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
- 4,718
- +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
- 2,018 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 205,934 | $59.4M | 2.44% | −66,504−24.4% | Reduced |
| South State Corp. | 205,779 | $59.3M | 5.48% | −2,993−1.4% | Reduced |
| First American Bank | 205,433 | $59.2M | 5.43% | −4,800−2.3% | Reduced |
| Estabrook Capital Management | 204,510 | $59.0M | 10.23% | −1,381−0.7% | Reduced |
| Meritage Portfolio Management | 204,111 | $58.8M | 4.41% | −39,260−16.1% | Reduced |
| ZWJ Investment Counsel Inc | 204,073 | $58.8M | 3.25% | +3,257+1.6% | Added |
| Pacific Sage Partners, LLC | 203,411 | $58.6M | 18.86% | −5,256−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 203,003 | $58.5M | 6.13% | −11,232−5.2% | Reduced |
| FineMark National Bank & Trust | 202,908 | $58.5M | 2.50% | −3,119−1.5% | Reduced |
| Armistice Capital, LLC | 202,676 | $58.4M | 1.36% | −21,324−9.5% | Reduced |
| Calamos Wealth Management LLC | 202,423 | $58.4M | 4.57% | −5,034−2.4% | Reduced |
| MUFG Securities EMEA plc | 201,976 | $58.2M | 1.06% | −196,143−49.3% | Reduced |
| Howard Capital Management Group, LLC | 201,595 | $58.1M | 6.15% | +12,659+6.7% | Added |
| Empirical Finance, LLC | 201,094 | $58.0M | 5.43% | +9,638+5.0% | Added |
| Rheos Capital Works Inc. | 200,900 | $57.9M | 3.22% | −198,200−49.7% | Reduced |
| Paralel Advisors LLC | 200,000 | $57.7M | 3.24% | 00.0% | Unchanged |
| Senator Investment Group LP | 200,000 | $57.7M | 3.18% | +200,000 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 199,900 | $57.6M | 0.72% | 00.0% | Unchanged |
| Investment House LLC | 199,822 | $57.6M | 4.74% | −1,222−0.6% | Reduced |
| Alta Capital Management LLC | 198,773 | $57.3M | 4.21% | −10,262−4.9% | Reduced |
| First Long Island Investors, LLC | 198,465 | $57.2M | 5.82% | −559−0.3% | Reduced |
| Lincoln National Corp | 198,375 | $57.2M | 1.20% | +6,950+3.6% | Added |
| Blue Whale Capital LLP | 198,264 | $57.2M | 9.45% | −39,000−16.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 197,736 | $57.0M | 3.56% | −13,013−6.2% | Reduced |
| Provident Investment Management, Inc. | 197,114 | $56.8M | 6.16% | +2,024+1.0% | Added |
| Cresset Asset Management, LLC | 196,883 | $56.8M | 1.14% | −70,116−26.3% | Reduced |
| Mutual Advisors, LLC | 195,727 | $56.4M | 2.32% | −1,593−0.8% | Reduced |
| Asset Advisors Investment Management, LLC | 195,646 | $56.4M | 7.38% | −6,573−3.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 195,299 | $56.3M | 7.67% | −5,000−2.5% | Reduced |
| Taurus Asset Management, LLC | 195,199 | $56.3M | 6.88% | −14,822−7.1% | Reduced |
| Bard Financial Services, Inc. | 194,628 | $56.1M | 4.49% | +725+0.4% | Added |
| GuoLine Advisory Pte Ltd | 194,500 | $56.1M | 15.75% | +194,500 | New |
| Granite Investment Partners, LLC | 194,295 | $56.0M | 2.33% | −32,433−14.3% | Reduced |
| Kingsview Wealth Management, LLC | 193,928 | $55.9M | 2.35% | −11,012−5.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 192,329 | $55.4M | 3.82% | −5,056−2.6% | Reduced |
| Gotham Asset Management, LLC | 191,893 | $55.3M | 1.34% | −16,682−8.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 191,260 | $55.1M | 4.74% | +1,751+0.9% | Added |
| Moody Lynn & Lieberson, LLC | 190,227 | $54.8M | 4.93% | +6,157+3.3% | Added |
| Violich Capital Management, Inc. | 190,029 | $54.8M | 9.34% | −1,800−0.9% | Reduced |
| LVM Capital Management Ltd | 189,269 | $54.6M | 7.57% | +110.0% | Added |
| Bowie Capital Management, LLC | 189,037 | $54.5M | 7.73% | −15,364−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 188,420 | $54.3M | 1.73% | −63,330−25.2% | Reduced |
| Trust Co of Vermont | 188,166 | $54.2M | 3.79% | +5,575+3.1% | Added |
| Vancity Investment Management Ltd | 187,794 | $54.1M | 7.59% | +749+0.4% | Added |
| Park Avenue Securities LLC | 187,464 | $54.0M | 0.93% | +10,029+5.7% | Added |
| Albar Capital Ltd | 187,381 | $54.0M | 10.15% | +187,381 | New |
| Polaris Capital Management, LLC | 186,326 | $53.7M | 2.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 216,896 | $53.7M | 2.59% | +16,446+8.2% | Added |
| Thomasville National Bank | 185,994 | $53.6M | 5.53% | +188+0.1% | Added |
| Alps Advisors Inc | 185,915 | $53.6M | 0.47% | −13,905−7.0% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 185,843 | $53.6M | 18.26% | +24,912+15.5% | Added |
| Henshaw Capital LLC | 185,818 | $53.6M | 3.30% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 184,836 | $53.3M | 5.23% | +15,168+8.9% | Added |
| Baker Avenue Asset Management, LP | 184,809 | $53.3M | 2.87% | +1,795+1.0% | Added |
| Tairen Capital Ltd | 184,647 | $53.2M | 8.06% | +123,892+203.9% | Added |
| Heritage Wealth Advisors | 183,560 | $52.9M | 2.95% | +4,573+2.6% | Added |
| Baskin Financial Services Inc. | 183,551 | $52.9M | 5.56% | −646−0.4% | Reduced |
| Prime Capital Management Co Ltd | 182,768 | $52.7M | 17.37% | +182,768 | New |
| Savant Capital, LLC | 182,660 | $52.7M | 0.98% | +34,106+23.0% | Added |
| Jones Financial Companies LLLP | 182,111 | $52.5M | 0.09% | −1,758−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 181,237 | $52.3M | 0.91% | −26,011−12.6% | Reduced |
| Sigma Planning Corp | 180,722 | $52.1M | 1.73% | −4,012−2.2% | Reduced |
| Willis Investment Counsel | 179,119 | $51.6M | 3.37% | +1,438+0.8% | Added |
| JBF Capital, Inc. | 179,000 | $51.6M | 11.71% | 00.0% | Unchanged |
| Moore Capital Management, LP | 178,462 | $51.5M | 1.60% | +178,462 | New |
| Eagle Global Advisors LLC | 178,014 | $51.3M | 3.46% | −947−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 178,008 | $51.3M | 1.20% | +24,055+15.6% | Added |
| Longbow Finance SA | 177,524 | $51.2M | 6.44% | −52,400−22.8% | Reduced |
| Dundas Partners LLP | 176,877 | $51.0M | 5.33% | +1,755+1.0% | Added |
| YHB Investment Advisors, Inc. | 176,418 | $50.9M | 5.10% | −950−0.5% | Reduced |
| Destination Wealth Management | 175,825 | $50.7M | 1.92% | +6,133+3.6% | Added |
| Sabal Trust CO | 175,053 | $50.5M | 3.52% | −930−0.5% | Reduced |
| Capital Investment Advisors, LLC | 173,990 | $50.2M | 1.48% | −3,026−1.7% | Reduced |
| Keystone Investors Pte Ltd | 173,766 | $50.1M | 10.03% | +140,338+419.8% | Added |
| HighTower Trust Services, LTA | 201,302 | $50.0M | 4.89% | −528−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 173,294 | $50.0M | 0.58% | +57,218+49.3% | Added |
| Woodstock Corp | 172,811 | $49.8M | 6.35% | −1,266−0.7% | Reduced |
| United Services Automobile Association | 172,517 | $49.7M | 1.60% | −106,670−38.2% | Reduced |
| Mastrapasqua Asset Management Inc | 171,954 | $49.6M | 6.08% | +844+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 171,755 | $49.5M | 6.41% | −488−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 171,012 | $49.3M | 1.05% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 171,006 | $49.3M | 4.47% | −2,128−1.2% | Reduced |
| Jag Capital Management, LLC | 170,832 | $49.3M | 6.37% | +1,557+0.9% | Added |
| TRB Advisors LP | 170,000 | $49.0M | 22.86% | 00.0% | Unchanged |
| Power Corp of Canada | 174,460 | $48.9M | 5.14% | +87,415+100.4% | Added |
| Grimes & Company, Inc. | 169,509 | $48.9M | 2.00% | +3,873+2.3% | Added |
| Allworth Financial LP | 169,319 | $48.8M | 0.49% | +8,808+5.5% | Added |
| Hoylecohen, LLC | 169,235 | $48.8M | 4.55% | +356+0.2% | Added |
| Guardian Capital LP | 169,156 | $48.8M | 1.55% | −2,615−1.5% | Reduced |
| J. Goldman & Co LP | 168,985 | $48.7M | 2.83% | +168,985 | New |
| Avala Global LP | 168,468 | $48.6M | 7.94% | +43,300+34.6% | Added |
| North Star Asset Management Inc | 168,459 | $48.6M | 2.86% | −734−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 168,240 | $48.5M | 0.47% | +34,483+25.8% | Added |
| Tandem Investment Advisors, Inc. | 167,417 | $48.3M | 2.31% | +1,207+0.7% | Added |
| Philadelphia Trust Co | 167,387 | $48.3M | 4.91% | −1,855−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 167,296 | $48.2M | 2.34% | −2,086−1.2% | Reduced |
| Motley Fool Asset Management LLC | 166,851 | $48.1M | 5.32% | −1,591−0.9% | Reduced |
| Vigilant Capital Management, LLC | 166,360 | $48.0M | 3.89% | −519−0.3% | Reduced |
| Amica Mutual Insurance Co | 166,361 | $48.0M | 5.35% | 00.0% | Unchanged |
| Untitled Investments LP | 166,279 | $47.9M | 18.39% | −28,385−14.6% | Reduced |