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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 28,947 | $8.35M | 3.90% | −259−0.9% | Reduced |
| Enterprise Financial Services Corp | 28,928 | $8.34M | 5.45% | +229+0.8% | Added |
| Kemnay Advisory Services Inc. | 28,821 | $8.31M | 4.20% | −61,198−68.0% | Reduced |
| True North Advisors, LLC | 28,782 | $8.30M | 2.46% | +1,574+5.8% | Added |
| Highlander Capital Management, LLC | 28,775 | $8.30M | 4.06% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 28,688 | $8.27M | 2.81% | −810−2.7% | Reduced |
| Marks Group Wealth Management, Inc | 28,676 | $8.27M | 1.06% | +6,279+28.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,079 | $8.26M | 4.79% | −130−0.4% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $8.26M | 2.29% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 28,595 | $8.24M | 1.35% | +241+0.8% | Added |
| Blueprint Investment Partners LLC | 28,582 | $8.24M | 1.88% | +21,264+290.6% | Added |
| LCNB Corp | 28,571 | $8.24M | 3.73% | +146+0.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 28,554 | $8.23M | 0.24% | −7,141−20.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 28,546 | $8.23M | 2.83% | +1,548+5.7% | Added |
| Brandywine Oak Private Wealth LLC | 28,537 | $8.23M | 0.96% | −97−0.3% | Reduced |
| North Growth Management Ltd. | 29,000 | $8.22M | 1.75% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 28,467 | $8.21M | 6.57% | −365−1.3% | Reduced |
| Tenere Capital LLC | 28,450 | $8.20M | 4.29% | −34,122−54.5% | Reduced |
| Sentinel Trust Co Lba | 28,449 | $8.20M | 1.17% | +23,491+473.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,404 | $8.19M | 3.27% | +115+0.4% | Added |
| Aviance Capital Partners, LLC | 28,319 | $8.16M | 1.82% | +738+2.7% | Added |
| Founders Capital Management | 28,299 | $8.16M | 6.24% | −160−0.6% | Reduced |
| First City Capital Management, Inc. | 26,538 | $8.15M | 4.77% | −1,204−4.3% | Reduced |
| Heron Bay Capital Management | 28,274 | $8.15M | 3.17% | −272−1.0% | Reduced |
| Grove Bank & Trust | 28,264 | $8.15M | 1.72% | +591+2.1% | Added |
| Key Financial Inc | 28,262 | $8.15M | 2.97% | +1,913+7.3% | Added |
| VeraBank, N.A. | 28,249 | $8.14M | 3.79% | −448−1.6% | Reduced |
| Piscataqua Savings Bank | 28,218 | $8.13M | 6.93% | −367−1.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,137 | $8.11M | 9.41% | −300−1.1% | Reduced |
| SOL Capital Management CO | 28,111 | $8.10M | 1.33% | +398+1.4% | Added |
| Martin & Co Inc | 28,079 | $8.10M | 2.08% | −5,291−15.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 28,049 | $8.09M | 6.31% | +1,778+6.8% | Added |
| Tradewinds, LLC. | 28,008 | $8.07M | 4.89% | +28,008 | New |
| Andar Capital Management HK Ltd | 28,000 | $8.07M | 15.19% | +28,000 | New |
| Personal Cfo Solutions, LLC | 27,979 | $8.07M | 1.67% | −130.0% | Reduced |
| Ellevest, Inc. | 27,946 | $8.06M | 0.63% | +1,986+7.7% | Added |
| Occidental Asset Management, LLC | 27,946 | $8.06M | 2.01% | +92+0.3% | Added |
| Perennial Investment Advisors, LLC | 27,847 | $8.03M | 1.50% | +2,938+11.8% | Added |
| Founders Financial Securities LLC | 27,849 | $8.03M | 1.16% | +4,731+20.5% | Added |
| FWL Investment Management, LLC | 27,814 | $8.02M | 5.91% | −1,914−6.4% | Reduced |
| Tandem Capital Management Corp | 27,810 | $8.02M | 5.65% | −454−1.6% | Reduced |
| Mendel Money Management | 27,742 | $8.00M | 4.31% | −1,533−5.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 27,739 | $8.00M | 5.88% | −1,463−5.0% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 27,720 | $7.99M | 2.53% | −18−0.1% | Reduced |
| Herald Investment Management Ltd | 27,642 | $7.97M | 1.77% | 00.0% | Unchanged |
| Baker Boyer National Bank | 27,624 | $7.96M | 3.07% | +6,110+28.4% | Added |
| Consilio Wealth Advisors, LLC | 27,606 | $7.96M | 4.50% | +3,015+12.3% | Added |
| Sonata Capital Group Inc | 27,590 | $7.95M | 4.30% | −199−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 27,480 | $7.92M | 1.50% | −1,071−3.8% | Reduced |
| Armstrong Advisory Group, Inc | 27,462 | $7.92M | 0.94% | +146+0.5% | Added |
| GDS Wealth Management | 27,434 | $7.91M | 1.40% | −7,219−20.8% | Reduced |
| Once Capital Management, LLC | 27,400 | $7.90M | 8.41% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 27,384 | $7.89M | 5.57% | −610−2.2% | Reduced |
| Brandes Investment Partners, LP | 27,349 | $7.88M | 0.17% | +5,892+27.5% | Added |
| Parametrica Management Ltd | 27,346 | $7.88M | 14.23% | +10,796+65.2% | Added |
| JNBA Financial Advisors | 27,290 | $7.87M | 1.02% | −33−0.1% | Reduced |
| In-Depth Partners, LLC | 27,258 | $7.86M | 9.56% | +4,857+21.7% | Added |
| Tru Independence Asset Management 2, LLC | 27,245 | $7.85M | 7.89% | +27,245 | New |
| Lantz Financial LLC | 27,129 | $7.82M | 3.25% | −200−0.7% | Reduced |
| NovaPoint Capital, LLC | 27,121 | $7.82M | 3.20% | +141+0.5% | Added |
| MEMBERS Trust Co | 27,092 | $7.81M | 0.24% | +786+3.0% | Added |
| Capricorn Fund Managers Ltd | 27,089 | $7.81M | 2.39% | −1,538−5.4% | Reduced |
| Leeward Financial Partners, LLC | 27,008 | $7.79M | 4.77% | −273−1.0% | Reduced |
| Eos Management, L.P. | 26,979 | $7.78M | 4.09% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 26,954 | $7.77M | 2.47% | −3,387−11.2% | Reduced |
| Finer Wealth Management, Inc. | 26,926 | $7.76M | 6.56% | +1,882+7.5% | Added |
| Resonant Capital Advisors, LLC | 26,905 | $7.76M | 0.88% | +208+0.8% | Added |
| Westside Investment Management, Inc. | 26,885 | $7.75M | 2.28% | −783−2.8% | Reduced |
| Strategic Wealth Designers | 26,864 | $7.75M | 1.44% | +4,006+17.5% | Added |
| Stelac Advisory Services LLC | 26,858 | $7.74M | 3.36% | +452+1.7% | Added |
| Consolidated Portfolio Review Corp | 26,808 | $7.73M | 2.09% | +26,808 | New |
| Goodman Advisory Group, LLC | 26,803 | $7.73M | 4.21% | +10,738+66.8% | Added |
| Brown Capital Management LLC | 26,749 | $7.71M | 0.12% | +569+2.2% | Added |
| Klingman & Associates, LLC | 26,674 | $7.69M | 0.66% | −372−1.4% | Reduced |
| Kingfisher Capital LLC | 26,636 | $7.68M | 2.02% | +93+0.4% | Added |
| Barton Investment Management | 26,635 | $7.68M | 1.35% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 26,578 | $7.66M | 5.68% | −2,235−7.8% | Reduced |
| LMG Wealth Partners, LLC | 26,562 | $7.66M | 2.47% | +205+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 26,536 | $7.65M | 2.88% | +22+0.1% | Added |
| Vista Capital Partners, Inc. | 26,516 | $7.64M | 1.13% | +924+3.6% | Added |
| Greenfield Savings Bank | 26,497 | $7.64M | 4.97% | −1,125−4.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,488 | $7.64M | 4.95% | −143−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,462 | $7.63M | 1.18% | −1,156−4.2% | Reduced |
| First PREMIER Bank | 26,439 | $7.62M | 2.22% | +127+0.5% | Added |
| CNB Bank | 26,422 | $7.62M | 4.64% | +237+0.9% | Added |
| Executive Wealth Group LLC | 26,374 | $7.60M | 5.38% | +17+0.1% | Added |
| BCJ Capital Management, LLC | 26,348 | $7.60M | 0.71% | −7,107−21.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,259 | $7.57M | 3.50% | +70.0% | Added |
| AXS Investments LLC | 26,257 | $7.57M | 2.50% | −1,839−6.5% | Reduced |
| Liberty Capital Management, Inc. | 26,231 | $7.56M | 2.49% | +49+0.2% | Added |
| SPC Financial, Inc. | 26,132 | $7.53M | 0.86% | +1,560+6.3% | Added |
| Q Capital Solutions | 26,131 | $7.53M | 9.03% | +9,882+60.8% | Added |
| Lesa Sroufe & Co | 26,100 | $7.53M | 7.61% | −171−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 26,075 | $7.52M | 1.04% | −27−0.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 26,033 | $7.50M | 2.96% | −20.0% | Reduced |
| Olstein Capital Management, L.P. | 26,000 | $7.50M | 1.17% | −7,000−21.2% | Reduced |
| Golden State Equity Partners | 25,963 | $7.48M | 4.05% | +25,963 | New |
| Ami Investment Management Inc | 25,923 | $7.47M | 3.49% | +279+1.1% | Added |
| Marathon Capital Management | 25,892 | $7.46M | 1.84% | +228+0.9% | Added |
| BBR Partners, LLC | 25,883 | $7.46M | 0.86% | +9,828+61.2% | Added |