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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 31,744 | $9.15M | 1.94% | −130.0% | Reduced |
| TFG Advisers LLC | 31,714 | $9.14M | 4.42% | +22+0.1% | Added |
| Chesapeake Wealth Management | 31,686 | $9.14M | 3.81% | −271−0.8% | Reduced |
| Lavaca Capital LLC | 34,034 | $9.12M | 2.13% | +1,695+5.2% | Added |
| Columbia Trust Co 01012016 | 31,639 | $9.12M | 5.27% | −2,920−8.4% | Reduced |
| Summit X, LLC | 31,593 | $9.11M | 2.35% | +57+0.2% | Added |
| Evanson Asset Management, LLC | 31,573 | $9.10M | 0.93% | +2,393+8.2% | Added |
| MidWestOne Financial Group, Inc. | 31,542 | $9.09M | 2.05% | −922−2.8% | Reduced |
| Empire Financial Management Company, LLC | 31,535 | $9.09M | 3.71% | +31,535 | New |
| MCF Advisors LLC | 31,532 | $9.09M | 0.85% | +1,242+4.1% | Added |
| Affinity Wealth Management LLC | 31,532 | $9.09M | 2.14% | +395+1.3% | Added |
| Nadler Financial Group, Inc. | 31,506 | $9.08M | 1.45% | +580+1.9% | Added |
| S&T Bank | 31,495 | $9.08M | 1.68% | −1,211−3.7% | Reduced |
| Unionview, LLC | 31,491 | $9.08M | 8.52% | −1,164−3.6% | Reduced |
| Oak Harvest Investment Services | 31,484 | $9.08M | 2.09% | +3,514+12.6% | Added |
| Lakehouse Capital Pty Ltd | 31,442 | $9.06M | 8.02% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 31,373 | $9.04M | 3.91% | −769−2.4% | Reduced |
| Parkside Financial Bank & Trust | 31,348 | $9.04M | 2.43% | +1,169+3.9% | Added |
| Financial Partners Group, LLC | 31,334 | $9.03M | 4.73% | +206+0.7% | Added |
| Jupiter Wealth Management LLC | 31,310 | $9.03M | 8.31% | +2,690+9.4% | Added |
| Boit C F David | 31,204 | $9.00M | 6.15% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 37,527 | $9.00M | 2.18% | 00.0% | Unchanged |
| Strategic Investment Advisors | 31,212 | $9.00M | 1.63% | +2,131+7.3% | Added |
| Mill Creek Capital Advisors, LLC | 31,209 | $9.00M | 0.33% | +955+3.2% | Added |
| Chapman Investment Management, LLC | 31,176 | $8.99M | 7.40% | −1,140−3.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 31,619 | $8.98M | 2.05% | −8,910−22.0% | Reduced |
| Birch Capital Management, LLC | 31,147 | $8.98M | 5.78% | −500−1.6% | Reduced |
| Stevens Capital Management LP | 31,112 | $8.97M | 2.23% | +7,949+34.3% | Added |
| Pine Haven Investment Counsel, Inc | 31,089 | $8.96M | 9.41% | +25+0.1% | Added |
| M&R Capital Management Inc | 31,078 | $8.96M | 2.51% | +46+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 31,030 | $8.95M | 2.87% | −640−2.0% | Reduced |
| Center for Financial Planning, Inc. | 30,983 | $8.93M | 2.06% | −369−1.2% | Reduced |
| Chatham Capital Group, Inc. | 30,957 | $8.92M | 1.99% | −585−1.9% | Reduced |
| Transatlantique Private Wealth LLC | 31,022 | $8.92M | 4.94% | +2,657+9.4% | Added |
| Tradition Wealth Management, LLC | 30,927 | $8.92M | 1.11% | +7,591+32.5% | Added |
| Laffer Tengler Investments | 30,923 | $8.92M | 2.42% | +1,219+4.1% | Added |
| Chase Investment Counsel Corp | 30,916 | $8.91M | 4.93% | +1,426+4.8% | Added |
| Lederer & Associates Investment Counsel | 30,897 | $8.91M | 6.87% | +63+0.2% | Added |
| Eastover Investment Advisors LLC | 30,873 | $8.90M | 4.98% | −700−2.2% | Reduced |
| Gibraltar Capital Management, Inc. | 30,867 | $8.90M | 4.16% | +906+3.0% | Added |
| Northstar Asset Management LLC | 30,841 | $8.89M | 2.61% | +71+0.2% | Added |
| Versant Capital Management, Inc | 30,841 | $8.88M | 2.99% | +2,836+10.1% | Added |
| Frisch Financial Group, Inc. | 30,759 | $8.87M | 3.44% | +622+2.1% | Added |
| BFT Financial Group, LLC | 30,677 | $8.84M | 1.32% | +30,677 | New |
| Bridge Creek Capital Management LLC | 30,669 | $8.84M | 3.32% | +25+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 30,612 | $8.83M | 2.73% | −698−2.2% | Reduced |
| Spreng Capital Management, Inc. | 30,606 | $8.82M | 7.62% | −1,393−4.4% | Reduced |
| Hamel Associates, Inc. | 30,598 | $8.82M | 3.06% | −220−0.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 30,586 | $8.82M | 14.94% | −4,260−12.2% | Reduced |
| Wealth Advisors, Inc. | 31,138 | $8.81M | 4.19% | −1,832−5.6% | Reduced |
| Endurance Wealth Management, Inc. | 30,516 | $8.80M | 1.25% | +821+2.8% | Added |
| Buttonwood Financial Advisors Inc. | 30,418 | $8.77M | 6.80% | −20.0% | Reduced |
| Wisconsin Capital Management LLC | 30,373 | $8.76M | 5.97% | −334−1.1% | Reduced |
| Socorro Asset Management LP | 30,354 | $8.75M | 3.86% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30,338 | $8.75M | 2.20% | −10,217−25.2% | Reduced |
| Windward Capital Management Co | 30,330 | $8.74M | 0.81% | +25+0.1% | Added |
| Loudon Investment Management, LLC | 30,311 | $8.74M | 6.05% | −495−1.6% | Reduced |
| Harrington Investments, INC | 30,257 | $8.72M | 6.02% | +503+1.7% | Added |
| Delta Financial Advisors LLC | 30,248 | $8.72M | 4.20% | −254−0.8% | Reduced |
| Sentry LLC | 30,156 | $8.69M | 2.04% | +30,156 | New |
| Plancorp, LLC | 30,139 | $8.69M | 0.49% | +54+0.2% | Added |
| Field & Main Bank | 30,132 | $8.69M | 5.18% | −852−2.7% | Reduced |
| Triangle Securities Wealth Management | 30,079 | $8.67M | 3.10% | −715−2.3% | Reduced |
| Drexel Morgan & Co. | 30,069 | $8.67M | 2.18% | +200+0.7% | Added |
| General Partner, Inc. | 29,762 | $8.66M | 7.62% | +500+1.7% | Added |
| Radnor Capital Management, LLC | 30,004 | $8.65M | 2.28% | +672+2.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $8.65M | 2.58% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 29,963 | $8.64M | 3.28% | −32−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 29,888 | $8.62M | 1.63% | −183−0.6% | Reduced |
| C2C Wealth Management, LLC | 30,410 | $8.62M | 1.39% | +2,884+10.5% | Added |
| Mandatum Life Insurance Co Ltd | 29,835 | $8.60M | 2.53% | +178+0.6% | Added |
| Long Walk Management LP | 29,750 | $8.58M | 7.65% | +29,750 | New |
| Zweig-DiMenna Associates LLC | 29,700 | $8.56M | 1.16% | −5,853−16.5% | Reduced |
| StoneX Group Inc. | 29,688 | $8.56M | 0.93% | +2,586+9.5% | Added |
| Excalibur Management Corp | 29,657 | $8.55M | 4.43% | −205−0.7% | Reduced |
| Menlo Advisors LLC | 29,615 | $8.54M | 5.86% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 29,590 | $8.53M | 6.25% | +370+1.3% | Added |
| Ballast Advisors LLC | 29,504 | $8.51M | 3.39% | +5,311+22.0% | Added |
| Paradigm Asset Management Co LLC | 29,500 | $8.50M | 2.34% | 00.0% | Unchanged |
| Dover Advisors, LLC | 29,427 | $8.48M | 8.16% | +17,235+141.4% | Added |
| Mystic Asset Management, Inc. | 29,417 | $8.48M | 4.68% | −145−0.5% | Reduced |
| Thematics Asset Management | 29,413 | $8.48M | 0.46% | 00.0% | Unchanged |
| Penbrook Management LLC | 29,408 | $8.48M | 6.66% | −100−0.3% | Reduced |
| Quent Capital, LLC | 29,375 | $8.46M | 1.44% | +274+0.9% | Added |
| Journey Strategic Wealth LLC | 29,297 | $8.45M | 0.89% | −670−2.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,260 | $8.44M | 4.23% | −1,506−4.9% | Reduced |
| Monument Capital Management | 29,249 | $8.43M | 2.82% | +3,006+11.5% | Added |
| Atlas Wealth LLC | 29,248 | $8.43M | 1.66% | −1,195−3.9% | Reduced |
| BSW Wealth Partners | 29,232 | $8.43M | 1.73% | +156+0.5% | Added |
| Eukles Asset Management | 29,204 | $8.42M | 4.58% | −95−0.3% | Reduced |
| Wimmer Associates 1, LLC | 27,200 | $8.42M | 5.38% | −1,522−5.3% | Reduced |
| Cardiff Park Advisors, LLC | 29,185 | $8.41M | 1.11% | −1,211−4.0% | Reduced |
| Roanoke Asset Management Corp | 29,104 | $8.39M | 3.58% | −50.0% | Reduced |
| Nicholas Investment Partners, LP | 29,100 | $8.39M | 0.64% | −12,696−30.4% | Reduced |
| Exeter Financial, LLC | 28,970 | $8.38M | 4.20% | +499+1.8% | Added |
| RWM Asset Management, LLC | 29,010 | $8.36M | 1.73% | +10,396+55.9% | Added |
| Diamant Asset Management, Inc. | 29,003 | $8.36M | 6.85% | 00.0% | Unchanged |
| Engle Capital Management, L.P. | 29,000 | $8.36M | 2.74% | +29,000 | New |
| Signet Financial Management, LLC | 28,975 | $8.35M | 1.41% | −358−1.2% | Reduced |
| Asio Capital, LLC | 28,973 | $8.35M | 2.17% | −703−2.4% | Reduced |