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, 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
- 4,816
- +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
- 1,781 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Windsor Advisory Group, LLC | 4,756 | $1.62M | 4.00% | −59−1.2% | Reduced |
| Financial Freedom, LLC | 4,782 | $1.63M | 1.14% | +16+0.3% | Added |
| Castleview Partners, LLC | 4,806 | $1.64M | 1.47% | −530−9.9% | Reduced |
| CMC Financial Group | 4,815 | $1.64M | 3.12% | −776−13.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,828 | $1.64M | 0.62% | +970+25.1% | Added |
| Values Added Financial LLC | 4,831 | $1.65M | 1.54% | +4,831 | New |
| Planning Alternatives Ltd | 4,841 | $1.65M | 0.30% | −410−7.8% | Reduced |
| Planning Center, Inc. | 4,849 | $1.65M | 0.42% | +950+24.4% | Added |
| Abacus Wealth Partners, LLC | 4,866 | $1.66M | 0.50% | −1,349−21.7% | Reduced |
| Cedar Mountain Advisors, LLC | 4,868 | $1.66M | 0.47% | +4+0.1% | Added |
| Petix & Botte Co | 4,868 | $1.66M | 0.51% | +2,434+100.0% | Added |
| Meritas Wealth Management, LLC | 4,883 | $1.66M | 1.25% | +260+5.6% | Added |
| Cunning Capital Partners, LP | 0 | $1.67M | 1.05% | −6,225−100.0% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,895 | $1.67M | 0.70% | +416+9.3% | Added |
| Cornerstone Retirement Group, Inc. | 4,897 | $1.67M | 0.46% | +3,734+321.1% | Added |
| Falcon Wealth Planning | 4,901 | $1.67M | 0.37% | +650+15.3% | Added |
| Northeast Financial Group, Inc. | 4,910 | $1.67M | 1.07% | −3,234−39.7% | Reduced |
| Helen Stephens Group, LLC | 4,915 | $1.67M | 0.85% | +111+2.3% | Added |
| Index Fund Advisors, Inc. | 4,916 | $1.67M | 0.11% | +149+3.1% | Added |
| RHS Financial, LLC | 4,916 | $1.67M | 1.23% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 4,920 | $1.68M | 0.30% | −40−0.8% | Reduced |
| Dechtman Wealth Management, LLC | 4,929 | $1.68M | 0.50% | +4,929 | New |
| Greenspring Advisors, LLC | 4,941 | $1.68M | 0.52% | −93−1.8% | Reduced |
| Kraft, Davis & Associates, LLC | 5,199 | $1.68M | 0.58% | +5,199 | New |
| Qsemble Capital Management, LP | 4,950 | $1.69M | 1.20% | −850−14.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,950 | $1.69M | 0.45% | +318+6.9% | Added |
| Prostatis Group LLC | 50,244 | $1.70M | 0.79% | +45,315+919.4% | Added |
| Peak Financial Advisors LLC | 4,985 | $1.70M | 1.33% | −2,298−31.6% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.70M | 0.61% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,004 | $1.70M | 0.78% | +93+1.9% | Added |
| KRS Capital Management, LLC | 5,010 | $1.71M | 1.70% | −87−1.7% | Reduced |
| Strategic Financial Concepts, LLC | 5,012 | $1.71M | 0.63% | −150−2.9% | Reduced |
| Legacy Financial Group, Inc. | 5,015 | $1.71M | 0.85% | +154+3.2% | Added |
| Thrive Capital Management, LLC | 5,032 | $1.71M | 0.98% | +940+23.0% | Added |
| Malaga Cove Capital, LLC | 5,041 | $1.72M | 0.79% | −5−0.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,047 | $1.72M | 0.33% | +835+19.8% | Added |
| Worth Asset Management, LLC | 5,047 | $1.72M | 1.31% | +752+17.5% | Added |
| Altiora Financial Group, LLC | 5,056 | $1.72M | 0.76% | −200−3.8% | Reduced |
| HBK Investments L P | 5,069 | $1.73M | 0.05% | −6,010−54.2% | Reduced |
| JMG Financial Group, Ltd. | 5,074 | $1.73M | 0.08% | −112−2.2% | Reduced |
| Global Assets Advisory, LLC | 5,098 | $1.73M | 1.58% | −70−1.4% | Reduced |
| C M Bidwell & Associates Ltd | 5,075 | $1.73M | 1.26% | +253+5.2% | Added |
| BigSur Wealth Management LLC | 5,081 | $1.73M | 0.83% | −31−0.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,084 | $1.73M | 2.13% | +34+0.7% | Added |
| Atwood & Palmer Inc | 5,088 | $1.73M | 0.15% | +1,415+38.5% | Added |
| Family Asset Management, LLC | 5,090 | $1.73M | 1.17% | +1,171+29.9% | Added |
| Ted Buchan & Co | 5,103 | $1.74M | 1.34% | −332−6.1% | Reduced |
| United Community Bank | 5,120 | $1.74M | 1.53% | −530−9.4% | Reduced |
| Kaydan Wealth Management, Inc. | 5,126 | $1.75M | 0.73% | −113−2.2% | Reduced |
| Claris Advisors, LLC | 5,138 | $1.75M | 1.21% | +102+2.0% | Added |
| Accel Wealth Management | 5,139 | $1.75M | 0.96% | +200+4.0% | Added |
| Adamsbrown Wealth Consultants LLC | 5,149 | $1.75M | 0.93% | −45−0.9% | Reduced |
| Profit Investment Management, LLC | 5,179 | $1.76M | 1.15% | −941−15.4% | Reduced |
| Wallace Advisory Group, LLC | 6,125 | $1.77M | 1.34% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5,189 | $1.77M | 0.16% | +1,560+43.0% | Added |
| 4J Wealth Management LLC | 5,204 | $1.77M | 1.72% | −169−3.1% | Reduced |
| Dixon Fnancial Services, Inc. | 5,210 | $1.77M | 1.15% | −4−0.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,211 | $1.77M | 0.45% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 5,217 | $1.78M | 1.30% | +163+3.2% | Added |
| Granite Harbor Advisors, Inc. | 5,217 | $1.78M | 1.38% | +303+6.2% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.78M | 0.43% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 5,228 | $1.78M | 1.59% | −237−4.3% | Reduced |
| Compass Ion Advisors, LLC | 5,239 | $1.78M | 0.45% | −47−0.9% | Reduced |
| Mason & Associates Inc | 5,244 | $1.79M | 0.53% | +308+6.2% | Added |
| Arcus Capital Partners, LLC | 5,261 | $1.79M | 0.53% | +14+0.3% | Added |
| Rocky Mountain Advisers, LLC | 6,224 | $1.79M | 0.96% | 00.0% | Unchanged |
| Hilltop Partners LLC | 5,295 | $1.80M | 0.75% | +2,400+82.9% | Added |
| Cravens & Co Advisors, LLC | 5,307 | $1.81M | 1.66% | +60+1.1% | Added |
| IFG Advisors, LLC | 5,319 | $1.81M | 0.64% | +50+0.9% | Added |
| Tanager Wealth Management LLP | 5,319 | $1.81M | 0.39% | −74−1.4% | Reduced |
| Rock Point Advisors, LLC | 5,323 | $1.81M | 0.60% | −48−0.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,324 | $1.81M | 1.43% | −13−0.2% | Reduced |
| Trilogy Capital Inc. | 5,279 | $1.81M | 0.12% | +546+11.5% | Added |
| Connective Portfolio Management, LLC | 5,334 | $1.82M | 4.50% | −3,945−42.5% | Reduced |
| Orgel Wealth Management, LLC | 5,345 | $1.82M | 0.06% | −26−0.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,347 | $1.82M | 0.89% | −39−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 5,350 | $1.82M | 0.71% | −171−3.1% | Reduced |
| Capasso Planning Partners LLC | 5,361 | $1.83M | 0.98% | +453+9.2% | Added |
| Investmark Advisory Group LLC | 5,362 | $1.83M | 1.22% | +718+15.5% | Added |
| TAP Consulting, LLC | 5,365 | $1.83M | 0.45% | −32−0.6% | Reduced |
| Security Financial Services, INC. | 5,369 | $1.83M | 0.52% | +1,188+28.4% | Added |
| Motive Wealth Advisors | 5,372 | $1.83M | 1.89% | +137+2.6% | Added |
| Marotta Asset Management | 5,373 | $1.83M | 0.41% | +5,373 | New |
| Quantamental Technologies LLC | 5,374 | $1.83M | 0.76% | +2,243+71.6% | Added |
| Continental Investors Services, Inc. | 5,418 | $1.83M | 2.17% | +2,947+119.3% | Added |
| Abound Wealth Management | 5,383 | $1.83M | 0.77% | +421+8.5% | Added |
| Warren Street Wealth Advisors, LLC | 5,404 | $1.84M | 1.21% | +655+13.8% | Added |
| Beaird Harris Wealth Management, LLC | 5,405 | $1.84M | 0.22% | −367−6.4% | Reduced |
| Droms Strauss Advisors Inc | 5,445 | $1.84M | 0.77% | −16−0.3% | Reduced |
| Wolf Group Capital Advisors | 5,541 | $1.84M | 0.92% | −2,792−33.5% | Reduced |
| Old North State Wealth Management, LLC | 5,402 | $1.84M | 1.62% | −1,005−15.7% | Reduced |
| Portolan Capital Management, LLC | 5,417 | $1.84M | 0.16% | −2,440−31.1% | Reduced |
| Alpha DNA Investment Management LLC | 5,424 | $1.85M | 1.05% | −1,065−16.4% | Reduced |
| Verum Partners LLC | 5,450 | $1.86M | 1.69% | +1,455+36.4% | Added |
| One Charles Private Wealth Services, LLC | 5,464 | $1.86M | 1.08% | +10+0.2% | Added |
| Eagle Harbor Asset Management Inc | 5,472 | $1.86M | 2.44% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,474 | $1.86M | 0.59% | +9+0.2% | Added |
| Dark Forest Capital Management LP | 5,482 | $1.87M | 0.19% | +3,108+130.9% | Added |
| White Lighthouse Investment Management Inc. | 5,501 | $1.87M | 0.45% | −10−0.2% | Reduced |
| Comprehensive Wealth Management, LLC | 5,542 | $1.89M | 1.63% | +20.0% | Added |