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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 5,550 | $1.89M | 0.57% | +140+2.6% | Added |
| Sterling Group Wealth Management, LLC | 5,557 | $1.89M | 1.64% | +238+4.5% | Added |
| Kades & Cheifetz LLC | 5,567 | $1.90M | 1.45% | −7−0.1% | Reduced |
| ASB Consultores, LLC | 5,597 | $1.91M | 0.93% | +58+1.0% | Added |
| Hexagon Capital Partners LLC | 5,614 | $1.91M | 0.50% | −423−7.0% | Reduced |
| Ironwood Investment Management LLC | 5,679 | $1.93M | 1.11% | −234−4.0% | Reduced |
| Magnolia Capital Management Ltd | 5,684 | $1.94M | 1.75% | −30−0.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 5,688 | $1.94M | 0.76% | −1,935−25.4% | Reduced |
| Goldstone Financial Group, LLC | 5,693 | $1.94M | 0.57% | +4+0.1% | Added |
| Echo45 Advisors LLC | 5,695 | $1.94M | 1.60% | −195−3.3% | Reduced |
| Northcape Capital Pty Ltd | 5,720 | $1.95M | 0.25% | +445+8.4% | Added |
| Millington Financial Advisors, LLC | 5,737 | $1.95M | 1.74% | +1,820+46.5% | Added |
| Indie Asset Partners, LLC | 5,739 | $1.95M | 2.13% | −24−0.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,740 | $1.95M | 1.78% | +55+1.0% | Added |
| Coastal Capital Group, Inc. | 5,747 | $1.96M | 0.42% | −887−13.4% | Reduced |
| Verdad Advisers, LP | 5,755 | $1.96M | 3.07% | +755+15.1% | Added |
| Global Endowment Management, LP | 5,766 | $1.96M | 0.23% | −6,208−51.8% | Reduced |
| Emfo, LLC | 5,767 | $1.96M | 1.78% | +7+0.1% | Added |
| Fiduciary Planning LLC | 5,771 | $1.97M | 0.90% | −128−2.2% | Reduced |
| Kennon-Green & Company, LLC | 5,776 | $1.97M | 1.83% | +298+5.4% | Added |
| Triad Financial Advisors, Inc. | 5,783 | $1.97M | 0.81% | −56−1.0% | Reduced |
| EWG Elevate Inc. | 5,784 | $1.97M | 0.81% | −31−0.5% | Reduced |
| Private Management Group Inc | 5,788 | $1.97M | 0.08% | +1,627+39.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 5,794 | $1.97M | 1.55% | −4,543−43.9% | Reduced |
| Check Capital Management Inc | 5,804 | $1.98M | 0.17% | −125−2.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 5,825 | $1.98M | 2.30% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 5,830 | $1.99M | 0.40% | −424−6.8% | Reduced |
| Campion Asset Management LLC | 5,834 | $1.99M | 1.77% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 5,839 | $1.99M | 2.02% | −109−1.8% | Reduced |
| Northern Capital Management, Inc. | 5,846 | $1.99M | 1.51% | −399−6.4% | Reduced |
| AtlasMark Financial, Inc | 5,848 | $1.99M | 2.45% | −400−6.4% | Reduced |
| New World Advisors LLC | 5,849 | $1.99M | 0.70% | −335−5.4% | Reduced |
| FirstPurpose Wealth LLC | 5,852 | $1.99M | 0.85% | −497−7.8% | Reduced |
| Sentinus, LLC | 5,882 | $2.00M | 0.63% | −387−6.2% | Reduced |
| Reuter James Wealth Management, LLC | 5,922 | $2.02M | 2.43% | −231−3.8% | Reduced |
| Alterna Wealth Management, Inc | 5,934 | $2.02M | 2.34% | −1,194−16.8% | Reduced |
| Intelligent Financial Strategies | 5,936 | $2.02M | 1.47% | +10.0% | Added |
| Talisman Wealth Advisors LLC | 5,940 | $2.02M | 3.45% | −98−1.6% | Reduced |
| 360 Financial, Inc. | 5,950 | $2.03M | 1.05% | −73−1.2% | Reduced |
| Golden Green, Inc. | 5,954 | $2.03M | 2.20% | +2,050+52.5% | Added |
| Norwood Financial Corp | 5,961 | $2.03M | 3.04% | −554−8.5% | Reduced |
| Guild Investment Management, Inc. | 5,962 | $2.03M | 2.86% | +461+8.4% | Added |
| Twelve Points Wealth Management LLC | 5,979 | $2.04M | 1.08% | −23−0.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $2.04M | 0.45% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 6,000 | $2.04M | 0.92% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $2.04M | 0.39% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $2.04M | 1.65% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 6,000 | $2.04M | 0.12% | +500+9.1% | Added |
| Paulson Wealth Management Inc. | 6,010 | $2.05M | 0.70% | +2,304+62.2% | Added |
| Davidson Capital Management Inc. | 6,015 | $2.05M | 1.02% | +35+0.6% | Added |
| Professional Financial Advisors, LLC | 6,015 | $2.05M | 1.06% | +110+1.9% | Added |
| Heritage Wealth Partners, LLC | 6,032 | $2.05M | 1.21% | +6,032 | New |
| Cornercap Investment Counsel Inc | 6,032 | $2.05M | 0.36% | −1,018−14.4% | Reduced |
| Hill Island Financial LLC | 6,036 | $2.06M | 0.78% | +20.0% | Added |
| Primoris Wealth Advisors, LLC | 6,042 | $2.06M | 2.26% | +5+0.1% | Added |
| RVW Wealth, LLC | 6,045 | $2.06M | 0.24% | −27−0.4% | Reduced |
| Aldebaran Financial Inc. | 6,045 | $2.06M | 2.95% | −726−10.7% | Reduced |
| Tevis Investment Management | 6,057 | $2.06M | 2.01% | +48+0.8% | Added |
| Grant Street Asset Management, Inc. | 6,061 | $2.06M | 0.78% | +1,504+33.0% | Added |
| Per Stirling Capital Management, LLC. | 6,064 | $2.07M | 0.42% | +571+10.4% | Added |
| Tealwood Asset Management Inc | 6,066 | $2.07M | 1.00% | −1,474−19.5% | Reduced |
| Coastwise Capital Group, LLC | 6,072 | $2.07M | 2.34% | −1,954−24.3% | Reduced |
| Cooper/Haims Advisors, LLC | 6,077 | $2.07M | 1.59% | −284−4.5% | Reduced |
| Clifford Group, LLC | 6,078 | $2.07M | 2.22% | +580+10.5% | Added |
| Rain Capital Management, LLC | 6,108 | $2.08M | 1.62% | +4+0.1% | Added |
| First Affirmative Financial Network | 6,112 | $2.08M | 2.08% | +775+14.5% | Added |
| Triton Wealth Management, PLLC | 6,359 | $2.09M | 1.17% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 6,126 | $2.09M | 0.22% | +634+11.5% | Added |
| Seed Wealth Management, Inc. | 6,162 | $2.10M | 2.23% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,169 | $2.10M | 0.30% | +974+18.7% | Added |
| Resolute Wealth Strategies, LLC | 6,192 | $2.11M | 1.63% | −8−0.1% | Reduced |
| Alterity Financial Group, LLC | 6,196 | $2.11M | 3.05% | −206−3.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,200 | $2.11M | 2.07% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 6,202 | $2.11M | 0.69% | +20.0% | Added |
| Olistico Wealth, LLC | 6,209 | $2.11M | 1.81% | −2,890−31.8% | Reduced |
| Navalign, LLC | 6,221 | $2.12M | 0.85% | −133−2.1% | Reduced |
| Navellier & Associates Inc | 6,231 | $2.12M | 0.41% | +385+6.6% | Added |
| TrueWealth Advisors, LLC | 6,242 | $2.13M | 0.87% | −133−2.1% | Reduced |
| Raleigh Capital Management Inc. | 6,244 | $2.13M | 1.06% | −132−2.1% | Reduced |
| Tennessee Valley Asset Management Partners | 6,248 | $2.13M | 0.68% | +30.0% | Added |
| ERTS Wealth Advisors, LLC | 6,264 | $2.13M | 0.50% | +18+0.3% | Added |
| Nottingham Advisors, Inc. | 6,281 | $2.14M | 0.28% | −175−2.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 6,282 | $2.14M | 2.11% | −385−5.8% | Reduced |
| Blue Square Asset Management, LLC | 6,298 | $2.14M | 1.53% | +4,168+195.7% | Added |
| Cortland Associates Inc | 6,300 | $2.15M | 0.35% | +8+0.1% | Added |
| Ategra Capital Management, LLC | 5,065 | $2.15M | 1.17% | −1,316−20.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,305 | $2.15M | 1.45% | −592−8.6% | Reduced |
| Matrix Trust Co | 6,315 | $2.15M | 0.55% | +300+5.0% | Added |
| Cowen Prime Advisors LLC | 6,317 | $2.15M | 0.74% | −200−3.1% | Reduced |
| Marathon Trading Investment Management LLC | 6,323 | $2.15M | 1.34% | +2,400+61.2% | Added |
| Linden Thomas Advisory Services, LLC | 6,326 | $2.15M | 0.48% | +1,162+22.5% | Added |
| Charter Research & Investment Group, Inc. | 6,329 | $2.16M | 1.79% | −110−1.7% | Reduced |
| Copperwynd Financial, LLC | 6,333 | $2.16M | 1.00% | +10.0% | Added |
| Summit Wealth Partners, LLC | 6,341 | $2.16M | 0.54% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 6,344 | $2.16M | 0.61% | −61−1.0% | Reduced |
| Angeles Investment Advisors, LLC | 6,348 | $2.16M | 0.18% | +2,620+70.3% | Added |
| AllSquare Wealth Management LLC | 6,531 | $2.16M | 1.41% | 00.0% | Unchanged |
| Cedrus LLC | 6,357 | $2.16M | 1.53% | −647−9.2% | Reduced |
| Krane Funds Advisors LLC | 6,367 | $2.17M | 0.11% | −2,058−24.4% | Reduced |
| Intrepid Financial Planning Group LLC | 6,368 | $2.17M | 1.04% | +217+3.5% | Added |