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; 6,248 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 257,585 | $74.3M | 0.45% | +240,669+1,422.7% | Added |
| Northeast Investment Management | 257,412 | $74.2M | 4.50% | −1,181−0.5% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 256,900 | $74.1M | 1.31% | +82,800+47.6% | Added |
| Credit Agricole S A | 256,552 | $74.0M | 3.15% | −3,222−1.2% | Reduced |
| Smith, Salley & Associates | 255,516 | $73.7M | 5.86% | +2,121+0.8% | Added |
| Elite Wealth Management, Inc. | 255,498 | $73.7M | 32.27% | +1,318+0.5% | Added |
| Tower Bridge Advisors | 255,464 | $73.7M | 6.03% | −4,421−1.7% | Reduced |
| Toroso Investments, LLC | 253,540 | $73.1M | 2.41% | +20,014+8.6% | Added |
| Triple Frond Partners LLC | 253,304 | $73.0M | 10.65% | 00.0% | Unchanged |
| Rockland Trust Co | 253,171 | $73.0M | 4.59% | +9,374+3.8% | Added |
| Argent Trust Co | 253,150 | $73.0M | 4.62% | +750.0% | Added |
| Klingenstein Fields & Co LP | 252,620 | $72.8M | 3.65% | −1,771−0.7% | Reduced |
| Systematic Alpha Investments, LLC | 251,402 | $72.5M | 3.81% | +5,700+2.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 251,367 | $72.5M | 3.43% | −16,301−6.1% | Reduced |
| Chesley Taft & Associates LLC | 251,192 | $72.4M | 4.75% | −18,864−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 251,038 | $72.4M | 1.93% | −23,645−8.6% | Reduced |
| Cullinan Associates Inc | 250,936 | $72.3M | 4.23% | +13,594+5.7% | Added |
| Summitry LLC | 250,861 | $72.3M | 4.86% | −688−0.3% | Reduced |
| NFJ Investment Group, LLC | 250,489 | $72.2M | 1.93% | −59,749−19.3% | Reduced |
| Wetherby Asset Management Inc | 250,273 | $72.2M | 4.23% | +4,854+2.0% | Added |
| Soma Equity Partners LP | 250,000 | $72.1M | 3.70% | +250,000 | New |
| Ycg, LLC | 249,569 | $72.0M | 7.04% | −533−0.2% | Reduced |
| GAM Holding AG | 248,189 | $71.6M | 4.97% | −46,168−15.7% | Reduced |
| Mill Capital Management, LLC | 248,008 | $71.5M | 7.26% | +5,596+2.3% | Added |
| Smith Chas P & Associates Pa Cpas | 247,930 | $71.5M | 4.85% | +3,374+1.4% | Added |
| Meeder Asset Management Inc | 246,685 | $71.1M | 5.67% | +47,233+23.7% | Added |
| FDx Advisors, Inc. | 295,962 | $71.0M | 3.09% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 246,099 | $71.0M | 4.44% | −5,502−2.2% | Reduced |
| Cooperman Leon G | 245,705 | $70.8M | 4.26% | 00.0% | Unchanged |
| TenCore Partners, LP | 244,915 | $70.6M | 20.41% | −9,810−3.9% | Reduced |
| Mission Wealth Management, LP | 244,176 | $70.4M | 2.98% | +46,958+23.8% | Added |
| Maple Capital Management, Inc. | 242,962 | $70.0M | 8.56% | +2,534+1.1% | Added |
| HB Wealth Management, LLC | 242,689 | $70.0M | 1.21% | +10,821+4.7% | Added |
| Dana Investment Advisors, Inc. | 241,561 | $69.6M | 3.54% | −6,875−2.8% | Reduced |
| Norris Perne & French LLP | 241,300 | $69.5M | 6.37% | −1,373−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 241,118 | $69.5M | 0.85% | +10,201+4.4% | Added |
| Ancora Advisors, LLC | 241,050 | $69.5M | 1.98% | +706+0.3% | Added |
| Avalon Trust Co | 240,966 | $69.5M | 6.89% | +240,966 | New |
| Edgemoor Investment Advisors, Inc. | 239,681 | $69.1M | 8.40% | −5,313−2.2% | Reduced |
| Ingalls & Snyder LLC | 239,495 | $69.0M | 3.57% | −2,694−1.1% | Reduced |
| GFI Investment Counsel Ltd. | 237,126 | $68.4M | 11.70% | −1,784−0.7% | Reduced |
| Nwam LLC | 236,559 | $68.2M | 6.92% | −21,837−8.5% | Reduced |
| Wesleyan Assurance Society | 235,150 | $67.8M | 7.86% | −1,000−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 234,464 | $67.6M | 3.99% | +1,158+0.5% | Added |
| Milestones Administradora de Recursos Ltda. | 234,300 | $67.5M | 43.35% | +91,757+64.4% | Added |
| Exencial Wealth Advisors, LLC | 234,099 | $67.5M | 3.50% | −3,250−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 233,989 | $67.5M | 1.73% | +350+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 232,646 | $67.4M | 5.03% | −13,866−5.6% | Reduced |
| RMB Capital Management, LLC | 233,599 | $67.3M | 2.35% | +8,157+3.6% | Added |
| Vinva Investment Management Ltd | 236,197 | $67.1M | 5.67% | +236,197 | New |
| Advisory Services Network, LLC | 231,224 | $66.7M | 1.85% | +11,721+5.3% | Added |
| Welch Group, LLC | 231,167 | $66.6M | 3.87% | +1,032+0.4% | Added |
| LMCG Investments, LLC | 231,076 | $66.6M | 4.44% | −4,756−2.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 230,862 | $66.6M | 2.18% | −51,717−18.3% | Reduced |
| Sandy Spring Bank | 230,428 | $66.4M | 3.77% | −2,778−1.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 230,180 | $66.4M | 1.10% | +54,074+30.7% | Added |
| Washington Trust Co | 229,936 | $66.3M | 2.99% | −3,040−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 229,887 | $66.3M | 1.37% | +65,726+40.0% | Added |
| Sequoia Financial Advisors, LLC | 228,774 | $66.0M | 1.47% | +5,047+2.3% | Added |
| Ironvine Capital Partners, LLC | 228,074 | $65.8M | 8.29% | −12,987−5.4% | Reduced |
| Aureus Asset Management, LLC | 227,967 | $65.7M | 5.20% | +1,096+0.5% | Added |
| Desjardins Global Asset Management Inc. | 227,919 | $65.7M | 8.27% | +81,579+55.7% | Added |
| Davidson Investment Advisors | 226,314 | $65.2M | 4.27% | +13,676+6.4% | Added |
| Quantinno Capital Management LP | 225,929 | $65.1M | 4.31% | +30,504+15.6% | Added |
| Aaron Wealth Advisors | 225,095 | $64.9M | 8.92% | −10,217−4.3% | Reduced |
| Kanawha Capital Management LLC | 224,301 | $64.7M | 6.20% | +591+0.3% | Added |
| Snowden Capital Advisors LLC | 223,737 | $64.5M | 2.51% | +5,363+2.5% | Added |
| MMBG Investment Advisors Co. | 223,076 | $64.3M | 8.15% | −35,310−13.7% | Reduced |
| Baldwin Brothers Inc | 222,762 | $64.2M | 5.60% | −1,673−0.7% | Reduced |
| Franklin Street Advisors Inc | 222,553 | $64.2M | 5.84% | −890.0% | Reduced |
| Lockheed Martin Investment Management Co | 222,330 | $64.1M | 3.63% | −6,740−2.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 220,799 | $63.7M | 4.33% | +4,064+1.9% | Added |
| Coronation Fund Managers Ltd. | 219,798 | $63.4M | 1.69% | −95,245−30.2% | Reduced |
| Logan Capital Management Inc | 219,483 | $63.3M | 3.07% | −7,747−3.4% | Reduced |
| Berkshire Asset Management LLC | 218,938 | $63.1M | 3.90% | +531+0.2% | Added |
| Oak Ridge Investments LLC | 217,263 | $62.6M | 8.48% | −855−0.4% | Reduced |
| Campbell Newman Asset Management Inc | 216,573 | $62.4M | 6.07% | −31,261−12.6% | Reduced |
| General American Investors Co Inc | 215,000 | $62.0M | 5.86% | −20,000−8.5% | Reduced |
| Compass Capital Management, Inc | 214,665 | $61.9M | 4.74% | −2,189−1.0% | Reduced |
| First Horizon Advisors, Inc. | 214,282 | $61.8M | 2.21% | +11,822+5.8% | Added |
| Nichols & Pratt Advisers LLP | 211,407 | $60.9M | 4.68% | +1,189+0.6% | Added |
| Sander Capital Advisors Inc | 211,221 | $60.9M | 36.94% | +1,014+0.5% | Added |
| Natixis Investment Managers International | 211,058 | $60.8M | 4.60% | −11,013−5.0% | Reduced |
| Suncoast Equity Management | 210,825 | $60.8M | 10.21% | −1,083−0.5% | Reduced |
| Ulysses Management LLC | 210,300 | $60.6M | 18.28% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 210,276 | $60.6M | 2.02% | +10,431+5.2% | Added |
| Everence Capital Management Inc | 210,098 | $60.6M | 4.95% | −2,580−1.2% | Reduced |
| Community Trust & Investment Co | 210,043 | $60.6M | 5.21% | +2,990+1.4% | Added |
| Nellore Capital Management LLC | 209,500 | $60.4M | 13.10% | +28,000+15.4% | Added |
| Moors & Cabot, Inc. | 209,065 | $60.3M | 4.14% | −8,994−4.1% | Reduced |
| Venture Visionary Partners LLC | 208,899 | $60.2M | 3.82% | +10,623+5.4% | Added |
| Kestra Private Wealth Services, LLC | 208,458 | $60.1M | 2.39% | +33,681+19.3% | Added |
| Kinneret Advisory, LLC | 208,353 | $60.1M | 7.76% | −11,194−5.1% | Reduced |
| Dakota Wealth Management | 208,304 | $60.1M | 4.02% | +6,558+3.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 208,174 | $60.0M | 3.11% | +7,501+3.7% | Added |
| Harvest Volatility Management LLC | 210,874 | $59.9M | 12.08% | −36,970−14.9% | Reduced |
| Talbot Financial, LLC | 207,605 | $59.9M | 11.12% | −2,240−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 206,572 | $59.5M | 6.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 206,560 | $59.5M | 2.98% | −3,599−1.7% | Reduced |
| E Fund Management Co., Ltd. | 206,183 | $59.4M | 4.34% | +77,232+59.9% | Added |