.1% | Added |
| David Loasby | 34,449 | $10.0M | 1.16% | +11,335+49.0% | Added |
| Cornerstone Advisory, LLC | 34,827 | $10.0M | 1.81% | +557+1.6% | Added |
| Intact Investment Management Inc. | 34,750 | $10.0M | 0.41% | −3,500−9.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,197 | $10.0M | 2.64% | −1,896−5.1% | Reduced |
| Westover Capital Advisors, LLC | 34,669 | $10.0M | 3.70% | +1,292+3.9% | Added |
| Raab & Moskowitz Asset Management LLC | 34,640 | $9.99M | 3.65% | −255−0.7% | Reduced |
| Lafayette Investments, Inc. | 34,597 | $9.97M | 2.76% | −70.0% | Reduced |
| Trust Co of Oklahoma | 34,525 | $9.95M | 3.89% | −110−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 34,510 | $9.95M | 1.75% | +1,917+5.9% | Added |
| Copeland Capital Management, LLC | 34,503 | $9.95M | 0.23% | +164+0.5% | Added |
| Orca Investment Management, LLC | 34,499 | $9.95M | 12.19% | −172−0.5% | Reduced |
| Soundmark Wealth Management, LLC | 34,446 | $9.93M | 5.94% | −2,386−6.5% | Reduced |
| Great Diamond Partners, LLC | 34,436 | $9.93M | 2.88% | −725−2.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 34,425 | $9.92M | 3.55% | −275−0.8% | Reduced |
| Hirtle Callaghan & Co LLC | 34,402 | $9.92M | 0.49% | −3,020−8.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,304 | $9.89M | 0.79% | −593−1.7% | Reduced |
| BNC Wealth Management, LLC | 34,279 | $9.88M | 5.52% | −45−0.1% | Reduced |
| SlateStone Wealth, LLC | 34,190 | $9.86M | 2.04% | +3,840+12.7% | Added |
| Delta Investment Management, LLC | 34,181 | $9.85M | 2.82% | +4,884+16.7% | Added |
| PDS Planning, Inc | 34,158 | $9.85M | 1.36% | +9,427+38.1% | Added |
| Westmount Partners, LLC | 34,025 | $9.81M | 4.53% | +1,411+4.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 34,016 | $9.81M | 8.33% | −3,150−8.5% | Reduced |
| Concentric Wealth Management, LLC | 34,013 | $9.81M | 3.24% | +287+0.9% | Added |
| Old Port Advisors | 34,645 | $9.80M | 3.53% | −658−1.9% | Reduced |
| Bank Ozk | 33,977 | $9.80M | 4.86% | −604−1.7% | Reduced |
| First Washington CORP | 33,934 | $9.78M | 4.84% | −6,883−16.9% | Reduced |
| Builder Investment Group Inc | 33,901 | $9.77M | 4.26% | −135−0.4% | Reduced |
| Consolidated Investment Group LLC | 33,889 | $9.77M | 1.91% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 33,858 | $9.76M | 4.37% | −693−2.0% | Reduced |
| Uncommon Cents Investing LLC | 33,838 | $9.76M | 3.56% | +478+1.4% | Added |
| Union Heritage Capital, LLC | 33,800 | $9.74M | 5.92% | −1,200−3.4% | Reduced |
| Benson Investment Management Company, Inc. | 33,795 | $9.74M | 5.57% | −3,401−9.1% | Reduced |
| Chronos Wealth Management, LLC | 33,757 | $9.73M | 7.30% | −226−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 33,727 | $9.72M | 3.30% | −352−1.0% | Reduced |
| Carderock Capital Management Inc | 33,678 | $9.71M | 3.38% | −404−1.2% | Reduced |
| Dudley Capital Management, LLC | 33,615 | $9.69M | 6.81% | +21+0.1% | Added |
| Carolinas Wealth Consulting LLC | 109,628 | $9.68M | 2.06% | +1,279+1.2% | Added |
| Pegasus Partners Ltd. | 33,565 | $9.68M | 1.53% | +578+1.8% | Added |
| Bank of New Hampshire | 33,496 | $9.66M | 2.90% | −10,447−23.8% | Reduced |
| Arlington Partners LLC | 33,465 | $9.65M | 1.37% | +5,985+21.8% | Added |
| Wintrust Investments LLC | 33,440 | $9.64M | 1.23% | +574+1.7% | Added |
| S.E.E.D. Planning Group LLC | 33,291 | $9.60M | 3.70% | +1,080+3.4% | Added |
| Davidson Trust Co | 33,252 | $9.59M | 7.38% | +1,911+6.1% | Added |
| White Pine Investment CO | 33,219 | $9.58M | 3.44% | −770−2.3% | Reduced |
| One01 Capital, LP | 33,209 | $9.57M | 11.38% | +33,209 | New |
| First Bank & Trust | 33,181 | $9.57M | 2.53% | −786−2.3% | Reduced |
| Bray Capital Advisors | 33,175 | $9.56M | 2.79% | −253−0.8% | Reduced |
| Financial Advisory Service, Inc. | 33,154 | $9.56M | 1.04% | +3,093+10.3% | Added |
| Belmont Capital, LLC | 33,152 | $9.56M | 7.91% | +17,838+116.5% | Added |
| Tiemann Investment Advisors, LLC | 33,143 | $9.56M | 5.22% | −30−0.1% | Reduced |
| Carlson Capital Management | 33,109 | $9.55M | 0.62% | +113+0.3% | Added |
| Sandbox Financial Partners, LLC | 33,060 | $9.53M | 5.75% | −568−1.7% | Reduced |
| Jackson Square Capital, LLC | 33,059 | $9.53M | 4.27% | −2,909−8.1% | Reduced |
| Financial Perspectives, Inc | 33,057 | $9.53M | 4.55% | +40.0% | Added |
| Citizens & Northern Corp | 33,014 | $9.52M | 3.71% | −95−0.3% | Reduced |
| Quattro Financial Advisors LLC | 32,990 | $9.51M | 3.90% | +9,810+42.3% | Added |
| Prospect Capital Advisors, LLC | 32,895 | $9.48M | 4.29% | −2,705−7.6% | Reduced |
| Zullo Investment Group, Inc. | 32,801 | $9.46M | 5.89% | +2,122+6.9% | Added |
| White Pine Capital LLC | 32,762 | $9.45M | 3.67% | −535−1.6% | Reduced |
| IPG Investment Advisors LLC | 32,700 | $9.43M | 2.15% | −2,155−6.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,643 | $9.41M | 4.82% | +117+0.4% | Added |
| Pure Financial Advisors, Inc. | 32,634 | $9.41M | 0.44% | +736+2.3% | Added |
| Chesapeake Asset Management LLC | 32,625 | $9.41M | 8.61% | +32,625 | New |
| IFG Advisory, LLC | 32,621 | $9.40M | 0.88% | +552+1.7% | Added |
| Gardner Lewis Asset Management L P | 32,615 | $9.40M | 3.33% | −11,991−26.9% | Reduced |
| Advocate Group LLC | 32,574 | $9.39M | 2.05% | +1,516+4.9% | Added |
| Brick & Kyle, Associates | 32,553 | $9.38M | 5.38% | −178−0.5% | Reduced |
| JT Stratford LLC | 32,523 | $9.38M | 2.70% | +4,791+17.3% | Added |
| F/M Investments LLC | 32,486 | $9.37M | 9.44% | +13,268+69.0% | Added |
| Sandhill Capital Partners LLC | 32,485 | $9.37M | 0.90% | +1,459+4.7% | Added |
| Notis-McConarty Edward | 32,483 | $9.36M | 3.72% | −108−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 32,474 | $9.36M | 1.21% | −190−0.6% | Reduced |
| Stonnington Group, LLC | 32,290 | $9.36M | 2.44% | −951−2.9% | Reduced |
| Great Lakes Retirement, Inc. | 32,461 | $9.36M | 1.76% | +2,601+8.7% | Added |
| Hollow Brook Wealth Management LLC | 32,413 | $9.34M | 4.43% | −1,756−5.1% | Reduced |
| Icapital Wealth LLC | 32,328 | $9.32M | 6.36% | +1,970+6.5% | Added |
| Telos Capital Management, Inc. | 32,325 | $9.32M | 1.30% | +2,623+8.8% | Added |
| Strait & Sound Wealth Management LLC | 32,286 | $9.31M | 9.25% | −128−0.4% | Reduced |
| Oxler Private Wealth LLC | 32,264 | $9.30M | 4.59% | +185+0.6% | Added |
| Shepherd Financial Partners LLC | 32,255 | $9.30M | 1.55% | −1,863−5.5% | Reduced |
| Saranac Partners Ltd | 32,229 | $9.29M | 5.48% | +19,826+159.8% | Added |
| Summit Financial Group Inc | 32,210 | $9.29M | 3.68% | −1,253−3.7% | Reduced |
| WealthTrust Axiom LLC | 32,172 | $9.28M | 3.16% | +1,100+3.5% | Added |
| Biltmore Family Office, LLC | 32,076 | $9.25M | 1.95% | −8,710−21.4% | Reduced |
| Manchester Capital Management LLC | 31,970 | $9.22M | 1.21% | +6,223+24.2% | Added |
| Carroll Investors, Inc | 31,999 | $9.22M | 7.52% | +945+3.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,930 | $9.21M | 2.93% | +210+0.7% | Added |
| Roman Butler Fullerton & Co | 33,408 | $9.20M | 4.58% | +6,195+22.8% | Added |
| Advisor Resource Council | 32,477 | $9.19M | 2.31% | +11,466+54.6% | Added |
| Oarsman Capital, Inc. | 31,838 | $9.18M | 4.29% | +773+2.5% | Added |
| LVW Advisors, LLC | 31,801 | $9.17M | 1.84% | +57+0.2% | Added |
| Front Row Advisors LLC | 31,793 | $9.17M | 4.40% | −420−1.3% | Reduced |
| Cambridge Advisors Inc. | 31,753 | $9.15M | 2.34% | −204−0.6% | Reduced |