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Livermore
Livermore
ZHEN

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; 6,247 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, Q2 2023

Institutional positions in Microsoft Corp as of Jun 30, 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
4,815
+138 vs. Q1 2023
Shares held
5.27B
−241.3M (−4.4%) vs. Q1 2023
Total value
$1.79T
+$274.5B (+18.1%) vs. Q1 2023
New holders
219
1,780 more added
Sold out
81
2,495 more reduced

40 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 4,815 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ2 2023: $1.79T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2023.

Institutions holding MSFT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 Investments LLC4$1.24K0.00%−7−63.6%Reduced
Comerica Bank4,970,920$1.32K0.14%+4,970,920New
Berkshire Capital Holdings Inc10$3.40K0.00%00.0%Unchanged
Macroview Investment Management LLC10$3.41K0.01%+10New
USA Financial Portformulas Corp14$4.77K0.01%00.0%Unchanged
BBJS Financial Advisors, LLC36$12.1K0.00%−15−29.4%Reduced
Portland Hill Asset Management Ltd731$14.0K0.03%00.0%Unchanged
Longfellow Investment Management Co LLC45$15.3K0.00%−6−11.8%Reduced
Cordant, Inc.46$15.7K0.01%00.0%Unchanged
Savior LLC50$17.0K0.07%−550−91.7%Reduced
FNY Investment Advisers, LLC55$18.0K0.02%+55New
Members Capital Advisors Inc55$18.7K0.02%−9,500−99.4%Reduced
Advisors Preferred, LLC61$20.6K0.01%−15−19.7%Reduced
Contravisory Investment Management, Inc.65$22.1K0.01%00.0%Unchanged
Insight Financial Services65$22.4K0.06%00.0%Unchanged
Kathleen S. Wright Associates Inc.89$30.3K0.02%00.0%Unchanged
DB Fitzpatrick & Co, Inc95$32.4K0.03%+12+14.5%Added
Sofos Investments, Inc.8,624$32.5K0.14%+20+0.2%Added
Lion Point Capital, LP100$34.1K0.03%00.0%Unchanged
Iron Horse Wealth Management, LLC118$40.2K0.02%00.0%Unchanged
PayPay Securities Corp127$43.2K2.65%−26−17.0%Reduced
Thomas J. Herzfeld Advisors, Inc.127$43.2K0.02%−16−11.2%Reduced
Wells Financial Advisors INC170$57.9K0.04%00.0%Unchanged
Atlantic Private Wealth, LLC184$62.6K0.06%+155+534.5%Added
McCarthy Grittinger Financial Group, LLC192$65.4K0.03%00.0%Unchanged
Avondale Wealth Management196$66.7K0.06%−60−23.4%Reduced
Gleason Group, Inc.199$67.8K0.02%00.0%Unchanged
VitalStone Financial, LLC273$77.0K0.04%+29+11.9%Added
Morgan Dempsey Capital Management LLC250$85.1K0.02%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd34,304$91.5K2.72%−34,304−50.0%Reduced
Cutler Group LP281$95.0K0.02%−1,219−81.3%Reduced
Carolina Wealth Advisors, LLC303$103.2K0.06%+85+39.0%Added
Grayhawk Investment Strategies Inc.315$107.3K0.07%00.0%Unchanged
Family CFO Inc316$107.6K0.08%00.0%Unchanged
Evolution Advisers, Inc.330$112.0K0.08%00.0%Unchanged
West Tower Group, LLC368$125.3K0.09%+368New
Beutel, Goodman & Co Ltd.411$139.0K0.00%00.0%Unchanged
Luken Investment Analytics, LLC414$141.0K0.08%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.422$143.7K0.15%+422New
Legend Financial Advisors, Inc.426$145.1K0.12%−9−2.1%Reduced
Disciplined Equity Management, Inc.430$146.4K0.12%00.0%Unchanged
Bromfield Sneider Wealth Advisors444$151.2K0.12%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv480$163.5K0.08%00.0%Unchanged
Roth Financial Partners LLC500$170.3K0.11%00.0%Unchanged
Your Advocates Ltd., LLP592$201.6K0.10%00.0%Unchanged
Engineers Gate Manager LP599$204.0K0.01%+599New
Private Wealth Advisors601$204.8K0.09%+601New
Wiser Wealth Management, Inc603$205.3K0.08%+603New
Unconventional Investor, LLC604$205.7K0.19%+604New
Sippican Capital Advisors607$206.7K0.19%+607New
Straight Path Wealth Management609$207.4K0.14%+609New
Compton Capital Management Inc610$207.7K4.81%−2,697−81.6%Reduced
Stonehearth Capital Management, LLC610$207.8K0.11%+610New
Adirondack Retirement Specialists, Inc.611$208.1K0.16%00.0%Unchanged
WFA Asset Management Corp617$210.1K0.12%+1+0.2%Added
Stone House Investment Management, LLC622$211.7K0.08%+33+5.6%Added
Greytown Advisors Inc.624$212.5K0.12%+624New
Silverhawk Asset Management, LLC628$213.9K0.18%+628New
Ceera Investments, LLC629$214.1K0.12%+629New
BCM Advisors, LLC629$215.5K0.06%+629New
Campbell & CO Investment Adviser LLC635$216.2K0.04%+635New
Wexford Capital LP636$216.6K0.04%−1,130−64.0%Reduced
swisspartners Advisors Ltd640$217.9K0.18%+640New
Asset Allocation Strategies LLC641$218.3K0.10%+641New
Sterling Investment Advisors LLC643$219.1K0.14%+643New
Flagship Private Wealth, LLC644$219.2K0.18%+644New
Chartist Inc647$220.2K0.14%+647New
Letko, Brosseau & Associates Inc648$220.7K0.00%+648New
TCP Asset Management, LLC649$221.2K0.09%+649New
JFG Wealth Management, LLC650$221.4K0.07%−66−9.2%Reduced
Fusion Family Wealth LLC657$223.7K0.03%+657New
Cornerstone Management, Inc.658$224.1K0.06%+38+6.1%Added
Cornerstone Advisors Asset Management, LLC668$227.5K0.10%+668New
DBK Financial Counsel, LLC670$228.3K0.31%+670New
J2 Capital Management Inc673$229.2K0.27%+673New
Fischer Investment Strategies, LLC674$229.5K0.21%+674New
Stapp Wealth Management, PLLC676$230.2K0.46%+676New
Safir Wealth Advisors, LLC680$231.6K0.21%+680New
Vista Finance, LLC682$232.3K0.36%+682New
Kraft Asset Management, LLC684$232.9K0.21%+684New
Ruane, Cunniff & Goldfarb L.P.692$235.7K0.00%+692New
Summit Investment Advisory Services, LLC693$236.0K0.16%+693New
JDM Financial Group LLC698$237.6K0.21%+1+0.1%Added
Greylin Investment Mangement Inc700$238.4K0.04%−29−4.0%Reduced
New England Professional Planning Group Inc.702$239.1K0.14%−190−21.3%Reduced
Corepath Wealth Partners LLC692$239.3K0.14%+692New
Halpern Financial, Inc.705$239.9K0.08%−145−17.1%Reduced
GenWealth Group, Inc.707$240.8K0.07%00.0%Unchanged
Weitzel Financial Services, Inc.710$241.8K0.14%00.0%Unchanged
Weybosset Research & Management LLC713$243.0K0.09%−1,160−61.9%Reduced
Eq LLC724$246.7K0.20%00.0%Unchanged
Corton Capital Inc.732$249.3K0.12%+37+5.3%Added
Axiom Advisory, LLC732$249.4K0.22%+1+0.1%Added
PFG Private Wealth Management, LLC734$249.8K0.15%00.0%Unchanged
XTX Topco Ltd737$251.0K0.04%−449−37.9%Reduced
GR Financial Group, LLC739$251.5K0.08%+2+0.3%Added
Core Wealth Advisors, Inc.755$257.1K0.10%−39−4.9%Reduced
NorthLanding Financial Partners, LLC760$258.7K0.34%−2,820−78.8%Reduced
Highland Financial Advisors, LLC763$260.0K0.13%−873−53.4%Reduced
Litman Gregory Asset Management LLC764$260.2K0.03%−9,637−92.7%Reduced