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 |
|---|---|---|---|---|---|
| Windle Wealth, LLC | 25,871 | $7.46M | 5.53% | +650+2.6% | Added |
| RPg Family Wealth Advisory, LLC | 25,847 | $7.45M | 4.09% | +1,680+7.0% | Added |
| Principal Street Partners, LLC | 25,829 | $7.45M | 1.88% | +883+3.5% | Added |
| Chelsea Counsel Co | 25,815 | $7.44M | 3.61% | −645−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 25,808 | $7.44M | 1.52% | +138+0.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 25,808 | $7.44M | 8.15% | −676−2.6% | Reduced |
| Resurgent Financial Advisors LLC | 25,793 | $7.44M | 5.00% | −3,536−12.1% | Reduced |
| Trust Co of Kansas | 25,779 | $7.43M | 4.75% | −151−0.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 25,703 | $7.41M | 1.81% | +4,357+20.4% | Added |
| Andra AP-fonden | 25,700 | $7.41M | 0.19% | −4,200−14.0% | Reduced |
| Advisors Management Group Inc | 25,667 | $7.40M | 2.36% | −437−1.7% | Reduced |
| Magnus Financial Group LLC | 25,662 | $7.40M | 1.13% | +3,000+13.2% | Added |
| Colony Family Offices, LLC | 25,510 | $7.35M | 2.82% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,500 | $7.35M | 1.62% | +16,000+168.4% | Added |
| IMA Wealth, Inc. | 25,468 | $7.34M | 1.89% | −646−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 25,438 | $7.33M | 0.75% | +137+0.5% | Added |
| Legato Capital Management LLC | 25,428 | $7.33M | 1.33% | −3,149−11.0% | Reduced |
| Eagle Capital Management, LLC | 25,417 | $7.33M | 4.79% | −312−1.2% | Reduced |
| Westwood Wealth Management | 25,386 | $7.32M | 6.82% | −530−2.0% | Reduced |
| Tempus Wealth Planning, LLC | 25,360 | $7.31M | 3.57% | −219−0.9% | Reduced |
| Essex Savings Bank | 25,344 | $7.31M | 2.55% | −687−2.6% | Reduced |
| SNS Financial Group, LLC | 25,340 | $7.31M | 0.96% | −2,977−10.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 25,327 | $7.30M | 0.50% | +1,095+4.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 25,293 | $7.29M | 1.48% | +1,468+6.2% | Added |
| HWG Holdings LP | 25,281 | $7.29M | 4.16% | +920+3.8% | Added |
| Adirondack Trust Co | 25,239 | $7.28M | 3.69% | −45−0.2% | Reduced |
| Beck Capital Management, LLC | 25,184 | $7.26M | 3.09% | +1,822+7.8% | Added |
| Optas, LLC | 25,183 | $7.26M | 2.59% | +182+0.7% | Added |
| Curbstone Financial Management Corp | 25,174 | $7.26M | 1.77% | −130−0.5% | Reduced |
| Orleans Capital Management Corp | 25,172 | $7.26M | 5.35% | +1,053+4.4% | Added |
| WealthShield Partners, LLC | 25,127 | $7.24M | 1.17% | +777+3.2% | Added |
| Voya Financial Advisors, Inc. | 25,489 | $7.24M | 0.90% | −3,301−11.5% | Reduced |
| Nicolet Bankshares Inc | 32,294 | $7.24M | 2.35% | +295+0.9% | Added |
| Aurora Investment Managers, LLC. | 25,092 | $7.23M | 6.28% | −1,233−4.7% | Reduced |
| David J Yvars Group | 25,079 | $7.23M | 6.53% | −2,686−9.7% | Reduced |
| Valley Brook Capital Group | 25,057 | $7.22M | 6.66% | −15−0.1% | Reduced |
| Partners Capital Investment Group, LLP | 25,018 | $7.21M | 0.31% | −45,211−64.4% | Reduced |
| Gunderson Capital Management Inc. | 25,016 | $7.21M | 5.36% | +25,016 | New |
| Harbor Advisors LLC | 25,000 | $7.21M | 1.69% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $7.21M | 0.88% | +4,163+20.0% | Added |
| Rovida Advisors Inc. | 25,000 | $7.21M | 2.81% | +25,000 | New |
| McMillion Capital Management Inc | 24,989 | $7.20M | 6.79% | −3,521−12.4% | Reduced |
| Coulter & Justus Financial Services, LLC | 24,930 | $7.19M | 4.69% | −349−1.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 24,923 | $7.19M | 6.21% | −7,619−23.4% | Reduced |
| Red Cedar Investment Management, LLC | 24,911 | $7.18M | 1.11% | +8,972+56.3% | Added |
| Force Hill Capital Management LP | 24,900 | $7.18M | 1.87% | +3,235+14.9% | Added |
| Corsair Capital Management, L.P. | 24,843 | $7.16M | 2.72% | −10,495−29.7% | Reduced |
| Allstate Corp | 24,841 | $7.16M | 0.53% | −267,904−91.5% | Reduced |
| Dorchester Wealth Management Co | 24,795 | $7.15M | 1.47% | +3,504+16.5% | Added |
| MONECO Advisors, LLC | 24,758 | $7.14M | 2.10% | +3,427+16.1% | Added |
| Aldebaran Capital, LLC | 24,736 | $7.13M | 7.28% | −60−0.2% | Reduced |
| Trinity Legacy Partners, LLC | 24,732 | $7.13M | 2.68% | +1,841+8.0% | Added |
| Bell Bank | 24,725 | $7.13M | 0.75% | −1,189−4.6% | Reduced |
| Wambolt & Associates, LLC | 24,791 | $7.12M | 2.53% | +205+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 24,663 | $7.11M | 2.14% | +642+2.7% | Added |
| Ayrshire Capital Management LLC | 24,651 | $7.11M | 4.85% | −115−0.5% | Reduced |
| Family Legacy, Inc. | 24,590 | $7.09M | 3.03% | +671+2.8% | Added |
| Trust Investment Advisors | 24,535 | $7.07M | 6.34% | +151+0.6% | Added |
| Commonwealth Retirement Investments LLC | 24,504 | $7.06M | 4.19% | +88+0.4% | Added |
| Fortis Capital Advisors, LLC | 24,428 | $7.04M | 3.77% | −1,083−4.2% | Reduced |
| Tiedemann Advisors, LLC | 24,424 | $7.04M | 0.32% | −7,866−24.4% | Reduced |
| San Luis Wealth Advisors LLC | 24,376 | $7.03M | 2.70% | +24,376 | New |
| Virtue Capital Management, LLC | 23,779 | $7.02M | 1.15% | −1,461−5.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,345 | $7.02M | 7.33% | +24,345 | New |
| Pinnacle Bancorp, Inc. | 24,342 | $7.02M | 2.58% | +66+0.3% | Added |
| Lindenwold Advisors | 24,329 | $7.01M | 4.35% | +124+0.5% | Added |
| Moss Adams Wealth Advisors LLC | 24,329 | $7.01M | 2.39% | −3,154−11.5% | Reduced |
| TBH Global Asset Management, LLC | 24,327 | $7.01M | 1.50% | +2,392+10.9% | Added |
| Ignite Planners, LLC | 24,234 | $7.01M | 2.88% | +372+1.6% | Added |
| Private Ocean, LLC | 24,304 | $7.01M | 0.93% | +50+0.2% | Added |
| Ar Asset Management Inc | 24,279 | $7.00M | 1.88% | +5,060+26.3% | Added |
| Stolper Co | 24,246 | $6.99M | 3.00% | +123+0.5% | Added |
| Institutional & Family Asset Management, LLC | 24,237 | $6.99M | 1.16% | +1,156+5.0% | Added |
| Founders Financial Alliance, LLC | 24,294 | $6.98M | 3.49% | −3,245−11.8% | Reduced |
| Studio Investment Management LLC | 24,207 | $6.98M | 2.11% | −749−3.0% | Reduced |
| Mirador Capital Partners LP | 24,202 | $6.98M | 1.65% | −5,584−18.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 24,176 | $6.97M | 4.55% | +759+3.2% | Added |
| Poehling Capital Management, LLC | 24,166 | $6.97M | 2.35% | −238−1.0% | Reduced |
| HBW Advisory Services LLC | 24,130 | $6.96M | 1.73% | −42−0.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,024 | $6.93M | 2.36% | −870−3.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 24,005 | $6.92M | 2.39% | +1,614+7.2% | Added |
| Naviter Wealth, LLC | 24,002 | $6.92M | 2.42% | +6,227+35.0% | Added |
| AlphaStar Capital Management, LLC | 24,001 | $6.92M | 0.59% | −19,117−44.3% | Reduced |
| Andesa Financial Management Inc. | 54,693 | $6.92M | 3.59% | +24,382+80.4% | Added |
| Key Client Fiduciary Advisors, LLC | 23,968 | $6.91M | 4.31% | −22−0.1% | Reduced |
| McDonough Capital Management, Inc | 23,974 | $6.91M | 7.13% | −65−0.3% | Reduced |
| Leisure Capital Management | 23,950 | $6.90M | 3.96% | −64−0.3% | Reduced |
| Townsend Asset Management Corp | 23,948 | $6.90M | 3.57% | +158+0.7% | Added |
| Everhart Financial Group, Inc. | 23,865 | $6.88M | 3.09% | +2,699+12.8% | Added |
| Elgethun Capital Management | 23,913 | $6.88M | 2.18% | −45−0.2% | Reduced |
| Heartland Bank & Trust Co | 23,838 | $6.87M | 5.19% | −1,511−6.0% | Reduced |
| Bridgewater Advisors Inc. | 23,787 | $6.86M | 1.50% | −92−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 23,765 | $6.85M | 4.73% | +256+1.1% | Added |
| Garrett Investment Advisors LLC | 23,726 | $6.84M | 1.08% | +649+2.8% | Added |
| All Terrain Financial Advisors, LLC | 23,706 | $6.83M | 3.31% | −339−1.4% | Reduced |
| Okabena Investment Services Inc | 23,682 | $6.83M | 4.87% | −3,094−11.6% | Reduced |
| UBS Oconnor LLC | 23,679 | $6.83M | 0.16% | +23,679 | New |
| Annandale Capital, LLC | 23,668 | $6.82M | 2.16% | −20−0.1% | Reduced |
| Wrapmanager Inc | 23,615 | $6.81M | 2.09% | +469+2.0% | Added |
| Wharton Business Group, LLC | 23,563 | $6.79M | 0.41% | +43+0.2% | Added |